Ryder System (R)
Runs leased fleets, dedicated transportation, and port-to-door supply chains across North America.
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Combines commercial-vehicle leasing and maintenance with dedicated fleets, professional drivers, warehousing, fulfillment, and transportation management. Operations center on North America, with contracted logistics built around an asset-intensive fleet base.
Organizes commercial transportation through three segments. Fleet Management Solutions leases, rents, and maintains commercial vehicles; Dedicated Transportation Solutions combines vehicles, drivers, and technology to operate private fleets; Supply Chain Solutions covers warehousing, transportation logistics, fulfillment, contract packaging and manufacturing, and last-mile delivery.
Concentrates outsourced logistics and transportation operations in North America. The operating model links vehicle ownership and preventive maintenance with professional drivers, facilities, inventory movement, and coordinated transport, extending a fleet-services base into port-to-door supply chains.
Depends on vehicle ownership and residual-value management in Fleet Management Solutions, the availability of professional drivers and technicians, customer demand for outsourcing, and consistent execution of contracted transportation and warehouse services. Freight-market cycles also shape operating conditions.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 29, 2026 | Barclays | Reiterate | Rating: —Target: $290 | Target: $300 |
| Jul 24, 2026 | Morgan Stanley | Target | Target: $280 | Target: $320 |
| Jul 24, 2026 | Susquehanna | Reiterate | Rating: —Target: $250 | Target: $310 |
| Jul 24, 2026 | Wells Fargo | Reiterate | Rating: —Target: $290 | Target: $300 |
| Jul 15, 2026 | Citigroup | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $219.0M · Total debt $8.45B · Total assets $16.09B · Shareholders' equity $2.88B
- Revenue
- $3.35B
- Operating income
- $133.0M
- Net income
- $133.0M
HistoryDividendAnnual yield
| Institutions | ≈ 90.24% | 34.61M shares | |
|---|---|---|---|
| 592 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.45% | 1.32M shares | |
| 24 holders · as of Sep 1, 2026 | |||
| Other | ≈ 6.31% | 2.42M shares | |
| remainder | |||
38.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.49% | 4.02M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.88% | 2.64M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.63% | 1.78M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.39% | 1.68M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.18% | 1.60M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | Robert D. Fatovic | officer: EVP, CLO & Corp. Secretary | −5,000 | $249.85 |
| May 28, 2026 | Sanford J. Hodes | officer: SVP, C Procur Of, Corp Dev Of | −595 | $251.95 |
| May 4, 2026 | Luis P. Jr Nieto | director | −720 | $235.79 |
| Feb 24, 2026 | Robert E. Sanchez | director, officer: Chair and CEO | −41,779 | $223.30 |
| Feb 25, 2026 | John J. Diez | officer: President and COO | −9,632 | $222.20 |
- J.B. Hunt
Large overlap in dedicated fleets, brokerage, and final mile
- GXO Logistics
Scaled contract-logistics overlap in warehousing and fulfillment
- Schneider National
Dedicated transportation and logistics overlap across North America
- C.H. Robinson Worldwide
Freight brokerage and managed-transportation platform overlap
- PACCAR
PacLease overlaps commercial truck leasing, rental, and maintenance
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ryder System | $236.50 | −0.10% | $9.09B | 19.2 | 14.5 | 0.7 | +5.0% |
| J.B. Hunt | $237.41 | +0.01% | $22.18B | 33.5 | 27.6 | 1.7 | +19.4% |
| GXO Logistics | $45.74 | −0.07% | $5.22B | 40.0 | 13.8 | 0.4 | +4.3% |
| Schneider National | $32.50 | +0.03% | $5.66B | 50.5 | 24.2 | 1.0 | +10.4% |
| C.H. Robinson Worldwide | $149.56 | +0.04% | $18.02B | 29.2 | 21.7 | 1.1 | +19.3% |
| PACCAR | $113.90 | 0.00% | $60.39B | 24.1 | 17.2 | 2.2 | −6.8% |
| Median | 33.5 | 21.7 | 1.1 | +10.4% |