R

RYDER SYSTEM INC

NYSE · Services-Auto Rental & Leasing (No Drivers) · Inc. FL · CIK 0000085961
$280.33 0.00% $10.8B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)19 New Institutional Positions11 Institutional Exits
Vol
Market Cap$10.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity19 buys / 11 sells
Insider Activity0B / 6S
Insider Net $-$4.9M
SEC Reports6
Exchange NYSE·Sector Services-Auto Rental & Leasing (No Drivers)·Inc. FL·CIK 0000085961·Prev Close $280.34

Recent Activity

Jun 1, 2026 SEC
Two Ryder insiders sold a total of ~$1.4M in open-market sales over three days, led by the EVP & CLO ($1.25M). The sales
CLUSTER — Impact 2/10
May 31, 2026 SEC
A magistrate judge recommended denying Express Logistics' motion for a preliminary injunction against Ryder Truck Rental
COURT-RULING — Impact 4/10
May 29, 2026 Insider
Fatovic Robert D sold 5,000 shares
EVP, CLO & Corp. Secretary @ $249.85 ($1.2M)
May 28, 2026 Insider
HODES SANFORD J. sold 595 shares
SVP, C Procur Of, Corp Dev Of @ $251.95 ($149.9K)
May 27, 2026 Insider
HODES SANFORD J. gifted 411 shares
SVP, C Procur Of, Corp Dev Of
May 14, 2026 SEC
The Appellate Division of the New York Supreme Court issued a ruling in *Cha v. Ryder Truck Rental, Inc.*, a personal in
COURT-RULING — Impact 2/10
Inst.
FIRST TRUST ADVISORS LP — ADD
1,010,320 shares ($206.8M)
Inst.
Gotham Asset Management, LLC — ADD
254,356 shares ($52.1M)

Price Targets

$264.63 -5.6% upside Sell
Current $280.33 Low $245.00 Median $258.00 High $290.00 8 analysts
$245.00 $290.00

Analyst Ratings

Strong Buy81% buy · 16 analysts
4Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 24, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 24, 2026 Citigroup MAINTAIN Buy → Buy
Apr 24, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 24, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.66 $3.60 — $3.72 10% YoY 9
Next Q $4.18 $3.99 — $4.29 17% YoY 8
Current FY $14.60 $14.31 — $14.84 13% YoY 9
Next FY $17.55 ▲ +0.8% $16.51 — $19.00 20% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$826.9M
VANGUARD PORTFOLIO MANAGEMENT LLC$562.1M
STATE STREET CORP$379.9M
WELLINGTON MANAGEMENT GROUP LLP$356.0M
VANGUARD CAPITAL MANAGEMENT LLC$335.6M

