Ryder System, Inc. (NYSE:R) Given Average Recommendation of “Moderate Buy” by Brokerages

Ryder System, Inc. (NYSE:R) has been given a consensus recommendation of “Moderate Buy” by the ten research firms that are currently covering the firm, Marketbeat reports. Three research analysts have rated the stock with a hold recommendation and seven have given a buy recommendation to the company. The average 1 year target price among brokerages that have issued ratings on the stock in the last year is $215.4444.

A number of analysts have weighed in on the company. Wells Fargo & Company upped their price target on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Morgan Stanley boosted their target price on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Susquehanna lifted their price target on shares of Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a report on Friday, February 13th. Finally, Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th.

Ryder System Price Performance

NYSE:R opened at $213.03 on Wednesday. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The company has a 50-day moving average of $202.72 and a 200-day moving average of $188.61. Ryder System has a 52 week low of $125.54 and a 52 week high of $230.38. The company has a market capitalization of $8.40 billion, a price-to-earnings ratio of 17.80 and a beta of 0.93.

Ryder System (NYSE:R) last posted its earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share 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 business had revenue of $2.60 billion during the quarter, compared to the consensus estimate of $3.21 billion. During the same period in the previous year, the firm earned $3.45 EPS. The business’s 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. As a group, equities research analysts anticipate that Ryder System will post 13.68 earnings per share for the current fiscal year.

Ryder System Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be paid a $0.91 dividend. 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 payout ratio is 30.41%.

Insider Buying and Selling at Ryder System

In other Ryder System news, COO John J. Diez sold 9,632 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $222.20, for a total value of $2,140,230.40. Following the transaction, the chief operating officer owned 183,810 shares of the company’s stock, valued at approximately $40,842,582. The trade was a 4.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Thomas M. Havens sold 12,571 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total value of $2,786,362.15. Following the sale, the insider owned 33,074 shares in the company, valued at $7,330,852.10. The trade was a 27.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 130,673 shares of company stock worth $28,233,471 over the last 90 days. Company insiders own 5.20% of the company’s stock.

Institutional Investors Weigh In On Ryder System

Several hedge funds and other institutional investors have recently made changes to their positions in the company. State Street Corp lifted its stake in shares of Ryder System by 0.4% during the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock valued at $317,251,000 after acquiring an additional 7,447 shares during the period. Orbis Allan Gray Ltd raised its holdings in Ryder System by 15.4% during the 2nd quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock worth $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Bank of America Corp DE lifted its position in Ryder System by 6.7% during the 2nd quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock valued at $157,111,000 after purchasing an additional 62,313 shares during the period. Sei Investments Co. lifted its position in Ryder System by 3.5% during the 3rd quarter. Sei Investments Co. now owns 883,338 shares of the transportation company’s stock valued at $166,633,000 after purchasing an additional 30,144 shares during the period. Finally, American Century Companies Inc. boosted its stake in shares of Ryder System by 1.1% in the 3rd quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company’s stock valued at $163,675,000 after purchasing an additional 9,404 shares during the last quarter. 87.47% of the stock is owned by institutional investors and hedge funds.

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.