Ryder System (NYSE:R) Price Target Raised to $305.00

Ryder System (NYSE:R) had its target price increased by Wells Fargo & Company from $300.00 to $305.00 in a research report report published on Friday morning,Benzinga reports. The brokerage currently has an overweight rating on the transportation company’s stock.

Several other equities research analysts have also recently commented on R. Robert W. Baird restated a “neutral” rating and issued a $245.00 target price (down from $290.00) on shares of Ryder System in a research note on Tuesday, September 29th. Wall Street Zen raised shares of Ryder System from a “buy” rating to a “strong-buy” rating in a research report on Monday, October 12th. Stephens increased their target price on shares of Ryder System from $280.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday. JPMorgan Chase & Co. upgraded shares of Ryder System from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $296.00 to $298.00 in a report on Monday, October 5th. Finally, Citigroup reaffirmed a “market perform” rating on shares of Ryder System in a research report on Friday. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.44.

Ryder System Stock Performance

Shares of R stock opened at $270.24 on Friday. The company has a market capitalization of $10.33 billion, a P/E ratio of 20.60 and a beta of 1.05. The company has a debt-to-equity ratio of 1.86, a quick ratio of 0.67 and a current ratio of 0.67. Ryder System has a 52 week low of $160.08 and a 52 week high of $284.25. The company’s 50 day moving average price is $242.45 and its two-hundred day moving average price is $249.54.

Ryder System (NYSE:R) last posted its quarterly earnings data 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. The company had revenue of $2.76 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Ryder System had a return on equity of 19.14% and a net margin of 3.98%. Ryder System’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.57 earnings per share. On average, analysts expect that Ryder System will post 15.07 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, November 23rd will be paid a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Monday, November 23rd. Ryder System’s dividend payout ratio (DPR) is currently 30.79%.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Keating Financial Advisory Services Inc. bought a new stake in shares of Ryder System during the 2nd quarter worth approximately $26,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Ryder System in the 2nd quarter valued at approximately $30,000. Cedar Mountain Advisors LLC grew 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 valued at $28,000 after buying an additional 115 shares in the last quarter. MassMutual Private Wealth & Trust FSB grew its stake in shares of 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 buying an additional 43 shares in the last quarter. Finally, Compass Financial Management LLC bought a new position in shares of Ryder System in the second quarter valued at $54,000. Institutional investors and hedge funds 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: Q3 earnings beat expectations: Ryder reported comparable earnings of $4.33 per diluted share, up from $3.57 a year earlier and above the roughly $4.15-$4.17 analyst consensus. GAAP EPS was $4.16, compared with $3.33 in the prior-year quarter. Revenue increased 8.3% year over year. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Full-year profit outlook increased: Ryder guided to fiscal 2026 EPS of $14.85-$15.05, above the $14.68 consensus estimate. The company also highlighted its eighth consecutive quarter of comparable EPS growth, supporting investor confidence in its operating execution. Ryder System Lifts Outlook After Strong Q3 Earnings
• Positive Sentiment: Analyst price targets moved higher: Citigroup raised its target to $302 and maintained a Buy rating. JPMorgan and Barclays lifted targets to $315, while Wells Fargo raised its target to $305; Stephens also increased its target to $305. The revisions indicate that analysts see additional upside after the earnings report. Analysts Boost Forecasts on Ryder
• Neutral Sentiment: Fourth-quarter guidance was broadly in line: Ryder forecast Q4 2026 EPS of $4.25-$4.45, compared with consensus of $4.27, suggesting continued earnings stability but limited near-term upside from the quarterly outlook.
• Negative Sentiment: Revenue guidance trails estimates: The company projected fiscal 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. If accurate, the discrepancy could raise concerns about demand, business mix or the comparability of analyst forecasts despite the stronger profit outlook.

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.