Ryder System, Inc. $R Shares Bought by Bailard Inc.

Bailard Inc. boosted its position in shares of Ryder System, Inc. (NYSE:R) by 35.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,313 shares of the transportation company’s stock after acquiring an additional 2,708 shares during the period. Bailard Inc.’s holdings in Ryder System were worth $1,974,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Allianz Asset Management GmbH boosted its holdings in shares of Ryder System by 254.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock valued at $6,571,000 after buying an additional 24,996 shares in the last quarter. Thrivent Financial for Lutherans raised its position in Ryder System by 76.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock worth $12,628,000 after buying an additional 29,029 shares during the last quarter. American Century Companies Inc. raised its position in Ryder System by 1.1% during the 3rd quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company’s stock worth $163,675,000 after buying an additional 9,404 shares during the last quarter. New York State Common Retirement Fund raised its position in Ryder System by 9.7% during the 3rd quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock worth $5,992,000 after buying an additional 2,800 shares during the last quarter. Finally, Calamos Wealth Management LLC purchased a new position in shares of Ryder System in the 4th quarter valued at about $1,408,000. Institutional investors and hedge funds own 87.47% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on R. Wells Fargo & Company increased their price target 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. Wall Street Zen upgraded shares of Ryder System from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Zacks Research raised shares of Ryder System from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, April 29th. 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. Finally, Robert W. Baird raised their target price on shares of Ryder System from $202.00 to $253.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $234.89.

Insider Activity

In other Ryder System news, insider Thomas M. Havens sold 12,571 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the sale, the insider owned 33,074 shares in the company, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Rajeev Ravindran sold 2,696 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $221.61, for a total value of $597,460.56. Following the completion of the transaction, the executive vice president owned 18,136 shares in the company, valued at $4,019,118.96. This represents a 12.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 131,393 shares of company stock worth $28,403,240. 4.90% of the stock is owned by company insiders.

Ryder System Price Performance

Shares of NYSE R opened at $227.63 on Wednesday. Ryder System, Inc. has a fifty-two week low of $143.34 and a fifty-two week high of $259.00. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 2.09. The stock has a market cap of $8.81 billion, a P/E ratio of 18.92 and a beta of 1.04. The firm’s 50-day simple moving average is $215.95 and its 200 day simple moving average is $198.85.

Ryder System (NYSE:R) last issued its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $0.25. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The company had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $3.11 billion. During the same period in the prior year, the company earned $2.46 EPS. Ryder System’s 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. Equities analysts expect that Ryder System, Inc. will post 14.82 EPS for the current year.

Ryder System Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Monday, May 18th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, May 18th. Ryder System’s dividend payout ratio is presently 30.26%.

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.