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

Ryder System (NYSE:R) had its price target upped by research analysts at Citigroup from $280.00 to $283.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the transportation company’s stock. Citigroup’s price objective suggests a potential upside of 5.67% from the stock’s current price.

Several other brokerages have also weighed in on R. Susquehanna lifted their target price on shares of Ryder System from $290.00 to $310.00 and gave the company a “positive” rating in a research report on Friday. Robert W. Baird raised their price target on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Wells Fargo & Company lifted their price objective on Ryder System from $290.00 to $300.00 and gave the company an “overweight” rating in a report on Friday. Citizens Jmp initiated coverage on Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. Finally, Stephens upgraded Ryder System to a “strong-buy” rating in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Ryder System currently has an average rating of “Moderate Buy” and an average price target of $279.88.

Ryder System Stock Performance

NYSE:R traded down $0.09 during midday trading on Friday, reaching $267.82. The stock had a trading volume of 244,662 shares, compared to its average volume of 391,181. The stock has a market capitalization of $10.36 billion, a P/E ratio of 22.23 and a beta of 1.01. Ryder System has a 1-year low of $157.67 and a 1-year high of $284.25. The company has a debt-to-equity ratio of 2.09, a current ratio of 0.68 and a quick ratio of 0.68. The firm’s fifty day simple moving average is $261.59 and its 200-day simple moving average is $228.73.

Ryder System (NYSE:R) last posted its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, beating the consensus estimate of $3.69 by $0.04. The company had revenue of $2.69 billion during the quarter, compared to analysts’ expectations of $3.29 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.Ryder System’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same period in the prior year, the business 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. On average, equities research analysts forecast that Ryder System will post 14.73 EPS for the current fiscal year.

Insider Buying and Selling at Ryder System

In other news, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction on Monday, May 4th. The shares were 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 $7,067,569.46. The trade was a 2.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Sanford J. Hodes sold 595 shares of the firm’s 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 4.90% of the company’s stock.

Institutional Investors Weigh In On Ryder System

Several institutional investors have recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Ryder System during the 4th quarter valued at $111,168,000. JPMorgan Chase & Co. increased its position in shares of Ryder System by 326.8% in 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 period. Orbis Allan Gray Ltd raised its stake in Ryder System by 107.3% in the fourth quarter. Orbis Allan Gray Ltd now owns 974,620 shares of the transportation company’s stock valued at $186,533,000 after purchasing an additional 504,404 shares in 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 worth $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 worth $134,855,000 after purchasing an additional 250,432 shares during the period. Institutional investors own 87.47% of the company’s stock.

Key Stories Impacting Ryder System

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

• Positive Sentiment: Ryder beat Q2 earnings expectations, reporting adjusted EPS of $3.73 versus the consensus near $3.69, and revenue grew 5% year over year, signaling solid operating performance. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 earnings outlook, which typically boosts confidence that management sees continued profitability ahead. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Positive Sentiment: Analysts turned more constructive: Wells Fargo raised its price target to $300 from $290 and kept an overweight rating, while Susquehanna lifted its target to $310 from $290 with a positive rating, both implying upside from recent trading levels. Benzinga analyst update
• Neutral Sentiment: Revenue came in below some expectations despite the EPS beat, suggesting the quarter was mixed rather than uniformly strong. Ryder Reports Q2 Earnings: What Key Metrics Have to Say
• Neutral Sentiment: Ryder’s updated Q3 and full-year guidance was slightly below some analyst estimates, which may temper some of the post-earnings enthusiasm. Ryder System Q2 2026 Earnings Call: Complete Transcript

Ryder System Company Profile

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.