Lamar Advertising (LAMR) Financials: Revenue & Earnings

LAMR price $154.65 -0.38 -0.24%

Ticker
LAMR
Price
$154.65
Change
-0.38 -0.24%
Market cap ?
$15.70B
P/E ?
28.60
Forward P/E ?
26.18
Dividend yield ?
4.24%
Beta ?
1.23
Sector
Real Estate
Industry
REIT - Specialty
Stocklytics score
43
Value
21
Quality
59
Growth
50

Stocklytics score rationale: value 21, quality 59, growth 50.

Financials

2016201720182019202020212022202320242025
1500294000154126000016272220001753644000156885600017874010002032140000211098700022071030002266214000

Established in 1902, Lamar Advertising (Nasdaq: LAMR) operates as a major force in the North American outdoor advertising landscape, boasting a portfolio of over 352,000 displays across the United States and Canada. Lamar furnishes advertisers with an extensive array of formats, encompassing traditional billboards, interstate logo displays, transit advertising, and airport placements. This diverse offering assists…

Fair value

LAMR fair value $91.99. Price $154.65. Price is 68% above fair value.

Above fair value, and more expensive than usual. A larger premium than on 80% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 754.36M. Growth 5.80%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.06% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 101.55M. Net debt 6.12B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Model uncertainty high for this stock

Compare LAMR

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-05—1.65—621.73M
2026-08-061.581.58616.75M606.61M
2026-05-071.000.82528.00M522.86M
2026-02-201.511.58595.93M592.67M
2025-11-061.401.55585.54M583.00M
2025-08-081.521.44579.31M580.79M
2025-05-081.351.36505.43M508.79M
2025-02-20-0.011.47579.57M583.12M
2024-11-081.441.41564.13M568.91M
2024-08-081.341.36565.25M564.96M
2024-05-020.760.80498.15M496.98M
2024-02-231.461.35555.91M547.61M
2023-11-021.371.40542.60M541.89M
2023-08-031.281.40541.14M535.00M
2023-05-040.740.81471.30M465.83M
2023-02-240.651.69535.51M542.00M
2022-11-041.441.39527.39M520.00M
2022-08-031.321.27517.85M490.00M
2022-05-050.910.72451.39M426.97M
2022-02-251.211.18494.57M473.13M
2021-11-031.901.15476.89M459.12M
2021-08-051.751.77445.05M445.05M
2021-05-040.380.36370.88M357.97M
2021-02-261.080.78428.52M395.56M
2020-11-050.620.51386.11M317.61M
2020-08-060.310.39347.65M426.15M
2020-05-070.400.36406.57M365.91M
2020-02-201.021.12462.66M498.95M
2019-11-050.991.08457.79M490.15M
2019-08-071.161.13448.74M429.73M
2019-05-020.510.50384.46M376.92M
2019-02-200.971.41427.90M405.61M
2018-11-080.950.97418.50M422.90M
2018-08-081.020.96419.80M395.11M
2018-05-020.150.34361.03M818.27M
2018-02-270.890.84398.48M380.39M
2017-11-060.980.89399.35M362.63M
2017-08-080.941.39397.08M371.75M
2017-05-040.430.94346.36M395.89M
2017-02-220.830.85386.72M396.25M

Dividends

Yield 4.30%. Payout ratio 119.68%. Frequency Quarterly.

