Ryder System (NYSE:R) Issues FY 2026 Earnings Guidance

Ryder System (NYSE:R) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 13.450-14.450 for the period, compared to the consensus estimate of 14.750. The company issued revenue guidance of -, compared to the consensus revenue estimate of $13.0 billion. Ryder System also updated its Q1 2026 guidance to 2.100-2.350 EPS.

Ryder System Price Performance

Shares of Ryder System stock opened at $212.41 on Wednesday. The company’s fifty day simple moving average is $194.05 and its two-hundred day simple moving average is $184.36. Ryder System has a 12-month low of $125.54 and a 12-month high of $218.36. The firm has a market cap of $8.58 billion, a PE ratio of 17.94 and a beta of 0.96. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 2.35.

Ryder System (NYSE:R) last issued its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). The firm had revenue of $2.60 billion for the quarter, compared to the consensus estimate of $3.21 billion. Ryder System had a net margin of 3.96% and a return on equity of 17.69%. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. As a group, equities analysts expect that Ryder System will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be issued a $0.91 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $3.64 annualized dividend and a yield of 1.7%. Ryder System’s dividend payout ratio (DPR) is 30.74%.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Morgan Stanley lifted their price target on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a report on Monday, December 8th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Wells Fargo & Company started coverage on shares of Ryder System in a research report on Friday, December 5th. They issued an “overweight” rating and a $210.00 target price for the company. Finally, JPMorgan Chase & Co. lifted their target price on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $205.67.

Institutional Trading of Ryder System

Hedge funds and other institutional investors have recently modified their holdings of the business. AQR Capital Management LLC increased its stake in shares of Ryder System by 53.3% in the 3rd quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company’s stock worth $134,855,000 after acquiring an additional 250,432 shares in the last quarter. BNP Paribas Financial Markets increased its stake in shares of Ryder System by 369.4% during the third quarter. BNP Paribas Financial Markets now owns 196,968 shares of the transportation company’s stock valued at $37,156,000 after purchasing an additional 155,007 shares in the last quarter. Orbis Allan Gray Ltd lifted its holdings in shares of Ryder System by 15.4% during the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock valued at $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Treasurer of the State of North Carolina lifted its holdings in shares of Ryder System by 294.5% during the second quarter. Treasurer of the State of North Carolina now owns 160,242 shares of the transportation company’s stock valued at $25,478,000 after purchasing an additional 119,618 shares during the last quarter. Finally, UBS Group AG boosted its position in shares of Ryder System by 40.1% in the 3rd quarter. UBS Group AG now owns 267,077 shares of the transportation company’s stock worth $50,381,000 after purchasing an additional 76,441 shares in the last quarter. 87.47% of the stock is owned by hedge funds and other institutional investors.

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.