Ryder System (NYSE:R) Trading 6.5% Higher After Earnings Beat

Ryder System, Inc. (NYSE:R)’s stock price traded up 6.5% on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $240.01 and last traded at $242.3480. 63,593 shares changed hands during mid-day trading, a decline of 83% from the average session volume of 372,965 shares. The stock had previously closed at $227.58.

The transportation company reported $2.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $0.25. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The firm had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $3.11 billion. During the same period in the prior year, the firm earned $2.46 EPS. The firm’s quarterly revenue was down .2% compared to the same quarter last year. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS.

Ryder System Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th were paid a dividend of $0.91 per share. The ex-dividend date was Tuesday, February 17th. This represents a $3.64 annualized dividend and a dividend yield of 1.5%. Ryder System’s dividend payout ratio (DPR) is currently 30.41%.

Key Ryder System News

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

• Positive Sentiment: Ryder beat on EPS — comparable (non‑GAAP) EPS of $2.54 topped consensus and prior-year results, signaling stronger profitability per share than expected. Ryder Reports First Quarter 2026 Results
• Positive Sentiment: Management raised FY‑2026 guidance to $14.05–$14.80 and issued Q2 EPS guidance of $3.50–$3.75, with the FY range’s high end above consensus — a signal of confidence in 2026 earnings power. Ryder Raises 2026 Earnings Outlook After Solid First Quarter
• Positive Sentiment: Analyst sentiment is supportive — brokerage consensus rates the stock as a “Moderate Buy,” which can amplify upside momentum after a strong report. Ryder System, Inc. (NYSE:R) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Management commentary and the full earnings-call transcript provide context on fleet utilization, rental trends and how the new CEO plans to navigate the freight market — important for medium‑term execution but not an immediate catalyst. Ryder System, Inc. (R) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations — total revenue of ~$2.57B fell short of estimates (~$3.11B) and was down year‑over‑year, raising questions about demand trends and top‑line resilience even as per‑share earnings beat. Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Wall Street Analysts Forecast Growth

R has been the subject of several recent analyst reports. Wells Fargo & Company raised their target price on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Citigroup lowered their target price on Ryder System from $245.00 to $239.00 and set a “buy” rating for the company in a research note on Thursday, April 9th. Finally, Susquehanna raised their target price on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $214.78.

Insiders Place Their Bets

In related news, insider Thomas M. Havens sold 12,571 shares of Ryder System stock in a transaction dated 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 completion of the transaction, the insider directly owned 33,074 shares in the company, valued at approximately $7,330,852.10. This trade represents a 27.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Robert E. Sanchez sold 41,779 shares of Ryder System stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total value of $9,329,250.70. Following the completion of the transaction, the chief executive officer owned 40,828 shares of the company’s stock, valued at $9,116,892.40. This trade represents a 50.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 130,673 shares of company stock valued at $28,233,471. 4.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On Ryder System

A number of hedge funds have recently bought and sold shares of the company. Pictet Asset Management Holding SA grew its stake in Ryder System by 4.0% in the first quarter. Pictet Asset Management Holding SA now owns 6,342 shares of the transportation company’s stock worth $1,298,000 after purchasing an additional 241 shares in the last quarter. Braun Stacey Associates Inc. acquired a new position in Ryder System in the first quarter worth about $12,189,000. Louisiana State Employees Retirement System bought a new position in Ryder System in the first quarter worth about $2,334,000. Kestra Private Wealth Services LLC lifted its holdings in Ryder System by 32.4% in the first quarter. Kestra Private Wealth Services LLC now owns 3,242 shares of the transportation company’s stock worth $664,000 after acquiring an additional 793 shares during the last quarter. Finally, Ritholtz Wealth Management lifted its holdings in Ryder System by 27.0% in the first quarter. Ritholtz Wealth Management now owns 7,103 shares of the transportation company’s stock worth $1,454,000 after acquiring an additional 1,510 shares during the last quarter. 87.47% of the stock is currently owned by institutional investors and hedge funds.

Ryder System Stock Up 6.7%

The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 0.89. The stock’s fifty day simple moving average is $210.91 and its 200-day simple moving average is $194.13. The stock has a market cap of $9.57 billion, a P/E ratio of 20.28 and a beta of 0.93.

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.