Forty three Eighteen Advisors LLC Makes New $2.28 Million Investment in Ryder System, Inc. $R

Forty three Eighteen Advisors LLC purchased a new stake in Ryder System, Inc. (NYSE:R) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 11,925 shares of the transportation company’s stock, valued at approximately $2,282,000. Ryder System accounts for 1.8% of Forty three Eighteen Advisors LLC’s investment portfolio, making the stock its 13th biggest position.

Other institutional investors also recently modified their holdings of the company. Los Angeles Capital Management LLC acquired a new position in shares of Ryder System during the fourth quarter worth about $31,000. Assetmark Inc. raised its position in Ryder System by 421.9% in the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock valued at $32,000 after buying an additional 135 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Ryder System in the 4th quarter valued at approximately $34,000. Optima Capital LLC bought a new stake in Ryder System in the 4th quarter valued at approximately $39,000. Finally, Geneos Wealth Management Inc. lifted its stake in Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 109 shares in the last quarter. 87.47% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

R has been the subject of several research reports. Barclays raised their price target on shares of Ryder System from $220.00 to $250.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. JPMorgan Chase & Co. boosted their price objective on shares of Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. Wall Street Zen upgraded shares of Ryder System from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Citigroup raised their target price on shares of Ryder System from $239.00 to $276.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Finally, Robert W. Baird lifted their price target on shares of Ryder System from $253.00 to $290.00 and gave the company an “outperform” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $245.00.

Ryder System Stock Performance

Shares of NYSE R opened at $263.74 on Friday. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a 50 day moving average price of $245.65 and a 200 day moving average price of $215.56. The stock has a market capitalization of $10.20 billion, a PE ratio of 21.92 and a beta of 1.01. Ryder System, Inc. has a 52 week low of $149.45 and a 52 week high of $284.25.

Ryder System (NYSE:R) last posted its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, topping the consensus estimate of $2.29 by $0.25. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The firm had revenue of $2.57 billion for the quarter, compared to analyst estimates of $3.11 billion. During the same quarter in the previous year, the firm earned $2.46 EPS. The business’s quarterly revenue was down .2% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. Analysts predict that Ryder System, Inc. will post 14.82 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 19th. Investors of record on Monday, May 18th were issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Monday, May 18th. Ryder System’s payout ratio is presently 30.26%.

Insiders Place Their Bets

In other news, SVP Sanford J. Hodes sold 595 shares of Ryder System stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $251.95, for a total value of $149,910.25. Following the completion of the transaction, the senior vice president owned 22,948 shares of the company’s stock, valued at $5,781,748.60. This trade represents a 2.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $235.79, for a total transaction of $169,768.80. Following the transaction, the director owned 29,974 shares in the company, valued at $7,067,569.46. This represents a 2.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 4.90% of the stock is currently owned by insiders.

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.