Ryder System, Inc. $R Holdings Increased by Courier Capital LLC

Key Points

• Courier Capital nearly doubled its Ryder System stake in the third quarter, increasing holdings by 96.6% to 26,454 shares valued at approximately $6.0 million. Institutional investors collectively own 87.47% of the company.
• Ryder reported quarterly earnings of $3.73 per share, exceeding estimates of $3.69, while revenue rose 5% year over year to $2.69 billion. Management set fiscal 2026 EPS guidance at $14.40–$14.80.
• The company declared a quarterly dividend of $1.01 per share, or $4.04 annualized, representing a 1.7% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $284.12.

Courier Capital LLC boosted its stake in shares of Ryder System, Inc. (NYSE:R - Free Report) by 96.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,454 shares of the transportation company's stock after purchasing an additional 12,995 shares during the quarter. Ryder System makes up 1.1% of Courier Capital LLC's investment portfolio, making the stock its 25th biggest holding. Courier Capital LLC owned approximately 0.07% of Ryder System worth $6,028,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of R. Wedmont Private Capital grew its holdings in Ryder System by 8.9% during the 3rd quarter. Wedmont Private Capital now owns 1,109 shares of the transportation company's stock worth $261,000 after acquiring an additional 91 shares in the last quarter. Monument Capital Management lifted its position in Ryder System by 1.7% in the third quarter. Monument Capital Management now owns 9,590 shares of the transportation company's stock valued at $2,185,000 after acquiring an additional 162 shares during the last quarter. GAMMA Investing LLC boosted its stake in Ryder System by 12.0% in the third quarter. GAMMA Investing LLC now owns 2,013 shares of the transportation company's stock valued at $459,000 after acquiring an additional 216 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in Ryder System by 14.8% in the third quarter. Farther Finance Advisors LLC now owns 878 shares of the transportation company's stock valued at $200,000 after acquiring an additional 113 shares in the last quarter. Finally, Valeo Financial Advisors LLC grew its holdings in shares of Ryder System by 1.2% during the third quarter. Valeo Financial Advisors LLC now owns 6,686 shares of the transportation company's stock worth $1,523,000 after purchasing an additional 77 shares during the last quarter. Institutional investors and hedge funds own 87.47% of the company's stock.

Ryder System Stock Performance

Shares of R stock traded up $2.13 during mid-day trading on Tuesday, hitting $239.64. The stock had a trading volume of 190,373 shares, compared to its average volume of 359,683. Ryder System, Inc. has a fifty-two week low of $157.67 and a fifty-two week high of $284.25. 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 company's 50-day simple moving average is $245.73 and its 200-day simple moving average is $246.89. The firm has a market cap of $9.19 billion, a PE ratio of 19.50 and a beta of 1.05.

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 analysts' consensus estimates of $3.69 by $0.04. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. The firm had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $3.29 billion. During the same quarter last year, the firm earned $3.32 earnings per share. The firm's revenue was up 5.0% compared to the same quarter last year. 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 anticipate that Ryder System, Inc. will post 14.74 earnings per share for the current year.

Ryder System Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, November 23rd will be issued a dividend of $1.01 per share. This represents a $4.04 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Monday, November 23rd. Ryder System's dividend payout ratio is currently 32.87%.

Analysts Set New Price Targets

Several analysts have recently weighed in on R shares. JPMorgan Chase & Co. raised Ryder System from a "neutral" rating to an "overweight" rating and boosted their target price for the company from $296.00 to $298.00 in a report on Monday, October 5th. Stephens upgraded Ryder System to a "strong-buy" rating in a research note on Wednesday, July 8th. Susquehanna cut their price target on Ryder System from $310.00 to $280.00 and set a "positive" rating on the stock in a research report on Friday, October 2nd. Wall Street Zen upgraded Ryder System from a "buy" rating to a "strong-buy" rating in a research note on Monday. Finally, Wells Fargo & Company boosted their price objective on Ryder System from $290.00 to $300.00 and gave the company an "overweight" rating in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $284.12.

Ryder System Company Profile

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain, and dedicated transportation solutions. Its services include commercial vehicle leasing and rental, fleet maintenance, transportation management, warehousing, distribution, and delivery services.

The company serves businesses across industries through operations in the United States, Canada, and Mexico. Ryder also supports e-commerce and retail customers with last-mile delivery, fulfillment, and related logistics services, and sells used commercial vehicles through its network of vehicle sales centers and online channels.

Founded in 1933 by James Ryder, the company is headquartered in Miami, Florida.

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