RNYSEServices-Auto Rental & Leasing (No Drivers)Fiscal year ends December 31
RYDER SYSTEM INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$236.04−2.35 (-0.99%)
Close on Oct 19, 2026
- Market cap
- $9.18B
- P/E (TTM)
- 19.2
- Dividend yield
- 1.46%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.0%
35M of 38M shares
Institutional holders
578
100 new, 42 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 37 sales
Net sold $41.20M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,437,196 | 10.10% | 13G (passive) amendment | Feb 29, 2024 |
| Wellington Management Group LLP | 2,984,836 | 7.20% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,766,603 | 7.01% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,981,427 | 5.12% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of R | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,021,493 | 10.49% | $1.06B | −18,020 | 0.02% |
| Vanguard Portfolio Management LLC | 2,637,165 | 6.88% | $695.61M | −108,552 | 0.03% |
| State Street Corp | 1,777,354 | 4.63% | $468.81M | −78,507 | 0.01% |
| Vanguard Capital Management LLC | 1,682,198 | 4.39% | $443.71M | +43,024 | 0.01% |
| Dimensional Fund Advisors LP | 1,604,783 | 4.18% | $423.30M | −17,164 | 0.08% |
| Earnest Partners LLC | 1,479,457 | 3.86% | $390.24M | −39,982 | 1.41% |
| Lsv Asset Management | 1,124,337 | 2.93% | $296.57K | −141,394 | 0.54% |
| Wellington Management Group Llp | 867,346 | 2.26% | $228.78M | −871,479 | 0.04% |
| Goldman Sachs Group Inc | 865,547 | 2.26% | $228.31M | +489,410 | 0.02% |
| American Century Companies Inc | 858,989 | 2.24% | $226.58M | −40,236 | 0.10% |
| First Trust Advisors LP | 793,162 | 2.07% | $209.21M | −217,158 | 0.12% |
| Bank Of America Corp /De/ | 787,388 | 2.05% | $207.69M | +3,880 | 0.01% |
| Geode Capital Management, LLC | 731,661 | 1.91% | $193.04M | −13,235 | 0.01% |
| Sei Investments Co | 711,178 | 1.85% | $187.59M | −2,439 | 0.17% |
| Fuller & Thaler Asset Management, Inc. | 679,311 | 1.77% | $179.18M | −76,144 | 0.49% |
| Norges Bank | 621,123 | 1.62% | $163.83M | New | 0.02% |
| Morgan Stanley | 593,306 | 1.55% | $156.50M | +39,474 | 0.01% |
| Aqr Capital Management LLC | 525,852 | 1.37% | $138.70M | −206,246 | 0.05% |
| Bank of New York Mellon Corp | 516,813 | 1.35% | $136.32M | −10,636 | 0.02% |
| Charles Schwab Investment Management Inc | 462,366 | 1.21% | $121.96M | −12,776 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 578 | 35M | 91.0% | 100 / 207 | 179 / 42 | 4M | 4M |
| Q1 2026 | 528 | 35M | 91.7% | 83 / 195 | 161 / 55 | 7M | 4M |
| Q4 2025 | 508 | 37M | 95.7% | 88 / 146 | 189 / 45 | 3M | 3M |
| Q3 2025 | 474 | 37M | 95.2% | 76 / 148 | 161 / 34 | 2M | 4M |
| Q2 2025 | 437 | 38M | 98.9% | 60 / 159 | 146 / 43 | 2M | 2M |
| Q1 2025 | 427 | 38M | 97.9% | 41 / 153 | 160 / 53 | 2M | 3M |
| Q4 2024 | 442 | 38M | 98.6% | 76 / 141 | 155 / 32 | 3M | 2M |
| Q3 2024 | 401 | 37M | 97.2% | 64 / 115 | 151 / 46 | 6M | 3M |
| Q2 2024 | 386 | 38M | 99.6% | 51 / 134 | 134 / 23 | 1M | 3M |
| Q1 2024 | 360 | 40M | 100.0% | 35 / 134 | 125 / 47 | 2M | 2M |
| Q4 2023 | 373 | 39M | 100.0% | 54 / 106 | 153 / 24 | 3M | 3M |
