Ryder Debt Rating Upgraded by Moody's to Baa1 | 2026 Analysis - News and Statistics
Moody's Investors Service has upgraded Ryder System Inc.'s corporate debt rating to Baa1 from Baa2, reflecting the company's reduced business model risk and increased reliance on less capital-intensive logistics and dedicated transport operations. The upgrade aligns Ryder's rating with S&P Global's BBB+ assessment. Despite a challenging trucking sector, Moody's anticipates stable revenue, modest margin growth, and robust free cash flow for Ryder in 2026, maintaining a stable outlook as market fundamentals are not expected to worsen.
Moody’s raises Ryder’s debt level that had been in place since COVID
Moody's has upgraded Ryder's company debt rating to Baa1 from Baa2, citing the company's strategic shift to reduce reliance on short-term rentals and used vehicle sales in favor of less capital-intensive logistics and dedicated transport businesses. This upgrade returns Ryder to its pre-pandemic rating level, reflecting its de-risked business model and expected robust free cash flow. The improved rating is anticipated to lead to reduced borrowing costs for Ryder, a positive development for its new CEO, John J. Diez.
Ryder System (R) Valuation Check As Autonomous Truck Pilot Puts Its Logistics Model In The Spotlight
Ryder System (R) has been selected for an autonomous truck pilot in Texas, bringing its logistics model into focus. While the most popular valuation narrative suggests Ryder is 9.4% undervalued with a fair value of $227.22 per share, a discounted cash flow model points to a value of $185.41, implying it might be overvalued. The article highlights the conflicting signals and advises investors to examine the underlying data.
Ryder (R) director takes 138-share RSU grant instead of cash retainer
Ryder System Inc. director Charles M. Swoboda received a grant of 138 restricted stock units (RSU) on April 1, 2026, as part of his compensation, choosing stock over a cash retainer. This grant, made under the company's 2019 Equity and Incentive Compensation Plan, increased his direct holdings to 8,210 shares of Ryder common stock. The transaction was reported in a Form 4 SEC filing, indicating it was an equity grant rather than a market purchase, with a transaction price of $0.00 per share.
International, Ryder and PlusAI partner to test autonomous pilot route in Texas
Ryder System and International Motors, in collaboration with PlusAI, have launched an autonomous pilot program on a 600-mile route between Laredo and Temple, Texas. The program uses an International truck equipped with Plus AI's SuperDrive 6.0 software, operating daily with a supervised human safety driver. Initial results are promising, showing 100% on-time delivery, 92% autonomous route coverage, and improved fuel efficiency, aiming to seamlessly integrate autonomous technology into existing customer operations.
Briefly: International joins with Ryder for autonomous truck pilot program
International Motors and Ryder System have launched a joint autonomous truck pilot program, integrating a factory-built autonomous vehicle into a live freight operation. Ryder is operating a daily 600-mile route between Laredo and Temple, Texas, using an International LT Series truck equipped with advanced sensors and PlusAI software. The pilot aims to validate autonomous technology in long-haul logistics, identify optimal use cases, and gather operational feedback to finalize product features, with initial results showing 100% on-time delivery and 92% autonomous route coverage.
International launches autonomous truck pilot with Ryder
International has launched an autonomous truck pilot with Ryder System, operating a daily 600-mile route between Laredo and Temple, Texas. The pilot uses International's second-generation autonomous tractor with PlusAI's SuperDrive software, supervised by a human safety driver. Early results show a 100% on-time delivery rate and 92% autonomous route coverage, aiming to validate the technology and integrate it into existing logistics networks.
R Stock Down 11.1% in 30 Days: Will the Plunge Last Throughout 2026?
Ryder System's (R) shares have dropped 11.1% in the past 30 days, underperforming its industry and the S&P 500, due to increasing operating costs, weakened liquidity, and rising long-term debt. The company faces financial pressure from rising expenses, a current ratio below one, and increased leverage, contributing to a Zacks Rank #4 (Sell). This financial instability has led to downward revisions in earnings estimates for the current quarter and 2026.
