Pensionfund Sabic Acquires Shares of 8,100 Lamar Advertising Company $LAMR

Key Points

• Pensionfund Sabic acquired 8,100 shares (~$1.03M) of Lamar Advertising in Q4, and institutional investors now own 93.78% of the company's stock.
• Analysts carry a consensus “Moderate Buy” with a target price of $139.80, and several firms recently raised targets (e.g., UBS $150, Morgan Stanley $140, Wells Fargo $136).
• Lamar missed Q4 EPS ($1.50 vs. $2.18 expected) but set FY2026 guidance of 5.72–5.83 EPS and raised the quarterly dividend to $1.60 (a 5.1% yield) despite a payout ratio of 110.92%.

Pensionfund Sabic acquired a new stake in shares of Lamar Advertising Company (NASDAQ:LAMR - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,100 shares of the real estate investment trust's stock, valued at approximately $1,025,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in LAMR. Quent Capital LLC purchased a new position in shares of Lamar Advertising in the third quarter worth $26,000. Alpine Bank Wealth Management purchased a new stake in Lamar Advertising during the 3rd quarter valued at $27,000. Caitong International Asset Management Co. Ltd bought a new stake in Lamar Advertising in the 3rd quarter worth $33,000. Loomis Sayles & Co. L P bought a new stake in Lamar Advertising in the 2nd quarter worth $34,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Lamar Advertising in the third quarter valued at about $39,000. Institutional investors own 93.78% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on LAMR shares. Wells Fargo & Company upped their price objective 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. TD Cowen restated a "buy" rating on shares of Lamar Advertising in a report on Monday, February 23rd. Morgan Stanley set a $140.00 price target on Lamar Advertising in a research report on Tuesday, December 16th. UBS Group set a $150.00 price objective on Lamar Advertising in a report on Monday, February 23rd. Finally, Weiss Ratings upgraded Lamar Advertising from a "hold (c+)" rating to a "buy (b)" rating in a research report on Monday, February 23rd. Three research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $139.80.

Lamar Advertising Stock Down 0.8%

Shares of NASDAQ LAMR opened at $126.47 on Thursday. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 3.10. Lamar Advertising Company has a 12 month low of $99.84 and a 12 month high of $139.76. The firm has a market capitalization of $12.82 billion, a PE ratio of 21.92 and a beta of 1.21. The firm has a fifty day simple moving average of $132.12 and a two-hundred day simple moving average of $127.82.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) last announced its earnings results on Friday, February 20th. The real estate investment trust reported $1.50 earnings per share for the quarter, missing analysts' consensus estimates 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 the consensus estimate of $592.70 million. Lamar Advertising has set its FY 2026 guidance at 5.720-5.830 EPS. Equities analysts expect that Lamar Advertising Company will post 7.92 earnings per share for the current year.

Lamar Advertising Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be issued a $1.60 dividend. This represents a $6.40 annualized dividend and a yield of 5.1%. This is a boost from Lamar Advertising's previous quarterly dividend of $1.55. The ex-dividend date is Monday, March 16th. Lamar Advertising's dividend payout ratio (DPR) is 110.92%.

Insiders Place Their Bets

In other Lamar Advertising news, EVP Ross Lamar Reilly sold 5,969 shares of the company's stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $128.65, for a total transaction of $767,911.85. Following the transaction, the executive vice president owned 15,850 shares in the company, valued at approximately $2,039,102.50. This represents a 27.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 14.99% of the company's stock.

Lamar Advertising Company 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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