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

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

Ryder System Trading Down 1.7%

NYSE R opened at $219.30 on Friday. The company has a market capitalization of $8.65 billion, a PE ratio of 18.32 and a beta of 0.96. The company has a fifty day moving average of $198.09 and a 200 day moving average of $186.10. Ryder System, Inc. has a 1 year low of $125.54 and a 1 year high of $230.38. 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 (NYSE:R) last announced 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 company had revenue of $2.60 billion for the quarter, compared to analyst estimates of $3.21 billion. During the same period in the prior year, the business posted $3.45 earnings per share. Ryder System’s revenue for the quarter 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. Research analysts forecast that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Dividend Announcement

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 $0.91 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $3.64 dividend on an annualized basis and a yield of 1.7%. Ryder System’s payout ratio is presently 30.41%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on R. Susquehanna boosted their target price on shares of Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Wells Fargo & Company upped their price objective on shares of Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. JPMorgan Chase & Co. lifted their price target on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Finally, Citigroup upped their price target on Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $215.44.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Management issued firm FY‑2026 EPS guidance (13.45–14.45) and Q1 guidance (2.10–2.35) and said share repurchases helped lift Q4 EPS year‑over‑year — guidance and buybacks support forward earnings expectations. Ryder Q4 Earnings Miss, Increase Year Over Year
• Positive Sentiment: Board declared a quarterly dividend ($0.91 per share; annualized $3.64) — increases steady income/total‑return appeal alongside buybacks. Dividend & Related News
• Neutral Sentiment: Management presented at investor conferences (Barclays, Citi); transcripts released — useful for detail/tone but not an immediate earnings catalyst. Barclays Conference Transcript
• Neutral Sentiment: Certain analysts have raised targets (e.g., Citi, Susquehanna) which supports sentiment and provides upside visibility if execution matches guidance. Analyst Notes (MarketBeat)
• Negative Sentiment: Heavy insider selling by multiple executives and a director (examples: Director E. Follin Smith ~32,230 shares; EVP Rajeev Ravindran ~14,367 shares; SVP Sanford Hodes ~10,527; CMO Karen Jones ~6,000; other sales totaling millions) — concentrated exits can sap sentiment and add supply pressure. SEC Form 4 — E. Follin Smith
• Negative Sentiment: Q4 results showed an EPS miss vs. consensus and a notable revenue shortfall (investors will watch organic revenue/margin recovery beyond buyback‑driven EPS). Ryder Q4 Earnings Miss
• Negative Sentiment: Short interest has increased on the NYSE composite for Ryder — higher short activity can amplify downside volatility if further negative news appears. Short Interest Rise

Institutional Investors Weigh In On Ryder System

Several large investors have recently bought and sold shares of R. Orion Porfolio Solutions LLC raised its stake in Ryder System by 2.4% during the fourth quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock worth $433,000 after purchasing an additional 52 shares during the period. Vectors Research Management LLC increased its holdings in shares of Ryder System by 0.3% during the 4th quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock worth $3,543,000 after buying an additional 61 shares during the last quarter. GAMMA Investing LLC raised its position in shares of Ryder System by 4.7% in the 3rd quarter. GAMMA Investing LLC now owns 1,368 shares of the transportation company’s stock worth $258,000 after buying an additional 62 shares during the period. Burns Matteson Capital Management LLC boosted its holdings in Ryder System by 2.4% in the fourth quarter. Burns Matteson Capital Management LLC now owns 2,657 shares of the transportation company’s stock valued at $509,000 after acquiring an additional 63 shares during the last quarter. Finally, Inspire Investing LLC grew its position in Ryder System by 4.0% during the fourth quarter. Inspire Investing LLC now owns 1,709 shares of the transportation company’s stock valued at $327,000 after acquiring an additional 65 shares during the period. 87.47% of the stock is currently owned by hedge funds and other 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.