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

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

Ryder System Trading Up 3.1%

Shares of R opened at $222.91 on Thursday. Ryder System, Inc. has a 1-year low of $125.54 and a 1-year high of $230.38. 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 firm’s 50-day moving average price is $197.67 and its 200-day moving average price is $185.87. The firm has a market capitalization of $8.79 billion, a price-to-earnings ratio of 18.62 and a beta of 0.96.

Ryder System (NYSE:R) last issued its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company had revenue of $2.60 billion during the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter last year, the business earned $3.45 earnings per share. The business’s quarterly revenue was down .4% on a year-over-year basis. 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. Sell-side analysts anticipate that Ryder System, Inc. will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

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

Ryder System News Summary

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

• Positive Sentiment: Management issued upbeat FY‑2026 EPS guidance (13.45–14.45) and Q1 guidance; company said share repurchases boosted year‑over‑year Q4 EPS — guidance and buybacks support forward earnings expectations. Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
• Positive Sentiment: Board declared a quarterly dividend (annualized $3.64, yield ≈1.6%; payable Mar. 20) — a steady payout plus buybacks can make the stock more attractive to income/total‑return investors. Ryder System CMO Sells
• Neutral Sentiment: Management presented at Barclays and Citi investor conferences; transcripts released — helpful for detail and tone but not an immediate earnings catalyst. Barclays Conference Transcript Citi Conference Transcript
• Neutral Sentiment: Analysts have been raising targets (Wells Fargo, Citi among others) — uplifts to sentiment/price targets can support the rally but depend on execution. Analyst Notes (MarketBeat)
• Negative Sentiment: Material insider selling across management and the board (multiple Form 4 filings; e.g., Director E. Follin Smith sold ~32,230 shares) — concentrated insider exits can sap sentiment and add selling pressure. SEC Form 4 — E. Follin Smith
• Negative Sentiment: Q4 showed an EPS miss vs. consensus and a sizable revenue shortfall — investors will be watching organic revenue and margin trends beyond buyback‑driven EPS. Ryder Q4 Earnings Miss
• Negative Sentiment: Short interest on the NYSE composite has risen — higher short activity can amplify downside volatility if negative news appears. Short Interest Rise

Institutional Investors Weigh In On Ryder System

Several institutional investors have recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC raised its position in shares of Ryder System by 2.4% in the 4th quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock valued at $433,000 after purchasing an additional 52 shares during the last quarter. Vectors Research Management LLC raised its holdings in shares of Ryder System by 0.3% in the fourth quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock worth $3,543,000 after buying an additional 61 shares during the last quarter. GAMMA Investing LLC raised its holdings in shares of Ryder System by 4.7% in the third quarter. GAMMA Investing LLC now owns 1,368 shares of the transportation company’s stock worth $258,000 after buying an additional 62 shares during the last quarter. Burns Matteson Capital Management LLC lifted its stake in shares of Ryder System by 2.4% during the fourth quarter. Burns Matteson Capital Management LLC now owns 2,657 shares of the transportation company’s stock worth $509,000 after buying an additional 63 shares during the period. Finally, Inspire Investing LLC grew its holdings in shares of Ryder System by 4.0% during the fourth quarter. Inspire Investing LLC now owns 1,709 shares of the transportation company’s stock valued at $327,000 after buying an additional 65 shares during the last quarter. Institutional investors and hedge funds own 87.47% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on R shares. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Morgan Stanley boosted their price target on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Susquehanna raised their price objective 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, JPMorgan Chase & Co. lifted their price objective on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $215.44.

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.