Barclays Raises Ryder System (R) Price Target to $315

Ryder System, Inc. (R) business photo

Key Points

  • Barclays maintained its Overweight rating on Ryder System on October 23, 2026, pushing its price target higher from $300.00 to $315.00.
  • Barclays's $315 price target implies 18.63% upside from Ryder System, Inc.'s ($R) current $265.53 share price.
  • Shares traded near $265.53 recently, resting well above both their 50-day and 200-day moving averages.
  • The logistics company posts trailing twelve-month revenue of $13.1 billion with an earnings per share total of $13.13.

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Barclays maintained its Overweight rating on Ryder System, Inc. R on October 23, 2026, while raising its price target from $300.00 to $315.00. The research note highlights confidence in the logistics provider as shares continue to trade above key moving averages.

R Ryder System, Inc.
$265.53 +38.43% year to date
Daily close · Oct 22, 2026
Analyst rating track record

Barclays vs. the S&P 500

YTD return +1.46% hypothetical
All-time return +1.46% S&P 500 +0.15%
vs. S&P 500 +1.31% ahead of the index

Hypothetical returns from Barclays's disclosed trades, not real profit or advice. How we model this.

Barclays's Call on Ryder System

On October 23, 2026, Barclays maintained its Overweight rating on Ryder System, Inc. and lifted its price target from $300.00 to $315.00. The firm remains positive on the transport company's ongoing outlook.

Other Institutional Activity in Ryder System

Earnest Partners LLC reduced its holdings by 39,961 shares, ending with 1,479,457 shares valued at about $392,840,215.0. LSV Asset Management cut its stake by 141,381 shares, finishing with 1,124,337 shares worth roughly $298,545,202.0. American Century Companies Inc trimmed its position by 40,193 shares down to 858,989 shares valued at about $228,087,348.0.

Ryder System, Inc. Stock Up 10.5%

Ryder System recently changed hands around $265.53 as of October 23, 2026, matching its closing price of $265.53 on October 22, 2026. The stock trades about 9.5% above its 50-day moving average of $242.59 and roughly 13.0% above its 200-day moving average of $235.01. Shares sit 6.6% below their 52-week high of $284.25 and 68.4% above their 52-week low of $157.67.

12-month forecast

$R price target

Ryder System, Inc. daily closes and this analyst's $315 target. Not advice.

Recent Earnings

Ryder System reported trailing twelve-month revenue of $13,080,999,936.0 alongside an EPS of $13.13. The firm posts a net profit margin of 4.0% and a return on equity of 17.2%. Its next earnings report arrives on February 10, 2027.

Dividend

The company distributes an annual dividend rate of $4.04 per share, giving it a dividend yield of 1.52% based on current trading levels. The payout ratio rests at 29.6%.

Insider Buying and Selling at Ryder System, Inc.

Company insiders completed several share sales earlier in the year, including President John J. Diez selling 9,632 shares on February 25, 2026, at $222.20 for a total value of $2,140,230.0. Director Luis P. Nieto Jr. sold 720 shares on May 4, 2026, at $235.79. Officer Sanford J. Hodes parted with 595 shares on May 28, 2026, at $251.95, while Officer Robert D. Fatovic sold 5,000 shares on May 29, 2026, at $249.85.

Analysts Set New Price Targets

Several other firms adjusted their views on the stock recently, starting with JP Morgan upgrading the stock to Overweight with a $298.00 target on October 5, 2026. Citigroup upgraded its rating to Buy with a $285.00 target on October 8, 2026. On October 23, 2026, Wells Fargo maintained an Overweight rating and lifted its target to $305.00, while Stephens & Co. kept an Overweight rating and raised its target to $305.00.

About Ryder System

Headquartered in Coral Gables, Florida, Ryder System operates as a logistics and commercial vehicle leasing provider. It runs three primary units covering fleet management, supply chain solutions, and dedicated transportation services to business clients worldwide.

Bottom Line

Investors will watch for the company's next financial results scheduled for February 2027 to see if operational momentum supports these higher analyst targets.

Source: Barclays's rating change on $R (Oct 23, 2026). Written by software, not financial advice. How we make alerts

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