Stephens Raises Ryder System (R) Price Target to $305
Key Points
- Stephens kept an Overweight rating on Ryder System, Inc. on October 23, 2026, and raised its price target from $280.00 to $305.00.
- Stephens's $305 price target implies 14.86% upside from Ryder System, Inc.'s ($R) current $265.53 share price.
- Ryder System recently traded around $265.53, sitting above its 50-day moving average of $242.59.
- The company offers an annual dividend rate of $4.04 per share, with a payout ratio of 29.6%.
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Stephens kept its Overweight rating on Ryder System, Inc. ticker R on October 23, 2026, while lifting its price target from $280.00 to $305.00. The research note adds to a busy week of updates from the firm, following similar calls on other financial and industrial names across the market. Wall Street currently maintains a consensus buy recommendation on the transportation provider with a mean target price of $297.00 across nine analyst opinions.
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Ryder System, Inc.
Stephens vs. the S&P 500
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Stephens's Call on Ryder System
In its research note published on October 23, 2026, Stephens reiterated its Overweight rating on the logistics firm and bumped up the price target to $305.00 from $280.00. The call aligns with several recent moves from other Wall Street houses. JP Morgan previously upgraded the stock to Overweight with a $298.00 target on October 5, 2026, while Citigroup raised its target to $285.00 on October 8, 2026. Conversely, Baird downgraded the stock to Neutral on September 29, 2026, and lowered its target to $245.00.
Other Institutional Activity in Ryder System
Large investment firms have adjusted their holdings in the rental and leasing specialist during recent reporting periods. Earnest Partners LLC reduced its stake by 39,961 shares, ending with 1,479,457 shares valued at about $392,840,215.00. LSV Asset Management cut its position by 141,381 shares to hold 1,124,337 shares worth roughly $298,545,202.00. American Century Companies Inc trimmed its holdings by 40,193 shares, leaving it with 858,989 shares valued at about $228,087,348.00.
Ryder System, Inc. Stock Up 10.5%
Shares of Ryder System recently traded around $265.53 as of October 23, 2026, roughly equal to the previous close of $265.53 on October 22, 2026. The stock trades above its 50-day moving average of $242.59 and its 200-day moving average of $235.01, sitting 6.6% below its 52-week high of $284.25.
$R price target
Ryder System, Inc. daily closes and this analyst's $305 target. Not advice.
Recent Earnings
Ryder System reported trailing-twelve-month revenue of $13,081,000,000.00 alongside earnings of $13.13 per share. The firm posted a return on equity of 17.2% and a net margin of 4.0%. Investors can look for the next earnings report on February 10, 2027.
Dividend
The company distributes an annual dividend rate of $4.04 per share, translating to a dividend yield of 1.52%. The payout ratio sits at 29.6%, indicating how much of its earnings the company returns to shareholders through dividends.
Insider Buying and Selling at Ryder System, Inc.
Company insiders have completed several transactions over the past year. President John J. Diez sold 9,632 shares on February 25, 2026, at an average price of $222.20 for a total value of $2,140,230.00. Director Luis P. Nieto Jr. sold 720 shares on May 4, 2026, at $235.79 per share. Officer Sanford J. Hodes disposed of 595 shares on May 28, 2026, at $251.95 each, while Officer Robert D. Fatovic sold 5,000 shares on May 29, 2026, at an average price of $249.85.
About Ryder System
Ryder System, Inc. provides supply chain, dedicated transportation, and fleet management services to businesses around the world. The company helps commercial clients manage trucks, trailers, and complex distribution networks through its three main operational segments. Analyst updates from firms like Stephens help investors gauge how well the company's asset management and logistics operations are performing against broader market trends.
Bottom Line
Stephens's raised target points to continued confidence in the logistics provider's outlook. Investors will monitor upcoming operational results and broader shipping demand when the company releases its next earnings report on February 10, 2027.
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Source: Stephens's rating change on $R (Oct 23, 2026). Written by software, not financial advice. How we make alerts