Lamar Advertising (LAMR) Stock Insights
$15.75B
Market Cap
28.60
P/E
26.26
Forward P/E
43
Score
LAMR price $155.14 +0.12 +0.08%
Stocklytics score rationale: value 21, quality 59, growth 50.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 1500294000 | 1541260000 | 1627222000 | 1753644000 | 1568856000 | 1787401000 | 2032140000 | 2110987000 | 2207103000 | 2266214000 |
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…
LAMR fair value $103.03. Price $155.14. Price is 51% above fair value.
Above fair value, and more expensive than usual. A larger premium than on 79% 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 median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. 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.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-05 | — | 1.65 | — | 621.73M |
| 2026-08-06 | 1.58 | 1.58 | 616.75M | 606.61M |
| 2026-05-07 | 1.00 | 0.82 | 528.00M | 522.86M |
| 2026-02-20 | 1.51 | 1.58 | 595.93M | 592.67M |
| 2025-11-06 | 1.40 | 1.55 | 585.54M | 583.00M |
| 2025-08-08 | 1.52 | 1.44 | 579.31M | 580.79M |
| 2025-05-08 | 1.35 | 1.36 | 505.43M | 508.79M |
| 2025-02-20 | -0.01 | 1.47 | 579.57M | 583.12M |
| 2024-11-08 | 1.44 | 1.41 | 564.13M | 568.91M |
| 2024-08-08 | 1.34 | 1.36 | 565.25M | 564.96M |
| 2024-05-02 | 0.76 | 0.80 | 498.15M | 496.98M |
| 2024-02-23 | 1.46 | 1.35 | 555.91M | 547.61M |
| 2023-11-02 | 1.37 | 1.40 | 542.60M | 541.89M |
| 2023-08-03 | 1.28 | 1.40 | 541.14M | 535.00M |
| 2023-05-04 | 0.74 | 0.81 | 471.30M | 465.83M |
| 2023-02-24 | 0.65 | 1.69 | 535.51M | 542.00M |
| 2022-11-04 | 1.44 | 1.39 | 527.39M | 520.00M |
| 2022-08-03 | 1.32 | 1.27 | 517.85M | 490.00M |
| 2022-05-05 | 0.91 | 0.72 | 451.39M | 426.97M |
| 2022-02-25 | 1.21 | 1.18 | 494.57M | 473.13M |
| 2021-11-03 | 1.90 | 1.15 | 476.89M | 459.12M |
| 2021-08-05 | 1.75 | 1.77 | 445.05M | 445.05M |
| 2021-05-04 | 0.38 | 0.36 | 370.88M | 357.97M |
| 2021-02-26 | 1.08 | 0.78 | 428.52M | 395.56M |
| 2020-11-05 | 0.62 | 0.51 | 386.11M | 317.61M |
| 2020-08-06 | 0.31 | 0.39 | 347.65M | 426.15M |
| 2020-05-07 | 0.40 | 0.36 | 406.57M | 365.91M |
| 2020-02-20 | 1.02 | 1.12 | 462.66M | 498.95M |
| 2019-11-05 | 0.99 | 1.08 | 457.79M | 490.15M |
| 2019-08-07 | 1.16 | 1.13 | 448.74M | 429.73M |
| 2019-05-02 | 0.51 | 0.50 | 384.46M | 376.92M |
| 2019-02-20 | 0.97 | 1.41 | 427.90M | 405.61M |
| 2018-11-08 | 0.95 | 0.97 | 418.50M | 422.90M |
| 2018-08-08 | 1.02 | 0.96 | 419.80M | 395.11M |
| 2018-05-02 | 0.15 | 0.34 | 361.03M | 818.27M |
| 2018-02-27 | 0.89 | 0.84 | 398.48M | 380.39M |
| 2017-11-06 | 0.98 | 0.89 | 399.35M | 362.63M |
| 2017-08-08 | 0.94 | 1.39 | 397.08M | 371.75M |
| 2017-05-04 | 0.43 | 0.94 | 346.36M | 395.89M |
| 2017-02-22 | 0.83 | 0.85 | 386.72M | 396.25M |
