Lamar Advertising (NASDAQ:LAMR) Stock Passes Above Two Hundred Day Moving Average - Should You Sell?

Key Points

• LAMR stock passed above its 200-day moving average, trading as high as $135.62 and last at $134.68 versus the 200‑day MA of $127.59, suggesting a technical breakout.
• The latest quarter missed on EPS ($1.50 vs. $2.18 expected) while revenue was roughly in line; Lamar gave FY2026 EPS guidance of 5.720–5.830 and analysts' consensus is a "Moderate Buy" with an average price target of $139.80.
• Lamar raised its quarterly dividend to $1.60 (annualized $6.40) for a 4.8% yield, but the payout ratio is high at 107.45% and the company carries significant leverage (debt/equity 3.10).

Lamar Advertising Company (NASDAQ:LAMR - Get Free Report)'s share price passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $127.59 and traded as high as $135.62. Lamar Advertising shares last traded at $134.68, with a volume of 440,207 shares changing hands.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on LAMR shares. Morgan Stanley set a $140.00 price target on shares of Lamar Advertising in a research note on Tuesday, December 16th. Citigroup lifted their price objective on shares of Lamar Advertising from $135.00 to $145.00 and gave the company a "buy" rating in a research note on Thursday, November 13th. Wells Fargo & Company increased their target price on shares of Lamar Advertising from $121.00 to $136.00 and gave the stock an "equal weight" rating in a research note on Tuesday, February 24th. Weiss Ratings raised Lamar Advertising from a "hold (c+)" rating to a "buy (b)" rating in a report on Monday, February 23rd. Finally, UBS Group set a $150.00 price target on Lamar Advertising in a research report on Monday, February 23rd. Three investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Lamar Advertising currently has a consensus rating of "Moderate Buy" and an average price target of $139.80.

Lamar Advertising Trading Down 0.8%

The company has a debt-to-equity ratio of 3.10, a quick ratio of 0.58 and a current ratio of 0.58. The stock has a market capitalization of $13.65 billion, a PE ratio of 23.34 and a beta of 1.21. The business's 50-day moving average is $131.66 and its two-hundred day moving average is $127.59.

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 EPS for the quarter, missing analysts' consensus estimates of $2.18 by ($0.68). Lamar Advertising had a return on equity of 58.58% and a net margin of 25.91%.The firm 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. As a group, equities research analysts anticipate that Lamar Advertising Company will post 7.92 earnings per share for the current year.

Lamar Advertising Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 16th will be given a $1.60 dividend. The ex-dividend date is Monday, March 16th. This is an increase from Lamar Advertising's previous quarterly dividend of $1.55. This represents a $6.40 dividend on an annualized basis and a yield of 4.8%. Lamar Advertising's payout ratio is 107.45%.

Hedge Funds Weigh In On Lamar Advertising

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC acquired a new stake in shares of Lamar Advertising in the 2nd quarter valued at approximately $510,000. Bank of Montreal Can boosted its stake in shares of Lamar Advertising by 20.3% in the second quarter. Bank of Montreal Can now owns 20,644 shares of the real estate investment trust's stock valued at $2,505,000 after buying an additional 3,482 shares in the last quarter. Wedbush Securities Inc. boosted its stake in shares of Lamar Advertising by 21.6% in the second quarter. Wedbush Securities Inc. now owns 2,262 shares of the real estate investment trust's stock valued at $275,000 after buying an additional 402 shares in the last quarter. Prospera Financial Services Inc acquired a new position in Lamar Advertising during the second quarter worth $235,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Lamar Advertising by 3.3% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 63,211 shares of the real estate investment trust's stock worth $7,671,000 after acquiring an additional 1,998 shares during the period. Institutional investors and hedge funds own 93.78% 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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