Ryder System (NYSE:R – Free Report) had its price objective hoisted by JPMorgan Chase & Co. from $259.00 to $296.00 in a report published on Friday,Benzinga reports. They currently have a neutral rating on the transportation company’s stock.
A number of other equities analysts have also weighed in on the stock. Wall Street Zen upgraded shares of Ryder System from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Susquehanna raised their price objective on shares of Ryder System from $290.00 to $310.00 and gave the company a “positive” rating in a research report on Friday. Barclays lifted their target price on shares of Ryder System from $250.00 to $290.00 and gave the company an “overweight” rating in a research note on Friday, June 26th. Zacks Research downgraded shares of Ryder System from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Finally, Wells Fargo & Company increased their price target on Ryder System from $290.00 to $300.00 and gave the stock an “overweight” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $279.88.
Check Out Our Latest Stock Report on Ryder System
Ryder System Stock Up 0.0%
Ryder System (NYSE:R – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. The firm 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 business’s quarterly revenue was up 5.0% on a year-over-year basis. During the same period in the previous year, the firm earned $3.32 EPS. 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. On average, equities research analysts predict that Ryder System will post 14.73 earnings per share for the current year.
Ryder System Increases Dividend
The company also recently disclosed 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 a positive change from Ryder System’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Monday, August 24th. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. Ryder System’s payout ratio is currently 29.62%.
Insider Activity at Ryder System
In other news, SVP Sanford J. Hodes sold 595 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the completion of the transaction, the senior vice president directly owned 22,948 shares in the company, valued at approximately $5,781,748.60. This represents a 2.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Luis P. Nieto, Jr. sold 720 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the completion of the transaction, the director directly owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. This trade represents a 2.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.90% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On Ryder System
Several institutional investors have recently bought and sold shares of the business. Cedar Mountain Advisors LLC grew its stake in shares of Ryder System by 522.7% in the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock worth $28,000 after buying an additional 115 shares in the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of Ryder System during the 4th quarter valued at about $31,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Ryder System during the 4th quarter valued at about $34,000. Optima Capital LLC bought a new position in shares of Ryder System in the 4th quarter valued at about $39,000. Finally, Geneos Wealth Management Inc. lifted its holdings in shares of Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 109 shares during the last quarter. Institutional investors own 87.47% of the company’s stock.
More Ryder System News
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.
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