Ryder System (NYSE:R) Price Target Raised to $245.00

Ryder System (NYSE:R) had its price objective upped by Citigroup from $218.00 to $245.00 in a report published on Friday morning,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Several other equities research analysts also recently weighed in on R. Susquehanna upped their target price on shares of Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research note on Friday. JPMorgan Chase & Co. upped their price objective on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Wolfe Research reiterated a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Morgan Stanley upped their price target on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a report on Monday, December 8th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Ryder System currently has a consensus rating of “Moderate Buy” and an average target price of $215.44.

Ryder System Stock Up 2.8%

Ryder System stock opened at $213.76 on Friday. The company has a market capitalization of $8.43 billion, a PE ratio of 17.86 and a beta of 0.96. 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 fifty-two week low of $125.54 and a fifty-two week high of $230.38. The firm has a 50 day moving average price of $195.95 and a 200 day moving average price of $185.06.

Ryder System (NYSE:R) last released its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The firm had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. During the same quarter in the prior year, the business earned $3.45 earnings per share. The company’s quarterly revenue was down .4% on a year-over-year basis. 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 expect that Ryder System will post 13.68 earnings per share for the current year.

Ryder System Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is 30.41%.

Institutional Trading of Ryder System

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Hantz Financial Services Inc. grew its position in shares of Ryder System by 770.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock valued at $28,000 after buying an additional 154 shares during the last quarter. Root Financial Partners LLC acquired a new position in Ryder System in the third quarter valued at $28,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Ryder System by 237.0% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 182 shares of the transportation company’s stock valued at $29,000 after acquiring an additional 128 shares in the last quarter. MAI Capital Management grew its holdings in shares of Ryder System by 57.6% during the second quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock worth $30,000 after purchasing an additional 68 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of Ryder System during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 87.47% of the company’s stock.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Multiple broker upgrades and price-target increases: Citigroup raised its target from $218 to $245 and kept a “buy” call, implying meaningful upside; this is a direct catalyst for buying interest. Article Title
• Positive Sentiment: Susquehanna bumped its target to $250 (from $235) and maintained a “positive” rating, adding further analyst conviction behind the stock. Article Title
• Positive Sentiment: Wells Fargo raised its target to $236 (from $210) and set an “overweight” rating — another institutional endorsement supporting higher valuations. Article Title
• Positive Sentiment: Positive investor research and thematic coverage: Zacks published a piece arguing Ryder is a top long-term growth stock, which can attract momentum and retail flows. Why Ryder (R) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Dividend-focused coverage highlighted Ryder’s upcoming dividend as attractive to income investors, which can support the share price via yield-seeking demand. Article Title
• Neutral Sentiment: Analysts present mixed views across the industrials space — a Globe & Mail roundup notes conflicting sentiments on Ryder and peers, which may keep trading choppy despite the upgrades. Analysts Have Conflicting Sentiments on These Industrial Goods Companies
• Neutral Sentiment: Q4 2025 earnings call transcript was published — useful for detail-driven investors but largely already priced in; investors will focus on management commentary and FY26 guidance execution. Ryder System, Inc. Q4 2025 earnings call transcript
• Neutral Sentiment: Broader industry M&A headlines (Transocean/Valaris) are boosting energy and industrial sentiment overall but have no direct corporate link to Ryder; their market impact is indirect. Offshore Titans: Transocean Buys Valaris for $5.8B
• Negative Sentiment: Underlying fundamentals to watch: the recent quarter showed revenue below some estimates and only modest EPS beats/misses (per the earnings release and transcript). This creates execution risk if management misses its FY26 targets, which could reverse recent gains. Ryder System, Inc. Q4 2025 earnings call transcript

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.