Ryder System, Inc. (NYSE:R) Receives Average Rating of “Moderate Buy” from Analysts

Ryder System, Inc. (NYSE:R) has earned an average rating of “Moderate Buy” from the ten brokerages that are presently covering the company, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $215.4444.

R has been the topic of several analyst reports. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Susquehanna upped their price target on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Citigroup increased their price target on shares of Ryder System from $218.00 to $245.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Finally, Morgan Stanley upped their target price on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th.

Insider Buying and Selling at Ryder System

In other news, insider Thomas M. Havens sold 12,571 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the sale, the insider owned 33,074 shares of the company’s stock, valued at $7,330,852.10. This trade represents a 27.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO John J. Diez sold 9,632 shares of Ryder System stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $222.20, for a total value of $2,140,230.40. Following the transaction, the chief operating officer owned 183,810 shares in the company, valued at $40,842,582. This trade represents a 4.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,673 shares of company stock worth $28,233,471 in the last three months. 5.20% of the stock is owned by insiders.

Institutional Trading of Ryder System

Several hedge funds have recently bought and sold shares of R. Caitong International Asset Management Co. Ltd acquired a new position in shares of Ryder System in the fourth quarter valued at approximately $93,000. Virtu Financial LLC acquired a new stake in shares of Ryder System during the fourth quarter worth $1,622,000. Invesco Ltd. lifted its position in Ryder System by 3.9% in the 4th quarter. Invesco Ltd. now owns 413,493 shares of the transportation company’s stock valued at $79,138,000 after acquiring an additional 15,404 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in Ryder System by 1.5% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 31,867 shares of the transportation company’s stock worth $6,099,000 after purchasing an additional 480 shares during the period. Finally, Mackenzie Financial Corp boosted its stake in Ryder System by 115.9% in the 4th quarter. Mackenzie Financial Corp now owns 36,958 shares of the transportation company’s stock worth $7,116,000 after purchasing an additional 19,843 shares during the period. 87.47% of the stock is currently owned by institutional investors and hedge funds.

Ryder System Price Performance

Shares of R stock opened at $213.03 on Wednesday. The firm’s 50 day moving average price is $202.72 and its two-hundred day moving average price is $188.61. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. Ryder System has a 52-week low of $125.54 and a 52-week high of $230.38. The stock has a market cap of $8.40 billion, a PE ratio of 17.80 and a beta of 0.93.

Ryder System (NYSE:R) last posted its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07). Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The company had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. During the same period last year, the company earned $3.45 EPS. The business’s revenue for the quarter was down .4% compared to the same quarter last year. 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. As a group, analysts forecast that Ryder System will post 13.68 EPS for the current year.

Ryder System Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, February 17th will be given a $0.91 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.7%. Ryder System’s dividend payout ratio is currently 30.41%.

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.