18,109 Shares in Ryder System, Inc. $R Purchased by Fieldview Capital Management LLC

Fieldview Capital Management LLC acquired a new position in shares of Ryder System, Inc. (NYSE:R) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 18,109 shares of the transportation company’s stock, valued at approximately $3,416,000.

Other hedge funds have also recently bought and sold shares of the company. Allianz Asset Management GmbH boosted its position in shares of Ryder System by 254.1% during the 3rd quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock worth $6,571,000 after acquiring an additional 24,996 shares in the last quarter. Thrivent Financial for Lutherans raised its position in Ryder System by 76.6% during the third quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock valued at $12,628,000 after purchasing an additional 29,029 shares in the last quarter. Asset Management One Co. Ltd. acquired a new position in Ryder System during the third quarter valued at approximately $3,495,000. New York State Common Retirement Fund lifted its stake in Ryder System by 9.7% during the third quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock worth $5,992,000 after purchasing an additional 2,800 shares during the last quarter. Finally, Verdence Capital Advisors LLC bought a new stake in Ryder System during the third quarter worth $1,135,000. 87.47% of the stock is owned by institutional investors.

Insider Transactions at Ryder System

In other news, Director E Follin Smith sold 32,230 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $207.61, for a total transaction of $6,691,270.30. Following the completion of the transaction, the director owned 1,549 shares of the company’s stock, valued at approximately $321,587.89. This trade represents a 95.41% 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. Also, CEO Robert E. Sanchez sold 41,779 shares of Ryder System stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total transaction of $9,329,250.70. Following the transaction, the chief executive officer owned 40,828 shares in the company, valued at approximately $9,116,892.40. This trade represents a 50.58% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 130,673 shares of company stock worth $28,233,471. 5.20% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Susquehanna lifted their price target on 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 Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Citigroup lifted their target price on Ryder System from $218.00 to $245.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Ryder System has a consensus rating of “Moderate Buy” and a consensus price target of $215.44.

Ryder System Price Performance

Ryder System stock opened at $198.79 on Monday. 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 company has a market capitalization of $7.84 billion, a PE ratio of 16.61 and a beta of 0.93. Ryder System, Inc. has a 12 month low of $125.54 and a 12 month high of $230.38. The stock has a 50-day moving average price of $203.36 and a two-hundred day moving average price of $189.21.

Ryder System (NYSE:R) last released 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 firm had revenue of $2.60 billion for the quarter, compared to the consensus estimate of $3.21 billion. During the same quarter last year, the firm posted $3.45 earnings per share. The business’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. Analysts expect that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

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 dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Tuesday, February 17th. Ryder System’s payout ratio is presently 30.41%.

Ryder System 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.