Lamar's Q4 AFFO Beats Estimates, Revenues Increase Y/Y
LAMR tops Q4 AFFO estimates as revenues rise 2.8% Y/Y and local and national sales improve. It issues 2026 AFFO guidance.
Lamar Advertising's Steady Growth Is Attractive
Lamar Advertising Company remains a "Buy," offering a stable 4.8% yield and durable, recession-resistant billboard business fundamentals. Q4 saw 3% revenue growth and 1.4% AFFO growth, with national and local ad sales momentum carrying into Q1 despite a muted ad environment. Balance sheet leverage is conservative at 3.2x, supporting $500 million+ in M&A capacity and ongoing dividend growth, with a planned ~3% dividend increase.
Lamar Advertising (LAMR) Tops Q4 FFO Estimates
Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $2.24 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to FFO of $2.21 per share a year ago.
Is Lamar Advertising a Strong REIT Play for 2026 Investors?
LAMR's resilient local ads, growing digital billboards and strong balance sheet make it a compelling REIT play.
Lamar Advertising Stock Gains 8.8% in 3 Months: Will the Trend Last?
LAMR has climbed nearly 9% in three months as digital billboard expansion, acquisitions and a diversified tenant base support momentum.
Lamar Advertising: Slow And Steady Growth
Lamar Advertising is rated a "Buy," with shares positioned for 10%-15% total return potential into 2026. Core business shows accelerating growth, supported by secular digitization tailwinds and resilient local advertising demand. LAMR's underleveraged balance sheet enables significant M&A capacity, while its 5% yield and special dividend underscore dividend security.
Lamar Advertising Company (LAMR) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
Lamar Advertising Company ( LAMR ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 2:00 PM EST Company Participants Sean Reilly - CEO & President Conference Call Participants Daniel Osley - Wells Fargo Securities, LLC, Research Division Presentation Daniel Osley Wells Fargo Securities, LLC, Research Division Great. We'll go ahead and kick things off.
LAMR Beats Q3 AFFO Estimates, Reaffirms 2025 Outlook for Steady Growth
LAMR posts higher Q3 AFFO and revenues, topping estimates and reaffirming its 2025 outlook for steady growth.
Lamar Advertising Company (LAMR) Q3 2025 Earnings Call Transcript
Lamar Advertising Company ( LAMR ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Sean Reilly - CEO & President Jay Johnson - Executive VP, CFO & Treasurer Conference Call Participants Cameron McVeigh - Morgan Stanley, Research Division Jason Bazinet - Citigroup Inc., Research Division David Karnovsky - JPMorgan Chase & Co, Research Division Jonnathan Navarrete - TD Cowen, Research Division Daniel Osley - Wells Fargo Securities, LLC, Research Division Presentation Operator Excuse me, everyone, we now have Sean Reilly and Jay Johnson in conference. [Operator Instructions] In the course of this discussion, Lamar may make forward-looking statements regarding the company, including statements about its future financial performance, strategic goals, plans and objectives, including with respect to the amount and timing of any distributions to stockholders and the impacts and effects of general economic conditions, including inflationary pressures on the company's business, financial condition and results of operations.
Lamar Advertising (LAMR) Q3 FFO and Revenues Beat Estimates
Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $2.2 per share, beating the Zacks Consensus Estimate of $2.14 per share. This compares to FFO of $2.15 per share a year ago.
Lamar Advertising: High-Quality Billboard REIT With Strong Margins And Growth Potential
Lamar Advertising Company (LAMR) is the leading US billboard REIT, offering a 5.1% dividend yield and strong margins in a fragmented market. LAMR benefits from robust M&A activity, strong margins, as well as a buyback program, with Berkshire Hathaway recently taking a stake. Potential for more rate cuts could boost advertising demand, lower interest expenses, and support higher dividends in the near future.
Lamar Advertising Boosts Financial Flexibility With $1.1B Refinancing
LAMR completes $1.1B refinancing, thereby boosting liquidity, extending debt maturities and strengthening its balance sheet.
