Landstar System (LSTR)

• Market cap: $4.35B
• 1 day: -4.28%
• 5 days: -3.24%
• 1 month: -2.45%
• 3 months: -8.19%
• 6 months: -16.41%
• Year to date: -26.26%
• 1 year: -31.79%
• 5 years: -3.12%
• 10 years: 82.28%
• Sector: Industrials
• Industry: Integrated Freight & Logistics

About: Landstar System is an agent based asset-light third-party logistics provider focused on domestic truck brokerage. Historically, around half of its truck transportation freight is hauled by leased owner-operators with the remainder hauled by third-party broker-carriers. To a smaller degree, it offers intermodal, global air and ocean forwarding, and warehousing services. Landstar also runs a small business that offers insurance programs to captive owner-operators. It has a long history of industry-leading execution and operating profitability.

Employees: 1,441

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

37% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.08M

11% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 146

3.39% more ownership

Funds ownership: 100.02% [Q1] → 103.42% (+3.39%) [Q2]

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

2% less funds holding

Funds holding: 437 [Q1] → 430 (-7) [Q2]

5% less capital invested

Capital invested by funds: $5.3B [Q1] → $5.02B (-$279M) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $123
• Avg. target: $140
• High target: $166

6 analyst ratings

• positive: 1 17%
• neutral: 5 83%
• negative: 0 0%

Stifel J. Bruce Chan	$131	Hold Maintained	31 Jul 2025
UBS Thomas Wadewitz	$149	Neutral Maintained	30 Jul 2025
Evercore ISI Group Jonathan Chappell	$132	In-Line Maintained	30 Jul 2025
Susquehanna Bascome Majors	$123	Neutral Maintained	30 Jul 2025
JP Morgan Brian Ossenbeck	$138	Neutral Maintained	8 Jul 2025