LSTR
LANDSTAR SYSTEM INC
$224.27
-0.41%
$7.6B
No data for this timeframe.
Vol
Market Cap$7.6B
Cap SizeMid Cap
Analyst ConsensusHold (30%)
Inst. Holders50 funds
Inst. Value$3.4B
Inst. Activity27 buys / 10 sells
Insider Activity0B / 1S
Insider Net $-$2.5M
SEC Reports4
Press Releases1
Recent Activity
Jun 5, 2026
Insider
MURPHY DIANA M sold 11,246 shares
Director @ $221.28 ($2.5M)
May 25, 2026
dark_pool
Dark Pool: LSTR — 0.6M shares, 19,807 trades
Week starting 2026-05-25. Total ATS volume: 622,339 shares across 19,807 trades.
May 6, 2026
Insider
WHITE TERESA L was granted 825 shares
Director
May 6, 2026
Insider
Scanlon George P was granted 825 shares
Director
Apr 28, 2026
SEC
{
"summary": "Landstar System reported Q1 2026 revenue of $1.171B (+1.6% YoY) and EPS of $1.16 (+36.5% YoY), driven by
8-K — Impact 5/10
Apr 20, 2026
SEC
Landstar System has filed a supplemental proxy statement to address shareholder concerns about CEO Frank Lonegro's $10 m
DEFA14A — Impact 4/10
Apr 14, 2026
SEC
Landstar System announced it will release its Q1 2026 earnings on April 28, 2026, followed by a conference call. The fil
PRESS-RELEASE — Impact 3/10
Inst.
MORGAN STANLEY — TRIM
656,118 shares ($105.2M)
Price Targets
$179.14
-20.1% upside
Strong Sell
Current $224.27
Low $145.00
Median $180.00
High $240.00
14 analysts
$145.00
$240.00
Analyst Ratings
3Strong Buy
4Buy
15Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.47 | $1.36 — $1.58 | 23% YoY | 16 |
| Next Q | $1.50 ▲ +1.2% | $1.36 — $1.80 | 23% YoY | 15 |
| Current FY | $5.67 ▲ +0.6% | $5.35 — $6.25 | 41% YoY | 17 |
| Next FY | $7.09 ▲ +0.8% | $5.95 — $8.50 | 25% YoY | 17 |
Latest Reports
NEUTRAL
8-K
5/10
{
"summary": "Landstar System reported Q1 2026 revenue of $1.171B (+1.6% YoY) and EPS of $1.16 (+36.5% YoY), driven by
Apr 28, 2026
NEUTRAL
DEFA14A
4/10
Landstar System has filed a supplemental proxy statement to address shareholder concerns about CEO Frank Lonegro's $10 m
Apr 20, 2026
NEUTRAL
Press
3/10
Landstar System, Inc. announced the departure of Vice President, General Counsel, and Secretary Michael Kneller, effecti
Apr 2, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT | $550.2M | — |
| BlackRock, Inc. | $518.3M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $281.0M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $245.6M | — |
| STATE STREET CORP | $180.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | MURPHY DIANA | SELL | $2.5M |
| May 6, 2026 | WHITE TERESA | A | $0.00 |
| May 6, 2026 | Scanlon George | A | $0.00 |
| May 6, 2026 | MURPHY DIANA | A | $0.00 |
| May 6, 2026 | Liang James | A | $0.00 |
50 institutional holders with $3.4B total value (21,558,848 shares) as of 2026-Q1. Top holders: KAYNE, BlackRock,, VANGUARD. Net buying activity: 27 institutions added/increased vs 10 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,432,243 | $550.2M | 16.0% | — |
| 2 | BlackRock, Inc. | 3,233,185 | $518.3M | 15.0% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,752,711 | $281.0M | 8.1% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,531,900 | $245.6M | 7.1% | — |
| 5 | STATE STREET CORP | 1,123,666 | $180.1M | 5.2% | — |
| 6 | FIRST TRUST ADVISORS LP | 1,118,554 | $179.3M | 5.2% | — |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 1,074,358 | $172.2M | 5.0% | TRIM -29.2% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 683,119 | $109.5M | 3.2% | — |
