Ryder System (NYSE:R) CMO Karen Jones Sells 6,000 Shares

Ryder System, Inc. (NYSE:R) CMO Karen Jones sold 6,000 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $208.21, for a total transaction of $1,249,260.00. Following the completion of the transaction, the chief marketing officer owned 12,473 shares in the company, valued at $2,597,003.33. This trade represents a 32.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Ryder System Stock Performance

Shares of NYSE R opened at $222.91 on Thursday. Ryder System, Inc. has a 12-month low of $125.54 and a 12-month high of $230.38. The firm has a market capitalization of $8.79 billion, a price-to-earnings ratio of 18.62 and a beta of 0.96. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm has a 50 day moving average of $197.67 and a 200 day moving average of $185.87.

Ryder System (NYSE:R) last issued its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The business had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter in the prior year, the business earned $3.45 EPS. The company’s revenue was down .4% compared to the same quarter last year. 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, research analysts anticipate that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be issued 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 currently 30.41%.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Management provided upbeat FY‑2026 EPS guidance (13.45–14.45) and Q1 guidance, and share repurchases helped lift year‑over‑year Q4 EPS — a catalyst investors may view as supportive of future earnings and buyback-driven returns. Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
• Neutral Sentiment: Ryder presented at investor conferences (Barclays and Citi); transcripts are available — these events increase investor access to management detail, which can clarify guidance and strategy but don’t by themselves move fundamentals. Barclays Conference Transcript Citi Conference Transcript
• Neutral Sentiment: Analyst/opinion pieces argue Ryder may be mispriced vs. cyclicality and control monetization themes — these narratives can attract longer‑term interest but are not immediate catalysts. Ryder System: Mispriced as Cyclical, Built to Monetize Control
• Negative Sentiment: Several insiders executed large share sales over Feb. 13–17 (including Director E. Follin Smith’s ~32k shares and multiple SVP/EVP/C‑suite sales), materially reducing holdings — such concentrated insider selling can signal liquidity-taking and pressure sentiment. SEC filings disclose the transactions. SEC Filing — E Follin Smith Form 4
• Negative Sentiment: Q4 results showed an EPS miss vs. consensus and a notable revenue shortfall, which may temper enthusiasm despite buyback-driven EPS gains — investors will watch upcoming organic growth and margin trends. Ryder Q4 Earnings Miss
• Negative Sentiment: Short interest has risen on the NYSE composite, which can amplify downside pressure and volatility if bearish bets increase or if negative news arrives. Short Interest Rise

Analyst Ratings Changes

A number of research firms have recently weighed in on R. Susquehanna lifted their price objective on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research report on Friday, February 13th. Wells Fargo & Company raised their target price on shares of Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Morgan Stanley upped their price target on shares of Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Finally, Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $215.44.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Allianz Asset Management GmbH lifted its position in shares of Ryder System by 254.1% in the third quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock valued at $6,571,000 after acquiring an additional 24,996 shares in the last quarter. Thrivent Financial for Lutherans grew its holdings in shares of Ryder System by 76.6% in the third quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock valued at $12,628,000 after purchasing an additional 29,029 shares during the period. Asset Management One Co. Ltd. acquired a new stake in Ryder System during the third quarter worth about $3,495,000. Genus Capital Management Inc. purchased a new position in Ryder System during the second quarter worth about $1,463,000. Finally, New York State Common Retirement Fund boosted its holdings in Ryder System by 9.7% in the 3rd quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock valued at $5,992,000 after purchasing an additional 2,800 shares during the last quarter. Institutional investors and hedge funds own 87.47% of the company’s stock.

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.