Cwm LLC Grows Stake in Ryder System, Inc. $R

Cwm LLC grew its holdings in Ryder System, Inc. (NYSE:R) by 46.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,263 shares of the transportation company’s stock after buying an additional 401 shares during the quarter. Cwm LLC’s holdings in Ryder System were worth $201,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Wellington Management Group LLP lifted its stake in shares of Ryder System by 16.2% in the 1st quarter. Wellington Management Group LLP now owns 2,984,836 shares of the transportation company’s stock valued at $429,249,000 after purchasing an additional 415,103 shares during the period. Valeo Financial Advisors LLC lifted its stake in shares of Ryder System by 51,455.2% in the 2nd quarter. Valeo Financial Advisors LLC now owns 2,868,534 shares of the transportation company’s stock valued at $456,097,000 after purchasing an additional 2,862,970 shares during the period. LSV Asset Management lifted its stake in shares of Ryder System by 0.3% in the 1st quarter. LSV Asset Management now owns 1,456,453 shares of the transportation company’s stock valued at $209,453,000 after purchasing an additional 4,912 shares during the period. Orbis Allan Gray Ltd lifted its stake in shares of Ryder System by 0.9% in the 1st quarter. Orbis Allan Gray Ltd now owns 870,959 shares of the transportation company’s stock valued at $125,253,000 after purchasing an additional 7,429 shares during the period. Finally, American Century Companies Inc. lifted its stake in shares of Ryder System by 0.3% in the 1st quarter. American Century Companies Inc. now owns 846,771 shares of the transportation company’s stock valued at $121,774,000 after purchasing an additional 2,876 shares during the period. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Insider Transactions at Ryder System

In related news, SVP Sanford J. Hodes sold 532 shares of Ryder System stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $187.48, for a total value of $99,739.36. Following the completion of the sale, the senior vice president owned 24,452 shares of the company’s stock, valued at $4,584,260.96. The trade was a 2.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director E Follin Smith sold 5,523 shares of Ryder System stock in a transaction on Thursday, July 31st. The stock was sold at an average price of $177.66, for a total value of $981,216.18. Following the completion of the sale, the director directly owned 33,779 shares of the company’s stock, valued at $6,001,177.14. The trade was a 14.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 18,055 shares of company stock worth $3,290,851. 5.20% of the stock is currently owned by insiders.

Ryder System Price Performance

Shares of NYSE:R opened at $169.08 on Wednesday. Ryder System, Inc. has a fifty-two week low of $125.54 and a fifty-two week high of $195.48. The business has a 50-day simple moving average of $184.16 and a two-hundred day simple moving average of $167.55. The company has a debt-to-equity ratio of 2.35, a quick ratio of 1.02 and a current ratio of 1.02. The firm has a market cap of $6.83 billion, a price-to-earnings ratio of 14.28 and a beta of 1.00.

Ryder System (NYSE:R) last issued its quarterly earnings data on Thursday, October 23rd. The transportation company reported $3.57 EPS for the quarter, topping the consensus estimate of $3.56 by $0.01. Ryder System had a return on equity of 17.69% and a net margin of 3.96%.The company had revenue of $3.17 billion during the quarter, compared to analyst estimates of $3.19 billion. During the same quarter in the previous year, the company posted $3.44 earnings per share. Ryder System’s revenue was up .1% compared to the same quarter last year. Ryder System has set its Q4 2025 guidance at 3.500-3.700 EPS. FY 2025 guidance at 12.850-13.050 EPS. On average, analysts expect that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 19th. Investors of record on Monday, November 17th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Monday, November 17th. This represents a $3.64 annualized dividend and a dividend yield of 2.2%. Ryder System’s payout ratio is presently 30.74%.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on R. Stephens lifted their price objective on Ryder System from $150.00 to $190.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 29th. Wolfe Research upgraded Ryder System from a “peer perform” rating to an “outperform” rating and set a $159.00 price objective for the company in a research note on Tuesday, July 1st. Robert W. Baird lifted their price objective on Ryder System from $186.00 to $192.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. Susquehanna began coverage on Ryder System in a research note on Tuesday, July 15th. They set a “positive” rating and a $215.00 price objective for the company. Finally, JPMorgan Chase & Co. lifted their price objective on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $195.89.

Ryder System Company Profile

Ryder System, Inc operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers; access to diesel fuel; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website, as well as digital and technology support services.