Vanguard Group Inc. Lowers Stake in Ryder System, Inc. $R

Key Points

• Vanguard trimmed its Ryder stake by 0.7% in Q4 but remains a major holder with 4,843,505 shares, or 11.99%, valued at about $927M.
• CEO Robert E. Sanchez sold 41,779 shares for roughly $9.33M (a 50.58% cut to his holding), and insiders have sold 130,673 shares totaling about $28.23M in the last three months.
• Ryder reported an EPS beat ($2.54 vs. $2.29) but missed revenue expectations ($2.57B vs. $3.11B), set FY‑2026 EPS guidance of 14.05–14.80, and pays a $0.91 quarterly dividend (1.5% yield).

Vanguard Group Inc. lowered its stake in shares of Ryder System, Inc. (NYSE:R - Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,843,505 shares of the transportation company's stock after selling 35,071 shares during the quarter. Vanguard Group Inc. owned 11.99% of Ryder System worth $926,998,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in R. AQR Capital Management LLC raised its position in Ryder System by 53.3% in the 3rd quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company's stock worth $134,855,000 after purchasing an additional 250,432 shares during the period. BNP Paribas Financial Markets raised its position in Ryder System by 369.4% in the 3rd quarter. BNP Paribas Financial Markets now owns 196,968 shares of the transportation company's stock worth $37,156,000 after purchasing an additional 155,007 shares during the period. Orbis Allan Gray Ltd raised its position in Ryder System by 15.4% in the 2nd quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company's stock worth $159,856,000 after purchasing an additional 134,423 shares during the period. Treasurer of the State of North Carolina raised its position in Ryder System by 294.5% in the 2nd quarter. Treasurer of the State of North Carolina now owns 160,242 shares of the transportation company's stock worth $25,478,000 after purchasing an additional 119,618 shares during the period. Finally, UBS Group AG raised its position in Ryder System by 40.1% in the 3rd quarter. UBS Group AG now owns 267,077 shares of the transportation company's stock worth $50,381,000 after purchasing an additional 76,441 shares during the period. Hedge funds and other institutional investors own 87.47% of the company's stock.

Insider Activity

In related news, CEO Robert E. Sanchez sold 41,779 shares of the business's stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $223.30, for a total transaction of $9,329,250.70. Following the sale, the chief executive officer owned 40,828 shares of the company's stock, valued at $9,116,892.40. The trade was a 50.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Rajeev Ravindran sold 2,696 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $221.61, for a total transaction of $597,460.56. Following the sale, the executive vice president directly owned 18,136 shares in the company, valued at $4,019,118.96. The trade was a 12.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 130,673 shares of company stock worth $28,233,471. 4.90% of the stock is owned by company insiders.

Ryder System Trading Down 1.4%

Shares of R opened at $250.11 on Friday. The firm's 50-day moving average price is $214.17 and its 200-day moving average price is $196.47. The firm has a market capitalization of $9.68 billion, a price-to-earnings ratio of 20.79 and a beta of 1.03. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 2.09. Ryder System, Inc. has a 1-year low of $139.77 and a 1-year high of $259.00.

Ryder System (NYSE:R - Get Free Report) last announced its earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, beating analysts' consensus estimates of $2.29 by $0.25. The firm had revenue of $2.57 billion for the quarter, compared to analyst estimates of $3.11 billion. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The company's revenue for the quarter was down .2% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Sell-side analysts anticipate that Ryder System, Inc. will post 14.82 EPS for the current year.

Ryder System Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th were paid a dividend of $0.91 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.5%. Ryder System's payout ratio is presently 30.26%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the stock. Weiss Ratings reiterated a "buy (b)" rating on shares of Ryder System in a research report on Thursday, January 22nd. Citigroup lifted their target price on shares of Ryder System from $239.00 to $276.00 and gave the stock a "buy" rating in a research report on Friday, April 24th. Robert W. Baird lifted their target price on shares of Ryder System from $202.00 to $253.00 and gave the stock an "outperform" rating in a research report on Friday, April 24th. Zacks Research upgraded shares of Ryder System from a "hold" rating to a "strong-buy" rating in a research report on Wednesday. Finally, Barclays lifted their target price on shares of Ryder System from $220.00 to $250.00 and gave the stock an "overweight" rating in a research report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $234.89.

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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