Ryder System, Inc. (NYSE:R) Receives Average Rating of "Moderate Buy" from Brokerages

Key Points

• Analyst sentiment is moderately bullish: Twelve analysts give Ryder System a consensus “Moderate Buy” rating, with an average 12-month price target of approximately $294.14.
• Institutional ownership is substantial: Hedge funds and other institutions own 87.47% of Ryder shares, with major new positions from BlackRock, Bank of America, Norges Bank and Bank of New York Mellon.
• Ryder raised its dividend and maintained earnings momentum: The quarterly dividend increased to $1.01 per share, while recent EPS of $3.73 exceeded expectations and fiscal 2026 guidance stands at $14.40–$14.80 per share.

Shares of Ryder System, Inc. (NYSE:R - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twelve analysts that are currently covering the firm, Marketbeat.com reports. Five analysts have rated the stock with a hold rating, six have issued a buy rating and one has assigned a strong buy rating to the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $294.1429.

A number of equities research analysts recently issued reports on R shares. Citizens Jmp initiated coverage on shares of Ryder System in a research note on Wednesday, July 15th. They set a "market perform" rating on the stock. Wall Street Zen cut shares of Ryder System from a "strong-buy" rating to a "buy" rating in a research note on Saturday, September 12th. Citigroup boosted their target price on shares of Ryder System from $280.00 to $283.00 and gave the stock a "neutral" rating in a report on Friday, July 24th. Wells Fargo & Company increased their price target on shares of Ryder System from $290.00 to $300.00 and gave the company an "overweight" rating in a report on Friday, July 24th. Finally, Morgan Stanley upped their price objective on Ryder System from $263.00 to $280.00 and gave the company an "overweight" rating in a research report on Monday, July 6th.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in shares of Ryder System in the second quarter valued at $1,060,749,000. Bank of America Corp DE bought a new position in Ryder System during the 2nd quarter valued at about $207,689,000. Norges Bank bought a new position in Ryder System during the 4th quarter valued at about $111,168,000. Bank of New York Mellon Corp purchased a new stake in Ryder System in the 2nd quarter worth about $136,320,000. Finally, First Trust Advisors LP raised its position in Ryder System by 81.5% in the 1st quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company's stock worth $206,822,000 after purchasing an additional 453,697 shares during the period. 87.47% of the stock is owned by hedge funds and other institutional investors.

Ryder System Price Performance

NYSE:R opened at $238.15 on Friday. The business's 50-day moving average is $255.83 and its 200 day moving average is $242.62. Ryder System has a 12 month low of $157.67 and a 12 month high of $284.25. The company has a market capitalization of $9.13 billion, a P/E ratio of 19.38 and a beta of 1.01. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91.

Ryder System (NYSE:R - Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, beating the consensus estimate of $3.69 by $0.04. The business had revenue of $2.69 billion during the quarter, compared to analysts' expectations of $3.29 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The firm's revenue for the quarter was up 5.0% compared to the same quarter last year. During the same quarter last year, the business posted $3.32 EPS. 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. On average, equities research analysts forecast that Ryder System will post 14.74 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Monday, August 24th were issued a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 1.7%. The ex-dividend date was Monday, August 24th. This is a boost from Ryder System's previous quarterly dividend of $0.91. Ryder System's payout ratio is currently 32.87%.

Ryder System Company Profile

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. The company serves commercial customers across industries, helping them manage the movement, storage and delivery of goods through integrated transportation and logistics solutions.

Ryder's fleet management offerings include commercial truck leasing, rental, maintenance and related support services. It also sells used vehicles and provides technology designed to help customers monitor fleets, improve utilization and manage transportation operations.

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