Ryder
About: Ryder System Inc operates in three business segments: (1) Fleet Management Solutions which provides full-service leasing and leasing with flexible maintenance options, commercial rental and maintenance services of trucks, tractors and trailers to customers; (2) Supply Chain Solutions (SCS), which provides integrated logistics solutions, including distribution management, dedicated transportation, transportation management, brokerage, e-commerce, last mile, and professional services; and (3) Dedicated Transportation Solutions (DTS), which provides turnkey transportation solutions in the U.S., including dedicated vehicles, professional drivers, management, and administrative support.
Employees: 84,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 42
14% more capital invested
Capital invested by funds: $5.29B [Q1] → $6.02B (+$732M) [Q2]
12% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $22.9M
3.38% more ownership
Funds ownership: 88.19% [Q1] → 91.57% (+3.38%) [Q2]
2% more funds holding
Funds holding: 423 [Q1] → 431 (+8) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 144
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Stephens & Co.
Daniel Imbro
|
$190
|
Equal-Weight
Maintained
|
29 Jul 2025 |
Baird
Daniel Moore
|
$192
|
Outperform
Maintained
|
28 Jul 2025 |
Morgan Stanley
Christyne McGarvey
|
$190
|
Overweight
Maintained
|
28 Jul 2025 |
Susquehanna
Matthew Harrison
|
$215
|
Positive
Initiated
|
15 Jul 2025 |
JP Morgan
Brian Ossenbeck
|
$173
|
Neutral
Maintained
|
8 Jul 2025 |
Financial journalist opinion