Ryder System (NYSE:R) Insider Robert Sanchez Sells 26,350 Shares of Stock

Key Points

• Insider sale: Ryder insider Robert Sanchez sold 26,350 shares for approximately $7.41 million at an average price of $281.29, reducing his direct ownership by 38.28% to 42,481 shares.
• Strong quarterly results: Ryder reported quarterly EPS of $4.33, beating expectations of $4.15, while revenue rose 8.3% year over year to $3.43 billion.
• Stock and shareholder returns: Shares fell 1.6% to $275.04, while the company announced a quarterly dividend of $1.01 per share, representing a 1.5% yield and a 30.79% payout ratio.

Ryder System, Inc. (NYSE:R - Get Free Report) insider Robert Sanchez sold 26,350 shares of Ryder System stock in a transaction dated Tuesday, October 27th. The shares were sold at an average price of $281.29, for a total value of $7,411,991.50. Following the completion of the transaction, the insider directly owned 42,481 shares of the company's stock, valued at approximately $11,949,480.49. This represents a 38.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Ryder System Stock Down 1.6%

Ryder System stock traded down $4.45 during mid-day trading on Wednesday, reaching $275.04. 404,968 shares of the company's stock were exchanged, compared to its average volume of 363,452. The company has a market cap of $10.51 billion, a P/E ratio of 20.96 and a beta of 1.05. Ryder System, Inc. has a twelve month low of $161.41 and a twelve month high of $287.00. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.86. The company has a fifty day moving average of $243.41 and a 200-day moving average of $235.85.

Ryder System (NYSE:R - Get Free Report) last posted its quarterly earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, topping the consensus estimate of $4.15 by $0.18. Ryder System had a net margin of 3.98% and a return on equity of 19.14%. The business had revenue of $3.43 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the previous year, the firm posted $3.57 earnings per share. The company's quarterly revenue was up 8.3% compared to the same quarter last year. Sell-side analysts expect that Ryder System, Inc. will post 15.07 EPS for the current year.

Ryder System Dividend Announcement

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

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Childress Capital Advisors LLC increased its position in Ryder System by 4.0% in the 3rd quarter. Childress Capital Advisors LLC now owns 2,283 shares of the transportation company's stock valued at $520,000 after acquiring an additional 87 shares during the period. Park Avenue Securities LLC lifted its position in Ryder System by 66.7% during the 3rd quarter. Park Avenue Securities LLC now owns 1,439 shares of the transportation company's stock worth $328,000 after acquiring an additional 576 shares during the period. Verdence Capital Advisors LLC lifted its position in Ryder System by 4.2% during the 3rd quarter. Verdence Capital Advisors LLC now owns 2,846 shares of the transportation company's stock worth $649,000 after acquiring an additional 116 shares during the period. Signaturefd LLC boosted its holdings in shares of Ryder System by 14.9% in the third quarter. Signaturefd LLC now owns 872 shares of the transportation company's stock valued at $199,000 after acquiring an additional 113 shares in the last quarter. Finally, Citizens Financial Group Inc. RI acquired a new position in shares of Ryder System during the third quarter worth about $479,000. Institutional investors and hedge funds own 87.47% of the company's stock.

Ryder System News Summary

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

• Positive Sentiment: Analyst raises price target: Susquehanna upgraded Ryder to a “positive” rating and lifted its price target from $280 to $318, implying approximately 15.6% upside from the referenced price. The upgrade provides a fresh valuation catalyst for the shares. Ryder System analyst price target increase
• Positive Sentiment: Strong earnings and outlook: Ryder reportedly exceeded third-quarter 2026 EPS expectations and raised its full-year outlook, supported by strength in logistics. The results reinforce expectations for continued earnings growth. Ryder and other earnings winners
• Positive Sentiment: Expansion in Metro Detroit: Ryder is expanding its Roseville truck rental and maintenance facility, increasing regional capacity and potentially supporting long-term rental, fleet-management and service revenue. The investment also signals confidence in customer demand. Ryder expands Detroit-area facility
• Positive Sentiment: Favorable style factors: Zacks highlighted Ryder as a strong growth and momentum stock, which may attract quantitative and style-oriented investors. Zacks Ryder growth stock analysis
• Neutral Sentiment: A Ryder medium-term note maturing in 2031 was listed, but the bond-market item contained no material new information about the company’s equity outlook. Ryder System medium-term bond
• Negative Sentiment: With the stock near a new 12-month high and trading at a relatively full valuation, investors may be taking profits despite the positive operating and analyst news. The supplied articles do not identify a specific new business deterioration.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on R. Morgan Stanley upgraded Ryder System from an "overweight" rating to a "buy" rating in a research note on Monday, October 5th. Janney Montgomery Scott set a $285.00 price objective on Ryder System in a research report on Thursday, October 8th. Weiss Ratings restated a "buy (b)" rating on shares of Ryder System in a research note on Monday, August 24th. Citizens Jmp started coverage on shares of Ryder System in a research note on Wednesday, July 15th. They set a "market perform" rating on the stock. Finally, Wells Fargo & Company raised their target price on shares of Ryder System from $300.00 to $305.00 and gave the company an "overweight" rating in a report on Friday, October 23rd. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Ryder System has a consensus rating of "Moderate Buy" and an average price target of $296.67.

Ryder System Company 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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