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

Ryder System, Inc. (NYSE:R) EVP Rajeev Ravindran sold 14,367 shares of the business’s stock in a transaction dated 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 directly owned 20,832 shares of the company’s stock, valued at $4,410,759.36. This represents a 40.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Ryder System Stock Down 1.7%

Shares of NYSE:R opened at $219.30 on Friday. The company has a 50 day moving average of $198.09 and a 200-day moving average of $186.10. Ryder System, Inc. has a one year low of $125.54 and a one year high of $230.38. The stock has a market cap of $8.65 billion, a price-to-earnings ratio of 18.32 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 (NYSE:R) last released its 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). The business had revenue of $2.60 billion for the quarter, compared to analyst estimates of $3.21 billion. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.Ryder System’s revenue was down .4% on a year-over-year basis. During the same period in the prior year, the firm posted $3.45 EPS. 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 forecast that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $3.64 annualized dividend and a yield of 1.7%. Ryder System’s dividend payout ratio is presently 30.41%.

Hedge Funds Weigh In On Ryder System

A number of large investors have recently bought and sold shares of the company. Hantz Financial Services Inc. grew its stake in shares of Ryder System by 770.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock worth $28,000 after acquiring an additional 154 shares in the last quarter. Root Financial Partners LLC bought a new position in Ryder System in the third quarter valued at $28,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in 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 purchasing an additional 128 shares in the last quarter. MAI Capital Management increased its stake in Ryder System by 57.6% in the 2nd quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock valued at $30,000 after buying an additional 68 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new stake in Ryder System during the 4th quarter worth about $31,000. Institutional investors and hedge funds own 87.47% of the company’s stock.

Ryder System News Roundup

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

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Wolfe Research reiterated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Morgan Stanley lifted their price target 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. Citigroup upped their price objective on shares of Ryder System from $218.00 to $245.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Wells Fargo & Company lifted their target price on Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Finally, JPMorgan Chase & Co. boosted their price objective on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Seven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Ryder System currently has an average rating of “Moderate Buy” and an average target price of $215.44.

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.