Ryder System (NYSE:R – Get Free Report) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 3.500-3.75 for the period, compared to the consensus EPS estimate of 3.590. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 14.050-14.80 EPS.
Analyst Upgrades and Downgrades
R has been the subject of a number of recent analyst reports. Susquehanna raised their price target on shares of Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a report on Friday, February 13th. Wells Fargo & Company increased their price target on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Robert W. Baird upped their price target on shares of Ryder System from $202.00 to $253.00 and gave the company an “outperform” rating in a report on Friday. Finally, Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. 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, Ryder System presently has an average rating of “Moderate Buy” and a consensus target price of $221.56.
Check Out Our Latest Stock Analysis on Ryder System
Ryder System Trading Up 0.3%
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, topping analysts’ consensus estimates of $2.29 by $0.25. The business had revenue of $2.57 billion for 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 firm’s quarterly revenue was down .2% on a year-over-year basis. During the same quarter in the prior 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. On average, analysts forecast that Ryder System will post 14.23 earnings per share for the current fiscal year.
Ryder System Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th were issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Tuesday, February 17th. Ryder System’s dividend payout ratio is presently 30.41%.
Insider Transactions at Ryder System
In other news, CEO Robert E. Sanchez sold 41,779 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total value of $9,329,250.70. Following the completion of the transaction, the chief executive officer owned 40,828 shares of the company’s stock, valued at $9,116,892.40. The trade was a 50.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Sanford J. Hodes sold 10,527 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the transaction, the senior vice president owned 23,954 shares of the company’s stock, valued at $5,034,172.64. This trade represents a 30.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 130,673 shares of company stock valued at $28,233,471. 4.90% of the stock is owned by company insiders.
Key Ryder System News
Here are the key news stories impacting Ryder System this week:
- Positive Sentiment: EPS beat and profitability: Ryder reported GAAP and comparable EPS above expectations — $2.54 comparable EPS vs. consensus $2.29 — showing continued margin strength. Ryder (R) Tops Q1 Earnings Estimates
- Positive Sentiment: Raised FY 2026 outlook: Ryder updated full?year EPS guidance to $14.05–14.80 and reiterated a Q2 range of $3.50–3.75, signaling management’s confidence after Q1 results. Ryder Raises 2026 Earnings Outlook After Solid First Quarter
- Positive Sentiment: Analyst upgrade / price-target lift: Robert W. Baird raised its price target to $253 and assigned an Outperform rating, supporting upside expectations versus recent trade levels. Baird raises price target to $253
- Positive Sentiment: Operational highlights and strategy praise: Coverage and call summaries emphasize balanced growth (including port-to-door logistics) and management’s cautious optimism, which investors view as durable drivers for revenue mix and margins. Ryder System Exceeds Expectations in Q1 2026
- Neutral Sentiment: Primary sources and analyst takeaways: Investors can review the full earnings press release, slide deck and call transcript for detailed guidance context and segment commentary. Ryder Reports First Quarter 2026 Results
- Neutral Sentiment: Earnings call transcript and summaries available — useful for detail but largely confirm the themes above (beat, guidance update, cautious tone). Q1 2026 Earnings Call Transcript
- Negative Sentiment: Revenue missed estimates: Total revenue came in at $2.57 billion vs. analyst expectations near $3.11 billion, a notable shortfall that tempers the upside from the EPS beat. Ryder Q1 results and materials
Institutional Investors Weigh In On Ryder System
Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Invesco Ltd. lifted its position in shares of Ryder System by 3.9% during the fourth quarter. Invesco Ltd. now owns 413,493 shares of the transportation company’s stock worth $79,138,000 after purchasing an additional 15,404 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its stake in Ryder System by 1.5% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 31,867 shares of the transportation company’s stock valued at $6,099,000 after buying an additional 480 shares during the period. Mackenzie Financial Corp boosted its stake in Ryder System by 115.9% during the 4th quarter. Mackenzie Financial Corp now owns 36,958 shares of the transportation company’s stock valued at $7,116,000 after purchasing an additional 19,843 shares in the last quarter. Empowered Funds LLC grew its holdings in Ryder System by 17.2% during the fourth quarter. Empowered Funds LLC now owns 50,906 shares of the transportation company’s stock worth $9,743,000 after acquiring an additional 7,485 shares during the period. Finally, XTX Topco Ltd bought a new position in shares of Ryder System in the fourth quarter valued at $1,672,000. 87.47% of the stock is currently owned by institutional investors and hedge funds.
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.
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