Ryder System Director Follin Smith Sells 6,023 Shares for $1.07M Amid Analyst Price Target Increases

Ryder System Director Follin Smith has sold 6,023 shares of the company's stock, totaling $1,071,216. Analysts have increased their price targets following the company's strong Q2 2025 earnings report. The company's robust performance, strategic initiatives, and strong balance sheet support its growth prospects. Ryder remains optimistic despite challenges in the used vehicle sales market and freight market downturn.

Ryder System Inc. (R) has seen significant movements in its stock following the strong second-quarter (Q2) 2025 earnings report and a recent stock sale by a company director. Smith E. Follin, a Director at Ryder System, sold 6,023 shares of common stock across two transactions on July 30 and July 31, 2025, for a total sale amount of $1,071,216 [1]. The sales were made at weighted average prices of $180.00 and $177.66 per share, respectively. Following these transactions, Follin directly owns 33,779 shares of Ryder System.

The company's Q2 adjusted earnings per share (EPS) of $3.32 exceeded both Stephens’ estimate of $3.20 and the consensus estimate of $3.11. Stephens, a leading financial services firm, raised its price target for Ryder Systems to $190.00 from $150.00 while maintaining an Equal Weight rating [2]. The stock, which has delivered a 37.55% return over the past year and currently trades near its 52-week high of $184.76, appears overvalued according to InvestingPro’s Fair Value model.

Ryder's financial health is mixed, with consistent revenue growth and expanding operating margins, but a high debt-to-equity ratio and low interest coverage ratio. The company's valuation metrics suggest the stock may be overvalued relative to its historical range. Despite the positive earnings report, the company’s valuation metrics and financial health indicate a need for careful consideration before investment.

Ryder Systems reported adjusted earnings per share of $3.32 for the second quarter of 2025, exceeding both Stephens’ estimate of $3.20 and the consensus estimate of $3.11. The company also updated its full-year 2025 guidance to a range of $12.85-$13.30 per share, narrowing from its previous range of $12.85-$13.60. Despite the lowered upper end, the midpoint of the new guidance remains above the pre-earnings consensus estimate of $12.90 [2].

The company’s strong financial health is evident in its perfect Piotroski Score of 9, according to InvestingPro data. However, the financial health is mixed, with consistent revenue growth and expanding operating margins, but a high debt-to-equity ratio and low interest coverage ratio. The company’s valuation metrics suggest the stock may be overvalued relative to its historical range.

Ryder Systems beat bottom-line estimates across all three business segments, with Supply Chain Solutions (SCS) reporting the strongest performance. However, the company reported losses on vehicle sales as it continues wholesaling aging vehicles amid declining used values. Management expects to return to gains in the third quarter, though some wholesaling activity will linger, according to Stephens [2].

The company’s stock price movement following the earnings report suggests favorable investor sentiment, as it rose by 1.83% to $172.82 after the announcement [2]. Despite the positive earnings report, the company’s valuation metrics and financial health indicate a need for careful consideration before investment.

References:
[1] https://www.tradingview.com/news/tradingview:89dd239963f8c:0-ryder-system-director-sells-over-1-million-in-company-stock/
[2] https://www.ainvest.com/news/ryder-q2-earnings-beat-expectations-stephens-raises-price-target-190-2507/