Safety score 60/100 · Moderate. Payout ratio is 120% of earnings, above what earnings cover. Dividends use most of free cash flow. Dividends were paid in 13 separate years. Yield is 4.3%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-09-21$1.652026-09-212026-09-30Quarterly
2026-06-16$1.602026-06-162026-06-30Quarterly
2026-03-16$1.602026-03-162026-03-31Semi-Annual
2025-12-22$1.802025-12-222025-12-31Special
2025-09-19$1.552025-09-192025-09-30Quarterly
2025-06-16$1.552025-06-162025-06-30Quarterly
2025-03-14$1.552025-03-142025-03-28Semi-Annual
2024-12-18$1.652024-12-182024-12-30Special
2024-09-18$1.402024-09-182024-09-30Quarterly
2024-06-17$1.302024-06-172024-06-28Quarterly
2024-03-14$1.302024-03-152024-03-28Quarterly
2023-12-15$1.252023-12-182023-12-29Quarterly
2023-09-15$1.252023-09-182023-09-29Quarterly
2023-06-15$1.252023-06-192023-06-30Quarterly
2023-03-16$1.252023-03-172023-03-31Quarterly
2022-12-16$1.502022-12-192022-12-30Special
2022-09-16$1.202022-09-192022-09-30Quarterly
2022-06-16$1.202022-06-202022-06-30Quarterly
2022-03-18$1.102022-03-212022-03-31Semi-Annual
2021-12-17$1.502021-12-202021-12-30Special
2021-09-17$1.002021-09-202021-09-30Quarterly
2021-06-18$0.752021-06-212021-06-30Quarterly
2021-03-19$0.752021-03-222021-03-31Quarterly
2020-12-18$0.502020-12-212020-12-30Quarterly
2020-09-18$0.502020-09-212020-09-30Quarterly
2020-06-19$0.502020-06-222020-06-30Quarterly
2020-03-13$1.002020-03-162020-03-31Quarterly
2019-12-13$0.962019-12-162019-12-30Quarterly
2019-09-13$0.962019-09-162019-09-30Quarterly
2019-06-13$0.962019-06-142019-06-28Quarterly
2019-03-14$0.962019-03-152019-03-29Quarterly
2018-12-14$0.922018-12-172018-12-28Quarterly
2018-09-13$0.912018-09-142018-09-28Quarterly
2018-06-14$0.912018-06-152018-06-29Quarterly
2018-03-16$0.912018-03-192018-03-29Quarterly
2017-12-15$0.832017-12-182017-12-29Quarterly
2017-09-14$0.832017-09-152017-09-29Quarterly
2017-06-13$0.832017-06-152017-06-30Quarterly
2017-03-13$0.832017-03-152017-03-31Quarterly
2016-12-15$0.762016-12-192016-12-30Quarterly
2016-09-14$0.762016-09-162016-09-30Quarterly
2016-06-14$0.752016-06-162016-06-30Quarterly
2016-03-14$0.752016-03-162016-03-31Quarterly
2015-12-17$0.692015-12-212015-12-30Quarterly
2015-09-14$0.692015-09-162015-09-30Quarterly
2015-06-12$0.692015-06-162015-06-30Quarterly
2015-03-13$0.682015-03-172015-03-31Quarterly
2014-12-18$0.842014-12-222014-12-30Quarterly
2014-09-18$0.832014-09-222014-09-30Quarterly
2014-05-28$0.832014-06-012014-06-30Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-14REIFENHEISER THOMAS VSell8.10K$149.031.21M
2026-06-23REIFENHEISER THOMAS VSell328——
2026-06-12REILLY ANNABuy485——
2026-05-14Landrieu MitchellBuy542——
2026-05-14REIFENHEISER THOMAS VBuy542——
2026-05-14Fletcher NancyBuy644——
2026-05-14KOERNER JOHN E IIIBuy644——
2026-05-14Reilly WendellBuy508——
2026-05-14Thompson Elizabeth MaryBuy542——
2026-05-14LOEB MARSHALL ABuy542——
2026-05-14MUMBLOW STEPHEN PBuy678——
2026-05-11Johnson Jay LeCoryelleSell10.00K$157.021.57M
2026-03-23Reilly Ross LamarBuy9.00K$65.82592.38K
2026-03-23Reilly Ross LamarSell5.97K$128.65767.91K
2026-03-23Reilly Ross LamarSell9.00K$65.82592.38K
2026-03-10Reilly Ross LamarBuy24.00K——
2026-03-10Johnson Jay LeCoryelleBuy33.60K——
2026-03-10REILLY SEAN EBuy60.00K——
2026-03-10REILLY KEVIN P JRBuy26.40K——
2026-03-05Johnson Jay LeCoryelleSell1.26K$137.56173.33K
2026-03-02Johnson Jay LeCoryelleSell1.26K——
