RYDER SYSTEM INC
In the published model solve dated 2026-Q2, anchored at $254.29, RYDER SYSTEM INC (R) is priced for +9.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
Ryder is a leasing and logistics business, so the right way to read it is by segment, not as one number. The price implies the supply-chain segment growing operating profit about 11% a year for five years, which the model flags as within range historically, though that segment's profit is currently falling. The balance sheet looks alarming until you understand the model. Net debt sits near $9.4 billion against trailing operating income near $626 million, but that debt funds the leased truck fle
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510 institutional managers reported holding R in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 49%. 72 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
R has cut its share count 25.1% over the past five years, spending $1.97B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 15 years straight; the current rate is $3.44 a share annually. Cash returned over the past three years: $384.00M in dividends and $1.28B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at R over the trailing three years. Absence is a fact about the company, not a signal. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
R's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | +8.4% | +7.1% |
| 2023-10-26 | -4.9% | +23.6% |
| 2024-02-21 | -7.6% | +10.1% |
| 2024-04-24 | +12.1% | +0.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
R's latest 8-K filings: 2026-07-23 (items 2.02, 7.01, 9.01); 2026-05-04 (items 5.07); 2026-04-23 (items 2.02, 7.01, 9.01); 2026-02-11 (items 2.02, 7.01, 9.01); 2026-01-23 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.