Landstar System, Inc. $LSTR Stake Lessened by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. decreased its holdings in shares of Landstar System, Inc. (NASDAQ:LSTR) by 7.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 187,400 shares of the transportation company’s stock after selling 16,130 shares during the quarter. Envestnet Asset Management Inc. owned 0.55% of Landstar System worth $22,968,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of LSTR. Cardinal Capital Management grew its stake in Landstar System by 0.4% during the 3rd quarter. Cardinal Capital Management now owns 24,324 shares of the transportation company’s stock valued at $2,981,000 after acquiring an additional 90 shares in the last quarter. Eukles Asset Management boosted its holdings in shares of Landstar System by 1.1% during the second quarter. Eukles Asset Management now owns 10,053 shares of the transportation company’s stock worth $1,398,000 after purchasing an additional 105 shares during the period. MAI Capital Management grew its position in Landstar System by 79.3% during the second quarter. MAI Capital Management now owns 242 shares of the transportation company’s stock valued at $34,000 after purchasing an additional 107 shares in the last quarter. Vident Advisory LLC increased its stake in Landstar System by 4.9% in the 2nd quarter. Vident Advisory LLC now owns 2,313 shares of the transportation company’s stock valued at $322,000 after buying an additional 107 shares during the period. Finally, Treasurer of the State of North Carolina lifted its position in Landstar System by 0.7% in the 2nd quarter. Treasurer of the State of North Carolina now owns 16,188 shares of the transportation company’s stock worth $2,250,000 after buying an additional 112 shares in the last quarter. 97.95% of the stock is owned by hedge funds and other institutional investors.

Landstar System Price Performance

Shares of NASDAQ:LSTR opened at $142.36 on Friday. The company has a market cap of $4.89 billion, a price-to-earnings ratio of 43.01 and a beta of 0.85. The business has a 50 day moving average price of $149.44 and a 200 day moving average price of $136.14. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Landstar System, Inc. has a twelve month low of $119.32 and a twelve month high of $165.25.

Landstar System Announces Dividend

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

Landstar System News Roundup

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.

Wall Street Analyst Weigh In

LSTR has been the topic of several research analyst reports. Weiss Ratings cut shares of Landstar System from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday. Robert W. Baird set a $164.00 price objective on Landstar System in a research report on Friday, January 30th. UBS Group dropped their target price on Landstar System from $149.00 to $147.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 29th. Wall Street Zen raised Landstar System from a “sell” rating to a “hold” rating in a research note on Saturday, December 27th. Finally, Evercore boosted their price target on Landstar System from $125.00 to $151.00 and gave the company an “in-line” rating in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $153.00.

Landstar System 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.