Ryder System (NYSE:R) Issues Quarterly Earnings Results

Ryder System (NYSE:R) issued its earnings results on Wednesday. The transportation company reported $3.59 earnings per share for the quarter, missing analysts’ consensus estimates of $3.66 by ($0.07), FiscalAI reports. The business had revenue of $2.60 billion for the quarter, compared to the consensus estimate of $3.21 billion. Ryder System had a return on equity of 17.69% and a net margin of 3.96%.Ryder System’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.45 EPS. Ryder System updated its FY 2026 guidance to 13.450-14.450 EPS and its Q1 2026 guidance to 2.100-2.350 EPS.

Ryder System Stock Performance

NYSE:R traded up $10.57 during midday trading on Wednesday, hitting $222.76. The company’s stock had a trading volume of 305,913 shares, compared to its average volume of 350,278. Ryder System has a fifty-two week low of $125.54 and a fifty-two week high of $230.39. The company has a debt-to-equity ratio of 2.35, a current ratio of 1.02 and a quick ratio of 1.02. The firm has a market cap of $9.00 billion, a P/E ratio of 18.81 and a beta of 0.96. The firm’s 50 day moving average is $194.05 and its 200-day moving average is $184.36.

Ryder System Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.6%. The ex-dividend date is Tuesday, February 17th. Ryder System’s payout ratio is presently 30.74%.

Institutional Trading of Ryder System

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Los Angeles Capital Management LLC purchased a new position in Ryder System in the fourth quarter valued at $31,000. Geneos Wealth Management Inc. increased its position in shares of Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after buying an additional 109 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of Ryder System by 316.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 387 shares of the transportation company’s stock worth $62,000 after buying an additional 294 shares during the period. Canada Pension Plan Investment Board purchased a new position in shares of Ryder System during the 2nd quarter valued at approximately $159,000. Finally, Northwestern Mutual Wealth Management Co. grew its stake in Ryder System by 10.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock valued at $189,000 after acquiring an additional 110 shares during the period. 87.47% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

R has been the topic of a number of analyst reports. Citigroup boosted their target price on shares of Ryder System from $196.00 to $218.00 and gave the company a “buy” rating in a report on Friday, December 19th. Morgan Stanley lifted their price target on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. JPMorgan Chase & Co. increased their price objective on Ryder System from $194.00 to $197.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Finally, Wells Fargo & Company assumed coverage on Ryder System in a report on Friday, December 5th. They set an “overweight” rating and a $210.00 target price for the company. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $205.67.

Ryder System Company Profile

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.