Ryder System (NYSE:R) Releases Q3 2026 Earnings Guidance

Ryder System (NYSE:R) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.000-4.200 for the period, compared to the consensus estimate of 4.220. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 14.400-14.800 EPS.

Ryder System Trading Down 4.6%

Shares of NYSE:R traded down $12.61 during midday trading on Thursday, reaching $263.76. 51,733 shares of the company’s stock were exchanged, compared to its average volume of 388,111. The firm’s 50 day simple moving average is $260.83 and its two-hundred day simple moving average is $228.21. Ryder System has a fifty-two week low of $157.67 and a fifty-two week high of $284.25. The company has a debt-to-equity ratio of 2.09, a current ratio of 0.68 and a quick ratio of 0.68. The stock has a market cap of $10.21 billion, a price-to-earnings ratio of 22.12 and a beta of 1.01.

Ryder System (NYSE:R) last posted its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The company had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same quarter last year, the company earned $3.32 EPS. Ryder System’s revenue for the quarter was up 5.0% compared to the same quarter last year. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. As a group, sell-side analysts forecast that Ryder System will post 14.73 EPS for the current fiscal year.

Ryder System Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be paid a dividend of $1.01 per share. This is an increase from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Monday, August 24th. Ryder System’s payout ratio is 30.26%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on R shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research report on Wednesday, May 27th. Stephens raised shares of Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Morgan Stanley increased their price target on Ryder System from $263.00 to $280.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. JPMorgan Chase & Co. upped their price target on shares of Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. Finally, Zacks Research downgraded shares of Ryder System from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Ryder System has a consensus rating of “Moderate Buy” and a consensus price target of $265.00.

Insider Activity

In other Ryder System news, Director Luis P. Nieto, Jr. sold 720 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the sale, the director owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. This trade represents a 2.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Sanford J. Hodes sold 595 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $251.95, for a total value of $149,910.25. Following the completion of the sale, the senior vice president directly owned 22,948 shares in the company, valued at $5,781,748.60. This trade represents a 2.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On Ryder System

Institutional investors have recently modified their holdings of the company. Los Angeles Capital Management LLC bought a new position in Ryder System during the 4th quarter valued at $31,000. Geneos Wealth Management Inc. grew its holdings in Ryder System by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 109 shares during the period. Meeder Asset Management Inc. bought a new stake in shares of Ryder System in the fourth quarter valued at $65,000. EverSource Wealth Advisors LLC lifted its position in shares of Ryder System by 316.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 387 shares of the transportation company’s stock valued at $62,000 after buying an additional 294 shares during the last quarter. Finally, Kestra Advisory Services LLC bought a new position in shares of Ryder System during the 4th quarter worth $78,000. 87.47% of the stock is owned by institutional investors and hedge funds.

Ryder System Company Profile

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.