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Fatovic RobertSELL$1.2M
May 28, 2026HODES SANFORDSELL$149.9K
May 27, 2026HODES SANFORDG$0.00
May 4, 2026Nieto LuisSELL$169.8K
May 1, 2026Eck RobertA$0.00
50 institutional holders with $4.8B total value (23,638,602 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 19 institutions added/increased vs 11 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,039,513$826.9M17.1%
2VANGUARD PORTFOLIO MANAGEMENT LLC2,745,717$562.1M11.6%
3STATE STREET CORP1,855,861$379.9M7.9%
4WELLINGTON MANAGEMENT GROUP LLP1,738,825$356.0M7.4%
5VANGUARD CAPITAL MANAGEMENT LLC1,639,174$335.6M6.9%
6DIMENSIONAL FUND ADVISORS LP1,621,947$332.0M6.9%
7EARNEST PARTNERS LLC1,519,439$311.0M6.4%
8FIRST TRUST ADVISORS LP1,010,320$206.8M4.3%ADD +81.5%
9BANK OF AMERICA CORP /DE/783,508$160.4M3.3%
10FULLER & THALER ASSET MANAGEMENT, INC.755,455$154.6M3.2%
11SEI INVESTMENTS CO713,617$146.1M3.0%
12FMR LLC643,787$131.8M2.7%
13MORGAN STANLEY553,832$113.4M2.3%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC475,142$97.3M2.0%
15GOLDMAN SACHS GROUP INC376,137$77.0M1.6%
16VICTORY CAPITAL MANAGEMENT INC314,402$64.4M1.3%
17Gotham Asset Management, LLC254,356$52.1M1.1%ADD +57.4%
18VANGUARD FIDUCIARY TRUST CO241,019$49.3M1.0%
19AMERIPRISE FINANCIAL INC208,784$42.7M0.9%ADD +63.8%
20Invesco Ltd.195,766$40.1M0.8%TRIM -52.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIRST TRUST ADVISORS LPADD556,6231,010,320+81.5%$206.8M2026-Q1
Gotham Asset Management, LLCADD161,642254,356+57.4%$52.1M2026-Q1
Invesco Ltd.TRIM413,493195,766-52.7%$40.1M2026-Q1
FRANKLIN RESOURCES INCDOUBLED60,230148,106+145.9%$30.3M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM44,21130,079-32.0%$6.2M2026-Q1
HSBC HOLDINGS PLCTRIM46,12027,628-40.1%$5.6M2026-Q1
FIFTH THIRD BANCORPDOUBLED9,64325,372+163.1%$5.2M2026-Q1
FEDERATED HERMES, INC.ADD13,55418,385+35.6%$3.8M2026-Q1
DEUTSCHE BANK AG\DOUBLED5,34217,576+229.0%$3.6M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD10,23513,970+36.5%$2.9M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD10,91213,955+27.9%$2.9M2026-Q1
Asset Management One Co., Ltd.TRIM18,52913,247-28.5%$2.7M2026-Q1
Trexquant Investment LPDOUBLED6,02912,752+111.5%$2.6M2026-Q1
Brevan Howard Capital Management LPDOUBLED1,17512,718+982.4%$2.6M2026-Q1
AmundiTRIM34,87611,582-66.8%$2.4M2026-Q1
Vanguard Personalized Indexing Management, LLCADD8,08110,891+34.8%$2.2M2026-Q1
HighTower Advisors, LLCADD6,5209,498+45.7%$1.9M2026-Q1
PINEBRIDGE INVESTMENTS LLCDOUBLED2,9406,064+106.3%$1.2M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM7,7205,561-28.0%$1.1M2026-Q1
XPONANCE LLCADD4,0115,052+26.0%$1.0M2026-Q1
COMMERCE BANKADD2,5444,405+73.2%$901.7K2026-Q1
Atria Investments, IncTRIM4,7562,813-40.9%$575.9K2026-Q1
Swiss Life Asset Management LtdADD1,9342,457+27.0%$503.0K2026-Q1
M&T BANK CORPNEAR_EXIT18,0442,100-88.4%$429.9K2026-Q1
Equitable Holdings, Inc.ADD1,2442,231+79.3%$427.9K2026-Q1
21 unique insiders with 50 transactions. Net insider value: -$4.9M ($0.00 bought, $4.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Fatovic Robert DEVP, CLO & Corp. SecretarySELL5,000$249.85$1.2M
May 28, 2026HODES SANFORD J.SVP, C Procur Of, Corp Dev OfSELL595$251.95$149.9K
May 27, 2026HODES SANFORD J.SVP, C Procur Of, Corp Dev OfGIFT411
May 4, 2026Nieto Luis P JrDirectorSELL720$235.79$169.8K
May 1, 2026Eck Robert J.DirectorAWARD720
