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

26 Oct 2026, 05:06 by Sarita Garza · The Markets Daily

Ryder System (NYSE:R – Free Report) had its price target lifted by Stephens from $280.00 to $305.00 in a report released on Friday,Benzinga reports. Stephens currently has an overweight rating on the transportation company’s stock.

R has been the topic of a number of other reports. Wells Fargo & Company upped their target price on shares of Ryder System from $290.00 to $300.00 and gave the company an “overweight” rating in a report on Friday, July 24th. Janney Montgomery Scott set a $285.00 price target on shares of Ryder System in a report on Thursday, October 8th. JPMorgan Chase & Co. raised shares of Ryder System from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $296.00 to $298.00 in a research report on Monday, October 5th. Wall Street Zen raised shares of Ryder System from a “buy” rating to a “strong-buy” rating in a research note on Monday, October 12th. Finally, Robert W. Baird restated a “neutral” rating and set a $245.00 target price (down from $290.00) on shares of Ryder System in a research report on Tuesday, September 29th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $292.44.

View Our Latest Stock Report on Ryder System

Ryder System Stock Performance

NYSE R opened at $270.24 on Friday. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 1.86. Ryder System has a 52-week low of $160.08 and a 52-week high of $284.25. The business’s 50-day moving average price is $242.45 and its 200 day moving average price is $249.54. The firm has a market cap of $10.33 billion, a P/E ratio of 20.60 and a beta of 1.05.

Ryder System (NYSE:R – Get Free Report) last posted its quarterly earnings results on Thursday, October 22nd. The transportation company reported $4.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.15 by $0.18. The firm had revenue of $2.76 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Ryder System had a net margin of 3.98% and a return on equity of 19.14%. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same period in the prior year, the company posted $3.57 earnings per share. On average, equities research analysts expect that Ryder System will post 15.07 earnings per share for the current year.

Ryder System Dividend Announcement

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

Institutional Trading of Ryder System

A number of hedge funds have recently made changes to their positions in R. MassMutual Private Wealth & Trust FSB boosted its stake in Ryder System by 36.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company’s stock valued at $42,000 after acquiring an additional 43 shares during the last quarter. Versant Capital Management Inc lifted its position in shares of Ryder System by 19.2% during the third quarter. Versant Capital Management Inc now owns 317 shares of the transportation company’s stock worth $72,000 after purchasing an additional 51 shares during the last quarter. Quantum Portfolio Management LLC lifted its position in shares of Ryder System by 2.1% during the first quarter. Quantum Portfolio Management LLC now owns 2,564 shares of the transportation company’s stock worth $525,000 after purchasing an additional 52 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of Ryder System by 0.8% during the fourth quarter. Corient Private Wealth LLC now owns 7,337 shares of the transportation company’s stock worth $1,404,000 after purchasing an additional 58 shares during the last quarter. Finally, Baird Financial Group Inc. grew its stake in Ryder System by 0.7% in the second quarter. Baird Financial Group Inc. now owns 9,441 shares of the transportation company’s stock worth $2,490,000 after purchasing an additional 61 shares in the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Ryder System News Summary

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.

Ryder System Company Profile

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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.