Landstar System, Inc. $LSTR Shares Acquired by Retirement Systems of Alabama

Retirement Systems of Alabama lifted its holdings in Landstar System, Inc. (NASDAQ:LSTR) by 48.2% during the third quarter, Holdings Channel reports. The fund owned 63,299 shares of the transportation company’s stock after buying an additional 20,586 shares during the quarter. Retirement Systems of Alabama’s holdings in Landstar System were worth $7,758,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in LSTR. Cardinal Capital Management boosted its holdings in Landstar System by 0.4% in the third quarter. Cardinal Capital Management now owns 24,324 shares of the transportation company’s stock valued at $2,981,000 after purchasing an additional 90 shares during the last quarter. Eukles Asset Management lifted its holdings in shares of Landstar System by 1.1% in the 2nd quarter. Eukles Asset Management now owns 10,053 shares of the transportation company’s stock valued at $1,398,000 after buying an additional 105 shares during the period. MAI Capital Management boosted its stake in shares of Landstar System by 79.3% in the second quarter. MAI Capital Management now owns 242 shares of the transportation company’s stock worth $34,000 after buying an additional 107 shares during the last quarter. Vident Advisory LLC grew its holdings in Landstar System by 4.9% during the second quarter. Vident Advisory LLC now owns 2,313 shares of the transportation company’s stock worth $322,000 after acquiring an additional 107 shares during the period. Finally, Treasurer of the State of North Carolina raised its position in Landstar System by 0.7% during the second quarter. Treasurer of the State of North Carolina now owns 16,188 shares of the transportation company’s stock valued at $2,250,000 after acquiring an additional 112 shares in the last quarter. 97.95% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Landstar System

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

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of Landstar System from $134.00 to $162.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Truist Financial lowered their price target on shares of Landstar System from $150.00 to $145.00 and set a “hold” rating on the stock in a report on Thursday. Wells Fargo & Company upgraded shares of Landstar System from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $145.00 to $170.00 in a research report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating on shares of Landstar System in a report on Friday, January 9th. Finally, Benchmark reiterated a “hold” rating on shares of Landstar System in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $152.58.

Landstar System Price Performance

Shares of NASDAQ LSTR opened at $150.00 on Friday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a fifty day moving average of $144.38 and a 200 day moving average of $134.77. The firm has a market cap of $5.15 billion, a PE ratio of 45.32 and a beta of 0.84. Landstar System, Inc. has a one year low of $119.32 and a one year high of $170.00.

Landstar System (NASDAQ:LSTR) last posted its quarterly earnings data 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 company had revenue of $1.21 billion for the quarter, compared to analysts’ expectations of $1.21 billion. Landstar System had a net margin of 2.42% and a return on equity of 17.10%. The business’s revenue for the quarter was down .7% on a year-over-year basis. During the same period in the previous year, the business earned $1.41 earnings per share. As a group, research analysts predict that Landstar System, Inc. will post 6.1 EPS for the current fiscal year.

Landstar System Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 18th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, February 18th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Landstar System’s dividend payout ratio (DPR) is currently 48.34%.

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.