Landstar System (NASDAQ:LSTR) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Posted by Francis Steltz on May 11th, 2026

Landstar System (NASDAQ:LSTR – Get Free Report) had its target price lifted by investment analysts at Morgan Stanley from $135.00 to $145.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage currently has an “equal weight” rating on the transportation company’s stock. Morgan Stanley’s price target suggests a potential downside of 20.93% from the stock’s current price.

A number of other research analysts also recently weighed in on LSTR. JPMorgan Chase & Co. upped their price objective on shares of Landstar System from $161.00 to $179.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. Robert W. Baird set a $193.00 price objective on shares of Landstar System in a research report on Wednesday, April 29th. Truist Financial upped their price objective on shares of Landstar System from $145.00 to $190.00 and gave the stock a “hold” rating in a research report on Wednesday, April 29th. Wells Fargo & Company upped their price objective on shares of Landstar System from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Finally, TD Cowen upped their price objective on shares of Landstar System from $150.00 to $175.00 and gave the stock a “hold” rating in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $179.36.

Get Our Latest Research Report on LSTR

Landstar System Stock Performance

NASDAQ LSTR opened at $183.39 on Monday. The company has a market capitalization of $6.22 billion, a PE ratio of 50.66 and a beta of 0.85. The company has a fifty day moving average of $163.97 and a 200 day moving average of $149.60. Landstar System has a 1 year low of $119.32 and a 1 year high of $195.84. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.88 and a quick ratio of 1.88.

Landstar System (NASDAQ:LSTR – Get Free Report) last posted its earnings results on Tuesday, April 28th. The transportation company reported $1.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.05. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.16 billion. Landstar System had a net margin of 2.62% and a return on equity of 19.49%. The firm’s quarterly revenue was up 1.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.95 earnings per share. Research analysts forecast that Landstar System will post 5.55 earnings per share for the current year.

Landstar System declared that its board has authorized a stock repurchase program on Tuesday, April 28th that authorizes the company to buyback 1,115,195,000,000 shares. This buyback authorization authorizes the transportation company to reacquire up to 3.3% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of LSTR. Los Angeles Capital Management LLC acquired a new position in shares of Landstar System during the 4th quarter worth about $25,000. Quarry LP acquired a new position in shares of Landstar System during the 3rd quarter worth about $25,000. Global Retirement Partners LLC raised its position in shares of Landstar System by 320.0% during the 4th quarter. Global Retirement Partners LLC now owns 189 shares of the transportation company’s stock worth $27,000 after purchasing an additional 144 shares during the last quarter. UMB Bank n.a. raised its position in shares of Landstar System by 335.8% during the 3rd quarter. UMB Bank n.a. now owns 292 shares of the transportation company’s stock worth $36,000 after purchasing an additional 225 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its position in shares of Landstar System by 132.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock worth $37,000 after purchasing an additional 142 shares during the last quarter. Institutional investors and hedge funds own 97.95% of the company’s stock.

Landstar System Company Profile

(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.

Founded in 1968 and headquartered in Jacksonville, Florida, Landstar pioneered an asset-light brokerage model that has evolved into a global logistics operation.