Integrated Wealth Concepts LLC Grows Holdings in Lamar Advertising Company $LAMR

Key Points

• Integrated Wealth Concepts increased its Lamar Advertising stake by 222.5% in the second quarter, bringing its holdings to 17,780 shares valued at approximately $2.77 million. Institutional investors and hedge funds collectively own 93.78% of the stock.
• Lamar reported quarterly revenue of $616.75 million, exceeding analyst expectations, while EPS of $1.58 matched estimates. The company issued fiscal 2026 EPS guidance of $5.95–$5.99.
• The quarterly dividend rose to $1.65 per share, or $6.60 annually, implying a 4.4% yield. Analysts maintain a consensus “Hold” rating with an average price target of $160.17.

Integrated Wealth Concepts LLC boosted its stake in Lamar Advertising Company (NASDAQ:LAMR - Free Report) by 222.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,780 shares of the real estate investment trust's stock after acquiring an additional 12,267 shares during the period. Integrated Wealth Concepts LLC's holdings in Lamar Advertising were worth $2,773,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Tucker Asset Management LLC bought a new position in Lamar Advertising during the 4th quarter valued at $25,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Lamar Advertising in the 3rd quarter worth about $33,000. Parkside Financial Bank & Trust raised its stake in shares of Lamar Advertising by 53.8% in the 2nd quarter. Parkside Financial Bank & Trust now owns 243 shares of the real estate investment trust's stock valued at $38,000 after purchasing an additional 85 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of Lamar Advertising in the 3rd quarter valued at about $39,000. Finally, Larson Financial Group LLC raised its stake in shares of Lamar Advertising by 48.1% in the 4th quarter. Larson Financial Group LLC now owns 317 shares of the real estate investment trust's stock valued at $40,000 after purchasing an additional 103 shares in the last quarter. 93.78% of the stock is owned by institutional investors and hedge funds.

Lamar Advertising Price Performance

Shares of LAMR opened at $149.08 on Monday. Lamar Advertising Company has a 12 month low of $114.45 and a 12 month high of $166.33. The company has a debt-to-equity ratio of 3.29, a current ratio of 0.63 and a quick ratio of 0.63. The stock has a fifty day moving average price of $155.74 and a 200 day moving average price of $146.58. The company has a market cap of $15.14 billion, a P/E ratio of 27.20 and a beta of 1.17.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) last posted its earnings results on Thursday, August 6th. The real estate investment trust reported $1.58 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $1.58. Lamar Advertising had a return on equity of 54.94% and a net margin of 23.90%.The company had revenue of $616.75 million for the quarter, compared to analysts' expectations of $606.61 million. Lamar Advertising has set its FY 2026 guidance at 5.950-5.990 EPS. On average, research analysts forecast that Lamar Advertising Company will post 8.43 earnings per share for the current year.

Lamar Advertising Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, September 21st will be given a $1.65 dividend. The ex-dividend date is Monday, September 21st. This represents a $6.60 annualized dividend and a yield of 4.4%. This is a boost from Lamar Advertising's previous quarterly dividend of $1.60. Lamar Advertising's payout ratio is 116.79%.

Analysts Set New Price Targets

A number of research firms recently commented on LAMR. Weiss Ratings reiterated a "buy (b)" rating on shares of Lamar Advertising in a research note on Wednesday, August 19th. Morgan Stanley set a $170.00 target price on shares of Lamar Advertising in a report on Friday, August 7th. JPMorgan Chase & Co. raised their price target on shares of Lamar Advertising from $153.00 to $160.00 and gave the stock a "neutral" rating in a research report on Friday, August 7th. Citigroup lowered shares of Lamar Advertising from a "buy" rating to a "neutral" rating and lifted their price target for the company from $145.00 to $160.00 in a report on Friday, July 10th. Finally, Wells Fargo & Company increased their price objective on shares of Lamar Advertising from $150.00 to $151.00 and gave the stock an "equal weight" rating in a research note on Wednesday, August 12th. Two research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $160.17.

Lamar Advertising Company Profile

Lamar Advertising Company is an outdoor advertising company that provides businesses and organizations with advertising displays across the United States. Its offerings include traditional and digital billboards, as well as advertising displays on buses, benches, shelters and other transit-related assets.

The company also provides advertising opportunities at airports and other specialty locations. Its digital display network enables advertisers to deliver changing messages and campaigns, while its traditional billboard inventory supports longer-term brand awareness and local advertising initiatives.

Founded in 1902, Lamar Advertising has grown from a regional sign and billboard business into one of North America's major out-of-home advertising providers.

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