Market Cap
$14.6B
LAMR
LAMAR ADVERTISING CO/NEW
$145.25 ▲ +1.33%
Prev close $143.34Market cap$14.6B
ConsensusHold
12-mo target$162.20 (+11.7%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)39 New Institutional Positions11 Institutional ExitsCongressional Activity (5) Real Estate
Snapshot
The big-picture read on LAMR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (46%)
Inst. Holders
50 funds
Inst. Value
$10.2B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $3.7M sell
Insider Net $
-$3.7M
SEC Reports
8
Congressional
5 trades
Price chart 30d -4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 Insider
REIFENHEISER THOMAS V sold 8,099 shares
Director @ $149.03 ($1.2M)
Sep 14, 2026 ftd
Sep 1, 2026 SEC FTD: LAMR — 10,765 shares ($1.6M) failed to deliver
Settlement: 20260914, Price: $149.08, FTD Value: $1,604,846.2, LAMAR ADVERTISING CO CL-A COM
Lamar Advertising declared its regular quarterly cash dividend of $1.65 per share, payable September 30, 2026 to holders
8-K — Impact 2/10
Aug 25, 2026 Congress
Gilbert Cisneros sell
$15,001 - $50,000 — House
Aug 24, 2026 Congress
Aug 6, 2026 SEC Gilbert Cisneros sell
$15,001 - $50,000 — House
Lamar Advertising reported strong Q2 2026 results, with net revenue of $616.7M (+6.5% YoY) and AFFO per share of $2.40 (
8-K — Impact 7/10
Lamar Advertising reported Q2 2026 results with net revenues of $616.7M (+6.5% YoY) and AFFO per share of $2.40, beating
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
Quantinno Capital Management LP — ADD
873,591 shares ($136.3M)
Analyst ratings buy % -14.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
46% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 10, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| May 14, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 7 | 0 | 0 | 46% | |
| Aug 1, 2026 | 2 | 4 | 7 | 0 | 0 | 46% | |
| Jul 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Jun 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| May 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Apr 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Mar 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Feb 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% |
Price targets
Where 5 covering analysts think LAMR trades over the next 12 months.
$162.20 +11.7% upside Buy
Current$145.25 Low$151.00 Median$160.00 High$170.00 5 analysts
$151.00$170.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 5 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 5.0/10.
NEUTRAL8-K2/10
Lamar Advertising declared its regular quarterly cash dividend of $1.65 per share, payable September
Sep 1, 2026
BULLISH8-K7/10
Lamar Advertising reported strong Q2 2026 results, with net revenue of $616.7M (+6.5% YoY) and AFFO
Aug 6, 2026
BULLISHPRESS-RELEASE6/10
Lamar Advertising reported Q2 2026 results with net revenues of $616.7M (+6.5% YoY) and AFFO per sha
Aug 6, 2026
BULLISHINST-CLUSTER4/10
A small institutional cluster formed in LAMR during 2026-Q2, with 5 active managers adding $16.8M in
Jul 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: LAMR — 10,765 shares ($1.6M) failed to deliver
Settlement: 20260914, Price: $149.08, FTD Value: $1,604,846.2, LAMAR ADVERTISING CO CL-A COM
Sep 7, 2026
dark_pool
Dark Pool: LAMR — 0.4M shares, 22,438 trades
Week starting 2026-09-07. Total ATS volume: 434,367 shares across 22,438 trades.
Aug 31, 2026
dark_pool
Dark Pool: LAMR — 0.5M shares, 21,470 trades
Week starting 2026-08-31. Total ATS volume: 537,064 shares across 21,470 trades.
Aug 24, 2026
dark_pool
Dark Pool: LAMR — 0.7M shares, 26,708 trades
Week starting 2026-08-24. Total ATS volume: 721,631 shares across 26,708 trades.
