Thomas Michael Regan Sells 871 Shares of Ryder System (NYSE:R) Stock

Ryder System, Inc. (NYSE:R) EVP Thomas Michael Regan sold 871 shares of Ryder System stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $212.81, for a total value of $185,357.51. Following the sale, the executive vice president owned 7,747 shares of the company’s stock, valued at approximately $1,648,639.07. This trade represents a 10.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website.

Ryder System Price Performance

R stock traded up $6.66 during mid-day trading on Wednesday, hitting $222.91. 483,869 shares of the stock were exchanged, compared to its average volume of 390,482. The stock 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 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 12 month low of $125.54 and a 12 month high of $230.38. The business has a fifty day moving average price of $197.09 and a 200 day moving average price of $185.61.

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

Ryder System Announces Dividend

The company also recently announced 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. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Tuesday, February 17th. Ryder System’s dividend payout ratio is currently 30.41%.

Analyst Ratings Changes

Several equities research analysts have weighed in on R shares. Citigroup increased their price objective on Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. JPMorgan Chase & Co. boosted their price objective on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Morgan Stanley increased their price target on shares of Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. Finally, Wells Fargo & Company lifted their price objective on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $215.44.

Key Stories 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

Institutional Trading of Ryder System

A number of institutional investors and hedge funds have recently bought and sold shares of R. State Street Corp increased its position in shares of Ryder System by 0.4% during the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock valued at $317,251,000 after acquiring an additional 7,447 shares in the last quarter. Orbis Allan Gray Ltd raised its holdings in shares of Ryder System by 15.4% during the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock valued at $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Bank of America Corp DE boosted its holdings in Ryder System by 6.7% in the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock worth $157,111,000 after purchasing an additional 62,313 shares during the last quarter. Sei Investments Co. grew its position in Ryder System by 3.5% in the 3rd quarter. Sei Investments Co. now owns 883,338 shares of the transportation company’s stock worth $166,633,000 after purchasing an additional 30,144 shares during the period. Finally, American Century Companies Inc. raised its stake in Ryder System by 1.1% during the 3rd quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company’s stock valued at $163,675,000 after buying an additional 9,404 shares during the last quarter. 87.47% of the stock is currently owned by institutional investors.

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.