Ryder System (NYSE:R) Reaches New 1-Year High – Still a Buy?

Ryder System, Inc. (NYSE:R) reached a new 52-week high during trading on Monday . The company traded as high as $230.78 and last traded at $230.4350, with a volume of 70385 shares trading hands. The stock had previously closed at $227.13.

Analysts Set New Price Targets

R has been the subject of several recent analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Citigroup reduced their price target on shares of Ryder System from $245.00 to $239.00 and set a “buy” rating on the stock in a research report on Thursday, April 9th. Wells Fargo & Company lifted their price target on Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Susquehanna boosted their price objective on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a report on Friday, February 13th. Finally, Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $214.78.

Ryder System Stock Performance

The company has a market capitalization of $8.98 billion, a price-to-earnings ratio of 19.02 and a beta of 0.93. The stock has a 50 day simple moving average of $210.02 and a 200 day simple moving average of $193.55. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24.

Ryder System (NYSE:R) last announced its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07). The company had revenue of $2.60 billion for the quarter, compared to analyst estimates of $3.21 billion. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.45 earnings per share. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. As a group, analysts anticipate that Ryder System, Inc. will post 14.23 earnings per share for the current fiscal year.

Ryder System Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th were paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is presently 30.41%.

Insider Activity at Ryder System

In related news, CEO Robert E. Sanchez sold 41,779 shares of Ryder System stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $223.30, for a total value of $9,329,250.70. Following the sale, the chief executive officer directly owned 40,828 shares in the company, valued at $9,116,892.40. This trade represents a 50.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Thomas M. Havens sold 12,571 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the transaction, the insider directly owned 33,074 shares of the company’s stock, valued at $7,330,852.10. The trade was a 27.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 130,673 shares of company stock valued at $28,233,471. Company insiders own 4.90% of the company’s stock.

Institutional Investors Weigh In On Ryder System

A number of hedge funds have recently made changes to their positions in the business. Orion Porfolio Solutions LLC grew its holdings in Ryder System by 2.4% in the 4th quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock worth $433,000 after buying an additional 52 shares in the last quarter. Corient Private Wealth LLC raised its stake in Ryder System by 0.8% during the 4th quarter. Corient Private Wealth LLC now owns 7,337 shares of the transportation company’s stock valued at $1,404,000 after acquiring an additional 58 shares in the last quarter. Vectors Research Management LLC boosted its position in Ryder System by 0.3% during the 4th quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock worth $3,543,000 after acquiring an additional 61 shares during the period. Burns Matteson Capital Management LLC grew its stake in shares of Ryder System by 2.4% in the fourth quarter. Burns Matteson Capital Management LLC now owns 2,657 shares of the transportation company’s stock worth $509,000 after purchasing an additional 63 shares in the last quarter. Finally, Inspire Investing LLC grew its stake in shares of Ryder System by 4.0% in the fourth quarter. Inspire Investing LLC now owns 1,709 shares of the transportation company’s stock worth $327,000 after purchasing an additional 65 shares in the last quarter. 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.