Landstar System Inc (LSTR) Shares Fall 3.7% -- GF Value Says Still Overvalued
Landstar System Inc (LSTR) shares fell 3.7% to $186.30, yet the stock remains overvalued according to GuruFocus' GF Value™ estimate of $179.74. Despite strong year-to-date performance and a high GF Score™ of 81/100 reflecting robust financial strength, its current P/E ratio is significantly above its historical median, indicating potential overextension. Insider selling activity also suggests caution for investors.
Landstar says its trimmed 35,000 approved carriers over four years
Landstar System has reduced its approved carrier network by 35% over the last four years, shedding 35,000 carriers. This strategic move, driven by advancements in technology to combat cargo fraud, aims to enhance safety, security, and service, ultimately mitigating the risk of nuclear verdicts and fraud. The company is also advocating for clearer federal guidelines on carrier vetting to create a more predictable operating environment for the trucking industry.
State of Wyoming Takes Position in Landstar System, Inc. $LSTR
The State of Wyoming has acquired a new position in Landstar System, Inc. (NASDAQ:LSTR), purchasing 6,165 shares valued at approximately $1.275 million in the second quarter. This move comes as institutional investors collectively own a significant 97.95% of the company. Despite analysts maintaining a "Hold" rating with an average price target of $196, Landstar has announced a dividend increase to $0.44 per share and authorized a share repurchase program.
Walleye Capital LLC Takes $21.04 Million Position in Landstar System, Inc. $LSTR
Walleye Capital LLC has acquired a new position of 101,750 shares, valued at $21.04 million, in Landstar System, Inc. Many other institutional investors have also adjusted their holdings in the transportation company, with institutional ownership now standing at 97.95%. Despite analysts maintaining a "Hold" rating, Landstar recently increased its quarterly dividend and authorized a significant stock buyback program, indicating confidence from management.
Landstar System, Inc. $LSTR Shares Purchased by Bank of America Corp DE
Bank of America Corp DE increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 13.4% in the first quarter, now owning 250,112 shares valued at approximately $40.1 million. Despite 18.2% year-over-year revenue growth, the company missed EPS estimates for the latest quarter. Landstar System also announced a stock repurchase plan, increased its quarterly dividend to $0.44 per share, and maintains a "Hold" consensus rating among analysts.
Kayne Anderson Rudnick (LSTR) reports 9.1% stake in Landstar System common stock
Kayne Anderson Rudnick Investment Management, LLC has reported a 9.1% beneficial ownership stake in Landstar System Inc. common stock, totaling 3,087,534 shares. The firm holds sole voting power over 2,063,354 shares and shared voting power over 592,059 shares, as detailed in a recent SCHEDULE 13G/A SEC filing. Michael Shoemaker, Chief Compliance Officer, signed the filing, which outlines the firm's significant control over Landstar System shares.
Landstar's Pricing Surges as Truckload Capacity Tightens, but Accident Claims Risk Rising
Landstar System, a major third-party logistics provider, is experiencing a surge in pricing due to tightening truckload capacity. The company benefits from a variable cost structure and low capital intensity as it doesn't own tractors, resulting in strong capital returns. However, the article also notes a rising risk of accident claims, alongside its strong market position and economic moat.
Should Investors Buy Landstar Stock Post Latest Dividend Hike?
Landstar System, Inc. (LSTR) recently announced a 10% dividend hike, raising its quarterly payout to 44 cents per share, alongside continued share repurchases. The company's strong balance sheet, efforts in heavy haul services, and cross-border transportation with Mexico are expected to drive profitability and shareholder value. Analysts have positively revised earnings estimates for LSTR, which also exhibits an attractive valuation and has outperformed its industry peers.
