Landstar System (NASDAQ:LSTR) Issues Q4 2025 Earnings Guidance

Landstar System (NASDAQ:LSTR) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.700-0.700 for the period, compared to the consensus estimate of 1.230. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. Zacks Research upgraded shares of Landstar System from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Wells Fargo & Company upgraded Landstar System from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $145.00 to $170.00 in a report on Tuesday, January 6th. Evercore ISI lifted their price target on Landstar System from $125.00 to $151.00 and gave the company an “in-line” rating in a research report on Monday, January 12th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Landstar System in a report on Monday, December 29th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Landstar System presently has an average rating of “Hold” and a consensus price target of $153.00.

Landstar System Stock Up 3.9%

Shares of NASDAQ LSTR traded up $5.96 during trading on Wednesday, reaching $157.06. The company had a trading volume of 447,275 shares, compared to its average volume of 362,544. Landstar System has a 12-month low of $119.32 and a 12-month high of $179.66. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.05. The business’s 50-day moving average is $140.92 and its 200 day moving average is $134.30. The stock has a market cap of $5.40 billion, a PE ratio of 40.07 and a beta of 0.84.

Landstar System (NASDAQ:LSTR) last issued 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 the consensus estimate of $1.21 billion. Landstar System had a return on equity of 17.24% and a net margin of 2.87%.The company’s quarterly revenue was down .7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.41 EPS. As a group, equities analysts forecast that Landstar System will post 6.1 earnings per share for the current fiscal year.

Landstar System Dividend Announcement

The business also recently announced an annual dividend, which will be paid on Wednesday, January 21st. Investors of record on Tuesday, January 6th will be issued a $2.00 dividend. The ex-dividend date is Tuesday, January 6th. This represents a yield of 134.0%. Landstar System’s dividend payout ratio (DPR) is currently 40.82%.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Quarry LP bought a new position in Landstar System in the 3rd quarter worth $25,000. Geneos Wealth Management Inc. lifted its position in shares of Landstar System by 132.7% in the first quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 142 shares in the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of Landstar System by 126.6% in the second quarter. EverSource Wealth Advisors LLC now owns 315 shares of the transportation company’s stock worth $44,000 after acquiring an additional 176 shares during the period. Caitong International Asset Management Co. Ltd grew its position in shares of Landstar System by 1,490.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 318 shares of the transportation company’s stock worth $39,000 after purchasing an additional 298 shares in the last quarter. Finally, Headlands Technologies LLC purchased a new stake in shares of Landstar System during the second quarter worth about $52,000. 97.95% of the stock is currently owned by institutional investors.

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.