JPMorgan Chase & Co. Raises Ryder System (NYSE:R) Price Target to $250.00

Ryder System (NYSE:R) had its price target upped by JPMorgan Chase & Co. from $203.00 to $250.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential downside of 1.19% from the stock’s current price.

Other equities research analysts have also recently issued reports about the stock. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Wells Fargo & Company increased their target price on shares of Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Citigroup lowered their target price on shares of 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, Robert W. Baird increased their target price on shares of Ryder System from $202.00 to $253.00 and gave the stock an “outperform” rating in a research note on Friday. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $234.89.

Ryder System Price Performance

Ryder System stock opened at $253.02 on Friday. Ryder System has a 12-month low of $133.73 and a 12-month high of $254.16. The stock has a market cap of $9.97 billion, a P/E ratio of 21.03 and a beta of 0.93. The company has a 50-day moving average price of $211.70 and a 200 day moving average price of $194.60. The company has a current ratio of 1.27, a quick ratio of 0.89 and a debt-to-equity ratio of 2.69.

Ryder System (NYSE:R) last released its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.25. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The firm had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $3.11 billion. During the same period last year, the business earned $2.46 earnings per share. Ryder System’s 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. Sell-side analysts anticipate that Ryder System will post 14.23 earnings per share for the current year.

Insider Activity at Ryder System

In other Ryder System news, Director E Follin Smith sold 32,230 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $207.61, for a total transaction of $6,691,270.30. Following the completion of the transaction, the director owned 1,549 shares of the company’s stock, valued at $321,587.89. This trade represents a 95.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Thomas M. Havens sold 12,571 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the completion of the transaction, the insider directly owned 33,074 shares of the company’s stock, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 130,673 shares of company stock valued at $28,233,471 over the last quarter. 4.90% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Root Financial Partners LLC purchased a new position in shares of Ryder System in the third quarter valued at approximately $28,000. Los Angeles Capital Management LLC purchased a new position in shares of Ryder System in the fourth quarter valued at approximately $31,000. Assetmark Inc. boosted its stake in shares of Ryder System by 421.9% in the third quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 135 shares during the period. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Ryder System in the fourth quarter valued at approximately $34,000. Finally, Optima Capital LLC purchased a new position in shares of Ryder System in the fourth quarter valued at approximately $39,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Key Stories Impacting Ryder System

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

• Positive Sentiment: Citigroup raised its price target to $276 and maintained a Buy rating — the largest analyst upside and a clear vote of confidence supporting the rally. Citigroup PT Raise
• Positive Sentiment: Ryder reported Q1 EPS of $2.54, beating estimates, and management raised its FY 2026 adjusted EPS outlook — a core catalyst for the bullish move. Zacks Q1 Earnings Beat
• Positive Sentiment: Earnings call highlights pointed to strong used-vehicle sales and favorable port-to-door logistics performance, helping margins and cash generation — positive operational signs for future free cash flow. Yahoo Earnings Call Highlights
• Positive Sentiment: Company press release and slide deck confirm the beat and the raised FY guidance (EPS range 14.05–14.80), which supports upward revisions to valuation models. BusinessWire Q1 Results
• Neutral Sentiment: Multiple brokerages updated targets after the print — Barclays to $250 (Overweight), JPMorgan to $250 (Neutral) and Robert W. Baird to $253 (Outperform) — these lifts signal analyst support but some targets still sit near or below the current market price. Analyst PT Raises
• Neutral Sentiment: Extensive coverage (earnings call transcript, presentation, and analyst notes) provides detail for investors to re-evaluate models; implications depend on how traders weigh EPS beats vs revenue softness. Earnings Call Transcript
• Negative Sentiment: Total revenue missed consensus (reported ~$2.57B vs. ~$3.11B est.), which tempers the headline beat and is a reason some analysts remain cautious. MarketBeat Revenue Details

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.