Wells Fargo has initiated coverage on Landstar System Inc (LSTR) with an Equal-Weight rating, marking the firm's first assessment of the company. This decision reflects Wells Fargo's analysis of Landstar’s business model and the dynamics of the transportation management industry.
Headquartered in Jacksonville, Florida, Landstar System, Inc. provides a range of transportation management solutions. The company operates through two segments: Transportation Logistics and Insurance. The Transportation Logistics segment offers integrated solutions including truckload, less-than-truckload, rail intermodal, and expedited delivery services. Meanwhile, the Insurance segment manages risk and claims for its operating subsidiaries.
As of December 4, 2025, Landstar's stock is priced at $143.84, with a market capitalization of $4.3 billion. The company has a trailing twelve-month price-to-earnings ratio of 31.20 and an earnings per share of 3.92. The current dividend yield stands at an impressive 129.7%.
Looking ahead, Landstar is set to report its next earnings on July 27, 2026, with estimates of $1.38 per share on revenues of $1.3 billion. The announcement highlights a consensus among analysts, where Landstar holds one Strong Buy, no Buys, 17 Holds, two Sells, and two Strong Sells, with an overall consensus rating of Hold.
Analyst ratings, while informative, are based on assumptions that may not always materialize. Investors should consider a variety of factors, including company fundamentals and market conditions, when making decisions. Analyst perspectives are just one of many inputs in the investment process.