Ryder System (NYSE:R) EVP Rajeev Ravindran Sells 14,367 Shares

Ryder System, Inc. (NYSE:R) EVP Rajeev Ravindran sold 14,367 shares of Ryder System stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $211.73, for a total value of $3,041,924.91. Following the sale, the executive vice president owned 20,832 shares in the company, valued at $4,410,759.36. This represents a 40.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Ryder System Stock Performance

Ryder System stock opened at $222.91 on Thursday. Ryder System, Inc. has a 52 week low of $125.54 and a 52 week high of $230.38. 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 stock has a market cap of $8.79 billion, a P/E ratio of 18.62 and a beta of 0.96. The stock 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 (EPS) for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company had revenue of $2.60 billion during the quarter, compared to the consensus estimate of $3.21 billion. During the same quarter last year, the firm posted $3.45 EPS. The firm’s quarterly revenue was down .4% on a year-over-year basis. 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, analysts expect that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be paid a $0.91 dividend. 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 30.41%.

Analyst Ratings Changes

R has been the subject of several research analyst reports. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Morgan Stanley boosted their price target on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a report on Monday, December 8th. Wells Fargo & Company upped their price target on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. boosted their target price on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Ryder System currently has an average rating of “Moderate Buy” and an average price target of $215.44.

Ryder System News Roundup

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 Investors Weigh In On Ryder System

A number of hedge funds have recently added to or reduced their stakes in the stock. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Ryder System by 1.5% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 31,867 shares of the transportation company’s stock valued at $6,099,000 after acquiring an additional 480 shares during the period. Mackenzie Financial Corp boosted its stake in Ryder System by 115.9% during the 4th quarter. Mackenzie Financial Corp now owns 36,958 shares of the transportation company’s stock valued at $7,116,000 after purchasing an additional 19,843 shares during the period. Empowered Funds LLC grew its position in Ryder System by 17.2% in the 4th quarter. Empowered Funds LLC now owns 50,906 shares of the transportation company’s stock worth $9,743,000 after purchasing an additional 7,485 shares during the last quarter. XTX Topco Ltd bought a new position in Ryder System in the 4th quarter worth about $1,672,000. Finally, nVerses Capital LLC acquired a new stake in shares of Ryder System in the fourth quarter valued at approximately $260,000. 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.