Ryder System, Inc.

NYSE:R 株式レポート

時価総額:US$9.3b

Ryder System 配当と自社株買い

配当金 基準チェック /56

Ryder Systemは配当を支払う会社で、現在の利回りは1.51%ですが、利益によって十分にカバーされています。次の支払い日は 19th June, 2026で、権利落ち日は18th May, 2026 。

主要情報

1.5%

配当利回り

6.3%

バイバック利回り

総株主利回り7.8%
将来の配当利回り1.6%
配当成長7.0%
次回配当支払日19 Jun 26
配当落ち日18 May 26
一株当たり配当金n/a
配当性向29%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Apr 30

R: Buybacks And 2026 Guidance Will Shape A Measured Risk Reward Profile

Analysts now put Ryder System's price target at about $259, up from roughly $227. The change reflects updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions.
Seeking Alpha Apr 23

Ryder System: Strong Fundamentals Justify Its Premium Valuation

Summary Ryder System has improved business resilience via a shift to leasing and conservative depreciation, supporting higher quality earnings and a 65% stock rally over the past year. Q1 results showed $2.54 EPS on flat $3.1 billion revenue, with segment margin expansion in Fleet Management and stable used vehicle pricing insulating performance. R reaffirmed FY guidance: 3% operating revenue growth, $14.05–$14.80 EPS, and $700–$800 million in free cash flow, targeting long-term ROE in the low-20% range. I maintain a 'Hold' rating, viewing shares as fairly valued near $230; I would consider adding on a pullback closer to $200. Read the full article on Seeking Alpha
ナラティブ更新 Apr 10

R: Buybacks And 2026 EPS Guidance Will Support A Balanced Outlook

Analysts have trimmed their price target on Ryder System slightly, citing updated assumptions for fair value at $226.56, a modest adjustment in the discount rate, and tweaks to revenue growth, profit margin, and future P/E expectations that together point to a more refined outlook rather than a major shift in view. What's in the News International Motors and Ryder System launched a joint autonomous truck pilot that places a factory-integrated autonomous vehicle into live freight operations on a daily 600-mile route between Laredo and Temple, Texas, for a Ryder supply chain customer (Key Developments).
ナラティブ更新 Mar 26

R: Recent Buybacks And 2026 Earnings Guidance Will Support Confidence

Analysts have slightly adjusted their price target for Ryder System to $227.22. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view essentially unchanged.
ナラティブ更新 Mar 10

R: Share Repurchases And Leadership Transition Will Support Confidence In 2026 Outlook

Analysts have maintained their $227.22 price target for Ryder System, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E, rather than a change in their overall view of the shares. What's in the News Ryder issued earnings guidance for the first quarter of 2026, with expected GAAP EPS between $1.95 and $2.20 per share, providing an early view of management’s earnings expectations for the year ahead.
ナラティブ更新 Feb 24

R: Leadership Transition And Capital Returns Will Support Balanced Outlook Through 2027

Analysts have adjusted their price target on Ryder System from $215.44 to $227.22, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Ryder issued earnings guidance for the first quarter of 2026, expecting GAAP EPS between $1.95 and $2.20 per share.
分析記事 Feb 15

Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

The yearly results for Ryder System, Inc. ( NYSE:R ) were released last week, making it a good time to revisit its...
ナラティブ更新 Feb 09

R: Leadership Succession And M&A Priorities Will Support Balanced Outlook Through 2027

Analysts now hold Ryder System's fair value estimate steady at about US$215.44, with only minor refinements to the discount rate, revenue growth, profit margin and future P/E assumptions informing the updated price target narrative. What's in the News CEO Robert E.
ナラティブ更新 Jan 23

R: Leadership Transition And M&A Expansion Will Support Measured Outlook Into 2027

Narrative Update: Ryder System Analyst Price Target Shift Analysts have adjusted their fair value estimate for Ryder System from about US$211.10 to roughly US$215.44, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News CEO Robert E.
ナラティブ更新 Jan 07

R: Leadership Transition And Buybacks Will Support Measured Outlook Into 2027

Analysts have slightly increased their price target on Ryder System, raising their fair value estimate from about $208.90 to roughly $211.10. This change reflects updated assumptions around revenue growth, profit margins and future P/E levels.
ナラティブ更新 Dec 17

R: Leadership Transition And Buybacks Will Shape Measured Upside Outlook

Narrative Update on Ryder System The analyst price target for Ryder System has been raised by approximately $7.60 to about $208.90, as analysts point to slightly stronger long term revenue growth, modestly improved profit margins, and a marginally higher forward P/E multiple to support a higher fair value estimate. What's in the News CEO Robert E.
ナラティブ更新 Dec 03