| 9 | MORGAN STANLEY | 656,118 | $105.2M | 3.0% | TRIM -58.4% |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | 459,608 | $73.7M | 2.1% | NEW |
| 11 | GOLDMAN SACHS GROUP INC | 448,909 | $72.0M | 2.1% | — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 383,687 | $61.5M | 1.8% | — |
| 13 | BANK OF MONTREAL /CAN/ | 369,511 | $59.2M | 1.7% | DOUBLED +5643.4% |
| 14 | WELLS FARGO & COMPANY/MN | 348,449 | $55.9M | 1.6% | — |
| 15 | ALLIANCEBERNSTEIN L.P. | 340,606 | $48.9M | 1.4% | NEW |
| 16 | RAYMOND JAMES FINANCIAL INC | 307,471 | $48.8M | 1.4% | — |
| 17 | Gotham Asset Management, LLC | 276,406 | $44.3M | 1.3% | ADD +30.8% |
| 18 | Invesco Ltd. | 276,357 | $44.3M | 1.3% | TRIM -30.0% |
| 19 | Boston Trust Walden Corp | 269,134 | $43.1M | 1.3% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 250,112 | $40.1M | 1.2% | TRIM -36.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,578,423 | 656,118 | -58.4% | $105.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 459,608 | — | $73.7M | 2026-Q1 |
| FMR LLC | ADD | 130,172 | 165,867 | +27.4% | $26.6M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 20,186 | 107,069 | +430.4% | $17.2M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 5,289 | 92,449 | +1647.9% | $14.8M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | NEW | — | 91,845 | — | $14.7M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 56,340 | 80,440 | +42.8% | $12.9M | 2026-Q1 |
| Amundi | DOUBLED | 3,363 | 79,173 | +2254.2% | $12.7M | 2026-Q1 |
| Jain Global LLC | NEW | — | 66,429 | — | $10.6M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 115,778 | 60,207 | -48.0% | $9.5M | 2026-Q1 |
| Holocene Advisors, LP | ADD | 39,970 | 55,433 | +38.7% | $8.9M | 2026-Q1 |
| Nuveen, LLC | TRIM | 198,478 | 53,945 | -72.8% | $8.6M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 41,031 | 51,669 | +25.9% | $8.3M | 2026-Q1 |
| Mariner, LLC | DOUBLED | 12,107 | 44,671 | +269.0% | $7.2M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | ADD | 28,594 | 44,051 | +54.1% | $7.1M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 65,377 | 42,488 | -35.0% | $6.8M | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 12,956 | 28,339 | +118.7% | $4.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 377 | 27,831 | +7282.2% | $4.5M | 2026-Q1 |
| NATIXIS | DOUBLED | 11,196 | 27,094 | +142.0% | $4.3M | 2026-Q1 |
| &PARTNERS | ADD | 18,178 | 23,672 | +30.2% | $3.8M | 2026-Q1 |
| CWM, LLC | DOUBLED | 6,149 | 21,820 | +254.9% | $3.5M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 1,836 | 15,378 | +737.6% | $2.5M | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | TRIM | 47,000 | 14,989 | -68.1% | $2.4M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 9,882 | 15,905 | +60.9% | $2.4M | 2026-Q1 |
| Hudson Bay Capital Management LP | TRIM | 30,500 | 14,220 | -53.4% | $2.3M | 2026-Q1 |
15 unique insiders with 25 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | MURPHY DIANA M | Director | SELL | 11,246 | $221.28 | $2.5M |
| May 6, 2026 | WHITE TERESA L | Director | AWARD | 825 | — | — |
| May 6, 2026 | Scanlon George P | Director | AWARD | 825 | — | — |
| May 6, 2026 | MURPHY DIANA M | Director | AWARD | 825 | — | — |
| May 6, 2026 | Liang James L | Director | AWARD | 825 | — | — |
| May 6, 2026 | HART MELANIE M | Director | AWARD | 825 | — | — |
