Zacks Research Forecasts Higher Earnings for Landstar System

Key Points

• Zacks Research has revised its FY2026 earnings estimate for Landstar System to $6.10 per share, reflecting an increase from the previous estimate of $6.06 per share.
• Investment analysts have mixed ratings for Landstar System, with a consensus rating of "Hold" and a target price of $145.17, while a few analysts have issued sell ratings.
• Landstar System recently declared a quarterly dividend of $0.40 per share, translating to an annualized dividend of $1.60 and a yield of 1.2%.

Landstar System, Inc. (NASDAQ:LSTR - Free Report) - Investment analysts at Zacks Research upped their FY2026 EPS estimates for Landstar System in a note issued to investors on Tuesday, August 12th. Zacks Research analyst S. Goswami now expects that the transportation company will earn $6.10 per share for the year, up from their prior forecast of $6.06. 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 2026 earnings at $2.02 EPS, Q1 2027 earnings at $1.38 EPS and Q2 2027 earnings at $2.01 EPS.

Several other research firms have also recently issued reports on LSTR. TD Cowen cut their price objective on shares of Landstar System from $141.00 to $135.00 and set a "hold" rating for the company in a research report on Wednesday, July 30th. Evercore ISI cut their price objective on shares of Landstar System from $135.00 to $132.00 and set an "in-line" rating for the company in a research report on Wednesday, July 30th. Stifel Nicolaus lowered their target price on shares of Landstar System from $140.00 to $131.00 and set a "hold" rating for the company in a research note on Thursday, July 31st. UBS Group lowered their target price on shares of Landstar System from $154.00 to $149.00 and set a "neutral" rating for the company in a research note on Wednesday, July 30th. Finally, Robert W. Baird assumed coverage on shares of Landstar System in a research note on Tuesday, July 1st. They set an "outperform" rating and a $166.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $145.17.

Landstar System Trading Up 2.5%

Landstar System stock traded up $3.24 during midday trading on Thursday, hitting $131.99. 223,653 shares of the stock were exchanged, compared to its average volume of 369,770. Landstar System has a fifty-two week low of $123.43 and a fifty-two week high of $196.86. The stock has a market capitalization of $4.57 billion, a price-to-earnings ratio of 27.69 and a beta of 0.86. The stock's 50-day simple moving average is $137.22 and its 200 day simple moving average is $142.99. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.06.

Landstar System (NASDAQ:LSTR - Get Free Report) last issued its earnings results on Tuesday, July 29th. The transportation company reported $1.20 EPS for the quarter, beating analysts' consensus estimates of $1.16 by $0.04. Landstar System had a net margin of 3.51% and a return on equity of 17.49%. The business had revenue of $1.21 billion during the quarter, compared to analysts' expectations of $1.21 billion. During the same period in the prior year, the business earned $1.48 earnings per share. The company's quarterly revenue was down 1.1% compared to the same quarter last year.

Landstar System Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 9th. Shareholders of record on Tuesday, August 19th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Tuesday, August 19th. This represents a $1.60 dividend on an annualized basis and a yield of 1.2%. Landstar System's dividend payout ratio (DPR) is presently 33.54%.

Institutional Trading of Landstar System

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in LSTR. Ameriprise Financial Inc. increased its holdings in shares of Landstar System by 120.7% in the 4th quarter. Ameriprise Financial Inc. now owns 165,297 shares of the transportation company's stock valued at $28,408,000 after acquiring an additional 90,391 shares during the period. Principal Financial Group Inc. boosted its position in shares of Landstar System by 0.3% during the 1st quarter. Principal Financial Group Inc. now owns 81,244 shares of the transportation company's stock worth $12,203,000 after purchasing an additional 213 shares in the last quarter. Golden State Wealth Management LLC boosted its position in shares of Landstar System by 106.2% during the 1st quarter. Golden State Wealth Management LLC now owns 299 shares of the transportation company's stock worth $45,000 after purchasing an additional 154 shares in the last quarter. Brown Advisory Inc. boosted its position in shares of Landstar System by 31.7% during the 1st quarter. Brown Advisory Inc. now owns 8,156 shares of the transportation company's stock worth $1,225,000 after purchasing an additional 1,961 shares in the last quarter. Finally, Envestnet Asset Management Inc. boosted its position in shares of Landstar System by 1.2% in the 1st quarter. Envestnet Asset Management Inc. now owns 197,786 shares of the transportation company's stock worth $29,707,000 after buying an additional 2,318 shares in 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.