Q4 EPS Forecast for Landstar System Increased by Analyst

Landstar System, Inc. (NASDAQ:LSTR) – Equities research 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 expects that the transportation company will post earnings of $2.00 per share for the quarter, up from their previous 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) last announced 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 return on equity of 20.68% and a net margin of 4.32%. The firm had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the prior year, the firm posted $1.71 earnings per share. The business’s revenue for the quarter was down 5.8% compared to the same quarter last year.

LSTR has been the subject of several other research reports. Stifel Nicolaus decreased their price objective on Landstar System from $164.00 to $160.00 and set a “hold” rating for the company in a report on Thursday, August 1st. TD Cowen lowered their price target on Landstar System from $176.00 to $174.00 and set a “hold” rating for the company in a report on Wednesday, October 30th. Evercore ISI decreased their price objective on shares of 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. JPMorgan Chase & Co. boosted their target price on shares of Landstar System from $184.00 to $188.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 30th. Finally, Susquehanna lowered their price objective on shares of Landstar System from $165.00 to $160.00 and set a “neutral” rating for the company in a research note on Friday, November 1st. One investment analyst has rated the stock with a sell rating and twelve have issued a hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $174.25.

Landstar System Trading Down 2.4 %

NASDAQ LSTR opened at $182.82 on Friday. The firm has a market cap of $6.46 billion, a PE ratio of 31.36 and a beta of 0.81. Landstar System has a 52 week low of $165.39 and a 52 week high of $201.40. The company has a quick ratio of 2.21, a current ratio of 2.21 and a debt-to-equity ratio of 0.04. The company has a 50 day moving average price of $183.92 and a 200 day moving average price of $183.34.

Landstar System Announces Dividend

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

Insider Transactions at Landstar System

In other news, CFO James P. Todd sold 1,000 shares of the stock in a transaction dated Wednesday, November 6th. The shares were sold at an average price of $184.32, for a total transaction of $184,320.00. Following the sale, the chief financial officer now directly owns 14,083 shares of the company’s stock, valued at $2,595,778.56. This represents a 6.63 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On Landstar System

A number of large investors have recently bought and sold shares of the business. Massmutual Trust Co. FSB ADV increased its position in shares of Landstar System by 108.8% in the second quarter. Massmutual Trust Co. FSB ADV now owns 142 shares of the transportation company’s stock valued at $26,000 after buying an additional 74 shares in the last quarter. Mather Group LLC. raised its position in Landstar System by 183.5% during the second quarter. Mather Group LLC. now owns 394 shares of the transportation company’s stock worth $76,000 after acquiring an additional 255 shares during the period. Quest Partners LLC purchased a new position in Landstar System during the second quarter valued at $73,000. Whittier Trust Co. of Nevada Inc. grew its position in shares of Landstar System by 431.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 441 shares of the transportation company’s stock valued at $83,000 after purchasing an additional 358 shares during the period. Finally, GAMMA Investing LLC increased its stake in shares of Landstar System by 58.1% during the second quarter. GAMMA Investing LLC now owns 498 shares of the transportation company’s stock worth $92,000 after purchasing an additional 183 shares in the last quarter. Institutional investors and hedge funds own 97.95% of the company’s stock.

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.