Lamar Advertising (LAMR) details 2025 pay, Reilly control and 2026 proxy votes
Lamar Advertising Company has announced its 2026 annual meeting on May 14, 2026, where shareholders will vote on electing ten directors, ratifying KPMG LLP as auditor, an advisory say-on-pay vote for 2025 executive compensation, and amendments to its 1996 Equity Incentive Plan and 2019 Employee Stock Purchase Plan. The company's voting power is primarily controlled by the Reilly family through Class B shares, which carry ten votes each. CEO Sean E. Reilly's 2025 total compensation was $8.46 million, and executive bonuses and equity awards are linked to pro forma net revenue and EBITDA growth.
[SCHEDULE 13G/A] LAMAR ADVERTISING CO/NEW Amended Passive Investment Disclosure
The Vanguard Group filed an amended Schedule 13G, reporting zero beneficial ownership of Lamar Advertising Co common stock following an internal realignment effective January 12, 2026. This amendment states that beneficial ownership is now 0% due to subsidiaries reporting separately, in accordance with SEC Release No. 34-39538.
Lamar Advertising EVP Reilly sells $767k in shares
Lamar Advertising Co.'s EVP, Ross Lamar Reilly, sold 5,969 shares of Class A Common Stock for $767,911 to cover tax obligations and option exercise costs. Simultaneously, Reilly exercised options to acquire 9,000 shares. The company recently reported its Q4 2025 financial results, with a slight EPS miss but revenue exceeding expectations, and declared a quarterly cash dividend.
Lamar Advertising EVP Reilly sells $767k in shares
Reilly Ross Lamar, Executive Vice President at Lamar Advertising Co, sold 5,969 shares of Class A Common Stock for over $767,000 to cover tax obligations, while also exercising options to acquire 9,000 shares. The company recently reported its Q4 2025 financial results, showing a slight EPS miss but exceeding revenue expectations, and declared a quarterly cash dividend of $1.60 per share. TD Cowen also raised its price target for Lamar Advertising to $150, maintaining a Buy rating.
Lamar Advertising (LAMR) EVP exercises 9,000 options, sells shares for taxes
Ross Lamar Reilly, EVP of Lamar Advertising (LAMR), exercised stock options for 9,000 shares of Class A Common Stock at $65.82 per share. Subsequently, he sold 5,969 shares at $128.65 each to cover tax obligations and the exercise price. After these transactions, Reilly directly holds 15,850 shares, indicating the sales were primarily for tax and cost coverage rather than a discretionary divestment.
Lamar Advertising (Nasdaq:LAMR) - Stock Analysis
This Simply Wall St report provides a detailed stock analysis of Lamar Advertising (LAMR), highlighting its fundamentals, valuation, and recent performance. The company is trading below its estimated fair value, with predicted earnings growth and strong past performance in revenue and dividends, despite high debt levels. The analysis also covers its digital billboard expansion, UPREIT structure benefits, and recent news including dividend announcements and earnings reports.
Lamar (LAMR) EVP awarded 24,000 LTIP units tied to 2026 goals
Lamar Advertising Company executive Ross Lamar Reilly was granted 24,000 LTIP Units, which are performance-based and tied to the company's financial goals for 2026. These units represent the maximum possible award, contingent on achieving 120% of targets, continued employment, and Compensation Committee discretion. Vesting is expected after the certification of 2026 financial results in February 2027, at which point they can convert to common partnership units redeemable for cash or Class A common stock.
Lamar Advertising (LAMR) CEO awarded 60,000 performance LTIP units
Lamar Advertising Company's CEO, Sean E. Reilly, was granted 60,000 performance-based LTIP Units, which can convert into Class A common stock after certain conditions are met. This award is subject to the company's financial performance in 2026 and Reilly's continued employment, with vesting expected in February 2027. Following this grant, Reilly holds LTIP Units tied to a total of 165,035 underlying Class A common shares.
