Valeo Financial Advisors LLC Has $456.10 Million Stake in Ryder System, Inc. $R

Key Points

• Valeo Financial Advisors LLC significantly increased its stake in Ryder System, Inc. by 51,455.2%, holding approximately $456.1 million worth of shares, which represents about 6.94% of the company.
• Ryder System reported a **quarterly earnings per share (EPS)** of $3.32, exceeding analysts' expectations, and the company has set guidance for Q3 2025 EPS between 3.450 and 3.650.
• The company declared a **quarterly dividend increase** to $0.91 per share, up from $0.81, reflecting a commitment to returning value to shareholders with a yield of 1.9%.

Valeo Financial Advisors LLC grew its stake in Ryder System, Inc. (NYSE:R - Free Report) by 51,455.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,868,534 shares of the transportation company's stock after buying an additional 2,862,970 shares during the period. Ryder System makes up approximately 1.4% of Valeo Financial Advisors LLC's holdings, making the stock its 13th biggest position. Valeo Financial Advisors LLC owned about 6.94% of Ryder System worth $456,097,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in R. State of Alaska Department of Revenue lifted its holdings in Ryder System by 2.2% in the 1st quarter. State of Alaska Department of Revenue now owns 4,928 shares of the transportation company's stock worth $708,000 after purchasing an additional 105 shares during the last quarter. DAVENPORT & Co LLC bought a new position in shares of Ryder System in the first quarter valued at approximately $557,000. GAMMA Investing LLC lifted its stake in shares of Ryder System by 41.8% in the first quarter. GAMMA Investing LLC now owns 1,278 shares of the transportation company's stock worth $184,000 after buying an additional 377 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. bought a new stake in shares of Ryder System during the 1st quarter worth $4,721,000. Finally, Voya Investment Management LLC grew its stake in Ryder System by 34.4% in the 1st quarter. Voya Investment Management LLC now owns 42,782 shares of the transportation company's stock valued at $6,152,000 after buying an additional 10,957 shares during the last quarter. Institutional investors own 87.47% of the company's stock.

Ryder System Price Performance

Shares of NYSE:R opened at $193.20 on Monday. The firm has a market capitalization of $7.88 billion, a PE ratio of 16.43 and a beta of 1.00. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 2.27. Ryder System, Inc. has a 1-year low of $125.54 and a 1-year high of $195.17. The business's 50 day moving average is $183.92 and its 200-day moving average is $162.98.

Ryder System (NYSE:R - Get Free Report) last issued its earnings results 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 analysts' expectations of $3.17 billion. Ryder System had a return on equity of 17.83% and a net margin of 3.99%.Ryder System's quarterly revenue was up .2% compared to the same quarter last year. During the same period last year, the business earned $3.00 earnings per share. Ryder System has set its Q3 2025 guidance at 3.450-3.650 EPS. FY 2025 guidance at 12.850-13.300 EPS. Sell-side analysts predict that Ryder System, Inc. will post 13.68 earnings per share for the current year.

Ryder System Increases Dividend

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

Insider Activity

In related news, EVP Steve W. Martin sold 5,500 shares of the business's 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 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Cristina Gallo-Aquino sold 1,000 shares of the company's stock in a transaction on Tuesday, July 29th. The shares were sold at an average price of $180.87, for a total value of $180,870.00. Following the completion of the sale, the chief financial officer owned 26,561 shares in the company, valued at $4,804,088.07. This trade represents a 3.63% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 41,618 shares of company stock valued at $7,587,997. 5.20% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on R. Wall Street Zen raised shares of Ryder System from a "hold" rating to a "buy" rating in a research report on Friday. Citigroup initiated coverage on Ryder System in a research note on Monday, September 22nd. They issued a "buy" rating and a $217.00 price objective on the stock. Morgan Stanley increased their target price on Ryder System from $175.00 to $190.00 and gave the company an "overweight" rating in a research note on Monday, July 28th. Robert W. Baird raised their target price on Ryder System from $186.00 to $192.00 and gave the company an "outperform" rating in a report on Monday, July 28th. Finally, Stephens upped their price target on Ryder System from $150.00 to $190.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $193.22.

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.

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