Thomas Michael Regan Sells 871 Shares of Ryder System (NYSE:R) Stock

Ryder System, Inc. (NYSE:R) EVP Thomas Michael Regan sold 871 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $212.81, for a total transaction of $185,357.51. Following the sale, the executive vice president directly owned 7,747 shares of the company’s stock, valued at approximately $1,648,639.07. This represents a 10.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Ryder System Stock Performance

Shares of Ryder System stock traded up $6.66 on Wednesday, reaching $222.91. 483,869 shares of the company were exchanged, compared to its average volume of 390,482. Ryder System, Inc. has a 1-year low of $125.54 and a 1-year high of $230.38. The firm has a market cap of $8.79 billion, a price-to-earnings ratio of 18.62 and a beta of 0.96. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The company’s 50-day moving average is $197.09 and its two-hundred day moving average is $185.61.

Ryder System (NYSE:R) last posted 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). The company 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 quarterly revenue was down .4% compared to the same quarter last year. During the same quarter in the previous year, the business 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 earnings per share for the current fiscal year.

Ryder System Announces Dividend

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

Key Ryder System News

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

Institutional Trading of Ryder System

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in R. Hantz Financial Services Inc. raised its holdings in Ryder System by 770.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 154 shares during the period. Root Financial Partners LLC bought a new position in shares of Ryder System in the third quarter valued at approximately $28,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake 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 valued at $29,000 after acquiring an additional 128 shares in the last quarter. MAI Capital Management increased its holdings in Ryder System by 57.6% during the 2nd quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock worth $30,000 after acquiring an additional 68 shares during the period. Finally, Los Angeles Capital Management LLC purchased a new stake in Ryder System in the 4th quarter worth approximately $31,000. 87.47% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

R has been the subject of several recent research reports. Citigroup increased their price objective on Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Morgan Stanley lifted their price target on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a report on Monday, December 8th. Susquehanna boosted 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. JPMorgan Chase & Co. raised their price objective on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Ryder System currently has an average rating of “Moderate Buy” and an average price target of $215.44.

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.