Ryder Declares Quarterly Dividend and Authorizes Share Repurchase Plan
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 24 2026
0mins
Source: seekingalpha
Ryder System Inc's stock fell 5.01% as it crossed below the 5-day SMA amid a broader market decline, with the Nasdaq-100 down 0.60% and the S&P 500 down 0.68%.
The company declared a quarterly cash dividend of $0.91 per share, marking its 199th consecutive dividend payment, which reflects its robust cash flow and profitability. Additionally, Ryder's Board authorized a new share repurchase plan to buy back up to 2 million shares, indicating confidence in future cash flows and aiming to enhance shareholder value.
These announcements may stabilize investor confidence in Ryder, especially with a forward dividend yield of 1.46%, while the share repurchase plan could further support the stock price in a challenging market environment.
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Analyst Views on R
Wall Street analysts forecast R stock price to fall
7 Analyst Rating
4 Buy
2 Hold
1 Sell
Moderate Buy
Current: 238.450
Low
197.00
Averages
219.00
High
250.00
Current: 238.450
Low
197.00
Averages
219.00
High
250.00
About R
Ryder System, Inc. is a provider of outsourced logistics and transportation services. The Company offers port-to-door solutions that integrate the supply chain, including international inbound flows and cross-border logistics, fleet and transportation management, warehousing, manufacturing support and multichannel final delivery. Its segments include Fleet Management Solutions (FMS), Supply Chain Solutions (SCS) and Dedicated Transportation Solutions (DTS). FMS provides full-service leasing, commercial rental and vehicle maintenance services. SCS provides fully integrated logistics solutions. DTS provides turnkey transportation solutions, including dedicated vehicles, professional drivers, management and administrative support. FMS product offerings include contract terms with full-service leasing, as well as leasing with flexible maintenance options, commercial vehicle rental and maintenance services, digital and technology support services, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ryder System (R.US) Insider Plans to Sell 5.94 Million Shares of Common Stock via Form 144
- Stock Sale Announcement: Ryder System intends to sell 25,000 shares of its common stock on May 5.
- Market Value: The total market value of the shares being sold is approximately $5.94 million.
See More
Ryder Declares Quarterly Dividend of $0.91 per Share
- Quarterly Dividend Announcement: Ryder has declared a quarterly dividend of $0.91 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.46% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Record Date for Shareholders: The dividend will be payable on June 19, with a record date of May 18 and an ex-dividend date also on May 18, providing investors with a clear timeline to participate in the dividend distribution.
- Future Financial Outlook: Ryder projects a comparable EPS of $14.05 to $14.80 for 2026 while maintaining a free cash flow forecast of $700 million to $800 million, demonstrating the company's confidence in future growth prospects.
See More
Ryder Declares 199th Consecutive Quarterly Dividend
- Dividend Streak: Ryder System, Inc. has declared a quarterly cash dividend of $0.91 per share, to be paid on June 19, 2026, marking its 199th consecutive dividend payment, which underscores over 49 years of consistent cash returns, reflecting the company's robust cash flow and profitability.
- Company Overview: As a nearly $13 billion leading provider of logistics and transportation services across the U.S., Canada, and Mexico, Ryder offers a diverse range of solutions including supply chain, dedicated transportation, and fleet management, catering to over 20 industries.
- Service Diversity: Ryder's extensive service portfolio encompasses managed transportation, freight brokerage, full-service fleet leasing and maintenance, and commercial truck rental, managing approximately 240,000 commercial vehicles and operating nearly 800 maintenance locations, showcasing its significant industry footprint.
- Innovation Recognition: Ryder has been consistently recognized for its technology-driven innovation and industry-leading practices in safety, health, and environmental management, recently being named to Fortune's
See More
Ryder Authorizes New Share Repurchase Plan
- Repurchase Plan Authorization: Ryder System's Board of Directors has authorized a new share repurchase plan allowing management to buy back up to 2 million shares from May 1, 2026, to May 1, 2028, aiming to enhance shareholder value and reflect confidence in future cash flows.
- Replacement of Previous Plan: This new repurchase plan replaces a previously authorized plan from 2025 for the same number of shares, which has been largely completed, indicating the company's ongoing optimization and flexibility in capital management.
- Diverse Repurchase Methods: Under the new plan, repurchases will be made using the company's working capital through various methods, including open-market transactions and trading plans established under Rule 10b5-1 of the Securities Exchange Act of 1934, ensuring flexibility and compliance in the repurchase process.
- Market Dependence: Ryder noted that the timing and actual number of shares repurchased will depend on market conditions, legal requirements, and other factors, indicating the company's cautious and flexible approach to executing the repurchase in response to market fluctuations.