Ryder System Inc Stock: Institutional Adjustments and Steady Logistics Outlook Amid Sector Shifts
Ryder System Inc, a transportation and logistics provider, is undergoing institutional ownership adjustments, with Wedge Capital Management reducing its stake by 9% in Q4 2025. Despite this, analysts maintain a "Moderate Buy" consensus, citing the company's diversified business model and strong dividend policy. The article highlights Ryder's stable cash flows from leasing contracts, its focus on North American supply chains, and its appeal to income-focused investors, while also noting risks like freight market volatility and rising interest rates.
Ryder System Inc Stock: Institutional Adjustments and Steady Logistics Outlook Amid Sector Shifts
Ryder System Inc (NYSE:R) recently saw institutional investor Wedge Capital Management reduce its stake by 9% in Q4 2025, while analysts maintain a Moderate Buy consensus. The company, a key player in North American logistics, operates through Fleet Management, Supply Chain, and Dedicated Transportation Solutions, offering stable revenue through long-term contracts. Ryder's consistent dividend increases, conservative payout ratio, and focus on North American supply chains make it an attractive option for income-focused investors, despite risks from freight market volatility and interest rates.
Ryder System Shares Sold by Wedge Capital Management
Wedge Capital Management L L P NC reduced its stake in Ryder System, Inc. by 9.0% in the fourth quarter of 2025, selling 5,981 shares. The firm now owns 60,561 shares worth approximately $11.6 million, representing about 0.15% of the company's outstanding stock. This transaction reflects a shift in institutional ownership within the transportation and logistics industry.
Ryder System, Inc. $R Shares Sold by Wedge Capital Management L L P NC
Wedge Capital Management L L P NC reduced its stake in Ryder System, Inc. (NYSE:R) by 9% in the fourth quarter, selling 5,981 shares and holding 60,561 shares worth $11.59 million. Despite institutional ownership of 87.47%, Ryder’s Q4 EPS of $3.59 missed consensus, though the company provided optimistic FY2026 guidance. Recent insider sales, including significant transactions by SVP Sanford J. Hodes and COO John J. Diez, also indicate reduced insider ownership.
Vanguard (R) parent reports 0 shares after internal realignment
Vanguard Group has filed an amendment to its Schedule 13G for Ryder System Inc (R), reporting 0 shares beneficially owned. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries and divisions will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing emphasizes that this is an administrative reporting change rather than an economic transfer or sale of shares.
How Ryder System Inc. (R) Affects Rotational Strategy Timing
Stock Traders Daily's AI analysis for Ryder System Inc. (R) indicates a near-term strong sentiment, transitioning to mid-term neutrality and a long-term positive bias. The analysis highlights an exceptional 31.0:1 risk-reward setup, targeting an 8.9% gain with only 0.3% risk. Three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—are outlined based on the AI-generated signals for different risk profiles and holding periods.
List of 15 Acquisitions by Ryder (Apr 2026)
This article details Ryder's acquisition history, noting "15 acquisitions" have been made across two countries and five sectors. The most recent acquisition was Truck Service Depot in January 2026, and the company was most active in 2024 with two acquisitions. The article also provides a chronological list of Ryder's acquisitions with dates and other relevant information.
Ryder System Inc (R) Stock Price Up 4.47% on Mar 24
Shares of Ryder System Inc (R) rose 4.47% on March 24, reaching an intraday high of $207.49 and closing at $207.39. Wall Street analysts forecast an average target price of $228.38, indicating a potential upside of 10.12%, with an average brokerage recommendation of "Outperform." However, GuruFocus estimates a one-year GF Value of $156.83, suggesting a downside of 24.38% from the current price.
Ryder posts Q1 results April 23, with investor webcast at 11 a.m.
Ryder System, Inc. (NYSE: R) announced it would release its first-quarter 2026 financial results on April 23, 2026, at approximately 7:00 a.m. Eastern Time. The company will also host a conference call and live webcast on the same day at 11:00 a.m. Eastern Time to discuss the results. Interested parties can access the webcast and related materials on Ryder’s investor website.
