UBS Group AG Has $52.94 Million Holdings in Ryder System, Inc. $R

Key Points

• UBS Group AG raised its stake in Ryder by 3.6% to 276,626 shares—worth about $52.94 million and representing roughly 0.69% of the company.
• Ryder beat Q1 EPS with $2.54 (vs. $2.29 expected) but missed on revenue ($2.57B vs. $3.11B); management set FY2026 EPS guidance of 14.05–14.80 while analysts forecast about 14.82.
• Insider selling was notable: CEO Robert E. Sanchez sold 41,779 shares (~$9.33M) and insiders sold 131,393 shares (~$28.4M) over the past 90 days, with insiders now owning 4.9% of the stock.

UBS Group AG lifted its stake in Ryder System, Inc. (NYSE:R - Free Report) by 3.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 276,626 shares of the transportation company's stock after buying an additional 9,549 shares during the period. UBS Group AG owned about 0.69% of Ryder System worth $52,943,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Allianz Asset Management GmbH raised its holdings in shares of Ryder System by 254.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company's stock worth $6,571,000 after buying an additional 24,996 shares in the last quarter. Thrivent Financial for Lutherans raised its holdings in shares of Ryder System by 76.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company's stock worth $12,628,000 after buying an additional 29,029 shares in the last quarter. Asset Management One Co. Ltd. acquired a new position in shares of Ryder System in the 3rd quarter worth approximately $3,495,000. American Century Companies Inc. raised its holdings in shares of Ryder System by 1.1% in the 3rd quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company's stock worth $163,675,000 after buying an additional 9,404 shares in the last quarter. Finally, New York State Common Retirement Fund raised its holdings in shares of Ryder System by 9.7% in the 3rd quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company's stock worth $5,992,000 after buying an additional 2,800 shares in the last quarter. 87.47% of the stock is owned by institutional investors and hedge funds.

Ryder System Trading Up 3.1%

R opened at $240.20 on Wednesday. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 2.09. The stock has a market capitalization of $9.29 billion, a PE ratio of 19.97 and a beta of 1.04. Ryder System, Inc. has a 1-year low of $139.77 and a 1-year high of $259.00. The firm has a 50-day moving average price of $214.49 and a two-hundred day moving average price of $196.98.

Ryder System (NYSE:R - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.25. The firm had revenue of $2.57 billion during the quarter, compared to analysts' expectations of $3.11 billion. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The company's quarterly revenue was down .2% compared to the same quarter last year. During the same quarter last year, the company posted $2.46 EPS. 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. As a group, equities analysts anticipate that Ryder System, Inc. will post 14.82 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

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

Insider Transactions at Ryder System

In related news, CEO Robert E. Sanchez sold 41,779 shares of Ryder System stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total value of $9,329,250.70. Following the completion of the sale, the chief executive officer directly owned 40,828 shares in the company, valued at $9,116,892.40. This trade represents a 50.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Thomas M. Havens sold 12,571 shares of Ryder System stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total value of $2,786,362.15. Following the completion of the sale, the insider owned 33,074 shares of the company's stock, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 131,393 shares of company stock valued at $28,403,240. 4.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Wolfe Research reaffirmed a "peer perform" rating on shares of Ryder System in a report on Thursday, January 8th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Ryder System in a report on Thursday, January 22nd. Wells Fargo & Company raised their price objective on shares of Ryder System from $210.00 to $236.00 and gave the stock an "overweight" rating in a report on Thursday, February 12th. Susquehanna raised their price objective on shares of Ryder System from $235.00 to $250.00 and gave the stock a "positive" rating in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Ryder System from $203.00 to $250.00 and gave the stock a "neutral" rating in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $234.89.

Ryder System Profile

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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