Q4 EPS Estimates for Landstar System Increased by Analyst

Landstar System, Inc. (NASDAQ:LSTR - Free Report) - Investment analysts at Zacks Research lifted their Q4 2025 earnings per share 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 of $2.00 per share 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.

Landstar System (NASDAQ:LSTR - Get Free Report) last issued its earnings results on Tuesday, October 29th. The transportation company reported $1.41 EPS for the quarter, missing analysts' consensus estimates of $1.45 by ($0.04). Landstar System had a net margin of 4.32% and a return on equity of 20.68%. The firm had revenue of $1.21 billion during the quarter, compared to analysts' expectations of $1.22 billion. During the same quarter in the prior year, the company earned $1.71 EPS. Landstar System's quarterly revenue was down 5.8% on a year-over-year basis.

A number of other equities analysts have also weighed in on the company. JPMorgan Chase & Co. lifted their price objective on Landstar System from $184.00 to $188.00 and gave the company a "neutral" rating in a research note on Wednesday, October 30th. Stephens decreased their price objective on shares of Landstar System from $190.00 to $180.00 and set an "equal weight" rating on the stock in a report on Wednesday, October 30th. Evercore ISI dropped their price target on Landstar System from $165.00 to $160.00 and set an "in-line" rating for the company in a research report on Wednesday, October 30th. Benchmark reiterated a "hold" rating on shares of Landstar System in a report on Wednesday, July 31st. Finally, UBS Group lifted their price target on Landstar System from $184.00 to $186.00 and gave the stock a "neutral" rating in a report on Wednesday, October 30th. One research analyst has rated the stock with a sell rating and twelve have given a hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $174.25.

Landstar System Stock Performance

Shares of LSTR stock traded down $4.59 during trading hours on Friday, hitting $182.82. The company's stock had a trading volume of 171,432 shares, compared to its average volume of 256,973. The company has a current ratio of 2.21, a quick ratio of 2.21 and a debt-to-equity ratio of 0.04. The company has a 50 day moving average of $183.92 and a 200 day moving average of $183.34. Landstar System has a 12-month low of $165.39 and a 12-month high of $201.40. The stock has a market cap of $6.46 billion, a PE ratio of 31.36 and a beta of 0.81.

Landstar System Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 10th. Stockholders of record on Tuesday, November 19th will be paid a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 0.79%. The ex-dividend date of this dividend is Tuesday, November 19th. Landstar System's payout ratio is 24.70%.

Insider Activity at Landstar System

In related news, CFO James P. Todd sold 1,000 shares of Landstar System stock in a transaction that occurred on Wednesday, November 6th. The shares were sold at an average price of $184.32, for a total value of $184,320.00. Following the completion of the transaction, the chief financial officer now owns 14,083 shares in the company, valued at $2,595,778.56. The trade was a 6.63 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 1.00% of the company's stock.

Institutional Investors Weigh In On Landstar System

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in Landstar System by 0.7% in the first quarter. Vanguard Group Inc. now owns 3,480,039 shares of the transportation company's stock valued at $670,812,000 after purchasing an additional 25,387 shares during the last quarter. Victory Capital Management Inc. raised its position 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 buying an additional 99,461 shares during the last quarter. Boston Partners boosted its holdings in Landstar System by 1.0% in the 1st quarter. Boston Partners now owns 1,586,286 shares of the transportation company's stock valued at $305,671,000 after purchasing an additional 15,424 shares in the last quarter. State Street Corp boosted its stake in shares of Landstar System by 1.4% in the third quarter. State Street Corp now owns 1,117,857 shares of the transportation company's stock valued at $211,130,000 after buying an additional 15,328 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of Landstar System by 6.6% during the 2nd quarter. Dimensional Fund Advisors LP now owns 594,895 shares of the transportation company's stock worth $109,743,000 after purchasing an additional 37,020 shares during the period. 97.95% of the stock is currently owned by institutional investors and hedge funds.

Landstar System Company Profile

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.