Q3 EPS Estimates for Landstar System Boosted by Analyst

Landstar System, Inc. (NASDAQ:LSTR) – Equities researchers at Zacks Research boosted their Q3 2026 earnings per share estimates for Landstar System in a research report issued to clients and investors on Tuesday, August 11th. Zacks Research analyst Team now forecasts that the transportation company will earn $1.47 per share for the quarter, up from their prior estimate of $1.43. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Landstar System’s current full-year earnings is $5.80 per share. Zacks Research also issued estimates for Landstar System’s Q4 2026 earnings at $1.54 EPS, FY2026 earnings at $5.61 EPS, Q1 2027 earnings at $1.52 EPS, Q2 2027 earnings at $2.00 EPS, Q3 2027 earnings at $1.79 EPS, Q4 2027 earnings at $1.92 EPS, FY2027 earnings at $7.22 EPS, Q1 2028 earnings at $1.19 EPS, Q2 2028 earnings at $2.43 EPS and FY2028 earnings at $8.03 EPS.

Several other research analysts have also commented on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Landstar System from $198.00 to $204.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. Wolfe Research upgraded shares of Landstar System from a “peer perform” rating to an “outperform” rating and set a $214.00 target price for the company in a report on Tuesday, August 4th. Stephens raised shares of Landstar System to a “strong-buy” rating in a research note on Wednesday, July 8th. Wall Street Zen upgraded shares of Landstar System from a “hold” rating to a “buy” rating in a report on Saturday, July 4th. Finally, Barclays increased their price objective on shares of Landstar System from $155.00 to $190.00 and gave the stock an “equal weight” rating in a research report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Landstar System presently has an average rating of “Hold” and a consensus price target of $196.00.

Landstar System Stock Performance

NASDAQ LSTR opened at $177.74 on Wednesday. The business’s 50 day moving average price is $203.84 and its 200-day moving average price is $179.47. Landstar System has a fifty-two week low of $119.32 and a fifty-two week high of $228.46. The company has a market cap of $6.03 billion, a P/E ratio of 46.05 and a beta of 0.90. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.82 and a current ratio of 1.82.

Landstar System (NASDAQ:LSTR) last announced its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.49 by ($0.05). The business had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.34 billion. Landstar System had a return on equity of 20.84% and a net margin of 2.64%.The company’s revenue for the quarter was up 18.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.20 EPS.

Institutional Investors Weigh In On Landstar System

A number of institutional investors and hedge funds have recently bought and sold shares of the company. M&T Bank Corp grew its position in shares of Landstar System by 151,424.4% during the 4th quarter. M&T Bank Corp now owns 6,294,325 shares of the transportation company’s stock worth $904,495,000 after buying an additional 6,290,171 shares in the last quarter. BlackRock Inc. purchased a new stake in Landstar System in the second quarter worth about $698,683,000. AQR Capital Management LLC grew its holdings in Landstar System by 185.5% during the 4th quarter. AQR Capital Management LLC now owns 987,087 shares of the transportation company’s stock worth $141,844,000 after acquiring an additional 641,319 shares in the last quarter. Millennium Management LLC grew its holdings in Landstar System by 910.2% during the 4th quarter. Millennium Management LLC now owns 541,880 shares of the transportation company’s stock worth $77,868,000 after acquiring an additional 488,238 shares in the last quarter. Finally, Bank of Montreal Can increased its position in Landstar System by 5,643.4% during the 4th quarter. Bank of Montreal Can now owns 386,758 shares of the transportation company’s stock valued at $55,577,000 after purchasing an additional 380,024 shares during the period. 97.95% of the stock is owned by institutional investors.

Insider Activity

In other news, CFO James P. Todd sold 1,200 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $218.17, for a total transaction of $261,804.00. Following the transaction, the chief financial officer directly owned 15,122 shares of the company’s stock, valued at approximately $3,299,166.74. This trade represents a 7.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Diana M. Murphy sold 11,246 shares of Landstar System stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $221.28, for a total transaction of $2,488,514.88. Following the sale, the director directly owned 18,853 shares of the company’s stock, valued at $4,171,791.84. This represents a 37.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is owned by insiders.

Landstar System announced that its board has approved a stock repurchase plan on Tuesday, April 28th that allows the company to repurchase 1,115,195,000,000 shares. This repurchase authorization allows the transportation company to buy up to 3.3% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Landstar System Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Tuesday, August 18th will be given a $0.44 dividend. This is a positive change from Landstar System’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.76 annualized dividend and a yield of 1.0%. Landstar System’s dividend payout ratio is presently 41.45%.

Landstar System News Summary

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

• Positive Sentiment: Zacks increased its FY2026 EPS estimate to $5.61 from $5.45, FY2027 to $7.22 from $6.88, and FY2028 to $8.03 from $7.69. Quarterly estimates were also raised, including Q3 2026 to $1.47, Q4 2026 to $1.54, Q1 2027 to $1.52, Q2 2027 to $2.00, Q3 2027 to $1.79, Q4 2027 to $1.92, Q1 2028 to $1.19 and Q2 2028 to $2.43. The revisions signal improving expectations for Landstar’s future earnings.
• Positive Sentiment: The FY2028 forecast implies substantial earnings growth from the current-year consensus of $5.80 per share, potentially strengthening the long-term investment case despite Landstar’s elevated valuation.
• Neutral Sentiment: Landstar appointed Vallie Dugas as vice president, general counsel and secretary. The leadership change is unlikely to materially affect near-term earnings but provides a permanent head of the company’s legal and corporate-secretarial functions. Landstar Appoints Vallie Dugas as Vice President, General Counsel and Secretary
• Negative Sentiment: The bullish forecast revisions are tempered by Landstar’s latest quarterly EPS miss against analyst expectations and a relatively high P/E ratio of about 46, leaving the shares sensitive to any disappointment in operating performance or guidance.

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.