Landstar System FY2026 EPS Estimate Lifted by Zacks Research

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) - Equities research analysts at Zacks Research upped their FY2026 earnings per share estimates for Landstar System in a report released on Tuesday, August 12th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings per share of $6.10 for the year, up from their prior estimate 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 equities analysts have also commented on LSTR. Stifel Nicolaus reduced their price objective on Landstar System from $140.00 to $131.00 and set a "hold" rating on the stock in a research report on Thursday, July 31st. Robert W. Baird initiated coverage on Landstar System in a report on Tuesday, July 1st. They set an "outperform" rating and a $166.00 target price for the company. Barclays started coverage on Landstar System in a report on Monday, June 9th. They issued an "equal weight" rating and a $145.00 price objective for the company. Wall Street Zen cut Landstar System from a "hold" rating to a "sell" rating in a research note on Saturday, July 12th. Finally, TD Cowen lowered their target price on Landstar System from $141.00 to $135.00 and set a "hold" rating for the company in a research note on Wednesday, July 30th. Two investment analysts have rated the stock with a sell rating, twelve have assigned a hold rating, one has assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to data from MarketBeat, Landstar System currently has a consensus rating of "Hold" and a consensus price target of $145.17.

Landstar System Stock Performance

Shares of NASDAQ LSTR traded down $1.96 during trading on Thursday, reaching $129.11. 286,203 shares of the stock traded hands, compared to its average volume of 405,643. Landstar System has a 52-week low of $123.43 and a 52-week high of $196.86. The company has a debt-to-equity ratio of 0.06, a current ratio of 2.00 and a quick ratio of 2.00. The company has a 50-day moving average of $137.45 and a 200-day moving average of $143.24. The stock has a market capitalization of $4.47 billion, a P/E ratio of 27.07 and a beta of 0.86.

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

Landstar System Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 9th. Investors of record on Tuesday, August 19th will be given 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, August 19th. Landstar System's payout ratio is currently 33.54%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Ameriprise Financial Inc. grew its stake in shares of Landstar System by 120.7% during the 4th quarter. Ameriprise Financial Inc. now owns 165,297 shares of the transportation company's stock valued at $28,408,000 after buying an additional 90,391 shares during the period. Principal Financial Group Inc. grew its stake 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 valued at $12,203,000 after buying an additional 213 shares during the period. Golden State Wealth Management LLC grew its stake 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 valued at $45,000 after buying an additional 154 shares during the period. Brown Advisory Inc. lifted its holdings 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 valued at $1,225,000 after acquiring an additional 1,961 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its holdings in shares of Landstar System by 1.2% during the 1st quarter. Envestnet Asset Management Inc. now owns 197,786 shares of the transportation company's stock valued at $29,707,000 after acquiring an additional 2,318 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.