Ryder System (NYSE:R) Stock Price Expected to Rise, Barclays Analyst Says

Ryder System (NYSE:R) had its target price raised by research analysts at Barclays from $220.00 to $250.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the transportation company’s stock. Barclays‘s target price points to a potential downside of 1.19% from the company’s current price.

R has been the subject of a number of other research reports. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Robert W. Baird upped their target price on Ryder System from $202.00 to $253.00 and gave the stock an “outperform” rating in a report on Friday. Susquehanna upped their target price on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. JPMorgan Chase & Co. upped their target price on Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a report on Friday. Finally, Wolfe Research reiterated a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Ryder System presently has an average rating of “Moderate Buy” and an average target price of $234.89.

Ryder System Stock Up 4.3%

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

Ryder System (NYSE:R) last posted its earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, topping analysts’ consensus estimates of $2.29 by $0.25. The company had revenue of $2.57 billion during the quarter, compared to analyst estimates of $3.11 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.Ryder System’s revenue was down .2% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.46 earnings per share. 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. On average, analysts forecast that Ryder System will post 14.23 earnings per share for the current fiscal year.

Insider Activity

In related news, COO John J. Diez sold 9,632 shares of the company’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 directly owned 183,810 shares of the company’s stock, valued at $40,842,582. This represents a 4.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Rajeev Ravindran sold 2,696 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $221.61, for a total value of $597,460.56. Following the completion of the transaction, the executive vice president directly owned 18,136 shares in the company, valued at approximately $4,019,118.96. The trade was a 12.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 130,673 shares of company stock worth $28,233,471. Company insiders own 4.90% of the company’s stock.

Hedge Funds Weigh In On Ryder System

Hedge funds have recently made changes to their positions in the company. Allianz Asset Management GmbH increased its position in shares of Ryder System by 254.1% in the 3rd 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 during the period. Thrivent Financial for Lutherans increased its position in shares of Ryder System by 76.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock valued at $12,628,000 after acquiring an additional 29,029 shares during the period. Asset Management One Co. Ltd. acquired a new position in shares of Ryder System in the 3rd quarter valued at $3,495,000. American Century Companies Inc. increased its position 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 acquiring an additional 9,404 shares during the period. Finally, New York State Common Retirement Fund increased its position in shares of Ryder System by 9.7% in the 3rd quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock valued at $5,992,000 after acquiring an additional 2,800 shares during the period. 87.47% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about 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.