Ryder System, Inc. $R Stock Sold by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. cut its stake in Ryder System, Inc. (NYSE:R) by 91.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 675 shares of the transportation company’s stock after selling 6,823 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Ryder System were worth $156,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Keating Financial Advisory Services Inc. acquired a new stake in Ryder System in the 2nd quarter valued at $26,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Ryder System in the second quarter valued at $30,000. Cedar Mountain Advisors LLC raised its stake in Ryder System by 522.7% during the first quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock worth $28,000 after acquiring an additional 115 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its stake in Ryder System by 36.8% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company’s stock worth $42,000 after acquiring an additional 43 shares in the last quarter. Finally, Compass Financial Management LLC bought a new position in shares of Ryder System during the second quarter valued at $54,000. Institutional investors own 87.47% of the company’s stock.

Ryder System Trading Up 1.8%

Shares of R opened at $270.24 on Friday. The stock has a fifty day moving average price of $242.45 and a two-hundred day moving average price of $249.24. The company has a debt-to-equity ratio of 2.42, a quick ratio of 0.65 and a current ratio of 1.17. Ryder System, Inc. has a 52-week low of $160.08 and a 52-week high of $284.25. The company has a market cap of $10.36 billion, a price-to-earnings ratio of 20.60 and a beta of 1.05.

Ryder System (NYSE:R) last announced its earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, topping the consensus estimate of $4.15 by $0.18. The company had revenue of $2.76 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Ryder System had a return on equity of 19.14% and a net margin of 3.98%. During the same quarter in the prior year, the business earned $3.57 earnings per share. The business’s revenue for the quarter was up 8.3% on a year-over-year basis. Analysts predict that Ryder System, Inc. will post 15.07 EPS for the current fiscal year.

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, November 23rd will be given a dividend of $1.01 per share. The ex-dividend date is Monday, November 23rd. This represents a $4.04 annualized dividend and a yield of 1.5%. Ryder System’s dividend payout ratio is 30.79%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Barclays boosted their target price on shares of Ryder System from $300.00 to $315.00 and gave the company an “overweight” rating in a research note on Friday. Citigroup reiterated a “market perform” rating on shares of Ryder System in a research report on Friday. Robert W. Baird reissued a “neutral” rating and set a $245.00 price target (down from $290.00) on shares of Ryder System in a report on Tuesday, September 29th. Susquehanna reduced their price target on shares of Ryder System from $310.00 to $280.00 and set a “positive” rating on the stock in a research report on Friday, October 2nd. Finally, JPMorgan Chase & Co. upped their price objective on shares of Ryder System from $298.00 to $315.00 and gave the stock an “overweight” rating in a research note on Friday. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.44.

Trending Headlines about Ryder System

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

• Positive Sentiment: Q3 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 was $4.16, compared with $3.33 in the prior-year quarter. Revenue increased 8.3% year over year. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Full-year profit outlook increased: Ryder guided to fiscal 2026 EPS of $14.85-$15.05, above the $14.68 consensus estimate. The company also highlighted its eighth consecutive quarter of comparable EPS growth, supporting investor confidence in its operating execution. Ryder System Lifts Outlook After Strong Q3 Earnings
• Positive Sentiment: Analyst price targets moved higher: Citigroup raised its target to $302 and maintained a Buy rating. JPMorgan and Barclays lifted targets to $315, while Wells Fargo raised its target to $305; Stephens also increased its target to $305. The revisions indicate that analysts see additional upside after the earnings report. Analysts Boost Forecasts on Ryder
• Neutral Sentiment: Fourth-quarter guidance was broadly in line: Ryder forecast Q4 2026 EPS of $4.25-$4.45, compared with consensus of $4.27, suggesting continued earnings stability but limited near-term upside from the quarterly outlook.
• Negative Sentiment: Revenue guidance trails estimates: The company projected fiscal 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. If accurate, the discrepancy could raise concerns about demand, business mix or the comparability of analyst forecasts despite the stronger profit outlook.

About Ryder System

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.