Landstar System, Inc. (NASDAQ:LSTR) Given Average Recommendation of “Hold” by Analysts

Landstar System, Inc. (NASDAQ:LSTR) has received an average rating of “Hold” from the fifteen research firms that are currently covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation, one has assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $153.00.

A number of equities analysts have recently commented on LSTR shares. Morgan Stanley lifted their price target on shares of Landstar System from $133.00 to $135.00 and gave the company an “equal weight” rating in a research report on Monday, December 8th. UBS Group dropped their target price on shares of Landstar System from $149.00 to $147.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th. Benchmark restated a “hold” rating on shares of Landstar System in a report on Thursday, January 29th. Truist Financial lowered their price target on Landstar System from $150.00 to $145.00 and set a “hold” rating on the stock in a research report on Thursday, January 29th. Finally, Weiss Ratings cut Landstar System from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday.

Hedge Funds Weigh In On Landstar System

Large investors have recently bought and sold shares of the stock. M&T Bank Corp grew its position in Landstar System by 151,424.4% in the 4th quarter. M&T Bank Corp now owns 6,294,325 shares of the transportation company’s stock worth $904,495,000 after purchasing an additional 6,290,171 shares during the last quarter. Bank of Montreal Can lifted its stake in shares of Landstar System by 5,643.4% in the fourth quarter. Bank of Montreal Can now owns 386,758 shares of the transportation company’s stock valued at $55,577,000 after buying an additional 380,024 shares during the period. Goldman Sachs Group Inc. grew its position in Landstar System by 179.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 552,096 shares of the transportation company’s stock worth $79,336,000 after buying an additional 354,449 shares in the last quarter. Boston Partners increased its stake in Landstar System by 24.1% during the third quarter. Boston Partners now owns 1,761,526 shares of the transportation company’s stock valued at $216,242,000 after acquiring an additional 341,808 shares during the period. Finally, Rivulet Capital LLC acquired a new position in Landstar System in the 3rd quarter valued at approximately $36,645,000. 97.95% of the stock is currently owned by institutional investors and hedge funds.

Landstar System Stock Performance

LSTR opened at $142.36 on Monday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 2.01 and a current ratio of 1.75. The company has a market cap of $4.89 billion, a PE ratio of 43.01 and a beta of 0.85. The stock has a 50-day moving average of $149.44 and a 200-day moving average of $136.14. Landstar System has a 52-week low of $119.32 and a 52-week high of $165.25.

Landstar System Dividend Announcement

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

Key Headlines Impacting Landstar System

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.

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.