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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
134% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 32
85% more call options, than puts
Call options by funds: $24M | Put options by funds: $13M
15% more capital invested
Capital invested by funds: $5.36B [Q3] → $6.16B (+$799M) [Q4]
10% more funds holding
Funds holding: 396 [Q3] → 435 (+39) [Q4]
6.71% more ownership
Funds ownership: 83.91% [Q3] → 90.62% (+6.71%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 154
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
JP Morgan Brian Ossenbeck 26% 1-year accuracy 10 / 38 met price target | 23%upside $174 | Neutral Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 4 articles about R published over the past 30 days
