Lamar Advertising Company (NASDAQ:LAMR) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• "Moderate Buy" consensus from six analysts (three buy, three hold) with an average 12‑month target of $139.80, versus the stock trading around $133.
• The company reported a quarterly EPS of $1.50 (missed the $2.18 estimate) with revenue of $595.9M, set FY2026 guidance of 5.720–5.830 EPS while analysts average ~7.92 EPS, and carries a high leverage with a debt‑to‑equity ratio of 3.10.
• Lamar raised its quarterly dividend to $1.60 (annualized $6.40, yield 4.8%) but has a payout ratio of 110.92%; meanwhile an EVP sold shares recently, reducing their stake by 27.36%.

Lamar Advertising Company (NASDAQ:LAMR - Get Free Report) has received a consensus rating of "Moderate Buy" from the six ratings firms that are presently covering the stock, MarketBeat.com reports. Three research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $139.80.

Several research firms have weighed in on LAMR. Morgan Stanley set a $140.00 price target on Lamar Advertising in a research report on Tuesday, December 16th. TD Cowen reissued a "buy" rating on shares of Lamar Advertising in a research note on Monday, February 23rd. UBS Group set a $150.00 target price on shares of Lamar Advertising in a report on Monday, February 23rd. Weiss Ratings raised shares of Lamar Advertising from a "hold (c+)" rating to a "buy (b)" rating in a research report on Monday, February 23rd. Finally, Wells Fargo & Company increased their price target 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.

Lamar Advertising Stock Down 0.4%

Shares of LAMR stock opened at $132.92 on Tuesday. The firm's fifty day moving average price is $131.80 and its two-hundred day moving average price is $128.08. 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 has a 1 year low of $105.78 and a 1 year high of $139.76. The firm has a market capitalization of $13.47 billion, a P/E ratio of 23.04 and a beta of 1.20.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) last announced 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 during 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. On average, equities analysts predict that Lamar Advertising will post 7.92 EPS for the current fiscal year.

Lamar Advertising Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 16th were paid a $1.60 dividend. This is an increase from Lamar Advertising's previous quarterly dividend of $1.55. The ex-dividend date was Monday, March 16th. This represents a $6.40 annualized dividend and a yield of 4.8%. 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 business'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 of the company's stock, valued at $2,039,102.50. The trade was a 27.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 15.24% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Tucker Asset Management LLC bought a new stake in Lamar Advertising in the 4th quarter valued at $25,000. Quent Capital LLC bought a new position in Lamar Advertising during the third quarter worth $26,000. Alpine Bank Wealth Management bought a new position in Lamar Advertising during the third quarter worth $27,000. Sound Income Strategies LLC increased its holdings in shares of Lamar Advertising by 151.0% in the fourth quarter. Sound Income Strategies LLC now owns 251 shares of the real estate investment trust's stock valued at $33,000 after purchasing an additional 151 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of Lamar Advertising in the third quarter valued at about $33,000. 93.78% of the stock is currently owned by institutional investors.

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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