Landstar System Q3 EPS Estimate Lowered by Zacks Research

Key Points

• Zacks Research has lowered its Q3 2025 EPS estimate for Landstar System from $1.37 to $1.23, while the full-year earnings consensus estimate stands at $6.10 per share.
• Landstar System recently reported earnings of $1.20 per share for the last quarter, beating the consensus estimate of $1.16 but showing a revenue decline of 1.1% year-over-year.
• The company announced a quarterly dividend of $0.40, yielding 1.2%, with a payout ratio of 33.54%.

Landstar System, Inc. (NASDAQ:LSTR - Free Report) - Equities research analysts at Zacks Research cut their Q3 2025 earnings per share (EPS) estimates for Landstar System in a report released on Tuesday, August 12th. Zacks Research analyst S. Goswami now forecasts that the transportation company will earn $1.23 per share for the quarter, down from their prior forecast of $1.37. 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 Q4 2025 earnings at $1.37 EPS, FY2025 earnings at $4.65 EPS, Q1 2026 earnings at $1.24 EPS, Q2 2026 earnings at $1.45 EPS, Q3 2026 earnings at $1.40 EPS and FY2027 earnings at $7.26 EPS.

Several other analysts have also recently issued reports on LSTR. Wall Street Zen cut shares of Landstar System from a "hold" rating to a "sell" rating in a research report on Saturday, July 12th. TD Cowen cut their price target on shares of Landstar System from $141.00 to $135.00 and set a "hold" rating on the stock in a report on Wednesday, July 30th. JPMorgan Chase & Co. decreased their price target on shares of Landstar System from $139.00 to $138.00 and set a "neutral" rating for the company in a report on Tuesday, July 8th. Robert W. Baird started coverage on shares of Landstar System in a report on Tuesday, July 1st. They set an "outperform" rating and a $166.00 target price for the company. Finally, Stifel Nicolaus reduced their target price on shares of Landstar System from $140.00 to $131.00 and set a "hold" rating for the company in a report on Thursday, July 31st. Two analysts have rated the stock with a sell rating, twelve have assigned a hold rating, one has assigned a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $145.17.

Landstar System Price Performance

Landstar System stock traded down $1.96 during mid-day trading on Wednesday, hitting $129.11. The stock had a trading volume of 286,203 shares, compared to its average volume of 427,383. The firm has a market capitalization of $4.47 billion, a P/E ratio of 27.07 and a beta of 0.86. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.06. The firm's 50 day moving average is $137.45 and its 200 day moving average is $143.41. Landstar System has a one year low of $123.43 and a one year high of $196.86.

Landstar System (NASDAQ:LSTR - Get Free Report) last released its earnings results on Tuesday, July 29th. The transportation company reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.04. 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 3.51% and a return on equity of 17.49%. The business's revenue was down 1.1% on a year-over-year basis. During the same period last year, the business earned $1.48 earnings per share.

Landstar System Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 9th. Stockholders of record on Tuesday, August 19th will be paid a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, August 19th. Landstar System's payout ratio is currently 33.54%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Kayne Anderson Rudnick Investment Management LLC grew its stake in shares of Landstar System by 8.5% during the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,083,704 shares of the transportation company's stock worth $613,372,000 after acquiring an additional 319,101 shares in the last quarter. Victory Capital Management Inc. lifted its stake in Landstar System by 2.1% in the first quarter. Victory Capital Management Inc. now owns 1,654,910 shares of the transportation company's stock valued at $248,567,000 after buying an additional 33,399 shares during the period. Boston Partners raised its position in Landstar System by 14.2% in the 2nd quarter. Boston Partners now owns 1,419,718 shares of the transportation company's stock valued at $197,310,000 after buying an additional 176,601 shares during the last quarter. Northern Trust Corp grew its stake in Landstar System by 9.1% in the 1st quarter. Northern Trust Corp now owns 734,256 shares of the transportation company's stock valued at $110,285,000 after purchasing an additional 61,477 shares during the period. Finally, First Trust Advisors LP increased its holdings in Landstar System by 6.8% in the 2nd quarter. First Trust Advisors LP now owns 731,615 shares of the transportation company's stock worth $101,709,000 after acquiring an additional 46,547 shares during 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.