JPMorgan Chase & Co. Issues Positive Forecast for Ryder System (NYSE:R) Stock Price

Key Points

• JPMorgan Chase raised its price target on Ryder from $203 to $250 but kept a "neutral" rating, implying roughly a 0.9% downside from the stock's prior close.
• Ryder beat Q1 EPS ($2.54 vs. $2.29 est.) and raised FY‑2026 guidance to a 14.05–14.80 EPS range, sparking analyst upgrades and a mid‑day share rise to about $252 near its 12‑month high.
• Concerns remain as insiders sold heavily (130,673 shares, ~$28.2M over 90 days) and the company has elevated leverage (debt/equity ~2.24) with modest net margins (~3.95%), increasing sensitivity to rates and freight demand.

Ryder System (NYSE:R - Get Free Report) had its price target boosted by stock analysts at JPMorgan Chase & Co. from $203.00 to $250.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the transportation company's stock. JPMorgan Chase & Co.'s price objective indicates a potential downside of 0.88% from the stock's previous close.

R has been the subject of a number of other reports. Robert W. Baird increased their target price on Ryder System from $202.00 to $253.00 and gave the stock an "outperform" rating in a research note on Friday. Susquehanna increased their target price on Ryder System from $235.00 to $250.00 and gave the stock a "positive" rating in a research note on Friday, February 13th. Wells Fargo & Company increased their target price on Ryder System from $210.00 to $236.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. Wolfe Research reissued a "peer perform" rating on shares of Ryder System in a research note on Thursday, January 8th. Finally, Citigroup lowered their target price on Ryder System from $245.00 to $239.00 and set a "buy" rating for the company in a research note on Thursday, April 9th. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $227.44.

Ryder System Trading Up 4.0%

Shares of NYSE:R traded up $9.63 during mid-day trading on Friday, reaching $252.22. The stock had a trading volume of 110,930 shares, compared to its average volume of 378,203. The firm has a 50 day simple moving average of $210.91 and a two-hundred day simple moving average of $194.13. Ryder System has a twelve month low of $133.73 and a twelve month high of $252.28. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm has a market cap of $9.94 billion, a PE ratio of 21.06 and a beta of 0.93.

Ryder System (NYSE:R - Get Free Report) last posted its earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.29 by $0.25. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The business had revenue of $2.57 billion during the quarter, compared to analysts' expectations of $3.11 billion. During the same period in the prior year, the business earned $2.46 EPS. Ryder System's revenue for the quarter was down .2% compared to the same quarter last year. 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. On average, research analysts predict that Ryder System will post 14.23 EPS for the current fiscal year.

Insider Activity at Ryder System

In other news, CEO Robert E. Sanchez sold 41,779 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total value of $9,329,250.70. Following the completion of the sale, the chief executive officer owned 40,828 shares of the company's stock, valued at approximately $9,116,892.40. This represents a 50.58% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Thomas M. Havens sold 12,571 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $221.65, for a total value of $2,786,362.15. Following the completion of the sale, the insider directly owned 33,074 shares of the company's stock, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 130,673 shares of company stock worth $28,233,471. 4.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Ryder System

Large investors have recently made changes to their positions in the stock. Root Financial Partners LLC acquired a new stake in shares of Ryder System in the 3rd quarter valued at approximately $28,000. Los Angeles Capital Management LLC acquired a new stake in shares of Ryder System in the 4th quarter valued at approximately $31,000. Assetmark Inc. boosted its holdings in shares of Ryder System by 421.9% in the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company's stock valued at $32,000 after buying an additional 135 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Ryder System in the 4th quarter valued at approximately $34,000. Finally, Optima Capital LLC acquired a new stake in shares of Ryder System in the 4th quarter valued at approximately $39,000. Institutional investors and hedge funds 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 reported Q1 GAAP and comparable EPS above expectations (comparable EPS $2.54 vs. consensus ~$2.29), driven in part by strong used-vehicle sales and operational execution. Ryder Q1 2026 Earnings Call Highlights
• Positive Sentiment: Management raised FY‑2026 guidance to an EPS range of 14.05–14.80 and reiterated a Q2 range (3.50–3.75), which supports a stronger full‑year outlook and analyst upgrades. Ryder Raises 2026 Earnings Outlook
• Positive Sentiment: Robert W. Baird raised its price target from $202 to $253 and kept an “outperform” rating — a sign that some brokers view the quarter and guide as validating a premium multiple. Baird Raises Price Target
• Neutral Sentiment: Q2 guidance of $3.50–3.75 is broadly in line with Street expectations (consensus ~3.59) but the range leaves room for variability; investors will watch freight volumes and rental/asset disposition trends. Ryder Q1 Metrics vs Wall Street
• Neutral Sentiment: Analyst/street commentary and the earnings call transcript highlight confidence in Ryder’s “port‑to‑door” logistics and fleet strategies, but also note near‑term market uncertainty as a new CEO navigates freight market conditions. Earnings Call Transcript
• Negative Sentiment: Total revenue missed consensus materially ($2.57B reported vs. ~$3.11B est.), and revenue was roughly flat y/y — a sign growth drivers are uneven and could pressure investor enthusiasm absent continued margin or guidance improvements. Ryder Q1 2026 Results (BusinessWire)
• Negative Sentiment: Financials show leverage (debt/equity ~2.24) and modest net margins (~3.95%), which raise sensitivity to interest rates and cyclical freight demand — factors investors will watch as guidance plays out. Ryder Stock Profile

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.

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