Landstar System (NASDAQ:LSTR) Updates Q4 2025 Earnings Guidance

Landstar System (NASDAQ:LSTR) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided EPS guidance of 0.700-0.700 for the period, compared to the consensus EPS estimate of 1.230. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion.

Analyst Ratings Changes

A number of analysts have weighed in on LSTR shares. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Landstar System in a report on Monday, December 29th. JPMorgan Chase & Co. raised their target price on Landstar System from $134.00 to $162.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. Robert W. Baird set a $159.00 price target on Landstar System in a report on Wednesday, January 7th. Barclays increased their price target on shares of Landstar System from $130.00 to $155.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Finally, Truist Financial boosted their price objective on shares of Landstar System from $130.00 to $150.00 and gave the stock a “hold” rating in a research report on Thursday, January 15th. One 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 data from MarketBeat, Landstar System has a consensus rating of “Hold” and an average target price of $153.00.

Landstar System Trading Up 0.5%

LSTR opened at $157.84 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.05. Landstar System has a 52 week low of $119.32 and a 52 week high of $179.51. The business’s 50 day moving average is $141.51 and its two-hundred day moving average is $134.46. The firm has a market cap of $5.42 billion, a price-to-earnings ratio of 40.27 and a beta of 0.84.

Landstar System (NASDAQ:LSTR) last posted its quarterly earnings data 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 firm had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.21 billion. Landstar System had a net margin of 2.87% and a return on equity of 17.24%. Landstar System’s revenue was down .7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.41 earnings per share. On average, research analysts predict that Landstar System will post 6.1 EPS for the current year.

Landstar System Announces Dividend

The firm also recently disclosed an annual dividend, which was paid on Wednesday, January 21st. Shareholders of record on Tuesday, January 6th were given a dividend of $2.00 per share. This represents a yield of 134.0%. The ex-dividend date of this dividend was Tuesday, January 6th. Landstar System’s dividend payout ratio (DPR) is presently 40.82%.

Hedge Funds Weigh In On Landstar System

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Boston Partners raised its stake in Landstar System by 24.1% during the 3rd quarter. Boston Partners now owns 1,761,526 shares of the transportation company’s stock valued at $216,242,000 after acquiring an additional 341,808 shares during the last quarter. Northern Trust Corp grew its stake in shares of Landstar System by 4.3% in the 3rd quarter. Northern Trust Corp now owns 646,691 shares of the transportation company’s stock valued at $79,258,000 after purchasing an additional 26,905 shares during the last quarter. Qube Research & Technologies Ltd increased its holdings in shares of Landstar System by 18.8% in the third quarter. Qube Research & Technologies Ltd now owns 426,064 shares of the transportation company’s stock valued at $52,218,000 after purchasing an additional 67,310 shares during the period. Bank of America Corp DE raised its stake in shares of Landstar System by 9.4% during the second quarter. Bank of America Corp DE now owns 406,872 shares of the transportation company’s stock worth $56,563,000 after purchasing an additional 34,871 shares during the last quarter. Finally, Invesco Ltd. raised its stake in shares of Landstar System by 1.9% during the third quarter. Invesco Ltd. now owns 405,538 shares of the transportation company’s stock worth $49,703,000 after purchasing an additional 7,644 shares during the last quarter. Hedge funds and other institutional investors own 97.95% of the company’s stock.

About Landstar System

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.