Ryder System (NYSE:R) Price Target Raised to $236.00

Ryder System (NYSE:R) had its price target raised by Wells Fargo & Company from $210.00 to $236.00 in a report released on Thursday,Benzinga reports. They currently have an overweight rating on the transportation company’s stock.

Other equities research analysts also recently issued research reports about the stock. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. JPMorgan Chase & Co. lifted their target price on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Morgan Stanley upped their price target on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Finally, Citigroup boosted their price objective on Ryder System from $196.00 to $218.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $215.44.

Ryder System Trading Up 2.8%

Shares of NYSE:R opened at $213.76 on Thursday. The stock’s 50-day simple moving average is $195.95 and its two-hundred day simple moving average is $185.01. The stock has a market capitalization of $8.43 billion, a price-to-earnings ratio of 17.86 and a beta of 0.96. Ryder System has a 52-week low of $125.54 and a 52-week high of $230.38. The company has a debt-to-equity ratio of 2.24, a quick ratio of 1.02 and a current ratio of 0.89.

Ryder System (NYSE:R) last released its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). The business had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. Ryder System’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the previous year, the company earned $3.45 EPS. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. Analysts expect that Ryder System will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 1.7%. The ex-dividend date is Tuesday, February 17th. Ryder System’s dividend payout ratio is presently 30.41%.

Hedge Funds Weigh In On Ryder System

Several institutional investors have recently bought and sold shares of the stock. Hantz Financial Services Inc. lifted its stake in Ryder System by 770.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock worth $28,000 after purchasing an additional 154 shares in the last quarter. Root Financial Partners LLC bought a new position in Ryder System during the third quarter valued at approximately $28,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Ryder System by 237.0% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 182 shares of the transportation company’s stock valued at $29,000 after buying an additional 128 shares in the last quarter. MAI Capital Management increased its stake in Ryder System by 57.6% in the 2nd quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock worth $30,000 after acquiring an additional 68 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in shares of Ryder System during the 4th quarter valued at approximately $31,000. 87.47% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Multiple broker upgrades and price-target increases: Citigroup raised its target from $218 to $245 and kept a “buy” call, implying meaningful upside; this is a direct catalyst for buying interest. Article Title
• Positive Sentiment: Susquehanna bumped its target to $250 (from $235) and maintained a “positive” rating, adding further analyst conviction behind the stock. Article Title
• Positive Sentiment: Wells Fargo raised its target to $236 (from $210) and set an “overweight” rating — another institutional endorsement supporting higher valuations. Article Title
• Positive Sentiment: Positive investor research and thematic coverage: Zacks published a piece arguing Ryder is a top long-term growth stock, which can attract momentum and retail flows. Why Ryder (R) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Dividend-focused coverage highlighted Ryder’s upcoming dividend as attractive to income investors, which can support the share price via yield-seeking demand. Article Title
• Neutral Sentiment: Analysts present mixed views across the industrials space — a Globe & Mail roundup notes conflicting sentiments on Ryder and peers, which may keep trading choppy despite the upgrades. Analysts Have Conflicting Sentiments on These Industrial Goods Companies
• Neutral Sentiment: Q4 2025 earnings call transcript was published — useful for detail-driven investors but largely already priced in; investors will focus on management commentary and FY26 guidance execution. Ryder System, Inc. Q4 2025 earnings call transcript
• Neutral Sentiment: Broader industry M&A headlines (Transocean/Valaris) are boosting energy and industrial sentiment overall but have no direct corporate link to Ryder; their market impact is indirect. Offshore Titans: Transocean Buys Valaris for $5.8B
• Negative Sentiment: Underlying fundamentals to watch: the recent quarter showed revenue below some estimates and only modest EPS beats/misses (per the earnings release and transcript). This creates execution risk if management misses its FY26 targets, which could reverse recent gains. Ryder System, Inc. Q4 2025 earnings call 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.