Ryder System (NYSE:R) Price Target Raised to $236.00

Ryder System (NYSE:R) had its target price lifted by analysts at Wells Fargo & Company from $210.00 to $236.00 in a research report issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Wells Fargo & Company‘s price target would suggest a potential upside of 10.13% from the company’s previous close.

Other research analysts also recently issued research reports about the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Morgan Stanley boosted their price target on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Citigroup raised their target price on shares of Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, JPMorgan Chase & Co. raised their price objective on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $208.56.

Ryder System Stock Down 1.4%

Shares of R stock traded down $3.03 during trading on Thursday, reaching $214.28. The company’s stock had a trading volume of 20,404 shares, compared to its average volume of 354,486. The stock’s 50-day moving average price is $194.84 and its 200 day moving average price is $184.59. The company has a debt-to-equity ratio of 2.35, a current ratio of 1.02 and a quick ratio of 1.02. The company has a market capitalization of $8.65 billion, a price-to-earnings ratio of 18.17 and a beta of 0.96. Ryder System has a 1-year low of $125.54 and a 1-year high of $230.38.

Ryder System (NYSE:R) last announced its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a return on equity of 17.69% and a net margin of 3.96%.The company had revenue of $2.60 billion for the quarter, compared to analyst estimates of $3.21 billion. During the same quarter in the prior year, the business earned $3.45 earnings per share. Ryder System’s revenue was down .4% compared to the same quarter last year. 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. On average, research analysts anticipate that Ryder System will post 13.68 EPS for the current year.

Institutional Investors Weigh In On Ryder System

Large investors have recently added to or reduced their stakes in the business. Hantz Financial Services Inc. lifted its position in shares of Ryder System by 770.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 174 shares of the transportation company’s stock valued at $28,000 after acquiring an additional 154 shares during the period. Root Financial Partners LLC bought a new position in shares of Ryder System in the 3rd quarter worth about $28,000. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Ryder System by 237.0% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 182 shares of the transportation company’s stock valued at $29,000 after acquiring an additional 128 shares during the period. MAI Capital Management increased its holdings in shares of Ryder System by 57.6% during the second quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock valued at $30,000 after acquiring an additional 68 shares in the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in Ryder System in the 4th quarter valued at about $31,000. Institutional investors own 87.47% of the company’s stock.

Ryder System News Summary

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

• Positive Sentiment: Adjusted (non‑GAAP) EPS improved year‑over‑year to $3.59, showing underlying profit resilience in the quarter; management emphasized strategic initiatives and strength in Dedicated Transportation and Supply Chain segments. Why Did Ryder System Stock Gain Today?
• Positive Sentiment: Earnings‑call commentary highlighted “structural strength” and operational improvements that management says are driving margin durability and cash generation, supporting longer‑term outlook assumptions. Ryder System Earnings Call Highlights Structural Strength
• Neutral Sentiment: Company published the full Q4 presentation and call materials (useful for modelers and analysts re‑running estimates). Ryder System, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: BusinessWire press release provides GAAP and comparable metrics and reconciliations — needed to reconcile headline EPS to street estimates. Ryder Reports Fourth Quarter 2025 Results and Provides 2026 Outlook
• Negative Sentiment: Q1 2026 EPS guidance (2.10–2.35) came in well below consensus (~3.25), a large near‑term miss that forced analysts to trim models and sparked selling pressure. Ryder shares dip 2% as 2026 guidance disappoints
• Negative Sentiment: FY 2026 EPS guidance (13.45–14.45) was set below the street (~14.75), leaving less upside for analysts and reducing near‑term multiple expansion potential. Ryder Q4 Press Release / Guidance PDF
• Negative Sentiment: Revenue missed expectations — reported total revenue ~$2.60B vs. street estimates near $3.21B — raising questions about volume/contract timing and pressuring top‑line assumptions. Ryder (R) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Short interest rose ~29% in January (to ~902.6k shares, ~2.4% of float), which can amplify downside on negative headlines and increase volatility. (data point reported 2/10/26)

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.