4,400 Shares in Ryder System, Inc. $R Bought by TCM Advisors LLC

TCM Advisors LLC purchased a new position in Ryder System, Inc. (NYSE:R) in the second quarter, Holdings Channel.com reports. The firm purchased 4,400 shares of the transportation company’s stock, valued at approximately $1,161,000. Ryder System makes up approximately 0.1% of TCM Advisors LLC’s investment portfolio, making the stock its 16th biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Keating Financial Advisory Services Inc. purchased a new position in shares of Ryder System in the second quarter valued at about $26,000. Cedar Mountain Advisors LLC raised its stake in Ryder System by 522.7% during the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 115 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Ryder System during the 2nd quarter valued at approximately $30,000. Los Angeles Capital Management LLC purchased a new position in Ryder System in the 4th quarter worth approximately $31,000. Finally, Geneos Wealth Management Inc. lifted its holdings in Ryder System by 61.2% in 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 in the last quarter. 87.47% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Sanford J. Hodes sold 595 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the sale, the senior vice president owned 22,948 shares of the company’s stock, valued at $5,781,748.60. This represents a 2.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 4.90% of the company’s stock.

Ryder System Price Performance

Shares of Ryder System stock opened at $249.44 on Monday. The firm has a market cap of $9.57 billion, a PE ratio of 20.30 and a beta of 1.02. The stock has a 50 day moving average of $264.42 and a 200 day moving average of $238.94. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. Ryder System, Inc. has a 12 month low of $157.67 and a 12 month high of $284.25.

Ryder System (NYSE:R) last released its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.69 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The company’s revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.32 EPS. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. On average, research analysts expect that Ryder System, Inc. will post 14.74 EPS for the current fiscal year.

Ryder System Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Monday, August 24th will be given a $1.01 dividend. This is a boost from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 annualized dividend and a yield of 1.6%. The ex-dividend date is Monday, August 24th. Ryder System’s dividend payout ratio (DPR) is presently 32.87%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on R. Stephens raised shares of Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Zacks Research downgraded shares of Ryder System from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Wall Street Zen upgraded shares of Ryder System from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 8th. Morgan Stanley raised their target price on shares of Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Finally, Citigroup lifted their price target on shares of Ryder System from $280.00 to $283.00 and gave the company a “neutral” rating in a report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $294.14.

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.