R
RYDER SYSTEM INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 18 to Feb 25 5 days of insider sells: $24.1M by 6 insiders, avg $222.05
- R Apr 23 Ryder reported solid Q1 2026 results with GAAP EPS of $2.34 and comp…
- S May 4 1 insider sell $169.8K at $235.79
- S May 28 to May 29 2 days of insider sells: $1.4M by 2 insiders, avg $250.07
- I Jun 30 6 funds open new positions (13F)
- A Oct 8 Citigroup upgrades
- E Oct 22 Earnings: R Q3 2026 Earnings: EPS $4.33 (+2.2% vs est)
- R Oct 22 Ryder reported Q3 2026 comparable EPS of $4.33, a 1.8% beat vs conse…
Signal stack
Where each data set points today.
- InsidersBEARISH
8 insiders sold $25.6M.
- InstitutionsBULLISH
Q2 2026: 49 added (6 new), 19 trimmed or exited. Largest new: Qube Research & Technologies $55.6M, Marshall Wace $24.0M.
- AnalystsBULLISH
12 of 18 rate it Buy or better. Median target $305.00 (+7%).
- Short sellersSTEADY
Short interest +7.7% to 884.2K shares. 3.4 days to cover, ≈2.3% of shares.
- TrendUPTREND
17% above its 50-day average. New closing high $285.07 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | $228.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $228.3M |
| Orbis Allan Gray Ltd | TRIM | $81.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | $65.5M |
| Bahl & Gaynor LLC | ADD | $64.7M |
| Qube Research & Technologies Ltd | NEW | $55.6M |
| ROYAL BANK OF CANADA | DOUBLED | $47.5M |
| UBS Group AG | TRIM | $45.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
18 analystsPrice is inside the target range. Median implies +7%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Citigroup MAINTAIN | Buy |
| Oct 23, 2026 | JP Morgan MAINTAIN | Overweight |
| Oct 23, 2026 | Wells Fargo MAINTAIN | Overweight |
| Oct 23, 2026 | Barclays MAINTAIN | Overweight |
| Oct 23, 2026 | Stephens & Co. MAINTAIN | Overweight |
| Oct 8, 2026 | Citigroup UPGRADE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | SWOBODA CHARLES M Director | AWARD | 124 sh |
| Aug 28, 2026 | Fatovic Robert D EVP, CLO & Corp. Secretary | GIFT | 403 sh |
| Aug 17, 2026 | Fatovic Robert D EVP, CLO & Corp. Secretary | PLAN TRADE | $1.7M |
| Jul 1, 2026 | SWOBODA CHARLES M Director | AWARD | 108 sh |
| May 29, 2026 | Fatovic Robert D EVP, CLO & Corp. Secretary | SELL | $1.2M |
| May 28, 2026 | HODES SANFORD J. SVP, C Procur Of, Corp Dev Of | SELL | $149.9K |
| May 27, 2026 | HODES SANFORD J. SVP, C Procur Of, Corp Dev Of | GIFT | 411 sh |
| May 4, 2026 | Nieto Luis P Jr Director | SELL | $169.8K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 4 bullish · 0 bearish · 4 neutral- BULLISH 8-KOct 22, 2026
Ryder reported Q3 2026 comparable EPS of $4.33, a 1.8% beat vs consensus of $4.25, and total…
The raised FY guidance and improving freight cycle signals accelerating earnings momentum into Q4. Watch for continued used vehicle pricing strength and rental demand as key drivers for 2027, with…
- BULLISH 8-KJul 23, 2026
Ryder System reported Q2 2026 comparable EPS of $3.73, a 1% beat vs consensus of $3.69, and total…
The modest beat and guidance raise, combined with improving used vehicle pricing and rental utilization, support a positive near-term outlook. Watch for freight cycle recovery to lift SCS and DTS…
- NEUTRAL CLUSTERJun 1, 2026
Two Ryder insiders sold a total of ~$1.4M in open-market sales over three days, led by the EVP &…
Insider sales are trivial relative to market cap and lack C-suite participation. No bearish signal. Monitor upcoming quarterly earnings for any fundamental changes, but this cluster alone does not…
- NEUTRAL COURT-RULINGMay 14, 2026
The Appellate Division of the New York Supreme Court issued a ruling in *Cha v. Ryder Truck…
This is a routine appellate ruling in a single personal injury case. No material financial impact is expected. Monitor for any subsequent disclosures in Ryder's quarterly filings if the case…
All R filing & press-release reports (8)
- 8-K reportOct 22, 2026
- 8-K reportJul 23, 2026
- CLUSTER reportJun 1, 2026
- COURT-RULING reportApr 27, 2026
- COURT-RULING reportMay 14, 2026
- DEFA14A reportApr 28, 2026
- 8-K reportApr 23, 2026
- DEFA14A reportMar 11, 2026