Market Cap
$5.7B
LSTR
LANDSTAR SYSTEM INC
$172.85 ▲ +1.60%
Prev close $170.14Market cap$5.7B
ConsensusSell
12-mo target$193.88 (+11.8%)
▲ Neutral
Analyst conviction 4/10
High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on LSTR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (38%)
Inst. Holders
50 funds
Inst. Value
$5.7B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $2.8M sell
Insider Net $
-$2.8M
SEC Reports
6
Press Releases
1
Price chart 30d -1.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: LSTR — 0.4M shares, 19,811 trades
Week starting 2026-09-07. Total ATS volume: 354,481 shares across 19,811 trades.
Aug 1, 2026 Insider
Jul 28, 2026 SEC Clement William C was granted 4,924 shares
VP, Chief Commercial Officer
Landstar System reported strong Q2 2026 results with revenue of $1.432B (up 18.2% YoY) and EPS of $1.44 (up 20.0% YoY),
8-K — Impact 7/10
Landstar System announced the appointment of William Clement as Chief Commercial Officer, effective August 1, 2026, alon
8-K — Impact 3/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — TRIM
836,918 shares ($173.1M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — ADD
607,415 shares ($125.6M)
Jun 15, 2026 Insider
Todd James P sold 1,200 shares
VP and CFO @ $218.17 ($261.8K)
Jun 5, 2026 Insider
MURPHY DIANA M sold 11,246 shares
Director @ $221.28 ($2.5M)
Analyst ratings buy % +850.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
38% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 4, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 16, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 14, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 13, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 6, 2026 | Morgan Stanley | DOWNGRADE | Underweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 4 | 13 | 2 | 0 | 38% | |
| Aug 1, 2026 | 4 | 4 | 14 | 2 | 0 | 33% | |
| Jul 1, 2026 | 3 | 4 | 15 | 1 | 0 | 30% | |
| 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% |
Price targets
Where 16 covering analysts think LSTR trades over the next 12 months.
$193.88 +11.8% upside Buy
Current$173.40 Low$145.00 Median$190.50 High$240.00 16 analysts
$145.00$240.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 5 neutral · avg impact 4.2/10.Plus 1 press releases.
BULLISH8-K7/10
Landstar System reported strong Q2 2026 results with revenue of $1.432B (up 18.2% YoY) and EPS of $1
Jul 28, 2026
NEUTRAL8-K3/10
Landstar System announced the appointment of William Clement as Chief Commercial Officer, effective
Jul 23, 2026
NEUTRAL8-K5/10
{ "summary": "Landstar System reported Q1 2026 revenue of $1.171B (+1.6% YoY) and EPS of $1.16 (+3
Apr 28, 2026
NEUTRALDEFA14A4/10
Landstar System has filed a supplemental proxy statement to address shareholder concerns about CEO F
Apr 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: LSTR — 0.4M shares, 19,811 trades
Week starting 2026-09-07. Total ATS volume: 354,481 shares across 19,811 trades.
Aug 31, 2026
dark_pool
Dark Pool: LSTR — 0.3M shares, 18,295 trades
Week starting 2026-08-31. Total ATS volume: 346,844 shares across 18,295 trades.
Aug 24, 2026
dark_pool
Dark Pool: LSTR — 0.5M shares, 21,735 trades
Week starting 2026-08-24. Total ATS volume: 476,253 shares across 21,735 trades.
Aug 17, 2026
dark_pool
Dark Pool: LSTR — 0.6M shares, 29,037 trades
Week starting 2026-08-17. Total ATS volume: 580,496 shares across 29,037 trades.
Aug 10, 2026
leadership
Landstar Appoints Vallie Dugas as Vice President, General Counsel and Secretary
JACKSONVILLE, Fla., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR), a technology-enabled, asset-light provider of integrated t
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.65 | $1.51–$1.82 | 35.6% | +0.4% | 14↑ 0↓ | $1.5B | 17 |
| Next Q | $1.68 | $1.58–$1.88 | 124.1% | +0.2% | 12↑ 2↓ | $1.5B | 17 |
| Current FY | $5.92 | $5.70–$6.30 | 47.3% | +0.0% | 13↑ 2↓ | $5.5B | 18 |
| Next FY | $7.67 | $6.73–$9.30 | 29.4% | +0.3% | 14↑ 2↓ | $6.2B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.654 | — |
| 7d ago | $1.647 | +0.007 |
| 30d ago | $1.647 | +0.007 |
| 60d ago | $1.646 | +0.008 |
| 90d ago | $1.501 | +0.153 |
Institutional ownership
Which big funds own LSTR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.7B total value (27,596,183 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, AQR. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,378,380 | $698.7M | 12.3% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,087,226 | $638.5M | 11.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,122,575 | $439.0M | 7.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,796,040 | $371.4M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,536,660 | $317.8M | 5.6% | — |
| Boston Partners | 1,438,306 | $297.6M | 5.2% | — |
| STATE STREET CORP | 1,142,351 | $236.2M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 988,727 | $204.5M | 3.6% | — |
| FIRST TRUST ADVISORS LP | 836,918 | $173.1M | 3.0% | TRIM -25.2% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 742,490 | $153.6M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | TRIM | 1,118,554 | 836,918 | -25.2% | $173.1M |
| MILLENNIUM MANAGEMENT LLC | ADD | 482,095 | 607,415 | +26.0% | $125.6M |
| NORGES BANK | NEW | — | 391,307 | — | $80.9M |
| UBS Group AG | ADD | 277,749 | 390,375 | +40.5% | $80.7M |
| Quantinno Capital Management LP | ADD | 173,362 | 306,637 | +76.9% | $63.4M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 459,608 | 252,380 | -45.1% | $52.2M |
| FMR LLC | ADD | 165,867 | 236,682 | +42.7% | $48.9M |
| Corient Private Wealth LP | TRIM | 304,414 | 218,495 | -28.2% | $45.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 171 | 206,215 | +120493.6% | $42.6M |
| JPMORGAN CHASE & CO | TRIM | 362,828 | 166,392 | -54.1% | $35.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 27 transactions. Net -$2.8M — $0.00 bought, $2.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Clement William C | VP, Chief Commercial Officer | AWARD | 4,924 | — | — |
| Jun 15, 2026 | Todd James P | VP and CFO | SELL | 1,200 | $218.17 | $261.8K |
| 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 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LSTR.
Shares short
1,647,871
Settlement Sep 15, 2026
Change vs prior
+11.8%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈4.9%
Estimate — not % of float
All LSTR filing & press-release reports (7)
- 8-K reportJul 28, 2026
- 8-K reportJul 23, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportApr 20, 2026
- PRESS-RELEASE reportApr 14, 2026
- 8-K reportApr 2, 2026
- PRESS-RELEASE reportApr 2, 2026