NASDAQ: LAMR
Lamar Advertising Company
Real Estate · REIT - Specialty
After hours: $152.38(0%) · as of 7:34 PM ET
Market Cap
$15.46B
52w High
$166.33
52w Low
$114.45
P/E
27.84
Volume
418.74K
Outstanding Shares
101.48M
Performance
Return analysis
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 25.54% over the last year. Revenue grew 4.39% over the trailing twelve months. Operating margin moved from 27.47% to 27.97%. Free cash flow grew 4.38% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (98th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 27.97% — continued expansion would be needed to justify the premium. Revenue growth of 4.39% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
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.
Valuation
Stock splits
Every 2 shares became 3
Profitability & growth
Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.
Analyst consensus
10
Buy
8
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 5, 2026
Q4 FY26 · EPS est $1.65 · Revenue est $620.77M
View
Dividends
$6.55/shareQuarterlyAdequateLAMR pays a dividend with a 4.3% dividend yield, growing at 21.24% annually, covered 1.1× by free cash flow.
Dividend Yield
4.3%
Annual Div / Share
$6.55
5yr CAGR
+21.24%
Doubles every ~3.6yr
FCF Coverage
1.1×
Adequate
Dividend Growth Rate
3yr CAGR
+8%
5yr CAGR
+21.24%
10yr CAGR
+8.56%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$4/mo
In 5 yrs
$6/mo
In 10 yrs
$11/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$43/yr $4/mo | $76/yr+76% $6/mo | $134/yr+211% $11/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 4.3% → 13.35% over 10yr
Analysis
Dividend Strengths
Strong dividend growth rate
The 5-year CAGR of 21.24% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.