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

TD Waterhouse Canada Inc. cut its position in Ryder System, Inc. (NYSE:R) by 91.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund 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 institutional investors have also recently bought and sold shares of the company. Keating Financial Advisory Services Inc. bought a new stake in Ryder System during the second quarter valued at about $26,000. Cedar Mountain Advisors LLC grew its position in shares of Ryder System by 522.7% in the first quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 115 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Ryder System in the second quarter worth about $30,000. MassMutual Private Wealth & Trust FSB increased its stake in shares of Ryder System by 36.8% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company’s stock worth $42,000 after purchasing an additional 43 shares during the period. Finally, Root Financial Partners LLC increased its stake in shares of Ryder System by 45.5% in the first quarter. Root Financial Partners LLC now owns 243 shares of the transportation company’s stock worth $50,000 after purchasing an additional 76 shares during the period. Institutional investors own 87.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on R shares. Barclays increased their target price on Ryder System from $300.00 to $315.00 and gave the company an “overweight” rating in a research note on Friday. Susquehanna dropped their price target on Ryder System from $310.00 to $280.00 and set a “positive” rating on the stock in a research report on Friday, October 2nd. Citizens Jmp started coverage on Ryder System in a report on Wednesday, July 15th. They set a “market perform” rating for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research report on Monday, August 24th. Finally, Stephens increased their price objective on Ryder System from $280.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $292.44.

More Ryder System News

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.

Ryder System Stock Up 1.8%

R stock opened at $270.24 on Friday. Ryder System, Inc. has a twelve month low of $160.08 and a twelve month high of $284.25. The company has a market cap of $10.36 billion, a PE ratio of 20.60 and a beta of 1.05. The business’s 50-day simple moving average is $242.45 and its 200 day simple moving average is $249.24. The company has a quick ratio of 0.65, a current ratio of 1.17 and a debt-to-equity ratio of 2.42.

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

Ryder System Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, November 23rd will be issued a dividend of $1.01 per share. 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 30.79%.

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.