Ryder System (NYSE:R) Price Target Raised to $250.00 at Susquehanna

Ryder System (NYSE:R) had its price target boosted by Susquehanna from $235.00 to $250.00 in a research report released on Friday morning,Benzinga reports. Susquehanna currently has a positive rating on the transportation company’s stock.

R has been the subject of several other research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Wells Fargo & Company raised their price objective on shares of Ryder System from $210.00 to $236.00 and gave the stock an “overweight” rating in a research report on Thursday. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Morgan Stanley increased their target price on Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research note on Monday, December 8th. Finally, JPMorgan Chase & Co. boosted their price target on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Ryder System currently has an average rating of “Moderate Buy” and a consensus price target of $215.44.

Ryder System Stock Up 2.8%

R stock opened at $213.76 on Friday. The company has a current ratio of 0.89, a quick ratio of 1.02 and a debt-to-equity ratio of 2.24. The firm has a market capitalization of $8.43 billion, a PE ratio of 17.86 and a beta of 0.96. Ryder System has a 1-year low of $125.54 and a 1-year high of $230.38. The business’s 50 day simple moving average is $195.95 and its 200 day simple moving average is $184.97.

Ryder System (NYSE:R) last announced its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.66 by ($0.07). Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business had revenue of $2.60 billion for the quarter, compared to analyst estimates of $3.21 billion. During the same period in the prior year, the business earned $3.45 EPS. The company’s revenue for the quarter was down .4% compared to the same quarter last year. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. As a group, research analysts anticipate that Ryder System will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Tuesday, February 17th. Ryder System’s payout ratio is presently 30.74%.

Hedge Funds Weigh In On Ryder System

Hedge funds have recently added to or reduced their stakes in the stock. State Street Corp lifted its position in shares of Ryder System by 0.4% during the 2nd quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock valued at $317,251,000 after acquiring an additional 7,447 shares during the period. Orbis Allan Gray Ltd increased its position in shares of Ryder System by 15.4% in the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock worth $159,856,000 after purchasing an additional 134,423 shares during the period. Bank of America Corp DE raised its stake in Ryder System by 6.7% in the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock valued at $157,111,000 after purchasing an additional 62,313 shares in the last quarter. Sei Investments Co. lifted its position in Ryder System by 3.5% during the third quarter. Sei Investments Co. now owns 883,338 shares of the transportation company’s stock worth $166,633,000 after purchasing an additional 30,144 shares during the period. Finally, American Century Companies Inc. lifted its position in Ryder System by 1.1% during the third quarter. American Century Companies Inc. now owns 867,658 shares of the transportation company’s stock worth $163,675,000 after purchasing an additional 9,404 shares during the period. Institutional investors own 87.47% of the company’s stock.

Ryder System News Roundup

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

• Positive Sentiment: Multiple broker upgrades and price-target increases: Citigroup raised its target from $218 to $245 and kept a “buy” call, implying meaningful upside; this is a direct catalyst for buying interest. Article Title
• Positive Sentiment: Susquehanna bumped its target to $250 (from $235) and maintained a “positive” rating, adding further analyst conviction behind the stock. Article Title
• Positive Sentiment: Wells Fargo raised its target to $236 (from $210) and set an “overweight” rating — another institutional endorsement supporting higher valuations. Article Title
• Positive Sentiment: Positive investor research and thematic coverage: Zacks published a piece arguing Ryder is a top long-term growth stock, which can attract momentum and retail flows. Why Ryder (R) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Dividend-focused coverage highlighted Ryder’s upcoming dividend as attractive to income investors, which can support the share price via yield-seeking demand. Article Title
• Neutral Sentiment: Analysts present mixed views across the industrials space — a Globe & Mail roundup notes conflicting sentiments on Ryder and peers, which may keep trading choppy despite the upgrades. Analysts Have Conflicting Sentiments on These Industrial Goods Companies
• Neutral Sentiment: Q4 2025 earnings call transcript was published — useful for detail-driven investors but largely already priced in; investors will focus on management commentary and FY26 guidance execution. Ryder System, Inc. Q4 2025 earnings call transcript
• Neutral Sentiment: Broader industry M&A headlines (Transocean/Valaris) are boosting energy and industrial sentiment overall but have no direct corporate link to Ryder; their market impact is indirect. Offshore Titans: Transocean Buys Valaris for $5.8B
• Negative Sentiment: Underlying fundamentals to watch: the recent quarter showed revenue below some estimates and only modest EPS beats/misses (per the earnings release and transcript). This creates execution risk if management misses its FY26 targets, which could reverse recent gains. Ryder System, Inc. Q4 2025 earnings call transcript

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.