Susquehanna Forecasts Strong Price Appreciation for Ryder System (NYSE:R) Stock

Ryder System (NYSE:R) had its price target raised by analysts at Susquehanna from $290.00 to $310.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “positive” rating on the transportation company’s stock. Susquehanna’s price target would suggest a potential upside of 16.35% from the company’s previous close.

A number of other equities research analysts have also commented on R. JPMorgan Chase & Co. increased their price target on Ryder System from $203.00 to $250.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Wells Fargo & Company lifted their target price on shares of Ryder System from $260.00 to $290.00 and gave the stock an “overweight” rating in a research report on Friday, June 5th. Stephens upgraded Ryder System to a “strong-buy” rating in a research note on Wednesday, July 8th. Barclays upped their target price on Ryder System from $250.00 to $290.00 and gave the company an “overweight” rating in a report on Friday, June 26th. Finally, Wall Street Zen raised Ryder System from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $272.50.

Ryder System Stock Down 0.6%

Shares of R stock traded down $1.48 on Friday, reaching $266.43. 32,909 shares of the company were exchanged, compared to its average volume of 389,751. The company has a debt-to-equity ratio of 2.09, a current ratio of 0.68 and a quick ratio of 0.68. Ryder System has a one year low of $157.67 and a one year high of $284.25. The company has a 50-day moving average of $261.59 and a 200-day moving average of $228.73. The company has a market cap of $10.31 billion, a price-to-earnings ratio of 21.92 and a beta of 1.01.

Ryder System (NYSE:R) last released its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, beating the consensus estimate of $3.69 by $0.04. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The firm had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $3.29 billion. During the same quarter in the previous year, the company posted $3.32 earnings per share. The company’s quarterly revenue was up 5.0% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. Analysts anticipate that Ryder System will post 14.73 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Luis P. Nieto, Jr. sold 720 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the transaction, the director owned 29,974 shares in the company, valued at approximately $7,067,569.46. This represents a 2.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Sanford J. Hodes sold 595 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total value of $149,910.25. Following the transaction, the senior vice president directly owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. This trade represents a 2.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 4.90% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Cedar Mountain Advisors LLC increased its holdings in Ryder System by 522.7% in the 1st quarter. Cedar Mountain Advisors LLC now owns 137 shares of the transportation company’s stock worth $28,000 after acquiring an additional 115 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its holdings in Ryder System by 36.8% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 160 shares of the transportation company’s stock valued at $42,000 after purchasing an additional 43 shares during the last quarter. Los Angeles Capital Management LLC bought a new position in Ryder System during the fourth quarter worth about $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Ryder System during the fourth quarter worth about $34,000. Finally, Optima Capital LLC purchased a new position in shares of Ryder System in the fourth quarter worth about $39,000. Institutional investors own 87.47% of the company’s stock.

Key Ryder System News

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

• Positive Sentiment: Ryder posted Q2 adjusted EPS of $3.73, topping estimates and improving from $3.32 a year ago, which suggests the company is executing well despite a mixed freight and transportation backdrop. Article title
• Positive Sentiment: The company raised 2026 earnings guidance to $14.40-$14.80 per share, signaling management sees continued profitability momentum for the rest of the year. Article title
• Positive Sentiment: Adjusted operating performance was solid, with comparable pre-tax earnings rising year over year, reinforcing the idea that Ryder is managing costs and margins effectively. Article title
• Neutral Sentiment: Revenue of $2.69 billion came in below Wall Street expectations, so investors are likely balancing the earnings beat against softer-than-expected top-line growth. Article title
• Negative Sentiment: Third-quarter EPS guidance of $4.00-$4.20 was slightly below consensus, which may limit upside if investors focus on near-term caution rather than the stronger full-year outlook. Article title

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.