Yield 4.29%. 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-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-21 | $1.65 | 2026-09-21 | 2026-09-30 | Quarterly |
| 2026-06-16 | $1.60 | 2026-06-16 | 2026-06-30 | Quarterly |
| 2026-03-16 | $1.60 | 2026-03-16 | 2026-03-31 | Semi-Annual |
| 2025-12-22 | $1.80 | 2025-12-22 | 2025-12-31 | Special |
| 2025-09-19 | $1.55 | 2025-09-19 | 2025-09-30 | Quarterly |
| 2025-06-16 | $1.55 | 2025-06-16 | 2025-06-30 | Quarterly |
| 2025-03-14 | $1.55 | 2025-03-14 | 2025-03-28 | Semi-Annual |
| 2024-12-18 | $1.65 | 2024-12-18 | 2024-12-30 | Special |
| 2024-09-18 | $1.40 | 2024-09-18 | 2024-09-30 | Quarterly |
| 2024-06-17 | $1.30 | 2024-06-17 | 2024-06-28 | Quarterly |
| 2024-03-14 | $1.30 | 2024-03-15 | 2024-03-28 | Quarterly |
| 2023-12-15 | $1.25 | 2023-12-18 | 2023-12-29 | Quarterly |
| 2023-09-15 | $1.25 | 2023-09-18 | 2023-09-29 | Quarterly |
| 2023-06-15 | $1.25 | 2023-06-19 | 2023-06-30 | Quarterly |
| 2023-03-16 | $1.25 | 2023-03-17 | 2023-03-31 | Quarterly |
| 2022-12-16 | $1.50 | 2022-12-19 | 2022-12-30 | Special |
| 2022-09-16 | $1.20 | 2022-09-19 | 2022-09-30 | Quarterly |
| 2022-06-16 | $1.20 | 2022-06-20 | 2022-06-30 | Quarterly |
| 2022-03-18 | $1.10 | 2022-03-21 | 2022-03-31 | Semi-Annual |
| 2021-12-17 | $1.50 | 2021-12-20 | 2021-12-30 | Special |
| 2021-09-17 | $1.00 | 2021-09-20 | 2021-09-30 | Quarterly |
| 2021-06-18 | $0.75 | 2021-06-21 | 2021-06-30 | Quarterly |
| 2021-03-19 | $0.75 | 2021-03-22 | 2021-03-31 | Quarterly |
| 2020-12-18 | $0.50 | 2020-12-21 | 2020-12-30 | Quarterly |
| 2020-09-18 | $0.50 | 2020-09-21 | 2020-09-30 | Quarterly |
| 2020-06-19 | $0.50 | 2020-06-22 | 2020-06-30 | Quarterly |
| 2020-03-13 | $1.00 | 2020-03-16 | 2020-03-31 | Quarterly |
| 2019-12-13 | $0.96 | 2019-12-16 | 2019-12-30 | Quarterly |
| 2019-09-13 | $0.96 | 2019-09-16 | 2019-09-30 | Quarterly |
| 2019-06-13 | $0.96 | 2019-06-14 | 2019-06-28 | Quarterly |
| 2019-03-14 | $0.96 | 2019-03-15 | 2019-03-29 | Quarterly |
| 2018-12-14 | $0.92 | 2018-12-17 | 2018-12-28 | Quarterly |
| 2018-09-13 | $0.91 | 2018-09-14 | 2018-09-28 | Quarterly |
| 2018-06-14 | $0.91 | 2018-06-15 | 2018-06-29 | Quarterly |
| 2018-03-16 | $0.91 | 2018-03-19 | 2018-03-29 | Quarterly |
| 2017-12-15 | $0.83 | 2017-12-18 | 2017-12-29 | Quarterly |
| 2017-09-14 | $0.83 | 2017-09-15 | 2017-09-29 | Quarterly |
| 2017-06-13 | $0.83 | 2017-06-15 | 2017-06-30 | Quarterly |
| 2017-03-13 | $0.83 | 2017-03-15 | 2017-03-31 | Quarterly |
| 2016-12-15 | $0.76 | 2016-12-19 | 2016-12-30 | Quarterly |
| 2016-09-14 | $0.76 | 2016-09-16 | 2016-09-30 | Quarterly |
| 2016-06-14 | $0.75 | 2016-06-16 | 2016-06-30 | Quarterly |
| 2016-03-14 | $0.75 | 2016-03-16 | 2016-03-31 | Quarterly |
| 2015-12-17 | $0.69 | 2015-12-21 | 2015-12-30 | Quarterly |
| 2015-09-14 | $0.69 | 2015-09-16 | 2015-09-30 | Quarterly |
