Ryder System (NYSE:R) Given New $236.00 Price Target at Wells Fargo & Company

Ryder System (NYSE:R) had its price objective boosted by research analysts at Wells Fargo & Company from $210.00 to $236.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the transportation company’s stock. Wells Fargo & Company‘s price target would suggest a potential upside of 10.13% from the stock’s current price.

Several other equities analysts have also recently issued reports on the stock. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. JPMorgan Chase & Co. lifted their price target on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Morgan Stanley upped their price objective on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Finally, Citigroup boosted their price objective on Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Ryder System has an average rating of “Moderate Buy” and a consensus target price of $208.56.

Ryder System Stock Down 1.4%

NYSE:R traded down $3.03 during midday trading on Thursday, hitting $214.28. 20,404 shares of the company were exchanged, compared to its average volume of 354,486. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 2.35. The company has a market capitalization of $8.65 billion, a PE ratio of 18.17 and a beta of 0.96. The company has a fifty day simple moving average of $194.84 and a 200 day simple moving average of $184.59. Ryder System has a fifty-two week low of $125.54 and a fifty-two week high of $230.38.

Ryder System (NYSE:R) last posted 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 return on equity of 17.69% and a net margin of 3.96%.The firm had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. During the same period in the prior year, the company earned $3.45 earnings per share. The company’s revenue for the quarter was down .4% on a year-over-year basis. 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, equities analysts anticipate that Ryder System will post 13.68 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Ryder System

A number of hedge funds have recently bought and sold shares of the business. Royal Bank of Canada increased its position in Ryder System by 52.8% in the first quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company’s stock worth $2,267,000 after buying an additional 5,448 shares in the last quarter. Focus Partners Wealth increased its holdings in Ryder System by 7.9% during the 1st quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after purchasing an additional 135 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of Ryder System by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 109 shares in the last quarter. Blair William & Co. IL raised its holdings in Ryder System by 31.5% in the second quarter. Blair William & Co. IL now owns 3,328 shares of the transportation company’s stock worth $529,000 after purchasing an additional 797 shares in the last quarter. Finally, Callan Family Office LLC purchased a new stake in shares of Ryder System during the 2nd quarter valued at $415,000. Hedge funds and other 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: Adjusted (non‑GAAP) EPS improved year‑over‑year to $3.59, showing underlying profit resilience in the quarter; management emphasized strategic initiatives and strength in Dedicated Transportation and Supply Chain segments. Why Did Ryder System Stock Gain Today?
• Positive Sentiment: Earnings‑call commentary highlighted “structural strength” and operational improvements that management says are driving margin durability and cash generation, supporting longer‑term outlook assumptions. Ryder System Earnings Call Highlights Structural Strength
• Neutral Sentiment: Company published the full Q4 presentation and call materials (useful for modelers and analysts re‑running estimates). Ryder System, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: BusinessWire press release provides GAAP and comparable metrics and reconciliations — needed to reconcile headline EPS to street estimates. Ryder Reports Fourth Quarter 2025 Results and Provides 2026 Outlook
• Negative Sentiment: Q1 2026 EPS guidance (2.10–2.35) came in well below consensus (~3.25), a large near‑term miss that forced analysts to trim models and sparked selling pressure. Ryder shares dip 2% as 2026 guidance disappoints
• Negative Sentiment: FY 2026 EPS guidance (13.45–14.45) was set below the street (~14.75), leaving less upside for analysts and reducing near‑term multiple expansion potential. Ryder Q4 Press Release / Guidance PDF
• Negative Sentiment: Revenue missed expectations — reported total revenue ~$2.60B vs. street estimates near $3.21B — raising questions about volume/contract timing and pressuring top‑line assumptions. Ryder (R) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Short interest rose ~29% in January (to ~902.6k shares, ~2.4% of float), which can amplify downside on negative headlines and increase volatility. (data point reported 2/10/26)

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.