Ryder Recognized With Two Honorees as 2026 "Top Women to Watch in Trucking"
Ryder System, Inc. has announced that two of its leaders, Rhonda McKown and Heike Dasilva, have been recognized as "Top Women to Watch in Trucking" for 2026 by the Women In Trucking Association. This marks the sixth consecutive year Ryder has had honorees on the list. McKown is celebrated for her work in advancing driver-centric safety culture, while Dasilva is recognized for her commercial results and dedication to developing new leaders at Ryder.
Ryder Recognized With Two Honorees as 2026 "Top Women to Watch in Trucking"
Ryder System, Inc. (NYSE: R) announced that two of its leaders, Rhonda McKown and Heike Dasilva, have been recognized as "Top Women to Watch in Trucking" for 2026 by the Women In Trucking Association. This annual award celebrates women for their significant career accomplishments and their efforts to foster inclusion and support other women in the industry. McKown was honored for advancing Ryder's driver-centric safety culture, while Dasilva was recognized for her strong commercial results and commitment to developing future leaders.
Ryder to Release First Quarter 2026 Earnings on April 23, 2026
Ryder System, Inc. (NYSE: R) announced that it will release its first quarter 2026 earnings results on Thursday, April 23, 2026, at approximately 7:00 a.m. Eastern Time. The company will also host a conference call at 11:00 a.m. Eastern Time on the same day, with details provided for live webcast and call-in access. Related materials and the webcast replay will be available on Ryder’s investor website.
Ryder Recognized With Two Honorees as 2026 "Top Women to Watch in Trucking"
Ryder System, Inc. has announced that two of its leaders, Rhonda McKown and Heike Dasilva, have been recognized as 2026 "Top Women to Watch in Trucking" by the Women In Trucking Association. This marks the sixth consecutive year Ryder has had honorees on this list. McKown was lauded for advancing driver-centric safety through innovation, while Dasilva was recognized for her strong commercial results and mentorship in developing future leaders at Ryder.
JPMorgan Chase & Co. Lowers Holdings in Ryder System, Inc. $R
JPMorgan Chase & Co. reduced its stake in Ryder System, Inc. by 11.1% in the third quarter, now holding 0.41% of the company's shares valued at $31.16 million. Despite Ryder missing Q3 earnings and revenue estimates, its management provided optimistic FY2026 EPS guidance, and analysts maintain a "Moderate Buy" rating with a target price of $215.44. Insider selling has occurred, but institutional investors hold a significant portion of the stock.
Surging Tender Rejections and Tightening Truck Capacity Might Change The Case For Investing In Ryder System (R)
A recent report indicates that tender rejection rates for trucking have climbed to nearly 14.3% in early February 2026, signaling tightening truck capacity. This shift could impact Ryder System (R)'s investment narrative by potentially leading to firmer pricing and better utilization, though the company's current guidance already factors in cautious freight assumptions. Investors are encouraged to consider multiple perspectives on Ryder's earnings resilience given its dependence on freight cycle health, its capital needs, and uncertainties around used vehicle pricing.
Gotham Asset Management LLC Grows Position in Ryder System, Inc. $R
Gotham Asset Management LLC increased its stake in Ryder System, Inc. (NYSE:R) by 38.3% in the third quarter, now owning 171,852 shares valued at $32.42 million. Other institutional investors also adjusted their positions, while company insiders like Thomas M. Havens and CEO Robert E. Sanchez sold shares. Ryder System recently reported Q3 earnings per share of $3.59, missing analyst estimates, but announced a quarterly dividend of $0.91 per share.
Ryder System Inc Stock (ISIN: US7835491082) Holds Steady Amid FY 2026 Guidance Reaffirmation
Ryder System Inc stock (ISIN: US7835491082) is demonstrating stability despite institutional adjustments, such as Earnest Partners reducing its stake. The company has reaffirmed its FY 2026 EPS guidance of $13.45-$14.45 and Q1 2026 guidance of $2.10-$2.35, signaling strong confidence in its operational momentum and recovery in the freight market. This position makes Ryder an attractive option for European investors seeking exposure to US logistics and a hedge against European market volatility.
