Landstar System, Inc. (LSTR)

In the past six months, Landstar's stock had a 52-week range between $119.32 and $166.11. Analysts generally maintained a "Hold" recommendation with an average 12-month price target around $153.00. Landstar reported a $4.8 million pre-tax charge due to a fraud incident in Q1 2025. Between September and December 2025, Landstar repurchased 286,695 shares for approximately $37 million. The stock gained approximately 29% since September 2025, outperforming the S&P 500, while short interest in LSTR rose by 24.6% in March 2026.

Landstar's operations are subject to seasonal trends typical of the trucking industry, with Q1 shipments typically lower than Q2, Q3, and Q4. The COVID-19 pandemic disrupted these patterns in fiscal years 2022 and 2023. In Q1 2025, the company experienced an unusual sequential increase in loads, though Q2 volumes were anticipated to be sub-seasonal.

Landstar System, Inc. operates in the Transportation sector, providing integrated transportation management solutions through its Transportation Logistics segment. The company offers a suite of services including truckload, LTL, rail intermodal, air and ocean cargo, expedited delivery, heavy-haul, and customs brokerage. Landstar also has an Insurance segment providing risk and claims management services. Its customer base spans various industries including automotive, consumer goods, building products, and retail.

Landstar System, Inc. has a global logistics network primarily covering the United States, with services extending into Canada, Mexico, and other countries. The corporate headquarters are in Jacksonville, Florida, with key operational centers in Rockford, Illinois, and Laredo, Texas. Landstar Canada, Inc. has an office in Markham, Ontario.

Landstar System Inc. has a strong brand reputation synonymous with quality and reliability in the logistics industry, built on a history of industry-leading execution and operating profitability. A fraud incident in Q1 2025 impacted the company's operating income and increased insurance and claims costs, but the search results do not explicitly detail how this event specifically affected Landstar's public brand reputation in the past year.

Landstar System, Inc.'s ownership is predominantly institutional, with approximately 60.56% to 97.95% held by institutional investors. Insiders hold around 0.74% to 2.49%, while retail and individual investors hold approximately 11.71% to 26.99%. Major institutional owners include Kayne Anderson Rudnick Investment Management LLC, Vanguard Group Inc., and BlackRock, Inc.