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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
173% more call options, than puts
Call options by funds: $11M | Put options by funds: $4.05M
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 155
1.09% less ownership
Funds ownership: 89.19% [Q4 2024] → 88.1% (-1.09%) [Q1 2025]
4% less funds holding
Funds holding: 437 [Q4 2024] → 419 (-18) [Q1 2025]
10% less capital invested
Capital invested by funds: $5.9B [Q4 2024] → $5.29B (-$615M) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 52
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$150
2%
upside
Avg. target
$168
14%
upside
High target
$190
29%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Barclays Brandon Oglenski | 29%upside $190 | Overweight Initiated | 9 Jun 2025 |
Stephens & Co. Justin Long | 2%upside $150 | Equal-Weight Maintained | 25 Apr 2025 |
JP Morgan Brian Ossenbeck | 12%upside $165 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 6 articles about R published over the past 30 days
Negative
Zacks Investment Research
6 days ago
Here's Why Investors Should Give Ryder System Stock a Miss Now
R grapples with rising operating costs and a weak current ratio, signaling ongoing financial strain in the company's operations.
Positive
Seeking Alpha
1 week ago
Ryder System's Cash Flow Resilience Is Attractive
Ryder System's strategic shift to contract and supply chain management has reduced earnings volatility and protected cash flow from macroeconomic swings. Disciplined fleet management and long-term contracts help Ryder weather trucking industry cyclicality, despite near-term economic uncertainty and softer rental demand. Strong Q1 results, robust free cash flow, and ongoing capital returns (dividends, buybacks) highlight Ryder's financial flexibility and resilience.
Neutral
Seeking Alpha
1 week ago
Ryder System: Still Too Cheap To Justify A Downgrade
Ryder System remains a solid 'buy' due to its consistently low valuation versus peers and solid long-term performance, despite recent short-term stock weakness. Revenue and profitability continue to grow, driven by strategic acquisitions and the expanding ChoiceLease program, even as some segments face softness. Management projects modest revenue growth, but a significant 10% increase in net profits for 2025, supported by pricing and cost initiatives.
Neutral
Business Wire
1 week ago
Ryder Chairman & CEO Robert Sanchez to Address Wells Fargo Industrials & Materials Conference
MIAMI--(BUSINESS WIRE)--Ryder System, Inc. (NYSE: R) Chairman & CEO Robert Sanchez to address Wells Fargo Industrials & Materials Conference. Who: Ryder System, Inc. Chairman & CEO Robert Sanchez What: Wells Fargo Industrials & Materials Conference When: Wednesday, June 11, 2025 Time: 8:45 a.m. CDT Webcast: To access the live webcast, visit http://investors.ryder.com. About Ryder System, Inc. Ryder System, Inc. (NYSE: R) is a fully integrated port-to-door logistics and transport.
Positive
Zacks Investment Research
3 weeks ago
Why Is Ryder (R) Up 8% Since Last Earnings Report?
Ryder (R) reported earnings 30 days ago. What's next for the stock?
Neutral
Business Wire
3 weeks ago
Ryder Wins the Last Mile with 99.97% Damage-Free Delivery Rate for Abt Appliance Delivery
MIAMI--(BUSINESS WIRE)-- #RyderEverbetter--Ryder System, Inc. (NYSE: R) is the 2024 "Carrier of the Year" for Abt Electronics. Presented during Abt's annual awards ceremony at its headquarters in Glenview, Illinois, the award recognizes Ryder Last Mile for delivering, through its qualified carrier network, more than 6,400 appliance shipments last year, with an impressive 99.97% damage-free delivery rate and 99.3% completion rate. Abt also selected Ryder for 100% alignment on core values, which put customers above.
Neutral
Business Wire
1 month ago
Ryder Declares Quarterly Cash Dividend
MIAMI--(BUSINESS WIRE)-- #RyderEverbetter--The Board of Directors of Ryder System, Inc. (NYSE: R) declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on June 20, 2025, to shareholders of record on May 19, 2025. This is Ryder's 195th consecutive quarterly cash dividend – marking more than 48 years of uninterrupted dividend payments. About Ryder System, Inc. Ryder System, Inc. (NYSE: R) is a fully integrated port-to-door logistics and transportation company. It provides supply c.
Neutral
Business Wire
1 month ago
Fashion to Fine Wines & Spirits: Ryder Customers Share “Stories from the Supply Chain” in National TV Ad Campaign
MIAMI--(BUSINESS WIRE)-- #RyderEverbetter--Ryder launches national TV ad campaign showcasing real businesses navigating logistics challenges in an ever-shifting supply chain environment.
Positive
Zacks Investment Research
1 month ago
Ryder Q1 Earnings Surpass Estimates, Improve Year Over Year
R's first-quarter 2025 revenues benefit from the prior-year acquisition and contractual revenue growth in Supply Chain Solutions and Fleet Management Solutions.
Neutral
Seeking Alpha
1 month ago
Ryder System, Inc. (R) Q1 2025 Earnings Call Transcript
Ryder System, Inc. (NYSE:R ) Q1 2025 Earnings Conference Call April 23, 2025 11:00 AM ET Company Participants Calene Candela - Vice President, Investor Relations Robert Sanchez - Chairman and Chief Executive Officer Cristina Gallo-Aquino - Executive Vice President and Chief Financial Officer John Diez - President and Chief Operating Officer Tom Havens - President, Fleet Management Solutions Steve Sensing - President, Supply Chain Solutions and Dedicated Transportation Solutions Conference Call Participants Jordan Alliger - Goldman Sachs Christyne McGarvey - Morgan Stanley Jeff Kauffman - Vertical Research Partners Scott Group - Wolfe Research Reed Seay - Stephens Inc. Brian Ossenbeck - JPMorgan Harrison Bauer - Susquehanna Operator Good morning, and welcome to the Ryder System First Quarter 2025 Earnings Release Conference Call. All lines are in listen-only mode, until after the presentation.
Charts implemented using Lightweight Charts™