Insider Selling: Ryder System (NYSE:R) EVP Sells $185,357.51 in Stock

Ryder System, Inc. (NYSE:R) EVP Thomas Michael Regan sold 871 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $212.81, for a total transaction of $185,357.51. Following the completion of the sale, the executive vice president owned 7,747 shares of the company’s stock, valued at approximately $1,648,639.07. This trade represents a 10.11% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Ryder System Trading Up 2.2%

NYSE R opened at $224.14 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 debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The stock has a market cap of $8.84 billion, a price-to-earnings ratio of 18.73 and a beta of 0.96. The firm’s 50 day moving average price is $198.78 and its two-hundred day moving average price is $186.44.

Ryder System (NYSE:R) last released its earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07). Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business had revenue of $2.60 billion during the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter in the previous year, the company earned $3.45 EPS. Ryder System’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. Equities analysts anticipate that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, February 17th. Ryder System’s payout ratio is 30.41%.

Hedge Funds Weigh In On Ryder System

Several hedge funds have recently bought and sold shares of R. Norges Bank acquired a new stake in shares of Ryder System in the second quarter worth about $103,814,000. JPMorgan Chase & Co. raised its stake in shares of Ryder System by 326.8% in the 4th quarter. JPMorgan Chase & Co. now owns 705,037 shares of the transportation company’s stock valued at $134,937,000 after acquiring an additional 539,854 shares in the last quarter. Orbis Allan Gray Ltd lifted its holdings in Ryder System by 107.3% in the 4th quarter. Orbis Allan Gray Ltd now owns 974,620 shares of the transportation company’s stock worth $186,533,000 after purchasing an additional 504,404 shares during the last quarter. AQR Capital Management LLC boosted its position in Ryder System by 53.3% during the third quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company’s stock worth $134,855,000 after purchasing an additional 250,432 shares during the period. Finally, BNP Paribas Financial Markets grew its holdings in Ryder System by 369.4% during the third quarter. BNP Paribas Financial Markets now owns 196,968 shares of the transportation company’s stock valued at $37,156,000 after purchasing an additional 155,007 shares during the last quarter. 87.47% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently commented on R. Citigroup raised their price target on shares of Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Wells Fargo & Company lifted their target price on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. JPMorgan Chase & Co. increased their price objective on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Finally, Morgan Stanley boosted their target price on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $215.44.

Ryder System Company Profile

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.