Lamar Advertising Company · Real Estate · REIT - Specialty
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Last
$150.49
−$1.97 (−1.30%) 4:00 PM ET
After hours$150.48
−$0.01 (−0.00%) 10:56 PM ET
Prev closePrevC$152.46
OpenOpen$152.14
Day highHigh$152.43
Day lowLow$150.35
VolumeVol563,750
Avg volAvgVol678,585
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Mkt cap
$15.47B
P/E ratio
27.76
FY Revenue
$2.29B
EPS
5.42
Gross Margin
67.22%
Sector
Real Estate
AI report sections
MIXED
LAMR
Lamar Advertising Company
LAMR combines high margins and ample free cash flow generation with slowing earnings growth and a modest recent price pullback. Technical indicators show short-term downside pressure with price below key moving averages and multiple bearish pattern signals, while the stock still trades in the upper half of its 52-week range. Short interest metrics indicate moderate but not extreme bearish positioning against a backdrop of generally favorable recent news flow.
Lamar Advertising Company Announces Cash Dividend on Common Stock
Lamar Advertising Company (NASDAQ: LAMR) announced a quarterly cash dividend of $1.60 per share payable on June 30, 2026, to shareholders of record as of June 16, 2026. The company expects aggregate quarterly distributions for 2026 to total at least $6.40 per common share, subject to board approval.
LAMRdividend announcementcash dividendoutdoor advertisingshareholder returnsquarterly distribution
Sentiment note
The announcement of a substantial quarterly dividend of $1.60 per share and expected annual distributions of at least $6.40 per share demonstrates strong financial health and confidence in future cash flows. Regular dividend payments are typically viewed positively by investors as they indicate profitability and management's commitment to returning value to shareholders.
PositiveGlobeNewswire Inc.• Na
Lamar Advertising to appear at the J.P. Morgan 2026 Global Technology, Media and Communications Conference
Lamar Advertising Company announced that CEO Sean Reilly will participate in a Q&A session at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026. The company reported strong Q1 2026 results with net revenues of $528.0 million, net income of $101.8 million, and adjusted EBITDA of $226.3 million.
LAMRLamar AdvertisingJ.P. Morgan ConferenceQ1 2026 earningsoutdoor advertisingdigital billboardsCEO participation
Sentiment note
The company is participating in a major industry conference with its CEO, demonstrating confidence and market engagement. Additionally, Q1 2026 financial results show solid performance with $528.0 million in net revenues and $226.3 million in adjusted EBITDA, indicating healthy business operations and profitability.
PositiveThe Motley Fool• Motley Fool Transcribing
Lamar (LAMR) Q1 2026 Earnings Call Transcript
Lamar Advertising reported strong Q1 2026 results with 3.9% acquisition-adjusted revenue growth and 7.7% EBITDA growth, exceeding internal expectations. The company saw broad-based strength across all divisions, particularly in airports (+15.5%) and digital (+5%), with national revenue up 5.8% driven by programmatic growth of nearly 25%. Management raised forward guidance expectations and indicated potential upward revision in August, citing robust booking momentum at 75% of full-year revenue goal as of May 1.
Strong Q1 results exceeded expectations with 3.9% acquisition-adjusted revenue growth, 7.7% EBITDA growth, and 130 basis points margin expansion. Programmatic revenue surged 25%, digital revenue grew 5%, and airport division led with 15.5% growth. Management signaled potential upward guidance revision, robust forward bookings at 75% of annual goal, and strong momentum expected through Q2-Q4. Political advertising pacing ahead of 2024 presidential year for first time ever. Active M&A pipeline with $80M deployed YTD and $1B+ investment capacity.
PositiveGlobeNewswire Inc.• Na
Lamar Advertising Company Announces First Quarter Ended March 31, 2026 Operating Results
Lamar Advertising Company reported Q1 2026 net revenues of $528.0 million (up 4.5% YoY) and adjusted EBITDA of $226.3 million (up 7.7% YoY). However, net income declined 26.9% to $101.8 million, primarily due to a $67.7 million gain from the Vistar Media sale in the prior year. The company exceeded internal forecasts and expects to trend at the top end of full-year AFFO per diluted share guidance, with strong demand from national and local customers.
Strong operational performance with revenue growth of 4.5%, adjusted EBITDA growth of 7.7%, and AFFO growth of 8.0%. Free cash flow increased 25.8% YoY. CEO commentary indicates results exceeded internal forecasts and company is tracking at the top end of full-year guidance. The net income decline is attributable to a non-recurring gain in the prior year, not operational weakness. Strong demand from national and local customers supports positive outlook.
