Ryder System (NYSE:R) Stock Price Expected to Rise, Barclays Analyst Says

Ryder System (NYSE:R) had its target price hoisted by research analysts at Barclays from $220.00 to $250.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Barclays‘s price target points to a potential downside of 1.16% from the stock’s current price.

Other analysts have also recently issued reports about the stock. Citigroup cut their price target on shares of Ryder System from $245.00 to $239.00 and set a “buy” rating on the stock in a report on Thursday, April 9th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. JPMorgan Chase & Co. upped their price target on shares of Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a research report on Friday. Susquehanna increased their target price on shares of Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research report on Friday, February 13th. Finally, Wolfe Research reiterated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Ryder System presently has an average rating of “Moderate Buy” and a consensus price target of $230.78.

Ryder System Price Performance

R traded up $10.35 during midday trading on Friday, reaching $252.94. 203,350 shares of the company’s stock were exchanged, compared to its average volume of 379,382. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 0.89. The stock has a market capitalization of $9.97 billion, a PE ratio of 21.15 and a beta of 0.93. The business’s 50-day moving average price is $210.91 and its 200 day moving average price is $194.13. Ryder System has a 1-year low of $133.73 and a 1-year high of $254.04.

Ryder System (NYSE:R) last issued its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 EPS for the quarter, topping analysts’ consensus estimates of $2.29 by $0.25. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $3.11 billion. During the same period in the previous year, the firm posted $2.46 earnings per share. The company’s quarterly revenue was down .2% compared to the same quarter last year. 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. As a group, equities analysts anticipate that Ryder System will post 14.23 EPS for the current fiscal year.

Insider Activity at Ryder System

In other news, CEO Robert E. Sanchez sold 41,779 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $223.30, for a total value of $9,329,250.70. Following the sale, the chief executive officer owned 40,828 shares in the company, valued at approximately $9,116,892.40. This trade represents a 50.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Sanford J. Hodes sold 10,527 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the completion of the sale, the senior vice president owned 23,954 shares in the company, valued at approximately $5,034,172.64. The trade was a 30.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 130,673 shares of company stock valued at $28,233,471. 4.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Orion Porfolio Solutions LLC lifted its holdings in shares of Ryder System by 2.4% during the fourth quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock valued at $433,000 after acquiring an additional 52 shares during the period. Corient Private Wealth LLC lifted its holdings in shares of Ryder System by 0.8% during the fourth quarter. Corient Private Wealth LLC now owns 7,337 shares of the transportation company’s stock valued at $1,404,000 after acquiring an additional 58 shares during the period. Vectors Research Management LLC raised its holdings in shares of Ryder System by 0.3% in the fourth quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock valued at $3,543,000 after buying an additional 61 shares during the last quarter. Burns Matteson Capital Management LLC raised its holdings in shares of Ryder System by 2.4% in the fourth quarter. Burns Matteson Capital Management LLC now owns 2,657 shares of the transportation company’s stock valued at $509,000 after buying an additional 63 shares during the last quarter. Finally, Inspire Investing LLC raised its holdings in shares of Ryder System by 4.0% in the fourth quarter. Inspire Investing LLC now owns 1,709 shares of the transportation company’s stock valued at $327,000 after buying an additional 65 shares during the last quarter. 87.47% of the stock is owned by institutional investors.

Key Ryder System News

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

• Positive Sentiment: Q1 EPS beat and operational strength: Ryder reported GAAP and comparable results with diluted EPS of $2.54 (vs. consensus ~$2.29). Management highlighted strong used-vehicle sales and operational execution as drivers for the quarter. Ryder System Inc (R) Q1 2026 Earnings Call Highlights: Strong Used Vehicle Sales Drive Positive …
• Positive Sentiment: Company raised FY-2026 guidance (EPS 14.05–14.80) and issued Q2 guidance (3.50–3.75), and management described the quarter as strong enough to lift its outlook — supportive for forward earnings expectations. Ryder Reports First Quarter 2026 Results
• Positive Sentiment: Analyst support: Robert W. Baird raised its price target to $253 and kept an Outperform rating, signaling continued buy-side enthusiasm from at least one firm. Baird raises PT to $253
• Neutral Sentiment: JPMorgan raised its price target to $250 but retained a Neutral rating, implying limited near-term upside from that shop despite the PT increase. JPMorgan raises PT to $250
• Neutral Sentiment: Mixed guidance detail: Q2 EPS guidance (3.50–3.75) overlaps consensus but sits near the low end of Street expectations — supportive for FY but introduces some near-term uncertainty around the quarter. Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Revenue shortfall vs. consensus: Total revenue of $2.57B missed consensus (~$3.11B), which tempers the EPS beat and raises questions about top-line momentum. Ryder Q1 press release / slide deck
• Negative Sentiment: Freight-market and leadership uncertainty: Analysts and coverage note the new CEO faces a challenging freight environment — a headwind that could pressure execution if freight demand or pricing weakens. Ryder earnings in focus as new CEO faces freight market test

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.