Hsbc Holdings PLC Cuts Stock Position in Ryder System, Inc. $R

Hsbc Holdings PLC cut its stake in shares of Ryder System, Inc. (NYSE:R) by 40.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 27,628 shares of the transportation company’s stock after selling 18,492 shares during the period. Hsbc Holdings PLC’s holdings in Ryder System were worth $5,613,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Los Angeles Capital Management LLC acquired a new stake in shares of Ryder System in the fourth quarter valued at about $31,000. Thurston Springer Miller Herd & Titak Inc. acquired a new position in shares of Ryder System during the 4th quarter worth about $34,000. Optima Capital LLC acquired a new position in shares of Ryder System during the 4th quarter worth about $39,000. Geneos Wealth Management Inc. lifted its stake in Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after buying an additional 109 shares in the last quarter. Finally, Clearstead Advisors LLC lifted its stake in Ryder System by 53.8% in the 4th quarter. Clearstead Advisors LLC now owns 260 shares of the transportation company’s stock valued at $50,000 after buying an additional 91 shares in the last quarter. 87.47% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Ryder System

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Ryder reported Q2 adjusted EPS of $3.73, topping Wall Street estimates and improving from $3.32 a year ago, showing continued profitability strength. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue rose 5% year over year, indicating the business is still growing even in a mixed freight and transportation environment. Listen to Conference Call
• Positive Sentiment: The company raised its full-year 2026 earnings outlook, suggesting management remains confident in the rest of the year after the strong quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2

Ryder System Stock Performance

NYSE R opened at $268.79 on Friday. The stock’s fifty day moving average is $261.59 and its two-hundred day moving average is $228.73. The firm has a market capitalization of $10.40 billion, a P/E ratio of 22.34 and a beta of 1.01. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.68 and a current ratio of 0.68. Ryder System, Inc. has a fifty-two week low of $157.67 and a fifty-two week high of $284.25.

Ryder System (NYSE:R) last issued its earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.69 by $0.04. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The business had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $3.29 billion. During the same period last year, the company earned $3.32 EPS. The company’s revenue for the quarter was up 5.0% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. On average, research analysts anticipate that Ryder System, Inc. will post 14.73 earnings per share for the current year.

Ryder System Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Monday, August 24th will be issued a $1.01 dividend. This is an increase from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, August 24th. Ryder System’s payout ratio is currently 30.26%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on R shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research note on Wednesday, May 27th. Citigroup downgraded Ryder System from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 15th. JPMorgan Chase & Co. lifted their price target on Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. Robert W. Baird boosted their price target on Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Finally, Citizens Jmp started coverage on Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating for the company. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $265.00.

Insider Activity

In other Ryder System news, SVP Sanford J. Hodes sold 595 shares of Ryder System stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the transaction, the senior vice president directly owned 22,948 shares of the company’s stock, valued at $5,781,748.60. The trade was a 2.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Luis P. Nieto, Jr. sold 720 shares of Ryder System stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $235.79, for a total transaction of $169,768.80. Following the transaction, the director directly owned 29,974 shares in the company, valued at $7,067,569.46. This trade represents a 2.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 4.90% of the stock is currently owned by company insiders.

About Ryder System

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.