Analysts Offer Predictions for Landstar System Q1 Earnings

Landstar System, Inc. (NASDAQ:LSTR) – Investment analysts at Zacks Research decreased their Q1 2026 earnings per share estimates for shares of Landstar System in a research note issued to investors on Wednesday, February 11th. Zacks Research analyst Team now anticipates that the transportation company will earn $1.05 per share for the quarter, down from their previous estimate of $1.07. Zacks Research has a “Hold” rating on the stock. 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 Q3 2026 earnings at $1.38 EPS, Q4 2026 earnings at $1.59 EPS, FY2026 earnings at $5.33 EPS, Q2 2027 earnings at $1.86 EPS, Q3 2027 earnings at $1.72 EPS, Q4 2027 earnings at $1.82 EPS and FY2028 earnings at $8.90 EPS.

Several other brokerages also recently issued reports on LSTR. TD Cowen reaffirmed a “hold” rating on shares of Landstar System in a research report on Friday, January 9th. Evercore raised their price target on shares of Landstar System from $125.00 to $151.00 and gave the company an “in-line” rating in a report on Monday, January 12th. Morgan Stanley lifted their price target on shares of Landstar System from $133.00 to $135.00 and gave the stock an “equal weight” rating in a research note on Monday, December 8th. Wall Street Zen upgraded shares of Landstar System from a “sell” rating to a “hold” rating in a report on Saturday, December 27th. Finally, Barclays upped their price objective on shares of Landstar System from $130.00 to $155.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $153.00.

Landstar System Stock Performance

Shares of NASDAQ:LSTR opened at $142.36 on Thursday. The business’s 50-day simple moving average is $149.44 and its 200 day simple moving average is $136.14. The company has a market cap of $4.89 billion, a P/E ratio of 43.01 and a beta of 0.85. The company has a debt-to-equity ratio of 0.06, a quick ratio of 2.01 and a current ratio of 1.75. Landstar System has a one year low of $119.32 and a one year high of $165.25.

Landstar System Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 18th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, February 18th. Landstar System’s dividend payout ratio is 48.34%.

Institutional Trading of Landstar System

Several hedge funds and other institutional investors have recently bought and sold shares of LSTR. Los Angeles Capital Management LLC bought a new position in Landstar System during the 4th quarter worth approximately $25,000. Quarry LP bought a new stake in shares of Landstar System in the 3rd quarter valued at approximately $25,000. Global Retirement Partners LLC raised its position in shares of Landstar System by 320.0% during the 4th quarter. Global Retirement Partners LLC now owns 189 shares of the transportation company’s stock valued at $27,000 after acquiring an additional 144 shares in the last quarter. MAI Capital Management lifted its stake in Landstar System by 79.3% during the second quarter. MAI Capital Management now owns 242 shares of the transportation company’s stock worth $34,000 after purchasing an additional 107 shares during the last quarter. Finally, UMB Bank n.a. boosted its holdings in Landstar System by 335.8% in the third quarter. UMB Bank n.a. now owns 292 shares of the transportation company’s stock worth $36,000 after purchasing an additional 225 shares during the period. 97.95% of the stock is owned by institutional investors.

Key Landstar System News

Here are the key news stories impacting Landstar System this week:

• Positive Sentiment: Company strategic repositioning — coverage highlights Landstar’s effort to “reframe its edge” around talent and capabilities as AI competition intensifies, which investors may view as a durable competitive advantage that supports pricing and network strength. Is Landstar System (LSTR) Reframing Its Edge Around Talent As AI Competition Intensifies?
• Positive Sentiment: Analyst upward revisions — Zacks Research raised several estimates including Q1 2027 EPS (from $1.26 to $1.44), Q2 2026 (slightly) and FY2027 (from $6.73 to $6.85), indicating improving expectations for earnings later next year and providing near‑term fundamental support for the stock.
• Neutral Sentiment: Short interest report shows no meaningful change (data reflected zero/NaN values), so there is no clear short‑squeeze signal or increased bearish positioning to explain the move.
• Negative Sentiment: Offsetting estimate cuts — Zacks also trimmed FY2026 EPS (from $5.61 to $5.33) and reduced several 2026/2027 quarterly forecasts (Q1–Q4 2026 and some 2027 quarters), and kept a “Hold” rating. These downgrades highlight near‑term demand and margin risks, which could limit upside if macro or freight conditions weaken.

About Landstar System

Landstar System, Inc provides integrated transportation management solutions through a network of independent agents and third-party capacity providers. The company specializes in truckload brokerage, intermodal, air and ocean freight, expedited and heavy-haul services, along with value-added offerings such as cargo insurance, customs brokerage and supply chain management. Landstar’s proprietary technology platform enables real-time load matching, shipment tracking and data analytics to optimize fleet utilization and improve customer service.

Founded in 1968 and headquartered in Jacksonville, Florida, Landstar pioneered an asset-light brokerage model that has evolved into a global logistics operation.