Barclays Forecasts Strong Price Appreciation for Ryder System (NYSE:R) Stock

Key Points

• Barclays raised Ryder System’s price target to $315 from $300 and maintained an “overweight” rating, implying roughly 20% upside from the stock’s cited price.
• Analyst sentiment is broadly positive: Ryder has seven Buy ratings and five Holds, resulting in a “Moderate Buy” consensus rating and an average price target of $288.11.
• Ryder exceeded third-quarter EPS expectations with $4.33 versus $4.15 consensus, while revenue rose 8.3% year over year to $2.76 billion but fell below estimates; management also raised its 2026 EPS outlook to $14.85–$15.05.

Ryder System (NYSE:R - Get Free Report) had its price target hoisted by equities research analysts at Barclays from $300.00 to $315.00 in a research report issued on Friday, Benzinga reports. The brokerage presently has an "overweight" rating on the transportation company's stock. Barclays's price objective points to a potential upside of 20.27% from the stock's current price.

A number of other equities analysts have also commented on R. Wells Fargo & Company increased their price target on Ryder System from $290.00 to $300.00 and gave the company an "overweight" rating in a research note on Friday, July 24th. Citigroup reaffirmed a "market perform" rating on shares of Ryder System in a research note on Friday. Morgan Stanley upgraded Ryder System from an "overweight" rating to a "buy" rating in a research report on Monday, October 5th. Janney Montgomery Scott set a $285.00 target price on Ryder System in a research report on Thursday, October 8th. Finally, Stephens raised their target price on shares of Ryder System from $280.00 to $305.00 and gave the company an "overweight" rating in a report on Friday. Seven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $288.11.

Ryder System Price Performance

R traded down $3.62 during trading on Friday, hitting $261.91. 47,854 shares of the company traded hands, compared to its average volume of 358,727. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. The company has a market cap of $10.04 billion, a PE ratio of 21.37 and a beta of 1.05. The stock's 50-day simple moving average is $242.32 and its two-hundred day simple moving average is $249.09. Ryder System has a 1 year low of $160.08 and a 1 year high of $284.25.

Ryder System (NYSE:R - Get Free Report) last announced its quarterly earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, topping the consensus estimate of $4.15 by $0.18. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. The business had revenue of $2.76 billion for the quarter, compared to analysts' expectations of $3.38 billion. During the same quarter in the previous year, the company earned $3.57 EPS. The business's quarterly revenue was up 8.3% compared to the same quarter last year. As a group, sell-side analysts anticipate that Ryder System will post 14.74 earnings per share for the current fiscal year.

Institutional Trading of Ryder System

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. BlackRock Inc. bought a new position in shares of Ryder System in the second quarter worth about $1,060,749,000. Dimensional Fund Advisors LP increased its stake in Ryder System by 0.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,621,947 shares of the transportation company's stock worth $331,996,000 after buying an additional 6,652 shares during the period. Bank of America Corp DE bought a new stake in Ryder System during the 2nd quarter valued at about $207,689,000. First Trust Advisors LP lifted its holdings in Ryder System by 81.5% during the 1st quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company's stock valued at $206,822,000 after buying an additional 453,697 shares in the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in Ryder System in the 2nd quarter valued at about $136,320,000. Hedge funds and other institutional investors own 87.47% of the company's stock.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Ryder reported third-quarter comparable EPS of $4.33, up from $3.57 a year earlier and above the approximately $4.15–$4.17 analyst consensus. Comparable earnings before taxes rose to $234 million from $200 million, marking the company’s eighth consecutive quarter of comparable EPS growth. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 EPS outlook to $14.85–$15.05, above the $14.68 consensus estimate. The stronger outlook suggests continued earnings momentum despite an uneven transportation environment.
• Positive Sentiment: Stephens raised its price target from $280 to $305 and maintained an “overweight” rating, implying approximately 14.7% upside from the referenced share price. Stephens Ryder price target update
• Neutral Sentiment: Fourth-quarter EPS guidance of $4.25–$4.45 brackets the $4.27 consensus estimate, indicating expectations are broadly in line for the next quarter.
• Negative Sentiment: Reported revenue of $2.76 billion increased 8.3% year over year but was below the cited $3.38 billion consensus estimate. Ryder’s $10.7 billion full-year revenue guidance is also below the referenced $13.3 billion consensus, potentially raising concerns about revenue comparisons or softer volume growth even as profitability improves.

Ryder System Company Profile

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.

Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.

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