2026-03-02Johnson Jay LeCoryelleBuy1.26K——
2026-03-02Johnson Jay LeCoryelleBuy1.26K——
2026-03-02Johnson Jay LeCoryelleSell1.26K——
2026-02-18Reilly Ross LamarBuy1.60K——
2026-02-18Reilly Ross LamarSell444$133.7359.38K
2026-02-18REILLY SEAN ESell20.96K——
2026-02-18REILLY KEVIN P JRSell9.22K——
2026-02-18Johnson Jay LeCoryelleSell11.74K——
2026-01-01Reilly Ross LamarOther0——
2026-01-01Reilly Ross LamarOther0——
2026-01-01Reilly Ross LamarOther0——
2026-01-01Reilly Ross LamarOther9.00K$65.82592.38K
2025-08-22Johnson Jay LeCoryelleSell8.12K$123.00998.78K
2025-08-22Johnson Jay LeCoryelleSell6.70K$124.44833.75K
2025-08-22Johnson Jay LeCoryelleSell7.18K$125.59901.74K
2025-08-19Johnson Jay LeCoryelleBuy22.00K——
2025-08-19Johnson Jay LeCoryelleBuy22.00K——
2025-08-19Johnson Jay LeCoryelleSell22.00K——
2025-08-19Johnson Jay LeCoryelleSell22.00K——
2025-05-27Landrieu MitchellBuy650——
2025-05-15Landrieu MitchellOther0——
2025-05-15Fletcher NancyBuy684——
2025-05-15Thompson Elizabeth MaryBuy684——
2025-05-15Reilly WendellBuy641——
2025-05-15MUMBLOW STEPHEN PBuy855——
2025-05-15LOEB MARSHALL ABuy684——
2025-05-15KOERNER JOHN E IIIBuy812——
2025-05-15REILLY ANNABuy641——
2025-03-11REILLY KEVIN P JRBuy26.40K——
2025-03-11REILLY SEAN EBuy60.00K——
2025-03-11Johnson Jay LeCoryelleBuy33.60K——
2025-02-24Fletcher NancyBuy235$123.1828.95K
2024-12-20REILLY SEAN ESell48.51K——
2024-05-16REIFENHEISER THOMAS VBuy812——
2024-05-16Fletcher NancyBuy665——
2024-05-16Thompson Elizabeth MaryBuy665——
2024-05-16KOERNER JOHN E IIIBuy790——
2024-05-16MUMBLOW STEPHEN PBuy831——
2024-05-16REIFENHEISER THOMAS VBuy790——
2024-05-16LOEB MARSHALL ABuy665——
2024-05-16Reilly WendellBuy623——
2024-05-16REILLY ANNABuy623——
2024-05-10KOERNER JOHN E IIISell1.89K$119.28225.67K
2024-05-10KOERNER JOHN E IIISell15.11K$120.151.82M
2024-03-12Johnson Jay LeCoryelleBuy33.60K——
2024-03-12REILLY SEAN EBuy60.00K——
2024-03-12REILLY KEVIN P JRBuy26.40K——
2024-03-07Johnson Jay LeCoryelleSell5.00K$118.97594.86K
2024-02-21Johnson Jay LeCoryelleSell2.20K——
2024-02-21REILLY SEAN ESell22.00K——
2024-02-21REILLY KEVIN P JRSell11.00K——
2023-09-05Johnson Jay LeCoryelleSell5.00K$89.50447.50K
2023-09-01Fletcher NancyBuy100$91.949.19K
2023-05-10Reilly WendellBuy786——
2023-05-10Fletcher NancyBuy838——
2023-05-10REILLY ANNABuy786——
2023-05-10LOEB MARSHALL ABuy838——
2023-05-10REIFENHEISER THOMAS VBuy996——
2023-05-10MUMBLOW STEPHEN PBuy1.05K——
2023-05-10KOERNER JOHN E IIIBuy996——
2023-05-10Thompson Elizabeth MaryBuy838——
2023-03-20Johnson Jay LeCoryelleSell6.00K$95.63573.79K
2023-03-01Johnson Jay LeCoryelleBuy22.00K——
2023-02-28Fletcher NancyBuy200$105.2321.05K
2023-02-24REILLY SEAN EBuy44.00K——
2023-02-24REILLY KEVIN P JRBuy22.00K——
2022-11-28REIFENHEISER THOMAS VSell2.20K$98.61216.94K
2022-11-25Reilly WendellBuy4.00K$42.21168.84K
2022-11-25Reilly WendellSell4.00K$100.00400.00K
2022-11-25Reilly WendellSell4.00K——
2022-11-16REIFENHEISER THOMAS VSell4.42K$95.50422.59K
2022-11-16REIFENHEISER THOMAS VBuy10.00K$42.21422.10K
2022-11-16REIFENHEISER THOMAS VSell6.43K$95.50613.89K
2022-11-16REIFENHEISER THOMAS VSell10.00K——
2022-11-15KOERNER JOHN E IIIBuy10.00K$42.21422.10K
2022-11-15KOERNER JOHN E IIISell5.88K$95.86563.73K
2022-11-15KOERNER JOHN E IIISell10.00K——
2022-08-23REILLY KEVIN P JRBuy100.00K$42.214.22M
2022-08-23REILLY KEVIN P JRSell100.00K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 794, holders +88 vs prior quarter. Ownership 85.77%.