Assenagon Asset Management S.A. Makes New Investment in Landstar System, Inc. $LSTR
Assenagon Asset Management S.A. has acquired a new position in Landstar System, Inc. (NASDAQ:LSTR), purchasing over 29,000 shares valued at approximately $6.1 million. This investment comes as other institutional investors have also adjusted their holdings in the transportation company, which recently reported quarterly revenue of $1.43 billion but missed EPS estimates. Landstar System has also increased its quarterly dividend and authorized a share repurchase program.
How Investors May Respond To Landstar System (LSTR) Earnings Beat And Dividend Hike
Landstar System (LSTR) reported strong Q2 2026 results with increased sales, earnings, and a 10% dividend hike to US$0.44 per share, signaling management's confidence and focus on shareholder returns. While these results strengthen the near-term investment narrative, the article cautions investors about persistent risks such as soft freight pricing and cyclical end markets. Analysts forecast continued growth for Landstar, projecting $6.3 billion revenue and $279.1 million earnings by 2029, suggesting an 8% upside to its current price with a fair value of $198.07.
Landstar System, Inc. (LSTR) Stock Forecasts
This article provides a brief overview of an analyst report from Morningstar on Landstar System, Inc. (LSTR), an asset-light third-party logistics provider. The report discusses pricing surges due to tight truckload capacity but also highlights the risk of rising accident claims. It recommends subscribing to Yahoo Finance Silver for the full report.
Landstar appoints Vallie Dugas as general counsel
Landstar System, Inc. has announced the appointment of Vallie Dugas as Vice President, General Counsel, and Secretary. Dugas, who joined Landstar in 2025 and has been Interim General Counsel since April 2026, will lead the company's legal department and oversee corporate governance. She brings over two decades of legal experience in private practice and in-house roles, including her previous position as Vice President and General Counsel at Melton Truck Lines, Inc.
Landstar Appoints Vallie Dugas as Vice President, General Counsel and Secretary
Landstar System, Inc. has announced the appointment of Vallie Dugas as Vice President, General Counsel, and Secretary. Dugas, who joined Landstar in 2025 and served as Interim General Counsel since April 2026, will now be a member of the Executive Leadership Team and report directly to President and CEO Frank Lonegro. She brings over 20 years of legal experience, including leadership roles at Melton Truck Lines, Inc. and a New Orleans-based law firm, and will oversee Landstar's legal affairs and corporate governance.
Landstar has cut more than 35,000 carriers from approved network
Landstar has significantly reduced its approved carrier network by 35% over the past four years, cutting over 35,000 carriers. This reduction, driven by concerns over freight fraud, safety, and increasing broker liability following the Montgomery v. Caribe Transport II Supreme Court ruling, aims to enhance safety, security, and service within its operations. The move also comes as the truckload market tightens, and Landstar emphasizes that such rigorous vetting will continue, potentially becoming a competitive advantage.
Landstar appoints Vallie Dugas as general counsel By Investing.com
Landstar System, Inc. has announced the appointment of Vallie Dugas as Vice President, General Counsel, and Secretary. Dugas, who joined Landstar in 2025 and served as Interim General Counsel since April 2026, brings over 20 years of legal experience to her new role, including leadership positions at Melton Truck Lines, Inc. She will lead the company's legal department and advise the executive leadership team and Board of Directors.
Landstar notches brokerage market gains after Supreme Court case
Landstar System is experiencing increased interest from freight agents, including one of its largest signings in 15 years, following a Supreme Court ruling against C.H. Robinson. This ruling expanded brokers' liability for negligent carrier selection, pushing smaller brokerages to seek larger platforms with more robust safety and compliance resources. Landstar executives believe this shift underscores the importance of scale, safety, and service in the evolving brokerage landscape.
Landstar's New General Counsel Has More Than 20 Years' Experience
Landstar System (NASDAQ: LSTR) has appointed Vallie Dugas as Vice President, General Counsel, and Secretary, effective August 10, 2026. Dugas brings over 20 years of legal experience, including previous roles as Vice President and General Counsel at Melton Truck Lines and as a law firm partner specializing in transportation and logistics. In her new role, she will lead Landstar's legal department, oversee corporate governance, and advise the Executive Leadership Team and Board.
