Lamar Advertising CoLAMR
LAMR
About: Lamar Advertising Co is an outdoor advertising companies in the United States and operates as a Real Estate Investment Trust. It rent space for advertising on billboards, buses, shelters, benches, logo plates and in airport terminals and also offer customers a fully integrated service with all aspects of their display requirements from ad copy production to placement and maintenance. It has two operating segments: billboard and Others. Key revenue is generated from Billboard segment.
Employees: 3,500
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
52% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 46
18% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 196
3.79% more ownership
Funds ownership: 92.36% [Q3] → 96.15% (+3.79%) [Q4]
3% more funds holding
Funds holding: 575 [Q3] → 590 (+15) [Q4]
5% less capital invested
Capital invested by funds: $10.8B [Q3] → $10.3B (-$518M) [Q4]
17% less call options, than puts
Call options by funds: $9.76M | Put options by funds: $11.7M
33% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 6 (-3) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$126
11%
upside
Avg. target
$127
12%
upside
High target
$128
12%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Citigroup Jason Bazinet 56% 1-year accuracy 20 / 36 met price target | 12%upside $128 | Neutral Maintained | 25 Feb 2025 |
JP Morgan David Karnovsky 48% 1-year accuracy 13 / 27 met price target | 11%upside $126 | Neutral Maintained | 21 Feb 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
2 weeks ago
Lamar Advertising Company to Release First Quarter Ended March 31, 2025 Operating Results
BATON ROUGE, La., April 14, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) will release its first quarter ended March 31, 2025 earnings report before the market opens on Thursday, May 8, 2025. Lamar will host a conference call on Thursday, May 8, 2025 at 8:00 a.m. (Central time) to discuss the Company's results and answer questions relating to company operations.
Positive
Zacks Investment Research
2 weeks ago
Lamar (LAMR) Surges 11.1%: Is This an Indication of Further Gains?
Lamar (LAMR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO estimate revisions may not translate into further price increase in the near term.
Neutral
Zacks Investment Research
1 month ago
Here's Why You Should Retain Lamar Advertising Stock for Now
LAMR to gain from its extensive asset pool in outdoor advertisement, diverse tenant base and expansionary efforts. Choppiness in national business is a concern.
Positive
Seeking Alpha
2 months ago
REIT Replay: REIT Share Prices Tick Up During Week Ended Feb. 21
Share prices for US equity real estate investment trusts ticked up slightly during the week ended Feb. 21, outperforming the broader stock market. Looking at the Dow Jones US real estate property sector indexes, the retail REIT index logged the largest increase during the recent week, up 0.84%, followed by the apartment REIT index at 0.80%.
Positive
Seeking Alpha
2 months ago
Lamar Advertising: Pullback Provides Opportunity (Rating Upgrade)
Lamar Advertising Company shares have dipped due to disappointing guidance, but the pullback presents a buying opportunity given the company's strong fundamentals and attractive valuation. Despite a penny loss in Q4, Lamar's core business remains solid with a 4% revenue increase and robust EBITDA margins, driven by local advertising. The company's focus on digital billboard upgrades and potential M&A, supported by a strong balance sheet, positions it for future growth beyond the current 3-4% range.
Positive
Seeking Alpha
2 months ago
Lamar Advertising: An Eye-Catching REIT That's Set To Grow
Lamar Advertising is a unique REIT focused on outdoor advertising, a resilient and growing segment that's unaffected by cord-cutting issues plaguing traditional media. LAMR's strong financial performance in 2024, driven by local and programmatic ad growth, and a robust digital expansion strategy, positions it for continued AFFO growth. With a 4.6% dividend yield, a 76% payout ratio, and a reasonable valuation, LAMR presents a compelling opportunity for income and growth-focused investors.
Negative
Zacks Investment Research
2 months ago
Lamar Q4 AFFO Meets Estimates, Revenues Miss, Stock Down 7.3%
LAMR's Q4 results reflect growth in revenues. However, higher expenses marred the performance to some extent.
Neutral
Seeking Alpha
2 months ago
Lamar Advertising Company (LAMR) Q4 2024 Earnings Call Transcript
Lamar Advertising Company (NASDAQ:LAMR ) Q4 2024 Results Conference Call February 20, 2025 9:00 AM ET Company Participants Sean Reilly - CEO & President Jay Johnson - EVP, CFO & Treasurer Conference Call Participants Cameron McVeigh - Morgan Stanley David Karnovsky - JPMorgan Daniel Osley - Wells Fargo Lance Vitanza - TD Cowen Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference.
Positive
Zacks Investment Research
2 months ago
Lamar Advertising (LAMR) Matches Q4 FFO Estimates
Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $2.21 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $2.10 per share a year ago.
Neutral
GlobeNewsWire
2 months ago
Lamar Advertising Company Announces Fourth Quarter and Year Ended December 31, 2024 Operating Results
Three Month Results Net revenue was $579.6 million Net loss was $(1.0) million Adjusted EBITDA was $278.5 million Twelve Month Results Net revenue was $2.21 billion Net income was $362.9 million Adjusted EBITDA was $1.03 billion BATON ROUGE, La., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (the “Company” or “Lamar”) (Nasdaq: LAMR), a leading owner and operator of outdoor advertising and logo sign displays, announces the Company's operating results for the fourth quarter and year ended December 31, 2024.
Charts implemented using Lightweight Charts™