Ryder System (NYSE:R) Shares Gap Down - Should You Sell?

Key Points

• Shares gapped down from $249.99 to an open of $234.80 and were trading around $239.29, while the consensus analyst rating is a Moderate Buy with an average price target of $234.89.
• Earnings were mixed: Q1 EPS of $2.54 beat estimates ($2.29) but revenue missed ($2.57B vs. $3.11B), and Ryder set FY2026 guidance of $14.05–$14.80 EPS (analysts forecast ~14.82).
• Insiders sold materially (about 130,673 shares, ~$28.2M) last quarter despite high institutional ownership (87.47%); the company also announced a $0.91 quarterly dividend (annualized $3.64, ~1.5% yield).

Ryder System, Inc. (NYSE:R - Get Free Report) shares gapped down prior to trading on Tuesday . The stock had previously closed at $249.99, but opened at $234.80. Ryder System shares last traded at $239.2850, with a volume of 15,741 shares trading hands.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Wolfe Research restated a "peer perform" rating on shares of Ryder System in a research note on Thursday, January 8th. Zacks Research raised Ryder System from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, April 29th. JPMorgan Chase & Co. raised their price objective on Ryder System from $203.00 to $250.00 and gave the company a "neutral" rating in a research report on Friday, April 24th. Wells Fargo & Company raised their price objective on Ryder System from $210.00 to $236.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Finally, Wall Street Zen raised Ryder System from a "hold" rating to a "buy" rating in a research report on Saturday, April 25th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Ryder System presently has a consensus rating of "Moderate Buy" and an average price target of $234.89.

Ryder System Trading Up 2.2%

The firm has a market cap of $9.22 billion, a P/E ratio of 19.80 and a beta of 1.04. The stock has a fifty day simple moving average of $214.17 and a 200 day simple moving average of $196.57. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.68 and a current ratio of 0.68.

Ryder System (NYSE:R - Get Free Report) last posted its earnings results on Thursday, April 23rd. The transportation company reported $2.54 EPS for the quarter, topping analysts' consensus estimates of $2.29 by $0.25. The business had revenue of $2.57 billion during the quarter, compared to analyst estimates of $3.11 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The company's quarterly revenue was down .2% compared to the same quarter last year. During the same quarter last year, the company earned $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. On average, research analysts expect that Ryder System, Inc. will post 14.82 earnings per share for the current fiscal year.

Ryder System Announces Dividend

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

Insiders Place Their Bets

In other Ryder System news, SVP Sanford J. Hodes sold 10,527 shares of Ryder System stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total value of $2,212,354.32. Following the completion of the sale, the senior vice president owned 23,954 shares of the company's stock, valued at approximately $5,034,172.64. This trade represents a 30.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Rajeev Ravindran sold 2,696 shares of Ryder System stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $221.61, for a total value of $597,460.56. Following the completion of the sale, the executive vice president directly owned 18,136 shares of the company's stock, valued at approximately $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 quarter, insiders have sold 130,673 shares of company stock worth $28,233,471. 4.90% of the stock is owned by corporate insiders.

Institutional Trading of Ryder System

Several large investors have recently modified their holdings of R. Norges Bank bought a new stake in shares of Ryder System in the fourth quarter worth $111,168,000. JPMorgan Chase & Co. grew its holdings in shares of Ryder System by 326.8% in the fourth quarter. JPMorgan Chase & Co. now owns 705,037 shares of the transportation company's stock worth $134,937,000 after acquiring an additional 539,854 shares during the period. Orbis Allan Gray Ltd grew its holdings in shares of Ryder System by 107.3% in the fourth quarter. Orbis Allan Gray Ltd now owns 974,620 shares of the transportation company's stock worth $186,533,000 after acquiring an additional 504,404 shares during the period. AQR Capital Management LLC grew its holdings in shares of Ryder System by 53.3% in the third quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company's stock worth $134,855,000 after acquiring an additional 250,432 shares during the period. Finally, BNP Paribas Financial Markets grew its holdings in shares of Ryder System by 369.4% in the third quarter. BNP Paribas Financial Markets now owns 196,968 shares of the transportation company's stock worth $37,156,000 after acquiring an additional 155,007 shares during the period. Institutional investors own 87.47% of the company's stock.

Ryder System Company 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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