Zacks Research Lowers Earnings Estimates for Landstar System

Landstar System, Inc. (NASDAQ:LSTR - Free Report) - Equities researchers at Zacks Research cut their Q3 2025 earnings per share (EPS) estimates for shares of Landstar System in a report issued on Tuesday, May 27th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings of $1.37 per share for the quarter, down from their previous forecast of $1.51. 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 $1.50 EPS, Q1 2026 earnings at $1.27 EPS, Q2 2026 earnings at $1.62 EPS, Q3 2026 earnings at $1.56 EPS, Q4 2026 earnings at $1.61 EPS, Q1 2027 earnings at $1.55 EPS and FY2027 earnings at $7.31 EPS.

LSTR has been the topic of several other reports. UBS Group set a $154.00 price target on Landstar System in a research note on Wednesday, May 14th. TD Cowen cut their target price on Landstar System from $161.00 to $145.00 and set a "hold" rating for the company in a research note on Thursday, April 3rd. JPMorgan Chase & Co. reduced their target price on Landstar System from $177.00 to $147.00 and set a "neutral" rating for the company in a research report on Thursday, April 3rd. Wall Street Zen lowered shares of Landstar System from a "hold" rating to a "sell" rating in a report on Thursday, May 22nd. Finally, Jefferies Financial Group dropped their price objective on shares of Landstar System from $170.00 to $150.00 and set a "hold" rating for the company in a research note on Friday, April 11th. Two investment analysts have rated the stock with a sell rating and thirteen have assigned a hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $150.42.

Landstar System Stock Performance

Shares of LSTR traded down $0.36 during trading hours on Thursday, reaching $136.86. 160,838 shares of the company traded hands, compared to its average volume of 296,176. The company has a debt-to-equity ratio of 0.07, a quick ratio of 2.21 and a current ratio of 1.96. The stock's fifty day moving average is $139.17 and its 200 day moving average is $158.66. Landstar System has a 1-year low of $128.99 and a 1-year high of $196.86. The stock has a market cap of $4.78 billion, a P/E ratio of 24.82 and a beta of 0.92.

Landstar System (NASDAQ:LSTR - Get Free Report) last announced its earnings results on Tuesday, May 13th. The transportation company reported $0.85 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.92 by ($0.07). Landstar System had a return on equity of 19.56% and a net margin of 4.07%. The company had revenue of $1.15 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the firm posted $1.32 EPS. The company's revenue was down 1.6% compared to the same quarter last year.

Landstar System Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 24th. Shareholders of record on Thursday, June 5th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.17%. This is a boost from Landstar System's previous quarterly dividend of $0.36. The ex-dividend date is Thursday, June 5th. Landstar System's dividend payout ratio is currently 31.68%.

Institutional Investors Weigh In On Landstar System

A number of large investors have recently bought and sold shares of LSTR. Ameriprise Financial Inc. grew its stake in shares of Landstar System by 120.7% during the fourth quarter. Ameriprise Financial Inc. now owns 165,297 shares of the transportation company's stock valued at $28,408,000 after purchasing an additional 90,391 shares during the last quarter. Pictet Asset Management Holding SA increased its stake in shares of Landstar System by 14.1% in the 4th quarter. Pictet Asset Management Holding SA now owns 5,392 shares of the transportation company's stock valued at $927,000 after buying an additional 665 shares during the period. Boston Trust Walden Corp raised its position in shares of Landstar System by 21.1% during the fourth quarter. Boston Trust Walden Corp now owns 277,520 shares of the transportation company's stock worth $47,695,000 after acquiring an additional 48,312 shares during the last quarter. Steward Partners Investment Advisory LLC lifted its stake in shares of Landstar System by 11.4% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 2,935 shares of the transportation company's stock valued at $504,000 after acquiring an additional 300 shares during the period. Finally, Van ECK Associates Corp boosted its holdings in Landstar System by 26.6% in the fourth quarter. Van ECK Associates Corp now owns 31,836 shares of the transportation company's stock valued at $5,471,000 after acquiring an additional 6,680 shares during the last quarter. 97.95% of the stock is currently owned by institutional investors.

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.