Ryder System, Inc. $R Shares Sold by Wedge Capital Management L L P NC

Key Points

• Wedge Capital Management trimmed its stake in Ryder by 9%, selling 5,981 shares and leaving 60,561 shares (about $11.59M and ~0.15% ownership), while institutional investors collectively own 87.47% of the company.
• Ryder reported Q4 EPS of $3.59 (missing consensus by $0.07) and revenue of $2.60B versus $3.21B expected, but issued FY2026 guidance of $13.45–$14.45 EPS and carries an average analyst price target of $215.44 with a "Moderate Buy" consensus.
• Insiders sold 130,673 shares worth $28.23M in the last 90 days (including sizable sales by the SVP and COO), leaving insiders with 4.90% ownership.

Wedge Capital Management L L P NC trimmed its stake in Ryder System, Inc. (NYSE:R - Free Report) by 9.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 60,561 shares of the transportation company's stock after selling 5,981 shares during the quarter. Wedge Capital Management L L P NC owned about 0.15% of Ryder System worth $11,591,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of R. Root Financial Partners LLC purchased a new position in Ryder System during the third quarter worth approximately $28,000. MAI Capital Management grew its stake in shares of Ryder System by 57.6% during the 2nd quarter. MAI Capital Management now owns 186 shares of the transportation company's stock valued at $30,000 after buying an additional 68 shares during the period. Assetmark Inc. increased its holdings in shares of Ryder System by 421.9% during the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company's stock worth $32,000 after buying an additional 135 shares during the last quarter. Employees Retirement System of Texas acquired a new stake in shares of Ryder System during the 2nd quarter worth $35,000. Finally, Geneos Wealth Management Inc. raised its position in shares of Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company's stock worth $41,000 after buying an additional 109 shares during the period. Institutional investors and hedge funds own 87.47% of the company's stock.

Ryder System Price Performance

R stock opened at $197.76 on Friday. The stock's 50 day moving average is $204.71 and its two-hundred day moving average is $190.18. Ryder System, Inc. has a 52-week low of $125.54 and a 52-week high of $230.38. The company has a market capitalization of $7.80 billion, a PE ratio of 16.52 and a beta of 0.93. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24.

Ryder System (NYSE:R - Get Free Report) last released its earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). The business had revenue of $2.60 billion for the quarter, compared to analysts' expectations of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business's quarterly revenue was down .4% compared to the same quarter last year. During the same quarter last year, the company posted $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. Analysts predict that Ryder System, Inc. will post 13.68 earnings per share for the current fiscal year.

Ryder System Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th were issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, February 17th. Ryder System's payout ratio is currently 30.41%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on R shares. Susquehanna raised their price objective on Ryder System from $235.00 to $250.00 and gave the stock a "positive" rating in a report on Friday, February 13th. Wolfe Research reaffirmed a "peer perform" rating on shares of Ryder System in a research report on Thursday, January 8th. Morgan Stanley upped their price target on shares of Ryder System from $190.00 to $250.00 and gave the stock an "overweight" rating in a research report on Monday, December 8th. Wells Fargo & Company raised their price objective on Ryder System from $210.00 to $236.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Ryder System in a research report on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $215.44.

Insider Activity at Ryder System

In other Ryder System news, SVP Sanford J. Hodes sold 10,527 shares of Ryder System stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total value of $2,212,354.32. Following the completion of the transaction, the senior vice president directly owned 23,954 shares in the company, valued at $5,034,172.64. The trade was a 30.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO John J. Diez sold 9,632 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $222.20, for a total value of $2,140,230.40. Following the sale, the chief operating officer owned 183,810 shares in the company, valued at $40,842,582. The trade was a 4.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 130,673 shares of company stock valued at $28,233,471 in the last ninety days. 4.90% of the stock is owned by 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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