How Investors May Respond To Landstar System (LSTR) Earnings Beat And Dividend Hike
Landstar System (LSTR) recently announced strong Q2 2026 results, including increased sales and net income, along with a 10% dividend hike to US$0.44 per share. These results reinforce management's confidence and commitment to returning cash to shareholders, despite ongoing risks in freight markets and insurance costs. The article suggests that while the earnings beat strengthens the near-term outlook, investors should also consider differing analyst forecasts and potential challenges like persistent low freight rates.
Landstar System, Inc. (LSTR) Stock Price, News, Quote & History
This Yahoo Finance page provides a comprehensive overview of Landstar System, Inc. (LSTR), including its current stock price, recent news, historical data, and financial analysis. It details the company's business operations in transportation logistics and insurance, highlights its financial performance metrics, and lists analyst ratings and comparisons with similar companies.
Reinhart Partners LLC. Has $117.70 Million Stake in Landstar System, Inc. $LSTR
Reinhart Partners LLC significantly reduced its stake in Landstar System, Inc. (NASDAQ:LSTR) by 16.6% in the second quarter, selling 113,446 shares and retaining 569,090 shares valued at approximately $117.7 million. Despite this reduction, Landstar remains the 15th largest holding for Reinhart Partners, making up 2.7% of its portfolio. Landstar System reported a Q2 EPS of $1.44, missing estimates, but revenue increased by 18.2% year-over-year to $1.43 billion. The company also raised its quarterly dividend to $0.44 per share and authorized a share buyback program.
SCOTUS Montgomery Ruling Drives Carrier Vetting Changes at Landstar
Following the Supreme Court's Montgomery ruling, which removed federal preemption protections for carrier selection, Landstar is tightening its carrier vetting processes and reducing its approved carrier pool by 35%. This legal shift has increased broker liability and defense costs, prompting smaller and mid-sized brokerages to seek Landstar's independent agent platform. Despite these challenges, Landstar reported an 18% year-over-year revenue increase in Q2 2026, driven by strong performance in truck revenue per load and heavy haul.
Landstar System Inc (LSTR) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Landstar System Inc (LSTR), outlining its current price momentum score, support and resistance levels, and the performance of various technical indicators and moving averages. The analysis suggests that LSTR is currently suitable for range-bound swing trading, with a neutral signal based on moving averages and other technical indicators.
Is Landstar Stock a Buy After Its Strong Earnings and Revenue Rebound?
Landstar System, Inc. (LSTR) presents a strong near-term investment case due to its second-quarter 2026 revenue and earnings rebound, improved freight pricing, and a Zacks Rank #1 (Strong Buy) rating. Despite an already rallied stock price and a valuation above its five-year median, analysts have increased full-year earnings estimates, and the company continues to reward shareholders through dividends and share repurchases. The stock's price target suggests meaningful upside, contingent on sustained pricing and demand recovery.
Landstar’s owner-operator headcount drops 14% in Q2
Landstar System saw its owner-operator headcount decline by 13.9% year over year in the last quarter, reaching 8,385. The company's owner-operator truck count also dipped to 9,180, primarily due to increased repair costs and extended out-of-service periods for trucks. Despite this drop and decreased revenue per mile, Landstar anticipates that freight rates will remain higher than pre-pandemic levels due to increased operating costs for truckers.
Landstar System (LSTR) grants VP 4,924 shares of common stock
Landstar System Inc.'s VP and Chief Commercial Officer, William C. Clement, was granted 4,924 shares of common stock on August 1, 2026, with a reported price of $0.00 per share. This equity award increases his direct ownership to 4,924 shares, and the transaction was not executed under a Rule 10b5-1 trading plan. The grant is a compensation-related acquisition, typical for equity awards rather than open-market purchases.
