Citigroup Raises Ryder System (NYSE:R) Price Target to $276.00
by Scott Moore · The Cerbat GemRyder System (NYSE:R – Get Free Report) had its target price hoisted by stock analysts at Citigroup from $239.00 to $276.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Citigroup’s target price suggests a potential upside of 9.75% from the stock’s current price.
Other equities analysts have also recently issued research reports about the company. JPMorgan Chase & Co. upped their price target on Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a report on Friday. Wells Fargo & Company upped their price target on Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Barclays upped their price target on Ryder System from $220.00 to $250.00 and gave the stock an “overweight” rating in a report on Friday. Susquehanna upped their price target on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. Finally, Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $234.89.
View Our Latest Research Report on R
Ryder System Stock Performance
Shares of R stock traded up $8.88 on Friday, hitting $251.47. The company had a trading volume of 283,345 shares, compared to its average volume of 380,078. The firm has a market cap of $9.91 billion, a P/E ratio of 20.92 and a beta of 0.93. The company has a 50-day moving average price of $210.91 and a 200-day moving average price of $194.13. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24. Ryder System has a twelve month low of $133.73 and a twelve month high of $254.16.
Ryder System (NYSE:R – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $0.25. The business had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $3.11 billion. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The company’s revenue for the quarter was down .2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.46 EPS. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. As a group, equities research analysts predict that Ryder System will post 14.23 earnings per share for the current fiscal year.
Insider Transactions at Ryder System
In related news, COO John J. Diez sold 9,632 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $222.20, for a total value of $2,140,230.40. Following the completion of the transaction, the chief operating officer directly owned 183,810 shares in the company, valued at approximately $40,842,582. This represents a 4.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Thomas M. Havens sold 12,571 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total value of $2,786,362.15. Following the completion of the transaction, the insider owned 33,074 shares of the company’s stock, valued at $7,330,852.10. The trade was a 27.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 130,673 shares of company stock valued at $28,233,471. 4.90% of the stock is currently owned by company insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently modified their holdings of the company. Allianz Asset Management GmbH boosted its position in shares of Ryder System by 254.1% during the third quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock worth $6,571,000 after buying an additional 24,996 shares during the period. Thrivent Financial for Lutherans boosted its position in shares of Ryder System by 76.6% during the third quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock worth $12,628,000 after buying an additional 29,029 shares during the period. Asset Management One Co. Ltd. purchased a new position in shares of Ryder System during the third quarter worth $3,495,000. New York State Common Retirement Fund boosted its position in shares of Ryder System by 9.7% during the third quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock worth $5,992,000 after buying an additional 2,800 shares during the period. Finally, American Century Companies Inc. boosted its position in shares of Ryder System by 1.1% during the third quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company’s stock worth $163,675,000 after buying an additional 9,404 shares during the period. 87.47% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Ryder System
Here are the key news stories impacting Ryder System this week:
- Positive Sentiment: Q1 earnings beat and raised FY outlook — Ryder reported adjusted Q1 EPS of $2.54, topping estimates, and management raised its FY 2026 adjusted EPS and revenue-growth outlook, which supports higher earnings expectations. Ryder Q1 Earnings Beat
- Positive Sentiment: Strong used-vehicle sales and operational commentary from the call — management highlighted used-vehicle strength and balanced growth (including port-to-door logistics) as key drivers that improved margins and cash generation in the quarter. Earnings Call Highlights
- Positive Sentiment: Brokerage upgrades / higher targets — Robert W. Baird raised its target to $253 and kept an outperform rating; Barclays raised its target to $250 with an overweight rating. These actions add analyst support for the stock. Baird/Barclays Coverage
- Neutral Sentiment: JPMorgan raised its price target to $250 but retained a neutral rating — the target lift is constructive, but the neutral stance is less bullish than an upgrade. JPMorgan Note
- Neutral Sentiment: Q2 guidance is a mixed signal — Ryder gave Q2 EPS guidance of $3.50–$3.75 (consensus ~$3.59), which overlaps the street but includes the lower end below consensus, making the near-term outlook somewhat uncertain. (Company slides and call provided detail.) Press Release / Slides
- Negative Sentiment: Revenue missed analyst estimates — total Q1 revenue came in below consensus ($2.57B vs. ~$3.11B expected) and was slightly down year-over-year, which tempers the beat and is a potential near-term risk for top-line momentum. Business Wire Release
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.