Truist Financial Cuts Landstar System (NASDAQ:LSTR) Price Target to $145.00

Landstar System (NASDAQ:LSTR) had its price target decreased by Truist Financial from $150.00 to $145.00 in a research note published on Thursday morning, MarketBeat Ratings reports. Truist Financial currently has a hold rating on the transportation company’s stock.

A number of other brokerages have also issued reports on LSTR. Stifel Nicolaus raised their target price on shares of Landstar System from $140.00 to $147.00 and gave the stock a “hold” rating in a research report on Wednesday, January 14th. Zacks Research upgraded shares of Landstar System from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. JPMorgan Chase & Co. increased their price target on shares of Landstar System from $134.00 to $162.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Robert W. Baird set a $159.00 price objective on shares of Landstar System in a research note on Wednesday, January 7th. Finally, Morgan Stanley increased their target price 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. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $153.00.

Landstar System Stock Down 0.4%

Shares of NASDAQ LSTR opened at $149.36 on Thursday. The business has a 50-day moving average price of $144.83 and a 200 day moving average price of $134.83. The stock has a market cap of $5.13 billion, a PE ratio of 45.12 and a beta of 0.84. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. Landstar System has a 52-week low of $119.32 and a 52-week high of $167.96.

Landstar System Dividend Announcement

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

Institutional Investors Weigh In On Landstar System

A number of hedge funds have recently added to or reduced their stakes in LSTR. Quarry LP acquired a new position in Landstar System during the 3rd quarter worth approximately $25,000. MAI Capital Management lifted its holdings in shares of Landstar System by 79.3% in the 2nd quarter. MAI Capital Management now owns 242 shares of the transportation company’s stock valued at $34,000 after buying an additional 107 shares during the period. UMB Bank n.a. boosted its stake in shares of Landstar System by 335.8% in the third quarter. UMB Bank n.a. now owns 292 shares of the transportation company’s stock valued at $36,000 after buying an additional 225 shares in the last quarter. Geneos Wealth Management Inc. raised its position in Landstar System by 132.7% in the first quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock worth $37,000 after acquiring an additional 142 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its position in Landstar System by 1,490.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 318 shares of the transportation company’s stock worth $39,000 after acquiring an additional 298 shares in the last quarter. Institutional investors and hedge funds own 97.95% of the company’s stock.

Trending Headlines about Landstar System

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

• Positive Sentiment: Board approved a quarterly cash dividend of $0.40 per share (ex‑dividend Feb 18, pay Mar 11), supporting income-focused holders and signaling confidence in cash flow.
• Positive Sentiment: Management highlighted record heavy‑haul revenue and some near‑term operational improvements, which could support volume recovery and pricing power if sustained. Landstar System Inc (LSTR) Q4 2025 Earnings Call Highlights: Record Heavy Haul Revenue Amid …
• Neutral Sentiment: Company released Q4 results and the earnings call/slide deck and transcripts are available for deeper review (useful for gauging guidance, margin drivers, and contract vs spot mix). Landstar System Reports Fourth Quarter Results Landstar System, Inc. (LSTR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analysts reacted conservatively: Truist cut its price target to $145 and holds the stock; TD Cowen reiterated a Hold with a $150 target, citing uncertain rate recovery despite operational fixes — pressure on sentiment and potential selling. LSTR: Price Target Lowered by Truist Landstar System: Near-Term Operational Improvements Offset by Uncertain Rate Recovery
• Negative Sentiment: Quarterly results are being read as mixed: some outlets report revenue roughly $1.18–1.21B with EPS and margins softer year‑over‑year, and at least one summary shows EPS below certain consensus figures — fueling investor uncertainty on near‑term earnings power. MarketBeat Q4 Results Summary Landstar System (LSTR) Surpasses Q4 Earnings Estimates

Landstar System Company Profile

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.