Ryder System, Inc. (NYSE:R) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Ryder System, Inc. (NYSE:R) have earned a consensus rating of “Moderate Buy” from the ten analysts that are covering the stock, MarketBeat reports. Three analysts have rated the stock with a hold recommendation and seven have assigned a buy recommendation to the company. The average 12-month target price among analysts that have covered the stock in the last year is $205.6667.

A number of brokerages recently weighed in on R. Morgan Stanley upped their target price on shares of Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. Citigroup boosted their price target on Ryder System from $196.00 to $218.00 and gave the company a “buy” rating in a report on Friday, December 19th. Wells Fargo & Company assumed coverage on Ryder System in a report on Friday, December 5th. They set an “overweight” rating and a $210.00 price objective for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Finally, Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th.

Ryder System Trading Up 2.6%

NYSE R opened at $217.62 on Friday. Ryder System has a one year low of $125.54 and a one year high of $230.39. 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 firm has a market cap of $8.79 billion, a P/E ratio of 18.38 and a beta of 0.96. The stock’s 50-day moving average is $194.84 and its 200-day moving average is $184.59.

Ryder System (NYSE:R) last issued its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a net margin of 3.96% and a return on equity of 17.69%. The business had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. During the same quarter in the prior year, the firm posted $3.45 earnings per share. Ryder System’s revenue for the quarter 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. Sell-side analysts anticipate that Ryder System will post 13.68 earnings per share for the current fiscal year.

Ryder System Announces Dividend

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

Hedge Funds Weigh In On Ryder System

A number of large investors have recently modified their holdings of the business. Vectors Research Management LLC increased its position in shares of Ryder System by 0.3% in the fourth quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock valued at $3,543,000 after acquiring an additional 61 shares during the last quarter. GAMMA Investing LLC grew its stake in Ryder System by 4.7% in the third quarter. GAMMA Investing LLC now owns 1,368 shares of the transportation company’s stock valued at $258,000 after purchasing an additional 62 shares in the last quarter. Burns Matteson Capital Management LLC increased its position in shares of Ryder System by 2.4% during the 4th quarter. Burns Matteson Capital Management LLC now owns 2,657 shares of the transportation company’s stock worth $509,000 after purchasing an additional 63 shares during the last quarter. Creative Planning increased its position in shares of Ryder System by 0.3% during the 2nd quarter. Creative Planning now owns 26,279 shares of the transportation company’s stock worth $4,178,000 after purchasing an additional 66 shares during the last quarter. Finally, MAI Capital Management raised its stake in shares of Ryder System by 57.6% during the 2nd quarter. MAI Capital Management now owns 186 shares of the transportation company’s stock worth $30,000 after purchasing an additional 68 shares in the last quarter. 87.47% of the stock is currently owned by institutional investors and hedge funds.

Ryder System News Roundup

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

• Positive Sentiment: Conference call highlighted “structural strength” in dedicated transportation and supply-chain solutions and management pointed to strategic initiatives supporting margin resilience — that messaging likely helped investor confidence. Ryder System Earnings Call Highlights Structural Strength
• Positive Sentiment: Adjusted EPS rose year-over-year to $3.59 (non-GAAP) from $3.45 last year, and management reiterated long‑term targets; profitability metrics (ROE ~17.7%, net margin near 4%) support a defensive earnings story. Ryder Reports Fourth Quarter 2025 Results and Provides 2026 Outlook
• Positive Sentiment: Some market commentary framed the quarter as a beat on adjusted EPS relative to certain estimates and credited strategic moves and resilient segments for the share strength. Why Did Ryder System Stock Gain Today?
• Neutral Sentiment: Short interest increased notably in January (about +29% to ~902,550 shares, ~2.4% of float), raising potential volatility/days‑to‑cover (~3.2 days) but not a decisive directional signal. (Short interest data reported 2/10/2026)
• Neutral Sentiment: Analysts and coverage pieces urged looking beyond headline EPS to key metrics and segment trends to assess sustainability of margin improvements. Ryder (R) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Revenue was a clear miss — total revenue ~$2.60B vs. consensus near ~$3.21B — and one report characterized the quarter as lagging estimates. Ryder (R) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Guidance disappointed: Q1 2026 EPS guide of $2.10–2.35 vs. Street ~3.25 and FY 2026 guide $13.45–14.45 vs. consensus ~14.75; that weakness prompted some analyst caution and an intraday pullback in reaction to the outlook. Ryder shares dip 2% as 2026 guidance disappoints

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.