RYDER SYSTEM ($R) posted quarterly earnings results for Q4 2025 on Wednesday, February 11th. The company reported earnings of $3.59 per share, missing estimates of $3.65 by $0.06. The company also reported revenue of $3,175,000,000, missing estimates of $3,273,361,223 by $-98,361,223.
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $R stock by insiders over the last 6 months:
- THOMAS M. HAVENS (President, Global FMS) sold 6,500 shares for an estimated $1,181,505
- STEVE W. MARTIN (EVP of DTS) has made 0 purchases and 4 sales selling 5,500 shares for an estimated $1,028,404.
- SANFORD J. HODES (SVP, C Procur Of, Corp Dev Of) sold 532 shares for an estimated $99,739
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
RYDER SYSTEM Hedge Fund Activity
We have seen 220 institutional investors add shares of RYDER SYSTEM stock to their portfolio, and 220 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD removed 535,166 shares (-53.2%) from their portfolio in Q3 2025, for an estimated $100,953,714
- HG VORA CAPITAL MANAGEMENT, LLC removed 300,000 shares (-47.2%) from their portfolio in Q3 2025, for an estimated $56,591,999
- AQR CAPITAL MANAGEMENT LLC added 250,432 shares (+53.3%) to their portfolio in Q3 2025, for an estimated $47,241,492
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 206,699 shares (-50.5%) from their portfolio in Q3 2025, for an estimated $38,991,699
- FIRST TRUST ADVISORS LP removed 206,018 shares (-26.0%) from their portfolio in Q3 2025, for an estimated $38,863,235
- J. GOLDMAN & CO LP removed 186,976 shares (-93.9%) from their portfolio in Q3 2025, for an estimated $35,271,152
- STATE STREET CORP removed 141,969 shares (-7.1%) from their portfolio in Q3 2025, for an estimated $26,781,032
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
RYDER SYSTEM Government Contracts
We have seen $295,542 of award payments to $R over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 2 VEHICLES: $82,224
- PURCHASE OF EQUIPMENT: $82,224
- TRUCKS: $82,224
- 1 TRAILER: $16,290
- TRAILER: $16,290
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
RYDER SYSTEM Analyst Ratings
Wall Street analysts have issued reports on $R in the last several months. We have seen 2 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
- Barclays issued a "Overweight" rating on 10/02/2025
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 5 analysts offer price targets for $R in the last 6 months, with a median target of $218.0.
Here are some recent targets:
- Ben Mohr from Citigroup set a target price of $218.0 on 12/19/2025
- Christyne McGarvey from Morgan Stanley set a target price of $250.0 on 12/08/2025
- Robert Salmon from Wells Fargo set a target price of $210.0 on 12/05/2025
- Brian Ossenbeck from JP Morgan set a target price of $197.0 on 10/24/2025
- Brandon Oglenski from Barclays set a target price of $220.0 on 10/02/2025
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.
