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

22 Jan 2026, 20:42 by Tristan Rich · The Markets Daily

Landstar System, Inc. (NASDAQ:LSTR – Get Free Report)’s share price gapped down before the market opened on Thursday . The stock had previously closed at $157.06, but opened at $151.26. Landstar System shares last traded at $158.33, with a volume of 133,180 shares changing hands.

Wall Street Analyst Weigh In

Several brokerages recently commented on LSTR. Weiss Ratings reissued a “sell (d+)” rating on shares of Landstar System in a research note on Monday, December 29th. Zacks Research upgraded Landstar System from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Wells Fargo & Company raised Landstar System from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $145.00 to $170.00 in a report on Tuesday, January 6th. Morgan Stanley upped their target price on Landstar System from $133.00 to $135.00 and gave the stock an “equal weight” rating in a report on Monday, December 8th. Finally, Susquehanna lifted their price target on Landstar System from $110.00 to $160.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $153.00.

Read Our Latest Report on Landstar System

Landstar System Price Performance

The firm has a market cap of $5.43 billion, a price-to-earnings ratio of 40.30 and a beta of 0.84. The business’s 50-day simple moving average is $140.92 and its two-hundred day simple moving average is $134.30. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.05.

Landstar System (NASDAQ:LSTR – Get Free Report) last issued its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.24 by ($0.02). Landstar System had a return on equity of 17.24% and a net margin of 2.87%.The firm had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same quarter last year, the firm posted $1.41 EPS. The firm’s revenue for the quarter was down .7% on a year-over-year basis. As a group, research analysts expect that Landstar System, Inc. will post 6.1 EPS for the current fiscal year.

Landstar System Dividend Announcement

The firm also recently declared an annual dividend, which was paid on Wednesday, January 21st. Shareholders of record on Tuesday, January 6th were issued a dividend of $2.00 per share. This represents a dividend yield of 134.0%. The ex-dividend date was Tuesday, January 6th. Landstar System’s dividend payout ratio is presently 40.82%.

Institutional Investors Weigh In On Landstar System

A number of large investors have recently bought and sold shares of LSTR. Vestmark Advisory Solutions Inc. grew its holdings in shares of Landstar System by 0.4% in the third quarter. Vestmark Advisory Solutions Inc. now owns 20,585 shares of the transportation company’s stock valued at $2,523,000 after acquiring an additional 78 shares in the last quarter. Cardinal Capital Management grew its stake in Landstar System by 0.4% in the 3rd 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 period. Huntington National Bank grew its stake in Landstar System by 9.7% in the 3rd quarter. Huntington National Bank now owns 1,129 shares of the transportation company’s stock valued at $138,000 after purchasing an additional 100 shares during the period. Eukles Asset Management increased its position in shares of Landstar System by 1.1% during the 2nd quarter. Eukles Asset Management now owns 10,053 shares of the transportation company’s stock valued at $1,398,000 after purchasing an additional 105 shares during the last quarter. Finally, MAI Capital Management raised its stake in shares of Landstar System by 79.3% during the 2nd quarter. MAI Capital Management now owns 242 shares of the transportation company’s stock worth $34,000 after purchasing an additional 107 shares during the period. 97.95% of the stock is currently owned by institutional investors and hedge funds.

About Landstar System

(Get Free Report)

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.