Wolfe Research upgrades Landstar System stock rating on valuation By Investing.com
Wolfe Research has upgraded Landstar System (NASDAQ:LSTR) to Outperform from Peerperform, setting a price target of $214.00, citing attractive valuation as the stock trades below its 10-year average P/E ratio. The firm anticipates strong earnings beats starting in Q3, aligning with positive analyst sentiment. This upgrade follows a recent stock pullback and comes after Landstar System reported a Q2 2026 revenue increase of 18% to $1.43 billion, despite missing EPS forecasts due to rising expenses.
At US$175, Is It Time To Put Landstar System, Inc. (NASDAQ:LSTR) On Your Watch List?
This article evaluates whether Landstar System, Inc. (NASDAQ:LSTR), currently trading at US$175, is an attractive investment opportunity. It likely delves into the company's financial performance, valuation metrics, and future prospects to help investors decide if it warrants a place on their watch list.
Landstar System (LSTR) Appoints Bill Clement As Commercial Chief During Leadership Changes
Landstar System (LSTR) has appointed William "Bill" Clement as Vice President and Chief Commercial Officer, bringing over 30 years of logistics leadership experience to oversee commercial strategy, the independent agent network, and growth in specialized transportation. This leadership change occurs as the company experiences mixed stock returns, with a 19.1% year-to-date gain but recent weekly and monthly declines. Clement's role will be crucial in shaping Landstar's customer relationships and freight offerings amidst ongoing senior leadership transitions and investor interest in the company's future commercial focus.
Does Landstar System’s (LSTR) Earnings Beat, Dividend Hike and New CCO Reframe Its Risk Profile?
Landstar System (LSTR) recently announced strong second-quarter 2026 results with increased sales and net income, a 10% dividend hike, and new leadership appointments, including a Chief Commercial Officer. These developments suggest a focus on profitable growth and capital returns. The article explores how these positive changes may impact Landstar's investment outlook, balancing against existing risks like soft pricing and cyclical freight, while highlighting the dividend increase as a key signal for shareholders.
Does Landstar System’s (LSTR) Earnings Beat, Dividend Hike and New CCO Reframe Its Risk Profile?
Landstar System (LSTR) reported strong Q2 2026 earnings with increased sales and net income, alongside a 10% dividend hike and a new Chief Commercial Officer. These developments suggest a focus on profitable growth and capital returns, potentially strengthening its near-term earnings outlook. While the company's asset-light model continues to generate cash, investors should still consider risks like soft pricing, BCO turnover, and rising insurance costs.
Landstar (LSTR) Stock Looks Below Fair Value While Earnings Sit High
Landstar System (LSTR) stock has seen a significant 39.6% return over the past year. While a Discounted Cash Flow (DCF) model suggests the stock is undervalued by 27.3% with an intrinsic value of $240 per share, its Price/Earnings (P/E) ratio of 45.0x indicates it is overvalued compared to its tailored fair P/E of 23.7x. This discrepancy highlights a mixed valuation picture, with cash flow analysis suggesting upside and earnings-based multiples implying a premium.
Enterprise value to EBIT forward of Landstar System, Inc. – NASDAQ:LSTR
This article focuses on the enterprise value to EBIT forward metric for Landstar System, Inc. (NASDAQ: LSTR). It highlights this financial data point within the context of the company's stock market information on TradingView, serving as a data display from financial information providers.
Landstar System Inc (LSTR) Q1 2024 Earnings Report - Results, Call & Slides
Landstar System Inc. (LSTR) reported its Q1 2024 earnings, beating analyst expectations with an actual EPS of $1.32 against a consensus of $1.28, and actual revenue of $1.17 billion against an expected $1.13 billion. Despite beating estimates, the company experienced an 18.43% year-over-year decline in revenue. The earnings call and slide deck for Q1 2024 are available, and the next earnings report is estimated for October 27, 2026.
