BATON ROUGE, La., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR), a leading owner and operator of outdoor advertising and logo sign displays, announces that its board of directors has declared a quarterly cash dividend of $1.60 per share payable on March 31, 2026 to stockholders of record of Lamar’s Class A common stock and Class B common stock on March 16, 2026. Subject to the approval of its board of directors, Lamar expects aggregate quarterly distributions to stockholders in ...

BATON ROUGE, La., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026 at approximately 6:20 p.m. EST. The session will be carried live via audio webcast at the Company’s website, www.lamar.com, and will be archived for 30 days. About Lamar Advertising CompanyFounded in 1 ...

Core Viewpoint - TD Cowen analyst Lance Vitanza has raised the price target for Lamar Advertising (LAMR) to $150 from $140 while maintaining a Buy rating on the shares, indicating positive growth expectations for the company [1] Financial Performance - Lamar Advertising closed 2025 with a +4% like-for-like revenue growth, excluding $11 million from political revenue a year prior, showcasing strong operational performance [1] - The company is expected to maintain momentum into 2026, with a robust event calendar potentially leading to +3% revenue growth [1] - The anticipated AFFO (Adjusted Funds From Operations) for 2026 is projected to be between $8.50 and $8.70 per share, reflecting a +4% increase at the midpoint [1]

Core Viewpoint - Lamar Advertising Company is a leading player in the outdoor advertising industry, particularly in billboard advertising across the United States, with a strong market presence and strategic initiatives that provide a competitive edge [1] Financial Performance - In the fourth quarter, Lamar reported a 3% increase in revenue and a 1.4% growth in Adjusted Funds From Operations (AFFO), driven by robust national and local advertising sales [3] - The company currently has a stable yield of 4.8%, making it an attractive investment option [3] Stock Performance and Market Position - As of February 23, 2026, Lamar's stock price is $133.98, reflecting a 0.87% increase, with a market capitalization of approximately $13.61 billion [5] - The stock has experienced fluctuations between $126.62 and $134.46, with a 52-week high of $136.69 and a low of $99.84 [5] Analyst Ratings and Future Outlook - Cowen & Co. upgraded Lamar Advertising to a "Buy" rating and raised the price target from $140 to $150, indicating confidence in the company's future growth and value appreciation [2][6] - The company's balance sheet is conservatively leveraged at 3.2 times, providing over $500 million in capacity for mergers and acquisitions, which supports strategic growth opportunities [4] Dividend Policy - Lamar plans to increase its dividend by approximately 3%, reflecting its commitment to rewarding shareholders with ongoing dividend growth [4]

Key Takeaways LAMR reported Q4 AFFO of $2.24, beating estimates and topping prior-year results.Lamar posted 2.8% Y/Y revenue growth, with local and national sales driving top-line gains.LAMR guided 2026 AFFO at $8.50-$8.70 per share.Lamar Advertising Company (LAMR) reported fourth-quarter 2025 adjusted funds from operations (AFFO) per share of $2.24, which outpaced the Zacks Consensus Estimate of $2.18. The figure also compared favorably with the prior-year quarter's tally of $2.21.Results reflect year-over ...

BATON ROUGE, La., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Citi 2026 Global Property CEO Conference on Monday, March 2, 2026 at approximately 7:30 am EST. The session will be carried live via audio webcast at the Company’s website, www.lamar.com, and will be archived for 30 days. About Lamar Advertising CompanyFounded in 1902, Lamar Adverti ...

BATON ROUGE, La., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Citi 2026 Global Property CEO Conference on Monday, March 2, 2026 at approximately 7:30 am EST. The session will be carried live via audio webcast at the Company’s website, www.lamar.com, and will be archived for 30 days. About Lamar Advertising CompanyFounded in 1902, Lamar Adverti ...

Core Viewpoint - Lamar Advertising Company (LAMR) has shown moderate performance over the past year with a gain of approximately 5%, but experienced a pullback after reporting mixed results, although the guidance was not as disappointing as it initially appeared [1] Financial Performance - The company reported mixed results in its latest earnings report, which led to a decline in share price on Friday [1] - Despite the mixed results, the guidance provided by the company did not miss expectations significantly [1]

Core Insights - Lamar Advertising Company reported an EPS of $1.50, which fell short of the estimated $2.18, but its revenue of approximately $596 million slightly exceeded the estimated $593 million [1][6] Financial Performance - The company reported quarterly funds from operations (FFO) of $2.24 per share, surpassing the Zacks Consensus Estimate of $2.18 per share, marking a 2.75% FFO surprise [2][6] - For the quarter ending December 2025, Lamar's revenues of $596 million represented a 2.5% increase from $579.57 million in the same period last year, despite falling short of the Zacks Consensus Estimate by 0.24% [3] - Over the past year, Lamar achieved net revenues of $2.27 billion, with a net income of $593.1 million and an adjusted EBITDA of $1.06 billion [3] Management Outlook - CEO Sean Reilly expressed optimism about the company's performance, citing strong sales momentum in both local and national markets, and projected a full-year diluted AFFO per share range between $8.50 and $8.70 [4][6] Valuation Metrics - Lamar has a price-to-earnings (P/E) ratio of approximately 22.91, a price-to-sales ratio of about 5.95, an enterprise value to sales ratio of around 5.92, and an enterprise value to operating cash flow ratio of approximately 15.52 [5]

Core Insights - The company experienced over 4% revenue growth on an acquisition-adjusted basis in Q4, with full-year acquisition-adjusted revenue increasing by 2.1% [1] - Local and regional sales, which account for 78% of billboard revenue, have grown for 19 consecutive quarters, providing stability against macroeconomic volatility [1] - National revenue growth of 3.3% was supported by a 19% increase in programmatic sales and a significant pharmaceutical campaign [1] - The midpoint of the company's full-year guidance suggests consolidated operating margins exceeding 47%, marking the highest in the company's history, driven by revenue growth and disciplined expense management [1] - The company is pursuing an aggressive digital strategy, planning to add 559 units in 2025 through internal deployments and strategic acquisitions [1] - Top-line gains are primarily attributed to rate increases rather than occupancy, as the portfolio is currently at peak average annual occupancy [1] - Strength in services and healthcare, which make up nearly 30% of the portfolio, has offset weaknesses in the telecom and beverage sectors [1]