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

Ryder System (NYSE:R) had its price objective boosted by analysts at Citigroup from $239.00 to $276.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the transportation company’s stock. Citigroup’s price objective suggests a potential upside of 9.08% from the company’s previous close.

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

Ryder System Stock Up 4.3%

Ryder System stock opened at $253.02 on Friday. The company has a debt-to-equity ratio of 2.69, a current ratio of 1.27 and a quick ratio of 0.89. The stock has a market capitalization of $9.97 billion, a price-to-earnings ratio of 21.03 and a beta of 0.93. Ryder System has a 1-year low of $133.73 and a 1-year high of $254.16. The business has a fifty day moving average price of $211.70 and a 200-day moving average price of $194.60.

Ryder System (NYSE:R) last posted its quarterly earnings data 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 firm had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $3.11 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The business’s quarterly revenue was down .2% on a year-over-year basis. During the same quarter last year, the firm earned $2.46 EPS. 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. Equities research analysts forecast that Ryder System will post 14.23 EPS for the current fiscal year.

Insider Buying and Selling at Ryder System

In other Ryder System news, EVP Rajeev Ravindran sold 14,367 shares of Ryder System stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $211.73, for a total transaction of $3,041,924.91. Following the completion of the transaction, the executive vice president owned 20,832 shares in the company, valued at approximately $4,410,759.36. This trade represents a 40.82% decrease in their position. The transaction was disclosed in a filing with the SEC, 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 shares were sold at an average price of $223.30, for a total value of $9,329,250.70. Following the transaction, the chief executive officer owned 40,828 shares of the company’s stock, valued at $9,116,892.40. The trade was a 50.58% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 130,673 shares of company stock worth $28,233,471. Insiders own 4.90% of the company’s stock.

Hedge Funds Weigh In On Ryder System

A number of institutional investors have recently modified their holdings of the stock. Root Financial Partners LLC raised its stake in shares of Ryder System by 45.5% during the 1st quarter. Root Financial Partners LLC now owns 243 shares of the transportation company’s stock valued at $50,000 after buying an additional 76 shares during the last quarter. James Investment Research Inc. grew its position in shares of Ryder System by 24.8% during the 1st quarter. James Investment Research Inc. now owns 12,836 shares of the transportation company’s stock valued at $2,628,000 after acquiring an additional 2,550 shares during the period. Pictet Asset Management Holding SA grew its position in shares of Ryder System by 4.0% during the 1st quarter. Pictet Asset Management Holding SA now owns 6,342 shares of the transportation company’s stock valued at $1,298,000 after acquiring an additional 241 shares during the period. Braun Stacey Associates Inc. acquired a new stake in shares of Ryder System during the 1st quarter valued at about $12,189,000. Finally, Louisiana State Employees Retirement System acquired a new stake in shares of Ryder System during the 1st quarter valued at about $2,334,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

More Ryder System News

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

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.