Lamar Advertising CoLAMR
LAMR
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 46
18% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 196
2% more funds holding
Funds holding: 575 [Q3] → 589 (+14) [Q4]
2.21% more ownership
Funds ownership: 94.06% [Q3] → 96.27% (+2.21%) [Q4]
4% less capital invested
Capital invested by funds: $11B [Q3] → $10.6B (-$400M) [Q4]
17% less call options, than puts
Call options by funds: $9.76M | Put options by funds: $11.7M
33% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 6 (-3) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$126
11%
upside
Avg. target
$127
12%
upside
High target
$128
13%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Citigroup Jason Bazinet 59% 1-year accuracy 20 / 34 met price target | 13%upside $128 | Neutral Maintained | 25 Feb 2025 |
JP Morgan David Karnovsky 48% 1-year accuracy 13 / 27 met price target | 11%upside $126 | Neutral Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 10 articles about LAMR published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
REIT Replay: REIT Share Prices Tick Up During Week Ended Feb. 21
Share prices for US equity real estate investment trusts ticked up slightly during the week ended Feb. 21, outperforming the broader stock market. Looking at the Dow Jones US real estate property sector indexes, the retail REIT index logged the largest increase during the recent week, up 0.84%, followed by the apartment REIT index at 0.80%.
Positive
Seeking Alpha
3 weeks ago
Lamar Advertising: Pullback Provides Opportunity (Rating Upgrade)
Lamar Advertising Company shares have dipped due to disappointing guidance, but the pullback presents a buying opportunity given the company's strong fundamentals and attractive valuation. Despite a penny loss in Q4, Lamar's core business remains solid with a 4% revenue increase and robust EBITDA margins, driven by local advertising. The company's focus on digital billboard upgrades and potential M&A, supported by a strong balance sheet, positions it for future growth beyond the current 3-4% range.
Positive
Seeking Alpha
3 weeks ago
Lamar Advertising: An Eye-Catching REIT That's Set To Grow
Lamar Advertising is a unique REIT focused on outdoor advertising, a resilient and growing segment that's unaffected by cord-cutting issues plaguing traditional media. LAMR's strong financial performance in 2024, driven by local and programmatic ad growth, and a robust digital expansion strategy, positions it for continued AFFO growth. With a 4.6% dividend yield, a 76% payout ratio, and a reasonable valuation, LAMR presents a compelling opportunity for income and growth-focused investors.
Negative
Zacks Investment Research
3 weeks ago
Lamar Q4 AFFO Meets Estimates, Revenues Miss, Stock Down 7.3%
LAMR's Q4 results reflect growth in revenues. However, higher expenses marred the performance to some extent.
Neutral
Seeking Alpha
3 weeks ago
Lamar Advertising Company (LAMR) Q4 2024 Earnings Call Transcript
Lamar Advertising Company (NASDAQ:LAMR ) Q4 2024 Results Conference Call February 20, 2025 9:00 AM ET Company Participants Sean Reilly - CEO & President Jay Johnson - EVP, CFO & Treasurer Conference Call Participants Cameron McVeigh - Morgan Stanley David Karnovsky - JPMorgan Daniel Osley - Wells Fargo Lance Vitanza - TD Cowen Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference.
Positive
Zacks Investment Research
3 weeks ago
Lamar Advertising (LAMR) Matches Q4 FFO Estimates
Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $2.21 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $2.10 per share a year ago.
Neutral
GlobeNewsWire
3 weeks ago
Lamar Advertising Company Announces Fourth Quarter and Year Ended December 31, 2024 Operating Results
Three Month Results Net revenue was $579.6 million Net loss was $(1.0) million Adjusted EBITDA was $278.5 million Twelve Month Results Net revenue was $2.21 billion Net income was $362.9 million Adjusted EBITDA was $1.03 billion BATON ROUGE, La., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (the “Company” or “Lamar”) (Nasdaq: LAMR), a leading owner and operator of outdoor advertising and logo sign displays, announces the Company's operating results for the fourth quarter and year ended December 31, 2024.
Neutral
GlobeNewsWire
3 weeks ago
Lamar Advertising Company Announces Cash Dividend on Common Stock
BATON ROUGE, La., Feb. 19, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR), a leading owner and operator of outdoor advertising and logo sign displays, announces that its board of directors has declared a quarterly cash dividend of $1.55 per share payable on March 28, 2025 to stockholders of record of Lamar's Class A common stock and Class B common stock on March 14, 2025. Subject to the approval of its board of directors, Lamar expects aggregate quarterly distributions to stockholders in 2025, including the dividend payable on March 28, 2025, will total at least $6.20 per common share.
Neutral
GlobeNewsWire
3 weeks ago
Lamar Advertising to appear at the Morgan Stanley Technology, Media and Telecom Conference
BATON ROUGE, La., Feb. 18, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Morgan Stanley Technology, Media and Telecom Conference on Wednesday, March 5, 2025 at approximately 2:30 p.m. EST.
Neutral
GlobeNewsWire
3 weeks ago
Lamar Advertising to appear at the Citi 2025 Global Property CEO Conference
BATON ROUGE, La., Feb. 18, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Citi 2025 Global Property CEO Conference on Monday, March 3, 2025 at approximately 3:35 p.m. EST.
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