Ryder System, Inc. (NYSE:R) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Ryder System, Inc. (NYSE:R) have received a consensus recommendation of “Moderate Buy” from the ten ratings firms that are presently covering the firm, Marketbeat reports. Three equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $215.4444.

Several brokerages have recently weighed in on R. Morgan Stanley increased their target price on shares of Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Wolfe Research reaffirmed a “peer perform” rating on shares of Ryder System in a research note on Thursday, January 8th. Citigroup upped their price target on shares of Ryder System from $218.00 to $245.00 and gave the company a “buy” rating in a report on Friday, February 13th. Susquehanna raised their price objective on shares of Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research note on Friday, February 13th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd.

Ryder System Price Performance

Shares of Ryder System stock opened at $198.79 on Wednesday. The stock has a market cap of $7.84 billion, a price-to-earnings ratio of 16.61 and a beta of 0.93. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The stock has a 50 day moving average price of $203.36 and a 200-day moving average price of $189.21. Ryder System has a one year low of $125.54 and a one year high of $230.38.

Ryder System (NYSE:R) last released its quarterly earnings results on Wednesday, February 11th. The transportation company reported $3.59 earnings per share for the quarter, missing the consensus estimate of $3.66 by ($0.07). The company had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $3.21 billion. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business’s quarterly revenue was down .4% on a year-over-year basis. During the same quarter in the previous year, the company 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. Equities analysts expect that Ryder System will post 13.68 EPS for the current year.

Ryder System Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, February 17th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is currently 30.41%.

Insider Activity at Ryder System

In other Ryder System news, EVP Rajeev Ravindran sold 14,367 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $211.73, for a total value of $3,041,924.91. Following the transaction, the executive vice president owned 20,832 shares of the company’s stock, valued at $4,410,759.36. This represents a 40.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Robert E. Sanchez sold 41,779 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $223.30, for a total value of $9,329,250.70. Following the completion of the sale, the chief executive officer owned 40,828 shares in the company, valued at approximately $9,116,892.40. The trade was a 50.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 130,673 shares of company stock worth $28,233,471 over the last quarter. 5.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Royal Bank of Canada lifted its holdings in Ryder System by 52.8% during the 1st quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company’s stock valued at $2,267,000 after buying an additional 5,448 shares in the last quarter. Focus Partners Wealth grew its stake in Ryder System by 7.9% in the 1st quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after acquiring an additional 135 shares in the last quarter. Geneos Wealth Management Inc. increased its position 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 worth $41,000 after acquiring an additional 109 shares during the period. Envestnet Asset Management Inc. increased its position in shares of Ryder System by 1.7% during the second quarter. Envestnet Asset Management Inc. now owns 79,453 shares of the transportation company’s stock worth $12,633,000 after acquiring an additional 1,320 shares during the period. Finally, Arkadios Wealth Advisors bought a new stake in shares of Ryder System during the second quarter valued at approximately $343,000. 87.47% of the stock is currently owned by institutional investors.

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.