LANDSTAR SYSTEM ($LSTR) posted quarterly earnings results for Q4 2025 on Wednesday, January 28th. The company reported earnings of $1.24 per share, beating estimates of $1.12 by $0.12. The company also reported revenue of $1,174,470,000, missing estimates of $1,209,730,567 by $-35,260,567.
You can see Quiver Quantitative's $LSTR stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
LANDSTAR SYSTEM Hedge Fund Activity
We have seen 190 institutional investors add shares of LANDSTAR SYSTEM stock to their portfolio, and 223 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- M&T BANK CORP added 6,290,171 shares (+151424.4%) to their portfolio in Q4 2025, for an estimated $903,897,572
- MORGAN STANLEY removed 931,373 shares (-30.8%) from their portfolio in Q3 2025, for an estimated $114,149,074
- BOSTON PARTNERS added 343,252 shares (+24.2%) to their portfolio in Q3 2025, for an estimated $42,068,965
- DISCIPLINED GROWTH INVESTORS INC /MN removed 309,783 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $37,967,004
- RIVULET CAPITAL, LLC added 299,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $36,645,440
- FENIMORE ASSET MANAGEMENT INC added 238,173 shares (+231.3%) to their portfolio in Q3 2025, for an estimated $29,190,482
- FIRST TRUST ADVISORS LP added 232,682 shares (+31.8%) to their portfolio in Q3 2025, for an estimated $28,517,505
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LANDSTAR SYSTEM Government Contracts
We have seen $90,000 of award payments to $LSTR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- VEHICLE TRANSPORT. 2(D).: $90,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
LANDSTAR SYSTEM Price Targets
Multiple analysts have issued price targets for $LSTR recently. We have seen 10 analysts offer price targets for $LSTR in the last 6 months, with a median target of $150.5.
Here are some recent targets:
- Lucas Servera from Truist Securities set a target price of $150.0 on 01/15/2026
- Brandon Oglenski from Barclays set a target price of $155.0 on 01/15/2026
- J. Bruce Chan from Stifel set a target price of $147.0 on 01/14/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $151.0 on 01/13/2026
- Brian Ossenbeck from JP Morgan set a target price of $162.0 on 01/12/2026
- Jason Seidl from TD Cowen set a target price of $150.0 on 01/09/2026
- Bascome Majors from Susquehanna set a target price of $160.0 on 01/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
