SEB Asset Management AB Buys Shares of 15,882 Ryder System, Inc. $R

SEB Asset Management AB bought a new stake in shares of Ryder System, Inc. (NYSE:R) in the 1st quarter, HoldingsChannel.com reports. The firm bought 15,882 shares of the transportation company’s stock, valued at approximately $3,251,000.

A number of other hedge funds have also made changes to their positions in the stock. Cedar Mountain Advisors LLC increased its stake in shares of Ryder System by 522.7% in the first quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock worth $28,000 after buying an additional 115 shares during the last quarter. Los Angeles Capital Management LLC bought a new position in Ryder System during the 4th quarter valued at $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Ryder System during the 4th quarter valued at $34,000. Optima Capital LLC acquired a new position in Ryder System during the 4th quarter worth $39,000. Finally, Geneos Wealth Management Inc. grew its holdings in Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after acquiring an additional 109 shares in the last quarter. Institutional investors and hedge funds own 87.47% of the company’s stock.

Ryder System Price Performance

Shares of NYSE:R opened at $268.79 on Friday. The company has a market cap of $10.40 billion, a PE ratio of 22.34 and a beta of 1.01. Ryder System, Inc. has a fifty-two week low of $157.67 and a fifty-two week high of $284.25. The firm has a 50-day simple moving average of $261.59 and a 200 day simple moving average of $228.73. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 2.09.

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 net margin of 3.91% and a return on equity of 17.75%. The firm had revenue of $2.69 billion for the quarter, compared to analysts’ expectations of $3.29 billion. During the same quarter last year, the company posted $3.32 earnings per share. Ryder System’s revenue 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, sell-side analysts anticipate that Ryder System, Inc. will post 14.73 EPS for the current year.

Ryder System Increases Dividend

The business also recently declared 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 a positive change from Ryder System’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Monday, August 24th. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. Ryder System’s dividend payout ratio (DPR) is 30.26%.

Insider Activity at Ryder System

In related news, SVP Sanford J. Hodes sold 595 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the completion of the transaction, the senior vice president owned 22,948 shares in the company, valued at $5,781,748.60. The trade was a 2.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Luis P. Nieto, Jr. sold 720 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the transaction, the director owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. The trade was a 2.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 4.90% of the company’s stock.

Ryder System News Roundup

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

Analyst Ratings Changes

R has been the topic of a number of recent analyst reports. Citizens Jmp assumed coverage on shares of Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. Stephens upgraded Ryder System to a “strong-buy” rating in a research note on Wednesday, July 8th. Zacks Research lowered Ryder System from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a research note on Wednesday, May 27th. Finally, Citigroup downgraded Ryder System from a “neutral” rating to a “hold” rating in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Ryder System presently has an average rating of “Moderate Buy” and a consensus price target of $265.00.

Ryder System 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.