Q1 EPS Estimates for Landstar System Cut by Zacks Research

Landstar System, Inc. (NASDAQ:LSTR) – Stock analysts at Zacks Research decreased their Q1 2026 earnings estimates for shares of Landstar System in a research report issued to clients and investors on Wednesday, February 11th. Zacks Research analyst Team now forecasts that the transportation company will earn $1.05 per share for the quarter, down from their previous estimate of $1.07. Zacks Research has a “Hold” 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 Q3 2026 earnings at $1.38 EPS, Q4 2026 earnings at $1.59 EPS, FY2026 earnings at $5.33 EPS, Q2 2027 earnings at $1.86 EPS, Q3 2027 earnings at $1.72 EPS, Q4 2027 earnings at $1.82 EPS and FY2028 earnings at $8.90 EPS.

A number of other research firms have also weighed in on LSTR. UBS Group lowered their price objective on Landstar System from $149.00 to $147.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 29th. Wall Street Zen raised shares of Landstar System from a “sell” rating to a “hold” rating in a research report on Saturday, December 27th. TD Cowen restated a “hold” rating on shares of Landstar System in a research report on Friday, January 9th. Morgan Stanley lifted their target price on shares of Landstar System from $133.00 to $135.00 and gave the stock an “equal weight” rating in a research note on Monday, December 8th. Finally, Weiss Ratings raised shares of Landstar System from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $153.00.

Landstar System Price Performance

LSTR stock opened at $137.36 on Thursday. Landstar System has a 1 year low of $119.32 and a 1 year high of $165.25. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 2.01. The firm has a market capitalization of $4.72 billion, a PE ratio of 41.50 and a beta of 0.85. The business has a 50 day simple moving average of $149.44 and a 200-day simple moving average of $136.13.

Institutional Trading of Landstar System

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Los Angeles Capital Management LLC purchased a new position in Landstar System in the fourth quarter valued at $25,000. Quarry LP acquired a new position in shares of Landstar System in the 3rd quarter valued at $25,000. Global Retirement Partners LLC grew its stake in shares of Landstar System by 320.0% in the 4th quarter. Global Retirement Partners LLC now owns 189 shares of the transportation company’s stock valued at $27,000 after purchasing an additional 144 shares during the last quarter. MAI Capital Management raised its holdings in Landstar System by 79.3% during the second quarter. MAI Capital Management now owns 242 shares of the transportation company’s stock worth $34,000 after purchasing an additional 107 shares in the last quarter. Finally, UMB Bank n.a. lifted its holdings in Landstar System by 335.8% in the third quarter. UMB Bank n.a. now owns 292 shares of the transportation company’s stock valued at $36,000 after acquiring an additional 225 shares during the period. 97.95% of the stock is currently owned by hedge funds and other institutional investors.

Landstar System Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 18th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Wednesday, February 18th. Landstar System’s dividend payout ratio (DPR) is 48.34%.

Key Stories Impacting Landstar System

Here are the key news stories impacting Landstar System this week:

• Positive Sentiment: Company balance-sheet metrics remain strong — very low debt-to-equity (0.06) and healthy liquidity (current ratio ~1.75, quick ratio ~2.01), which reduces financing risk and supports stability through cycles.
• Positive Sentiment: Sector/market attention: coverage noting that Landstar is getting visibility as the Nasdaq transport complex moves — could help attract buyers if broader transport sentiment improves. Kalkine Article
• Neutral Sentiment: Reported short-interest data appears to show zero shares (and 0.0 days to cover) — likely a data/reporting anomaly rather than meaningful positioning change. Investors should treat that figure cautiously and check later updates.
• Neutral Sentiment: Valuation and technical context: trailing/forward multiples are elevated (PE ~41.5) and the stock is trading below its 50-day moving average but near the 200-day average — mixed signals for momentum traders.
• Negative Sentiment: Multiple downward EPS revisions from Zacks Research across Q1–Q4 2026 and into 2027, including a cut to FY2026 from $5.61 to $5.33 and several quarterly trims — Zacks maintains a “Hold” rating. These revisions are the primary near-term catalyst weighing on the stock. MarketBeat / Zacks Coverage
• Negative Sentiment: Heavy intraday selling volume (well above average) accompanied the decline, indicating active repositioning by investors and increasing downside pressure in the short term.

About Landstar System

Landstar System, Inc provides integrated transportation management solutions through a network of independent agents and third-party capacity providers. The company specializes in truckload brokerage, intermodal, air and ocean freight, expedited and heavy-haul services, along with value-added offerings such as cargo insurance, customs brokerage and supply chain management. Landstar’s proprietary technology platform enables real-time load matching, shipment tracking and data analytics to optimize fleet utilization and improve customer service.

Founded in 1968 and headquartered in Jacksonville, Florida, Landstar pioneered an asset-light brokerage model that has evolved into a global logistics operation.