HolderSharesChangeChange %Value
BLACKROCK, INC.9.61M-368.10K-3.69%1.50B
VANGUARD PORTFOLIO MANAGEMENT LLC7.51M21.34K+0.29%1.17B
VANGUARD CAPITAL MANAGEMENT LLC3.93M29.58K+0.76%612.64M
FMR LLC3.17M-633.11K-16.65%494.46M
GEODE CAPITAL MANAGEMENT, LLC2.81M273.86K+10.81%437.97M
STATE STREET CORP2.73M49.63K+1.85%425.61M
JUPITER TOPCO LLC2.72M2.72MNew425.00M
VICTORY CAPITAL MANAGEMENT INC2.34M-568.15K-19.52%365.35M
BOSTON PARTNERS2.32M80.64K+3.61%361.46M
WELLINGTON MANAGEMENT GROUP LLP2.13M27.10K+1.29%331.57M
COHEN & STEERS, INC.2.11M-298.11K-12.37%329.43M
NORTHERN TRUST CORP1.54M-21.50K-1.38%239.68M
MORGAN STANLEY1.44M59.00K+4.29%223.89M
AQR CAPITAL MANAGEMENT LLC1.43M189.24K+15.20%222.01M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.34M1.34MNew209.36M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.34M50.74K+3.93%209.36M
HAMLIN CAPITAL MANAGEMENT, LLC1.34M-40.45K-2.93%209.05M
DIMENSIONAL FUND ADVISORS LP1.31M2.95K+0.23%204.34M
EGERTON CAPITAL (UK) LLP1.09M1.88K+0.17%170.11M
PRICE T ROWE ASSOCIATES INC /MD/1.06M-185.95K-14.91%165.49M
DAVENPORT & CO LLC1.01M-71.03K-6.56%158.01M
DAIWA SECURITIES GROUP INC.947.21K-219.72K-18.83%147.75M
INVESCO LTD.936.80K-140.06K-13.01%146.12M
CAPITAL WORLD INVESTORS903.02K00.00%140.85M
QUANTINNO CAPITAL MANAGEMENT LP873.59K196.39K+29.00%136.26M

Earnings and financials

Lamar Advertising Company (LAMR) trades at $154.65, with a market cap of $15.70B and a trailing P/E of 28.60. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
1500294000154126000016272220001753644000156885600017874010002032140000211098700022071030002266214000

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Lamar Advertising (LAMR) Financials: Revenue & Earnings

LAMR$154.65-0.38 -0.24%

$15.70B

Market Cap

28.60

P/E

26.18

Forward P/E

43

Score

Price History