Zacks Research Expects Lower Earnings for Landstar System

Landstar System, Inc. (NASDAQ:LSTR) – Zacks Research lowered their Q3 2025 earnings estimates for Landstar System in a research note issued on Tuesday, May 27th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings per share of $1.37 for the quarter, down from their prior 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.

A number of other research analysts have also recently issued reports on LSTR. Jefferies Financial Group dropped their target price on shares of Landstar System from $170.00 to $150.00 and set a “hold” rating for the company in a report on Friday, April 11th. Stifel Nicolaus dropped their target price on shares of Landstar System from $147.00 to $140.00 and set a “hold” rating for the company in a report on Wednesday, May 14th. Evercore ISI dropped their target price on shares of Landstar System from $137.00 to $136.00 and set an “in-line” rating for the company in a report on Wednesday, May 14th. Wall Street Zen cut shares of Landstar System from a “hold” rating to a “sell” rating in a research note on Thursday, May 22nd. Finally, Truist Financial dropped their price objective on shares of Landstar System from $150.00 to $135.00 and set a “hold” rating for the company in a research note on Thursday, April 24th. Two research analysts have rated the stock with a sell rating and thirteen have given a hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $150.42.

Landstar System Trading Down 0.4%

Shares of Landstar System stock opened at $137.32 on Thursday. Landstar System has a 12-month low of $128.99 and a 12-month high of $196.86. The company has a current ratio of 1.96, a quick ratio of 2.21 and a debt-to-equity ratio of 0.07. The stock has a market cap of $4.80 billion, a PE ratio of 24.88 and a beta of 0.92. The company has a 50-day moving average of $139.17 and a two-hundred day moving average of $159.07.

Landstar System (NASDAQ:LSTR) last announced its quarterly earnings data on Tuesday, May 13th. The transportation company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $0.92 by ($0.07). Landstar System had a net margin of 4.07% and a return on equity of 19.56%. The firm had revenue of $1.15 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the previous year, the business earned $1.32 EPS. Landstar System’s revenue for the quarter was down 1.6% on a year-over-year basis.

Landstar System Increases Dividend

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

Institutional Trading of Landstar System

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Colonial Trust Co SC boosted its position in Landstar System by 61.7% during the 4th quarter. Colonial Trust Co SC now owns 186 shares of the transportation company’s stock worth $32,000 after purchasing an additional 71 shares during the period. First Horizon Advisors Inc. boosted its position in Landstar System by 35.3% during the 1st quarter. First Horizon Advisors Inc. now owns 322 shares of the transportation company’s stock worth $48,000 after purchasing an additional 84 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in Landstar System by 2.8% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,099 shares of the transportation company’s stock worth $465,000 after purchasing an additional 85 shares during the period. State of Michigan Retirement System boosted its position in Landstar System by 1.2% during the 1st quarter. State of Michigan Retirement System now owns 8,470 shares of the transportation company’s stock worth $1,272,000 after purchasing an additional 100 shares during the period. Finally, Louisiana State Employees Retirement System boosted its position in Landstar System by 1.0% during the 1st quarter. Louisiana State Employees Retirement System now owns 9,900 shares of the transportation company’s stock worth $1,487,000 after purchasing an additional 100 shares during the period. 97.95% of the stock is owned by hedge funds and other institutional investors.

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.