Pensionfund PDN Acquires New Shares in Lamar Advertising Company $LAMR

Key Points

• Pensionfund PDN acquired a new position of 15,500 shares in Lamar Advertising (≈$1.96M) in Q4, making the stake about 1.3% of its portfolio and the stock its 23rd largest holding, while institutional investors now own 93.78% of the company.
• Lamar raised its quarterly dividend to $1.60 (annualized $6.40) for a yield of ~5.0%, though the dividend payout ratio is high at 110.92%.
• The company missed quarterly EPS expectations ($1.50 vs. $2.18 est.) while revenue slightly beat, issued FY2026 EPS guidance of 5.72–5.83, and carries an average analyst target of about $139.80 with a "Moderate Buy" consensus.

Pensionfund PDN acquired a new position in shares of Lamar Advertising Company (NASDAQ:LAMR - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 15,500 shares of the real estate investment trust's stock, valued at approximately $1,962,000. Lamar Advertising makes up about 1.3% of Pensionfund PDN's investment portfolio, making the stock its 23rd largest position.

Several other large investors have also added to or reduced their stakes in the stock. Nisa Investment Advisors LLC grew its stake in Lamar Advertising by 31.4% during the third quarter. Nisa Investment Advisors LLC now owns 45,951 shares of the real estate investment trust's stock valued at $5,625,000 after acquiring an additional 10,982 shares in the last quarter. Assetmark Inc. increased its holdings in Lamar Advertising by 31.3% during the 3rd quarter. Assetmark Inc. now owns 102,270 shares of the real estate investment trust's stock worth $12,520,000 after acquiring an additional 24,391 shares during the period. Gateway Investment Advisers LLC lifted its stake in Lamar Advertising by 89.4% in the 3rd quarter. Gateway Investment Advisers LLC now owns 74,254 shares of the real estate investment trust's stock worth $9,090,000 after purchasing an additional 35,048 shares in the last quarter. Creative Planning boosted its holdings in Lamar Advertising by 22.0% in the 2nd quarter. Creative Planning now owns 16,087 shares of the real estate investment trust's stock valued at $1,952,000 after purchasing an additional 2,905 shares during the period. Finally, Markel Group Inc. boosted its holdings in Lamar Advertising by 7.6% in the 3rd quarter. Markel Group Inc. now owns 170,000 shares of the real estate investment trust's stock valued at $20,811,000 after purchasing an additional 12,000 shares during the period. Institutional investors own 93.78% of the company's stock.

Lamar Advertising Price Performance

LAMR stock opened at $127.12 on Tuesday. The company has a debt-to-equity ratio of 3.10, a current ratio of 0.58 and a quick ratio of 0.58. Lamar Advertising Company has a one year low of $99.84 and a one year high of $139.76. The stock has a market cap of $12.88 billion, a PE ratio of 22.03 and a beta of 1.21. The firm has a 50 day simple moving average of $132.25 and a two-hundred day simple moving average of $127.84.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) last posted its quarterly earnings data on Friday, February 20th. The real estate investment trust reported $1.50 earnings per share 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 company had revenue of $595.93 million for the quarter, compared to analysts' expectations of $592.70 million. Lamar Advertising has set its FY 2026 guidance at 5.720-5.830 EPS. On average, analysts predict that Lamar Advertising Company will post 7.92 EPS for the current fiscal year.

Lamar Advertising Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be given a dividend of $1.60 per share. The ex-dividend date is Monday, March 16th. This is a positive change from Lamar Advertising's previous quarterly dividend of $1.55. This represents a $6.40 dividend on an annualized basis and a yield of 5.0%. Lamar Advertising's dividend payout ratio (DPR) is 110.92%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on LAMR. Wells Fargo & Company upped their price target on shares of Lamar Advertising from $121.00 to $136.00 and gave the stock an "equal weight" rating in a report on Tuesday, February 24th. UBS Group set a $150.00 price objective on Lamar Advertising in a research note on Monday, February 23rd. Weiss Ratings upgraded Lamar Advertising from a "hold (c+)" rating to a "buy (b)" rating in a research report on Monday, February 23rd. TD Cowen restated a "buy" rating on shares of Lamar Advertising in a research note on Monday, February 23rd. Finally, Morgan Stanley set a $140.00 price target on Lamar Advertising in a report on Tuesday, December 16th. Three investment 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, Lamar Advertising presently has an average rating of "Moderate Buy" and an average target price of $139.80.

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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