Landstar System Q4 EPS Estimate Increased by Zacks Research

Landstar System, Inc. (NASDAQ:LSTR) – Equities researchers at Zacks Research lifted their Q4 2025 earnings per share estimates for shares of Landstar System in a report released on Tuesday, November 12th. Zacks Research analyst S. Goswami now forecasts that the transportation company will post earnings of $2.00 per share for the quarter, up from their previous forecast 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 issued its earnings results on Tuesday, October 29th. The transportation company reported $1.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.45 by ($0.04). The firm had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.22 billion. Landstar System had a return on equity of 20.68% and a net margin of 4.32%. The company’s quarterly revenue was down 5.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.71 EPS.

Several other equities analysts have also recently issued reports on the stock. Stifel Nicolaus lowered their target price on shares of Landstar System from $164.00 to $160.00 and set a “hold” rating on the stock in a research note on Thursday, August 1st. Stephens reduced their target price on shares of Landstar System from $190.00 to $180.00 and set an “equal weight” rating for the company in a report on Wednesday, October 30th. Susquehanna dropped their price objective on Landstar System from $165.00 to $160.00 and set a “neutral” rating for the company in a research note on Friday, November 1st. Benchmark reiterated a “hold” rating on shares of Landstar System in a report on Wednesday, July 31st. Finally, UBS Group raised their target price on shares of Landstar System from $184.00 to $186.00 and gave the company a “neutral” rating in a report on Wednesday, October 30th. One analyst has rated the stock with a sell rating and twelve have issued a hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $174.25.

Landstar System Stock Performance

LSTR stock opened at $187.41 on Friday. The stock has a market capitalization of $6.62 billion, a PE ratio of 32.15 and a beta of 0.81. The stock’s 50 day simple moving average is $183.78 and its 200 day simple moving average is $183.31. Landstar System has a 12-month low of $165.39 and a 12-month high of $201.40. The company has a current ratio of 2.21, a quick ratio of 2.21 and a debt-to-equity ratio of 0.04.

Landstar System Dividend Announcement

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 0.77%. Landstar System’s dividend payout ratio (DPR) is 24.70%.

Insider Buying and Selling

In other Landstar System news, CFO James P. Todd sold 1,000 shares of Landstar System stock in a transaction dated Wednesday, November 6th. The stock was sold at an average price of $184.32, for a total value of $184,320.00. Following the transaction, the chief financial officer now owns 14,083 shares in the company, valued at $2,595,778.56. The trade was a 6.63 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the company. Massmutual Trust Co. FSB ADV grew its holdings in Landstar System by 108.8% in the second quarter. Massmutual Trust Co. FSB ADV now owns 142 shares of the transportation company’s stock worth $26,000 after purchasing an additional 74 shares during the last quarter. Quest Partners LLC purchased a new position in Landstar System during the 2nd quarter worth $73,000. Mather Group LLC. increased its position in Landstar System by 183.5% during the 2nd quarter. Mather Group LLC. now owns 394 shares of the transportation company’s stock valued at $76,000 after buying an additional 255 shares in the last quarter. Whittier Trust Co. of Nevada Inc. raised its stake in 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 buying an additional 358 shares during the last quarter. Finally, GAMMA Investing LLC boosted its holdings in Landstar System by 58.1% in the second quarter. GAMMA Investing LLC now owns 498 shares of the transportation company’s stock worth $92,000 after acquiring an additional 183 shares in the last quarter. Institutional investors 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.