See More
Ryder System Exceeds Q1 2026 Earnings Expectations with Strong Used Vehicle Sales
- Performance Exceeds Expectations: Ryder System reported total operating revenue of $2.6 billion in Q1 2026, consistent with the prior year, showcasing strong market performance driven by better-than-expected used vehicle sales that enhanced overall results.
- Cash Flow Growth: Free cash flow increased to $273 million from $259 million year-over-year, reflecting reduced capital expenditures despite rising working capital needs, demonstrating effective cash management by the company.
- Upgraded Earnings Forecast: Management raised the 2026 comparable EPS forecast to a range of $14.05 to $14.80, primarily due to strong first-quarter performance and improved used vehicle market conditions, indicating confidence in future growth.
- Capital Expenditure Plans: The company forecasts approximately $2.4 billion in capital expenditures for 2026, including $1.9 billion in lease spending, highlighting its ongoing investment strategy to expand and update assets to support future business growth.
See More
Ryder (R) Q1 2026 Earnings Call Transcript
See More
Ryder System (R.US) Insider Plans to Sell 5.94 Million Shares of Common Stock via Form 144
- Stock Sale Announcement: Ryder System intends to sell 25,000 shares of its common stock on May 5.
- Market Value: The total market value of the shares being sold is approximately $5.94 million.
See More
Ryder Declares Quarterly Dividend of $0.91 per Share
- Quarterly Dividend Announcement: Ryder has declared a quarterly dividend of $0.91 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 1.46% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Record Date for Shareholders: The dividend will be payable on June 19, with a record date of May 18 and an ex-dividend date also on May 18, providing investors with a clear timeline to participate in the dividend distribution.
- Future Financial Outlook: Ryder projects a comparable EPS of $14.05 to $14.80 for 2026 while maintaining a free cash flow forecast of $700 million to $800 million, demonstrating the company's confidence in future growth prospects.
See More
Ryder Declares 199th Consecutive Quarterly Dividend
- Dividend Streak: Ryder System, Inc. has declared a quarterly cash dividend of $0.91 per share, to be paid on June 19, 2026, marking its 199th consecutive dividend payment, which underscores over 49 years of consistent cash returns, reflecting the company's robust cash flow and profitability.
- Company Overview: As a nearly $13 billion leading provider of logistics and transportation services across the U.S., Canada, and Mexico, Ryder offers a diverse range of solutions including supply chain, dedicated transportation, and fleet management, catering to over 20 industries.
- Service Diversity: Ryder's extensive service portfolio encompasses managed transportation, freight brokerage, full-service fleet leasing and maintenance, and commercial truck rental, managing approximately 240,000 commercial vehicles and operating nearly 800 maintenance locations, showcasing its significant industry footprint.
- Innovation Recognition: Ryder has been consistently recognized for its technology-driven innovation and industry-leading practices in safety, health, and environmental management, recently being named to Fortune's
See More
Ryder Authorizes New Share Repurchase Plan
- Repurchase Plan Authorization: Ryder System's Board of Directors has authorized a new share repurchase plan allowing management to buy back up to 2 million shares from May 1, 2026, to May 1, 2028, aiming to enhance shareholder value and reflect confidence in future cash flows.
- Replacement of Previous Plan: This new repurchase plan replaces a previously authorized plan from 2025 for the same number of shares, which has been largely completed, indicating the company's ongoing optimization and flexibility in capital management.
- Diverse Repurchase Methods: Under the new plan, repurchases will be made using the company's working capital through various methods, including open-market transactions and trading plans established under Rule 10b5-1 of the Securities Exchange Act of 1934, ensuring flexibility and compliance in the repurchase process.
- Market Dependence: Ryder noted that the timing and actual number of shares repurchased will depend on market conditions, legal requirements, and other factors, indicating the company's cautious and flexible approach to executing the repurchase in response to market fluctuations.
See More
Ryder System Exceeds Q1 2026 Earnings Expectations with Strong Used Vehicle Sales
- Performance Exceeds Expectations: Ryder System reported total operating revenue of $2.6 billion in Q1 2026, consistent with the prior year, showcasing strong market performance driven by better-than-expected used vehicle sales that enhanced overall results.
- Cash Flow Growth: Free cash flow increased to $273 million from $259 million year-over-year, reflecting reduced capital expenditures despite rising working capital needs, demonstrating effective cash management by the company.
- Upgraded Earnings Forecast: Management raised the 2026 comparable EPS forecast to a range of $14.05 to $14.80, primarily due to strong first-quarter performance and improved used vehicle market conditions, indicating confidence in future growth.
- Capital Expenditure Plans: The company forecasts approximately $2.4 billion in capital expenditures for 2026, including $1.9 billion in lease spending, highlighting its ongoing investment strategy to expand and update assets to support future business growth.
See More
Ryder (R) Q1 2026 Earnings Call Transcript
See More
