Ryder System, Inc. $R Shares Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC trimmed its stake in Ryder System, Inc. (NYSE:R) by 21.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,536 shares of the transportation company’s stock after selling 8,348 shares during the quarter. Nisa Investment Advisors LLC owned approximately 0.08% of Ryder System worth $6,958,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of R. Public Employees Retirement System of Ohio purchased a new position in Ryder System in the second quarter valued at approximately $4,587,000. Hsbc Holdings PLC grew its holdings in Ryder System by 104.2% during the second quarter. Hsbc Holdings PLC now owns 56,403 shares of the transportation company’s stock valued at $14,773,000 after purchasing an additional 28,775 shares during the period. Arrowstreet Capital Limited Partnership increased its position in Ryder System by 9.0% in the first quarter. Arrowstreet Capital Limited Partnership now owns 194,632 shares of the transportation company’s stock worth $39,843,000 after buying an additional 16,070 shares during the last quarter. California State Teachers Retirement System increased its position in Ryder System by 23.6% in the first quarter. California State Teachers Retirement System now owns 48,030 shares of the transportation company’s stock worth $9,832,000 after buying an additional 9,179 shares during the last quarter. Finally, Braun Stacey Associates Inc. purchased a new stake in Ryder System in the first quarter worth $12,189,000. 87.47% of the stock is owned by institutional investors.

Ryder System Stock Performance

Shares of R stock opened at $265.90 on Friday. The stock has a market capitalization of $10.20 billion, a P/E ratio of 21.64 and a beta of 1.05. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. The firm’s 50 day moving average is $242.32 and its 200 day moving average is $249.09. 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, 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 3.88% and a return on equity of 18.28%. The company had revenue of $2.76 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period last year, the firm earned $3.57 EPS. Ryder System’s revenue for the quarter was up 8.3% on a year-over-year basis. On average, sell-side analysts anticipate that Ryder System, Inc. will post 14.74 earnings per share for the current year.

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, November 23rd will be issued a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, November 23rd. Ryder System’s dividend payout ratio (DPR) is presently 32.87%.

Analysts Set New Price Targets

R has been the topic of several research reports. Morgan Stanley upgraded Ryder System from an “overweight” rating to a “buy” rating in a research note on Monday, October 5th. Robert W. Baird reaffirmed a “neutral” rating and set a $245.00 price target (down from $290.00) on shares of Ryder System in a research report on Tuesday, September 29th. Wells Fargo & Company increased their price target on Ryder System from $290.00 to $300.00 and gave the stock an “overweight” rating in a research note on Friday, July 24th. Barclays lifted their price objective on Ryder System from $290.00 to $300.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Finally, Citizens Jmp initiated coverage on Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $284.12.

Key Stories Impacting Ryder System

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

• Positive Sentiment: Earnings beat expectations: Ryder reported comparable earnings of $4.33 per diluted share, up from $3.57 a year earlier and above the roughly $4.15–$4.17 analyst consensus. GAAP EPS increased to $4.16 from $3.33. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Continued earnings momentum: The company reported its eighth consecutive quarter of comparable EPS growth, supported by higher earnings before taxes and an 8.3% year-over-year increase in quarterly revenue. Eighth Consecutive Quarter of Comparable Earnings Per Share Growth
• Positive Sentiment: Outlook raised: Management lifted its full-year outlook following the strong quarter, reinforcing expectations for continued profit growth and providing a key catalyst for the stock. Ryder System Lifts Outlook After Strong Q3 Earnings
• Neutral Sentiment: Investor focus shifts to execution: The earnings call centered on the company’s operating performance, updated guidance and prospects across its transportation businesses. Sustaining the recent earnings trajectory will be important given the stock’s valuation and proximity to its 12-month high. Ryder System Q3 2026 Earnings Call Summary

Ryder System 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.