Ryder System stock: Barclays raises Ryder System stock target from USD 300 to USD 315

Published on 10/24/2026 at 02:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ryder posted USD 4.33 adjusted EPS in the third quarter, up 21.00 percent. USD 1.01 goes to Ryder System stock holders December 18, 2026.

Ryder earnings and capital returns

Barclays lifted its Ryder target to USD 315 on October 23, 2026.
Third-quarter total revenue reached USD 3.4 billion and full-year adjusted EPS guidance was USD 14.85-15.05.
Ryder will pay a USD 1.01 dividend on December 18, 2026, after the November 23, 2026 record date.

Ryder System, US7835491082, Illustration mit AI erstellt.

Ryder System (ISIN US7835491082) drew a higher analyst target after Barclays lifted its Ryder price objective from USD 300.00 to USD 315.00 on October 23, 2026, according to Markets Insider. The move followed Ryder's third-quarter results and a higher full-year earnings outlook.

Third-quarter earnings set the tone

Ryder reported total revenue of USD 3.433 billion for the three months ended September 30, 2026, up 8.00 percent from USD 3.171 billion a year earlier. GAAP earnings per share from continuing operations rose to USD 4.16 from USD 3.33, while comparable non-GAAP earnings per share increased to USD 4.33 from USD 3.57.

Management raised full-year 2026 comparable earnings-per-share guidance to USD 14.85-15.05 and lifted its return-on-equity outlook to 18.00-19.00 percent. The company also raised planned 2026 rental-fleet investment to USD 500 million from USD 200 million, directing capital toward expected 2027 rental demand.

Three dated catalysts

The recent sequence began on October 5, 2026, when JPMorgan raised its price objective from USD 296.00 to USD 298.00 and upgraded Ryder to Overweight, as reported by MarketBeat. On October 22, 2026, Ryder reported third-quarter comparable earnings per share of USD 4.33 and total revenue of USD 3.433 billion, followed on October 23, 2026 by Barclays raising its target to USD 315.00 from USD 300.00.

What matters for earnings quality?

Fleet Management Solutions supplied the strongest quantified contribution in the third quarter: revenue rose 10.00 percent to USD 1.616 billion and earnings before taxes increased 21.00 percent to USD 177 million. Supply Chain Solutions revenue rose 9.00 percent to USD 1.504 billion, while Dedicated Transportation Solutions operating revenue fell 1.00 percent to USD 455 million, showing that the recovery was uneven across segments.

Dividend dates are next

Ryder declared a USD 1.01 quarterly dividend on October 9, 2026. The payment date is December 18, 2026, for shareholders of record on November 23, 2026, according to the Ryder release.

NYSE valuation and outlook

Ryder was last at USD 270.90 on the NYSE on October 23, 2026 at 4:00 p.m. ET after the regular session. Its market capitalization was USD 10.4 billion, while the 52-week range stood at USD 160.08 to USD 284.25 on the same date. The figures frame the analyst targets against a stock trading below its yearly high, while the segment data leave margin execution as the key operating test.

The further course of trading is shown by the continuously updated real-time quote of Ryder System stock.