Zacks Research Expects Reduced Earnings for Landstar System

Landstar System, Inc. (NASDAQ:LSTR) – Analysts at Zacks Research cut their Q4 2025 earnings estimates for Landstar System in a research report issued on Tuesday, November 11th. Zacks Research analyst Team now anticipates that the transportation company will post earnings of $1.33 per share for the quarter, down from their prior estimate of $1.37. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Landstar System’s current full-year earnings is $6.10 per share. Zacks Research also issued estimates for Landstar System’s Q1 2026 earnings at $1.07 EPS, Q2 2026 earnings at $1.36 EPS, Q1 2027 earnings at $1.28 EPS and FY2027 earnings at $6.83 EPS.

A number of other brokerages also recently commented on LSTR. UBS Group reduced their price target on Landstar System from $149.00 to $147.00 and set a “neutral” rating for the company in a report on Wednesday, October 29th. Barclays reduced their target price on Landstar System from $135.00 to $130.00 and set an “equal weight” rating for the company in a research note on Thursday, October 30th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Landstar System in a report on Wednesday, October 8th. TD Cowen decreased their price objective on shares of Landstar System from $135.00 to $127.00 and set a “hold” rating for the company in a report on Wednesday, October 29th. Finally, Evercore ISI cut their target price on shares of Landstar System from $132.00 to $125.00 and set an “in-line” rating on the stock in a research note on Tuesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $134.60.

Landstar System Stock Up 0.4%

Shares of NASDAQ LSTR opened at $130.43 on Wednesday. Landstar System has a 1 year low of $119.32 and a 1 year high of $192.06. The firm has a market cap of $4.48 billion, a price-to-earnings ratio of 33.27 and a beta of 0.83. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.00 and a current ratio of 2.01. The stock’s 50-day simple moving average is $127.55 and its 200-day simple moving average is $133.66.

Landstar System (NASDAQ:LSTR) last released its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.22 earnings per share for the quarter, missing analysts’ consensus estimates of $1.24 by ($0.02). The firm had revenue of $1.21 billion for the quarter, compared to analyst estimates of $1.21 billion. Landstar System had a net margin of 2.87% and a return on equity of 17.24%. Landstar System’s revenue for the quarter was down .7% on a year-over-year basis. During the same period in the previous year, the business posted $1.41 earnings per share.

Institutional Trading of Landstar System

A number of institutional investors have recently made changes to their positions in LSTR. Kayne Anderson Rudnick Investment Management LLC grew its holdings in Landstar System by 8.5% during the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,083,704 shares of the transportation company’s stock worth $613,372,000 after acquiring an additional 319,101 shares during the period. Norges Bank bought a new position in shares of Landstar System during the 2nd quarter valued at about $40,190,000. Fenimore Asset Management Inc grew its stake in shares of Landstar System by 231.3% in the 3rd quarter. Fenimore Asset Management Inc now owns 341,130 shares of the transportation company’s stock worth $41,809,000 after purchasing an additional 238,173 shares during the last quarter. Nuveen LLC acquired a new position in shares of Landstar System in the 1st quarter worth approximately $34,540,000. Finally, Clarkston Capital Partners LLC bought a new stake in shares of Landstar System in the 2nd quarter worth approximately $27,217,000. 97.95% of the stock is owned by institutional investors and hedge funds.

Landstar System Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 9th. Stockholders of record on Tuesday, November 18th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Tuesday, November 18th. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. Landstar System’s dividend payout ratio is presently 40.82%.

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.