RYDER SYSTEM ($R) posted quarterly earnings results for Q1 2026 on Thursday, April 23rd. The company reported earnings of $2.54 per share, beating estimates of $2.31 by $0.23. The company also reported revenue of $3,126,000,000, missing estimates of $3,203,925,060 by $-77,925,060.
You can see Quiver Quantitative's $R stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
RYDER SYSTEM Insider Trading Activity
RYDER SYSTEM insiders have traded $R stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.
Here’s a breakdown of recent trading of $R stock by insiders over the last 6 months:
- ROBERT E SANCHEZ (Chair and CEO) has made 0 purchases and 3 sales selling 41,779 shares for an estimated $9,329,289.
- E FOLLIN SMITH has made 0 purchases and 6 sales selling 32,230 shares for an estimated $6,691,230.
- JOHN S. SENSING (President, Global SCS & DTS) has made 0 purchases and 8 sales selling 30,110 shares for an estimated $6,635,009.
- ROBERT D FATOVIC (EVP, CLO & Corp. Secretary) has made 0 purchases and 3 sales selling 21,640 shares for an estimated $4,758,908.
- RAJEEV RAVINDRAN (EVP & CIO) has made 0 purchases and 4 sales selling 17,063 shares for an estimated $3,639,397.
- THOMAS M. HAVENS (President, Global FMS) has made 0 purchases and 2 sales selling 12,571 shares for an estimated $2,786,346.
- SANFORD J. HODES (SVP, C Procur Of, Corp Dev Of) has made 0 purchases and 3 sales selling 10,527 shares for an estimated $2,212,354.
- JOHN J. DIEZ (President and COO) sold 9,632 shares for an estimated $2,140,230
- KAREN M. JONES (EVP & Chief Marketing Officer) has made 0 purchases and 3 sales selling 6,000 shares for an estimated $1,249,232.
- THOMAS MICHAEL REGAN (EVP of DTS) sold 871 shares for an estimated $185,357
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
RYDER SYSTEM Hedge Fund Activity
We have seen 217 institutional investors add shares of RYDER SYSTEM stock to their portfolio, and 238 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 656,382 shares (-22.7%) from their portfolio in Q4 2025, for an estimated $125,624,950
- JPMORGAN CHASE & CO added 539,854 shares (+326.8%) to their portfolio in Q4 2025, for an estimated $103,322,657
- ORBIS ALLAN GRAY LTD added 504,404 shares (+107.3%) to their portfolio in Q4 2025, for an estimated $96,537,881
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 420,114 shares (-76.0%) from their portfolio in Q4 2025, for an estimated $80,405,618
- HG VORA CAPITAL MANAGEMENT, LLC removed 335,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $64,115,649
- EARNEST PARTNERS LLC removed 297,990 shares (-16.0%) from their portfolio in Q4 2025, for an estimated $57,032,306
- BANK OF AMERICA CORP /DE/ removed 176,788 shares (-18.4%) from their portfolio in Q4 2025, for an estimated $33,835,455
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
RYDER SYSTEM Analyst Ratings
Wall Street analysts have issued reports on $R in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 12/19/2025
To track analyst ratings and price targets for RYDER SYSTEM, check out Quiver Quantitative's $R forecast page.
RYDER SYSTEM Price Targets
Multiple analysts have issued price targets for $R recently. We have seen 4 analysts offer price targets for $R in the last 6 months, with a median target of $244.5.
Here are some recent targets:
- Ben Mohr from Citigroup set a target price of $239.0 on 04/09/2026
- Matthew Harrison from Susquehanna set a target price of $250.0 on 02/13/2026
- Robert Salmon from Wells Fargo set a target price of $236.0 on 02/12/2026
- Christyne McGarvey from Morgan Stanley set a target price of $250.0 on 12/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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