Sei Investments Co. Buys 30,144 Shares of Ryder System, Inc. $R
Sei Investments Co. increased its stake in Ryder System, Inc. by 3.5%, acquiring an additional 30,144 shares to own a total of 883,338 shares, valued at approximately $166.63 million. This comes as analysts have largely issued "Buy" ratings for Ryder, with an average price target of $215.44, despite the company missing recent quarterly EPS and revenue estimates. Ryder has also declared a quarterly dividend of $0.91, amidst some notable insider selling activity.
Ryder CFO to Address J.P. Morgan Industrials Conference
Ryder System, Inc.'s Executive Vice President & CFO, Cristina Gallo-Aquino, is scheduled to present a company update at the 2026 J.P. Morgan Industrials Conference in Washington, D.C. on Tuesday, March 17, 2026, at 12:20 p.m. EST. The presentation will be accessible via a live webcast on Ryder's investor relations website. Ryder is a leading provider of outsourced logistics and transportation services, generating $12.7 billion in revenues in 2025.
Ryder CFO to Address J.P. Morgan Industrials Conference
Ryder System, Inc.'s Executive Vice President and CFO, Cristina Gallo-Aquino, will present a company update at the 2026 J.P. Morgan Industrials Conference in Washington, D.C. The presentation is scheduled for Tuesday, March 17, 2026, at 12:20 p.m. EST, and a live webcast will be available on Ryder's investor relations website. Ryder is a leading provider of outsourced logistics and transportation services across North America, offering a wide range of supply chain, dedicated transportation, and fleet management solutions.
Natixis Advisors LLC Purchases 34,601 Shares of Ryder System, Inc. $R
Natixis Advisors LLC increased its stake in Ryder System, Inc. by 23.6% in the third quarter, acquiring an additional 34,601 shares to bring its total holding to 181,468 shares valued at approximately $34.23 million. This increase occurred despite significant insider selling totaling $28.23 million over the past three months and a recent earnings miss. Ryder System maintains a "Moderate Buy" consensus rating with a target price of $215.44, and has declared a quarterly dividend of $0.91 per share.
Here's Why Investors Should Give Ryder System Stock a Miss Now
Ryder System (R) is currently facing significant financial challenges due to increased operating expenses and weak liquidity, making it an unattractive investment option. The company's earnings estimates have been revised downward, and its stock price has underperformed the industry. This has resulted in a Zacks Rank #4 (Sell) for Ryder.
Fieldview Capital Management LLC Acquires 18,109 Shares in Ryder System, Inc.
Fieldview Capital Management LLC has acquired 18,109 shares in Ryder System, Inc. during the third quarter, valued at approximately $3.4 million. This move reflects continued institutional investor interest in Ryder System, a key player in the transportation and logistics industry. Other hedge funds like Allianz Asset Management GmbH and Thrivent Financial have also increased their positions in the company.
18,109 Shares in Ryder System, Inc. $R Purchased by Fieldview Capital Management LLC
Fieldview Capital Management LLC acquired 18,109 shares of Ryder System, Inc. (NYSE:R) during the third quarter, valued at approximately $3.42 million. This comes amidst other institutional investors also increasing their holdings, bringing total institutional ownership to 87.47%. However, notable insider selling by Director E. Follin Smith and CEO Robert E. Sanchez was reported, with over 130,000 shares sold in the last 90 days.
First Trust Advisors LP Sells 206,018 Shares of Ryder System, Inc. $R
First Trust Advisors LP reduced its stake in Ryder System, Inc. (NYSE:R) by 26% in the third quarter, selling 206,018 shares and retaining 587,509 shares valued at $110.8 million. Despite mixed quarterly results, Ryder provided positive FY2026 guidance, and most analysts maintain a "Moderate Buy" rating with an average target price of $215.44. The article also highlights recent insider selling activities and other institutional investor movements.
