Hsbc Holdings PLC Raises Stock Position in Ryder System, Inc. $R

Key Points

• Hsbc Holdings PLC increased its stake in Ryder System, Inc. by 32.9% in Q1, now owning approximately 0.12% of the company, valued at $6.76 million.
• Ryder System has recently raised its quarterly dividend to $0.91, representing an annualized yield of 2.0%, up from $0.81 previously.
• The company reported positive quarterly earnings with $3.32 EPS, exceeding analysts’ expectations, and provided guidance for Q3 2025 EPS between $3.450-3.650.

Hsbc Holdings PLC lifted its stake in Ryder System, Inc. (NYSE:R - Free Report) by 32.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,641 shares of the transportation company's stock after purchasing an additional 11,791 shares during the quarter. Hsbc Holdings PLC owned about 0.12% of Ryder System worth $6,764,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. Invst LLC boosted its position in shares of Ryder System by 0.7% in the 4th quarter. Invst LLC now owns 8,315 shares of the transportation company's stock worth $1,304,000 after purchasing an additional 61 shares in the last quarter. Deutsche Bank AG lifted its position in Ryder System by 1.6% in the 4th quarter. Deutsche Bank AG now owns 4,136 shares of the transportation company's stock valued at $649,000 after acquiring an additional 65 shares in the last quarter. Baird Financial Group Inc. lifted its position in Ryder System by 0.9% in the 4th quarter. Baird Financial Group Inc. now owns 9,826 shares of the transportation company's stock valued at $1,541,000 after acquiring an additional 90 shares in the last quarter. SummerHaven Investment Management LLC lifted its position in Ryder System by 1.4% in the 1st quarter. SummerHaven Investment Management LLC now owns 6,534 shares of the transportation company's stock valued at $940,000 after acquiring an additional 90 shares in the last quarter. Finally, Louisiana State Employees Retirement System lifted its position in Ryder System by 0.9% in the 1st quarter. Louisiana State Employees Retirement System now owns 11,800 shares of the transportation company's stock valued at $1,697,000 after acquiring an additional 100 shares in the last quarter. 87.47% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Ryder System news, Director E Follin Smith sold 5,523 shares of the stock in a transaction on Thursday, July 31st. The stock was sold at an average price of $177.66, for a total value of $981,216.18. Following the completion of the sale, the director owned 33,779 shares in the company, valued at approximately $6,001,177.14. This represents a 14.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Steve W. Martin sold 5,500 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $186.98, for a total value of $1,028,390.00. Following the completion of the sale, the executive vice president owned 24,235 shares of the company's stock, valued at $4,531,460.30. The trade was a 18.50% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 41,618 shares of company stock worth $7,587,997 in the last three months. 5.20% of the stock is owned by company insiders.

Ryder System Stock Performance

Shares of NYSE:R traded up $0.41 during midday trading on Friday, hitting $187.53. The company had a trading volume of 250,983 shares, compared to its average volume of 371,407. The company has a debt-to-equity ratio of 2.27, a current ratio of 0.82 and a quick ratio of 0.82. The company has a market cap of $7.65 billion, a price-to-earnings ratio of 15.95 and a beta of 1.00. Ryder System, Inc. has a 12-month low of $125.54 and a 12-month high of $189.35. The company has a fifty day moving average of $174.05 and a two-hundred day moving average of $157.09.

Ryder System (NYSE:R - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The transportation company reported $3.32 EPS for the quarter, topping the consensus estimate of $3.11 by $0.21. The firm had revenue of $3.19 billion during the quarter, compared to analyst estimates of $3.17 billion. Ryder System had a return on equity of 17.83% and a net margin of 3.99%.Ryder System's revenue was up .2% on a year-over-year basis. During the same period in the prior year, the business posted $3.00 EPS. Ryder System has set its Q3 2025 guidance at 3.450-3.650 EPS. FY 2025 guidance at 12.850-13.300 EPS. On average, equities research analysts expect that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 19th. Shareholders of record on Monday, August 18th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, August 18th. This is a boost from Ryder System's previous quarterly dividend of $0.81. Ryder System's dividend payout ratio (DPR) is currently 30.95%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on R. Wolfe Research raised Ryder System from a "peer perform" rating to an "outperform" rating and set a $159.00 price objective on the stock in a research report on Tuesday, July 1st. Barclays began coverage on Ryder System in a research report on Monday, June 9th. They issued an "overweight" rating and a $190.00 price objective on the stock. Stephens increased their price target on Ryder System from $150.00 to $190.00 and gave the company an "equal weight" rating in a report on Tuesday, July 29th. Baird R W raised Ryder System to a "strong-buy" rating in a report on Tuesday, July 1st. Finally, Susquehanna began coverage on Ryder System in a report on Tuesday, July 15th. They set a "positive" rating and a $215.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $186.50.

Ryder System Profile

Ryder System, Inc operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers; access to diesel fuel; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website, as well as digital and technology support services.