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 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
173% more call options, than puts
Call options by funds: $7.54M | Put options by funds: $2.76M
36% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 56
34% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 187
2% more funds holding
Funds holding: 593 [Q4 2024] → 602 (+9) [Q1 2025]
0.43% more ownership
Funds ownership: 96.16% [Q4 2024] → 96.59% (+0.43%) [Q1 2025]
6% less capital invested
Capital invested by funds: $10.3B [Q4 2024] → $9.66B (-$634M) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 4 (-2) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$125
5%
upside
Avg. target
$130
9%
upside
High target
$135
13%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Citigroup Jason Bazinet | 13%upside $135 | Buy Upgraded | 29 May 2025 |
Morgan Stanley Benjamin Swinburne | 5%upside $125 | Equal-Weight Maintained | 1 May 2025 |
Financial journalist opinion
Based on 5 articles about LAMR published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Is it Wise to Retain Lamar Advertising Stock in Your Portfolio Now?
LAMR boosts growth with digital billboards and steady local sales, but high debt and national ad weakness remain risks.
Positive
Seeking Alpha
1 week ago
U.S. REIT Share Repurchase Activity Doubles In Q1 2025
Share buyback activity by US equity real estate investment trusts more than doubled in the first quarter, according to an analysis by S&P Global Market Intelligence. The US REIT sector bought back around $993.2 million in common stock in the period, more than twice as much as the $456.2 million in the fourth quarter of 2024 and up 15.5% year over year. More than a dozen REITs announced new share repurchase programs during the first quarter.
Positive
Seeking Alpha
2 weeks ago
Lamar's Outlook Bolstered By Recent Data
LAMR's 2025 AFFO/share growth guidance of 4% is intact despite macro headwinds, with management reaffirming confidence and strong contract bookings. Recent stock price weakness presents a buying opportunity, as underlying growth is likely closer to 6%+ once tough comps normalize. Billboards enjoy limited new supply and are gaining local ad market share, creating a durable moat and supporting long-term organic growth.
Positive
Seeking Alpha
3 weeks ago
So Simple, It's Genius: 3 Dividend Stocks You'll Wish You Bought Sooner
I value businesses that thrive on simplicity, where even mediocre leadership can't break them. Complexity often leads to failure, not wealth. There's real, lasting wealth in boring, stable businesses. From school carpet tools to regional billboards, simplicity can be wildly profitable. That's why I focus on dividend-paying companies with simple models, steady growth, and strong balance sheets, designed to build wealth, not stress.
Positive
Zacks Investment Research
4 weeks ago
Lamar Announces Dividend Payout & Increase in Stock Repurchase Program
LAMR announces quarterly dividend payout and an increase in stock repurchase program. This is expected to boost shareholders' confidence in the stock.
Neutral
GlobeNewsWire
4 weeks ago
Lamar Advertising Company Announces Cash Dividend on Common Stock and Increase in Stock Repurchase Authorization
BATON ROUGE, La., May 15, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) (the “Company”), a leading owner and operator of outdoor advertising and logo sign displays, announces that its board of directors has declared a quarterly cash dividend of $1.55 per share payable on June 30, 2025 to stockholders of record of Lamar's Class A common stock and Class B common stock on June 16, 2025. The Company expects aggregate quarterly distributions to stockholders in 2025, including the dividend payable on June 30, 2025, will total at least $6.20 per common share.
Positive
Seeking Alpha
1 month ago
Lamar Advertising: Solid Growth And A Strong Balance Sheet Make Shares Attractive
Lamar Advertising is operating well despite macro headwinds, with resilient local advertising and solid Q1 results supporting a stable outlook. Revenue growth is set to accelerate to 3-5% this year, aided by robust M&A activity, digital expansion, and a strong balance sheet. The company's local focus and non-cyclical legal advertising provide stability, while digital billboards offer higher growth potential despite some economic sensitivity.
Positive
Zacks Investment Research
1 month ago
Lamar's Q1 AFFO Beats Estimates, Revenues Increase Y/Y
LAMR's Q1 results reflect growth in revenues. However, higher expenses marred the performance to some extent.
Neutral
Seeking Alpha
1 month ago
Lamar Advertising Company (LAMR) Q1 2025 Earnings Call Transcript
Lamar Advertising Company (NASDAQ:LAMR ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Sean Reilly - President & Chief Executive Officer Jay Johnson - Executive Vice President & Chief Financial Officer Conference Call Participants Cameron McVeigh - Morgan Stanley Jason Bazinet - Citi David Karnovsky - JPMorgan Daniel Osley - Wells Fargo Jonnathan Navarrete - TD Cowen Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference.
Positive
Zacks Investment Research
1 month ago
Lamar Advertising (LAMR) Tops Q1 FFO Estimates
Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $1.60 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to FFO of $1.54 per share a year ago.
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