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

Key Points

• Analysts rate Ryder System a “Moderate Buy.” Six analysts recommend buying the stock, five rate it a hold, and one gives it a strong-buy rating; the average 12-month price target is $294.14.
• Ryder exceeded quarterly EPS expectations, reporting $3.73 versus the $3.69 consensus estimate, while revenue rose 5% year over year to $2.69 billion. Management issued fiscal 2026 EPS guidance of $14.40–$14.80.
• The company raised its quarterly dividend to $1.01 per share, equivalent to an annualized $4.04 payout and a 1.6% yield. Institutional investors own 87.47% of Ryder, while insiders own 4.90%.

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

R has been the topic of a number of research reports. Susquehanna raised their price target on Ryder System from $290.00 to $310.00 and gave the stock a "positive" rating in a research note on Friday, July 24th. Wells Fargo & Company boosted their price objective on Ryder System from $290.00 to $300.00 and gave the company an "overweight" rating in a research note on Friday, July 24th. Stephens raised Ryder System to a "strong-buy" rating in a report on Wednesday, July 8th. Citigroup raised their target price on shares of Ryder System from $280.00 to $283.00 and gave the stock a "neutral" rating in a research report on Friday, July 24th. Finally, Zacks Research cut shares of Ryder System from a "strong-buy" rating to a "hold" rating in a report on Monday, June 22nd.

Insider Buying and Selling

In other Ryder System news, SVP Sanford J. Hodes sold 595 shares of Ryder System stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total value of $149,910.25. Following the transaction, the senior vice president directly owned 22,948 shares in the company, valued at approximately $5,781,748.60. The trade was a 2.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 4.90% of the company's stock.

Hedge Funds Weigh In On Ryder System

A number of hedge funds and other institutional investors have recently made changes to their positions in R. Keating Financial Advisory Services Inc. purchased a new stake in Ryder System during the 2nd quarter valued at approximately $26,000. Cedar Mountain Advisors LLC grew its stake in shares of Ryder System by 522.7% in the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company's stock valued at $28,000 after purchasing an additional 115 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Ryder System in the 2nd quarter valued at approximately $30,000. Los Angeles Capital Management LLC acquired a new position in shares of Ryder System in the fourth quarter valued at approximately $31,000. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company's stock valued at $41,000 after purchasing an additional 109 shares during the period. Hedge funds and other institutional investors own 87.47% of the company's stock.

Ryder System Price Performance

Shares of R opened at $246.00 on Wednesday. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.65 and a quick ratio of 0.65. Ryder System has a 1-year low of $157.67 and a 1-year high of $284.25. The stock has a market cap of $9.43 billion, a PE ratio of 20.02 and a beta of 1.02. The firm has a fifty day moving average price of $263.20 and a 200 day moving average price of $239.47.

Ryder System (NYSE:R - Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.69 by $0.04. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The company had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same quarter last year, the company posted $3.32 earnings per share. The business's quarterly revenue 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. As a group, sell-side analysts anticipate that Ryder System will post 14.74 EPS for the current year.

Ryder System Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be given a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, August 24th. This is an increase from Ryder System's previous quarterly dividend of $0.91. Ryder System's payout ratio is 32.87%.

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.

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