Ryder System (NYSE:R) Stock Price Expected to Rise, Barclays Analyst Says

24 Apr 2026, 18:28 by Kim Johansen · The Markets Daily

Ryder System (NYSE:R – Get Free Report) had its price target lifted by stock analysts at Barclays from $220.00 to $250.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Barclays‘s price target would indicate a potential downside of 1.16% from the company’s current price.

A number of other brokerages have also recently commented on R. Citigroup lowered their price target on Ryder System from $245.00 to $239.00 and set a “buy” rating for the company in a research note on Thursday, April 9th. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Susquehanna upped their price target on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. upped their price target on Ryder System from $203.00 to $250.00 and gave the company a “neutral” rating in a research note on Friday. Seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $230.78.

View Our Latest Analysis on Ryder System

Ryder System Trading Up 4.3%

Ryder System stock traded up $10.35 during mid-day trading on Friday, hitting $252.94. The stock had a trading volume of 203,350 shares, compared to its average volume of 379,382. The stock has a market capitalization of $9.97 billion, a PE ratio of 21.15 and a beta of 0.93. Ryder System has a 12 month low of $133.73 and a 12 month high of $254.04. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24. The stock has a 50-day simple moving average of $210.91 and a two-hundred day simple moving average of $194.13.

Ryder System (NYSE:R – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, topping the consensus estimate of $2.29 by $0.25. The firm 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 quarterly revenue was down .2% compared to the same quarter last year. During the same period in the previous year, the business 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, sell-side analysts forecast that Ryder System will post 14.23 EPS for the current year.

Insiders Place Their Bets

In related news, COO John J. Diez sold 9,632 shares of the stock in a transaction 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 sale, the chief operating officer owned 183,810 shares in the company, valued at approximately $40,842,582. This represents a 4.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Rajeev Ravindran sold 2,696 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $221.61, for a total value of $597,460.56. Following the completion of the sale, the executive vice president owned 18,136 shares in the company, valued at approximately $4,019,118.96. This trade represents a 12.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 130,673 shares of company stock worth $28,233,471 in the last quarter. Company insiders own 4.90% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Orion Porfolio Solutions LLC increased its position in Ryder System by 2.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock worth $433,000 after buying an additional 52 shares during the period. Corient Private Wealth LLC increased its position in Ryder System by 0.8% during the 4th quarter. Corient Private Wealth LLC now owns 7,337 shares of the transportation company’s stock worth $1,404,000 after buying an additional 58 shares during the period. Vectors Research Management LLC increased its position in Ryder System by 0.3% during the 4th quarter. Vectors Research Management LLC now owns 18,512 shares of the transportation company’s stock worth $3,543,000 after buying an additional 61 shares during the period. Burns Matteson Capital Management LLC increased its position in 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 buying an additional 63 shares during the period. Finally, Inspire Investing LLC increased its position in Ryder System by 4.0% during the 4th quarter. Inspire Investing LLC now owns 1,709 shares of the transportation company’s stock worth $327,000 after buying an additional 65 shares during the period. Institutional investors own 87.47% of the company’s stock.

Trending Headlines about Ryder System

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

Positive Sentiment: Q1 EPS beat and operational strength: Ryder reported GAAP and comparable results with diluted EPS of $2.54 (vs. consensus ~$2.29). Management highlighted strong used-vehicle sales and operational execution as drivers for the quarter. Ryder System Inc (R) Q1 2026 Earnings Call Highlights: Strong Used Vehicle Sales Drive Positive …
Positive Sentiment: Company raised FY-2026 guidance (EPS 14.05–14.80) and issued Q2 guidance (3.50–3.75), and management described the quarter as strong enough to lift its outlook — supportive for forward earnings expectations. Ryder Reports First Quarter 2026 Results
Positive Sentiment: Analyst support: Robert W. Baird raised its price target to $253 and kept an Outperform rating, signaling continued buy-side enthusiasm from at least one firm. Baird raises PT to $253
Neutral Sentiment: JPMorgan raised its price target to $250 but retained a Neutral rating, implying limited near-term upside from that shop despite the PT increase. JPMorgan raises PT to $250
Neutral Sentiment: Mixed guidance detail: Q2 EPS guidance (3.50–3.75) overlaps consensus but sits near the low end of Street expectations — supportive for FY but introduces some near-term uncertainty around the quarter. Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Negative Sentiment: Revenue shortfall vs. consensus: Total revenue of $2.57B missed consensus (~$3.11B), which tempers the EPS beat and raises questions about top-line momentum. Ryder Q1 press release / slide deck
Negative Sentiment: Freight-market and leadership uncertainty: Analysts and coverage note the new CEO faces a challenging freight environment — a headwind that could pressure execution if freight demand or pricing weakens. Ryder earnings in focus as new CEO faces freight market test

Ryder System Company Profile

(Get Free Report)

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.