Landstar CEO reports influx of agent interest post-Montgomery
Landstar CEO Frank Lonegro announced a significant increase in interest from freight brokers looking to join the company's independent agent network following the Montgomery v. Caribe Transport II ruling. This ruling allows brokers to be sued under state law for negligently hiring unsafe trucking companies, making Landstar's robust safety and scale advantages more appealing. The company also reported an 18.2% revenue increase to $1.43 billion in Q2 2026, with net income rising to $49 million, and an increase in independent owner-operator drivers.
LSTR|Landstar System Inc|Price:177.940|Chg%:-7.380
This article analyzes Landstar System Inc (LSTR), highlighting its healthy fundamentals, high growth potential, and fair valuation within the Freight & Logistics Services industry. Despite recent stock market weakness, the company maintains strong fundamentals and a high institutional ownership. Analysts currently rate the stock as "Hold" with a target price of 193.73, suggesting a stable outlook for the stock price in the medium term.
Landstar System : Quarterly Report for Quarter Ending June 27, 2026 (Form 10-Q)
Landstar System (LSTR) has released its Quarterly Report for the quarter ending June 27, 2026 (Form 10-Q). The report details the company's financial condition, results of operations, and capital resources, providing a comprehensive overview of its performance during the period. Key highlights include increased revenue and net income, though certain operating costs like insurance and claims also saw an increase.
Landstar System (NASDAQ: LSTR) lifts H1 2026 EPS to $2.60
Landstar System (NASDAQ: LSTR) reported stronger financial results for the first half of 2026, with revenue increasing 10% to $2.60 billion and earnings per share rising to $2.60 from $2.05 in the prior year period. This growth was primarily driven by an 11-19% increase in revenue per load across most truck categories, despite flat total loads, due to a tighter capacity market and higher diesel costs. The company also detailed its new $300 million revolving credit facility, capital return activities through dividends and share repurchases, and the significant impact of insurance and claims costs, especially from unfavorable development of prior-year self-insured claims.
Landstar System, Inc. Stock 12‑Month Price Target Cut to $197.93, Implies 7% Upside
Landstar System, Inc.'s stock 12-month price target has been cut to $197.36 from $199.14, representing a 6% potential upside from its July 28 closing price. This revised target is based on estimates from 14 analysts, with forecasts ranging from $145 to $240 per share. The consensus rating among 20 analysts remains "Hold," with 3 Buys, 13 Holds, and 4 Sells.
Dividend calendar of landstar system inc.
This article provides the dividend calendar for Landstar System Inc. (LSTR), detailing past dividend announcements, record dates, and payable dates. It also includes links to related news articles concerning Landstar System Inc.'s quarterly earnings.
Landstar System, Inc. Stock 12‑Month Price Target Cut to $196.5, Implies 6% Upside
Landstar System, Inc.'s stock price target has been reduced to $196.5, down from $199.14, based on estimates from 14 analysts. The new target suggests a 6% potential upside from its July 28 closing price. The consensus rating among 20 analysts remains a "Hold."
Landstar System Inc (LSTR) Q2 2026 Earnings Call Highlights: Strong Revenue Growth Amidst Rising Costs
Landstar System Inc (LSTR) reported an 18% year-over-year revenue increase in Q2 2026, reaching $1.44 billion, primarily driven by robust heavy haul revenue. Despite this growth, the company faced increased insurance and claims costs, totaling $39.4 million, and higher selling, general, and administrative expenses of $68.2 million. Landstar also successfully added a significant new freight broker to its network and saw improved BCO truck retention.
Landstar System Inc (LSTR) Q2 2026 Earnings Call Highlights: Strong Revenue Growth Amidst ...
Landstar System Inc. (LSTR) reported strong Q2 2026 results with an 18% year-over-year revenue increase, driven by growth in heavy haul revenue. The company successfully added a new $18 million freight broker and improved BCO truck turnover rates, indicating better retention. Despite these positives, Landstar faced challenges including heightened insurance and claims costs, increased SG&A, and negative free cash flow for the quarter, only the third instance in a decade.
