$LAMR

LAMAR ADVERTISING CO/NEW

AlphAI earnings readsecond quarter of 2026 · AUG 6Lamar Advertising Company Announces Second Quarter Ended June 30, 2026 Operating ResultsVerdict: strong

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Lamar Advertising (NASDAQ: LAMR) director plans to sell 1.2M shares in 2026

Lamar Advertising (LAMR) director Thomas V. Reifenheiser filed a Rule 144 notice to resell up to 1.21M Class A shares, valued at $87.13M, via a trust. The sale is planned for on or after September 14, 2026, through J.P. Morgan Securities LLC. The shares were acquired from option exercises between 2007 and 2024.

This High-Yield Advertising REIT Just Raised Its Dividend by More Than 3%

Lamar Advertising (LAMR) reported 10.1% AFFO growth to $247.9M, with per-share AFFO up 8.1% to $2.40. The company raised its dividend by 3.1% and has $720.2M in liquidity. Lamar acquired AdSource Outdoor, adding 230 billboards, and Cleveland Outdoor, expanding its network. Analysts expect Q3 EPS of $2.26, with a 'Hold' consensus and $162.17 price target.

LAMR sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 2 news stories mentioning LAMR (LAMAR ADVERTISING CO/NEW). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.

Recent LAMR coverage spans earnings, insider activity and financial news.

In the last 30 days, LAMR insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.2M). The most active reporter was REIFENHEISER THOMAS V with 1 filing.

What's driving LAMR

AlphAI scores every news story that mentions LAMR with an AI model for sentiment and relevance, and aggregates insider trades from LAMAR ADVERTISING CO/NEW's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LAMR

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$LAMRMed

This High-Yield Advertising REIT Just Raised Its Dividend by More Than 3%

Lamar Advertising (LAMR) reported 10.1% AFFO growth to $247.9M, with per-share AFFO up 8.1% to $2.40. The company raised its dividend by 3.1% and has $720.2M in liquidity. Lamar acquired AdSource Outdoor, adding 230 billboards, and Cleveland Outdoor, expanding its network. Analysts expect Q3 EPS of $2.26, with a 'Hold' consensus and $162.17 price target.

Lamar (LAMR) Upgraded to Buy: Here's Why

Lamar Advertising (LAMR) was upgraded to a Zacks Rank #2 (Buy) due to upward trends in earnings estimates, which often correlate with stock price movements. The upgrade reflects a positive earnings outlook, potentially impacting the stock price favorably. Institutional investors use earnings estimates in valuation models, influencing their buy/sell decisions.

$LAMRHighAI 8/10

Lamar Advertising (LAMR) Grows Revenue And Raises Full Year Guidance

Lamar Advertising (LAMR) reported Q2 2026 revenue of $616.7M, up 6.5% YoY, with net income at $164.6M. Adjusted EBITDA rose 9.0% to $303.4M. CEO Sean Reilly cited strong bookings for 2026, leading to raised full-year AFFO guidance of $8.75-$8.90 per share. Organic growth drove results, with acquisition-adjusted metrics also improving. H1 2026 net income fell 9.4% due to a one-time gain in 2025.

Key Reasons to Add Lamar Advertising Stock to Your Portfolio Now

Lamar Advertising (LAMR) is a leading outdoor advertising company with a diversified revenue base. Analysts are bullish, with estimate revisions for 2026 adjusted funds from operations (AFFO) per share trending upward. Shares have risen 8% over six months, outperforming the industry. The company raised its 2026 AFFO guidance to $8.75-$8.90 and plans to increase its dividend to $1.65 per share in Q3, with a potential special dividend at year-end.

Lamar Acquires AdSource Outdoor Assets Through UPREIT Transaction

Lamar Advertising (LAMR) acquired AdSource Outdoor Advertising assets via a UPREIT transaction that closed Aug. 12. The deal adds 230+ billboard faces in Louisiana, including 30 digital displays. AdSource owners received Lamar LP common units tied to Lamar Class A dividends, convertible to cash or shares, according to Lamar.

$LAMRMedAI 8/10

Lamar Advertising (LAMR) Q2 2026 Earnings Call Transcript

Lamar Advertising (LAMR) reported Q2 2026 net revenue of $616.7 million (+6.5% y/y) and adjusted EBITDA of $303.4 million (+9.0%), with margin up 110 bps to 49.2%. AFFO per diluted share rose to $2.40 (+8.1%). Full-year AFFO guidance is $8.75 to $8.90. Management cited digital and programmatic growth and $100 million in acquisitions through June 30.

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