| Q3 2023 | 347 | 39M | 100.0% | 44 / 113 | 135 / 44 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of R | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,324,047 | 3.45% | $349.24M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,166,961 | 3.04% | $307.81M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 843,225 | 2.20% | $222.42M | 0.12% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 646,885 | 1.69% | $170.63M | 1.35% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 644,522 | 1.68% | $161.68M | 0.60% | May 31, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 572,081 | 1.49% | $150.90M | 1.31% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 533,990 | 1.39% | $140.85M | 0.21% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 525,516 | 1.37% | $138.62M | 0.21% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 443,734 | 1.16% | $117.04M | 0.12% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 359,318 | 0.94% | $94.78M | 0.44% | Jun 30, 2026 |
| Vanguard Explorer Fund | 289,421 | 0.75% | $74.21M | 0.34% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 268,376 | 0.70% | $68.82M | 0.41% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 218,912 | 0.57% | $56.13M | 0.04% | Jul 31, 2026 |
| Harbor Small Cap Value Fund | 209,121 | 0.55% | $53.62M | 2.14% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 202,836 | 0.53% | $50.88M | 0.12% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert E. Sanchez | Chair and CEO, Director | 566,226 | 1.48% | Feb 26, 2026 |
| Robert D. Fatovic | EVP, CLO & Corp. Secretary | 97,167 | 0.25% | Sep 1, 2026 |
| Sanford J. Hodes | SVP, C Procur Of, Corp Dev Of | 22,948 | 0.06% | May 29, 2026 |
| Jay A. Anderson | VP and Controller | 6,680 | 0.02% | Mar 10, 2026 |
| John J. Diez | President and COO | 208,000 | 0.54% | Feb 26, 2026 |
| Thomas M. Havens | President, Global FMS | 33,074 | 0.09% | Feb 20, 2026 |
| Rajeev Ravindran | EVP & CIO | 18,136 | 0.05% | Feb 20, 2026 |
| John S. Sensing | President, Global SCS & DTS | 79,191 | 0.21% | Feb 20, 2026 |
| Karen M. Jones | EVP & Chief Marketing Officer | 18,343 | 0.05% | Feb 18, 2026 |
| Thomas Michael Regan | EVP of DTS | 7,747 | 0.02% | Feb 18, 2026 |
| Cristina Gallo-Aquino | EVP and CFO | 30,466 | 0.08% | Feb 11, 2026 |
| Francisco Lopez Jr. | EVP & Chief HR Officer | 63,393 | 0.17% | Feb 11, 2026 |
| Steve W. Martin | EVP of DTS | 27,268 | 0.07% | Aug 26, 2025 |
| Charles M. Swoboda | Director | 9,229 | 0.02% | Jul 2, 2026 |
| Tamara L. Lundgren | Director | 32,076 | 0.08% | May 5, 2026 |
| Dmitri L. Stockton | Director | 22,853 | 0.06% | May 5, 2026 |
| Robert J. Eck | Director | 35,887 | 0.09% | May 5, 2026 |
| Luis P. Nieto Jr | Director | 29,974 | 0.08% | May 5, 2026 |
| David G. Nord | Director | 33,890 | 0.09% | May 5, 2026 |
| Michael F. Hilton | Director | 33,131 | 0.09% | May 5, 2026 |
| Tammy Romo | Director | 712 | 0.00% | May 5, 2026 |
| Robert Hagemann | Director | 31,097 | 0.08% | May 5, 2026 |
| Abbie J. Smith | Director | 76,043 | 0.20% | May 5, 2026 |
| E. Follin Smith | Director | 32,513 | 0.08% | Feb 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Aug 28, 2026 | Gift | −403 | – | – | 88,455 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Aug 17, 2026 | Discretionary | +6,344 | $264.70 | $1.68M | 8,293 |
| Charles M. Swoboda Director | Jul 1, 2026 | Award | +108 | – | – | 9,229 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | May 29, 2026 | Sale | −5,000 | $249.85 | $1.25M | 88,826 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | May 28, 2026 | Sale | −595 | $251.95 | $149.91K | 22,948 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | May 27, 2026 | Gift | −411 | – | – | 23,543 |