PositiveBenzinga• Globe Newswire
Lamar Advertising Company Announces Cash Dividend on Common Stock & Extension of Stock and Debt Repurchase Programs
Lamar Advertising Company announced a quarterly cash dividend of $1.60 per share payable on March 31, 2026, with expected aggregate quarterly distributions of at least $6.40 per share for 2026. The company also extended its stock repurchase program ($250 million remaining) and debt repurchase program ($250 million authorized) through September 30, 2027.
The company is returning capital to shareholders through increased dividend distributions ($6.40+ per share annually) and maintaining substantial repurchase programs ($250 million each for stock and debt), demonstrating financial strength and confidence in future performance.
NeutralGlobeNewswire Inc.• Na
Lamar Advertising to appear at the Morgan Stanley Technology, Media & Telecom Conference
Sean Reilly, CEO of Lamar Advertising Company (Nasdaq: LAMR), is scheduled to participate in a question-and-answer session at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026. The session will be available via live audio webcast on the company's website.
LAMRLamar AdvertisingCEO participationMorgan Stanley Conferenceoutdoor advertisingdigital billboardsQ&A session
Sentiment note
The article announces a routine corporate event (CEO conference participation) with no material business developments, financial concerns, or significant announcements. This is standard investor relations activity that neither indicates positive nor negative business momentum.
PositiveBenzinga• Globe Newswire
Lamar Advertising Acquires Assets of Cleveland Outdoor Advertising
Lamar Advertising Company (NASDAQ: LAMR) announced the acquisition of Cleveland Outdoor Advertising's assets for cash. The transaction adds 31 high-profile bulletin faces and over 40 junior bulletin faces to Lamar's Cleveland portfolio. COA, founded 47 years ago by Debra Abdalian-Thompson and Stephen Thompson, has been a prominent player in the outdoor advertising industry in the Cleveland metro area.
The acquisition expands Lamar's outdoor advertising portfolio in the Cleveland market by adding 31 high-profile bulletin faces and 40+ junior bulletin faces, representing strategic growth and market consolidation in the OOH (Out of Home) advertising sector.
PositiveBenzinga• Globe Newswire
Lamar Advertising Company Announces Cash Dividends on Common Stock
Lamar Advertising Company declared a quarterly cash dividend of $1.55 per share and a special cash dividend of $0.25 per share, payable on December 31, 2025 to stockholders of record on December 22, 2025.
Company is distributing cash dividends to shareholders, indicating financial stability and commitment to returning value to investors
PositiveThe Motley Fool• Eric Volkman
Warren Buffett Is Selling Bank of America Stock and Buying This High-Yield Investment Instead
Warren Buffett's Berkshire Hathaway is selling Bank of America stock and investing in Lamar Advertising, a billboard and out-of-home advertising REIT with a 4.7% dividend yield and strong market positioning.
BACBACPBBACPEBACPKWarren BuffettBerkshire HathawayBank of AmericaLamar Advertising
Sentiment note
Buffett purchased nearly 1.17 million shares, attracted by its steady revenue growth, high dividend yield, market leadership, and REIT structure
PositiveThe Motley Fool• James Brumley
3 No-Brainer Warren Buffett Stocks to Buy Right Now
Warren Buffett's investment portfolio highlights three strategic stocks: Lamar Advertising, Occidental Petroleum, and Alphabet, each offering unique investment potential in advertising, energy, and technology sectors.
Strong dividend yield of nearly 4.8%, consistent revenue performance, and dominant market position in outdoor advertising
PositiveGlobeNewswire Inc.• Buster Kantrow
Lamar Advertising to Appear at the 9th Annual Wells Fargo TMT Conference
Lamar Advertising Company reported strong third quarter financial results for 2025, with net revenues of $585.5 million and net income of $144.1 million for the three-month period.
The company reported robust financial performance with significant net revenues and net income, indicating strong business performance and growth in the outdoor advertising market
Lamar Advertising reported accelerating acquisition-adjusted revenue growth of 2.9% in Q3 2025, driven by strong national programmatic advertising and digital billboard performance. The company remains optimistic about 2026, with strong customer commitments and potential political advertising tailwinds.
Strong Q3 performance with 2.9% revenue growth, positive outlook for 2026, robust programmatic and digital advertising growth, and strategic acquisitions
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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