May 1, 2026Lundgren Tamara L.DirectorAWARD720
May 1, 2026Hilton Michael FDirectorAWARD720
May 1, 2026HAGEMANN ROBERTDirectorAWARD720
May 1, 2026Nieto Luis P JrDirectorAWARD720
May 1, 2026NORD DAVID GDirectorAWARD720
May 1, 2026Romo TammyDirectorAWARD712
May 1, 2026SMITH ABBIE JDirectorAWARD1,211
May 1, 2026STOCKTON DMITRI LDirectorAWARD720
May 1, 2026SWOBODA CHARLES MDirectorAWARD720
Apr 1, 2026SWOBODA CHARLES MDirectorAWARD138
Feb 25, 2026Diez John J.President and COOEXERCISE24,190$76.49$1.9M
Feb 24, 2026SANCHEZ ROBERT EChair and CEOEXERCISE104,390$76.49$8.0M
Feb 20, 2026Fatovic Robert DEVP, CLO & Corp. SecretaryEXERCISE11,640$76.49$890.3K
Feb 19, 2026Sensing John S.President, Global SCS & DTSEXERCISE12,110$76.49$926.3K
Feb 19, 2026Sensing John S.President, Global SCS & DTSSELL5,965$219.69$1.3M
Feb 19, 2026Ravindran RajeevEVP & CIOSELL2,296$221.36$508.2K
Feb 18, 2026HAVENS THOMAS M.President, Global FMSSELL6,686$221.19$1.5M
Feb 10, 2026Sensing John S.President, Global SCS & DTSTAX W/H1,090$212.19$231.3K
Feb 10, 2026Fatovic Robert DEVP, CLO & Corp. SecretaryTAX W/H831$212.19$176.3K
Feb 10, 2026Ravindran RajeevEVP & CIOTAX W/H286$212.19$60.7K
Feb 10, 2026Lopez Francisco Jr.EVP & Chief HR OfficerTAX W/H490$212.19$104.0K
Feb 10, 2026JONES KAREN M.EVP & Chief Marketing OfficerTAX W/H327$212.19$69.4K
Feb 10, 2026HAVENS THOMAS M.President, Global FMSTAX W/H935$212.19$198.4K
Feb 10, 2026Diez John J.President and COOTAX W/H1,361$212.19$288.8K
Feb 10, 2026Regan Thomas MichaelEVP of DTSTAX W/H234$212.19$49.7K
Feb 10, 2026GALLO-AQUINO CRISTINAEVP and CFOTAX W/H409$212.19$86.8K
Feb 10, 2026HODES SANFORD J.SVP, C Procur Of, Corp Dev OfTAX W/H182$212.19$38.6K
Feb 10, 2026SANCHEZ ROBERT EChair and CEOTAX W/H3,114$212.19$660.8K
Feb 9, 2026Sensing John S.President, Global SCS & DTSTAX W/H940$215.73$202.8K
Feb 9, 2026Fatovic Robert DEVP, CLO & Corp. SecretaryTAX W/H555$215.73$119.7K
Feb 9, 2026Ravindran RajeevEVP & CIOTAX W/H235$215.73$50.7K
Feb 9, 2026Lopez Francisco Jr.EVP & Chief HR OfficerTAX W/H449$215.73$96.9K
Feb 9, 2026Regan Thomas MichaelEVP of DTSTAX W/H217$215.73$46.8K
Feb 9, 2026HAVENS THOMAS M.President, Global FMSTAX W/H940$215.73$202.8K
Feb 9, 2026Diez John J.President and COOTAX W/H1,031$215.73$222.4K
Feb 9, 2026JONES KAREN M.EVP & Chief Marketing OfficerTAX W/H270$215.73$58.2K
Feb 9, 2026GALLO-AQUINO CRISTINAEVP and CFOTAX W/H392$215.73$84.6K
Feb 9, 2026HODES SANFORD J.SVP, C Procur Of, Corp Dev OfTAX W/H150$215.73$32.4K
Feb 9, 2026SANCHEZ ROBERT EChair and CEOTAX W/H2,776$215.73$598.9K
Feb 7, 2026JONES KAREN M.EVP & Chief Marketing OfficerTAX W/H206$217.50$44.8K
Feb 7, 2026SANCHEZ ROBERT EChair and CEOTAX W/H2,217$217.50$482.2K
Feb 7, 2026Regan Thomas MichaelEVP of DTSTAX W/H170$217.50$37.0K
Feb 7, 2026HAVENS THOMAS M.President, Global FMSTAX W/H729$217.50$158.6K
Feb 7, 2026Diez John J.President and COOTAX W/H997$217.50$216.8K
Feb 7, 2026GALLO-AQUINO CRISTINAEVP and CFOTAX W/H596$217.50$129.6K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 4 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$264.63 mean target -5.6% upside Sell (1.67)
$245.00 Low $290.00 High
MetricValue
Current Price$280.33
Target Low$245.00
Target Mean$264.63
Target Median$258.00
Target High$290.00
# Analysts8
RecommendationSell (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.66 $3.60 $3.72 10.4% -0.2% 8↑ 2↓ $3.3B 3.3% 9
Next Q
2026-09-30
$4.18 $3.99 $4.29 17.0% +0.3% 7↑ 2↓ $3.3B 4.7% 8
