Ryder System (NYSE:R) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Key Points

• Robert W. Baird raised its price target on Ryder to $253 (from $202) and kept an "outperform" rating, while the consensus remains a "Moderate Buy" with an average target of $221.56—implying modest upside from current levels.
• Q1 results were mixed: Ryder beat EPS expectations ($2.54 vs. $2.29) but missed revenue ($2.57B vs. ~$3.11B); management set FY2026 EPS guidance of 14.05–14.80 and Q2 guidance of 3.50–3.75.
• Significant insider selling: Executives including the CEO and SVP sold large blocks (totaling 130,673 shares worth ~$28.2M) in recent months, though insiders still own about 4.9% of the company.

Ryder System (NYSE:R - Get Free Report) had its target price increased by analysts at Robert W. Baird from $202.00 to $253.00 in a research report issued on Friday,Benzinga reports. The firm currently has an "outperform" rating on the transportation company's stock. Robert W. Baird's price target points to a potential upside of 4.23% from the company's current price.

Several other equities analysts also recently weighed in on the company. Wolfe Research reissued a "peer perform" rating on shares of Ryder System in a research report on Thursday, January 8th. Wells Fargo & Company upped their price objective on Ryder System from $210.00 to $236.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Citigroup cut their price objective on Ryder System from $245.00 to $239.00 and set a "buy" rating on the stock in a research report on Thursday, April 9th. Susquehanna upped their price objective on Ryder System from $235.00 to $250.00 and gave the company a "positive" rating in a research report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Ryder System in a research report on Thursday, January 22nd. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $221.56.

Ryder System Stock Performance

NYSE R opened at $242.73 on Friday. The company has a market cap of $9.57 billion, a P/E ratio of 20.28 and a beta of 0.93. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The business's 50 day moving average price is $210.91 and its 200-day moving average price is $194.13. Ryder System has a fifty-two week low of $133.06 and a fifty-two week high of $246.92.

Ryder System (NYSE:R - Get Free Report) last released its earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.25. The firm had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $3.11 billion. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company's revenue for the quarter was down .2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.46 EPS. 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. Sell-side analysts predict that Ryder System will post 14.23 earnings per share for the current year.

Insider Buying and Selling at Ryder System

In other news, SVP Sanford J. Hodes sold 10,527 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the transaction, the senior vice president owned 23,954 shares of the company's stock, valued at approximately $5,034,172.64. This represents a 30.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Robert E. Sanchez sold 41,779 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 40,828 shares in the company, valued at $9,116,892.40. The trade was a 50.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 130,673 shares of company stock worth $28,233,471. 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. Root Financial Partners LLC bought a new position in shares of Ryder System during the 3rd quarter worth $28,000. Los Angeles Capital Management LLC purchased a new stake in shares of Ryder System during the 4th quarter worth $31,000. Assetmark Inc. lifted its stake in shares of Ryder System by 421.9% during the 3rd quarter. Assetmark Inc. now owns 167 shares of the transportation company's stock worth $32,000 after purchasing an additional 135 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Ryder System during the 4th quarter worth $34,000. Finally, Optima Capital LLC purchased a new stake in shares of Ryder System during the 4th quarter worth $39,000. Institutional investors own 87.47% of the company's stock.

Key Ryder System News

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

• Positive Sentiment: Q1 EPS beat and solid profitability — Ryder reported $2.54 GAAP/non‑GAAP EPS versus ~$2.29 expected, showing margin resilience and a return on equity of ~17.7%, which supports investor confidence. Ryder Reports First Quarter 2026 Results
• Positive Sentiment: FY 2026 guidance set/raised — Ryder set FY 2026 EPS guidance at a range of 14.05–14.80 (above the consensus midpoint), and management expressed cautious optimism on the call, which investors view as constructive for full‑year earnings. Ryder Raises 2026 Earnings Outlook After Solid First Quarter
• Positive Sentiment: Analyst sentiment supportive — Brokerages maintain a constructive view (consensus "Moderate Buy"), which can amplify upside as investors re-rate shares after the quarter. Ryder System, Inc. Given Consensus Recommendation of "Moderate Buy" by Brokerages
• Neutral Sentiment: Earnings call detail — Management highlighted balanced growth, port‑to‑door logistics strength, and strategic priorities (slides/transcript available), helping investors parse durable vs. cyclical revenue drivers. Ryder System Exceeds Expectations in Q1 2026, Powered by Balanced Growth Strategy and Port-to-Door Logistics
• Neutral Sentiment: Full call transcript/analysis is available for deeper due diligence — useful for investors wanting management commentary on fleet, rental, and logistics trends. Ryder System, Inc. (R) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations and was essentially flat y/y — total revenue of $2.57B trailed consensus (~$3.11B) and was down ~0.2% year‑over‑year, a clear near‑term weakness investors must reconcile with the EPS beat. Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Near‑term guidance mixed — Q2 EPS guide (3.50–3.75) spans the Street and reads cautiously; investors may view the range as signaling uncertainty around freight volumes and margin drivers. Ryder System, Inc. Q1 2026 Earnings Call Summary
• Negative Sentiment: Macro/leadership uncertainty — commentary that the new CEO faces a freight‑market test highlights execution and demand risks that could pressure the shares if freight softens. Ryder earnings in focus as new CEO faces freight market test

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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