Ryder System, Inc. $R Stock: Inspire Investing LLC Raises Position

Key Points

• Inspire Investing increased its Ryder System position by 143.9% in the third quarter to 8,739 shares valued at approximately $1.99 million. Institutional investors and hedge funds collectively own 87.47% of the company.
• Ryder reported third-quarter comparable EPS of $4.33, exceeding the $4.15 analyst consensus, while revenue rose 8.3% year over year. The company raised its full-year 2026 EPS outlook to $14.85–$15.05.
• Analyst sentiment remains positive, with eight Buy ratings and four Holds for a consensus “Moderate Buy” rating and an average price target of $292.44. Ryder also declared a quarterly dividend of $1.01 per share, equivalent to a 1.5% annual yield.

Inspire Investing LLC grew its position in Ryder System, Inc. (NYSE:R - Free Report) by 143.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,739 shares of the transportation company's stock after purchasing an additional 5,156 shares during the period. Inspire Investing LLC's holdings in Ryder System were worth $1,991,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of R. Keating Financial Advisory Services Inc. purchased a new stake in shares of Ryder System during the 2nd quarter worth about $26,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Ryder System in the 2nd quarter valued at approximately $30,000. Cedar Mountain Advisors LLC grew its stake in shares of Ryder System by 522.7% in the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company's stock valued at $28,000 after buying an additional 115 shares in the last quarter. MassMutual Private Wealth & Trust FSB grew its stake in shares of Ryder System by 36.8% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company's stock valued at $42,000 after buying an additional 43 shares in the last quarter. Finally, Compass Financial Management LLC acquired a new position in Ryder System in the second quarter worth approximately $54,000. 87.47% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Wall Street Zen raised shares of Ryder System from a "buy" rating to a "strong-buy" rating in a research report on Monday, October 12th. Morgan Stanley raised shares of Ryder System from an "overweight" rating to a "buy" rating in a research report on Monday, October 5th. Weiss Ratings restated a "buy (b)" rating on shares of Ryder System in a research note on Monday, August 24th. Citizens Jmp began coverage on shares of Ryder System in a research note on Wednesday, July 15th. They set a "market perform" rating on the stock. Finally, Stephens raised their price target on shares of Ryder System from $280.00 to $305.00 and gave the company an "overweight" rating in a report on Friday. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $292.44.

Key Headlines Impacting Ryder System

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Q3 earnings beat expectations: Ryder reported comparable earnings of $4.33 per diluted share, up from $3.57 a year earlier and above the roughly $4.15-$4.17 analyst consensus. GAAP EPS was $4.16, compared with $3.33 in the prior-year quarter. Revenue increased 8.3% year over year. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Full-year profit outlook increased: Ryder guided to fiscal 2026 EPS of $14.85-$15.05, above the $14.68 consensus estimate. The company also highlighted its eighth consecutive quarter of comparable EPS growth, supporting investor confidence in its operating execution. Ryder System Lifts Outlook After Strong Q3 Earnings
• Positive Sentiment: Analyst price targets moved higher: Citigroup raised its target to $302 and maintained a Buy rating. JPMorgan and Barclays lifted targets to $315, while Wells Fargo raised its target to $305; Stephens also increased its target to $305. The revisions indicate that analysts see additional upside after the earnings report. Analysts Boost Forecasts on Ryder
• Neutral Sentiment: Fourth-quarter guidance was broadly in line: Ryder forecast Q4 2026 EPS of $4.25-$4.45, compared with consensus of $4.27, suggesting continued earnings stability but limited near-term upside from the quarterly outlook.
• Negative Sentiment: Revenue guidance trails estimates: The company projected fiscal 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. If accurate, the discrepancy could raise concerns about demand, business mix or the comparability of analyst forecasts despite the stronger profit outlook.

Ryder System Stock Performance

R opened at $270.24 on Monday. The company has a market cap of $10.33 billion, a PE ratio of 20.60 and a beta of 1.05. The stock has a 50-day moving average of $242.45 and a 200-day moving average of $249.54. Ryder System, Inc. has a 52-week low of $160.08 and a 52-week high of $284.25. The company has a debt-to-equity ratio of 1.86, a quick ratio of 0.67 and a current ratio of 0.67.

Ryder System (NYSE:R - Get Free Report) last issued its quarterly earnings data on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, beating analysts' consensus estimates of $4.15 by $0.18. Ryder System had a return on equity of 19.14% and a net margin of 3.98%. The business had revenue of $2.76 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same quarter in the prior year, the firm posted $3.57 EPS. The firm's revenue for the quarter was up 8.3% on a year-over-year basis. As a group, equities research analysts forecast that Ryder System, Inc. will post 15.07 earnings per share for the current fiscal year.

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, November 23rd will be issued a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 1.5%. The ex-dividend date is Monday, November 23rd. Ryder System's dividend payout ratio (DPR) is 30.79%.

Ryder System Profile

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.

Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.

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