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

Landstar System (NASDAQ:LSTR) had its price objective cut by analysts at Truist Financial from $150.00 to $145.00 in a research report issued on Thursday, Marketbeat reports. The brokerage presently has a “hold” rating on the transportation company’s stock. Truist Financial’s price objective would suggest a potential downside of 2.92% from the company’s current price.

LSTR has been the subject of several other research reports. Barclays increased their price target on Landstar System from $130.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 15th. Zacks Research raised shares of Landstar System from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Weiss Ratings upgraded shares of Landstar System from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday. Morgan Stanley boosted their target price on Landstar System from $133.00 to $135.00 and gave the stock an “equal weight” rating in a report on Monday, December 8th. Finally, Wall Street Zen upgraded Landstar System from a “sell” rating to a “hold” rating in a research report on Saturday, December 27th. One 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 stock. Based on data from MarketBeat.com, Landstar System has an average rating of “Hold” and a consensus target price of $153.00.

Landstar System Trading Down 0.4%

NASDAQ:LSTR opened at $149.36 on Thursday. The company has a market cap of $5.13 billion, a PE ratio of 45.12 and a beta of 0.84. The business’s 50 day moving average is $144.83 and its two-hundred day moving average is $134.84. 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 (NASDAQ:LSTR) last posted its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.24 by ($0.02). Landstar System had a return on equity of 17.68% and a net margin of 2.42%.The business had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the previous year, the business posted $1.41 earnings per share. The company’s quarterly revenue was down .7% compared to the same quarter last year. On average, analysts predict that Landstar System will post 6.1 EPS for the current year.

Hedge Funds Weigh In On Landstar System

Several institutional investors and hedge funds have recently bought and sold shares of the business. M&T Bank Corp lifted its position in shares of Landstar System by 151,424.4% in the fourth 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 in the last quarter. Boston Partners increased its stake in Landstar System by 24.1% in the 3rd quarter. Boston Partners now owns 1,761,526 shares of the transportation company’s stock valued at $216,242,000 after buying an additional 341,808 shares during the period. First Trust Advisors LP lifted its position in Landstar System by 31.8% in the 3rd quarter. First Trust Advisors LP now owns 964,297 shares of the transportation company’s stock worth $118,184,000 after buying an additional 232,682 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Landstar System by 2.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 746,506 shares of the transportation company’s stock valued at $91,492,000 after buying an additional 21,163 shares during the period. Finally, Northern Trust Corp grew its holdings in shares of Landstar System by 4.3% during the 3rd quarter. Northern Trust Corp now owns 646,691 shares of the transportation company’s stock valued at $79,258,000 after acquiring an additional 26,905 shares in the last quarter. Hedge funds and other institutional investors 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

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.