Ryder System (NYSE:R) Stock Rating Upgraded by Wall Street Zen

Key Points

• Wall Street Zen upgraded Ryder from "hold" to "buy", and other brokers have lifted targets—seven Buy vs three Hold—leaving a consensus "Moderate Buy" with an average price target of $234.89.
• Ryder beat Q1 EPS estimates ($2.54 vs. $2.29) but missed revenue (~$2.57B vs. ~$3.11B), yet management raised FY2026 adjusted EPS guidance to 14.05–14.80, helping the stock rally about 4.3%.
• Insiders sold roughly 130,673 shares (~$28.2M) last quarter while institutional investors own about 87.5% of the stock, highlighting heavy institutional ownership amid insider reductions.

Ryder System (NYSE:R - Get Free Report) was upgraded by stock analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a research note issued to investors on Saturday.

Other research analysts also recently issued reports about the company. Susquehanna increased their price objective on Ryder System from $235.00 to $250.00 and gave the company a "positive" rating in a research note on Friday, February 13th. Wells Fargo & Company increased their price objective on Ryder System from $210.00 to $236.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Robert W. Baird increased their price objective on Ryder System from $202.00 to $253.00 and gave the company an "outperform" rating in a research note on Friday. JPMorgan Chase & Co. increased their price objective on Ryder System from $203.00 to $250.00 and gave the company a "neutral" rating in a research note on Friday. Finally, Wolfe Research reissued a "peer perform" rating on shares of Ryder System in a research note on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Ryder System currently has an average rating of "Moderate Buy" and an average price target of $234.89.

Ryder System Stock Up 4.3%

NYSE R opened at $253.02 on Friday. The business has a fifty day moving average price of $211.70 and a 200 day moving average price of $194.54. Ryder System has a one year low of $133.73 and a one year high of $254.16. The company has a debt-to-equity ratio of 2.69, a quick ratio of 0.89 and a current ratio of 1.27. The company has a market cap of $9.97 billion, a P/E ratio of 21.03 and a beta of 0.93.

Ryder System (NYSE:R - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 EPS for the quarter, beating the consensus estimate of $2.29 by $0.25. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The firm had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $3.11 billion. During the same period in the prior year, the company earned $2.46 EPS. The firm's revenue 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. Research analysts anticipate that Ryder System will post 14.23 EPS for the current fiscal year.

Insider Activity

In related news, EVP Rajeev Ravindran sold 2,696 shares of the firm's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $221.61, for a total transaction of $597,460.56. Following the completion of the sale, the executive vice president directly owned 18,136 shares in the company, valued at approximately $4,019,118.96. This trade represents a 12.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO John J. Diez sold 9,632 shares of the firm's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $222.20, for a total transaction of $2,140,230.40. Following the sale, the chief operating officer owned 183,810 shares of the company's stock, valued at approximately $40,842,582. The trade was a 4.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 130,673 shares of company stock valued at $28,233,471 in the last quarter. Insiders own 4.90% of the company's stock.

Institutional Investors Weigh In On Ryder System

Several hedge funds and other institutional investors have recently bought and sold shares of the company. State Street Corp increased its position in Ryder System by 0.4% during the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company's stock worth $317,251,000 after purchasing an additional 7,447 shares during the last quarter. Orbis Allan Gray Ltd increased its position in shares of Ryder System by 15.4% during the 2nd quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company's stock worth $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Bank of America Corp DE increased its position in shares of Ryder System by 6.7% during the 2nd quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company's stock worth $157,111,000 after purchasing an additional 62,313 shares during the last quarter. Sei Investments Co. increased its position in shares of Ryder System by 3.5% during the 3rd quarter. Sei Investments Co. now owns 883,338 shares of the transportation company's stock worth $166,633,000 after purchasing an additional 30,144 shares during the last quarter. Finally, American Century Companies Inc. increased its position in shares of Ryder System by 1.1% during the 3rd quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company's stock worth $163,675,000 after purchasing an additional 9,404 shares during the last quarter. 87.47% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Ryder System

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

• Positive Sentiment: Citigroup raised its price target to $276 and maintained a Buy rating — the largest analyst upside and a clear vote of confidence supporting the rally. Citigroup PT Raise
• Positive Sentiment: Ryder reported Q1 EPS of $2.54, beating estimates, and management raised its FY 2026 adjusted EPS outlook — a core catalyst for the bullish move. Zacks Q1 Earnings Beat
• Positive Sentiment: Earnings call highlights pointed to strong used-vehicle sales and favorable port-to-door logistics performance, helping margins and cash generation — positive operational signs for future free cash flow. Yahoo Earnings Call Highlights
• Positive Sentiment: Company press release and slide deck confirm the beat and the raised FY guidance (EPS range 14.05–14.80), which supports upward revisions to valuation models. BusinessWire Q1 Results
• Neutral Sentiment: Multiple brokerages updated targets after the print — Barclays to $250 (Overweight), JPMorgan to $250 (Neutral) and Robert W. Baird to $253 (Outperform) — these lifts signal analyst support but some targets still sit near or below the current market price. Analyst PT Raises
• Neutral Sentiment: Extensive coverage (earnings call transcript, presentation, and analyst notes) provides detail for investors to re-evaluate models; implications depend on how traders weigh EPS beats vs revenue softness. Earnings Call Transcript
• Negative Sentiment: Total revenue missed consensus (reported ~$2.57B vs. ~$3.11B est.), which tempers the headline beat and is a reason some analysts remain cautious. MarketBeat Revenue Details

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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