Ryder System (NYSE:R) Given New $236.00 Price Target at Wells Fargo & Company

Ryder System (NYSE:R) had its price target increased by Wells Fargo & Company from $210.00 to $236.00 in a research note published on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the transportation company’s stock.

R has been the subject of a number of other research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. JPMorgan Chase & Co. increased their price target on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Morgan Stanley increased their target price on shares of Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a report on Monday, December 8th. Finally, Citigroup raised their target price on Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $208.56.

Ryder System Price Performance

Shares of NYSE:R opened at $208.01 on Thursday. The company has a quick ratio of 1.02, a current ratio of 1.26 and a debt-to-equity ratio of 2.50. The stock has a market cap of $8.40 billion, a PE ratio of 17.38 and a beta of 0.96. The company’s fifty day moving average is $195.40 and its 200 day moving average is $184.75. Ryder System has a 52 week low of $125.54 and a 52 week high of $230.38.

Ryder System (NYSE:R) last announced its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) 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 for the quarter, compared to the consensus estimate of $3.21 billion. During the same period last year, the business posted $3.45 earnings per share. The firm’s quarterly revenue 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. Research analysts anticipate that Ryder System will post 13.68 earnings per share for the current year.

Ryder System Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be issued a dividend of $0.91 per share. 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 30.74%.

Institutional Investors Weigh In On Ryder System

Several hedge funds have recently made changes to their positions in the company. Root Financial Partners LLC bought a new position in Ryder System in the third quarter worth $28,000. Los Angeles Capital Management LLC purchased a new position in Ryder System during the 4th quarter valued at about $31,000. Assetmark Inc. lifted its position in Ryder System by 421.9% during the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock valued at $32,000 after acquiring an additional 135 shares during the period. Hantz Financial Services Inc. boosted its stake in Ryder System by 770.0% during the second quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock worth $28,000 after acquiring an additional 154 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Ryder System during the fourth quarter valued at approximately $34,000. 87.47% of the stock is currently owned by institutional investors.

Trending Headlines about Ryder System

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

• Positive Sentiment: Wells Fargo raised its price target on Ryder to $236 and initiated/maintained an “overweight” stance, signaling analyst conviction in upside from current levels. Article Title
• Neutral Sentiment: Earnings‑call takeaways emphasized structural strength in Ryder’s dedicated transportation and supply chain businesses, strategic initiatives and margin improvement opportunities that could support long‑term cash flow. Article Title
• Neutral Sentiment: Company slide deck and presentations from the Q4 call provide details on segment performance and the path to Ryder’s FY2026 targets — useful for modeling recovery scenarios. Article Title
• Negative Sentiment: Revenue and headline metrics disappointed: total Q4 revenue came in materially below consensus (about $2.6B vs ~ $3.2B est.), undermining the quarter’s EPS headline. Article Title
• Negative Sentiment: Ryder lowered near‑term profit expectations: Q1 FY2026 EPS guidance of $2.10–$2.35 and FY2026 EPS of $13.45–$14.45 both sit below Street estimates, prompting the biggest downward pressure on the stock. Article Title
• Negative Sentiment: Market commentary highlights the guidance miss as the proximate cause of the intraday pullback; several outlets note shares dipped on the outlook despite some beat/adjusted metric headlines. Article Title

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.