Ryder System, Inc. $R Shares Sold by Peregrine Capital Management LLC

Peregrine Capital Management LLC trimmed its position in Ryder System, Inc. (NYSE:R) by 33.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,173 shares of the transportation company’s stock after selling 16,729 shares during the quarter. Peregrine Capital Management LLC’s holdings in Ryder System were worth $6,349,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of R. Root Financial Partners LLC purchased a new position in shares of Ryder System in the 3rd quarter worth about $28,000. Assetmark Inc. raised its holdings in shares of Ryder System by 421.9% in the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock worth $32,000 after purchasing an additional 135 shares during the period. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Ryder System in the 4th quarter worth about $34,000. Optima Capital LLC purchased a new position in shares of Ryder System in the 4th quarter worth about $39,000. Finally, Geneos Wealth Management Inc. raised its holdings in shares of 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 during the period. 87.47% of the stock is currently owned by hedge funds and other institutional investors.

Ryder System Stock Performance

Shares of NYSE:R opened at $242.73 on Friday. The company has a market cap of $9.57 billion, a P/E ratio of 20.28 and a beta of 0.93. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. Ryder System, Inc. has a one year low of $133.06 and a one year high of $246.92. The business’s 50-day simple moving average is $210.91 and its 200 day simple moving average is $194.13.

Ryder System (NYSE:R) last posted its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.25. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $3.11 billion. During the same period in the previous year, the business earned $2.46 EPS. Ryder System’s revenue for the quarter was down .2% compared to the same quarter last year. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. On average, sell-side analysts forecast that Ryder System, Inc. will post 14.23 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th were issued a dividend of $0.91 per share. The ex-dividend date was Tuesday, February 17th. This represents a $3.64 annualized dividend and a yield of 1.5%. Ryder System’s payout ratio is currently 30.41%.

Insider Activity at Ryder System

In other Ryder System news, CEO Robert E. Sanchez sold 41,779 shares of Ryder System stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total transaction 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. The trade was a 50.58% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Sanford J. Hodes sold 10,527 shares of Ryder System stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total value of $2,212,354.32. Following the sale, the senior vice president owned 23,954 shares in the company, valued at $5,034,172.64. This represents a 30.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 130,673 shares of company stock worth $28,233,471 over the last ninety days. Company insiders own 4.90% of the company’s stock.

Ryder System News Roundup

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

• Positive Sentiment: Ryder beat on EPS — comparable (non?GAAP) EPS of $2.54 topped consensus and prior-year results, signaling stronger profitability per share than expected. Ryder Reports First Quarter 2026 Results
• Positive Sentiment: Management raised FY?2026 guidance to $14.05–$14.80 and issued Q2 EPS guidance of $3.50–$3.75, with the FY range’s high end above consensus — a signal of confidence in 2026 earnings power. Ryder Raises 2026 Earnings Outlook After Solid First Quarter
• Positive Sentiment: Analyst sentiment is supportive — brokerage consensus rates the stock as a “Moderate Buy,” which can amplify upside momentum after a strong report. Ryder System, Inc. (NYSE:R) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Management commentary and the full earnings-call transcript provide context on fleet utilization, rental trends and how the new CEO plans to navigate the freight market — important for medium?term execution but not an immediate catalyst. Ryder System, Inc. (R) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations — total revenue of ~$2.57B fell short of estimates (~$3.11B) and was down year?over?year, raising questions about demand trends and top?line resilience even as per?share earnings beat. Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on R shares. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Citigroup cut their price objective on Ryder System from $245.00 to $239.00 and set a “buy” rating on the stock in a report on Thursday, April 9th. Wells Fargo & Company raised their price objective on Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Finally, Susquehanna raised their price objective on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Ryder System has a consensus rating of “Moderate Buy” and a consensus target price of $214.78.

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.