Landstar System (NASDAQ:LSTR) Shares Down 16.6% – Here’s Why

Landstar System, Inc. (NASDAQ:LSTR) shares traded down 16.6% during trading on Thursday . The company traded as low as $138.65 and last traded at $135.7340. 553,068 shares were traded during mid-day trading, an increase of 16% from the average session volume of 477,990 shares. The stock had previously closed at $162.75.

Landstar System News Roundup

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

• Positive Sentiment: Kalkine notes Landstar is gaining visibility as the Nasdaq Composite highlights the transport sector — a potential positive for sentiment and investor attention. Kalkine Article
• Neutral Sentiment: Zacks published a FY2028 EPS projection for Landstar of $8.90 — a long‑range estimate that could imply stronger earnings further out but carries limited near‑term impact. MarketBeat — LSTR
• Negative Sentiment: Zacks cut several near‑term quarterly EPS estimates (including Q1 2026, Q3 2026, Q4 2026 and Q2–Q4 2027) and lowered FY2026 EPS from $5.61 to $5.33, citing reduced expectations — these downward revisions are the main driver of today’s share weakness. Zacks retains a “Hold” rating. MarketBeat — LSTR
• Negative Sentiment: Notable specific cuts include a sizeable Q4 2026 revision (from $1.84 to $1.59) and multiple modest trims across 2026–2027 quarters — the cumulative effect increases near‑term earnings uncertainty. MarketBeat — LSTR

Analyst Ratings Changes

Several equities analysts have commented on LSTR shares. Wells Fargo & Company upgraded Landstar System from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $145.00 to $170.00 in a research report on Tuesday, January 6th. Zacks Research upgraded shares of Landstar System from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. TD Cowen reiterated a “hold” rating on shares of Landstar System in a research report on Friday, January 9th. Truist Financial reduced their target price on shares of Landstar System from $150.00 to $145.00 and set a “hold” rating on the stock in a report on Thursday, January 29th. Finally, Susquehanna raised their price target on shares of Landstar System from $110.00 to $160.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $153.00.

Landstar System Trading Down 15.6%

The stock has a market cap of $4.72 billion, a P/E ratio of 41.50 and a beta of 0.85. The company has a debt-to-equity ratio of 0.06, a quick ratio of 2.01 and a current ratio of 1.75. The firm’s fifty day simple moving average is $149.50 and its 200-day simple moving average is $136.12.

Landstar System Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 18th will be issued a $0.40 dividend. The ex-dividend date is Wednesday, February 18th. This represents a $1.60 annualized dividend and a yield of 1.2%. Landstar System’s payout ratio is presently 48.34%.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in LSTR. Peterson Wealth Services raised its stake in shares of Landstar System by 1,108.4% in the third quarter. Peterson Wealth Services now owns 10,960 shares of the transportation company’s stock worth $1,343,000 after purchasing an additional 10,053 shares during the last quarter. Alps Advisors Inc. raised its position in Landstar System by 69.8% in the 3rd quarter. Alps Advisors Inc. now owns 94,863 shares of the transportation company’s stock valued at $11,626,000 after buying an additional 38,992 shares during the last quarter. Ballast Asset Management LP lifted its stake in Landstar System by 28.2% during the 3rd quarter. Ballast Asset Management LP now owns 34,579 shares of the transportation company’s stock valued at $4,238,000 after acquiring an additional 7,614 shares in the last quarter. Advantage Alpha Capital Partners LP purchased a new position in Landstar System during the 2nd quarter worth $2,339,000. Finally, Fenimore Asset Management Inc boosted its holdings in Landstar System by 231.3% during the 3rd quarter. Fenimore Asset Management Inc now owns 341,130 shares of the transportation company’s stock worth $41,809,000 after acquiring an additional 238,173 shares during the last quarter. 97.95% of the stock is 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.