Lamar Advertising Company (LAMR) AI Stock Analysis

Established in 1902 and headquartered in Baton Rouge, Louisiana, Lamar Advertising Company is a provider of outdoor advertising solutions across the United States and Canada. Its network comprises over 352,000 displays, encompassing billboard, interstate logo, transit, and airport advertising formats. The company also operates the largest digital billboard network in the United States, featuring approximately 3,800 displays that offer dynamic, targeted messaging capabilities. Lamar places displays in high-traffic locations and key markets, serving both local businesses and national brands across diverse geographic areas.

From FY2021 to FY2025, Lamar Advertising Company grew annual revenue from $1.79B to $2.27B, recording a 5-year revenue CAGR of 7.6%. Revenue growth moderated to 2.7% in FY2025 from 4.6% in FY2024 and 13.9% in FY2021. Gross margin dropped to 38.2% in FY2025 compared to 67.0% in FY2024. Despite this, operating margin improved to 30.8% in FY2025, and net income rose to $587.2M, yielding an EPS of $5.11. Over the trailing twelve months, revenue totaled $2.33B with an operating margin of 33.3%. In the latest quarter ending June 30, 2026, quarterly revenue grew 6.5% year-over-year while quarterly earnings expanded 3.9%.

As of June 30, 2026, Lamar Advertising Company held $68.0M in cash and short-term investments against total debt of $4.98B, resulting in net debt of $4.91B. Shareholders' equity was $995.5M alongside total assets of $7.00B. The company recorded a current ratio of 0.64 and a debt-to-equity ratio of 5.00. In FY2025, operating cash flow reached $864.0M and free cash flow was $736.0M. Capital expenditures used $128.0M, share buybacks totaled $157.9M, and dividends paid amounted to $656.2M.

Lamar Advertising Company has a market capitalization of $15.24B and an enterprise value of $19.65B. The stock trades at a trailing P/E of 27.4x and a forward P/E of 29.5x, compared to medians of 21.6x and 23.5x for its US-listed Real Estate peers. Its EV/EBITDA stands at 18.2x versus the peer median of 14.7x, and price-to-sales is 6.6x against the peer median of 3.7x. Over the past year, the stock returned 33.3%, outperforming the S&P 500 (SPY) return of 16.8%, but its 5-year return of 61.9% lagged the S&P 500 return of 83.0%.

Lamar pays a quarterly dividend with an annual forward dividend of $6.60, representing a dividend yield of 4.40%. The company has paid dividends for 13 consecutive years, delivering a 5-year annualized dividend growth rate of 20.9%. Its payout ratio stands at 107.5%, and the last ex-dividend date was September 21, 2026.

Wall Street coverage comprises 1 Strong Buy, 0 Buys, 5 Holds, and 0 Sells. The mean price target of $160.25 sits 6.8% above the last close of $150.10. For the fiscal year ending December 31, 2026, analysts estimate EPS of $6.06 on revenue of $2.40B. For the next fiscal year, 4 analysts project EPS of $6.28 and revenue of $2.49B. Over the last 4 quarters, the company beat EPS estimates 2 times. The next earnings date is November 5, 2026.

This page is an AI-written research summary of Lamar Advertising Company (LAMR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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