Lamar Advertising (LAMR) awards 26,400 LTIP units to chair
Lamar Advertising Company (LAMR) Executive Chairman Kevin P. Reilly Jr. was granted 26,400 LTIP Units on March 10, 2026, as equity compensation. These units may convert into Class A common shares after vesting, which is conditional upon Lamar achieving specific 2026 financial performance goals, continued employment, and Compensation Committee discretion. This grant represents the maximum payout, bringing his total LTIP Units tied to underlying Class A shares to 76,576.
Lamar Advertising CFO sells $173k in shares
Lamar Advertising Company's CFO, Treasurer, and EVP, Jay LeCoryelle Johnson, sold 1,260 shares of Class A Common Stock for over $173,000. This sale occurred while the stock was near its 52-week high, despite InvestingPro suggesting it's overvalued. The company recently reported Q4 2025 financial results with a slight EPS miss but exceeded revenue expectations, and TD Cowen raised its price target to $150 with a Buy rating.
Lamar Advertising CFO sells $173k in shares
Lamar Advertising Co's CFO, Treasurer, and EVP, Jay LeCoryelle Johnson, sold 1,260 shares worth $173,325 on March 5, 2026, bringing his direct holding to 10,000 shares. This transaction occurred while the stock traded near its 52-week high. The sale follows recent financial announcements including a Q4 2025 EPS miss but revenue beat, a declared quarterly dividend, and a raised price target from TD Cowen.
Lamar Advertising CFO sells $173k in shares
Lamar Advertising's CFO, Jay LeCoryelle Johnson, sold 1,260 shares of Class A Common Stock for over $173,000. This transaction occurred while the stock was trading near its 52-week high, and shortly after the company announced its Q4 2025 financial results, which showed a revenue beat despite an EPS miss. Lamar also declared a quarterly dividend and received a raised price target from TD Cowen.
Lamar Advertising CFO sells $173k in shares By Investing.com
Lamar Advertising Company's CFO, Jay LeCoryelle Johnson, sold 1,260 shares of Class A Common Stock for $173,325. This sale occurred while the stock traded near its 52-week high. The company recently reported Q4 2025 financial results, with EPS slightly missing but revenue surpassing expectations, and declared a quarterly dividend.
LAMR - Lamar Advertising Co Latest Stock News & Market Updates
This page provides comprehensive news and analysis for Lamar Advertising Co (LAMR), an outdoor advertising REIT. It covers the company's financial performance, dividend declarations, financing activities, and corporate actions, including details on its operating results, asset acquisitions, and leadership changes. The resource compiles important updates and SEC filings for investors interested in LAMR stock.
CFO-linked LLC converts Lamar (LAMR) incentive units into Class A shares
Lamar Advertising's CFO, Treasurer, and EVP, Jay LeCoryelle Johnson, reported indirect equity changes via an entity called Westview Capital Partners, LLC. This LLC converted 1,260 LTIP Units into Common Units, which were then redeemed for an equal number of Lamar's Class A Common Stock shares at no stated price. The filing also updated indirect LTIP Unit holdings through other associated entities and disclosed Johnson's direct ownership of 10,000 Class A Common Stock shares.
Lamar Advertising Co. Hits New 52-Week High at $139.45
Lamar Advertising Co. has achieved a new 52-week high of $139.45, demonstrating strong performance in the realty sector with an 18.46% one-year growth. The company boasts a significant market capitalization of $13,689 million, a P/E ratio of 28.00, and a dividend yield of 4.29%. Financial metrics highlight robust operational strength with notable pre-tax and net profit growth.
LAMR SEC Filings - Lamar Advertising Co 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Lamar Advertising Co (LAMR) SEC filings, including 10-K, 10-Q, and 8-K forms, detailing financial conditions, operating performance, and corporate actions. It highlights how Lamar reports material events like dividend declarations and acquisitions, and explains non-GAAP performance measures used by the company. The platform also offers AI-powered tools to summarize complex sections and extract key information from these regulatory documents for investors.
