Lamar Advertising (NASDAQ:LAMR) Updates FY 2026 Earnings Guidance

Key Points

• Lamar Advertising issued FY 2026 EPS guidance of $5.95–$5.99, well below the analyst consensus estimate of $8.41. The company provided no revenue guidance.
• Analysts maintain a generally cautious view, with two Buy ratings and three Hold ratings, producing a consensus rating of Hold and an average price target of $154.67.
• Lamar’s shares rose to $161.36, while the company reported quarterly EPS in line with estimates at $1.58 and revenue of $616.75 million, above the $606.61 million consensus. It also paid a $1.60 quarterly dividend, representing a 4.0% yield.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.950-5.990 for the period, compared to the consensus EPS estimate of 8.410. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on LAMR shares. Morgan Stanley set a $145.00 price target on Lamar Advertising in a report on Thursday, May 7th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Lamar Advertising in a report on Friday, May 22nd. JPMorgan Chase & Co. restated a "neutral" rating and set a $153.00 price objective on shares of Lamar Advertising in a research report on Wednesday, July 22nd. Wells Fargo & Company upped their target price on Lamar Advertising from $136.00 to $150.00 and gave the company an "equal weight" rating in a research report on Friday, May 8th. Finally, Citigroup lowered Lamar Advertising from a "buy" rating to a "neutral" rating and increased their target price for the stock from $145.00 to $160.00 in a research note on Friday, July 10th. Two equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, Lamar Advertising currently has an average rating of "Hold" and a consensus price target of $154.67.

Lamar Advertising Price Performance

Shares of NASDAQ LAMR traded up $3.18 during mid-day trading on Thursday, hitting $161.36. 72,521 shares of the stock traded hands, compared to its average volume of 598,698. The company has a market cap of $16.37 billion, a PE ratio of 29.81 and a beta of 1.19. Lamar Advertising has a twelve month low of $113.66 and a twelve month high of $166.33. The company has a debt-to-equity ratio of 3.33, a current ratio of 0.58 and a quick ratio of 0.58. The firm has a 50 day simple moving average of $155.93 and a two-hundred day simple moving average of $142.50.

Lamar Advertising (NASDAQ:LAMR - Get Free Report) last posted its earnings results on Thursday, August 6th. The real estate investment trust reported $1.58 EPS for the quarter, meeting the consensus estimate of $1.58. The firm had revenue of $616.75 million during the quarter, compared to the consensus estimate of $606.61 million. Lamar Advertising had a return on equity of 55.53% and a net margin of 24.01%.Lamar Advertising has set its FY 2026 guidance at 5.950-5.990 EPS. As a group, equities research analysts forecast that Lamar Advertising will post 8.41 EPS for the current fiscal year.

Lamar Advertising Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 16th were given a dividend of $1.60 per share. This represents a $6.40 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend was Tuesday, June 16th. Lamar Advertising's dividend payout ratio is currently 118.08%.

Institutional Investors Weigh In On Lamar Advertising

A number of large investors have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Lamar Advertising in the third quarter worth approximately $33,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Lamar Advertising in the 3rd quarter worth approximately $39,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Lamar Advertising in the fourth quarter valued at approximately $41,000. Los Angeles Capital Management LLC bought a new position in shares of Lamar Advertising in the fourth quarter valued at approximately $49,000. Finally, Kelleher Financial Advisors bought a new position in Lamar Advertising during the third quarter valued at about $66,000. 93.78% of the stock is currently owned by institutional investors and hedge funds.

About Lamar Advertising

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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