Ryder System (NYSE:R) Releases FY 2026 Earnings Guidance

Ryder System (NYSE:R) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 13.450-14.450 for the period, compared to the consensus earnings per share estimate of 14.750. The company issued revenue guidance of -, compared to the consensus revenue estimate of $13.0 billion. Ryder System also updated its Q1 2026 guidance to 2.100-2.350 EPS.

Ryder System Stock Down 1.5%

R opened at $212.41 on Wednesday. The firm has a market capitalization of $8.58 billion, a P/E ratio of 17.94 and a beta of 0.96. Ryder System has a one year low of $125.54 and a one year high of $218.36. The company has a fifty day moving average price of $194.05 and a 200-day moving average price of $184.36. The company has a debt-to-equity ratio of 2.35, a current ratio of 1.02 and a quick ratio of 1.02.

Ryder System (NYSE:R) last posted its earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). The business had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. Ryder System had a return on equity of 17.69% and a net margin of 3.96%.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. Equities research analysts expect that Ryder System will post 13.68 earnings per share for the current fiscal year.

Ryder System Announces Dividend

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

Analyst Upgrades and Downgrades

Several brokerages have issued reports on R. Citigroup lifted their target price on shares of Ryder System from $196.00 to $218.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Morgan Stanley raised their price objective on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research report on Monday, December 8th. Wells Fargo & Company started coverage on shares of Ryder System in a report on Friday, December 5th. They set an “overweight” rating and a $210.00 price objective for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. increased their target price 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 investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Ryder System currently has a consensus rating of “Moderate Buy” and a consensus target price of $205.67.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Orion Porfolio Solutions LLC lifted its stake in shares of Ryder System by 4.0% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 2,210 shares of the transportation company’s stock valued at $417,000 after acquiring an additional 84 shares during the last quarter. Mariner LLC increased its stake in Ryder System by 2.4% in the 3rd quarter. Mariner LLC now owns 3,928 shares of the transportation company’s stock worth $741,000 after purchasing an additional 92 shares during the period. Geneos Wealth Management Inc. lifted its position in 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 purchasing an additional 109 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Ryder System by 10.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock valued at $189,000 after purchasing an additional 110 shares during the period. Finally, Vident Advisory LLC boosted its stake in shares of Ryder System by 4.3% during the third quarter. Vident Advisory LLC now owns 2,932 shares of the transportation company’s stock valued at $553,000 after purchasing an additional 122 shares during the period. Hedge funds and other institutional investors own 87.47% of the company’s stock.

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.