Lamar Advertising Company Announces Cash Dividend on Common Stock & Extension of Stock and Debt Repurchase Programs
Lamar Advertising Company (LAMR) has declared a quarterly cash dividend of $1.60 per share, payable on March 31, 2026, to stockholders of record on March 16, 2026, expecting total 2026 distributions of at least $6.40 per common share. The company also announced the extension of its stock repurchase program for an additional $250 million of Class A common stock and a debt repurchase program for up to $250 million of senior notes and other indebtedness, both extended through September 30, 2027. These programs allow for open market or privately negotiated transactions, with timing and amount determined by management based on market conditions.
Lamar Advertising Company Announces Cash Dividend on Common Stock & Extension of Stock and Debt Repurchase Programs
Lamar Advertising Company announced a quarterly cash dividend of $1.60 per share for its common stock, payable on March 31, 2026. The company's board of directors also approved the extension of its existing stock and debt repurchase programs, each for up to $250 million, through September 30, 2027. These programs allow flexibility for the company to repurchase its Class A common stock and outstanding senior notes or other indebtedness.
Lamar Advertising Co. Experiences Revision in Its Stock Evaluation Amid Strong Financial Metrics
Lamar Advertising Co. has reported strong financial results for the quarter ending December 2025, including a significant pre-tax profit of USD 156.58 million and a high return on capital employed of 57.04%. Despite a low debtors turnover ratio, the company demonstrated resilience in market performance, outperforming the S&P 500 over shorter periods. This financial trend adjustment reflects the company's robust performance metrics.
Dividend and $500M repurchase capacity at Lamar (NASDAQ: LAMR)
Lamar Advertising Company (NASDAQ: LAMR) has declared a quarterly cash dividend of $1.60 per share, payable on March 31, 2026, and anticipates total 2026 distributions of at least $6.40 per share. The company also extended its stock and debt repurchase programs through September 30, 2027, with $250 million remaining for stock buybacks and $250 million authorized for debt repurchases. These actions highlight Lamar's commitment to shareholder returns and financial flexibility.
Lamar Advertising declares $1.60 quarterly dividend; extends $250M stock and $250M debt buyback programs
Lamar Advertising has declared a quarterly cash dividend of $1.60 per share, payable on March 31, 2026, to shareholders of record on March 16, 2026. The company also extended its stock repurchase program for $250 million and authorized a debt repurchase program for up to $250 million, both running through September 30, 2027. Aggregate quarterly distributions for 2026 are expected to total at least $6.40 per common share.
Lamar targets at least $6.40 a share in 2026, extends $500M buybacks
Lamar Advertising Company (Nasdaq: LAMR) has declared a quarterly cash dividend of $1.60 per share, with total 2026 distributions expected to reach at least $6.40 per share. The company also extended its stock repurchase program by $250 million and authorized a $250 million debt repurchase program, both through September 30, 2027. This move emphasizes shareholder returns, aligning with historical patterns that have seen a positive market response to similar announcements.
Lamar Advertising declares $1.60 dividend, extends buybacks
Lamar Advertising Company (NASDAQ:LAMR) has announced a quarterly cash dividend of $1.60 per share, payable on March 31, 2026, and extended two share repurchase programs through September 30, 2027. The company expects total quarterly distributions in 2026 to be at least $6.40 per common share. Despite trading near its 52-week high and delivering a 16% return over the past year, InvestingPro analysis indicates the stock is currently overvalued relative to its fair value.
Lamar Advertising Company Announces Cash Dividend on Common Stock & Extension of Stock and Debt Repurchase Programs
Lamar Advertising Company (Nasdaq: LAMR) announced a quarterly cash dividend of $1.60 per share, payable on March 31, 2026, and expects total distributions of at least $6.40 per share in 2026. The company also extended its stock and debt repurchase programs, each for up to an additional $250 million, through September 30, 2027. These programs allow for repurchases on the open market or in privately negotiated transactions.
Lamar Advertising Co. Experiences Revision in Its Stock Evaluation Amid Market Dynamics
Lamar Advertising Co. has adjusted its stock valuation, now priced at $132.03, and has seen a 7.95% return over the past year, underperforming the S&P 500. Despite this, the realty sector company demonstrates strong profitability with a P/E ratio of 28, a dividend yield of 4.88%, and impressive ROCE and ROE figures. Its valuation metrics are competitive within the realty sector compared to peers.
