E Follin Smith Sells 32,230 Shares of Ryder System (NYSE:R) Stock

Ryder System, Inc. (NYSE:R) Director E Follin Smith sold 32,230 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $207.61, for a total transaction of $6,691,270.30. Following the transaction, the director directly owned 1,549 shares in the company, valued at $321,587.89. The trade was a 95.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Ryder System Stock Down 1.7%

Ryder System stock opened at $219.30 on Friday. The stock has a 50 day moving average of $198.09 and a two-hundred day moving average of $186.10. Ryder System, Inc. has a twelve month low of $125.54 and a twelve month high of $230.38. The stock has a market capitalization of $8.65 billion, a price-to-earnings ratio of 18.32 and a beta of 0.96. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24.

Ryder System (NYSE:R) last released its 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 net margin of 3.95% and a return on equity of 17.70%. The company had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. During the same period in the previous year, the firm posted $3.45 EPS. The company’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. As a group, research analysts expect that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Dividend Announcement

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

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on R. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Wells Fargo & Company increased their price objective on Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Susquehanna raised their target price on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a report on Friday, February 13th. JPMorgan Chase & Co. upped their price target on shares of Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. Finally, Citigroup increased their price target on shares of Ryder System from $218.00 to $245.00 and gave the company a “buy” rating in a report on Friday, February 13th. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $215.44.

Institutional Trading of Ryder System

Several large investors have recently modified their holdings of the business. Root Financial Partners LLC acquired a new position in shares of Ryder System during the 3rd quarter worth approximately $28,000. Los Angeles Capital Management LLC purchased a new position in Ryder System during the fourth quarter worth $31,000. Assetmark Inc. raised its holdings in shares of Ryder System by 421.9% in the third quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock worth $32,000 after acquiring an additional 135 shares during the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Ryder System by 770.0% in the second quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock worth $28,000 after acquiring an additional 154 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Ryder System in the fourth quarter valued at $34,000. 87.47% of the stock is currently owned by institutional investors and hedge funds.

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.