LAMR
LAMAR ADVERTISING CO/NEW
$149.69
-1.14%
$15.2B
No data for this timeframe.
Vol
Market Cap$15.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders9 funds
Inst. Value$2.7B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$2.5M
SEC Reports4
Recent Activity
May 18, 2026
dark_pool
Dark Pool: LAMR — 0.9M shares, 26,626 trades
Week starting 2026-05-18. Total ATS volume: 939,630 shares across 26,626 trades.
May 14, 2026
SEC
Lamar Advertising declared a quarterly cash dividend of $1.60 per share, payable June 30, 2026, and guided to at least $
8-K — Impact 3/10
May 14, 2026
Insider
MUMBLOW STEPHEN P sold 678 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
Thompson Elizabeth Mary sold 542 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
Reilly Wendell sold 508 shares
Director @ $0.00 ($0.00)
May 7, 2026
SEC
Lamar Advertising reported Q1 2026 AFFO per share of $1.72, a 105% beat vs the $0.84 consensus estimate, driven by 4.5%
8-K — Impact 7/10
May 7, 2026
SEC
Lamar Advertising reported Q1 2026 AFFO per share of $1.72, beating consensus of $1.46 by 17.8%, while revenue rose 4.5%
PRESS-RELEASE — Impact 8/10
Inst.
NORGES BANK — NEW
827,182 shares ($104.7M)
Price Targets
$155.60
+3.4% upside
Hold
Current $150.54
Low $145.00
Median $153.00
High $170.00
5 analysts
$145.00
$170.00
Analyst Ratings
3Strong Buy
4Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 24, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.58 ▲ +2.5% | $1.58 — $1.58 | 7% YoY | 1 |
| Next Q | $1.65 ▲ +1.9% | $1.65 — $1.65 | 18% YoY | 1 |
| Current FY | $6.06 ▼ -0.8% | $6.01 — $6.10 | 19% YoY | 2 |
| Next FY | $6.39 ▲ +5.0% | $6.39 — $6.39 | 6% YoY | 1 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.5B | — |
| FMR LLC | $433.1M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $154.7M | NEW |
| BERKSHIRE HATHAWAY INC | $152.2M | NEW |
| MORGAN STANLEY | $150.7M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | MUMBLOW STEPHEN | A | $0.00 |
| May 14, 2026 | Thompson Elizabeth | A | $0.00 |
| May 14, 2026 | Reilly Wendell | A | $0.00 |
| May 14, 2026 | KOERNER JOHN | A | $0.00 |
| May 14, 2026 | REIFENHEISER THOMAS | A | $0.00 |
9 institutional holders with $2.7B total value (21,244,118 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11,916,902 | $1.5B | 56.1% | — |
| 2 | FMR LLC | 3,421,313 | $433.1M | 16.1% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,222,122 | $154.7M | 5.8% | NEW |
| 4 | BERKSHIRE HATHAWAY INC | 1,202,410 | $152.2M | 5.7% | NEW |
| 5 | MORGAN STANLEY | 1,190,570 | $150.7M | 5.6% | TRIM -26.1% |
| 6 | NORGES BANK | 827,182 | $104.7M | 3.9% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 798,916 | $101.1M | 3.8% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 423,701 | $53.6M | 2.0% | — |
| 9 | TWO SIGMA INVESTMENTS, LP | 241,002 | $30.5M | 1.1% | DOUBLED +630.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 827,182 | — | $104.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 33,011 | 241,002 | +630.1% | $30.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 11,761 | 33,011 | +180.7% | $4.0M | 2025-Q3 |
| NORGES BANK | EXIT | 957,813 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BERKSHIRE HATHAWAY INC | NEW | — | 1,169,507 | — | $141.9M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 1,527,786 | 1,129,298 | -26.1% | $137.1M | 2025-Q2 |
