DailyIQ
Last updated1 minute ago

LAMR·Lamar Advertising Company Class A

$145.67
-0.78 (-0.53%)
Overnight$145.58-0.09 (-0.06%)
High
$146.64
Open
$145.82
Market Cap
14.84B
52W High
$166.33
Low
$145.13
P. Close
$145.67
P/E
26.68
52W Low
$114.45
Fwd P/E
22.47
DailyIQ Est.
$162.90
Inst. Ownership
43.8%
Short Interest
3.38%
Days to Cover
5.9
Div. Yield
4.57%
Next Ex-Div
~Dec 23
Technical Score (1D)
71
BULLISH
News Sentiment
57
BULLISH
LAMR scores 71 on the 1D chart with a BUY signal and firm momentum. The bullish bias has been consistent, and the price structure is constructive. Sentiment at 57 is aligned with the technicals - a setup where both the chart and the news flow agree, reducing the likelihood of a catalyst-driven reversal that would blindside technical traders. The neutral range RSI reading means the setup is neither overbought nor at risk of failing on a momentum basis. From here, $151.46 is the target level for continuation. A pullback that finds buyers near $139.80 and doesn't close below it would be a constructive sign that the trend is still healthy and the setup still valid for buyers looking for a lower-risk entry. Position sizing in setups like this usually comes down to how much room there is before $151.46 - the tighter that gap, the more a trader is paying up for confirmation rather than buying ahead of it. With moderate trend structure and firm momentum both intact, scaling in on strength rather than waiting for a full pullback to $139.80 is a defensible approach as long as risk is sized to that lower level.
LOW TARGET
$151 +3.7%
2 analysts
MEAN TARGET
$162 +11.4%
9 analysts
HIGH TARGET
$170 +16.8%
4 analysts
PRICE RANGE
$151.00 - $170.00
SB / B / H / S / SS
2/4/7/1/1
DAILYIQ EST.
$162.90 (+11.9%)
Bought (1Y)
0 shares
$0
Sold (1Y)
8,099 shares
$1.2M
REIFENHEISER THOMAS V-
Sell8,099 shares2026-09-14
REIFENHEISER THOMAS V-
Gift328 shares2026-06-23
REILLY ANNA-
Award/Grant485 shares2026-06-12
69/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
25.9%
Revenue CAGR
4.7%
Current Ratio
0.58x
Debt / Equity
3.34x
Return on Equity
57.3%

EPS

EstBeatMiss
$1.36$1.44$1.52$1.61$1.69Q3'25Q3'26
QtrEstActual+/−
Q3'26$1.65 - -
Q3'25$1.48$1.40-5.5%

Revenue

EstBeatMiss
$578M$594M$609M$625M$640MQ3'25Q3'26
QtrEstActual+/−
Q3'26$633M - -
Q3'25 - $586M -

Market Data

LAMR Stock Snapshot

BULLISH71/100
$145.58−$0.09 (0.1%)
Market cap
14.84B
P/E ratio
26.7
Day range
$145.13 – $146.64
News sentiment
57/100 · Neutral
Analyst target
$162.20 (+11.4%)
Consensus
Hold · 15 analysts
52-week range+27.2% off low · -12.5% from high
$114.45$166.33
Price $145.58 DailyIQ Est. $162.90

Lamar Advertising Company Class A screens well technically, with price sitting in the middle of its 52-week range. Earnings and guidance carry more weight than macro data at this capitalisation.

Behaviour On Record

What LAMR's own history says about today's numbers

Realized volatility (21d)
10.9% 3rd pct
Below its peak
-11.7%
vs 200-day average
+1.7%
Up days (1y)
55%

Lamar Advertising Company Class A is currently running 10.9% annualised volatility over the last 21 sessions. Measured against LAMR's own 13 years of daily returns rather than a market-wide average, that is the 3rd percentile — unusually subdued by its own history, against a typical reading of 20.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

LAMR is trading -11.7% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -18.3%, and the deepest was -66.4% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +1.7% from its 200-day moving average. Against every other day in its history, that gap ranks at the 38th percentile — close to the gap it normally carries. Over the past year LAMR closed higher on 55% of sessions, and it is currently 2 sessions into a falling streak.

On October specifically: over 14 years of records, LAMR finished the month higher 7 of 14 times, with a median return of -0.6% and an average of +0.4%. Its strongest month historically has been November at +6.8% on average, its weakest March at -2.7%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: LAMR has opened more than 2% away from the prior close in 126 of 3,268 sessions (3.9% of the time), with the largest gaps running +15.0% and -13.8%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,269 daily closes between 2013-10-15 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against LAMR's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of LAMR's sector?

