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

Ryder System (NYSE:R) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 13.450-14.450 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

A number of research firms recently issued reports on R. 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 research note on Monday, December 8th. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Citigroup upped their price target on shares of Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. JPMorgan Chase & Co. lifted their price objective on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Ryder System currently has an average rating of “Moderate Buy” and a consensus target price of $208.56.

Ryder System Price Performance

R stock traded down $10.96 on Thursday, reaching $206.35. 201,023 shares of the company’s stock were exchanged, compared to its average volume of 360,559. The stock has a fifty day moving average of $194.84 and a 200-day moving average of $184.59. The firm has a market cap of $8.33 billion, a PE ratio of 17.43 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 has a twelve month low of $125.54 and a twelve month high of $230.38.

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

Ryder System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is presently 30.74%.

More Ryder System News

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

• Positive Sentiment: Wells Fargo raised its price target on Ryder to $236 and moved to an “overweight” rating, signaling analyst confidence and roughly mid‑teens upside vs. the recent price. Wells Fargo raises target (Benzinga)
• Neutral Sentiment: Ryder reported non‑GAAP (comparable) Q4 EPS of $3.59, up from $3.45 a year earlier — several writeups and the company’s slide deck highlighted underlying operational resilience in dedicated transportation and supply‑chain services. Benzinga: Why Did Ryder System Stock Gain Today?
• Neutral Sentiment: Earnings‑call summaries point to structural strength in key segments and management commentary/slide deck is available for investors evaluating segment trends and cost actions. TipRanks: Earnings Call Highlights
• Negative Sentiment: Revenue missed materially — reported total revenue was ~$2.60B vs. street expectations near $3.21B — and GAAP/consensus comparisons were weaker, which undercuts the beat narrative for some investors. Ryder Q4 press release / slide deck
• Negative Sentiment: Guidance was the primary negative catalyst: Q1 2026 EPS was guided to $2.10–$2.35 (consensus ~3.25) and FY 2026 to $13.45–$14.45 (consensus ~14.75), which explains downward pressure on the shares. BusinessWire: Q4 results & 2026 outlook
• Negative Sentiment: Short interest rose in January (roughly a 29% increase to ~902.6K shares), which increases volatility risk and could amplify down moves while sentiment adjusts to the new guidance.

Institutional Trading of Ryder System

A number of institutional investors have recently bought and sold shares of the company. Orion Porfolio Solutions LLC increased its position in shares of Ryder System by 4.0% in the third quarter. Orion Porfolio Solutions LLC now owns 2,210 shares of the transportation company’s stock valued at $417,000 after buying an additional 84 shares in the last quarter. Mariner LLC increased its holdings in Ryder System by 2.4% during the 3rd quarter. Mariner LLC now owns 3,928 shares of the transportation company’s stock valued at $741,000 after acquiring an additional 92 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Ryder System by 61.2% in 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 in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Ryder System by 10.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock valued at $189,000 after purchasing an additional 110 shares during the last quarter. Finally, Vident Advisory LLC increased its stake in shares of Ryder System by 4.3% during the 3rd quarter. Vident Advisory LLC now owns 2,932 shares of the transportation company’s stock worth $553,000 after purchasing an additional 122 shares in the last quarter. 87.47% of the stock is currently 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.