American Century Companies Inc. Has $163.68 Million Holdings in Ryder System, Inc. $R

American Century Companies Inc. raised its holdings in shares of Ryder System, Inc. (NYSE:R) by 1.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 867,658 shares of the transportation company’s stock after acquiring an additional 9,404 shares during the quarter. American Century Companies Inc. owned approximately 2.15% of Ryder System worth $163,675,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Hantz Financial Services Inc. lifted its stake in Ryder System by 770.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 154 shares during the last quarter. Root Financial Partners LLC acquired a new position in Ryder System in the 3rd quarter valued at $28,000. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Ryder System by 237.0% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 182 shares of the transportation company’s stock worth $29,000 after purchasing an additional 128 shares during the period. MAI Capital Management grew its stake in Ryder System by 57.6% during the second quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock worth $30,000 after buying an additional 68 shares in the last quarter. Finally, Assetmark Inc. grew its stake in Ryder System by 421.9% during the third quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock worth $32,000 after buying an additional 135 shares in the last quarter. Institutional investors and hedge funds own 87.47% of the company’s stock.

Ryder System Trading Down 0.9%

Shares of NYSE R opened at $221.18 on Monday. 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. The firm has a 50-day moving average of $201.88 and a 200 day moving average of $188.10. The stock has a market cap of $8.72 billion, a P/E ratio of 18.48 and a beta of 0.93.

Ryder System (NYSE:R) last announced its quarterly earnings data 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). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The business had revenue of $2.60 billion during the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter last year, the company posted $3.45 EPS. Ryder System’s revenue for the quarter was down .4% compared to the same quarter last year. 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, sell-side analysts expect that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Announces Dividend

The firm also recently announced 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 dividend yield of 1.6%. Ryder System’s dividend payout ratio (DPR) is presently 30.41%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on R. Wells Fargo & Company raised their target price on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Citigroup lifted their price target on Ryder System from $218.00 to $245.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Susquehanna raised their price objective on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research report on Friday, February 13th. Morgan Stanley upped their price objective on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Finally, Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Ryder System has an average rating of “Moderate Buy” and an average price target of $215.44.

Insider Activity

In related news, Director E Follin Smith sold 32,230 shares of the 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 sale, the director directly owned 1,549 shares of the company’s stock, valued at $321,587.89. This trade represents a 95.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Sanford J. Hodes sold 10,527 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the sale, the senior vice president owned 23,954 shares of the company’s stock, valued at approximately $5,034,172.64. This represents a 30.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 130,673 shares of company stock valued at $28,233,471. Corporate insiders own 5.20% of the company’s stock.

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.