Caprock Group LLC Has $2.11 Million Stock Holdings in Lamar Advertising Company $LAMR

Key Points

• Caprock Group LLC increased its stake in Lamar Advertising by 107.7% in Q4 to 16,644 shares, worth about $2.11 million after adding 8,630 shares.
• Lamar missed Q4 EPS expectations ($1.50 vs. $2.18 estimate) on revenue of $595.9 million but issued FY2026 guidance of $5.72–$5.83 EPS.
• The company raised its quarterly dividend to $1.60 ($6.40 annual, 4.8% yield) despite a high payout ratio (110.92%), and analysts hold a consensus “Moderate Buy” with an average target of $139.80.

Caprock Group LLC grew its holdings in Lamar Advertising Company (NASDAQ:LAMR - Free Report) by 107.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,644 shares of the real estate investment trust's stock after purchasing an additional 8,630 shares during the period. Caprock Group LLC's holdings in Lamar Advertising were worth $2,107,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Quent Capital LLC acquired a new stake in Lamar Advertising in the 3rd quarter valued at $26,000. Alpine Bank Wealth Management acquired a new position in shares of Lamar Advertising during the 3rd quarter worth about $27,000. Sound Income Strategies LLC grew its holdings in shares of Lamar Advertising by 151.0% in the 4th quarter. Sound Income Strategies LLC now owns 251 shares of the real estate investment trust's stock valued at $33,000 after acquiring an additional 151 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Lamar Advertising in the 3rd quarter valued at about $33,000. Finally, Beacon Financial Strategies CORP acquired a new stake in shares of Lamar Advertising in the fourth quarter valued at about $35,000. Institutional investors and hedge funds own 93.78% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on LAMR shares. Weiss Ratings upgraded Lamar Advertising from a "hold (c+)" rating to a "buy (b)" rating in a research note on Monday, February 23rd. Wells Fargo & Company raised their target price on shares of Lamar Advertising from $121.00 to $136.00 and gave the company an "equal weight" rating in a research note on Tuesday, February 24th. UBS Group set a $150.00 target price on shares of Lamar Advertising in a report on Monday, February 23rd. Finally, TD Cowen reaffirmed a "buy" rating on shares of Lamar Advertising in a research report on Monday, February 23rd. Three equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $139.80.

Lamar Advertising Stock Up 0.8%

LAMR opened at $134.35 on Friday. Lamar Advertising Company has a 1-year low of $110.78 and a 1-year high of $139.76. The stock's fifty day simple moving average is $132.34 and its 200 day simple moving average is $128.77. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 3.10. The stock has a market cap of $13.61 billion, a PE ratio of 23.28 and a beta of 1.20.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) last announced its quarterly earnings results on Friday, February 20th. The real estate investment trust reported $1.50 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.18 by ($0.68). Lamar Advertising had a net margin of 25.91% and a return on equity of 58.58%. The business had revenue of $595.93 million for the quarter, compared to analyst estimates of $592.70 million. Lamar Advertising has set its FY 2026 guidance at 5.720-5.830 EPS. As a group, research analysts expect that Lamar Advertising Company will post 8.23 earnings per share for the current year.

Lamar Advertising Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 16th were paid a dividend of $1.60 per share. The ex-dividend date was Monday, March 16th. This represents a $6.40 dividend on an annualized basis and a dividend yield of 4.8%. This is a boost from Lamar Advertising's previous quarterly dividend of $1.55. Lamar Advertising's dividend payout ratio is 110.92%.

Insider Activity at Lamar Advertising

In related news, EVP Ross Lamar Reilly sold 5,969 shares of Lamar Advertising stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $128.65, for a total transaction of $767,911.85. Following the completion of the sale, the executive vice president owned 15,850 shares of the company's stock, valued at approximately $2,039,102.50. The trade was a 27.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 15.24% of the company's stock.

Lamar Advertising Profile

Lamar Advertising Company NASDAQ: LAMR is one of North America's largest outdoor advertising firms, specializing in out-of-home media solutions. Since its founding in 1902, the company has grown through a combination of organic expansion and strategic acquisitions to offer a broad portfolio of advertising products. Its core business centers on billboard advertising, encompassing traditional static billboards and a rapidly expanding network of digital displays. These assets enable advertisers to reach consumers with high-impact messaging along highways, in urban centers, and at high-traffic intersections.

In addition to highway billboards, Lamar offers a variety of supplemental out-of-home formats, including transit advertising on buses and shelters, and logo signage at travel plazas and gas stations.

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