Oak Thistle LLC Invests $903,000 in Ryder System, Inc. $R

11 Apr 2026, 09:52 by Danessa Lincoln · The Markets Daily

Oak Thistle LLC purchased a new stake in Ryder System, Inc. (NYSE:R – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 4,717 shares of the transportation company’s stock, valued at approximately $903,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of R. Root Financial Partners LLC bought a new position in shares of Ryder System in the third quarter valued at $28,000. Assetmark Inc. increased its position in shares of Ryder System by 421.9% during the third quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock worth $32,000 after acquiring an additional 135 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Ryder System during the fourth quarter worth about $34,000. Geneos Wealth Management Inc. raised its holdings in shares of Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after acquiring an additional 109 shares during the last quarter. Finally, MAI Capital Management raised its holdings in shares of Ryder System by 43.5% in the 3rd quarter. MAI Capital Management now owns 267 shares of the transportation company’s stock worth $50,000 after acquiring an additional 81 shares during the last quarter. Institutional investors own 87.47% of the company’s stock.

Insider Buying and Selling at Ryder System

In other news, COO John J. Diez sold 9,632 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $222.20, for a total transaction of $2,140,230.40. Following the completion of the sale, the chief operating officer directly owned 183,810 shares of the company’s stock, valued at $40,842,582. This trade represents a 4.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Rajeev Ravindran sold 2,696 shares of Ryder System stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $221.61, for a total value of $597,460.56. Following the sale, the executive vice president owned 18,136 shares in the company, valued at $4,019,118.96. The trade was a 12.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 130,673 shares of company stock valued at $28,233,471 in the last ninety days. 4.90% of the stock is owned by corporate insiders.

Ryder System Stock Down 1.3%

Ryder System stock opened at $219.16 on Friday. Ryder System, Inc. has a fifty-two week low of $130.16 and a fifty-two week high of $230.38. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The firm’s 50-day simple moving average is $208.34 and its 200 day simple moving average is $191.76. The stock has a market cap of $8.64 billion, a PE ratio of 18.31 and a beta of 0.93.

Ryder System (NYSE:R – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The firm had revenue of $2.60 billion during the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter last year, the business posted $3.45 EPS. The company’s quarterly revenue was down .4% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. Research analysts predict that Ryder System, Inc. will post 13.68 EPS for the current fiscal year.

Ryder System Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, February 17th were issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is 30.41%.

Analyst Upgrades and Downgrades

R has been the subject of a number of analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Wells Fargo & Company lifted their target price on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Susquehanna upped their price target on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. Finally, Citigroup lowered their price target on Ryder System from $245.00 to $239.00 and set a “buy” rating for the company in a research report on Thursday. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $214.78.

Get Our Latest Research Report on Ryder System

About Ryder System

(Free Report)

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.