Ryder System (NYSE:R) Price Target Raised to $300.00

Ryder System (NYSE:R) had its price objective lifted by Wells Fargo & Company from $290.00 to $300.00 in a research note released on Friday morning,Benzinga reports. The brokerage currently has an overweight rating on the transportation company’s stock.

Other equities research analysts also recently issued research reports about the company. Barclays raised their price target on Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, June 26th. Citizens Jmp assumed coverage on shares of Ryder System in a report on Wednesday, July 15th. They set a “market perform” rating on the stock. Morgan Stanley increased their price objective on shares of Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Susquehanna lifted their target price on shares of Ryder System from $290.00 to $310.00 and gave the stock a “positive” rating in a research note on Friday. Finally, Stephens upgraded shares of Ryder System to a “strong-buy” rating in a research note on Wednesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $279.88.

Ryder System Stock Performance

Shares of R opened at $267.72 on Friday. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. The firm has a market cap of $10.27 billion, a PE ratio of 21.78 and a beta of 1.01. Ryder System has a 12 month low of $157.67 and a 12 month high of $284.25. The stock has a fifty day moving average price of $262.32 and a 200-day moving average price of $229.30.

Ryder System (NYSE:R) last announced its earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, topping the consensus estimate of $3.69 by $0.04. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The firm had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. During the same period in the previous year, the business earned $3.32 EPS. The firm’s revenue for the quarter was up 5.0% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. Equities research analysts predict that Ryder System will post 14.73 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be paid 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 boost from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio (DPR) is presently 29.62%.

Insider Transactions at Ryder System

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

Hedge Funds Weigh In On Ryder System

A number of institutional investors have recently bought and sold shares of the business. Norges Bank purchased a new stake in shares of Ryder System in the 4th quarter valued at $111,168,000. JPMorgan Chase & Co. raised its holdings in shares of Ryder System by 326.8% during the fourth quarter. JPMorgan Chase & Co. now owns 705,037 shares of the transportation company’s stock worth $134,937,000 after purchasing an additional 539,854 shares during the last quarter. Orbis Allan Gray Ltd raised its holdings in shares of Ryder System by 107.3% during the fourth quarter. Orbis Allan Gray Ltd now owns 974,620 shares of the transportation company’s stock worth $186,533,000 after purchasing an additional 504,404 shares during the last quarter. First Trust Advisors LP lifted its position in Ryder System by 81.5% during the first quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company’s stock valued at $206,822,000 after purchasing an additional 453,697 shares during the period. Finally, AQR Capital Management LLC lifted its position in Ryder System by 53.3% during the third quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company’s stock valued at $134,855,000 after purchasing an additional 250,432 shares during the period. 87.47% of the stock is owned by hedge funds and other institutional investors.

Ryder System News Summary

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Ryder beat Q2 expectations, reporting adjusted EPS of $3.73 versus estimates and posting 5% revenue growth year over year, with stronger Fleet Management Solutions performance and share repurchases helping results. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company also raised its 2026 earnings outlook, which suggests management sees continued momentum after the quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Susquehanna to $310, Wells Fargo to $300, JPMorgan to $296, and Citigroup to $283, signaling improved sentiment around the stock. Analyst updates via Benzinga
• Neutral Sentiment: Despite the upgrades, most firms kept a neutral or similar stance, suggesting analysts see upside but not a major change in the overall investment case. Tickerreport.com coverage
• Negative Sentiment: Revenue came in below the headline analyst estimate cited in some reports, and Ryder’s Q3 and FY2026 EPS guidance was slightly below consensus, which may temper some of the post-earnings enthusiasm. Zacks earnings analysis

About Ryder System

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.