Current FY
2026-12-31
$14.60 $14.31 $14.84 13.0% +0.1% 9↑ 0↓ $13.1B 3.7% 9
Next FY
2027-12-31
$17.55 $16.51 $19.00 20.2% +0.8% 8↑ 0↓ $13.9B 5.6% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.665
7d ago$3.665
30d ago$3.671-0.006
60d ago$3.612+0.053
90d ago$3.614+0.051
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 24, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 24, 2026 Citigroup MAINTAIN Buy Buy
Apr 24, 2026 Barclays MAINTAIN Overweight Overweight
Apr 24, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 24, 2026 Baird MAINTAIN Outperform Outperform
Apr 9, 2026 Citigroup MAINTAIN Buy Buy
Feb 13, 2026 Citigroup MAINTAIN Buy Buy
Feb 13, 2026 Susquehanna MAINTAIN Positive Positive
Feb 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Dec 19, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264930081%
May 1, 20264940076%
Apr 1, 20264940076%
Mar 1, 20264940076%
Feb 1, 202641030082%
Jan 1, 20265930082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: R — 0.7M shares, 24,230 trades
Week starting 2026-05-18. Total ATS volume: 659,433 shares across 24,230 trades.
May 14, 2026
Enforcement
Cha v. Ryder Truck Rental, Inc.
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No. 804102/24|Appeal No. 6608|Case No. 2025-06399|
May 11, 2026
dark_pool
Dark Pool: R — 0.6M shares, 22,224 trades
Week starting 2026-05-11. Total ATS volume: 594,477 shares across 22,224 trades.
May 4, 2026
dark_pool
Dark Pool: R — 0.6M shares, 27,697 trades
Week starting 2026-05-04. Total ATS volume: 613,988 shares across 27,697 trades.
Apr 27, 2026
dark_pool
Dark Pool: R — 0.8M shares, 29,731 trades
Week starting 2026-04-27. Total ATS volume: 766,104 shares across 29,731 trades.
Apr 27, 2026
Enforcement
Express Logistics, Inc v. RYDER TRUCK RENTAL, INC
Court ruling from District Court, S.D. Florida. Docket: 1:26-cv-22018
Apr 23, 2026
earnings_calendar
R Q1 2026 Earnings Scheduled — 2026-04-23
Apr 20, 2026
dark_pool
Dark Pool: R — 0.8M shares, 31,280 trades
Week starting 2026-04-20. Total ATS volume: 846,842 shares across 31,280 trades.
Apr 13, 2026
dark_pool
Dark Pool: R — 0.6M shares, 30,071 trades
Week starting 2026-04-13. Total ATS volume: 644,629 shares across 30,071 trades.
Apr 6, 2026
dark_pool
Dark Pool: R — 0.5M shares, 24,016 trades
Week starting 2026-04-06. Total ATS volume: 453,846 shares across 24,016 trades.
Mar 30, 2026
dark_pool
Dark Pool: R — 0.3M shares, 16,652 trades
Week starting 2026-03-30. Total ATS volume: 312,409 shares across 16,652 trades.
Mar 23, 2026
dark_pool
Dark Pool: R — 0.4M shares, 17,452 trades
Week starting 2026-03-23. Total ATS volume: 405,991 shares across 17,452 trades.
Mar 16, 2026
dark_pool
Dark Pool: R — 0.4M shares, 20,395 trades
Week starting 2026-03-16. Total ATS volume: 355,364 shares across 20,395 trades.
Mar 9, 2026
dark_pool
Dark Pool: R — 0.5M shares, 23,006 trades
Week starting 2026-03-09. Total ATS volume: 469,343 shares across 23,006 trades.
Mar 2, 2026
dark_pool
Dark Pool: R — 0.5M shares, 21,220 trades
Week starting 2026-03-02. Total ATS volume: 473,995 shares across 21,220 trades.
Feb 23, 2026
dark_pool
Dark Pool: R — 0.5M shares, 19,090 trades
Week starting 2026-02-23. Total ATS volume: 473,870 shares across 19,090 trades.
Feb 16, 2026
dark_pool
Dark Pool: R — 0.5M shares, 17,189 trades
Week starting 2026-02-16. Total ATS volume: 500,683 shares across 17,189 trades.