Landstar System (LSTR) – Investment Analysts’ Recent Ratings Updates

Landstar System (NASDAQ: LSTR) has recently received a number of price target changes and ratings updates:

• 7/29/2026 – Landstar System was given a new $182.00 price target by Janney Montgomery Scott.
• 7/29/2026 – Landstar System had its “neutral” rating reaffirmed by UBS Group AG. They now have a $195.00 price target on the stock.
• 7/29/2026 – Landstar System had its price target raised by Stifel Nicolaus from $186.00 to $197.00. They now have a “hold” rating on the stock.
• 7/29/2026 – Landstar System had its price target raised by JPMorgan Chase & Co. from $198.00 to $204.00. They now have a “neutral” rating on the stock.
• 7/29/2026 – Landstar System had its price target lowered by Robert W. Baird from $225.00 to $215.00. They now have an “outperform” rating on the stock.
• 7/28/2026 – Landstar System had its price target lowered by TD Cowen from $182.00 to $178.00. They now have a “hold” rating on the stock.
• 7/16/2026 – Landstar System had its price target raised by The Goldman Sachs Group, Inc. from $147.00 to $168.00. They now have a “sell” rating on the stock.
• 7/15/2026 – Landstar System had its price target raised by Truist Financial Corporation from $190.00 to $205.00. They now have a “hold” rating on the stock.
• 7/14/2026 – Landstar System had its price target raised by Susquehanna from $195.00 to $230.00. They now have a “neutral” rating on the stock.
• 7/13/2026 – Landstar System had its price target raised by Stifel Nicolaus from $175.00 to $186.00. They now have a “hold” rating on the stock.
• 7/8/2026 – Landstar System was upgraded by Stephens to “strong-buy”.
• 7/6/2026 – Landstar System had its “underweight” rating reaffirmed by Morgan Stanley. They now have a $145.00 price target on the stock.
• 7/4/2026 – Landstar System was upgraded by Wall Street Zen from “hold” to “buy”.
• 6/25/2026 – Landstar System had its price target raised by Barclays PLC from $155.00 to $190.00. They now have an “equal weight” rating on the stock.
• 6/17/2026 – Landstar System had its price target raised by Robert W. Baird from $195.00 to $225.00. They now have an “outperform” rating on the stock.
• 6/16/2026 – Landstar System was upgraded by Weiss Ratings from “hold (c-)” to “hold (c)”.
• 6/5/2026 – Landstar System had its price target raised by Wells Fargo & Company from $200.00 to $240.00. They now have an “overweight” rating on the stock.

Landstar System Increases Dividend

The firm 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 dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.0%. This is an increase from Landstar System’s previous quarterly dividend of $0.40. The ex-dividend date is Tuesday, August 18th. Landstar System’s dividend payout ratio (DPR) is 45.60%.

Insiders Place Their Bets

In other news, CFO James P. Todd sold 1,200 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $218.17, for a total transaction of $261,804.00. Following the sale, the chief financial officer directly owned 15,122 shares in the company, valued at approximately $3,299,166.74. This represents a 7.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Diana M. Murphy sold 11,246 shares of the stock in a transaction dated 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 completion of the transaction, the director directly owned 18,853 shares of the company’s stock, valued at approximately $4,171,791.84. The trade was a 37.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.74% of the company’s stock.

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.