Ryder System (NYSE:R) Price Target Raised to $310.00

Ryder System (NYSE:R) had its target price boosted by Susquehanna from $290.00 to $310.00 in a report released on Friday morning,Benzinga reports. Susquehanna currently has a positive rating on the transportation company’s stock.

A number of other equities analysts have also recently issued reports on the company. Citizens Jmp assumed coverage on Ryder System in a report on Wednesday, July 15th. They issued a “market perform” rating for the company. Wall Street Zen raised Ryder System from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Wells Fargo & Company raised their price objective on Ryder System from $260.00 to $290.00 and gave the company an “overweight” rating in a report on Friday, June 5th. Robert W. Baird boosted their target price on Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Finally, Barclays upped their target price on Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a research note on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $279.88.

Ryder System Stock Performance

NYSE R opened at $267.72 on Friday. Ryder System has a 52-week low of $157.67 and a 52-week 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. The company has a market capitalization of $10.27 billion, a P/E ratio of 21.78 and a beta of 1.01. The company has a fifty day moving average of $262.32 and a 200-day moving average of $229.30.

Ryder System (NYSE:R) last released its earnings results on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The firm’s revenue was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.32 earnings per share. 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. As a group, equities research analysts predict that Ryder System will post 14.73 EPS for the current fiscal year.

Ryder System Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be issued a dividend of $1.01 per share. This is an increase from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, August 24th. Ryder System’s dividend payout ratio (DPR) is currently 29.62%.

Insider Activity

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

Hedge Funds Weigh In On Ryder System

Hedge funds have recently made changes to their positions in the business. Cedar Mountain Advisors LLC raised its holdings in shares of Ryder System by 522.7% during 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 in the last quarter. MassMutual Private Wealth & Trust FSB boosted its holdings in Ryder System by 36.8% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company’s stock valued at $42,000 after acquiring an additional 43 shares in the last quarter. Los Angeles Capital Management LLC bought a new stake in Ryder System in the fourth quarter valued at $31,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in Ryder System during the 4th quarter valued at $34,000. Finally, Optima Capital LLC purchased a new position in Ryder System during the 4th quarter valued at $39,000. 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.