Retirement Systems of Alabama Increases Stock Position in Landstar System, Inc. $LSTR

Retirement Systems of Alabama boosted its holdings in shares of Landstar System, Inc. (NASDAQ:LSTR) by 48.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 63,299 shares of the transportation company’s stock after buying an additional 20,586 shares during the quarter. Retirement Systems of Alabama owned approximately 0.18% of Landstar System worth $7,758,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. MAI Capital Management increased 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 acquiring an additional 107 shares during the period. Geneos Wealth Management Inc. boosted its position in Landstar System by 132.7% during the first quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 142 shares in the last quarter. Hantz Financial Services Inc. grew its stake in Landstar System by 7,650.0% in the second quarter. Hantz Financial Services Inc. now owns 310 shares of the transportation company’s stock valued at $43,000 after purchasing an additional 306 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in Landstar System by 126.6% in the second quarter. EverSource Wealth Advisors LLC now owns 315 shares of the transportation company’s stock valued at $44,000 after purchasing an additional 176 shares during the last quarter. Finally, Headlands Technologies LLC bought a new position in Landstar System in the second quarter worth about $52,000. Hedge funds and other institutional investors own 97.95% of the company’s stock.

Landstar System Trading Down 2.3%

NASDAQ LSTR opened at $150.00 on Friday. Landstar System, Inc. has a 12-month low of $119.32 and a 12-month high of $170.00. The company has a fifty day simple moving average of $144.38 and a two-hundred day simple moving average of $134.77. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.05. The stock has a market cap of $5.15 billion, a P/E ratio of 45.32 and a beta of 0.84.

Landstar System (NASDAQ:LSTR) last released its earnings results on Tuesday, October 28th. The transportation company reported $1.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.24 by ($0.02). The firm had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.21 billion. Landstar System had a net margin of 2.42% and a return on equity of 17.10%. Landstar System’s revenue was down .7% on a year-over-year basis. During the same period in the previous year, the company earned $1.41 earnings per share. On average, analysts forecast that Landstar System, Inc. will post 6.1 earnings per share for the current year.

Landstar System Announces Dividend

The company also recently disclosed 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 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, February 18th. Landstar System’s dividend payout ratio (DPR) is presently 48.34%.

Wall Street Analysts Forecast Growth

LSTR has been the topic of a number of analyst reports. Robert W. Baird set a $159.00 price objective on shares of Landstar System in a research report on Wednesday, January 7th. Barclays increased their target price 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. JPMorgan Chase & Co. lifted their price target on shares of Landstar System from $134.00 to $162.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Evercore ISI increased their price objective on Landstar System from $125.00 to $151.00 and gave the company an “in-line” rating in a report on Monday, January 12th. Finally, Susquehanna raised their price objective on Landstar System from $110.00 to $160.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $152.58.

More Landstar System News

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

• Positive Sentiment: Board declared a quarterly cash dividend of $0.40/share (record Feb. 18; pay Mar. 11), supporting income investors and signaling confidence in cash flow.
• Neutral Sentiment: TD Cowen reiterated a Hold rating with a $150 target, noting near‑term operational improvements but uncertain rate recovery — a cautious stance that is unlikely to add fresh upside. Landstar System: Near-Term Operational Improvements Offset by Uncertain Rate Recovery Justify Hold Rating and $150 Target
• Neutral Sentiment: Company posted Q4 materials (earnings call slide deck and transcript available) — investors should review the call and slides for management commentary on freight rates and network utilization that will dictate forward guidance. Landstar System, Inc. (LSTR) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst writeups and Zacks pieces provide mixed takes on the quarter and key metrics — useful for parsing estimate differences but not a clear directional catalyst. Landstar (LSTR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Truist lowered its price target from $150 to $145 and reiterated a Hold, trimming upside and adding selling pressure after the quarter. LSTR – Landstar System price target lowered by Truist
• Negative Sentiment: Reported quarterly results showed weaker operating performance cited by several outlets: revenue down year‑over‑year and reported EPS came in below some consensus figures, prompting investor concern about rate recovery and margin pressure. Management commentary and the conference call will be key for near‑term outlook. Landstar System Inc. Q4 earnings / transcript

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.