Ryder System, Inc. (NYSE:R) Receives $264.50 Consensus PT from Brokerages

Shares of Ryder System, Inc. (NYSE:R) have received a consensus recommendation of “Moderate Buy” from the eleven analysts that are covering the stock, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a hold recommendation, six have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $265.00.

Several equities analysts recently commented on the stock. Barclays increased their target price on shares of Ryder System from $250.00 to $290.00 and gave the company an “overweight” rating in a report on Friday, June 26th. Robert W. Baird upped their price target on shares of Ryder System from $253.00 to $290.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Wednesday, May 27th. Morgan Stanley lifted their price objective on Ryder System from $263.00 to $280.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Finally, Citigroup reissued a “neutral” rating and issued a $280.00 target price (up from $276.00) on shares of Ryder System in a research note on Friday.

Ryder System Stock Down 1.2%

Shares of R opened at $265.65 on Tuesday. The firm has a market cap of $10.28 billion, a P/E ratio of 22.08 and a beta of 1.01. The stock has a 50 day simple moving average of $255.85 and a two-hundred day simple moving average of $224.44. The company has a debt-to-equity ratio of 2.09, a current ratio of 0.68 and a quick ratio of 0.68. Ryder System has a 1 year low of $157.67 and a 1 year high of $284.25.

Ryder System (NYSE:R) last posted its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 EPS for the quarter, topping the consensus estimate of $2.29 by $0.25. The firm had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $3.11 billion. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The business’s revenue was down .2% compared to the same quarter last year. During the same period last year, the firm posted $2.46 earnings per share. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. On average, analysts forecast that Ryder System will post 14.82 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Monday, August 24th will be given a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 1.5%. The ex-dividend date is Monday, August 24th. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio is 30.26%.

Insider Buying and Selling

In related news, Director Luis P. Nieto, Jr. sold 720 shares of Ryder System stock in a transaction on Monday, May 4th. The shares were sold at an average price of $235.79, for a total value of $169,768.80. Following the transaction, the director directly owned 29,974 shares of the company’s stock, valued at $7,067,569.46. The trade was a 2.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Sanford J. Hodes sold 595 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the sale, the senior vice president owned 22,948 shares of the company’s stock, valued at $5,781,748.60. This represents a 2.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 4.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Ryder System

A number of large investors have recently added to or reduced their stakes in the company. Cedar Mountain Advisors LLC increased its position in shares of Ryder System by 522.7% in the first quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 115 shares during the period. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Ryder System by 36.8% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company’s stock worth $42,000 after purchasing an additional 43 shares during the period. Los Angeles Capital Management LLC purchased a new stake in shares of Ryder System during the fourth quarter worth about $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Ryder System in the fourth quarter worth about $34,000. Finally, Optima Capital LLC bought a new stake in shares of Ryder System in the fourth quarter worth about $39,000. Institutional investors own 87.47% of the company’s stock.

Ryder System Company Profile

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.