Ryder
About: Ryder System Inc operates in three business segments: (1) Fleet Management Solutions which provides full-service leasing and leasing with flexible maintenance options, commercial rental and maintenance services of trucks, tractors and trailers to customers; (2) Supply Chain Solutions (SCS), which provides integrated logistics solutions, including distribution management, dedicated transportation, transportation management, brokerage, e-commerce, last mile, and professional services; and (3) Dedicated Transportation Solutions (DTS), which provides turnkey transportation solutions in the U.S., including dedicated vehicles, professional drivers, management, and administrative support.
Employees: 78,800
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
119% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 32
85% more call options, than puts
Call options by funds: $24M | Put options by funds: $13M
14% more capital invested
Capital invested by funds: $5.36B [Q3] → $6.13B (+$766M) [Q4]
9.52% more ownership
Funds ownership: 83.92% [Q3] → 93.43% (+9.52%) [Q4]
8% more funds holding
Funds holding: 396 [Q3] → 426 (+30) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 152
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JP Morgan Brian Ossenbeck 41% 1-year accuracy 16 / 39 met price target | 5%upside $174 | Neutral Maintained | 13 Feb 2025 |
Goldman Sachs Jordan Alliger 60% 1-year accuracy 9 / 15 met price target | 11%upside $183 | Buy Maintained | 12 Dec 2024 |
Financial journalist opinion
Based on 13 articles about R published over the past 30 days
