JPMorgan Chase & Co. Issues Positive Forecast for Ryder System (NYSE:R) Stock Price

Ryder System (NYSE:R) had its target price boosted by JPMorgan Chase & Co. from $298.00 to $315.00 in a report released on Friday, Benzinga reports. The firm presently has an “overweight” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 19.63% from the company’s current price.

R has been the subject of several other reports. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research note on Monday, August 24th. Stephens boosted their target price on Ryder System from $280.00 to $305.00 and gave the stock an “overweight” rating in a research report on Friday. Citizens Jmp assumed coverage on Ryder System in a report on Wednesday, July 15th. They set a “market perform” rating for the company. Janney Montgomery Scott set a $285.00 price target on Ryder System in a research report on Thursday, October 8th. Finally, Susquehanna dropped their price target on Ryder System from $310.00 to $280.00 and set a “positive” rating on the stock in a research note on Friday, October 2nd. Seven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $290.56.

Ryder System Stock Performance

Shares of NYSE R traded down $2.22 during midday trading on Friday, hitting $263.31. The company’s stock had a trading volume of 195,324 shares, compared to its average volume of 359,615. The company has a debt-to-equity ratio of 1.91, a quick ratio of 0.65 and a current ratio of 0.65. The firm’s fifty day moving average price is $242.32 and its 200-day moving average price is $249.09. Ryder System has a 1-year low of $160.08 and a 1-year high of $284.25. The firm has a market cap of $10.10 billion, a P/E ratio of 21.46 and a beta of 1.05.

Ryder System (NYSE:R) last announced its quarterly earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, beating the consensus estimate of $4.15 by $0.18. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. The company had revenue of $2.76 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same quarter last year, the business earned $3.57 earnings per share. Ryder System’s revenue was up 8.3% compared to the same quarter last year. On average, sell-side analysts forecast that Ryder System will post 14.74 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. BlackRock Inc. acquired a new position in Ryder System during the second quarter valued at $1,060,749,000. Dimensional Fund Advisors LP grew its position in Ryder System by 0.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,621,947 shares of the transportation company’s stock valued at $331,996,000 after purchasing an additional 6,652 shares in the last quarter. Bank of America Corp DE purchased a new position in Ryder System in the second quarter valued at about $207,689,000. First Trust Advisors LP grew its position in Ryder System by 81.5% in the first quarter. First Trust Advisors LP now owns 1,010,320 shares of the transportation company’s stock worth $206,822,000 after acquiring an additional 453,697 shares in the last quarter. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Ryder System in the second quarter worth about $136,320,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Trending Headlines about Ryder System

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

• Positive Sentiment: Strong third-quarter earnings: Ryder reported comparable EPS of $4.33, above the $4.15 consensus estimate and up from $3.57 a year earlier. Revenue increased 8.3% year over year to $2.76 billion. The company also reported its eighth consecutive quarter of comparable EPS growth. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: 2026 profit outlook raised: Ryder guided to full-year EPS of $14.85-$15.05, above the $14.68 analyst consensus. Fourth-quarter EPS guidance of $4.25-$4.45 also brackets the $4.27 consensus estimate, reinforcing expectations for continued earnings momentum.
• Positive Sentiment: Analyst support increased: Barclays raised its price target to $315 from $300, Wells Fargo increased its target to $305 from $300, and Stephens lifted its target to $305 from $280. All three firms assigned an “overweight” rating, signaling expected upside based on Ryder’s earnings performance and outlook. Barclays recommendation
• Neutral Sentiment: Management remains constructive on the cycle: The earnings call highlighted operational strength and what Ryder views as improving conditions across its transportation businesses, though investors may want more evidence that the recovery can translate into sustained revenue growth. Ryder Q3 2026 Results Presentation
• Negative Sentiment: Revenue guidance may concern investors: Ryder forecast full-year 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. Even with higher EPS guidance, the apparent revenue shortfall could raise questions about growth, margins, or the comparability of analyst estimates.

Ryder System Company Profile

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.

Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.