JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Ryder System (NYSE:R) Stock

Ryder System (NYSE:R) had its target price raised by research analysts at JPMorgan Chase & Co. from $259.00 to $296.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “neutral” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 10.56% from the company’s current price.

R has been the topic of several other reports. Stephens raised shares of Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Wells Fargo & Company raised their target price on shares of Ryder System from $290.00 to $300.00 and gave the stock an “overweight” rating in a report on Friday. Citigroup downgraded shares of Ryder System from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 15th. Zacks Research lowered shares of Ryder System from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Finally, Barclays increased their price target on Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a research report on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Ryder System presently has a consensus rating of “Moderate Buy” and an average price target of $279.88.

Ryder System Trading Down 0.1%

Shares of NYSE:R opened at $267.72 on Friday. The company has a quick ratio of 0.68, a current ratio of 1.29 and a debt-to-equity ratio of 2.59. Ryder System has a 52-week low of $157.67 and a 52-week high of $284.25. The stock has a market cap of $10.36 billion, a price-to-earnings ratio of 21.78 and a beta of 1.01. The business has a 50-day moving average price of $262.32 and a 200-day moving average price of $229.01.

Ryder System (NYSE:R) last issued its earnings results on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The firm had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same quarter in the prior year, the firm earned $3.32 earnings per share. Ryder System’s revenue for the quarter was up 5.0% on a year-over-year basis. 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 predict that Ryder System will post 14.73 EPS for the current year.

Insider Activity at Ryder System

In related news, Director Luis P. Nieto, Jr. sold 720 shares of the 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 sale, the director directly owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. This represents a 2.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Sanford J. Hodes sold 595 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the sale, the senior vice president 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. 4.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Ryder System

Several hedge funds have recently modified their holdings of R. Norges Bank acquired a new position in Ryder System during the fourth quarter worth $111,168,000. JPMorgan Chase & Co. grew 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 valued at $134,937,000 after purchasing an additional 539,854 shares during the period. Orbis Allan Gray Ltd increased its stake in shares of Ryder System by 107.3% during the fourth quarter. Orbis Allan Gray Ltd now owns 974,620 shares of the transportation company’s stock worth $186,533,000 after purchasing an additional 504,404 shares in the last quarter. First Trust Advisors LP increased its stake in shares of 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 in the last quarter. Finally, AQR Capital Management LLC raised its position in shares of Ryder System by 53.3% during the 3rd 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 last quarter. 87.47% of the stock is owned by hedge funds and other 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

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.