Ryder System (NYSE:R) Price Target Raised to $250.00

Ryder System (NYSE:R) had its price target boosted by Susquehanna from $235.00 to $250.00 in a report issued on Friday morning,Benzinga reports. Susquehanna currently has a positive rating on the transportation company’s stock.

Several other research analysts also recently commented on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Citigroup boosted their target price on shares of Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Wells Fargo & Company increased their price target on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a report on Thursday. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Finally, JPMorgan Chase & Co. upped their price objective 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. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $215.44.

Ryder System Stock Performance

NYSE:R opened at $213.76 on Friday. The firm has a market capitalization of $8.43 billion, a PE ratio of 17.86 and a beta of 0.96. Ryder System has a 1 year low of $125.54 and a 1 year high of $230.38. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm’s fifty day simple moving average is $195.95 and its 200 day simple moving average is $185.06.

Ryder System (NYSE:R) last released its quarterly earnings results 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). The firm had revenue of $2.60 billion for the quarter, compared to the consensus estimate of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The firm’s revenue was down .4% on a year-over-year basis. During the same quarter last year, the company earned $3.45 earnings per share. 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. On average, sell-side analysts anticipate that Ryder System will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

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

Hedge Funds Weigh In On Ryder System

Several hedge funds have recently modified their holdings of R. Allianz Asset Management GmbH grew its stake in shares of Ryder System by 254.1% in the third quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock valued at $6,571,000 after acquiring an additional 24,996 shares in the last quarter. Thrivent Financial for Lutherans grew its position in shares of Ryder System by 76.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock worth $12,628,000 after purchasing an additional 29,029 shares in the last quarter. Asset Management One Co. Ltd. bought a new position in shares of Ryder System during the third quarter worth approximately $3,495,000. Genus Capital Management Inc. acquired a new stake in shares of Ryder System in the second quarter valued at approximately $1,463,000. Finally, New York State Common Retirement Fund boosted its stake in shares of Ryder System by 9.7% in the third quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock valued at $5,992,000 after buying an additional 2,800 shares during the period. Institutional investors own 87.47% of the company’s stock.

Key Ryder System News

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

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.