Inceptionr LLC Acquires Shares of 2,949 Ryder System, Inc. $R

Inceptionr LLC acquired a new position in shares of Ryder System, Inc. (NYSE:R) during the third quarter, Holdings Channel reports. The fund acquired 2,949 shares of the transportation company’s stock, valued at approximately $556,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Private Advisor Group LLC lifted its position in shares of Ryder System by 22.1% during the 3rd quarter. Private Advisor Group LLC now owns 14,866 shares of the transportation company’s stock worth $2,804,000 after buying an additional 2,691 shares in the last quarter. Natixis Advisors LLC increased its position in shares of Ryder System by 23.6% during the third quarter. Natixis Advisors LLC now owns 181,468 shares of the transportation company’s stock valued at $34,232,000 after acquiring an additional 34,601 shares during the last quarter. Blair William & Co. IL increased its position in shares of Ryder System by 6.2% during the third quarter. Blair William & Co. IL now owns 3,535 shares of the transportation company’s stock valued at $667,000 after acquiring an additional 207 shares during the last quarter. Orion Porfolio Solutions LLC lifted its holdings in Ryder System by 4.0% during the third quarter. Orion Porfolio Solutions LLC now owns 2,210 shares of the transportation company’s stock worth $417,000 after acquiring an additional 84 shares during the period. Finally, Focus Partners Advisor Solutions LLC bought a new stake in Ryder System during the third quarter worth $285,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Susquehanna upped their price objective on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Morgan Stanley lifted their target price on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Finally, Citigroup raised their price objective on shares of Ryder System from $218.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Seven 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.com, Ryder System presently has an average rating of “Moderate Buy” and a consensus target price of $215.44.

Insider Activity

In related news, SVP Sanford J. Hodes sold 10,527 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 of the company’s stock, valued at $5,034,172.64. This trade represents a 30.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Thomas M. Havens sold 12,571 shares of Ryder System stock in a transaction that occurred on Wednesday, February 18th. The shares were 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 of the company’s stock, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 130,673 shares of company stock worth $28,233,471. Company insiders own 5.20% of the company’s stock.

Ryder System Price Performance

Shares of NYSE:R opened at $202.50 on Wednesday. The company has a 50 day moving average of $203.70 and a 200 day moving average of $189.47. 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 stock has a market cap of $7.98 billion, a P/E ratio of 16.92 and a beta of 0.93. Ryder System, Inc. has a 12 month low of $125.54 and a 12 month high of $230.38.

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 the consensus estimate of $3.66 by ($0.07). The firm had revenue of $2.60 billion during the quarter, compared to analysts’ expectations of $3.21 billion. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The business’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $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, sell-side analysts forecast that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Dividend Announcement

The firm also recently declared 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 of this dividend is Tuesday, February 17th. This represents a $3.64 annualized dividend and a dividend yield of 1.8%. Ryder System’s dividend payout ratio (DPR) is presently 30.41%.

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.