Q4 EPS Estimates for Landstar System Increased by Analyst

Landstar System, Inc. (NASDAQ:LSTR) – Stock analysts at Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for shares of Landstar System in a note issued to investors on Tuesday, November 12th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings per share of $2.00 for the quarter, up from their prior estimate of $1.96. The consensus estimate for Landstar System’s current full-year earnings is $5.57 per share. Zacks Research also issued estimates for Landstar System’s Q2 2026 earnings at $2.11 EPS and Q3 2026 earnings at $2.13 EPS.

A number of other equities analysts have also recently issued reports on the stock. The Goldman Sachs Group cut their price objective on shares of Landstar System from $165.00 to $158.00 and set a “sell” rating on the stock in a research report on Wednesday, October 9th. Stephens dropped their price target on shares of Landstar System from $190.00 to $180.00 and set an “equal weight” rating on the stock in a research report on Wednesday, October 30th. JPMorgan Chase & Co. raised their price target on shares of Landstar System from $184.00 to $188.00 and gave the company a “neutral” rating in a research report on Wednesday, October 30th. TD Cowen dropped their price target on shares of Landstar System from $176.00 to $174.00 and set a “hold” rating on the stock in a research report on Wednesday, October 30th. Finally, Evercore ISI dropped their price target on shares of Landstar System from $165.00 to $160.00 and set an “in-line” rating on the stock in a research report on Wednesday, October 30th. One equities research analyst has rated the stock with a sell rating and twelve have issued a hold rating to the stock. According to MarketBeat.com, Landstar System presently has an average rating of “Hold” and an average target price of $174.25.

Landstar System Price Performance

LSTR stock opened at $182.82 on Friday. The stock has a market capitalization of $6.46 billion, a PE ratio of 31.36 and a beta of 0.81. The company’s 50-day moving average is $183.98 and its 200-day moving average is $183.38. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.21 and a quick ratio of 2.21. Landstar System has a 1 year low of $165.39 and a 1 year high of $201.40.

Landstar System (NASDAQ:LSTR) last released its quarterly earnings data on Tuesday, October 29th. The transportation company reported $1.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.45 by ($0.04). The company had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.22 billion. Landstar System had a return on equity of 20.68% and a net margin of 4.32%. Landstar System’s revenue for the quarter was down 5.8% compared to the same quarter last year. During the same period last year, the company earned $1.71 EPS.

Landstar System Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 10th. Shareholders of record on Tuesday, November 19th will be given a dividend of $0.36 per share. The ex-dividend date is Tuesday, November 19th. This represents a $1.44 annualized dividend and a dividend yield of 0.79%. Landstar System’s dividend payout ratio is currently 24.70%.

Insiders Place Their Bets

In other news, CFO James P. Todd sold 1,000 shares of the stock in a transaction on Wednesday, November 6th. The stock was sold at an average price of $184.32, for a total transaction of $184,320.00. Following the completion of the transaction, the chief financial officer now owns 14,083 shares in the company, valued at approximately $2,595,778.56. This represents a 6.63 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Landstar System

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in shares of Landstar System by 0.7% during the first quarter. Vanguard Group Inc. now owns 3,480,039 shares of the transportation company’s stock worth $670,812,000 after acquiring an additional 25,387 shares in the last quarter. Victory Capital Management Inc. lifted its holdings in Landstar System by 6.2% during the 2nd quarter. Victory Capital Management Inc. now owns 1,697,093 shares of the transportation company’s stock worth $313,080,000 after purchasing an additional 99,461 shares in the last quarter. Boston Partners boosted its position in shares of Landstar System by 1.0% in the first quarter. Boston Partners now owns 1,586,286 shares of the transportation company’s stock valued at $305,671,000 after acquiring an additional 15,424 shares during the period. State Street Corp increased its holdings in Landstar System by 1.4% during the 3rd quarter. State Street Corp now owns 1,117,857 shares of the transportation company’s stock worth $211,130,000 after acquiring an additional 15,328 shares during the period. Finally, Geode Capital Management LLC lifted its stake in Landstar System by 5.1% in the 3rd quarter. Geode Capital Management LLC now owns 813,546 shares of the transportation company’s stock worth $153,685,000 after purchasing an additional 39,223 shares in the last quarter. 97.95% of the stock is owned by hedge funds and other institutional investors.

About Landstar System

Landstar System, Inc provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. It operates through two segments: Transportation Logistics and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload and less-than-truckload transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage, as well as offers transportation services to other transportation companies, such as third party logistics and less-than-truckload services.