| May 6, 2026 | Blanton Jonathan Barr | Director | AWARD | 825 | — | — |
| May 6, 2026 | BANNISTER DAVID G/ | Director | AWARD | 825 | — | — |
| May 6, 2026 | Akbari Dr. Homaira | Director | AWARD | 825 | — | — |
| Mar 15, 2026 | Miller Matthew | Chief Safety & Operations | TAX W/H | 130 | $146.78 | $19.1K |
| Feb 2, 2026 | Lonegro Frank A | President & CEO | TAX W/H | 2,085 | $154.55 | $322.2K |
| Jan 31, 2026 | Miller Matthew | Chief Safety & Operations | TAX W/H | 159 | $148.91 | $23.7K |
| Jan 31, 2026 | Applegate James M | Chief Corp Sales, Strat, S Frt | TAX W/H | 227 | $148.91 | $33.8K |
| Jan 31, 2026 | Dannegger Matthew M | Chief Field Sales Officer | TAX W/H | 357 | $148.91 | $53.2K |
| Jan 31, 2026 | Kneller Michael K | VP General Counsel & Secy | TAX W/H | 365 | $148.91 | $54.4K |
| Jan 31, 2026 | Lonegro Frank A | President & CEO | TAX W/H | 922 | $148.91 | $137.3K |
| Jan 31, 2026 | CORO RICARDO S | Vice President - CIO | TAX W/H | 366 | $148.91 | $54.5K |
| Jan 31, 2026 | Todd James P | VP and CFO | TAX W/H | 519 | $148.91 | $77.3K |
| Jan 30, 2026 | Miller Matthew | Chief Safety & Operations | AWARD | 1,678 | — | — |
| Jan 30, 2026 | Applegate James M | Chief Corp Sales, Strat, S Frt | AWARD | 1,175 | — | — |
| Jan 30, 2026 | Dannegger Matthew M | Chief Field Sales Officer | AWARD | 1,175 | — | — |
| Jan 30, 2026 | Kneller Michael K | VP General Counsel & Secy | AWARD | 1,678 | — | — |
| Jan 30, 2026 | Lonegro Frank A | President & CEO | AWARD | 6,715 | — | — |
| Jan 30, 2026 | CORO RICARDO S | Vice President - CIO | AWARD | 1,678 | — | — |
| Jan 30, 2026 | Todd James P | VP and CFO | AWARD | 1,678 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.8/10.
NEUTRAL
8-K
5/10
{
"summary": "Landstar System reported Q1 2026 revenue of $1.171B (+1.6% YoY) and EPS of $1.16 (+3
Apr 28, 2026
NEUTRAL
DEFA14A
4/10
Landstar System has filed a supplemental proxy statement to address shareholder concerns about CEO F
Apr 20, 2026
NEUTRAL
PRESS-RELEASE
3/10
Landstar System announced it will release its Q1 2026 earnings on April 28, 2026, followed by a conf
Apr 14, 2026
NEUTRAL
8-K
3/10
Landstar System, Inc. announced that Michael K. Kneller, Vice President, General Counsel and Secreta
Apr 2, 2026
Current analyst consensus: Sell (30% buy). Based on 23 analysts: 3 strong buy, 4 buy, 15 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$179.14 mean target
-20.1% upside
Strong Sell (3.00)
$145.00 Low
$240.00 High
| Metric | Value |
|---|---|
| Current Price | $224.27 |
| Target Low | $145.00 |
| Target Mean | $179.14 |
| Target Median | $180.00 |
| Target High | $240.00 |
| # Analysts | 14 |
| Recommendation | Strong Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.47 | $1.36 | $1.58 | 22.7% | +0.4% | 14↑ 0↓ | $1.3B | 8.8% | 16 |
| Next Q 2026-09-30 |
$1.50 | $1.36 | $1.80 | 22.9% | +1.2% | 11↑ 1↓ | $1.3B | 10.4% | 15 |
| Current FY 2026-12-31 |
$5.67 | $5.35 | $6.25 | 41.0% | +0.6% | 2↑ 1↓ | $5.1B | 8.5% | 17 |
| Next FY 2027-12-31 |
$7.09 | $5.95 | $8.50 | 25.0% | +0.8% | 1↑ 1↓ | $5.7B | 10.4% | 17 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.472 | |
| 7d ago | $1.472 | |
| 30d ago | $1.466 | +0.006 |
| 60d ago | $1.340 | +0.132 |
| 90d ago | $1.338 | +0.134 |
