Healthcare of Ontario Pension Plan Trust Fund Takes Position in Ryder System, Inc. $R

Posted by Francis Steltz on Aug 2nd, 2026

Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in shares of Ryder System, Inc. (NYSE:R – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 8,348 shares of the transportation company’s stock, valued at approximately $1,709,000.

A number of other hedge funds have also recently bought and sold shares of the company. State Street Corp grew its stake in Ryder System by 0.4% in the 2nd quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock worth $317,251,000 after acquiring an additional 7,447 shares during the period. Dimensional Fund Advisors LP lifted its stake in shares of Ryder System by 0.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,621,947 shares of the transportation company’s stock worth $331,996,000 after purchasing an additional 6,652 shares during the period. First Trust Advisors LP lifted its stake in shares of Ryder System by 81.5% during the 1st quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company’s stock worth $206,822,000 after purchasing an additional 453,697 shares during the period. Orbis Allan Gray Ltd boosted its holdings in shares of Ryder System by 15.4% during the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock worth $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Finally, Bank of America Corp DE grew its position in shares of Ryder System by 6.7% in the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock valued at $157,111,000 after purchasing an additional 62,313 shares during the period. Institutional investors and hedge funds own 87.47% of the company’s stock.

Ryder System Price Performance

Shares of Ryder System stock opened at $256.51 on Friday. Ryder System, Inc. has a twelve month low of $157.67 and a twelve month high of $284.25. The stock has a market capitalization of $9.84 billion, a P/E ratio of 20.87 and a beta of 1.01. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. The business’s fifty day moving average price is $264.83 and its 200 day moving average price is $231.48.

Ryder System (NYSE:R – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. The firm had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $3.29 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The firm’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.32 earnings per share. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. As a group, research analysts anticipate that Ryder System, Inc. will post 14.74 earnings per share for the current year.

Ryder System Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be issued a dividend of $1.01 per share. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Monday, August 24th. This is an increase from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio (DPR) is presently 29.62%.

Insider Buying and Selling

In other Ryder System news, Director Luis P. Nieto, Jr. sold 720 shares of Ryder System stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the transaction, the director directly owned 29,974 shares of the company’s stock, valued at $7,067,569.46. The trade was a 2.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Sanford J. Hodes sold 595 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the sale, the senior vice president owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. This represents a 2.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on R. Citizens Jmp started coverage on Ryder System in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. Morgan Stanley upped their price objective on shares of Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Stephens upgraded shares of Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research report on Wednesday, May 27th. Finally, Wall Street Zen upgraded shares of Ryder System from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Ryder System has a consensus rating of “Moderate Buy” and an average price target of $294.14.

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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.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.