Q2 2026 Landstar System Inc Earnings Call Transcript
Landstar System Inc (LSTR) reported an 18% year-over-year revenue increase for Q2 2026, including significant growth in heavy haul revenue and the addition of a new freight broker to its agent network. Despite positive aspects like strong shareholder returns and improved BCO truck retention, the company faced challenges such as higher insurance and claims costs, a decrease in brokerage net revenue margin, and negative free cash flow for the quarter. The earnings call transcript summarizes the key financial highlights and operational performance for the second quarter of 2026.
Earnings Flash (LSTR) Landstar System, Inc. Reports Q2 Revenue $1.43B, vs. FactSet Est of $1.34B
Landstar System, Inc. (LSTR) reported Q2 revenue of $1.43 billion, surpassing FactSet's estimate of $1.34 billion. This financial update indicates a stronger-than-expected performance for the transportation management solutions provider. The company's stock performance and analyst ratings are also presented within the article.
Landstar System, Inc (LSTR) Q2 2026 Earnings Call Transcript
Landstar System, Inc. (LSTR) reported strong Q2 2026 results with revenue up 18% year-over-year, largely driven by a 17% increase in truck revenue per load and a 9% increase in heavy haul volume. Despite challenges including higher insurance and claims costs, the company saw significant improvements in BCO truck count and utilization, and a favorable market shift towards transportation providers. Management discussed the impact of the Montgomery decision on broker liability, their strategy for agent recruitment in a changing legal landscape, and continued investments in technology and AI.
Landstar System, Inc (LSTR) Q2 2026 Earnings Call Transcript
Landstar System, Inc. reported strong Q2 2026 financial results, with revenue up 18% year-over-year, outperforming pre-pandemic seasonality. The company highlighted significant growth in its heavy haul service, a strong balance sheet, and increased capital returns to shareholders. Discussions also focused on navigating the evolving insurance and claims environment post-Montgomery ruling, emphasizing Landstar's robust safety measures and the potential for increased agent recruitment.
Landstar System, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:LSTR) 2026-07-28
Landstar System, Inc. (LSTR) published its Q2 2026 earnings call presentation, reporting an EPS of $1.44, missing estimates by $0.04. The company's revenue reached $1.43 billion, exceeding expectations by $95.92 million and representing an 18.23% year-over-year increase.
Landstar System Reports Second Quarter Revenue of $1.432B and Earnings per Share of $1.44
Landstar System, Inc. reported strong financial results for the second quarter of 2026, with revenue increasing 18% to $1.432 billion and diluted earnings per share rising 20% to $1.44 compared to the previous year. The company also announced a quarterly dividend of $0.44 per share, a 10% increase, and has continued to return capital to stockholders through its stock purchase program. Despite challenges in the freight transportation industry, including increased insurance and claims expense, Landstar saw growth in truck volumes and revenue per load.
Landstar Raises Quarterly Dividend 10% to $0.44 Per Share
Landstar System (NASDAQ:LSTR) reported strong second-quarter 2026 financial results, with revenue up 18% to $1.432 billion and EPS up 20% to $1.44. The company's Board of Directors announced a 10% increase in its quarterly dividend to $0.44 per share, payable on September 9, 2026. Despite an increase in insurance and claims expenses, Landstar maintained a strong balance sheet with $348 million in cash and short-term investments, and repurchased 150,923 shares for $22.6 million in the first half of 2026.
Landstar System Reports Second Quarter Revenue of $1.432B and Earnings per Share of $1.44
Landstar System, Inc. reported strong second-quarter 2026 financial results, with total revenue increasing 18% year-over-year to $1.432 billion and EPS rising 20% to $1.44. The company also announced a 21% increase in gross profit and a 17% increase in variable contribution. Landstar's Board of Directors declared a quarterly dividend of $0.44 per share, marking a 10% increase, and highlighted continued capital return to stockholders through dividends and share repurchases.
