Ryder System (NYSE:R) SVP Sanford Hodes Sells 10,527 Shares

Ryder System, Inc. (NYSE:R) SVP Sanford Hodes sold 10,527 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total value of $2,212,354.32. Following the sale, the senior vice president directly owned 23,954 shares in the company, valued at $5,034,172.64. This represents a 30.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Ryder System Stock Performance

Shares of R stock opened at $222.91 on Thursday. Ryder System, Inc. has a 52-week low of $125.54 and a 52-week 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 stock has a market cap of $8.79 billion, a PE ratio of 18.62 and a beta of 0.96. The business has a 50-day simple moving average of $197.67 and a 200-day simple moving average of $185.87.

Ryder System (NYSE:R) last announced its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The company had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter in the prior year, the business posted $3.45 earnings per share. The firm’s revenue was down .4% compared to the same quarter last year. 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. On average, equities analysts expect that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

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

Key Headlines Impacting Ryder System

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

Analyst Upgrades and Downgrades

R has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. JPMorgan Chase & Co. increased their price target on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Morgan Stanley boosted their price objective on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. Finally, Susquehanna upped their target price on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research note on Friday, February 13th. Seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Ryder System presently has a consensus rating of “Moderate Buy” and a consensus target price of $215.44.

Institutional Trading of Ryder System

Several large investors have recently made changes to their positions in R. Royal Bank of Canada raised its stake in Ryder System by 52.8% in the 1st quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company’s stock valued at $2,267,000 after purchasing an additional 5,448 shares during the last quarter. Focus Partners Wealth grew its holdings in shares of Ryder System by 7.9% during the first quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after buying an additional 135 shares in the last quarter. Geneos Wealth Management Inc. raised its position in shares of Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after buying an additional 109 shares during the last quarter. IFP Advisors Inc raised its position in shares of Ryder System by 103.6% in the second quarter. IFP Advisors Inc now owns 224 shares of the transportation company’s stock valued at $36,000 after buying an additional 114 shares during the last quarter. Finally, CWM LLC lifted its stake in shares of Ryder System by 46.5% in the second quarter. CWM LLC now owns 1,263 shares of the transportation company’s stock worth $201,000 after buying an additional 401 shares in the last quarter. 87.47% of the stock is currently owned by hedge funds and other institutional investors.

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.