Summary:
- Chesapeake Asset Management LLC disclosed a new position in Ryder System, purchasing 19,350 shares worth approximately $3.08 million.
- This new position represents 2.78% of the fund’s U.S. equity holdings and is one of the top five fund holdings after filing.
- Ryder System is a leading provider of logistics and transportation solutions, with revenue of $12.72 billion and a dividend yield of 1.83%.
Article:
Chesapeake Asset Management LLC recently made a significant move by disclosing a new position in transportation giant Ryder System. The fund purchased 19,350 shares during the period, amounting to a value of around $3.08 million. This trade represents approximately 2.78% of the fund’s $110.74 million in U.S. equity holdings and is now one of the top five fund holdings after the filing.Ryder System, Inc. is a key player in the logistics and transportation industry, operating globally with a diverse service portfolio. With revenue of $12.72 billion and a dividend yield of 1.83%, Ryder offers integrated fleet management and supply chain services to enterprise customers. The company generates revenue through leasing and maintenance contracts, rental fees, logistics services, and the sale of used vehicles, providing clients with comprehensive solutions to optimize transportation and supply chain operations.
Despite facing challenges in 2023, Ryder bounced back in 2024 with a 7% year-over-year revenue growth to $12.6 billion. While sales results in 2025 have been mixed, the company expects its free cash flow to reach between $900 million and $1 billion, a significant improvement from the previous year. Cost-saving initiatives have also contributed to an 11% increase in diluted earnings per share in the second quarter of 2025, marking the third consecutive quarter of double-digit EPS growth.
Chesapeake’s decision to start investing in Ryder System reflects the company’s positive trajectory, with higher EPS and FCF benefiting shareholders. Despite modest sales growth in 2025, Ryder remains a solid stock for income investors. Overall, Ryder’s transformation and financial performance make it an attractive investment opportunity in the transportation sector. Summary:
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Article:
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