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

Ryder System (NYSE:R) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 14.400-14.800 for the period, compared to the consensus estimate of 14.660. The company issued revenue guidance of $10.7 billion-$10.7 billion, compared to the consensus revenue estimate of $13.1 billion. Ryder System also updated its Q3 2026 guidance to 4.000-4.200 EPS.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on R shares. Wells Fargo & Company upped their price objective on shares of Ryder System from $260.00 to $290.00 and gave the company an “overweight” rating in a report on Friday, June 5th. Wall Street Zen upgraded Ryder System from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. Zacks Research downgraded Ryder System from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research report on Wednesday, May 27th. Finally, Morgan Stanley upped their price objective on Ryder System from $263.00 to $280.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.00.

Ryder System Price Performance

Ryder System stock traded down $12.61 during trading on Thursday, reaching $263.76. The company had a trading volume of 51,733 shares, compared to its average volume of 388,111. The firm has a market capitalization of $10.21 billion, a PE ratio of 22.12 and a beta of 1.01. The firm’s 50-day simple moving average is $260.83 and its 200 day simple moving average is $228.21. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.68 and a current ratio of 0.68. Ryder System has a 1-year low of $157.67 and a 1-year high of $284.25.

Ryder System (NYSE:R) last announced its earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.69 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The company’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same quarter last year, the business earned $3.32 earnings per share. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. As a group, equities research analysts anticipate that Ryder System will post 14.73 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be issued a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Monday, August 24th. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s payout ratio is currently 30.26%.

Insider Activity at Ryder System

In other news, Director Luis P. Nieto, Jr. sold 720 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the completion of the sale, the director directly owned 29,974 shares in the company, valued at $7,067,569.46. This represents a 2.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Sanford J. Hodes sold 595 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total value of $149,910.25. Following the completion of the sale, the senior vice president directly owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. This represents a 2.53% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 4.90% of the company’s stock.

Institutional Trading of Ryder System

Hedge funds have recently made changes to their positions in the company. Orion Porfolio Solutions LLC increased its stake in Ryder System by 2.4% in the 4th 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 period. Inspire Investing LLC increased its stake in shares of 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 acquiring an additional 65 shares during the last quarter. Mariner LLC increased its stake in shares of 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 acquiring an additional 92 shares during the last quarter. Brooklyn Investment Group raised its holdings in shares of Ryder System by 7.4% during the fourth quarter. Brooklyn Investment Group now owns 1,506 shares of the transportation company’s stock worth $292,000 after acquiring an additional 104 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its position in Ryder System by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $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.

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.