| 2015-06-12 | $0.69 | 2015-06-16 | 2015-06-30 | Quarterly |
| 2015-03-13 | $0.68 | 2015-03-17 | 2015-03-31 | Quarterly |
| 2014-12-18 | $0.84 | 2014-12-22 | 2014-12-30 | Quarterly |
| 2014-09-18 | $0.83 | 2014-09-22 | 2014-09-30 | Quarterly |
| 2014-05-28 | $0.83 | 2014-06-01 | 2014-06-30 | Quarterly |
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-14 | REIFENHEISER THOMAS V | Sell | 8.10K | $149.03 | 1.21M |
| 2026-06-23 | REIFENHEISER THOMAS V | Sell | 328 | — | — |
| 2026-06-12 | REILLY ANNA | Buy | 485 | — | — |
| 2026-05-14 | Landrieu Mitchell | Buy | 542 | — | — |
| 2026-05-14 | REIFENHEISER THOMAS V | Buy | 542 | — | — |
| 2026-05-14 | Fletcher Nancy | Buy | 644 | — | — |
| 2026-05-14 | KOERNER JOHN E III | Buy | 644 | — | — |
| 2026-05-14 | Reilly Wendell | Buy | 508 | — | — |
| 2026-05-14 | Thompson Elizabeth Mary | Buy | 542 | — | — |
| 2026-05-14 | LOEB MARSHALL A | Buy | 542 | — | — |
| 2026-05-14 | MUMBLOW STEPHEN P | Buy | 678 | — | — |
| 2026-05-11 | Johnson Jay LeCoryelle | Sell | 10.00K | $157.02 | 1.57M |
| 2026-03-23 | Reilly Ross Lamar | Buy | 9.00K | $65.82 | 592.38K |
| 2026-03-23 | Reilly Ross Lamar | Sell | 5.97K | $128.65 | 767.91K |
| 2026-03-23 | Reilly Ross Lamar | Sell | 9.00K | $65.82 | 592.38K |
| 2026-03-10 | Reilly Ross Lamar | Buy | 24.00K | — | — |
| 2026-03-10 | Johnson Jay LeCoryelle | Buy | 33.60K | — | — |
| 2026-03-10 | REILLY SEAN E | Buy | 60.00K | — | — |
| 2026-03-10 | REILLY KEVIN P JR | Buy | 26.40K | — | — |
| 2026-03-05 | Johnson Jay LeCoryelle | Sell | 1.26K | $137.56 | 173.33K |
| 2026-03-02 | Johnson Jay LeCoryelle | Sell | 1.26K | — | — |
| 2026-03-02 | Johnson Jay LeCoryelle | Buy | 1.26K | — | — |
| 2026-03-02 | Johnson Jay LeCoryelle | Buy | 1.26K | — | — |
| 2026-03-02 | Johnson Jay LeCoryelle | Sell | 1.26K | — | — |
| 2026-02-18 | Reilly Ross Lamar | Buy | 1.60K | — | — |
| 2026-02-18 | Reilly Ross Lamar | Sell | 444 | $133.73 | 59.38K |
| 2026-02-18 | REILLY SEAN E | Sell | 20.96K | — | — |
| 2026-02-18 | REILLY KEVIN P JR | Sell | 9.22K | — | — |
| 2026-02-18 | Johnson Jay LeCoryelle | Sell | 11.74K | — | — |
| 2026-01-01 | Reilly Ross Lamar | Other | 0 | — | — |
| 2026-01-01 | Reilly Ross Lamar | Other | 0 | — | — |
| 2026-01-01 | Reilly Ross Lamar | Other | 0 | — | — |
| 2026-01-01 | Reilly Ross Lamar | Other | 9.00K | $65.82 | 592.38K |
| 2025-08-22 | Johnson Jay LeCoryelle | Sell | 8.12K | $123.00 | 998.78K |
| 2025-08-22 | Johnson Jay LeCoryelle | Sell | 6.70K | $124.44 | 833.75K |
| 2025-08-22 | Johnson Jay LeCoryelle | Sell | 7.18K | $125.59 | 901.74K |
| 2025-08-19 | Johnson Jay LeCoryelle | Buy | 22.00K | — | — |
| 2025-08-19 | Johnson Jay LeCoryelle | Buy | 22.00K | — | — |
| 2025-08-19 | Johnson Jay LeCoryelle | Sell | 22.00K | — | — |
| 2025-08-19 | Johnson Jay LeCoryelle | Sell | 22.00K | — | — |
