Ryder System: Potential Dividend Run Alert

Ryder System, Inc. (NYSE: R) is set to experience a potential dividend run, a concept where a stock price is expected to rise before its ex-dividend date due to the anticipation of receiving the upcoming dividend. This phenomenon occurs because a buyer is entitled to the dividend before the ex-dividend date but not after. As a result, the stock price is expected to drop by the dividend amount on the ex-date, and therefore, should rise before the dividend payment to compensate for the expected drop.

Ryder System, Inc. (NYSE: R) is poised to experience a potential dividend run ahead of its upcoming ex-dividend date. This phenomenon occurs when investors anticipate a rise in the stock price before the ex-dividend date, as they will be entitled to the dividend but not after the ex-date. The stock price is expected to drop by the dividend amount on the ex-date, hence a rise before the dividend payment compensates for the expected drop.

On August 19, 2025, Ryder System will pay a quarterly dividend of $0.91 per share [2]. This represents a $3.64 dividend on an annualized basis and a yield of 2.1% [2]. The ex-dividend date is August 18, 2025. Investors must purchase shares before this date to receive the dividend.

The company's recent financial performance indicates a strong foundation for this dividend. Ryder System reported $3.32 earnings per share (EPS) for the quarter ending July 24, 2025, beating the consensus estimate of $3.11 by $0.21 [2]. The company's revenue for the quarter was $3.19 billion, up 0.2% compared to the same quarter last year [2].

Several institutional investors have increased their holdings in Ryder System. Mackenzie Financial Corp grew its holdings by 12.5% in the first quarter, owning 18,385 shares as of its most recent filing [1]. LPL Financial LLC, JPMorgan Chase & Co., and Pictet Asset Management Holding SA also boosted their positions in the last quarter [1]. Institutional investors own 87.47% of the company's stock [1].

Wall Street analysts have generally maintained a positive outlook on Ryder System. Baird, Stephens, Robert W. Baird, Morgan Stanley, and JPMorgan Chase & Co. have raised their target prices on the stock [2]. Three research analysts have rated the stock with a hold rating, six with a buy rating, and one with a strong buy rating, resulting in a consensus rating of "Moderate Buy" with a consensus target price of $186.50 [2].

In summary, Ryder System, Inc. is well-positioned to experience a dividend run ahead of its ex-dividend date. The company's strong financial performance, increasing institutional ownership, and positive analyst ratings suggest that investors may anticipate a rise in the stock price before the ex-dividend date.

References:
[1] https://www.tradingview.com/news/tradingview:89dd239963f8c:0-ryder-system-director-sells-over-1-million-in-company-stock/
[2] https://www.marketbeat.com/instant-alerts/filing-mackenzie-financial-corp-acquires-2039-shares-of-ryder-system-inc-nyser-2025-08-03/