US · Real Estate · REIT - Specialty
EPS came in at 2.41 against a street estimate of 2.23 — a beat of 8.1%.
Analysts rate Lamar Advertising Company a hold (0 buy, 5 hold, 0 sell out of 5) with an average price target of $161.50.
CONFIDENT Lamar delivered Q2 revenue +6.1% and EBITDA +7.3% (49.2% margin, company record), raising FY26 AFFO guidance to $8.75–$8.90/share (+7% vs 2025). Digital +15.4%, programmatic +50%, political tailwinds. Dividend raised to $1.65/quarter. Q2 2026 Southwest and Atlantic regions led with 7.7% and 6.5% growth respectively. All regions performed in mid-single-digit range. Analysts pressed monthly growth cadence and organic assumptions (Philippov); Reilly clarified June spike to 8%, full-year 'north of 5%' organic. Cahall asked whether AI/services surge and competitor valuations would constrain M&A—management noted discipline on fill-in vs. larger deals and different geographic profiles allow coexistence. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.47% |
| Vanguard Portfolio Management, LLC | 7.39% |
| Vanguard Capital Management, LLC | 3.87% |
| FMR Inc | 3.12% |
| Geode Capital Management, LLC | 2.76% |
| State Street Corp | 2.69% |
| Jupiter Topco LLC | 2.68% |
| Victory Capital Management Inc. | 2.31% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $624,468,000, up from $585,541,000 in the third quarter of 2025. • Nine-month 2026 revenue was $1, | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenue was $624.5 million, up 6.6% year over year. • Net income was $165.0 million, up 14.5%; diluted ear | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Lamar Media extended its accounts receivable securitization program maturity date to October 1, 2029. • The amendment was signed | 2026-10-06 |
| Company announcement · Q3 2026 LAMAR ADVERTISING COMPANY (LAMR) – 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared at $1.65 per share • Payment date: September 30, | 2026-09-01 |
| Quarterly report · Q2 2026 LAMAR ADVERTISING COMPANY – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Revenues: $616.7 million (up 6.5% from $579.3 million in Q2 2025) • | 2026-08-06 |
| Results announced · Q3 2026 LAMAR ADVERTISING COMPANY – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net revenues: $616.7 million (up 6.5% vs Q2 2025's $579.3 million) • | 2026-08-06 |
| Board / officer change · Q2 2026 LAMAR ADVERTISING COMPANY – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 14, 2026 • Shares Outstanding (as of March 16, 2026): 87,021,456 | 2026-05-19 |
| Company announcement · Q2 2026 LAMAR ADVERTISING COMPANY – 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared: $1.60 per share • Payment date: June 30, 2026 • Record | 2026-05-14 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.65 / share ex-date Sep 21, 2026 · pay Sep 30, 2026 | 2026-09-21 |
| Dividend | $1.60 / share ex-date Jun 16, 2026 · pay Jun 30, 2026 | 2026-06-16 |
| Dividend | $1.60 / share ex-date Mar 16, 2026 · pay Mar 31, 2026 | 2026-03-16 |
| Dividend | $1.80 / share ex-date Dec 22, 2025 · pay Dec 31, 2025 | 2025-12-22 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lamar Advertising Company — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.