Stifel increases Landstar System's price target from $127 to $140
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Should l Buy LSTR?
Source: Yahoo Finance
Price Target Adjustment: Stifel raised the price target for Landstar System (LSTR) from $127 to $140 while maintaining a Hold rating, emphasizing a conservative approach in the current market environment.
Market Focus for 2026: The firm anticipates that transport stocks will prioritize supply rationalization and cost-driven strategies in 2026, reflecting a cautious outlook on the sector.
Additional Analyst Ratings: Morgan Stanley also increased its price target for Landstar System to $135 from $133, while Wells Fargo initiated coverage with an Equal Weight rating.
Special Dividend Announcement: Landstar System's board declared a special one-time cash dividend of $2.00 per share, indicating a commitment to returning value to shareholders amidst challenging market conditions.
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Analyst Views on LSTR
Wall Street analysts forecast LSTR stock price to rise
13 Analyst Rating
2 Buy
11 Hold
0 Sell
Hold
Current: 137.360
Low
130.00
Averages
148.55
High
170.00
Current: 137.360
Low
130.00
Averages
148.55
High
170.00
About LSTR
Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions delivering transportation services to a range of customers utilizing a network of agents, third-party capacity providers and employees. It operates through two segments. The Transportation logistics segment provides a range of integrated transportation management solutions. Transportation services of the Company include truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, cold chain/temperature-controlled, United States (U.S)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment consists of Signature Insurance Company and Risk Management Claim Services, Inc. The insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Small Caps Underperform: The Nasdaq 100 dropped 1.7%, while both the S&P 500 and Dow Jones Industrial Average lost 1.2%, with the Russell 2000 small-cap index sliding 2.4%, reflecting a cautious market sentiment.
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- Portfolio Diversification: Additionally, the strategy established new positions in Solstice Advanced Materials (SOLS), Upwork (UPWK), OPENLANE (OPLN), and Arlo Technologies (ARLO), further diversifying its portfolio to adapt to market changes.
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- Quarterly Dividend Announcement: Landstar System has declared a quarterly dividend of $0.40 per share, payable on March 11, indicating the company's ongoing ability to maintain stable cash flows.
- Dividend Yield: The forward yield of 1.04% reflects the company's commitment to shareholder returns in the current economic environment, enhancing investor confidence.
- Record Date for Shareholders: The record date for the dividend is set for February 18, with the ex-dividend date also on February 18, ensuring eligible shareholders receive their payouts promptly.
- Financial Health Indicator: This dividend announcement aligns with Landstar System's financial performance in Q4 2025, showcasing strong financial resilience despite potential recession risks.
See More
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- Increased Technology Investment: The company plans to allocate approximately 50% of its IT CapEx budget for 2026 to AI enablement and solutions, which not only boosts operational efficiency but also lays the groundwork for future business growth.
- Sustained Shareholder Returns: Over the past two years, Landstar returned approximately $261 million to shareholders through share repurchases and $245 million in cash dividends, demonstrating a strong commitment to capital returns and bolstering investor confidence.
- Rising Insurance Cost Pressure: In Q4 of fiscal 2025, insurance and claims costs rose to $56.1 million, primarily due to accident-related charges and increased reserves, posing challenges to the company's financial performance and necessitating attention to future risk management.
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