Key Points
- CEO Robert Sanchez sold 41,779 Ryder shares on Feb. 24 at an average price of $223.30 for a total of $9.33M, cutting his position by 50.58% to 40,828 shares valued at about $9.12M.
- Ryder missed quarterly estimates with EPS of $3.59 (vs. $3.66 expected) and revenue of $2.60B (vs. $3.21B expected); the company set FY2026 guidance of $13.45–$14.45 EPS and Q1 2026 guidance of $2.10–$2.35 EPS.
- Wall Street sentiment is largely positive—several firms raised price targets (Citigroup, Morgan Stanley, Wells Fargo, Susquehanna) and the stock carries an average MarketBeat rating of “Moderate Buy” with an average target of $215.44.
Ryder System, Inc. (NYSE:R - Get Free Report) COO John Diez sold 9,632 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $222.20, for a total value of $2,140,230.40. Following the transaction, the chief operating officer owned 183,810 shares of the company's stock, valued at approximately $40,842,582. This represents a 4.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.
Ryder System Stock Performance
Ryder System stock opened at $223.65 on Friday. Ryder System, Inc. has a twelve month low of $125.54 and a twelve month high of $230.38. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24. The company has a market capitalization of $8.82 billion, a P/E ratio of 18.68 and a beta of 0.96. The stock's 50 day moving average is $201.29 and its 200 day moving average is $187.68.
Ryder System (NYSE:R - Get Free Report) last posted its earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing analysts' consensus estimates of $3.66 by ($0.07). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company had revenue of $2.60 billion during the quarter, compared to the consensus estimate of $3.21 billion. During the same period last year, the firm posted $3.45 EPS. The company's revenue for the quarter was down .4% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. On average, equities research analysts predict that Ryder System, Inc. will post 13.68 earnings per share for the current fiscal year.
Ryder System Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Tuesday, February 17th. Ryder System's payout ratio is presently 30.41%.
Analyst Ratings Changes
A number of research analysts recently commented on R shares. Susquehanna boosted their price target on Ryder System from $235.00 to $250.00 and gave the stock a "positive" rating in a report on Friday, February 13th. Weiss Ratings restated a "buy (b)" rating on shares of Ryder System in a research report on Thursday, January 22nd. Citigroup lifted their price target on shares of Ryder System from $218.00 to $245.00 and gave the company a "buy" rating in a report on Friday, February 13th. Morgan Stanley increased their price objective on shares of Ryder System from $190.00 to $250.00 and gave the company an "overweight" rating in a report on Monday, December 8th. Finally, Wolfe Research reiterated a "peer perform" rating on shares of Ryder System in a research report on Thursday, January 8th. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $215.44.
Check Out Our Latest Stock Report on R
Institutional Trading of Ryder System
Several institutional investors and hedge funds have recently modified their holdings of R. Virtu Financial LLC purchased a new position in Ryder System during the 4th quarter valued at about $1,622,000. Invesco Ltd. boosted its stake in shares of Ryder System by 3.9% during the fourth quarter. Invesco Ltd. now owns 413,493 shares of the transportation company's stock valued at $79,138,000 after purchasing an additional 15,404 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in shares of Ryder System by 1.5% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 31,867 shares of the transportation company's stock valued at $6,099,000 after purchasing an additional 480 shares in the last quarter. Mackenzie Financial Corp increased its holdings in Ryder System by 115.9% during the fourth quarter. Mackenzie Financial Corp now owns 36,958 shares of the transportation company's stock valued at $7,116,000 after buying an additional 19,843 shares during the period. Finally, Empowered Funds LLC raised its stake in Ryder System by 17.2% in the fourth quarter. Empowered Funds LLC now owns 50,906 shares of the transportation company's stock worth $9,743,000 after buying an additional 7,485 shares in the last quarter. Institutional investors own 87.47% of the company's stock.
About Ryder System
(
Get Free Report)
Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company's Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.
Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.
Featured Articles
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
