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

Ryder System (NYSE:R) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 14.400-14.800 for the period, compared to the consensus EPS estimate of 14.660. The company issued revenue guidance of $10.7 billion-$10.7 billion, compared to the consensus revenue estimate of $13.1 billion. Ryder System also updated its Q3 2026 guidance to 4.000-4.200 EPS.

Ryder System Trading Up 0.8%

R opened at $276.85 on Thursday. Ryder System has a one year low of $157.67 and a one year high of $284.25. The company has a market cap of $10.71 billion, a P/E ratio of 23.01 and a beta of 1.01. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.68 and a current ratio of 0.68. The business’s 50-day simple moving average is $260.83 and its 200-day simple moving average is $228.21.

Ryder System (NYSE:R) last released its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 EPS for the quarter, topping the consensus estimate of $3.69 by $0.04. The company had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.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. As a group, equities research analysts expect that Ryder System will post 14.73 EPS for the current fiscal year.

Ryder System Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be paid a dividend of $1.01 per share. The ex-dividend date of this dividend is Monday, August 24th. This represents a $4.04 annualized dividend and a yield of 1.5%. This is a boost from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio (DPR) is currently 30.26%.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Wednesday, May 27th. Stephens upgraded shares of Ryder System to a “strong-buy” rating in a research report on Wednesday, July 8th. Citizens Jmp initiated coverage on shares of Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. Wells Fargo & Company upped their price objective 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. Finally, JPMorgan Chase & Co. boosted their price target on shares of Ryder System from $203.00 to $250.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.00.

Insider Activity at Ryder System

In other Ryder System news, SVP Sanford J. Hodes sold 595 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the completion of the transaction, the senior vice president 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 transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the completion of the transaction, the director directly owned 29,974 shares of the company’s stock, valued at $7,067,569.46. The trade was a 2.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 4.90% of the company’s stock.

Hedge Funds Weigh In On Ryder System

Several institutional investors and hedge funds have recently bought and sold shares of R. Los Angeles Capital Management LLC acquired a new position in shares of Ryder System in the 4th quarter valued at $31,000. Geneos Wealth Management Inc. raised its position in shares of Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after buying an additional 109 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in Ryder System by 316.1% in the second quarter. EverSource Wealth Advisors LLC now owns 387 shares of the transportation company’s stock valued at $62,000 after acquiring an additional 294 shares during the last quarter. Meeder Asset Management Inc. acquired a new position in Ryder System in the fourth quarter valued at $65,000. Finally, Kestra Advisory Services LLC purchased a new stake in Ryder System during the fourth quarter valued at about $78,000. Institutional investors and hedge funds own 87.47% of the company’s stock.

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.