| NORGES BANK | NEW | — | 957,813 | — | $116.2M | 2025-Q2 |
| UBS Group AG | ADD | 283,269 | 429,767 | +51.7% | $52.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 4,109 | 11,761 | +186.2% | $1.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 58,512 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 151,828 | 245,226 | +61.5% | $27.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 4,109 | — | $467.5K | 2025-Q1 |
| NORGES BANK | EXIT | 470,308 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,528,418 | 1,913,238 | +25.2% | $232.9M | 2024-Q4 |
| NORGES BANK | TRIM | 860,950 | 470,308 | -45.4% | $57.3M | 2024-Q4 |
| UBS Group AG | ADD | 152,366 | 279,132 | +83.2% | $34.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 14,400 | 53,312 | +270.2% | $6.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,093,096 | — | $146.0M | 2024-Q3 |
12 unique insiders with 3 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | MUMBLOW STEPHEN P | Director | A | 678 | $0.00 | $0.00 |
| May 14, 2026 | Thompson Elizabeth Mary | Director | A | 542 | $0.00 | $0.00 |
| May 14, 2026 | Reilly Wendell | Director | A | 508 | $0.00 | $0.00 |
| May 14, 2026 | KOERNER JOHN E III | Director | A | 644 | $0.00 | $0.00 |
| May 14, 2026 | REIFENHEISER THOMAS V | Director | A | 542 | $0.00 | $0.00 |
| May 14, 2026 | Fletcher Nancy | Director | A | 644 | $0.00 | $0.00 |
| May 14, 2026 | Landrieu Mitchell | Director | A | 542 | $0.00 | $0.00 |
| May 14, 2026 | LOEB MARSHALL A | Director | A | 542 | $0.00 | $0.00 |
| May 11, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | SELL | 10,000 | $157.02 | $1.6M |
| Mar 23, 2026 | Reilly Ross Lamar | EVP, President, Outdoor Div | M | 9,000 | $65.82 | $592.4K |
| Mar 23, 2026 | Reilly Ross Lamar | EVP, President, Outdoor Div | SELL | 5,969 | $128.65 | $767.9K |
| Mar 23, 2026 | Reilly Ross Lamar | EVP, President, Outdoor Div | M | 9,000 | $65.82 | $592.4K |
| Mar 10, 2026 | REILLY SEAN E | Chief Executive Officer | A | 60,000 | $0.00 | $0.00 |
| Mar 10, 2026 | Reilly Ross Lamar | EVP, President, Outdoor Div | A | 24,000 | $0.00 | $0.00 |
| Mar 10, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | A | 33,600 | $0.00 | $0.00 |
| Mar 10, 2026 | REILLY KEVIN P JR | Executive Chairman | A | 26,400 | $0.00 | $0.00 |
| Mar 5, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | SELL | 1,260 | $137.56 | $173.3K |
| Mar 2, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | M | 1,260 | $0.00 | $0.00 |
| Mar 2, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | M | 1,260 | $0.00 | $0.00 |
| Mar 2, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | M | 1,260 | $0.00 | $0.00 |
| Feb 18, 2026 | Reilly Ross Lamar | EVP, President, Outdoor Div | A | 1,600 | $0.00 | $0.00 |
| Feb 18, 2026 | Reilly Ross Lamar | EVP, President, Outdoor Div | F | 444 | $133.73 | $59.4K |
| Feb 18, 2026 | REILLY SEAN E | Chief Executive Officer | D | 20,965 | $0.00 | $0.00 |
| Feb 18, 2026 | REILLY KEVIN P JR | Executive Chairman | D | 9,224 | $0.00 | $0.00 |
| Feb 18, 2026 | Johnson Jay LeCoryelle | CFO, Treasurer, EVP | D | 11,740 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.3/10.
