Inceptionr LLC Takes Position in Ryder System, Inc. $R

Inceptionr LLC bought a new position in shares of Ryder System, Inc. (NYSE:R) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,949 shares of the transportation company’s stock, valued at approximately $556,000.

Other institutional investors have also added to or reduced their stakes in the company. Root Financial Partners LLC acquired a new position in Ryder System in the 3rd quarter valued at $28,000. Assetmark Inc. boosted its holdings in Ryder System by 421.9% in the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 135 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Ryder System by 237.0% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 182 shares of the transportation company’s stock valued at $29,000 after buying an additional 128 shares in the last quarter. MAI Capital Management raised its position in shares of Ryder System by 57.6% in the second quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock valued at $30,000 after buying an additional 68 shares in the last quarter. Finally, Employees Retirement System of Texas bought a new stake in shares of Ryder System in the second quarter valued at approximately $35,000. 87.47% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

R has been the topic of a number of analyst reports. Citigroup increased their price target on Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Morgan Stanley upped their price objective 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. Susquehanna increased their price objective on shares of Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research note on Friday, February 13th. Finally, Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $215.44.

Insider Buying and Selling at Ryder System

In related news, CEO Robert E. Sanchez sold 41,779 shares of Ryder System stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $223.30, for a total value of $9,329,250.70. Following the completion of the sale, the chief executive officer owned 40,828 shares of the company’s stock, valued at approximately $9,116,892.40. This trade represents a 50.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Rajeev Ravindran sold 14,367 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $211.73, for a total transaction of $3,041,924.91. Following the completion of the transaction, the executive vice president directly owned 20,832 shares in the company, valued at $4,410,759.36. This trade represents a 40.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 130,673 shares of company stock worth $28,233,471 in the last quarter. Company insiders own 5.20% of the company’s stock.

Ryder System Price Performance

Ryder System stock opened at $202.50 on Wednesday. The stock’s 50 day moving average is $203.70 and its 200 day moving average is $189.47. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 0.89. Ryder System, Inc. has a one year low of $125.54 and a one year high of $230.38. The firm has a market cap of $7.98 billion, a P/E ratio of 16.92 and a beta of 0.93.

Ryder System (NYSE:R) last issued its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 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 firm had revenue of $2.60 billion for the quarter, compared to the consensus estimate of $3.21 billion. During the same period last year, the company posted $3.45 EPS. The business’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. As a group, research analysts expect that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $0.91 per share. The ex-dividend date is Tuesday, February 17th. This represents a $3.64 annualized dividend and a dividend yield of 1.8%. Ryder System’s dividend payout ratio is currently 30.41%.

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.