Ryder System, Inc. $R Shares Sold by Nisa Investment Advisors LLC

Posted by George Bondi on Oct 23rd, 2026

Nisa Investment Advisors LLC cut its stake in shares of Ryder System, Inc. (NYSE:R – Free Report) by 21.5% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 30,536 shares of the transportation company’s stock after selling 8,348 shares during the period. Nisa Investment Advisors LLC’s holdings in Ryder System were worth $6,958,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. BlackRock Inc. purchased a new stake in shares of Ryder System in the second quarter worth about $1,060,749,000. Dimensional Fund Advisors LP boosted its position in shares of Ryder System by 0.4% in the first quarter. Dimensional Fund Advisors LP now owns 1,621,947 shares of the transportation company’s stock valued at $331,996,000 after acquiring an additional 6,652 shares during the period. Bank of America Corp DE bought a new position in shares of Ryder System in the second quarter valued at approximately $207,689,000. First Trust Advisors LP grew its stake in Ryder System by 81.5% during the first quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company’s stock valued at $206,822,000 after acquiring an additional 453,697 shares in the last quarter. Finally, Bank of New York Mellon Corp purchased a new position in Ryder System during the second quarter valued at approximately $136,320,000. 87.47% of the stock is currently owned by institutional investors.

Key Stories Impacting Ryder System

Here are the key news stories impacting Ryder System this week:

Positive Sentiment: Earnings beat expectations: Ryder reported comparable earnings of $4.33 per diluted share, up from $3.57 a year earlier and above the roughly $4.15–$4.17 analyst consensus. GAAP EPS increased to $4.16 from $3.33. Ryder Reports Third Quarter 2026 Results
Positive Sentiment: Continued earnings momentum: The company reported its eighth consecutive quarter of comparable EPS growth, supported by higher earnings before taxes and an 8.3% year-over-year increase in quarterly revenue. Eighth Consecutive Quarter of Comparable Earnings Per Share Growth
Positive Sentiment: Outlook raised: Management lifted its full-year outlook following the strong quarter, reinforcing expectations for continued profit growth and providing a key catalyst for the stock. Ryder System Lifts Outlook After Strong Q3 Earnings
Neutral Sentiment: Investor focus shifts to execution: The earnings call centered on the company’s operating performance, updated guidance and prospects across its transportation businesses. Sustaining the recent earnings trajectory will be important given the stock’s valuation and proximity to its 12-month high. Ryder System Q3 2026 Earnings Call Summary

Ryder System Stock Performance

Shares of R opened at $265.90 on Friday. Ryder System, Inc. has a 12-month low of $157.67 and a 12-month high of $284.25. 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 company has a market cap of $10.20 billion, a PE ratio of 21.64 and a beta of 1.05. The stock has a 50-day moving average price of $242.32 and a 200-day moving average price of $249.09.

Ryder System (NYSE:R – Get Free Report) last posted its quarterly earnings data on Thursday, October 22nd. The transportation company reported $4.33 earnings per share for the quarter, topping the consensus estimate of $4.15 by $0.18. The company had revenue of $2.76 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. Ryder System’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the prior year, the business earned $3.57 earnings per share. As a group, equities analysts forecast that Ryder System, Inc. will post 14.74 earnings per share for the current fiscal year.

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, November 23rd will be paid a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Monday, November 23rd. Ryder System’s payout ratio is currently 32.87%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on R. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Monday, August 24th. Wall Street Zen upgraded shares of Ryder System from a “buy” rating to a “strong-buy” rating in a research note on Monday, October 12th. Janney Montgomery Scott set a $285.00 price target on shares of Ryder System in a report on Thursday, October 8th. Susquehanna reduced their price target on shares of Ryder System from $310.00 to $280.00 and set a “positive” rating for the company in a research report on Friday, October 2nd. Finally, Morgan Stanley raised shares of Ryder System from an “overweight” rating to a “buy” rating in a report on Monday, October 5th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $284.12.

Read Our Latest Analysis on R

About Ryder System

(Free Report)

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.

Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.