Ryder System (R)

3241290 Nova Scotia Company • Associated Ryder Capital Services, Inc. • Bedford Leasing, LLC • Bedford Logistics, LLC • Bedford Motor Service, LLC • Bullwell Trailer Solutions Limited • COOP Technologies, Inc. • CRTS Logistica Automotiva S.A. • DSJ Acquisition, LLC • DSJ West, LLC ...

IRS number

590739250

R stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$163.50

Low target

$144.00

High target

$183.00

Latest filings (excl ownership)

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8-K

Departure of Directors or Certain Officers

16 Dec 24

424B3

Prospectus supplement

28 Oct 24

424B3

Prospectus supplement

24 Oct 24

Ryder Reports Third Quarter 2024 Results

24 Oct 24

8-K

Amendments to Articles of Incorporation or Bylaws

11 Oct 24

424B3

Prospectus supplement

1 Aug 24

424B3

Prospectus supplement

29 Jul 24

424B3

Prospectus supplement

25 Jul 24

Transcripts

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Earnings call transcript

2024 Q3

24 Oct 24

Earnings call transcript

2024 Q2

25 Jul 24

Earnings call transcript

2024 Q1

23 Apr 24

Earnings call transcript

2023 Q4

14 Feb 24

Earnings call transcript

2023 Q3

25 Oct 23

Earnings call transcript

2023 Q2

26 Jul 23

Earnings call transcript

2023 Q2

26 Jul 23

Earnings call transcript

2023 Q1

26 Apr 23

Earnings call transcript

2022 Q4

15 Feb 23

Earnings call transcript

2022 Q3

26 Oct 22

Latest ownership filings

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Notice of proposed sale of securities

29 Nov 24

SC 13G/A

HG Vora Capital Management, LLC

Notice of proposed sale of securities

Notice of proposed sale of securities

6 Nov 24

CHARLES M SWOBODA

3 Oct 24

Financial summary

Financial statements Chart R financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	162.00 mm	162.00 mm	162.00 mm	162.00 mm	162.00 mm	162.00 mm
Cash burn (monthly)	666.67 k	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	1.86 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	160.14 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	240.2	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

R institutional ownership history Ownership history

82.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	399	387	+3.1%
Opened positions	64	49	+30.6%
Closed positions	52	28	+85.7%
Increased positions	113	133	-15.0%
Reduced positions	148	132	+12.1%

13F shares	Current	Prev Q	Change
Total value	5.03 tn	4.36 tn	+15.3%
Total shares	36.62 mm	37.95 mm	-3.5%
Total puts	313.20 k	191.60 k	+63.5%
Total calls	220.20 k	110.50 k	+99.3%
Total put/call ratio	1.4	1.7	-18.0%

Largest owners	Shares	Value	Change
Vanguard	5.06 mm	$737.97 bn	-1.4%
BLK BlackRock	4.21 mm	$613.66 bn	NEW
Wellington Management	3.12 mm	$455.14 bn	-14.6%
Earnest Partners	1.86 mm	$271.16 bn	-2.9%
Dimensional Fund Advisors	1.72 mm	$250.98 bn	-0.0%
HG Vora Capital Management	1.65 mm	$240.57 bn	-24.1%
LSV Asset Management	1.49 mm	$216.95 mm	-5.5%
STT State Street	1.47 mm	$213.96 bn	+0.0%
BAC Bank of America	929.88 k	$135.58 bn	+1.5%
SEIC SEI Investments	842.98 k	$122.91 bn	-0.5%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-4.24 mm	EXIT
BLK BlackRock	4.21 mm	+4.21 mm	NEW
Wellington Management	3.12 mm	-532.54 k	-14.6%
HG Vora Capital Management	1.65 mm	-525.00 k	-24.1%
Norges Bank	0.00	-424.22 k	EXIT
Jacobs Levy Equity Management	425.61 k	+289.39 k	+212.4%
FMR	781.52 k	+281.05 k	+56.2%
Orbis Allan Gray	258.16 k	+258.16 k	NEW
LSV Asset Management	1.49 mm	-87.02 k	-5.5%
Jane Street	23.41 k	-76.72 k	-76.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

R insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
13 Dec 24	Swoboda Charles M	common stock	Grant	Acquire A	No	No	0	6	0.00	5,861
13 Dec 24	Nord David G	common stock	Grant	Acquire A	No	No	0	6	0.00	31,270
29 Nov 24	Robert D Fatovic	common stock	Sell	Dispose S	No	No	169.57	400	67.83 k	66,698
29 Nov 24	Robert D Fatovic	common stock	Sell	Dispose S	No	No	169.09	12,100	2.05 mm	66,512
29 Nov 24	Robert D Fatovic	common stock	Option exercise	Acquire M	No	No	55.32	12,500	691.50 k	78,612
29 Nov 24	Robert D Fatovic	Stock Option common stock	Option exercise	Dispose M	No	No	55.32	12,500	691.50 k	13,045
12 Nov 24	Steve W. Martin	common stock	Sell	Dispose S	No	No	164.53	10,586	1.74 mm	22,696
6 Nov 24	Thomas M. Havens	common stock	Sell	Dispose S	No	No	157.92	300	47.38 k	20,504
6 Nov 24	Thomas M. Havens	common stock	Sell	Dispose S	No	No	157.4	3,700	582.38 k	20,701