R: New Buybacks Will Support Future Upside Potential

Analysts have modestly raised their price target on Ryder System to approximately $201.33, reflecting slightly lower discount rate assumptions and a marginally higher long term profit outlook that together support a modestly richer future earnings multiple. What's in the News The Board of Directors authorized a new share repurchase program allowing Ryder to buy back up to 2,000,000 shares (about 4.95% of outstanding stock) to support capital structure flexibility and shareholder returns, effective through October 9, 2027 (company announcement).
ナラティブ更新 Nov 19

R: Share Repurchases And New Facility Will Support Future Upside

Analysts have maintained their price target for Ryder System at $201.33 per share. They state that stable growth and margin expectations continue to support current valuations.
ナラティブ更新 Nov 05

R: Share Repurchases And Expansions Will Drive Future Shareholder Returns

Analysts have lowered their price target for Ryder System from $206.56 to $201.33. This change reflects slight adjustments in projected revenue growth and updated profit margin expectations.
分析記事 Oct 28

Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that Ryder System, Inc. ( NYSE:R ) released its quarterly result to the market. The...
ナラティブ更新 Oct 22

Analysts Raise Ryder System Price Target as Profit Margins Improve and Expansion Continues

Analysts have raised their price target for Ryder System from $202.11 to $206.56. This reflects updated forecasts that include a slightly higher profit margin and discount rate, while revenue growth expectations and the projected future P/E ratio have been modestly adjusted.
ナラティブ更新 Oct 08

Domestic Supply Chains And Green Fleets Will Drive Future Growth

Analysts have raised their price target for Ryder System by $5.56 to $202.11 per share. They cited modest improvements in discount rate assumptions while noting slightly reduced projections for revenue growth and profit margins.
ナラティブ更新 Sep 23

Domestic Supply Chains And Green Fleets Will Drive Future Growth

Ryder System’s fair value has seen only a marginal increase, as both Future P/E and revenue growth forecasts remained virtually unchanged, resulting in a modest uptick in the consensus analyst price target from $194.00 to $196.56. What's in the News Issued Q3 2025 GAAP EPS guidance of $3.30–$3.50 and full-year 2025 GAAP EPS guidance of $12.15–$12.60, with revenue expected at $12.7 billion and net earnings of $520 million.
分析記事 Sep 19

Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?

While Ryder System, Inc. ( NYSE:R ) might not have the largest market cap around , it received a lot of attention from...
分析記事 Sep 01

These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Aug 14

Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Ryder System, Inc. ( NYSE:R ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 Jul 27

Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Ryder System, Inc. ( NYSE:R ) had a good week, as its shares rose 7.5% to close at US$183 following the...
分析記事 Jul 24

Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Ryder System, Inc. ( NYSE:R ) has announced that it will be increasing its periodic dividend on the 19th of September...
分析記事 Jun 01

Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 14

Is Now An Opportune Moment To Examine Ryder System, Inc. (NYSE:R)?

While Ryder System, Inc. ( NYSE:R ) might not have the largest market cap around , it saw a significant share price...
Seeking Alpha Mar 21

Ryder System: Attractive Despite Increased Uncertainty

Summary Ryder System has transitioned from short-term rentals to long-term contracts, providing stability and reducing volatility in economic downturns. Despite recent stock declines, Ryder's strategic repositioning and strong financial performance, including $12 EPS and $133 million in 2024 free cash flow, make it a buy. Economic uncertainty may slow new contract growth, but Ryder's stable revenue from long-term contracts and potential tax benefits offer resilience. With a 12% upside to fair value and a secure 2.3% dividend, the current pullback presents an attractive buying opportunity for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Oct 19

Why I'm Happy I Bought Ryder - 14 Months Later And Up 84% (Rating Downgrade)

Summary Ryder System has significantly outperformed, with a 115% increase in less than 24 months, but my position remained small due to diversification. Despite Ryder's strategic turnaround and strong KPIs, I now view the stock as fairly valued and recommend a "Hold" at $110/share. The company's recent M&As and improved financials are positives, but earnings volatility and high leverage temper my enthusiasm for further upside. Ryder's current valuation no longer offers significant upside; I suggest waiting for a price drop or exploring other investments. Read the full article on Seeking Alpha

配当金の支払いについて

今日May 08 2026配当落ち日May 18 2026配当支払日Jun 19 202632 days 配当落ちから次の10 days 、次の配当を受け取るために購入する。

決済の安定と成長

配当データの取得

安定した配当: Rの1株当たり配当金は過去10年間安定しています。

増加する配当: Rの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Ryder System 配当利回り対市場
R 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (R)1.5%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Transportation)1.7%
アナリスト予想 (R) (最長3年)1.6%

注目すべき配当: Rの配当金 ( 1.51% ) はUS市場の配当金支払者の下位 25% ( 1.41% ) よりも高くなっています。

高配当: Rの配当金 ( 1.51% ) はUS市場の配当金支払者の上位 25% ( 4.23% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: Rの 配当性向 ( 28.8% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: Rは 現金配当性向 ( 15% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 11:34
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ryder System, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays