Susquehanna Forecasts Strong Price Appreciation for Ryder System (NYSE:R) Stock

Ryder System (NYSE:R) had its target price upped by equities researchers at Susquehanna from $290.00 to $310.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “positive” rating on the transportation company’s stock. Susquehanna’s price objective would suggest a potential upside of 15.79% from the stock’s current price.

A number of other analysts have also commented on the stock. Barclays lifted their target price on shares of Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, June 26th. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research note on Wednesday, May 27th. Stephens upgraded Ryder System to a “strong-buy” rating in a research report on Wednesday, July 8th. Zacks Research cut Ryder System from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Finally, Morgan Stanley upped their price objective on Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a report on Monday, July 6th. One investment 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. Based on data from MarketBeat.com, Ryder System presently has an average rating of “Moderate Buy” and a consensus target price of $279.88.

Ryder System Stock Down 0.1%

Shares of NYSE R opened at $267.72 on Friday. Ryder System has a 1 year low of $157.67 and a 1 year high of $284.25. The firm’s 50-day moving average is $262.32 and its 200-day moving average is $229.01. The company has a current ratio of 1.29, a quick ratio of 0.68 and a debt-to-equity ratio of 2.59. The firm has a market capitalization of $10.36 billion, a PE ratio of 21.78 and a beta of 1.01.

Ryder System (NYSE:R) last posted its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, topping analysts’ consensus estimates of $3.69 by $0.04. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. The business had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $3.29 billion. During the same period in the previous year, the firm posted $3.32 earnings per share. Ryder System’s revenue for the quarter was up 5.0% compared to the same quarter last year. 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. Equities analysts expect that Ryder System will post 14.73 EPS for the current year.

Insider Buying and Selling at Ryder System

In other news, SVP Sanford J. Hodes sold 595 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total value of $149,910.25. Following the completion of the transaction, the senior vice president owned 22,948 shares of the company’s stock, valued at $5,781,748.60. The trade was a 2.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 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 $7,067,569.46. This trade represents a 2.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 4.90% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Royal Bank of Canada increased its holdings in shares of Ryder System by 52.8% in the first quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company’s stock worth $2,267,000 after acquiring an additional 5,448 shares in the last quarter. Focus Partners Wealth raised its position in shares of Ryder System by 7.9% during the first quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after purchasing an additional 135 shares during the period. Geneos Wealth Management Inc. lifted its holdings in shares of Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 109 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Ryder System by 10.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock valued at $189,000 after purchasing an additional 110 shares in the last quarter. Finally, M&T Bank Corp grew its position in shares of Ryder System by 10.9% in the 2nd quarter. M&T Bank Corp now owns 2,153 shares of the transportation company’s stock valued at $343,000 after purchasing an additional 212 shares during the period. 87.47% of the stock is currently owned by institutional investors.

Ryder System News Summary

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.