Danske Bank A S Lowers Position in Ryder System, Inc. $R

Key Points

• Danske Bank A S dramatically cut its stake in Ryder System by 98.1% in Q4, selling 26,270 shares and leaving the firm with just 500 shares valued at about $96,000.
• Ryder beat EPS expectations ($2.54 vs. $2.29) but missed revenue ($2.57B vs. $3.11B), issued FY2026 EPS guidance of 14.05–14.80, and has seen several analyst upgrades with an average price target of $234.89 and a "Moderate Buy" consensus.
• Company insiders executed large sales last quarter—totaling 131,393 shares worth about $28.4M (including CEO and EVP dispositions)—leaving insiders with roughly 4.9% ownership.

Danske Bank A S trimmed its stake in Ryder System, Inc. (NYSE:R - Free Report) by 98.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 500 shares of the transportation company's stock after selling 26,270 shares during the quarter. Danske Bank A S's holdings in Ryder System were worth $96,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the stock. State Street Corp grew its holdings in Ryder System by 0.4% in the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company's stock valued at $317,251,000 after purchasing an additional 7,447 shares during the period. Orbis Allan Gray Ltd grew its holdings in Ryder System by 15.4% in the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company's stock valued at $159,856,000 after purchasing an additional 134,423 shares during the period. Bank of America Corp DE grew its holdings in Ryder System by 6.7% in the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company's stock valued at $157,111,000 after purchasing an additional 62,313 shares during the period. Sei Investments Co. grew its holdings in Ryder System by 3.5% in the third quarter. Sei Investments Co. now owns 883,338 shares of the transportation company's stock valued at $166,633,000 after purchasing an additional 30,144 shares during the period. Finally, American Century Companies Inc. grew its holdings in Ryder System by 1.1% in the third quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company's stock valued at $163,675,000 after purchasing an additional 9,404 shares during the period. 87.47% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Wolfe Research restated a "peer perform" rating on shares of Ryder System in a report on Thursday, January 8th. Susquehanna lifted their price target on shares of Ryder System from $235.00 to $250.00 and gave the company a "positive" rating in a research report on Friday, February 13th. Citigroup lifted their price target on shares of Ryder System from $239.00 to $276.00 and gave the company a "buy" rating in a research report on Friday, April 24th. Zacks Research raised shares of Ryder System from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, April 29th. Finally, Robert W. Baird lifted their price target on shares of Ryder System from $202.00 to $253.00 and gave the company 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 assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $234.89.

Ryder System Trading Up 0.0%

Shares of R stock opened at $241.66 on Friday. The firm's 50 day moving average price is $215.30 and its two-hundred day moving average price is $197.81. Ryder System, Inc. has a fifty-two week low of $142.39 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 $9.35 billion, a price-to-earnings ratio of 20.09 and a beta of 1.04.

Ryder System (NYSE:R - Get Free Report) last posted its earnings results on Thursday, April 23rd. The transportation company reported $2.54 EPS for the quarter, topping 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 business had revenue of $2.57 billion for the quarter, compared to analysts' expectations of $3.11 billion. During the same period in the previous year, the company posted $2.46 earnings per share. The business's revenue for the quarter was down .2% compared to the same quarter last year. 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. On average, analysts anticipate that Ryder System, Inc. will post 14.82 EPS for the current year.

Ryder System Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Monday, May 18th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, May 18th. Ryder System's payout ratio is presently 30.26%.

Insider Buying and Selling at Ryder System

In other news, EVP Rajeev Ravindran sold 14,367 shares of the business's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $211.73, for a total transaction of $3,041,924.91. Following the transaction, the executive vice president directly owned 20,832 shares of the company's stock, valued at approximately $4,410,759.36. The trade was a 40.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Robert E. Sanchez sold 41,779 shares of the business's stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total transaction of $9,329,250.70. Following the transaction, the chief executive officer directly owned 40,828 shares in the company, valued at approximately $9,116,892.40. The trade was a 50.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 131,393 shares of company stock valued at $28,403,240. 4.90% of the stock is owned by company insiders.

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.

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