Ryder System (NYSE:R) Updates FY 2025 Earnings Guidance

Ryder System (NYSE:R) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 12.850-13.050 for the period, compared to the consensus earnings per share estimate of 13.050. The company issued revenue guidance of -, compared to the consensus revenue estimate of $12.8 billion. Ryder System also updated its Q4 2025 guidance to 3.500-3.700 EPS.

Analysts Set New Price Targets

Several research firms have weighed in on R. Stephens increased their price target on shares of Ryder System from $150.00 to $190.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 29th. Susquehanna began coverage on shares of Ryder System in a research note on Tuesday, July 15th. They issued a “positive” rating and a $215.00 price target on the stock. Baird R W raised shares of Ryder System to a “strong-buy” rating in a report on Tuesday, July 1st. Barclays boosted their target price on shares of Ryder System from $190.00 to $220.00 and gave the stock an “overweight” rating in a report on Thursday, October 2nd. Finally, Wall Street Zen raised shares of Ryder System from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Ryder System currently has a consensus rating of “Moderate Buy” and a consensus price target of $195.89.

Ryder System Price Performance

Shares of R stock opened at $161.16 on Friday. The company has a debt-to-equity ratio of 2.54, a current ratio of 1.32 and a quick ratio of 0.82. The company has a market capitalization of $6.57 billion, a P/E ratio of 13.61 and a beta of 1.00. The company’s 50-day simple moving average is $184.60 and its two-hundred day simple moving average is $166.75. Ryder System has a one year low of $125.54 and a one year high of $195.48.

Ryder System (NYSE:R) last announced its quarterly earnings results on Thursday, October 23rd. The transportation company reported $3.57 earnings per share for the quarter, topping the consensus estimate of $3.56 by $0.01. Ryder System had a net margin of 3.96% and a return on equity of 17.69%. The firm had revenue of $3.17 billion during the quarter, compared to analysts’ expectations of $3.19 billion. During the same quarter in the prior year, the company earned $3.44 EPS. The company’s revenue was up .1% compared to the same quarter last year. Ryder System has set its Q4 2025 guidance at 3.500-3.700 EPS. FY 2025 guidance at 12.850-13.050 EPS. As a group, equities analysts anticipate that Ryder System will post 13.68 EPS for the current year.

Ryder System Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 19th. Stockholders of record on Monday, November 17th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, November 17th. Ryder System’s dividend payout ratio is presently 30.95%.

Insider Transactions at Ryder System

In related news, CFO Cristina Gallo-Aquino sold 1,000 shares of the stock in a transaction that occurred on Tuesday, July 29th. The shares were sold at an average price of $180.87, for a total transaction of $180,870.00. Following the completion of the sale, the chief financial officer owned 26,561 shares of the company’s stock, valued at $4,804,088.07. This represents a 3.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Thomas M. Havens sold 6,500 shares of the stock in a transaction that occurred on Wednesday, August 13th. The shares were sold at an average price of $181.77, for a total transaction of $1,181,505.00. Following the sale, the insider directly owned 32,478 shares of the company’s stock, valued at $5,903,526.06. The trade was a 16.68% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 41,618 shares of company stock worth $7,587,997. Insiders own 5.20% of the company’s stock.

Institutional Investors Weigh In On Ryder System

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Geneos Wealth Management Inc. lifted its position in Ryder System by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 109 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Ryder System by 10.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock valued at $189,000 after acquiring an additional 110 shares during the last quarter. Focus Partners Wealth lifted its position in Ryder System by 7.9% during the first quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock valued at $266,000 after acquiring an additional 135 shares during the last quarter. Corient Private Wealth LLC lifted its position in Ryder System by 2.5% during the second quarter. Corient Private Wealth LLC now owns 7,211 shares of the transportation company’s stock valued at $1,147,000 after acquiring an additional 175 shares during the last quarter. Finally, M&T Bank Corp increased its stake in Ryder System by 10.9% during the 2nd quarter. M&T Bank Corp now owns 2,153 shares of the transportation company’s stock valued at $343,000 after purchasing an additional 212 shares in the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

About Ryder System

Ryder System, Inc operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers; access to diesel fuel; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website, as well as digital and technology support services.