Ryder System (NYSE:R) EVP Rajeev Ravindran Sells 14,367 Shares

Ryder System, Inc. (NYSE:R) EVP Rajeev Ravindran sold 14,367 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $211.73, for a total value of $3,041,924.91. Following the sale, the executive vice president directly owned 20,832 shares in the company, valued at approximately $4,410,759.36. The trade was a 40.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Ryder System Stock Up 3.1%

Shares of NYSE:R traded up $6.66 during trading on Wednesday, reaching $222.91. The stock had a trading volume of 483,869 shares, compared to its average volume of 390,482. Ryder System, Inc. has a one year low of $125.54 and a one year high of $230.38. The firm’s 50-day simple moving average is $197.09 and its 200 day simple moving average is $185.61. 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 $8.79 billion, a P/E ratio of 18.62 and a beta of 0.96.

Ryder System (NYSE:R) last issued its quarterly 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). The business had revenue of $2.60 billion for 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%.The business’s revenue for the quarter was down .4% on a year-over-year basis. During the same period in the previous year, the company posted $3.45 earnings per share. 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 EPS for the current fiscal year.

Ryder System Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.6%. The ex-dividend date is Tuesday, February 17th. Ryder System’s payout ratio is presently 30.41%.

Ryder System News Roundup

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Management provided upbeat FY‑2026 EPS guidance (13.45–14.45) and Q1 guidance, and share repurchases helped lift year‑over‑year Q4 EPS — a catalyst investors may view as supportive of future earnings and buyback-driven returns. Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
• Neutral Sentiment: Ryder presented at investor conferences (Barclays and Citi); transcripts are available — these events increase investor access to management detail, which can clarify guidance and strategy but don’t by themselves move fundamentals. Barclays Conference Transcript Citi Conference Transcript
• Neutral Sentiment: Analyst/opinion pieces argue Ryder may be mispriced vs. cyclicality and control monetization themes — these narratives can attract longer‑term interest but are not immediate catalysts. Ryder System: Mispriced as Cyclical, Built to Monetize Control
• Negative Sentiment: Several insiders executed large share sales over Feb. 13–17 (including Director E. Follin Smith’s ~32k shares and multiple SVP/EVP/C‑suite sales), materially reducing holdings — such concentrated insider selling can signal liquidity-taking and pressure sentiment. SEC filings disclose the transactions. SEC Filing — E Follin Smith Form 4
• Negative Sentiment: Q4 results showed an EPS miss vs. consensus and a notable revenue shortfall, which may temper enthusiasm despite buyback-driven EPS gains — investors will watch upcoming organic growth and margin trends. Ryder Q4 Earnings Miss
• Negative Sentiment: Short interest has risen on the NYSE composite, which can amplify downside pressure and volatility if bearish bets increase or if negative news arrives. Short Interest Rise

Wall Street Analysts Forecast Growth

R has been the subject of a number of research reports. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Morgan Stanley lifted their price target on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. Wells Fargo & Company lifted their price objective on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a 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 research report on Friday, February 13th. Finally, Citigroup upped their price target on Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $215.44.

Institutional Investors Weigh In On Ryder System

A number of large investors have recently modified their holdings of R. Mercer Global Advisors Inc. ADV increased its holdings in shares of Ryder System by 1.5% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 31,867 shares of the transportation company’s stock worth $6,099,000 after buying an additional 480 shares during the last quarter. Mackenzie Financial Corp raised its position in Ryder System by 115.9% in the fourth quarter. Mackenzie Financial Corp now owns 36,958 shares of the transportation company’s stock valued at $7,116,000 after purchasing an additional 19,843 shares during the period. Empowered Funds LLC grew its holdings in shares of Ryder System by 17.2% during the 4th quarter. Empowered Funds LLC now owns 50,906 shares of the transportation company’s stock worth $9,743,000 after purchasing an additional 7,485 shares during the period. XTX Topco Ltd purchased a new stake in Ryder System in the 4th quarter valued at about $1,672,000. Finally, nVerses Capital LLC acquired a new position in Ryder System in the fourth quarter valued at about $260,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

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.