Capstone Investment Advisors LLC Makes New $658,000 Investment in Ryder System, Inc. $R

Capstone Investment Advisors LLC acquired a new position in shares of Ryder System, Inc. (NYSE:R) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,495 shares of the transportation company’s stock, valued at approximately $658,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Keating Financial Advisory Services Inc. purchased a new position in Ryder System during the second quarter worth about $26,000. Cedar Mountain Advisors LLC grew its holdings in Ryder System by 522.7% in the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock valued at $28,000 after buying an additional 115 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Ryder System in the 2nd quarter valued at about $30,000. Los Angeles Capital Management LLC acquired a new position in shares of Ryder System during the 4th quarter valued at about $31,000. Finally, Geneos Wealth Management Inc. increased its stake in shares of Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 109 shares during the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Ryder System Stock Performance

Shares of NYSE:R opened at $246.04 on Friday. The business’s 50-day simple moving average is $262.20 and its 200 day simple moving average is $239.98. The company has a market cap of $9.44 billion, a P/E ratio of 20.02 and a beta of 1.02. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.65 and a current ratio of 0.65. Ryder System, Inc. has a one year low of $157.67 and a one year high of $284.25.

Ryder System (NYSE:R) last released its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, topping analysts’ consensus estimates of $3.69 by $0.04. The firm had revenue of $2.69 billion during the quarter, compared to analysts’ expectations of $3.29 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.Ryder System’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.32 EPS. 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 forecast that Ryder System, Inc. will post 14.74 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The company 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 dividend of $1.01 per share. This represents a $4.04 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, August 24th. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio (DPR) is 32.87%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on R shares. Citizens Jmp initiated coverage on shares of Ryder System in a research report on Wednesday, July 15th. They issued a “market perform” rating on the stock. Citigroup increased their price target on shares of Ryder System from $280.00 to $283.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Morgan Stanley lifted their price target on shares of Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Wall Street Zen raised shares of Ryder System from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Finally, Robert W. Baird increased their target price on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $294.14.

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.