Ryder (R)

• Market cap: $5.59B
• 1 day: -0.11%
• 5 days: 3.46%
• 1 month: -4.27%
• 3 months: -15.23%
• 6 months: -7.52%
• Year to date: -12.02%
• 1 year: 12.98%
• 5 years: 288.90%
• 10 years: 44.37%
• Sector: Industrials
• Industry: Rental & Leasing Services

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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

85% more call options, than puts

Call options by funds: $24M | Put options by funds: $13M

10% more capital invested

Capital invested by funds: $5.34B [Q3] → $5.9B (+$560M) [Q4]

10% more funds holding

Funds holding: 396 [Q3] → 434 (+38) [Q4]

2.44% more ownership

Funds ownership: 83.57% [Q3] → 86.01% (+2.44%) [Q4]

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 153

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $150 9% upside
• Avg. target: $158 14% upside
• High target: $165 20% upside

2 analyst ratings

• positive: 0 0%
• neutral: 2 100%
• negative: 0 0%

Stephens & Co. Justin Long 40% 1-year accuracy 2 / 5 met price target	9% upside $150	Equal-Weight Maintained	25 Apr 2025
JP Morgan Brian Ossenbeck 27% 1-year accuracy 9 / 33 met price target	20% upside $165	Neutral Maintained	24 Apr 2025