JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Landstar System (NASDAQ:LSTR) Stock

Posted by Stanley Muller on Jul 29th, 2026

Landstar System (NASDAQ:LSTR – Get Free Report) had its price target upped by JPMorgan Chase & Co. from $198.00 to $204.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 15.58% from the company’s current price.

Several other analysts have also weighed in on LSTR. Stifel Nicolaus set a $197.00 price objective on shares of Landstar System and gave the stock a “hold” rating in a report on Wednesday. Wall Street Zen raised Landstar System from a “hold” rating to a “buy” rating in a research note on Saturday, July 4th. Morgan Stanley restated an “underweight” rating and set a $145.00 target price on shares of Landstar System in a report on Monday, July 6th. UBS Group reaffirmed a “neutral” rating and issued a $195.00 price target on shares of Landstar System in a report on Wednesday. Finally, The Goldman Sachs Group upped their price target on shares of Landstar System from $147.00 to $168.00 and gave the stock a “sell” rating in a research report on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Landstar System currently has a consensus rating of “Hold” and a consensus target price of $194.62.

Read Our Latest Research Report on Landstar System

Landstar System Price Performance

Shares of LSTR traded down $8.82 during mid-day trading on Wednesday, reaching $176.50. The company had a trading volume of 478,311 shares, compared to its average volume of 515,048. Landstar System has a twelve month low of $119.32 and a twelve month high of $228.46. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.88 and a quick ratio of 1.88. The company’s 50-day moving average is $208.49 and its 200-day moving average is $177.83. The company has a market capitalization of $5.99 billion, a P/E ratio of 49.02 and a beta of 0.89.

Landstar System (NASDAQ:LSTR – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.44 earnings per share for the quarter, missing analysts’ consensus estimates of $1.49 by ($0.05). The company had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.34 billion. Landstar System had a net margin of 2.62% and a return on equity of 19.49%. The business’s revenue was up 18.2% on a year-over-year basis. During the same quarter last year, the company earned $1.20 earnings per share. On average, equities analysts anticipate that Landstar System will post 5.73 EPS for the current year.

Landstar System announced that its Board of Directors has approved a stock repurchase program on Tuesday, April 28th that allows the company to buyback 1,115,195,000,000 shares. This buyback authorization allows the transportation company to buy up to 3.3% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In other Landstar System news, CFO James P. Todd sold 1,200 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $218.17, for a total transaction of $261,804.00. Following the transaction, the chief financial officer owned 15,122 shares in the company, valued at approximately $3,299,166.74. This trade represents a 7.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Diana M. Murphy sold 11,246 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $221.28, for a total transaction of $2,488,514.88. Following the completion of the sale, the director owned 18,853 shares in the company, valued at approximately $4,171,791.84. This trade represents a 37.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.74% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Los Angeles Capital Management LLC bought a new stake in shares of Landstar System during the 4th quarter worth approximately $25,000. Quarry LP acquired a new position in Landstar System during the third quarter worth $25,000. Global Retirement Partners LLC raised its position in Landstar System by 320.0% during the fourth quarter. Global Retirement Partners LLC now owns 189 shares of the transportation company’s stock worth $27,000 after acquiring an additional 144 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in Landstar System by 132.7% in the first quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock valued at $37,000 after acquiring an additional 142 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd grew its position in shares of Landstar System by 1,490.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 318 shares of the transportation company’s stock valued at $39,000 after acquiring an additional 298 shares during the period. 97.95% of the stock is currently owned by institutional investors.

Trending Headlines about Landstar System

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

Positive Sentiment: Second-quarter revenue increased 18.2% year over year to $1.432 billion, exceeding the roughly $1.34 billion consensus estimate. Stronger truck rates, load growth and higher business capacity-owner utilization supported the improvement. Landstar Q2 Earnings and Revenues Top Estimates
Positive Sentiment: Landstar reported earnings of $1.44 per share, up from $1.20 a year earlier. While this was below the $1.49 estimate cited by some data providers, it topped the $1.42 Zacks consensus, highlighting differing analyst benchmarks. Landstar Beats Q2 Estimates
Positive Sentiment: The company declared a quarterly dividend of $0.44 per share, a 10% increase from $0.40. The dividend is payable September 9 to shareholders of record August 18, signaling confidence in cash generation and shareholder returns. Landstar Posts Strong Q2 Results and Raises Dividend
Neutral Sentiment: Robert W. Baird reduced its price target from $225 to $215 but maintained an “outperform” rating. The revised target still implies substantial potential upside based on the referenced share price, although the reduction reflects more cautious expectations. Benzinga report
Negative Sentiment: The primary pressure on LSTR appears to be the EPS shortfall versus the higher consensus estimate, despite the revenue beat. Investors may also be concerned that the company’s strong revenue growth has not translated into equally strong earnings growth, contributing to the stock’s decline.

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.

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