Lamar Advertising Company Announces Fourth Quarter and Year Ended December 31, 2025 Operating Results
Lamar Advertising Company (Nasdaq: LAMR) reported its operating results for the fourth quarter and full year ended December 31, 2025. The company saw net revenues of $595.9 million and net income of $154.7 million for Q4 2025, and $2.27 billion in net revenues and $593.1 million in net income for the full year 2025. CEO Sean Reilly noted encouraging sales momentum and promising pacings for 2026, anticipating diluted AFFO per share to be between $8.50 and $8.70.
Lamar Advertising Company Announces Fourth Quarter and Year Ended December 31, 2025 Operating Results
Lamar Advertising Company (Nasdaq: LAMR) reported its operating results for the fourth quarter and full year ended December 31, 2025. The company achieved net revenues of $595.9 million and net income of $154.7 million for Q4 2025, with full-year net revenues reaching $2.27 billion and net income at $593.1 million. Lamar anticipates diluted AFFO per share for fiscal year 2026 to be between $8.50 and $8.70, reflecting continued positive sales momentum.
Lamar Advertising Q4 Earnings Report: What Investors Need to Know
Lamar Advertising (NASDAQ: LAMR) reported its Q4 earnings on Friday, February 20, 2026, missing estimated earnings per share (EPS) by 16.2% at $1.50 against an estimate of $1.79, though revenue was up from the prior year. The company provided guidance for FY 2026, expecting EPS between $5.72 and $5.83. This report also details past earnings performance and the impact of guidance on stock prices.
Lamar Advertising (LAMR) Flat FFO Tests Bullish Narrative On Earnings Quality
Lamar Advertising (LAMR) completed FY 2025 with strong revenue and EPS growth, and an increased net margin, despite relatively flat Funds From Operations (FFO) of approximately US$827 million. This mixed performance, alongside softer guidance and contract losses, has led to a debate between bullish and bearish narratives regarding the quality and sustainability of its earnings. While high net margins and earnings growth support the bullish view, concerns about FFO consistency, debt levels, and dividend stability are key points for bears.
What's Next: Lamar Advertising's Earnings Preview
Lamar Advertising (NASDAQ: LAMR) is scheduled to release its quarterly earnings report on Friday, February 20, 2026. Analysts predict an EPS of $1.79. Investors are keen on Lamar Advertising not only meeting estimates but also providing positive guidance for the upcoming quarter, as market reactions are often driven by future outlook.
Lamar Advertising issues strong profit outlook for 2026
This article provides a strong profit outlook for Lamar Advertising (LAMR) for the year 2026. Further details on this outlook would be available within the article's content.
Lamar Advertising Company Reports Strong Q4 and Full-Year 2025 Financial Results with Increased Revenues and Net Income
Lamar Advertising Company announced strong financial results for Q4 and full-year 2025, with net revenues rising 2.8% to $595.9 million in Q4 and net income reaching $154.7 million, a significant improvement from a net loss in the previous year. For the full year, net income increased by 63.4% to $593.1 million, partly due to a gain from the sale of its Vistar Media stake. The company projects diluted AFFO per share for fiscal year 2026 to be between $8.50 and $8.70, indicating a positive outlook.
Earnings Flash (LAMR) Lamar Advertising Company Reports Q4 Revenue $595.9M, vs. FactSet Est of $592.7M
Lamar Advertising Company (LAMR) reported strong fourth-quarter 2025 revenue of $595.9 million, surpassing FactSet's estimate of $592.7 million. The company also announced a quarterly dividend of $1.60 per share, maintained its 2026 Adjusted FFO outlook, and provided positive earnings results and financial guidance for the upcoming fiscal year. Lamar Advertising, a major outdoor advertising company, owns and operates a vast network of billboards and logo signs across 45 states and Canada.
