Ryder System Inc. (NYSE: R) reported a set of insider transactions by President and Chief Operating Officer John J. Diez that were recorded on February 25, 2026. According to a Form 4 filing with the Securities and Exchange Commission, Diez sold 9,632 shares of Ryder common stock for a combined $2.14 million. The sale prices ranged between $221.68 and $222.64 per share, situated just under the stock’s trading level of $223.13 and not far from its 52-week high of $230.38.
In the same filing, Diez disclosed that he exercised options to acquire 24,190 shares at an exercise price of $76.49 per share, representing a total exercise value of $1.85 million. Following the option exercise, he sold 14,558 shares for $3.24 million at $222.70 per share specifically to satisfy tax liabilities associated with the transaction.
After these transactions were completed, Diez’s direct ownership in Ryder System stood at 183,810 shares. The insider activity arrived against a backdrop of notable stock performance - Ryder’s shares have risen by nearly 40% over the past year and the company’s shares currently trade at a price-to-earnings ratio of 18.71, metrics cited in accompanying market analysis.
Market commentary included an InvestingPro assessment concluding the shares appear overvalued at present price levels. The same platform noted Ryder’s long-standing dividend history, recording uninterrupted dividend payments for 51 consecutive years, and referenced additional paid research and tips available through its Pro Research Reports.
Separately, Ryder released fourth-quarter 2025 financial results showing earnings per share of $3.59, narrowly outpacing the $3.57 consensus estimate. Revenue for the quarter totaled $3.2 billion, which fell slightly short of the $3.21 billion expectation. The reporting reflected a marginal beat on EPS but a modest miss on top-line revenue.
Market response to the quarterly release was described as cautious. The filing and earnings update did not include commentary from analysts, and the record notes that analyst reactions have not yet been disclosed. Observers are expected to look to further analysis from investment firms for more detailed interpretation of Ryder’s near-term prospects and how the company’s financial performance will affect investor sentiment.
Clear summary
Ryder System’s President and COO, John J. Diez, sold 9,632 shares for $2.14 million and exercised options to acquire 24,190 shares at $76.49 per share on February 25, 2026. He then sold 14,558 shares for $3.24 million to cover taxes. Post-transactions, Diez holds 183,810 shares. The company reported Q4 2025 EPS of $3.59 versus $3.57 expected, and revenue of $3.2 billion versus $3.21 billion expected. InvestingPro flagged the stock as appearing overvalued and noted Ryder’s 51-year dividend streak.
Key points
- Insider activity: COO John J. Diez sold 9,632 shares for $2.14 million and exercised 24,190 options, then sold 14,558 shares to cover taxes - transactions are recorded on a Form 4 filing.
- Financials: Q4 2025 EPS beat estimates at $3.59 versus $3.57, while revenue missed slightly at $3.2 billion versus $3.21 billion expected - the market reacted cautiously.
- Market context: Ryder’s shares have gained nearly 40% over the last year and trade at a P/E of 18.71; InvestingPro characterizes the stock as appearing overvalued and highlights the company’s 51-year consecutive dividend payments.
Risks and uncertainties
- Valuation risk - InvestingPro’s analysis indicates the stock may be overvalued at current levels, which could affect market sentiment and investor positioning in the transportation and logistics sector.
- Top-line pressure - Ryder’s fourth-quarter revenue came in slightly below expectations, introducing uncertainty around near-term revenue growth and operational performance in the company’s sector.
- Information gap - Analyst reactions to the quarter were not disclosed in the filings and reports cited, creating short-term uncertainty until more commentary from investment firms and analysts becomes available.