| 2025-05-27 | Landrieu Mitchell | Buy | 650 | — | — |
| 2025-05-15 | Landrieu Mitchell | Other | 0 | — | — |
| 2025-05-15 | Fletcher Nancy | Buy | 684 | — | — |
| 2025-05-15 | Thompson Elizabeth Mary | Buy | 684 | — | — |
| 2025-05-15 | Reilly Wendell | Buy | 641 | — | — |
| 2025-05-15 | MUMBLOW STEPHEN P | Buy | 855 | — | — |
| 2025-05-15 | LOEB MARSHALL A | Buy | 684 | — | — |
| 2025-05-15 | KOERNER JOHN E III | Buy | 812 | — | — |
| 2025-05-15 | REILLY ANNA | Buy | 641 | — | — |
| 2025-03-11 | REILLY KEVIN P JR | Buy | 26.40K | — | — |
| 2025-03-11 | REILLY SEAN E | Buy | 60.00K | — | — |
| 2025-03-11 | Johnson Jay LeCoryelle | Buy | 33.60K | — | — |
| 2025-02-24 | Fletcher Nancy | Buy | 235 | $123.18 | 28.95K |
| 2024-12-20 | REILLY SEAN E | Sell | 48.51K | — | — |
| 2024-05-16 | REIFENHEISER THOMAS V | Buy | 812 | — | — |
| 2024-05-16 | Fletcher Nancy | Buy | 665 | — | — |
| 2024-05-16 | Thompson Elizabeth Mary | Buy | 665 | — | — |
| 2024-05-16 | KOERNER JOHN E III | Buy | 790 | — | — |
| 2024-05-16 | MUMBLOW STEPHEN P | Buy | 831 | — | — |
| 2024-05-16 | REIFENHEISER THOMAS V | Buy | 790 | — | — |
| 2024-05-16 | LOEB MARSHALL A | Buy | 665 | — | — |
| 2024-05-16 | Reilly Wendell | Buy | 623 | — | — |
| 2024-05-16 | REILLY ANNA | Buy | 623 | — | — |
| 2024-05-10 | KOERNER JOHN E III | Sell | 1.89K | $119.28 | 225.67K |
| 2024-05-10 | KOERNER JOHN E III | Sell | 15.11K | $120.15 | 1.82M |
| 2024-03-12 | Johnson Jay LeCoryelle | Buy | 33.60K | — | — |
| 2024-03-12 | REILLY SEAN E | Buy | 60.00K | — | — |
| 2024-03-12 | REILLY KEVIN P JR | Buy | 26.40K | — | — |
| 2024-03-07 | Johnson Jay LeCoryelle | Sell | 5.00K | $118.97 | 594.86K |
| 2024-02-21 | Johnson Jay LeCoryelle | Sell | 2.20K | — | — |
| 2024-02-21 | REILLY SEAN E | Sell | 22.00K | — | — |
| 2024-02-21 | REILLY KEVIN P JR | Sell | 11.00K | — | — |
| 2023-09-05 | Johnson Jay LeCoryelle | Sell | 5.00K | $89.50 | 447.50K |
| 2023-09-01 | Fletcher Nancy | Buy | 100 | $91.94 | 9.19K |
| 2023-05-10 | Reilly Wendell | Buy | 786 | — | — |
| 2023-05-10 | Fletcher Nancy | Buy | 838 | — | — |
| 2023-05-10 | REILLY ANNA | Buy | 786 | — | — |
| 2023-05-10 | LOEB MARSHALL A | Buy | 838 | — | — |
| 2023-05-10 | REIFENHEISER THOMAS V | Buy | 996 | — | — |
| 2023-05-10 | MUMBLOW STEPHEN P | Buy | 1.05K | — | — |
| 2023-05-10 | KOERNER JOHN E III | Buy | 996 | — | — |
| 2023-05-10 | Thompson Elizabeth Mary | Buy | 838 | — | — |
| 2023-03-20 | Johnson Jay LeCoryelle | Sell | 6.00K | $95.63 | 573.79K |
| 2023-03-01 | Johnson Jay LeCoryelle | Buy | 22.00K | — | — |
| 2023-02-28 | Fletcher Nancy | Buy | 200 | $105.23 | 21.05K |
| 2023-02-24 | REILLY SEAN E | Buy | 44.00K | — | — |
| 2023-02-24 | REILLY KEVIN P JR | Buy | 22.00K | — | — |
| 2022-11-28 | REIFENHEISER THOMAS V | Sell | 2.20K | $98.61 | 216.94K |