Aug 17, 2026
dark_pool
Dark Pool: LAMR — 1.0M shares, 29,543 trades
Week starting 2026-08-17. Total ATS volume: 1,041,800 shares across 29,543 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.65 | $1.65–$1.65 | 18.1% | +0.0% | 1↑ 1↓ | $0.6B | 1 |
| Next Q | $1.73 | $1.73–$1.73 | 15.1% | +0.6% | 1↑ 0↓ | $0.6B | 1 |
| Current FY | $6.06 | $6.01–$6.10 | 19.4% | -0.8% | 1↑ 0↓ | $2.4B | 2 |
| Next FY | $6.48 | $6.48–$6.48 | 7.0% | +1.4% | 1↑ 0↓ | $2.5B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.650 | — |
| 7d ago | $1.650 | — |
| 30d ago | $1.650 | — |
| 60d ago | $1.650 | — |
| 90d ago | $0.000 | +1.650 |
Institutional ownership
Which big funds own LAMR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.2B total value (65,187,063 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,614,182 | $1.5B | 14.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,506,411 | $1.2B | 11.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,927,671 | $612.6M | 6.0% | — |
| FMR LLC | 3,170,047 | $494.5M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,807,453 | $438.0M | 4.3% | — |
| STATE STREET CORP | 2,728,605 | $425.6M | 4.2% | — |
| Jupiter Topco LLC | 2,724,525 | $425.0M | 4.2% | — |
| VICTORY CAPITAL MANAGEMENT INC | 2,342,304 | $365.4M | 3.6% | — |
| Boston Partners | 2,317,282 | $361.5M | 3.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 2,125,742 | $331.6M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | ADD | 677,202 | 873,591 | +29.0% | $136.3M |
| NORGES BANK | NEW | — | 775,936 | — | $121.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 1,353,195 | 742,175 | -45.2% | $115.8M |
| GOLDMAN SACHS GROUP INC | ADD | 340,718 | 638,408 | +87.4% | $99.6M |
| Nuveen, LLC | TRIM | 783,800 | 563,269 | -28.1% | $87.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 727,211 | 507,505 | -30.2% | $84.6M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | ADD | 276,074 | 361,934 | +31.1% | $56.5M |
| JANE STREET GROUP, LLC | NEW | — | 333,887 | — | $52.1M |
| Epoch Investment Partners, Inc. | NEW | — | 328,245 | — | $51.2M |
| Artisan Partners Limited Partnership | TRIM | 464,722 | 287,610 | -38.1% | $44.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 25 transactions. Net -$3.7M — $0.00 bought, $3.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | REIFENHEISER THOMAS V | Director | SELL | 8,099 | $149.03 | $1.2M |
| Jun 23, 2026 | REIFENHEISER THOMAS V | Director | GIFT | 328 | — | — |
| Jun 12, 2026 | REILLY ANNA | Director | AWARD | 485 | — | — |
| May 14, 2026 | MUMBLOW STEPHEN P | Director | AWARD | 678 | — | — |
| May 14, 2026 | Thompson Elizabeth Mary | Director | AWARD | 542 | — | — |
| May 14, 2026 | Reilly Wendell | Director | AWARD | 508 | — | — |
| May 14, 2026 | KOERNER JOHN E III | Director | AWARD | 644 | — | — |
| May 14, 2026 | REIFENHEISER THOMAS V | Director | AWARD | 542 | — | — |
| May 14, 2026 | Fletcher Nancy | Director | AWARD | 644 | — | — |
| May 14, 2026 | Landrieu Mitchell | Director | AWARD | 542 | — | — |
Congressional trades
LAMR trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 5 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Lamar Advertising Co | Sep 11, 2026(18d) |
| Aug 24, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Lamar Advertising Co | Sep 11, 2026(19d) |
| Aug 20, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Lamar Advertising Co | Sep 11, 2026(23d) |
| Aug 19, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Lamar Advertising Co | Sep 11, 2026(24d) |
| Jul 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Lamar Advertising Co | Sep 7, 2026(54d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LAMR.
Shares short
3,132,364
Settlement Sep 15, 2026
Change vs prior
+2.3%
Semi-monthly cycle
Days to cover
7.8
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All LAMR filing & press-release reports (8)
- 8-K reportSep 1, 2026
- 8-K reportAug 6, 2026
- PRESS-RELEASE reportAug 6, 2026
- INST-CLUSTER reportJul 25, 2026
- 8-K reportMay 14, 2026
- 8-K reportMay 7, 2026
- PRESS-RELEASE reportMay 7, 2026
- PRESS-RELEASE reportApr 13, 2026