Victory Capital Management Inc. Sells 13,143 Shares of Ryder System, Inc. $R
Victory Capital Management Inc. reduced its stake in Ryder System, Inc. by 4.2% in the third quarter of 2025, selling 13,143 shares and now owning 301,710 shares valued at approximately $56.9 million. This move comes amidst significant insider selling, including CEO Robert E. Sanchez offloading over 41,000 shares, while analysts have become more bullish, raising price targets and assigning a "Moderate Buy" consensus rating for Ryder System. The company recently announced a quarterly dividend and provided FY 2026 EPS guidance after slightly missing revenue and EPS estimates for the latest quarter.
Ryder Appoints Senaratna and Hill to Canada Posts
Ryder System Inc. has announced the appointments of Michael Senaratna as vice president of supply chain solutions and Doug Hill as vice president of operations for Ryder Canada. Both will report to General Manager and Vice President of Ryder Canada, Pete Dalmazzi. Senaratna will lead supply chain solutions, while Hill will lead fleet management solutions, bringing his prior experience as VP of operations for Ryder's Ontario business.
Ryder System Reports 4th Quarter And 2002 Results
Ryder System Inc. reported a significant increase in net earnings for the fourth quarter of 2002, reaching $32.4 million compared to $0.2 million in the same period of 2001. This improvement, despite slow economic conditions, was attributed to a streamlined structure and operational efficiency, with a modest 1% revenue increase for the quarter primarily driven by higher fuel prices and increased freight management within its Supply Chain Solutions segment. Full-year 2002 earnings also saw a substantial rise to $112.6 million before goodwill accounting changes, up from $18.7 million in 2001, even as overall revenue decreased by 5%.
Ryder Systems Reports Earnings Up 20%
Ryder System Inc. reported a 20% increase in earnings for the quarter ended Sept. 30, 2003, reaching $40.5 million, up from $33.8 million in the previous year. Despite a slight decrease in revenue to $1.19 billion, the company achieved its sixth consecutive quarter of improved year-over-year net earnings, largely driven by its Supply Chain Solutions operations. The impact of soft economic conditions and increased pension expenses were noted but were offset by higher fuel revenue and improvements in commercial rental.
Ryder Opens RFID Lab to Test Tags, Software, Systems
Ryder System Inc. has opened a new radio frequency identification (RFID) technology test lab in its Dallas/Fort Worth facility. This lab will be used to test various RFID hardware, software, tag placements, and integration with warehouse and transportation management systems. The initiative aims to enhance real-time product visibility, demand planning, and inventory management for cost savings and improved service.
Ryder Systems Fourth Quarter Earnings Up 11%
Ryder System Inc. announced an 11% increase in fourth-quarter 2005 earnings from continuing operations, reaching $59.5 million. All business segments reported improved results, contributing to a 13% rise in revenue to $1.54 billion. CEO Greg Swienton noted consistent performance across all segments, marking the second consecutive quarter of simultaneous earnings and revenue growth.
Ryder Gets Contract from Noveon
Ryder System Inc. has secured a multi-year transportation management contract with Noveon Inc., a specialty chemicals producer. Under the agreement, Ryder will develop and manage a Web-enabled transportation, carrier, and procurement solution, along with providing on-site management, logistics, and freight auditing for Noveon's North American operations. Noveon expects this partnership to optimize transport lanes, reduce costs, and leverage Ryder's industry purchasing power.
Ryder Honors Top Carriers of the Year
Ryder System Inc. has announced the recipients of its 2005 Ryder Carrier Quality Award, recognizing excellence in various metrics such as on-time performance, customer service, and innovation. The award highlights carriers that effectively support Ryder's transportation and supply chain solutions. The list includes both regional and national carriers across different transportation modes, demonstrating their commitment to efficient operations.
Ryder System, Inc. (NYSE:R) Given Average Recommendation of "Moderate Buy" by Brokerages
Ryder System, Inc. (NYSE:R) has received a consensus "Moderate Buy" rating from analysts, with an average 1-year price target of $215.44, despite missing Q4 earnings estimates. The company declared a quarterly dividend of $0.91, equating to an annual yield of 1.7%, and institutional investors hold a significant 87.5% stake. However, insiders have recently sold over $28 million worth of shares.