Lamar Advertising Company Class A sits in the Real Estate sector, currently ranked 11th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#11 of 12
Sector state
Improving
Sector rotation score
27

Options Market

What is the options market pricing for LAMR?

CallsPuts

For Lamar Advertising Company Class A's nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.40), with at-the-money implied volatility around 59.0%. The options market is pricing roughly a ±3.5% move by that expiry — a range of about $138.93–$148.92.

Put/call ratio (2026-10-16)
0.40
ATM implied volatility
59.0%
Total open interest
977
Expected move by 2026-10-16
±3.5% ($138.93–$148.92)

Analyst Rating Changes

Are analysts turning bullish or bearish on LAMR?

Wells Fargo most recently reiterated its rating on Lamar Advertising Company Class A to Equal-Weight on Aug 12, 2026 with a price target of $151 (from $150). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
Wells Fargo — Equal-Weight
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Aug 12, 2026Wells FargoMaintainedEqual-Weight$150 → $151
Aug 7, 2026JP MorganMaintainedNeutral$153 → $160
Jul 10, 2026CitigroupDowngradeBuy → Neutral$145 → $160
May 14, 2026TD CowenMaintainedBuy$150 → $170
May 8, 2026Wells FargoMaintainedEqual-Weight$136 → $150
Feb 24, 2026Wells FargoMaintainedEqual-Weight$121 → $136
Nov 13, 2025CitigroupMaintainedBuy$135 → $145
Nov 12, 2025JP MorganMaintainedNeutral$122 → $128
Aug 11, 2025Wells FargoMaintainedEqual-Weight$122 → $119
Aug 11, 2025JP MorganMaintainedNeutral$125 → $122
Aug 4, 2025Morgan StanleyMaintainedEqual-Weight$125 → $135
May 29, 2025CitigroupUpgradeNeutral → Buy$114 → $135

ETF holders

ETFs holding LAMR

News Sentiment Analysis

Sentiment gathered from recent headlines

57/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
Lamar Advertising (LAMR) met key Caviar Cruise quality metrics, demonstrating robust ROIC and improving EBIT. The company’s cash conversion rate remained solid, supporting its ability to generate durable cash flows. Analysts noted that while leverage and payout ratios warrant monitoring, the overall financial health positions LAMR favorably for investors seeking quality assets.
What did this article say?
Lamar Advertising Company (LAMR) announced that it would release its third‑quarter 2026 earnings report on November 5, 2026, ahead of the market open. The company will host a conference call that day at 8:00 a.m. Central time to discuss the results and answer investor questions. No financial guidance or performance highlights were provided in the release, and the announcement is a routine update on the company’s reporting schedule.
What did this article say?
Lamar Advertising (LAMR) experienced a modest decline of about 3% over the past month and 7% over the past three months, prompting investors to reexamine the company’s fundamentals. The pullback followed a strong year‑to‑date performance, with a 17.6% share price return and a 25.1% total shareholder return over the past year. Analysts noted that the recent price correction may reflect a cooling of momentum in the last quarter, leading to a more cautious view on future growth prospects. The market’s reaction suggests a mild headwind, but no material damage or new negative catalyst has been identified. Overall, the event represents a partial, contained adjustment rather than a transformative shift.
What did this article say?
On September 14, 2026, Lamar Advertising director Thomas V. Reifenheiser sold 8,099 shares, totaling $1,207,000, as disclosed in a Form 4 filing. The sale reduces his direct holdings to 36,387 shares, leaving him with a smaller stake in the company. While the transaction is sizable for an individual insider, it does not represent a large block relative to LAMR’s total shares outstanding, but it may signal a short‑term bearish view or liquidity need. The market may interpret the sale as a potential warning sign, especially if other insiders are following suit.
What did this article say?
Lamar Advertising (LAMR) increased its quarterly dividend by 3.1% to $1.65 per share, lifting the forward yield to about 4.4%. The hike follows a 6.5% YoY revenue rise in Q2 and an 8.1% increase in AFFO per share, underpinning the higher payout. Management has also upgraded its 2026 AFFO guidance to $8.75‑$8.90 per share, signaling confidence in continued cash‑flow strength. The move positions LAMR as a more attractive income play amid stable advertising demand and potential digital‑OOH growth.
What did this article say?
Lamar Advertising (LAMR) was upgraded to a Zacks Rank #2 (Buy) following a bullish revision of its earnings estimates. The rating change signals a consensus view that the company’s future profitability is improving, which is expected to support near‑term share price momentum. The upgrade reflects analyst confidence in the company’s ability to sustain earnings growth, though it does not indicate a material shift in guidance or new contracts.
What did this article say?
Lamar Advertising reported second‑quarter results with net revenues up 6.5% to $616.7 million and net income rising 6.2% to $164.6 million, exceeding expectations. The company’s CEO cited robust pacing for the remainder of 2026, prompting a lift in its full‑year diluted AFFO per share guidance to $8.75–$8.90. Adjusted EBITDA grew 9.0% to $303.4 million, outpacing revenue growth and reinforcing the company’s operational strength. The guidance upgrade signals confidence in continued billboard performance and a favorable advertising environment.
What did this article say?
Lamar Advertising Company has announced a quarterly cash dividend of $1.65 per share, payable on September 30, 2026, with an expected total distribution of at least $6.50 per share for the year. The dividend reflects the company’s confidence in its cash flow and ongoing profitability in the outdoor advertising market. While the payout is modest, it signals management’s commitment to returning value to shareholders and may support the stock’s valuation.
What did this article say?
Lamar Advertising’s board has raised its quarterly cash dividend from $1.60 to $1.65 per share, signaling confidence in cash flow and a modest reward for shareholders. The increase reflects steady advertising demand and a healthy balance sheet, but the change is incremental and unlikely to shift the company’s valuation significantly.