| 2022-11-25 | Reilly Wendell | Buy | 4.00K | $42.21 | 168.84K |
| 2022-11-25 | Reilly Wendell | Sell | 4.00K | $100.00 | 400.00K |
| 2022-11-25 | Reilly Wendell | Sell | 4.00K | — | — |
| 2022-11-16 | REIFENHEISER THOMAS V | Sell | 4.42K | $95.50 | 422.59K |
| 2022-11-16 | REIFENHEISER THOMAS V | Buy | 10.00K | $42.21 | 422.10K |
| 2022-11-16 | REIFENHEISER THOMAS V | Sell | 6.43K | $95.50 | 613.89K |
| 2022-11-16 | REIFENHEISER THOMAS V | Sell | 10.00K | — | — |
| 2022-11-15 | KOERNER JOHN E III | Buy | 10.00K | $42.21 | 422.10K |
| 2022-11-15 | KOERNER JOHN E III | Sell | 5.88K | $95.86 | 563.73K |
| 2022-11-15 | KOERNER JOHN E III | Sell | 10.00K | — | — |
| 2022-08-23 | REILLY KEVIN P JR | Buy | 100.00K | $42.21 | 4.22M |
| 2022-08-23 | REILLY KEVIN P JR | Sell | 100.00K | — | — |
Latest filed quarter: Q2 2026.
Institutions holding: 794, holders +88 vs prior quarter. Ownership 85.77%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 9.61M | -368.10K | -3.69% | 1.50B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.51M | 21.34K | +0.29% | 1.17B |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.93M | 29.58K | +0.76% | 612.64M |
| FMR LLC | 3.17M | -633.11K | -16.65% | 494.46M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.81M | 273.86K | +10.81% | 437.97M |
| STATE STREET CORP | 2.73M | 49.63K | +1.85% | 425.61M |
| JUPITER TOPCO LLC | 2.72M | 2.72M | New | 425.00M |
| VICTORY CAPITAL MANAGEMENT INC | 2.34M | -568.15K | -19.52% | 365.35M |
| BOSTON PARTNERS | 2.32M | 80.64K | +3.61% | 361.46M |
| WELLINGTON MANAGEMENT GROUP LLP | 2.13M | 27.10K | +1.29% | 331.57M |
| COHEN & STEERS, INC. | 2.11M | -298.11K | -12.37% | 329.43M |
| NORTHERN TRUST CORP | 1.54M | -21.50K | -1.38% | 239.68M |
| MORGAN STANLEY | 1.44M | 59.00K | +4.29% | 223.89M |
| AQR CAPITAL MANAGEMENT LLC | 1.43M | 189.24K | +15.20% | 222.01M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1.34M | 1.34M | New | 209.36M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.34M | 50.74K | +3.93% | 209.36M |
| HAMLIN CAPITAL MANAGEMENT, LLC | 1.34M | -40.45K | -2.93% | 209.05M |
| DIMENSIONAL FUND ADVISORS LP | 1.31M | 2.95K | +0.23% | 204.34M |
| EGERTON CAPITAL (UK) LLP | 1.09M | 1.88K | +0.17% | 170.11M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.06M | -185.95K | -14.91% | 165.49M |
| DAVENPORT & CO LLC | 1.01M | -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 INVESTORS | 903.02K | 0 | 0.00% | 140.85M |
| QUANTINNO CAPITAL MANAGEMENT LP | 873.59K | 196.39K | +29.00% | 136.26M |
| Period | Value |
|---|---|
| FY2024 | Other Operating Segment: 250927000.0 |
| FY2025 | Other Operating Segment: 252364000.0 |
| Period | Value |
|---|---|
| FY2025 | Non Us: 26253000.0 |
Insights · Dividends · Forecast · Financials · Learn
$15.75B
Market Cap
28.60
P/E
26.26
Forward P/E
43
Score