US · Real Estate · REIT - Specialty
EPS came in at 2.40 against a street estimate of 2.21 — a beat of 8.6%.
Analysts rate Lamar Advertising Company a hold (1 buy, 5 hold, 0 sell out of 6) with an average price target of $162.20.
CONFIDENT Lamar delivered Q2 revenue +6.1% and EBITDA +7.3% (49.2% margin, company record), raising FY26 AFFO guidance to $8.75–$8.90/share (+7% vs 2025). Digital +15.4%, programmatic +50%, political tailwinds. Dividend raised to $1.65/quarter. Q2 2026 Southwest and Atlantic regions led with 7.7% and 6.5% growth respectively. All regions performed in mid-single-digit range. Analysts pressed monthly growth cadence and organic assumptions (Philippov); Reilly clarified June spike to 8%, full-year 'north of 5%' organic. Cahall asked whether AI/services surge and competitor valuations would constrain M&A—management noted discipline on fill-in vs. larger deals and different geographic profiles allow coexistence. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.47% |
| Vanguard Portfolio Management, LLC | 7.39% |
| Vanguard Capital Management, LLC | 3.87% |
| FMR Inc | 3.12% |
| Geode Capital Management, LLC | 2.76% |
| HHG PLC | 2.72% |
| State Street Corp | 2.69% |
| Jupiter Topco LLC | 2.68% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • Lamar Media extended its accounts receivable securitization program maturity date to October 1, 2029. • The amendment was signed | 2026-10-06 |
| Company announcement · Q3 2026 LAMAR ADVERTISING COMPANY (LAMR) – 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared at $1.65 per share • Payment date: September 30, | 2026-09-01 |
| Quarterly report · Q2 2026 LAMAR ADVERTISING COMPANY – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Revenues: $616.7 million (up 6.5% from $579.3 million in Q2 2025) • | 2026-08-06 |
| Results announced · Q3 2026 LAMAR ADVERTISING COMPANY – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net revenues: $616.7 million (up 6.5% vs Q2 2025's $579.3 million) • | 2026-08-06 |
| Board / officer change · Q2 2026 LAMAR ADVERTISING COMPANY – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 14, 2026 • Shares Outstanding (as of March 16, 2026): 87,021,456 | 2026-05-19 |
| Company announcement · Q2 2026 LAMAR ADVERTISING COMPANY – 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared: $1.60 per share • Payment date: June 30, 2026 • Record | 2026-05-14 |
| Quarterly report · Q1 2026 LAMAR ADVERTISING COMPANY – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenues Q1 2026: $528.0 million (vs. $505.4 million Q1 2025) – up 4.5% • Ne | 2026-05-07 |
| Proxy statement · Q2 2026 LAMAR ADVERTISING COMPANY – PROXY STATEMENT SUMMARY --- CEO COMPENSATION & CHANGE • Sean E. Reilly (CEO) total compensation for 2025: Not stated in | 2026-04-02 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.65 / share ex-date Sep 21, 2026 · pay Sep 30, 2026 | 2026-09-21 |
| Dividend | $1.60 / share ex-date Jun 16, 2026 · pay Jun 30, 2026 | 2026-06-16 |
| Dividend | $1.60 / share ex-date Mar 16, 2026 · pay Mar 31, 2026 | 2026-03-16 |
| Dividend | $1.80 / share ex-date Dec 22, 2025 · pay Dec 31, 2025 | 2025-12-22 |
| Dividend | $1.55 / share ex-date Sep 19, 2025 · pay Sep 30, 2025 | 2025-09-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lamar Advertising Company — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.