| Luis P. Nieto Jr Director | May 4, 2026 | Sale | −720 | $235.79 | $169.77K | 29,974 |
| Robert Hagemann Director | May 1, 2026 | Award | +677 | – | – | 31,097 |
| Robert Hagemann Director | May 1, 2026 | Award | +720 | – | – | 30,420 |
| David G. Nord Director | May 1, 2026 | Award | +720 | – | – | 33,890 |
| David G. Nord Director | May 1, 2026 | Award | +796 | – | – | 34,686 |
| Robert J. Eck Director | May 1, 2026 | Award | +720 | – | – | 35,887 |
| Robert J. Eck Director | May 1, 2026 | Award | +895 | – | – | 36,782 |
| Luis P. Nieto Jr Director | May 1, 2026 | Award | +720 | – | – | 29,945 |
| Luis P. Nieto Jr Director | May 1, 2026 | Award | +749 | – | – | 30,694 |
| Abbie J. Smith Director | May 1, 2026 | Award | +1,211 | – | – | 61,123 |
| Charles M. Swoboda Director | May 1, 2026 | Award | +191 | – | – | 9,121 |
| Charles M. Swoboda Director | May 1, 2026 | Award | +720 | – | – | 8,930 |
| Tamara L. Lundgren Director | May 1, 2026 | Award | +720 | – | – | 32,076 |
| Tamara L. Lundgren Director | May 1, 2026 | Award | +304 | – | – | 32,672 |
| Dmitri L. Stockton Director | May 1, 2026 | Award | +549 | – | – | 22,853 |
| Dmitri L. Stockton Director | May 1, 2026 | Award | +720 | – | – | 22,304 |
| Tammy Romo Director | May 1, 2026 | Award | +712 | – | – | 712 |
| Michael F. Hilton Director | May 1, 2026 | Award | +720 | – | – | 33,131 |
| Michael F. Hilton Director | May 1, 2026 | Award | +827 | – | – | 33,958 |
| Charles M. Swoboda Director | Apr 1, 2026 | Award | +138 | – | – | 8,210 |
| John J. Diez President and COO | Feb 25, 2026 | Option exercise | +24,190 | $76.49 | $1.85M | 208,000 |
| John J. Diez President and COO | Feb 25, 2026 | Tax withholding | −14,558 | $222.70 | $3.24M | 193,442 |
| John J. Diez President and COO | Feb 25, 2026 | Sale | −9,632 | $222.20 | $2.14M | 183,810 |
| Robert E. Sanchez Chair and CEO, Director | Feb 24, 2026 | Sale | −676 | $223.86 | $151.33K | 41,090 |
| Robert E. Sanchez Chair and CEO, Director | Feb 24, 2026 | Option exercise | +104,390 | $76.49 | $7.98M | 145,218 |
| Robert E. Sanchez Chair and CEO, Director | Feb 24, 2026 | Tax withholding | −62,611 | $224.90 | $14.08M | 82,607 |
| Robert E. Sanchez Chair and CEO, Director | Feb 24, 2026 | Sale | −262 | $225.12 | $58.98K | 40,828 |
| Robert E. Sanchez Chair and CEO, Director | Feb 24, 2026 | Sale | −40,841 | $223.28 | $9.12M | 41,766 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Feb 20, 2026 | Sale | −11,640 | $222.30 | $2.59M | 93,737 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Feb 20, 2026 | Option exercise | +11,640 | $76.49 | $890.34K | 105,377 |
| Rajeev Ravindran EVP & CIO | Feb 19, 2026 | Sale | −400 | $223.03 | $89.21K | 18,136 |
| Rajeev Ravindran EVP & CIO | Feb 19, 2026 | Sale | −2,296 | $221.36 | $508.24K | 18,536 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Option exercise | +12,110 | $76.49 | $926.29K | 79,191 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −5,965 | $219.69 | $1.31M | 73,226 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −4,123 | $220.65 | $909.74K | 69,103 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −1,600 | $222.04 | $355.26K | 67,503 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −422 | $222.43 | $93.87K | 67,081 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −9,410 | $219.69 | $2.07M | 57,671 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −365 | $222.52 | $81.22K | 49,081 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −1,721 | $222.01 | $382.08K | 49,446 |
