Barclays Issues Positive Forecast for Ryder System (NYSE:R) Stock Price

Ryder System (NYSE:R) had its price target boosted by Barclays from $300.00 to $315.00 in a research note issued on Friday, Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Barclays‘s price objective would indicate a potential upside of 20.27% from the stock’s current price.

Other analysts also recently issued reports about the company. Robert W. Baird restated a “neutral” rating and issued a $245.00 price objective (down from $290.00) on shares of Ryder System in a report on Tuesday, September 29th. Wall Street Zen raised shares of Ryder System from a “buy” rating to a “strong-buy” rating in a report on Monday, October 12th. Citigroup restated a “market perform” rating on shares of Ryder System in a report on Friday. Morgan Stanley raised Ryder System from an “overweight” rating to a “buy” rating in a research report on Monday, October 5th. Finally, Citizens Jmp started coverage on Ryder System in a research report on Wednesday, July 15th. They issued a “market perform” rating for the company. Seven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $288.11.

Ryder System Trading Down 1.4%

R traded down $3.62 during trading on Friday, hitting $261.91. 47,854 shares of the stock were exchanged, compared to its average volume of 358,727. The firm has a 50 day simple moving average of $242.32 and a 200 day simple moving average of $249.09. The firm has a market cap of $10.04 billion, a price-to-earnings ratio of 21.37 and a beta of 1.05. Ryder System has a 1 year low of $160.08 and a 1 year high of $284.25. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.65 and a current ratio of 0.65.

Ryder System (NYSE:R) last issued its earnings results on Thursday, October 22nd. The transportation company reported $4.33 earnings per share for the quarter, topping the consensus estimate of $4.15 by $0.18. Ryder System had a return on equity of 18.28% and a net margin of 3.88%. The business had revenue of $2.76 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the prior year, the business earned $3.57 EPS. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. As a group, equities analysts expect that Ryder System will post 14.74 EPS for the current year.

Hedge Funds Weigh In On Ryder System

Institutional investors have recently bought and sold shares of the business. Keating Financial Advisory Services Inc. acquired a new position in Ryder System during the second quarter valued at $26,000. Cedar Mountain Advisors LLC boosted its stake 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 worth $28,000 after buying an additional 115 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Ryder System during the second quarter worth about $30,000. MassMutual Private Wealth & Trust FSB grew its holdings in 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 acquiring an additional 43 shares during the period. Finally, Root Financial Partners LLC raised its position in Ryder System by 45.5% during the first quarter. Root Financial Partners LLC now owns 243 shares of the transportation company’s stock valued at $50,000 after acquiring an additional 76 shares in the last quarter. 87.47% of the stock is owned by hedge funds and other institutional investors.

Key Ryder System News

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

• Positive Sentiment: Ryder reported third-quarter comparable EPS of $4.33, up from $3.57 a year earlier and above the approximately $4.15–$4.17 analyst consensus. Comparable earnings before taxes rose to $234 million from $200 million, marking the company’s eighth consecutive quarter of comparable EPS growth. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 EPS outlook to $14.85–$15.05, above the $14.68 consensus estimate. The stronger outlook suggests continued earnings momentum despite an uneven transportation environment.
• Positive Sentiment: Stephens raised its price target from $280 to $305 and maintained an “overweight” rating, implying approximately 14.7% upside from the referenced share price. Stephens Ryder price target update
• Neutral Sentiment: Fourth-quarter EPS guidance of $4.25–$4.45 brackets the $4.27 consensus estimate, indicating expectations are broadly in line for the next quarter.
• Negative Sentiment: Reported revenue of $2.76 billion increased 8.3% year over year but was below the cited $3.38 billion consensus estimate. Ryder’s $10.7 billion full-year revenue guidance is also below the referenced $13.3 billion consensus, potentially raising concerns about revenue comparisons or softer volume growth even as profitability improves.

About Ryder System

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.

Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.