SG Americas Securities LLC Has $1.22 Million Position in Ryder System, Inc. $R

SG Americas Securities LLC reduced its holdings in Ryder System, Inc. (NYSE:R) by 37.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,384 shares of the transportation company’s stock after selling 3,851 shares during the period. SG Americas Securities LLC’s holdings in Ryder System were worth $1,222,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Royal Bank of Canada increased its stake in shares of Ryder System by 52.8% during the 1st quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company’s stock worth $2,267,000 after purchasing an additional 5,448 shares during the last quarter. Focus Partners Wealth boosted its holdings in shares of Ryder System by 7.9% during the 1st quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after buying an additional 135 shares during the period. Geneos Wealth Management Inc. boosted its holdings in shares of Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after buying an additional 109 shares during the period. XTX Topco Ltd bought a new stake in shares of Ryder System during the 2nd quarter worth about $264,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Ryder System by 10.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock worth $189,000 after buying an additional 110 shares during the period. 87.47% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on R shares. Susquehanna boosted their price objective on shares of Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a report on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Wells Fargo & Company increased their price objective on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Finally, Citigroup lifted their price objective on shares of Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Ryder System has an average rating of “Moderate Buy” and an average price target of $215.44.

Insider Activity at Ryder System

In related news, EVP Rajeev Ravindran sold 14,367 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $211.73, for a total transaction of $3,041,924.91. Following the completion of the transaction, the executive vice president owned 20,832 shares of the company’s stock, valued at approximately $4,410,759.36. The trade was a 40.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Thomas M. Havens sold 12,571 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the transaction, the insider directly owned 33,074 shares of the company’s stock, valued at approximately $7,330,852.10. This represents a 27.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 130,673 shares of company stock valued at $28,233,471 in the last quarter. 4.90% of the stock is currently owned by company insiders.

Ryder System Stock Performance

NYSE R opened at $207.05 on Wednesday. The company’s 50 day moving average is $206.57 and its 200-day moving average is $191.10. Ryder System, Inc. has a 12-month low of $127.38 and a 12-month high of $230.38. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm has a market cap of $8.16 billion, a P/E ratio of 17.30 and a beta of 0.93.

Ryder System (NYSE:R) last posted its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.66 by ($0.07). The business had revenue of $2.60 billion during the quarter, compared to the consensus estimate of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business’s revenue for the quarter was down .4% on a year-over-year basis. During the same period last 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. Sell-side analysts predict that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, February 17th were paid a dividend of $0.91 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $3.64 annualized dividend and a yield of 1.8%. Ryder System’s payout ratio is currently 30.41%.

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.