Technical Analysis

Real-time indicators across multiple timeframes

71
BULLISH
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Institutional & Hedge Fund Ownership
25 tracked managers · $6.45B combined position · 12 adding, 12 trimming, 1 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Vanguard Group Inc▼ Sell11,916,90211.77%$1.51B2026-01-29
BlackRock, Inc.▼ Sell9,614,1829.49%$1.50B2026-08-07
FMR LLC (Fidelity)▼ Sell3,170,0473.13%$494.46M2026-08-13
Geode Capital Management, LLC▲ Buy2,807,4532.77%$437.97M2026-08-12
Janus Henderson Group plc▼ Sell2,765,1312.73%$350.24M2026-05-18
Wellington Management Group LLP▲ Buy2,125,7422.10%$331.57M2026-08-14
Northern Trust Corp▼ Sell1,536,5921.52%$239.68M2026-08-13
Morgan Stanley▲ Buy1,435,3531.42%$223.89M2026-08-13
AQR Capital Management LLC▲ Buy1,434,3451.42%$222.01M2026-08-14
Egerton Capital (UK) LLP▲ Buy1,090,6191.08%$170.11M2026-07-21
Invesco Ltd.▼ Sell936,8050.92%$146.12M2026-08-14
Capital World Investors• Hold903,0200.89%$140.85M2026-08-12
Norges Bank▼ Sell775,9360.77%$121.03M2026-08-12
Wells Fargo & Company▼ Sell751,0030.74%$117.14M2026-08-14
Goldman Sachs Group Inc▲ Buy638,4080.63%$99.58M2026-08-14
JPMorgan Chase & Co▼ Sell508,5240.50%$80.16M2026-08-12
Bank of America Corp▲ Buy468,7520.46%$73.12M2026-08-14
Artisan Partners Limited Partnership▼ Sell287,6100.28%$44.86M2026-08-13
Marshall Wace, LLP▲ Buy206,9160.20%$32.27M2026-08-13
Two Sigma Investments, LP▼ Sell176,9730.17%$27.60M2026-08-14
Gotham Asset Management, LLC▲ Buy139,4330.14%$21.75M2026-08-14
AllianceBernstein L.P.▲ Buy158,3310.16%$20.05M2026-08-14
Millennium Management LLC▲ Buy102,9960.10%$16.07M2026-08-14
Renaissance Technologies LLC▼ Sell97,7120.10%$15.24M2026-08-13
D. E. Shaw & Co., Inc.▲ Buy93,7150.09%$14.62M2026-08-14
Q2 2026 flow:1.29M sh bought ($200.17M)1.56M sh sold ($243.97M)net -277.1K sh (−$43.79M)
Congressional Trading Activity
5 disclosed trades · ~$138.0K est. traded value · 0 buys, 5 sells
MemberChamberStateTypeAmountTradedFiled
Gilbert CisnerosHouseCA31▼ Sell$15K - $50K2026-08-252026-09-10
Gilbert CisnerosHouseCA31▼ Sell$15K - $50K2026-08-242026-09-10
Gilbert CisnerosHouseCA31▼ Sell$15K - $50K2026-08-202026-09-10
Gilbert CisnerosHouseCA31▼ Sell$15K - $50K2026-08-192026-09-10
Gilbert CisnerosHouseCA31▼ Sell$1K - $15K2026-07-162026-09-04