Zacks Research Expects Reduced Earnings for Landstar System

Landstar System, Inc. (NASDAQ:LSTR) – Zacks Research decreased their Q4 2025 earnings per share estimates for Landstar System in a report released on Tuesday, November 11th. Zacks Research analyst Team now forecasts that the transportation company will post earnings of $1.33 per share for the quarter, down from their prior forecast of $1.37. Zacks Research currently 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 announced its earnings results on Tuesday, October 28th. The transportation company reported $1.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.24 by ($0.02). The company had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.21 billion. Landstar System had a return on equity of 17.24% and a net margin of 2.87%.The company’s revenue was down .7% compared to the same quarter last year. During the same period last year, the firm posted $1.41 EPS.

Several other equities research analysts have also recently weighed in on the stock. Wall Street Zen cut shares of Landstar System from a “hold” rating to a “sell” rating in a research note on Sunday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Landstar System in a research report on Wednesday, October 8th. Susquehanna decreased their price objective on Landstar System from $121.00 to $110.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th. JPMorgan Chase & Co. lowered their price objective on Landstar System from $138.00 to $134.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 29th. Finally, Stifel Nicolaus reduced their target price on Landstar System from $130.00 to $127.00 and set a “hold” rating for the company in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Landstar System currently has a consensus rating of “Hold” and an average price target of $134.60.

Landstar System Stock Performance

NASDAQ LSTR opened at $129.95 on Wednesday. The company’s fifty day moving average is $127.57 and its two-hundred day moving average 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 debt-to-equity ratio of 0.05, a current ratio of 2.01 and a quick ratio of 2.00. The firm has a market capitalization of $4.46 billion, a price-to-earnings ratio of 33.15 and a beta of 0.83.

Landstar System Dividend Announcement

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

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. MAI Capital Management boosted its stake in shares of Landstar System by 79.3% in the 2nd 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. UMB Bank n.a. increased its position in shares of Landstar System by 335.8% during the 3rd quarter. UMB Bank n.a. now owns 292 shares of the transportation company’s stock worth $36,000 after purchasing an additional 225 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in Landstar System by 132.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 142 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in Landstar System by 118.8% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 280 shares of the transportation company’s stock valued at $39,000 after purchasing an additional 152 shares during the last quarter. Finally, Hantz Financial Services Inc. boosted its position in Landstar System by 7,650.0% in the second quarter. Hantz Financial Services Inc. now owns 310 shares of the transportation company’s stock valued at $43,000 after buying an additional 306 shares in the last quarter. 97.95% of the stock is currently owned by institutional investors and hedge funds.

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.