Ryder System (NYSE:R) Updates Q1 2026 Earnings Guidance

Ryder System (NYSE:R) updated its first quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.100-2.350 for the period, compared to the consensus EPS estimate of 3.250. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 13.450-14.450 EPS.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on R shares. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price objective on Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Wells Fargo & Company started coverage on shares of Ryder System in a research note on Friday, December 5th. They issued an “overweight” rating and a $210.00 target price on the stock. Morgan Stanley increased their target price on shares of Ryder System from $190.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 8th. Finally, Wolfe Research restated a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Ryder System presently has an average rating of “Moderate Buy” and an average price target of $205.67.

Ryder System Stock Down 1.5%

Shares of NYSE R opened at $212.41 on Wednesday. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 2.35. The company has a market cap of $8.58 billion, a price-to-earnings ratio of 17.94 and a beta of 0.96. Ryder System has a 12-month low of $125.54 and a 12-month high of $218.36. The firm’s 50-day simple moving average is $194.05 and its 200 day simple moving average is $184.36.

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

Ryder System Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is 30.74%.

Institutional Trading of Ryder System

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. raised its holdings in Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after purchasing an additional 109 shares during the last quarter. EverSource Wealth Advisors LLC grew its position 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 bought a new stake in shares of Ryder System during the second quarter worth approximately $159,000. Northwestern Mutual Wealth Management Co. lifted its holdings in Ryder System by 10.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock valued at $189,000 after buying an additional 110 shares during the period. Finally, Group One Trading LLC boosted its stake in Ryder System by 98.5% in the third quarter. Group One Trading LLC now owns 1,080 shares of the transportation company’s stock valued at $204,000 after acquiring an additional 536 shares during the last quarter. 87.47% of the stock is currently owned by institutional investors and hedge funds.

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.