Ryder System (NYSE:R) Stock Price Expected to Rise, Barclays Analyst Says

Key Points

• Barclays has raised its price target for Ryder System from $190.00 to $220.00, indicating a potential 15.78% upside from the current stock price.
• Overall, Ryder System has received a consensus rating of "Moderate Buy", with several analysts upgrading their ratings and price targets in recent months.
• In its latest earnings report, Ryder System reported $3.32 earnings per share (EPS), surpassing expectations, and set guidance for Q3 2025 EPS in the range of 3.450 to 3.650.

Ryder System (NYSE:R - Get Free Report) had its price target upped by equities research analysts at Barclays from $190.00 to $220.00 in a report released on Thursday,Benzinga reports. The firm currently has an "overweight" rating on the transportation company's stock. Barclays's price target points to a potential upside of 15.78% from the stock's current price.

Several other equities research analysts have also recently weighed in on the stock. Baird R W raised shares of Ryder System to a "strong-buy" rating in a research report on Tuesday, July 1st. JPMorgan Chase & Co. upped their price target on shares of Ryder System from $165.00 to $173.00 and gave the stock a "neutral" rating in a research report on Tuesday, July 8th. Citigroup started coverage on shares of Ryder System in a research report on Monday, September 22nd. They issued a "buy" rating and a $217.00 price target for the company. Morgan Stanley upped their price target on shares of Ryder System from $175.00 to $190.00 and gave the stock an "overweight" rating in a research report on Monday, July 28th. Finally, Susquehanna started coverage on shares of Ryder System in a research report on Tuesday, July 15th. They issued a "positive" rating and a $215.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Ryder System currently has a consensus rating of "Moderate Buy" and a consensus price target of $193.22.

Ryder System Price Performance

Ryder System stock opened at $190.02 on Thursday. The stock has a market cap of $7.75 billion, a price-to-earnings ratio of 16.16 and a beta of 1.00. The company has a debt-to-equity ratio of 2.27, a current ratio of 0.82 and a quick ratio of 0.82. Ryder System has a 1 year low of $125.54 and a 1 year high of $191.00. The firm has a 50-day moving average of $183.44 and a two-hundred day moving average of $161.96.

Ryder System (NYSE:R - Get Free Report) last released its quarterly earnings data on Thursday, July 24th. The transportation company reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.11 by $0.21. The company had revenue of $3.19 billion during the quarter, compared to analysts' expectations of $3.17 billion. Ryder System had a net margin of 3.99% and a return on equity of 17.83%. The firm's quarterly revenue was up .2% on a year-over-year basis. During the same period in the previous year, the company earned $3.00 EPS. Ryder System has set its Q3 2025 guidance at 3.450-3.650 EPS. FY 2025 guidance at 12.850-13.300 EPS. On average, research analysts forecast that Ryder System will post 13.68 earnings per share for the current year.

Insider Activity

In related news, insider Thomas M. Havens sold 6,500 shares of the business's stock in a transaction that occurred on Wednesday, August 13th. The shares were sold at an average price of $181.77, for a total transaction of $1,181,505.00. Following the completion of the transaction, the insider owned 32,478 shares in the company, valued at $5,903,526.06. The trade was a 16.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Steve W. Martin sold 5,500 shares of the company's stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $186.98, for a total transaction of $1,028,390.00. Following the transaction, the executive vice president owned 24,235 shares in the company, valued at $4,531,460.30. The trade was a 18.50% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 41,618 shares of company stock worth $7,587,997 over the last 90 days. 5.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Corient Private Wealth LLC increased its stake in Ryder System by 2.5% during the 2nd quarter. Corient Private Wealth LLC now owns 7,211 shares of the transportation company's stock valued at $1,147,000 after purchasing an additional 175 shares in the last quarter. Texas Permanent School Fund Corp increased its stake in Ryder System by 7.3% during the 2nd quarter. Texas Permanent School Fund Corp now owns 42,332 shares of the transportation company's stock valued at $6,731,000 after purchasing an additional 2,888 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in Ryder System by 20.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 6,683 shares of the transportation company's stock valued at $1,063,000 after purchasing an additional 1,119 shares in the last quarter. Osaic Holdings Inc. increased its stake in Ryder System by 138.3% during the 2nd quarter. Osaic Holdings Inc. now owns 9,282 shares of the transportation company's stock valued at $1,476,000 after purchasing an additional 5,387 shares in the last quarter. Finally, Thrivent Financial for Lutherans increased its stake in shares of Ryder System by 28.9% in the second quarter. Thrivent Financial for Lutherans now owns 37,912 shares of the transportation company's stock worth $6,028,000 after acquiring an additional 8,504 shares during the period. Institutional investors and hedge funds own 87.47% of the company's stock.

Ryder System Company Profile

Ryder System, Inc operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers; access to diesel fuel; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website, as well as digital and technology support services.

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