Earnings Flash (LAMR) Lamar Advertising Posts Q4 Adjusted FFO $2.24 a Share, vs. FactSet Est of $2.19
Lamar Advertising (LAMR) reported Q4 adjusted FFO of $2.24 per share, surpassing FactSet's estimate of $2.19. The company also announced Q4 revenue of $595.9 million, exceeding FactSet's forecast of $592.7 million. For fiscal year 2026, Lamar Advertising provided financial guidance, expecting adjusted FFO in the range of $8.50 to $8.70 per share, compared to FactSet's estimate of $8.73.
Lamar Advertising Company $LAMR Shares Purchased by HighTower Advisors LLC
HighTower Advisors LLC increased its stake in Lamar Advertising Company (LAMR) by 2.8% in Q3 2025, acquiring an additional 20,518 shares, bringing their total to 744,052 shares valued at approximately $91.09 million. Other major institutional investors, including Berkshire Hathaway and Norges Bank, also significantly increased their positions, with institutional investors now owning close to 93.78% of the company's stock. Lamar Advertising currently pays a quarterly dividend of $1.55, equating to an annualized yield of about 4.7%, however, its payout ratio of 145.5% suggests the dividend is high relative to earnings.
Lamar Advertising Announces Tax Reporting Information For 2025 Distributions on Common Stock
Lamar Advertising Company has released its year-end federal income tax reporting information for common stock distributions made in 2025. The announcement provides a detailed summary, on a per-share basis, of cash distributions, ordinary taxable dividends, qualified taxable dividends, and Section 199A dividends for each quarter of 2025. Stockholders are advised to consult their tax advisors for specific tax treatment of these distributions.
Rhumbline Advisers Trims Holdings in Lamar Advertising Company $LAMR
Rhumbline Advisers decreased its stake in Lamar Advertising Company (LAMR) by 3.3% in Q3, selling 9,415 shares, though still holding a significant position. Meanwhile, other major institutions like Berkshire Hathaway and Norges Bank established new, large positions, indicating strong overall institutional interest. Wall Street analysts currently hold a "Hold" consensus rating with an average price target of $133, while the company's high dividend yield comes with concerns regarding its payout ratio and debt-to-equity ratio.
Reilly group boosts disclosed Lamar Advertising (LAMR) stake to 11.7% ownership
The Reilly family group has increased its disclosed stake in Lamar Advertising Company (LAMR). Kevin P. Reilly, Jr. now reports beneficial ownership of 11.7% of the Class A common stock, totaling 11,845,257 shares, while Reilly Family, LLC holds 8.9% with 9,000,000 shares. These figures include Class A shares, Class B shares convertible one-for-one into Class A, and partnership units, largely held through various entities managed by Kevin P. Reilly, Jr.
Lamar Advertising (LAMR) Expected to Announce Earnings on Friday
Lamar Advertising (NASDAQ:LAMR) is expected to announce its Q4 2025 earnings before market open on Friday, February 20, 2026, with analysts forecasting EPS of $2.18 and revenue of $592.7 million. The company's dividend yield is 4.7%, but its high payout ratio of 145.54% raises concerns about sustainability. LAMR is currently trading around $131.30, with analysts having a consensus "Hold" rating and an average target price of $133.
Lamar Advertising Company Scheduled to Release Fourth Quarter 2025 Earnings Report on February 20, 2026
Lamar Advertising Company (LAMR) is scheduled to release its fourth-quarter 2025 earnings report on February 20, 2026, before the market opens, followed by a conference call at 8:00 a.m. Central time. The report will cover the period ending December 31, 2025. Investors and stakeholders can access the conference call via dial-in numbers or a live webcast, with a replay available until February 27, 2026.
Principal Financial Group Inc. Sells 8,094 Shares of Lamar Advertising Company $LAMR
Principal Financial Group Inc. reduced its stake in Lamar Advertising Company (NASDAQ:LAMR) by 4.0% in the third quarter, selling 8,094 shares and now holding 192,183 shares valued at approximately $23.53 million. Wall Street analysts currently rate Lamar Advertising as a "Hold" with an average price target of $133.00. The company reported strong financial results, beating EPS estimates and announcing a quarterly dividend of $1.55 per share, yielding 4.7% annually.
Lamar Advertising Company $LAMR Shares Purchased by Howe & Rusling Inc.
