Landstar System (LSTR)
Coordinates specialized freight through independent agents and third-party capacity.
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Coordinates freight across transport modes through independent sales agents and third-party capacity rather than a conventional owned fleet. The business is concentrated in the United States, with service also extending to Canada and Mexico.
Coordinates integrated transportation-management services across transport modes, using independent sales agents, third-party capacity providers and employees rather than a conventional owned fleet. Its services emphasize safety, cargo security, information coordination and customer service.
The transportation logistics operation is principally U.S.-focused, with a smaller Canada and Mexico presence. Independent commission sales agents market services and connect shippers to capacity, leaving the network’s quality and reach central to execution.
Transportation logistics and insurance are the company’s disclosed businesses. The operating model depends on agents and third-party capacity providers to arrange specialized freight.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 4, 2026 | Wolfe Research | Upgrade | Target: — | Target: $214 |
| Jul 29, 2026 | Janney Montgomery | Target | Target: — | Target: $182 |
| Jul 29, 2026 | UBS | Reiterate | Rating: —Target: $147 | Target: $195 |
| Jul 29, 2026 | Stifel Nicolaus | Target | Target: $186 | Target: $197 |
| Jul 29, 2026 | Robert W. Baird | Target | Target: $225 | Target: $215 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $347.7M · Total debt $138.6M · Total assets $1.74B · Shareholders' equity $836.7M
- Revenue
- $1.43B
- Operating income
- $63.5M
- Net income
- $49.0M
HistoryDividendAnnual yield
| Institutions | ≈ 99.69% | 33.83M shares | |
|---|---|---|---|
| 554 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.84% | 285.1K shares | |
| 21 holders · as of Aug 12, 2026 | |||
| Adds to | 100.53% | ||
33.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.53%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.95% | 3.38M | as of Jun 30, 2026 |
Kayne Anderson Rudnick Investment Management LLCInstitution | 9.10% | 3.09M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 6.25% | 2.12M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.29% | 1.80M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 1.54M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 15, 2026 | James P. Todd | officer: VP and CFO | −1,200 | $218.17 |
| Jun 5, 2026 | Diana M. Murphy | director | −11,246 | $221.28 |
- C.H. Robinson Worldwide
Truckload brokerage and managed logistics at North American scale
- RXO
Asset-light truck brokerage and managed transportation platform
- Hub Group
Non-asset brokerage, managed transportation, and specialized trucking
- J.B. Hunt
Asset-light capacity marketplace for truckload and specialized freight
- ArcBest
Truckload brokerage, managed transportation, and ground-expedite logistics
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Landstar System | $168.63 | −0.99% | $5.78B | 44.1 | 24.8 | 1.2 | +18.2% |
| C.H. Robinson Worldwide | $151.15 | −1.10% | $18.02B | 29.2 | 22.0 | 1.1 | +19.3% |
| RXO | $19.80 | +0.41% | $3.25B | — | 57.4 | 0.5 | +25.0% |
| Hub Group | $32.31 | +1.99% | $1.92B | — | 39.3 | — | −1.0% |
| J.B. Hunt | $236.88 | +0.30% | $22.18B | 33.5 | 27.5 | 1.7 | +19.4% |
| ArcBest | $131.50 | +1.35% | $2.90B | 188.0 | 15.9 | 0.7 | +15.9% |
| Median | 33.5 | 27.5 | 0.9 | +19.3% |