Ryder System (NYSE:R) Issues Q3 2026 Earnings Guidance

Ryder System (NYSE:R) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.000-4.200 for the period, compared to the consensus earnings per share estimate of 4.220. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 14.400-14.800 EPS.

Analysts Set New Price Targets

Several brokerages recently weighed in on R. Wells Fargo & Company upped their target price on shares of Ryder System from $260.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, June 5th. Stephens upgraded Ryder System to a “strong-buy” rating in a research report on Wednesday, July 8th. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a report on Wednesday, May 27th. Robert W. Baird boosted their target price on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Finally, Zacks Research cut shares of Ryder System from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $265.00.

Ryder System Stock Performance

Ryder System stock opened at $276.85 on Thursday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 2.09. Ryder System has a twelve month low of $157.67 and a twelve month high of $284.25. The company’s 50-day moving average price is $260.83 and its 200-day moving average price is $228.21. The company has a market cap of $10.71 billion, a PE ratio of 23.01 and a beta of 1.01.

Ryder System (NYSE:R) last issued its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The business had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. 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. On average, equities research analysts forecast that Ryder System will post 14.73 EPS for the current fiscal year.

Ryder System Increases Dividend

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

Insider Buying and Selling

In other news, Director Luis P. Nieto, Jr. sold 720 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the transaction, the director directly owned 29,974 shares in the company, valued at approximately $7,067,569.46. This trade 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 accessible through this link. Also, SVP Sanford J. Hodes sold 595 shares of the stock in a transaction 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 sale, the senior vice president 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 disclosure for this sale is available in the SEC filing. 4.90% of the stock is currently owned by company insiders.

Institutional Trading of Ryder System

Hedge funds have recently bought and sold shares of the business. Parkside Financial Bank & Trust increased its stake in Ryder System by 154.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 661 shares of the transportation company’s stock worth $127,000 after acquiring an additional 401 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of Ryder System by 13.4% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,072 shares of the transportation company’s stock valued at $207,000 after purchasing an additional 127 shares in the last quarter. CIBC Private Wealth Group LLC lifted its stake in shares of Ryder System by 49.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 651 shares of the transportation company’s stock valued at $125,000 after purchasing an additional 216 shares in the last quarter. Laird Norton Wetherby Wealth Management LLC purchased a new stake in shares of Ryder System during the 3rd quarter worth about $206,000. Finally, Group One Trading LLC grew its holdings in shares of Ryder System by 98.5% during the 3rd quarter. Group One Trading LLC now owns 1,080 shares of the transportation company’s stock worth $204,000 after purchasing an additional 536 shares during the period. Institutional investors and hedge funds 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.