Zacks Research Lifts Earnings Estimates for Landstar System

Landstar System, Inc. (NASDAQ:LSTR) – Zacks Research upped their Q2 2026 earnings estimates for Landstar System in a research report issued on Wednesday, February 11th. Zacks Research analyst Team now forecasts that the transportation company will post earnings of $1.31 per share for the quarter, up from their prior forecast of $1.30. 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 Q1 2027 earnings at $1.44 EPS and FY2027 earnings at $6.85 EPS.

A number of other research analysts also recently weighed in on the stock. Robert W. Baird set a $164.00 price target on Landstar System in a research report on Friday, January 30th. Morgan Stanley increased their price objective on Landstar System from $133.00 to $135.00 and gave the company an “equal weight” rating in a report on Monday, December 8th. Wells Fargo & Company raised shares of Landstar System from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $145.00 to $170.00 in a research note on Tuesday, January 6th. Truist Financial lowered their target price on shares of Landstar System from $150.00 to $145.00 and set a “hold” rating on the stock in a report on Thursday, January 29th. Finally, Weiss Ratings cut shares of Landstar System from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $153.00.

Landstar System Price Performance

LSTR opened at $142.36 on Friday. The stock has a market capitalization of $4.89 billion, a P/E ratio of 43.01 and a beta of 0.85. 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 company’s 50 day simple moving average is $149.44 and its 200-day simple moving average is $136.14. Landstar System has a one year low of $119.32 and a one year high of $165.25.

Landstar System Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 18th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, February 18th. Landstar System’s payout ratio is presently 48.34%.

Institutional Investors Weigh In On Landstar System

Institutional investors have recently modified their holdings of the company. Peterson Wealth Services grew its position in Landstar System by 1,108.4% in the 3rd quarter. Peterson Wealth Services now owns 10,960 shares of the transportation company’s stock worth $1,343,000 after purchasing an additional 10,053 shares in the last quarter. Alps Advisors Inc. grew its holdings in shares of Landstar System by 69.8% in the third quarter. Alps Advisors Inc. now owns 94,863 shares of the transportation company’s stock valued at $11,626,000 after acquiring an additional 38,992 shares in the last quarter. Ballast Asset Management LP increased its position in shares of Landstar System by 28.2% during the third quarter. Ballast Asset Management LP now owns 34,579 shares of the transportation company’s stock valued at $4,238,000 after acquiring an additional 7,614 shares during the last quarter. Advantage Alpha Capital Partners LP purchased a new stake in shares of Landstar System during the second quarter valued at approximately $2,339,000. Finally, Fenimore Asset Management Inc lifted its holdings in Landstar System by 231.3% during the third quarter. Fenimore Asset Management Inc now owns 341,130 shares of the transportation company’s stock worth $41,809,000 after acquiring an additional 238,173 shares during the period. 97.95% of the stock is owned by institutional investors.

Key Landstar System News

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

• Positive Sentiment: Company strategic repositioning — coverage highlights Landstar’s effort to “reframe its edge” around talent and capabilities as AI competition intensifies, which investors may view as a durable competitive advantage that supports pricing and network strength. Is Landstar System (LSTR) Reframing Its Edge Around Talent As AI Competition Intensifies?
• Positive Sentiment: Analyst upward revisions — Zacks Research raised several estimates including Q1 2027 EPS (from $1.26 to $1.44), Q2 2026 (slightly) and FY2027 (from $6.73 to $6.85), indicating improving expectations for earnings later next year and providing near‑term fundamental support for the stock.
• Neutral Sentiment: Short interest report shows no meaningful change (data reflected zero/NaN values), so there is no clear short‑squeeze signal or increased bearish positioning to explain the move.
• Negative Sentiment: Offsetting estimate cuts — Zacks also trimmed FY2026 EPS (from $5.61 to $5.33) and reduced several 2026/2027 quarterly forecasts (Q1–Q4 2026 and some 2027 quarters), and kept a “Hold” rating. These downgrades highlight near‑term demand and margin risks, which could limit upside if macro or freight conditions weaken.

Landstar System Company Profile

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.