Ryder System (NYSE:R) Updates Q1 2026 Earnings Guidance

Ryder System (NYSE:R) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.100-2.350 for the period, compared to the consensus estimate of 3.250. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 13.450-14.450 EPS.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Wells Fargo & Company began coverage on Ryder System in a report on Friday, December 5th. They set an “overweight” rating and a $210.00 target price on the stock. Citigroup boosted their target price 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. Morgan Stanley raised 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 reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. raised their target price on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $205.67.

Ryder System Stock Performance

Shares of NYSE R opened at $212.41 on Wednesday. Ryder System has a 12 month low of $125.54 and a 12 month high of $218.36. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 2.35. The company has a market cap of $8.58 billion, a P/E ratio of 17.94 and a beta of 0.96. The business’s 50 day moving average is $194.05 and its two-hundred day moving average is $184.36.

Ryder System (NYSE:R) last announced its earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 the consensus estimate of $3.21 billion. 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, equities analysts expect that Ryder System will post 13.68 EPS for the current year.

Ryder System Announces Dividend

The company 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 dividend of $0.91 per share. 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%.

Institutional Trading of Ryder System

Several institutional investors have recently modified their holdings of R. Orion Porfolio Solutions LLC lifted its position in Ryder System by 4.0% in the third quarter. Orion Porfolio Solutions LLC now owns 2,210 shares of the transportation company’s stock worth $417,000 after purchasing an additional 84 shares during the period. Mariner LLC increased its holdings in Ryder System by 2.4% in the 3rd quarter. Mariner LLC now owns 3,928 shares of the transportation company’s stock valued at $741,000 after buying an additional 92 shares during the period. Geneos Wealth Management Inc. raised its stake in shares of Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after buying an additional 109 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Ryder System by 10.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock worth $189,000 after acquiring an additional 110 shares during the period. Finally, Vident Advisory LLC boosted its position 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 valued at $553,000 after acquiring an additional 122 shares in the last quarter. Institutional investors and hedge funds own 87.47% of the company’s stock.

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.