$LAMR

Lamar Advertising (LAMR) reported Q2 AFFO of $247.9 million, up 10.1% from $225.3 million in 2025, and AFFO per share up 8.1% to $2.40. Q2 net revenue rose 6.5% to $616.7 million. The company raised FY26 guidance to EPS $5.95-$5.99 and AFFO per share $8.75-$8.90.

Lamar Advertising (LAMR) shares rose about 0.3% in pre-open after it reported Q2 adjusted EPS of $1.58 vs $1.57 consensus and revenue of $616.74 million vs $605.67 million, up 6.5% year over year. The company raised 2026 diluted adjusted FFO guidance to $8.75-$8.90 and reported higher EBITDA, AFFO and free cash flow. Citi downgraded it to Neutral in July; JPMorgan started with Hold.

LAMAR ADVERTISING CO/NEW (LAMR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 lamr8kexhibit9912026q2.htm EX-99.1 Document 5321 Corporate Boulevard Baton Rouge, LA 70808 Lamar Advertising Company Announces Second Quarter Ended June 30, 2026 Operating Results Three Month Results • Net revenues were $616.7 million • Net income was $164.6 million • A

The article highlights billboard REITs Lamar Advertising (NASDAQ: LAMR) and Outfront Media (NYSE: OUT), citing digital billboard revenue gains. It says Lamar shares are up over 24% in 2026 and OUT over 37%, with dividends around 4.03% (LAMR) and 3.6% (OUT). Q1 results: LAMR revenue $528M, FCF $152.4M; OUT revenue $429.6M, FCF $75.3M.

Midday movers included Meta, SK Hynix, Seagate, WD-40, Delta, Circle, Vodafone, Netflix, Shopify and Lamar. Meta rose nearly 6% on a Reuters report about producing an AI chip in September. SK Hynix ADRs surged after Nasdaq pricing. Seagate gained after Wells Fargo upgrade; WD-40 jumped on Q3 results and guidance; Delta fell after earnings beat.

Berkshire Hathaway sold 16 stocks in Q1, fully exiting 12 after Greg Abel became CEO following Warren Buffett’s retirement, according to its latest 13F filing. The company completely sold Visa ($2.91B), Mastercard ($2.28B), UnitedHealth ($1.66B), Domino’s ($1.40B), and others including Amazon ($525M). It also exited Charter, Diageo, and Allegion, and trimmed Chevron, Constellation, Nucor, and Bank of America.

Lamar Advertising Company (NASDAQ: LAMR) has filed a Form 144, indicating a proposed sale of 10,000 Class A Common Stock shares through J.P. Morgan Securities LLC. The filing also details previous compensatory issuances of 7,074 and 2,926 shares, and a reported sale of 1,260 shares on March 5, 2026. This administrative filing does not suggest changes in the company's performance.

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 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 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.