Q4 EPS Estimates for Landstar System Reduced by Analyst

Landstar System, Inc. (NASDAQ:LSTR) – Research analysts at Zacks Research lowered their Q4 2025 earnings per share estimates for shares of Landstar System in a research note issued to investors on Tuesday, November 11th. Zacks Research analyst Team now anticipates that the transportation company will earn $1.33 per share for the quarter, down from their previous estimate of $1.37. Zacks Research has a “Strong Sell” 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 2026 earnings at $1.07 EPS, Q2 2026 earnings at $1.36 EPS, Q1 2027 earnings at $1.28 EPS and FY2027 earnings at $6.83 EPS.

Landstar System (NASDAQ:LSTR) last released its earnings results on Tuesday, October 28th. The transportation company reported $1.22 earnings per share for the quarter, missing the consensus estimate of $1.24 by ($0.02). The business had revenue of $1.21 billion for the quarter, compared to analysts’ expectations of $1.21 billion. Landstar System had a net margin of 2.87% and a return on equity of 17.24%. The company’s revenue was down .7% compared to the same quarter last year. During the same period last year, the firm earned $1.41 EPS.

LSTR has been the subject of a number of other research reports. TD Cowen cut their target price on shares of Landstar System from $135.00 to $127.00 and set a “hold” rating for the company in a research report on Wednesday, October 29th. Evercore ISI cut their price objective on Landstar System from $132.00 to $125.00 and set an “in-line” rating for the company in a report on Tuesday, September 30th. Weiss Ratings reissued a “sell (d+)” rating on shares of Landstar System in a research report on Wednesday, October 8th. Susquehanna lowered their target price on Landstar System from $121.00 to $110.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 29th. Finally, Barclays dropped their target price on Landstar System from $135.00 to $130.00 and set an “equal weight” rating on the stock in a research report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $134.60.

Landstar System Stock Performance

Shares of LSTR opened at $129.95 on Wednesday. The company’s 50 day moving average price is $127.57 and its 200 day moving average price is $133.68. Landstar System has a 52 week low of $119.32 and a 52 week high of $192.33. The company has a market capitalization of $4.46 billion, a PE ratio of 33.15 and a beta of 0.83. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.00 and a current ratio of 2.01.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in LSTR. EverSource Wealth Advisors LLC lifted its holdings in Landstar System by 63.5% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 515 shares of the transportation company’s stock worth $63,000 after purchasing an additional 200 shares during the last quarter. Vestmark Advisory Solutions Inc. raised its position in shares of Landstar System by 0.4% in the third quarter. Vestmark Advisory Solutions Inc. now owns 20,585 shares of the transportation company’s stock valued at $2,523,000 after purchasing an additional 78 shares during the period. Citigroup Inc. lifted its stake in shares of Landstar System by 112.0% in the third quarter. Citigroup Inc. now owns 112,870 shares of the transportation company’s stock worth $13,833,000 after buying an additional 59,626 shares during the last quarter. NewEdge Wealth LLC boosted its holdings in shares of Landstar System by 0.8% during the 3rd quarter. NewEdge Wealth LLC now owns 20,827 shares of the transportation company’s stock worth $2,666,000 after buying an additional 160 shares during the period. Finally, GSA Capital Partners LLP acquired a new position in Landstar System in the 3rd quarter valued at $271,000. 97.95% of the stock is owned by institutional investors.

Landstar System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 9th. Stockholders of record on Tuesday, November 18th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, November 18th. Landstar System’s dividend payout ratio is 40.82%.

About Landstar System

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.