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 29, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 29, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Apr 22, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 2, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Mar 27, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 29, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Jan 15, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 15, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Jan 14, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Jan 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 9, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 8, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 15 | 1 | 0 | 30% | |
| May 1, 2026 | 3 | 4 | 15 | 1 | 0 | 30% | |
| Apr 1, 2026 | 3 | 4 | 16 | 1 | 0 | 29% | |
| Mar 1, 2026 | 3 | 4 | 16 | 1 | 0 | 29% | |
| Feb 1, 2026 | 3 | 4 | 16 | 1 | 0 | 29% | |
| Jan 1, 2026 | 1 | 0 | 18 | 2 | 2 | 4% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 25, 2026
dark_pool
Dark Pool: LSTR — 0.6M shares, 19,807 trades
Week starting 2026-05-25. Total ATS volume: 622,339 shares across 19,807 trades.
May 19, 2026
other
Landstar Statement on U.S. Supreme Court Decision
<p align="justify">JACKSONVILLE, Fla., May 19, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR), a technology-enabled, asset-light prov
May 18, 2026
dark_pool
Dark Pool: LSTR — 0.8M shares, 28,645 trades
Week starting 2026-05-18. Total ATS volume: 787,574 shares across 28,645 trades.
May 13, 2026
short_interest
FTD: LSTR — 3,991 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $175.74, FTD Value: $701,378.34, LANDSTAR SYSTEM INC
May 11, 2026
dark_pool
Dark Pool: LSTR — 0.9M shares, 31,176 trades
Week starting 2026-05-11. Total ATS volume: 866,314 shares across 31,176 trades.
May 4, 2026
dark_pool
Dark Pool: LSTR — 0.5M shares, 23,370 trades
Week starting 2026-05-04. Total ATS volume: 487,212 shares across 23,370 trades.
Apr 28, 2026
earnings
Landstar System Reports Improved First Quarter Performance Revenue of $1.171B and Earnings Per Share of $1.16
<p align="justify">JACKSONVILLE, Fla., April 28, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today r
Apr 28, 2026
earnings_calendar
LSTR Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: LSTR — 0.9M shares, 32,416 trades
Week starting 2026-04-27. Total ATS volume: 917,816 shares across 32,416 trades.
Apr 20, 2026
dark_pool
Dark Pool: LSTR — 0.5M shares, 22,234 trades
Week starting 2026-04-20. Total ATS volume: 523,042 shares across 22,234 trades.
Apr 14, 2026
earnings
Landstar to Release First Quarter Results on Tuesday, April 28, 2026
<p align="justify">JACKSONVILLE, Fla., April 14, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ:LSTR), announced today it will release its 2
Apr 13, 2026
dark_pool
Dark Pool: LSTR — 0.5M shares, 21,606 trades
Week starting 2026-04-13. Total ATS volume: 498,579 shares across 21,606 trades.
Apr 6, 2026
dark_pool
Dark Pool: LSTR — 0.5M shares, 22,420 trades
Week starting 2026-04-06. Total ATS volume: 516,300 shares across 22,420 trades.
Apr 2, 2026
leadership
Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel
<p align="justify">JACKSONVILLE, Fla., April 02, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR), a technology-enabled, asset-light pr
Mar 30, 2026
dark_pool
Dark Pool: LSTR — 0.4M shares, 15,516 trades
Week starting 2026-03-30. Total ATS volume: 432,643 shares across 15,516 trades.