Ryder Stock Up 35% in 12 Months, so Why Did One Fund Exit a $63.2 Million Stake?
HG Vora Capital Management fully divested its $63.19 million stake in Ryder System, selling 335,000 shares despite the stock's 35% increase over the past year. The fund's exit, which reduced Ryder's position from 8.6% of its AUM to zero, suggests a possible decision to take profits after a period of strong performance and amid normalizing freight markets. Ryder System, a leading transportation and logistics provider, reported solid financial results and positive guidance, but the fund's move raises questions about the stock's future given concerns about cyclicality.
The Scully Companies, Inc. to be Acquired by Ryder System
Ryder System, Inc. has agreed to acquire the full service lease, contract maintenance, commercial rental, and dedicated contract carriage businesses of The Scully Companies, Inc. This acquisition, expected to close in late January, will significantly expand Ryder's presence in Fleet Management Solutions in Western states and grow its customer base in the retail vertical for Dedicated Contract Carriage services. Scully's President, Stephen Scully, stated that Ryder was personally selected as the acquiring company due to its standing as a world-class organization.
American Century Companies Inc. Has $163.68 Million Holdings in Ryder System, Inc. $R
American Century Companies Inc. increased its stake in Ryder System, Inc. by 1.1% in the third quarter, bringing its total holdings to 867,658 shares valued at $163.68 million. This increase occurred despite Ryder missing Q3 earnings and revenue expectations, though the company provided positive FY2026 guidance. Institutional investors own a significant portion of Ryder, while company insiders have been net sellers, and the company recently declared a quarterly dividend of $0.91.
American Century Companies Increases Stake in Ryder System
American Century Companies Inc. has increased its stake in Ryder System, Inc. by 1.1% in the third quarter of 2025, bringing its total ownership to 867,658 shares valued at approximately $163.68 million. This move signals the investment firm's confidence in Ryder System's long-term growth potential as the transportation industry recovers from pandemic disruptions. Ryder System is a key player in transportation and logistics, providing various commercial vehicle services.
Ryder System, Inc. $R Shares Sold by HighTower Advisors LLC
HighTower Advisors LLC reduced its stake in Ryder System, Inc. by 37% during the third quarter, while other institutional investors increased their positions, maintaining high institutional ownership. Analysts generally hold a "Moderate Buy" rating for Ryder, with several firms raising price targets. Despite slightly missing quarterly earnings and revenue estimates, Ryder issued strong FY2026 guidance, though insiders have been selling shares, and the company announced a quarterly dividend.
Ryder System (NYSE: R) COO exercises options and sells common shares
Ryder System's President and COO, John J. Diez, recently executed several equity transactions. He exercised stock options for 24,190 common shares at $76.49 per share, subsequently selling 14,558 shares at $222.70 to cover taxes or exercise costs, and an additional 9,632 shares at $222.20 in an open-market sale. Following these transactions, Diez directly owns 183,810 common shares of Ryder System.
Ryder System COO Diez sells $2.14 million in stock
Ryder System's President and COO, John J. Diez, sold 9,632 shares of common stock for $2.14 million on February 25, 2026, and also exercised options to acquire 24,190 shares before selling 14,558 of them to cover tax obligations. Following these transactions, Diez directly owns 183,810 shares. The company recently reported Q4 2025 EPS of $3.59, beating forecasts, though revenue slightly missed expectations.
Ryder System COO Diez sells $2.14 million in stock
Ryder System's President and COO, John J. Diez, sold 9,632 shares of common stock for $2.14 million. This transaction occurred after he exercised options to acquire 24,190 shares and then disposed of 14,558 shares to cover tax obligations. Despite the insider sale, Ryder System has shown strong returns, gaining almost 40% over the past year, though InvestingPro analysis suggests the stock is currently overvalued.