| John S. Sensing President, Global SCS & DTS | Feb 19, 2026 | Sale | −6,504 | $220.65 | $1.44M | 51,167 |
| Thomas M. Havens President, Global FMS | Feb 18, 2026 | Sale | −5,885 | $222.17 | $1.31M | 33,074 |
| Thomas M. Havens President, Global FMS | Feb 18, 2026 | Sale | −6,686 | $221.19 | $1.48M | 38,959 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | Feb 17, 2026 | Option exercise | +3,240 | $74.72 | $242.09K | 30,111 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | Feb 17, 2026 | Option exercise | +4,370 | $76.49 | $334.26K | 31,241 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | Feb 17, 2026 | Sale | −2,917 | $210.16 | $613.04K | 23,954 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | Feb 17, 2026 | Sale | −3,240 | $210.16 | $680.92K | 26,871 |
| Sanford J. Hodes SVP, C Procur Of, Corp Dev Of | Feb 17, 2026 | Sale | −4,370 | $210.16 | $918.40K | 26,871 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Feb 17, 2026 | Sale | −9,251 | $217.07 | $2.01M | 94,486 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Feb 17, 2026 | Option exercise | +10,000 | $76.49 | $764.90K | 103,737 |
| Robert D. Fatovic EVP, CLO & Corp. Secretary | Feb 17, 2026 | Sale | −749 | $217.92 | $163.22K | 93,737 |
| Karen M. Jones EVP & Chief Marketing Officer | Feb 13, 2026 | Sale | −130 | $206.96 | $26.90K | 18,343 |
| Karen M. Jones EVP & Chief Marketing Officer | Feb 13, 2026 | Sale | −5,143 | $208.02 | $1.07M | 13,200 |
| Karen M. Jones EVP & Chief Marketing Officer | Feb 13, 2026 | Sale | −727 | $209.74 | $152.48K | 12,473 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert D. Fatovic Officer | May 29, 2026 | 5,000 | $1.25M | May 29, 2026 | Restricted Stock Vesting |
| Sanford J. Hodes Officer | May 28, 2026 | 596 | $150.04K | May 28, 2026 | Restricted Stock Vesting |
| Abbie J. Smith AFFILIATE | May 5, 2026 | 25,000 | $5.94M | May 5, 2026 | RSU VEST |
| Luis P. Nieto Jr Director | May 4, 2026 | 720 | $169.77K | May 4, 2026 | Restricted Stock Vesting |
| John J. Diez Officer | Feb 25, 2026 | 9,632 | $2.14M | Feb 25, 2026 | Stock Option Exercise |
| Robert E. Sanchez Officer, Director | Feb 24, 2026 | 41,779 | $9.33M | Feb 24, 2026 | Stock Option Exercise |
| Robert D. Fatovic Officer | Feb 20, 2026 | 11,640 | $2.59M | Feb 20, 2026 | Options Granted - 02/10/2017 |
| John S. Sensing Officer | Feb 19, 2026 | 30,110 | $6.64M | Feb 19, 2026 | Restricted Stock Vesting |
| Rajeev Ravindran Officer | Feb 19, 2026 | 2,696 | $597.47K | Feb 19, 2026 | Restricted Stock Vesting |
| Thomas M. Havens Officer | Feb 18, 2026 | 12,571 | $2.79M | Feb 18, 2026 | Restricted Stock Vesting |
| Robert D. Fatovic Officer | Feb 17, 2026 | 10,000 | $2.17M | Feb 17, 2026 | Options Granted - 02/10/2017 |
| Sanford J. Hodes Officer | Feb 17, 2026 | 10,527 | $2.21M | Feb 17, 2026 | Options Granted - 02/10/2017 |
| Rajeev Ravindran Officer | Feb 13, 2026 | 14,367 | $3.04M | Feb 13, 2026 | Options Granted - 02/21/2018 |
| E. Follin Smith Director | Feb 13, 2026 | 32,230 | $6.69M | Feb 13, 2026 | Restricted Stock Vesting |
| Karen M. Jones Officer | Feb 13, 2026 | 6,000 | $1.25M | Feb 13, 2026 | Restricted Stock Vesting |