Ryder System (NYSE:R) Releases Q4 2025 Earnings Guidance

Ryder System (NYSE:R) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.500-3.700 for the period, compared to the consensus estimate of 3.740. The company issued revenue guidance of -. Ryder System also updated its FY 2025 guidance to 12.850-13.050 EPS.

Ryder System Trading Up 0.6%

Shares of Ryder System stock opened at $161.16 on Friday. Ryder System has a 12-month low of $125.54 and a 12-month high of $195.48. The company has a market cap of $6.57 billion, a price-to-earnings ratio of 13.61 and a beta of 1.00. The company has a current ratio of 1.32, a quick ratio of 0.82 and a debt-to-equity ratio of 2.54. The company’s 50-day moving average price is $184.60 and its 200-day moving average price is $166.75.

Ryder System (NYSE:R) last announced its quarterly earnings results on Thursday, October 23rd. The transportation company reported $3.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.56 by $0.01. The firm had revenue of $3.17 billion for the quarter, compared to the consensus estimate of $3.19 billion. Ryder System had a net margin of 3.96% and a return on equity of 17.69%. The company’s revenue for the quarter was up .1% on a year-over-year basis. During the same period in the prior year, the firm posted $3.44 earnings per share. Ryder System has set its Q4 2025 guidance at 3.500-3.700 EPS. FY 2025 guidance at 12.850-13.050 EPS. On average, equities analysts expect that Ryder System will post 13.68 earnings per share for the current fiscal year.

Ryder System Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 19th. Investors of record on Monday, November 17th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, November 17th. Ryder System’s dividend payout ratio (DPR) is currently 30.95%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Wednesday, October 8th. JPMorgan Chase & Co. raised their target price on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday. Morgan Stanley lifted their price target on shares of Ryder System from $175.00 to $190.00 and gave the stock an “overweight” rating in a research note on Monday, July 28th. Baird R W raised shares of Ryder System to a “strong-buy” rating in a research note on Tuesday, July 1st. Finally, Robert W. Baird raised their target price on shares of Ryder System from $186.00 to $192.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $195.89.

Insider Activity at Ryder System

In other news, Director E Follin Smith sold 5,523 shares of the company’s stock in a transaction on Thursday, July 31st. The stock was sold at an average price of $177.66, for a total value of $981,216.18. Following the transaction, the director owned 33,779 shares of the company’s stock, valued at $6,001,177.14. This represents a 14.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Steve W. Martin sold 5,500 shares of the company’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $186.98, for a total value of $1,028,390.00. Following the completion of the transaction, the executive vice president directly owned 24,235 shares in the company, valued at approximately $4,531,460.30. This trade represents a 18.50% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 41,618 shares of company stock valued at $7,587,997 in the last three months. Company insiders own 5.20% of the company’s stock.

Institutional Investors Weigh In On Ryder System

Several institutional investors and hedge funds have recently modified their holdings of R. Geneos Wealth Management Inc. increased its holdings in Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after purchasing an additional 109 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings in Ryder System by 10.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock worth $189,000 after purchasing an additional 110 shares during the period. Focus Partners Wealth increased its holdings in Ryder System by 7.9% during the 1st quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after purchasing an additional 135 shares during the period. Corient Private Wealth LLC increased its holdings in Ryder System by 2.5% during the 2nd quarter. Corient Private Wealth LLC now owns 7,211 shares of the transportation company’s stock worth $1,147,000 after purchasing an additional 175 shares during the period. Finally, M&T Bank Corp increased its holdings in shares of Ryder System by 10.9% in the 2nd quarter. M&T Bank Corp now owns 2,153 shares of the transportation company’s stock valued at $343,000 after acquiring an additional 212 shares during the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Ryder System Company 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.