Sanford Hodes Sells 10,527 Shares of Ryder System (NYSE:R) Stock

Ryder System, Inc. (NYSE:R) SVP Sanford Hodes sold 10,527 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the transaction, the senior vice president owned 23,954 shares in the company, valued at approximately $5,034,172.64. This trade represents a 30.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Ryder System Trading Down 1.7%

Shares of NYSE:R opened at $219.30 on Friday. 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 capitalization of $8.65 billion, a PE ratio of 18.32 and a beta of 0.96. Ryder System, Inc. has a 1 year low of $125.54 and a 1 year high of $230.38. The firm has a fifty day moving average price of $198.09 and a 200 day moving average price of $186.10.

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 analysts’ consensus estimates of $3.66 by ($0.07). The company had revenue of $2.60 billion during 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 quarterly revenue was down .4% on a year-over-year basis. During the same period in the prior year, the firm earned $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. Analysts expect that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be given 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 dividend yield of 1.7%. Ryder System’s dividend payout ratio (DPR) is currently 30.41%.

Hedge Funds Weigh In On Ryder System

A number of hedge funds have recently made changes to their positions in R. Invesco Ltd. lifted its holdings in shares of Ryder System by 3.9% during the 4th quarter. Invesco Ltd. now owns 413,493 shares of the transportation company’s stock worth $79,138,000 after acquiring an additional 15,404 shares during the period. Mercer Global Advisors Inc. ADV raised its position in Ryder System by 1.5% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 31,867 shares of the transportation company’s stock worth $6,099,000 after purchasing an additional 480 shares in the last quarter. Mackenzie Financial Corp lifted its stake in Ryder System by 115.9% during the fourth quarter. Mackenzie Financial Corp now owns 36,958 shares of the transportation company’s stock worth $7,116,000 after purchasing an additional 19,843 shares during the period. Empowered Funds LLC boosted its holdings in Ryder System by 17.2% during the fourth quarter. Empowered Funds LLC now owns 50,906 shares of the transportation company’s stock valued at $9,743,000 after purchasing an additional 7,485 shares in the last quarter. Finally, XTX Topco Ltd bought a new stake in shares of Ryder System in the 4th quarter valued at approximately $1,672,000. Institutional investors and hedge funds own 87.47% of the company’s stock.

Key Ryder System News

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 equities research analysts have issued reports on the stock. Morgan Stanley upped their price target on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a report on Monday, December 8th. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Susquehanna upped their price target on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. upped 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 analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $215.44.

About Ryder System

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.