Susquehanna Issues Positive Forecast for Ryder System (NYSE:R) Stock Price

Ryder System (NYSE:R) had its target price upped by Susquehanna from $290.00 to $310.00 in a report published on Friday morning,Benzinga reports. They currently have a positive rating on the transportation company’s stock.

Several other brokerages have also recently issued reports on R. JPMorgan Chase & Co. lifted their price objective on Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Wells Fargo & Company raised their price target on Ryder System from $260.00 to $290.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. Zacks Research cut shares of Ryder System from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a research report on Wednesday, May 27th. Finally, Morgan Stanley increased their price target on shares of Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Ryder System presently has an average rating of “Moderate Buy” and an average target price of $279.88.

Ryder System Price Performance

Shares of NYSE R opened at $267.72 on Friday. The firm has a market capitalization of $10.36 billion, a P/E ratio of 21.78 and a beta of 1.01. Ryder System has a one year low of $157.67 and a one year high of $284.25. The company’s fifty day moving average is $262.32 and its two-hundred day moving average is $229.01. The company has a debt-to-equity ratio of 2.59, a quick ratio of 0.68 and a current ratio of 1.29.

Ryder System (NYSE:R) last announced its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, beating the consensus estimate of $3.69 by $0.04. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. The firm had revenue of $2.69 billion during the quarter, compared to analysts’ expectations of $3.29 billion. During the same quarter last year, the business earned $3.32 earnings per share. The business’s revenue for the quarter was up 5.0% compared to the same quarter last year. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. Analysts forecast that Ryder System will post 14.73 EPS for the current fiscal year.

Ryder System Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Monday, August 24th will be paid a $1.01 dividend. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. The ex-dividend date is Monday, August 24th. Ryder System’s payout ratio is presently 32.87%.

Insider Buying and Selling

In related news, Director Luis P. Nieto, Jr. sold 720 shares of Ryder System stock in a transaction on Monday, May 4th. The shares were sold at an average price of $235.79, for a total value of $169,768.80. Following the completion of the sale, the director owned 29,974 shares in the company, valued at approximately $7,067,569.46. The trade was a 2.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Sanford J. Hodes sold 595 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the transaction, the senior vice president owned 22,948 shares in the company, valued at $5,781,748.60. This trade represents a 2.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On Ryder System

Several large investors have recently modified their holdings of R. State Street Corp grew its position in shares of Ryder System by 0.4% in the 2nd quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock worth $317,251,000 after acquiring an additional 7,447 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Ryder System by 0.4% in the first quarter. Dimensional Fund Advisors LP now owns 1,621,947 shares of the transportation company’s stock worth $331,996,000 after purchasing an additional 6,652 shares during the period. First Trust Advisors LP increased its stake in Ryder System by 81.5% during the first quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company’s stock valued at $206,822,000 after purchasing an additional 453,697 shares during the last quarter. Orbis Allan Gray Ltd lifted its position in shares of Ryder System by 15.4% in the 2nd quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock worth $159,856,000 after buying an additional 134,423 shares during the last quarter. Finally, Bank of America Corp DE grew its position in shares of 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 buying an additional 62,313 shares during the last quarter. 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: Ryder beat Q2 expectations, reporting adjusted EPS of $3.73 versus estimates and posting 5% revenue growth year over year, with stronger Fleet Management Solutions performance and share repurchases helping results. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company also raised its 2026 earnings outlook, which suggests management sees continued momentum after the quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Susquehanna to $310, Wells Fargo to $300, JPMorgan to $296, and Citigroup to $283, signaling improved sentiment around the stock. Analyst updates via Benzinga
• Neutral Sentiment: Despite the upgrades, most firms kept a neutral or similar stance, suggesting analysts see upside but not a major change in the overall investment case. Tickerreport.com coverage
• Negative Sentiment: Revenue came in below the headline analyst estimate cited in some reports, and Ryder’s Q3 and FY2026 EPS guidance was slightly below consensus, which may temper some of the post-earnings enthusiasm. Zacks earnings analysis

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.