Citigroup Boosts Ryder System (NYSE:R) Price Target to $245.00

Ryder System (NYSE:R) had its price objective hoisted by stock analysts at Citigroup from $218.00 to $245.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Citigroup’s price objective would indicate a potential upside of 14.62% from the company’s previous close.

A number of other brokerages have also recently issued reports on R. Wells Fargo & Company increased their target price on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a report on Thursday. Susquehanna raised their price objective on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a research report 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $215.44.

Ryder System Stock Up 2.8%

Ryder System stock opened at $213.76 on Friday. The stock’s 50 day moving average price is $195.95 and its 200 day moving average price is $185.01. Ryder System has a 1-year low of $125.54 and a 1-year high of $230.38. The company has a market cap of $8.43 billion, a PE ratio of 17.86 and a beta of 0.96. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 1.02.

Ryder System (NYSE:R) last released its earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07). The business had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. Ryder System’s revenue was down .4% compared to the same quarter last year. During the same period last year, the business posted $3.45 EPS. 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. On average, sell-side analysts predict that Ryder System will post 13.68 EPS for the current fiscal year.

Hedge Funds Weigh In On Ryder System

Several institutional investors and hedge funds have recently modified their holdings of the company. Allianz Asset Management GmbH raised its stake in shares of Ryder System by 254.1% during the third quarter. Allianz Asset Management GmbH now owns 34,835 shares of the transportation company’s stock valued at $6,571,000 after purchasing an additional 24,996 shares during the period. Thrivent Financial for Lutherans lifted its holdings in Ryder System by 76.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 66,941 shares of the transportation company’s stock worth $12,628,000 after buying an additional 29,029 shares in the last quarter. Asset Management One Co. Ltd. purchased a new position in Ryder System in the 3rd quarter valued at about $3,495,000. Genus Capital Management Inc. acquired a new stake in shares of Ryder System during the second quarter valued at about $1,463,000. Finally, New York State Common Retirement Fund increased its position in shares of Ryder System by 9.7% during the third quarter. New York State Common Retirement Fund now owns 31,763 shares of the transportation company’s stock worth $5,992,000 after acquiring an additional 2,800 shares during the last quarter. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Ryder System News Summary

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.