Caxton Associates LLP Makes New $1.41 Million Investment in Ryder System, Inc. $R

Caxton Associates LLP bought a new stake in shares of Ryder System, Inc. (NYSE:R) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 6,889 shares of the transportation company’s stock, valued at approximately $1,410,000.

Several other large investors have also modified their holdings of R. Cedar Mountain Advisors LLC lifted its position in shares of Ryder System by 522.7% in the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock worth $28,000 after purchasing an additional 115 shares during the period. Los Angeles Capital Management LLC purchased a new position in Ryder System during the fourth quarter valued at approximately $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Ryder System in the fourth quarter worth approximately $34,000. Optima Capital LLC bought a new position in Ryder System in the fourth quarter worth approximately $39,000. Finally, Geneos Wealth Management Inc. lifted its holdings in Ryder System by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after buying an additional 109 shares during the period. Institutional investors own 87.47% of the company’s stock.

Ryder System Stock Performance

Shares of R opened at $267.72 on Friday. The company has a current ratio of 1.29, a quick ratio of 0.68 and a debt-to-equity ratio of 2.59. The firm has a market cap of $10.36 billion, a PE ratio of 21.78 and a beta of 1.01. Ryder System, Inc. has a 12 month low of $157.67 and a 12 month high of $284.25. The stock has a fifty day moving average price of $262.32 and a 200-day moving average price of $229.01.

Ryder System (NYSE:R) last announced its earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, topping the consensus estimate of $3.69 by $0.04. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The firm had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. During the same period in the previous year, the business earned $3.32 EPS. The firm’s revenue for the quarter was up 5.0% on a year-over-year basis. 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. Equities research analysts predict that Ryder System, Inc. will post 14.73 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be issued a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. This is an increase from Ryder System’s previous quarterly dividend of $0.91. The ex-dividend date is Monday, August 24th. Ryder System’s dividend payout ratio is currently 29.62%.

Key Ryder System News

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

• Positive Sentiment: Ryder beat Q2 expectations, reporting adjusted EPS of $3.73 versus estimates and posting 5% revenue growth year over year, with stronger Fleet Management Solutions performance and share repurchases helping results. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company also raised its 2026 earnings outlook, which suggests management sees continued momentum after the quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Susquehanna to $310, Wells Fargo to $300, JPMorgan to $296, and Citigroup to $283, signaling improved sentiment around the stock. Analyst updates via Benzinga
• Neutral Sentiment: Despite the upgrades, most firms kept a neutral or similar stance, suggesting analysts see upside but not a major change in the overall investment case. Tickerreport.com coverage
• Negative Sentiment: Revenue came in below the headline analyst estimate cited in some reports, and Ryder’s Q3 and FY2026 EPS guidance was slightly below consensus, which may temper some of the post-earnings enthusiasm. Zacks earnings analysis

Insider Activity at Ryder System

In other Ryder System news, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the sale, the director owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. The trade was a 2.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Sanford J. Hodes sold 595 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president owned 22,948 shares in the company, valued at $5,781,748.60. The trade was a 2.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 4.90% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on R. Wells Fargo & Company increased their target price on Ryder System from $290.00 to $300.00 and gave the company an “overweight” rating in a research report on Friday. Wall Street Zen raised Ryder System from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Susquehanna upped their price objective on Ryder System from $290.00 to $310.00 and gave the stock a “positive” rating in a research note on Friday. Citizens Jmp began coverage on Ryder System in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. Finally, Robert W. Baird lifted their target price on Ryder System from $253.00 to $290.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. One 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 company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $279.88.

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.