Braun Stacey Associates Inc. Increases Stake in Ryder System, Inc. $R

Key Points

• Braun Stacey Associates increased its Ryder System stake by 88.6% in the second quarter, owning 112,290 shares valued at approximately $29.6 million. Institutional investors collectively hold 87.47% of the company’s shares.
• Ryder reported quarterly EPS of $3.73, slightly above analyst expectations, while revenue reached $2.69 billion and rose 5% year over year. The company maintained fiscal 2026 EPS guidance of $14.40–$14.80.
• Ryder raised its quarterly dividend to $1.01 per share from $0.91, implying an annualized payout of $4.04 and a 1.6% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $294.14.

Braun Stacey Associates Inc. increased its stake in Ryder System, Inc. (NYSE:R - Free Report) by 88.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 112,290 shares of the transportation company's stock after buying an additional 52,748 shares during the period. Braun Stacey Associates Inc. owned 0.29% of Ryder System worth $29,619,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Royal Bank of Canada raised its position in shares of Ryder System by 52.8% in the 1st quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company's stock worth $2,267,000 after acquiring an additional 5,448 shares in the last quarter. Focus Partners Wealth boosted its position 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 valued at $266,000 after purchasing an additional 135 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company's stock worth $41,000 after purchasing an additional 109 shares during the period. Northwestern Mutual Wealth Management Co. grew its stake in Ryder System by 10.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company's stock worth $189,000 after purchasing an additional 110 shares during the period. Finally, M&T Bank Corp raised its holdings in Ryder System by 10.9% in the second quarter. M&T Bank Corp now owns 2,153 shares of the transportation company's stock worth $343,000 after purchasing an additional 212 shares in the last quarter. 87.47% of the stock is currently owned by hedge funds and other institutional investors.

Ryder System Price Performance

R opened at $246.04 on Friday. The stock has a 50-day moving average price of $262.20 and a 200-day moving average price of $239.98. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.65 and a quick ratio of 0.65. The firm has a market cap of $9.44 billion, a PE ratio of 20.02 and a beta of 1.02. Ryder System, Inc. has a 1 year low of $157.67 and a 1 year high of $284.25.

Ryder System (NYSE:R - Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, beating the consensus estimate of $3.69 by $0.04. The company had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. Ryder System's revenue for the quarter was up 5.0% on a year-over-year basis. During the same period in the prior year, the firm posted $3.32 EPS. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. Sell-side analysts predict that Ryder System, Inc. will post 14.74 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be issued a dividend of $1.01 per share. The ex-dividend date is Monday, August 24th. This is a positive change from Ryder System's previous quarterly dividend of $0.91. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.6%. Ryder System's dividend payout ratio is currently 32.87%.

Analyst Ratings Changes

Several brokerages have commented on R. Barclays raised their price objective on Ryder System from $290.00 to $300.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. Susquehanna lifted their price target on shares of Ryder System from $290.00 to $310.00 and gave the company a "positive" rating in a research report on Friday, July 24th. Zacks Research lowered shares of Ryder System from a "strong-buy" rating to a "hold" rating in a research note on Monday, June 22nd. Morgan Stanley boosted their price objective on shares of Ryder System from $263.00 to $280.00 and gave the stock an "overweight" rating in a research note on Monday, July 6th. Finally, Citigroup upped their price objective on shares of Ryder System from $280.00 to $283.00 and gave the stock a "neutral" rating in a report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Ryder System has a consensus rating of "Moderate Buy" and a consensus target price of $294.14.

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.

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