LANDSTAR SYSTEM, INC.
At today's price, LANDSTAR SYSTEM, INC. (LSTR) is priced for today's economics sustained for ~7.7 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Landstar is an asset-light truckload broker whose variable-cost network of independent agents and owner-operators keeps it profitable through the freight recession, with a 15.6% return on equity even as 2025 earnings fell 41% [Source: Landstar Q4 FY2025 results, January 2026]. • The biggest risk is paying a recovery price for a trough: every standard method values the stock below the current price against trailing earnings of $3.62, so the bet depends on the freight cycle turning toward pre-do
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462 institutional managers reported holding LSTR in 13F filings for the quarter ended 2026-03-31. 83 opened new positions that quarter. Held by Vanguard Group, BlackRock, AQR Capital, among others. On the short side, 1.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LSTR has cut its share count 11.4% over the past five years, spending $724.74M on repurchases. It pays a dividend, and has for 12 years running, raised 6 years straight; the current rate is $3.56 a share annually. Cash returned over the past three years: $350.65M in dividends and $324.44M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at LSTR over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LSTR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | -1.6% | -12.1% |
| 2023-11-04 | -2.3% | +8.5% |
| 2024-02-27 | -2.0% | -10.4% |
| 2024-05-04 | +3.6% | +0.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LSTR's latest 8-K filings: 2026-07-06 (items 1.01, 2.03, 9.01); 2026-05-06 (items 5.07); 2026-04-28 (items 2.02, 7.01, 9.01); 2026-04-02 (items 5.02); 2026-01-28 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.