LAMR · Lamar Advertising Co/New
$150.38
-0.21 (-0.14%)
At close · Aug 28
Market Cap
$15.27B
Shares
101.55M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$150.38
Open$150.88
Day$149.94–154.72
52W close$116.11–164.33
Avg vol 30d639K
Short int3.2M · 3.2% float · 4.1d
Short vol65%
Last earningsAug 6, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Neutral
Momentum
Neutral
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Very Low
Market backdrop
VIX 14.4 · calm
Equity put/call 0.62
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+7%
above
Price vs 50-day avg
−4%
below
RSI (14)
39
neutral
MACD trend
Negative
52-week position
71%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−6%
trailing
6-month return
+11%
trailing
YTD return
+19%
this year
Relative strength
−3%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $157 › 200d $140 — 50d above 200d
Institutional flow
Accumulating
+12% holders QoQ · +132 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
3.16% of float · ▼ -8.3% MoM · 4.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
778 holders — near 3-yr high, broad support
Squeeze score
46
elevated · 0–100
Fundamentals
Revenue growth
+3%
Y/Y
EPS growth
+64%
Y/Y
Free cash flow
$683.2M
Valuation
P/E 27.4
below peers
Buyback
$250.0M
remaining
Balance sheet
$3.0B
net debt
Quant / Vol
risk profile
Volatility
21%
annualized · 1-yr
Max drawdown
−11%
past year
ATR
2.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 6, 2026
fiscal year 2026
Diluted earnings per share
Initiated
$5.95 – $5.99
prior FY $5.77
midpoint +3.5% Y/Y
full-year 2026
Diluted AFFO per share
Initiated
$8.75 – $8.90
Prior guidance
period ended
· from the Earnings Call filed Sep 30, 2025
Acquisition-adjusted operating expense growth
· full year
2.5% – 2.75%
Total CapEx
· full year
$180M
Maintenance CapEx
· full year
$60M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+7%
Bullish
Price vs 50-day avg
−4%
Neutral
RSI (14)
39
Neutral
MACD trend
Negative
Bearish
52-week position
71%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $157 › 200d $140 — 50d above 200d
Institutional flow
Accumulating
+12% holders QoQ · +132 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
3.16% of float · ▼ -8.3% MoM · 4.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
778 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $116
Now $150 · 71%
Range high $164
vs 200-day avg +7%
vs 50-day avg -4%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $529.7M | the six months ended June 30, 2026 | — |
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| Adjusted funds from operations (AFFO) non-GAAP | $425.5M | the six months ended June 30, 2026 | — |
| Billboard adjusted EBITDA non-GAAP | $314.98M | the three months ended June 30, 2026 filing | — |
| Diluted AFFO per share non-GAAP | $4.12 | the six months ended June 30, 2026 | — |
|
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| FFO non-GAAP | $236.91M | the three months ended June 30, 2026 filing | — |
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| Free cash flow non-GAAP | $371.1M | the six months ended June 30, 2026 | — |
|
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| Funds from operations (FFO) non-GAAP | $404.6M | the six months ended June 30, 2026 | — |
| Other adjusted EBITDA non-GAAP | $16.3M | the three months ended June 30, 2026 filing | — |
| Acquisition-adjusted EBITDA non-GAAP | $226.33M | Three Months Ended March 31, 2026 | — |
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| AFFO non-GAAP | $177.5M | first quarter of 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Funds from operations 167.8M
+1.16M Straight-line expense
-275K Capitalized contract fulfillment costs, net
+11.2M Stock-based compensation expense
-193K Non-cash portion of tax provision
+4.87M Non-real estate related depreciation and amortization
+1.69M Amortization of deferred financing costs
-9.3M Capitalized expenditures-maintenance
+558K Adjustments for unconsolidated affiliates and non-controlling interest
= Adjusted funds from operations 177.52M
|
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| Capitalized expenditures-maintenance | -$9.3M | Three Months Ended March 31, 2026 | — |
| Digital billboards | 5,600 | as of the date of the release | — |
| Displays | 359,000 | as of the date of the release | — |
| Acquisition-adjusted consolidated expense non-GAAP | 1.21B | Year Ended December 31, 2025 | — |
| Acquisition-adjusted outdoor operating income non-GAAP | 1.17B | Year Ended December 31, 2025 | — |
| Outdoor operating income non-GAAP | 1.17B | Year Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LAMR
this stock
Lamar Advertising Co/New
|
$15.27B | +18.8% | +2.7% | 27.4 | 3.2% |
|
EQIX
Equinix Inc
|
$103.05B | +36.3% | +7.8% | 67.2 | 1.7% |
|
AMT
American Tower Corp /Ma/
|
$82.10B | +0.4% | +5.1% | 28.4 | 1.5% |
|
DLR
Digital Realty Trust, Inc.
|
$65.18B | +19.9% | +10.0% | — | 2.2% |
|
IRM
Iron Mountain Inc
|
$34.95B | +41.5% | +8.3% | 83.3 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LAMR | -0.3% | -6.0% | +10.6% | -6.0% | +18.8% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -0.7% | -9.0% | -2.9% | -9.0% | +6.0% |
Capital returns
Latest dividend
$1.60
/ share · ex Jun 16, 2026
Paid (TTM)
$6.55
/ share · 4 payouts
Dividend yield (TTM, derived)
4.36%
Buyback program
· as of Jun 30, 2026
Authorized
$400.00M
Spent (derived)
$150.00M
Remaining
$250.00M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1090425
CUSIP
512816109
13F (30d)
524 filings
496 filers
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