Howe & Rusling Inc. significantly increased its stake in Lamar Advertising Company (NASDAQ:LAMR) by 38.8% in the third quarter, bringing their total holdings to 40,185 shares valued at approximately $4.92 million. Other institutional investors also adjusted their positions in the real estate investment trust. Analysts currently have an average "Hold" rating on LAMR with a $133.00 price target, though some, like Citi and Morgan Stanley, have recently raised their targets.
Ad giant from Louisiana buys family owned Cleveland Outdoor Advertising
Lamar Advertising Co. has acquired Cleveland Outdoor Advertising, a family-owned business operating for nearly 50 years. The transaction adds 31 high-profile bulletin faces and more than 40 junior bulletin faces to Lamar's Cleveland inventory. Financial terms of the deal were not disclosed, and Cleveland Outdoor Advertising's president, Debra Abdalian-Thompson, expressed gratitude and trust in Lamar to carry forward the legacy.
Lamar Advertising Company $LAMR Stake Lessened by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp significantly reduced its stake in Lamar Advertising Company (NASDAQ:LAMR) by 35.3% to 41,854 shares, valued at $5.12 million. Despite this, institutional ownership remains high at 93.78%, with other major investors like Berkshire Hathaway and Norges Bank increasing their positions. Lamar Advertising maintains a "Hold" consensus rating from Wall Street analysts, with a target price of $133.00, and reported earnings above estimates alongside a stable dividend yield of 4.8%.
Lamar Advertising Company $LAMR Shares Purchased by AlphaQuest LLC
AlphaQuest LLC significantly increased its stake in Lamar Advertising Company (NASDAQ:LAMR) by 1,251.2% in Q3, adding 8,283 shares to hold 8,945 total shares valued at approximately $1.095 million. Other institutional investors also adjusted their holdings in the real estate investment trust. Analysts currently have a consensus "Hold" rating on Lamar Advertising with an average price target of $133.00, and the company recently declared a quarterly dividend of $1.55 per share.
Strs Ohio Purchases 33,801 Shares of Lamar Advertising Company $LAMR
Strs Ohio significantly increased its stake in Lamar Advertising Company (NASDAQ:LAMR) by 1,614.2% in the third quarter, acquiring 33,801 additional shares to hold a total of 35,895 shares valued at approximately $4.39 million. This move is part of a broader institutional trend, with major entities like Berkshire Hathaway and Norges Bank also establishing substantial positions, resulting in institutional investors owning about 93.78% of the stock. Lamar Advertising, an outdoor advertising firm, reported a slight EPS beat and pays a quarterly dividend of $1.55, currently trading with a market capitalization of around $13.0 billion.
How a $1.5B dealmaker ended up running Lamar's billboards
Lamar Advertising Company (Nasdaq: LAMR) has appointed Ross Reilly as President of its Outdoor Division, effective January 1, 2026. Reilly, 40, previously served as Vice President of Mergers and Acquisitions and Special Projects, where he closed over $1.5 billion in out-of-home asset acquisitions and guided Lamar's programmatic sales strategy. In his new role, he will oversee Lamar's billboard display business, including national sales, programmatic, and operations.
Pacer Advisors Inc. Invests $1.74 Million in Lamar Advertising Company $LAMR
Pacer Advisors Inc. initiated a new stake in Lamar Advertising Company (NASDAQ:LAMR) during the third quarter, purchasing 14,208 shares valued at approximately $1.74 million. Other institutional investors have also adjusted their holdings, with institutional ownership now at about 93.78%. Lamar Advertising reported strong Q3 earnings, beating EPS estimates and showing robust profitability, and maintains a quarterly dividend of $1.55 per share.
Lamar Advertising Company Appoints Ross Reilly as President of Outdoor Division | LAMR Stock News
Lamar Advertising Company has appointed Ross Reilly as President of its Outdoor Division, effective January 1, 2026. Reilly, previously VP of Mergers and Acquisitions, will oversee national sales and operations, bringing extensive experience in acquisitions and programmatic sales strategies to the role. CEO Sean Reilly expressed strong confidence in Ross's leadership and industry knowledge.
