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

Ryder System (NYSE:R) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 14.050-14.80 for the period, compared to the consensus EPS estimate of 14.050. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Susquehanna upped their target price on Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a report on Friday, February 13th. Wells Fargo & Company upped their target price on Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Finally, Citigroup lowered their target price on Ryder System from $245.00 to $239.00 and set a “buy” rating for the company in a report on Thursday, April 9th. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $214.78.

Ryder System Stock Down 1.4%

Ryder System stock opened at $227.70 on Thursday. 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 12-month low of $133.06 and a 12-month high of $233.55. The firm’s fifty day moving average is $210.22 and its 200 day moving average is $193.79. The company has a market capitalization of $8.98 billion, a PE ratio of 19.02 and a beta of 0.93.

Ryder System (NYSE:R) last announced its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.30 by $0.24. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The business had revenue of $2.57 billion for the quarter, compared to analyst estimates of $3.11 billion. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS. As a group, sell-side analysts predict that Ryder System will post 14.23 EPS for the current fiscal year.

Ryder System Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, February 17th were given a dividend of $0.91 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $3.64 annualized dividend and a dividend yield of 1.6%. Ryder System’s payout ratio is presently 30.41%.

Insider Activity at Ryder System

In related news, Director E Follin Smith sold 32,230 shares of Ryder System stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $207.61, for a total transaction of $6,691,270.30. Following the transaction, the director owned 1,549 shares of the company’s stock, valued at $321,587.89. The trade was a 95.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Thomas M. Havens sold 12,571 shares of Ryder System stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $221.65, for a total value of $2,786,362.15. Following the transaction, the insider directly owned 33,074 shares in the company, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 130,673 shares of company stock valued at $28,233,471 over the last 90 days. Corporate insiders own 4.90% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Orion Porfolio Solutions LLC boosted its position in shares of Ryder System by 2.4% during the fourth quarter. Orion Porfolio Solutions LLC now owns 2,262 shares of the transportation company’s stock valued at $433,000 after buying an additional 52 shares during the last quarter. Inspire Investing LLC boosted its position in Ryder System by 4.0% in the fourth quarter. Inspire Investing LLC now owns 1,709 shares of the transportation company’s stock worth $327,000 after purchasing an additional 65 shares during the last quarter. Mariner LLC boosted its position in Ryder System by 2.4% in the third quarter. Mariner LLC now owns 3,928 shares of the transportation company’s stock worth $741,000 after purchasing an additional 92 shares during the last quarter. Brooklyn Investment Group boosted its position in Ryder System by 7.4% in the fourth quarter. Brooklyn Investment Group now owns 1,506 shares of the transportation company’s stock worth $292,000 after purchasing an additional 104 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its position in Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after purchasing an additional 109 shares during the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

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.