NEUTRAL
8-K
3/10
Lamar Advertising declared a quarterly cash dividend of $1.60 per share, payable June 30, 2026, and
May 14, 2026
BULLISH
8-K
7/10
Lamar Advertising reported Q1 2026 AFFO per share of $1.72, a 105% beat vs the $0.84 consensus estim
May 7, 2026
BULLISH
PRESS-RELEASE
8/10
Lamar Advertising reported Q1 2026 AFFO per share of $1.72, beating consensus of $1.46 by 17.8%, whi
May 7, 2026
NEUTRAL
PRESS-RELEASE
3/10
Lamar Advertising Company announced a future earnings release date for Q1 2026, with no financial re
Apr 13, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (54% buy). Based on 13 analysts: 3 strong buy, 4 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$155.60 mean target
+3.4% upside
Hold (3.00)
$145.00 Low
$170.00 High
| Metric | Value |
|---|---|
| Current Price | $150.54 |
| Target Low | $145.00 |
| Target Mean | $155.60 |
| Target Median | $153.00 |
| Target High | $170.00 |
| # Analysts | 5 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.58 | $1.58 | $1.58 | 7.0% | +2.5% | 1↑ 1↓ | $0.6B | 4.7% | 1 |
| Next Q 2026-09-30 |
$1.65 | $1.65 | $1.65 | 18.1% | +1.9% | 1↑ 1↓ | $0.6B | 4.9% | 1 |
| Current FY 2026-12-31 |
$6.06 | $6.01 | $6.10 | 19.4% | -0.8% | 1↑ 0↓ | $2.4B | 4.9% | 2 |
| Next FY 2027-12-31 |
$6.39 | $6.39 | $6.39 | 5.5% | +5.0% | 2↑ 0↓ | $2.5B | 3.9% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.580 | |
| 7d ago | $1.542 | +0.038 |
| 30d ago | $1.542 | +0.038 |
| 60d ago | $1.542 | +0.038 |
| 90d ago | $1.607 | -0.027 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 24, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| May 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Apr 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Mar 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Feb 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Jan 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: LAMR — 0.9M shares, 26,626 trades
Week starting 2026-05-18. Total ATS volume: 939,630 shares across 26,626 trades.
May 14, 2026
dividend
Lamar Advertising Company Announces Cash Dividend on Common Stock
<p align="justify">BATON ROUGE, La., May 14, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR), a leading owner and operator of outd
May 11, 2026
dark_pool
Dark Pool: LAMR — 1.6M shares, 37,647 trades
Week starting 2026-05-11. Total ATS volume: 1,638,556 shares across 37,647 trades.
May 8, 2026
other
Lamar Advertising to appear at the J.P. Morgan 2026 Global Technology, Media and Communications Conference
<p align="justify">BATON ROUGE, La., May 08, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO
May 8, 2026
short_volume
Short Volume: LAMR — 65.6% short (0.4M / 0.6M)
Short: 400,104 | Exempt: 1,972 | TRF Vol: 609,546 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Lamar Advertising Company Announces First Quarter Ended March 31, 2026 Operating Results
<p align="center"><em>Three Month Results</em></p>
May 7, 2026
earnings_calendar
LAMR Q1 2026 Earnings Scheduled — 2026-05-07
May 5, 2026
short_interest
FTD: LAMR — 3,936 shares ($0.5M) failed to deliver
Settlement: 20260505, Price: $139.53, FTD Value: $549,190.08, LAMAR ADVERTISING CO CL-A COM
May 4, 2026
dark_pool
Dark Pool: LAMR — 1.7M shares, 35,401 trades
Week starting 2026-05-04. Total ATS volume: 1,689,136 shares across 35,401 trades.
Apr 27, 2026
dark_pool
Dark Pool: LAMR — 0.9M shares, 23,659 trades
Week starting 2026-04-27. Total ATS volume: 882,592 shares across 23,659 trades.
Apr 20, 2026
dark_pool
Dark Pool: LAMR — 0.8M shares, 20,678 trades
Week starting 2026-04-20. Total ATS volume: 825,163 shares across 20,678 trades.
Apr 13, 2026
earnings
Lamar Advertising Company to Release First Quarter Ended March 31, 2026 Operating Results
<p align="justify">BATON ROUGE, La., April 13, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) will release its first quarter ende
Apr 13, 2026
dark_pool
Dark Pool: LAMR — 0.7M shares, 21,277 trades
Week starting 2026-04-13. Total ATS volume: 683,076 shares across 21,277 trades.
Apr 6, 2026
dark_pool
Dark Pool: LAMR — 0.6M shares, 17,943 trades
Week starting 2026-04-06. Total ATS volume: 606,962 shares across 17,943 trades.
Mar 30, 2026
dark_pool
Dark Pool: LAMR — 0.9M shares, 22,110 trades
Week starting 2026-03-30. Total ATS volume: 904,085 shares across 22,110 trades.