Lamar Advertising (LAMR) Resumen de Acciones
Lamar Advertising Company es una de las mayores empresas de publicidad exterior de Norteamérica, con más de 362.000 expositores en Estados Unidos y Canadá. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 2/6 |
| Dividendos | 5/6 |
LAMR Community Fair Values
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Analyst Price Targets
Competidores de Lamar Advertising Company
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$149.08 |
| Máximo en las últimas 52 semanas | US$166.33 |
| Mínimo de 52 semanas | US$114.45 |
| Beta | 1.2 |
| Cambio en 1 mes | -4.11% |
| Variación en 3 meses | -1.27% |
| Cambio de 1 año | 16.71% |
| Variación en 3 años | 76.45% |
| Variación en 5 años | 35.22% |
| Variación desde la OPV | 1,004.30% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 28
Lamar's Acquisition Prowess Outshines Realty Income
Summary Lamar Advertising demonstrates elite acquisition execution, using UPREIT structures to create value and drive consistent AFFO/share growth. LAMR leverages operational advantages and innovative deal structuring to achieve accretive transactions, evidenced by long-term performance and reduced leverage. Realty Income relies on standard spread investing, with large, often sloppy, M&A deals leading to slow AFFO/share growth and diminished premium multiples. I maintain a long position in LAMR, favoring its value-creating acquisitions over O's minimal value-add approach. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 08
LAMR: Broad-Based Ad Demand And Margin Strength Will Support A Fair Outlook
Lamar Advertising's analyst price target has been updated from $155.60 to $162.00 as analysts point to sustained best in class margins, an efficient lease portfolio, and recent price target increases up to $170. These factors suggest limited upside from current levels but support a higher fair value anchor.Recent updates
Seeking Alpha • Aug 28
Lamar's Acquisition Prowess Outshines Realty Income
Summary Lamar Advertising demonstrates elite acquisition execution, using UPREIT structures to create value and drive consistent AFFO/share growth. LAMR leverages operational advantages and innovative deal structuring to achieve accretive transactions, evidenced by long-term performance and reduced leverage. Realty Income relies on standard spread investing, with large, often sloppy, M&A deals leading to slow AFFO/share growth and diminished premium multiples. I maintain a long position in LAMR, favoring its value-creating acquisitions over O's minimal value-add approach. Read the full article on Seeking AlphaActualización de narrativa • Aug 08
LAMR: Broad-Based Ad Demand And Margin Strength Will Support A Fair Outlook
Lamar Advertising's analyst price target has been updated from $155.60 to $162.00 as analysts point to sustained best in class margins, an efficient lease portfolio, and recent price target increases up to $170. These factors suggest limited upside from current levels but support a higher fair value anchor.Actualización de narrativa • Jun 24
LAMR: Broad-Based Ad Demand And Upbeat Management Tone Will Support A Fair View
Analysts have lifted their price target on Lamar Advertising to $170, up $20. They cite a strong first quarter, broad-based demand across local, national, digital, airport, and political segments, and a more upbeat management tone.Actualización de narrativa • Jun 06
LAMR: Broad-Based Ad Recovery And AFFO Outlook Will Support A Fairly Valued View
The analyst fair value estimate for Lamar Advertising has increased from $139.80 to $155.60. This change is linked to recent price target raises and analyst commentary highlighting broad-based strength across local, national, digital, airport, and political advertising.Actualización de narrativa • Apr 29
LAMR: Event Calendar And AFFO Outlook Will Support A Fairly Valued Near Term View
The analyst price target for Lamar Advertising has increased from $140 to $150, with analysts citing steady like-for-like revenue growth in 2025 and expectations for continued momentum into 2026, supported by a robust event calendar and projected AFFO of $8.50 to $8.70 per share. Analyst Commentary Analysts are reacting to the higher US$150 price target by focusing on how Lamar Advertising is executing on its revenue base and what that could mean for cash flow and valuation over the next couple of years.Actualización de narrativa • Apr 12
LAMR: Event Calendar And AFFO Outlook Will Support A Balanced Near Term View
Analysts have raised their price target on Lamar Advertising to $150 from $140, reflecting their view that steady like-for-like revenue growth and expectations for 2026 AFFO in the $8.50 to $8.70 per share range support a slightly higher valuation framework. Analyst Commentary Bullish analysts see the higher US$150 price target as better aligned with Lamar Advertising's recent execution and the outlook for 2026, particularly given the consistency in like-for-like revenue and the visibility around AFFO per share.Actualización de narrativa • Mar 29
LAMR: Event Calendar And AFFO Outlook Will Support A More Constructive View
Narrative Update on Lamar Advertising Analysts have raised their price target on Lamar Advertising to $150 from $140, pointing to steady 4% like for like revenue growth in 2025, as well as expectations for a supportive 2026 event calendar and AFFO in the $8.50 to $8.70 per share range. Analyst Commentary Analysts recently adjusted their view on Lamar Advertising, focusing on the company’s recent revenue trends and projected AFFO range for the upcoming period.Actualización de narrativa • Mar 12
LAMR: Event Calendar And AFFO Outlook Will Shape A Balanced View
Analysts have raised their price target on Lamar Advertising to $150 from $140, citing steady like-for-like revenue growth and expectations for 2026 AFFO in the $8.50 to $8.70 per share range, supported by a busy event calendar. Analyst Commentary Bullish analysts see the higher US$150 price target as grounded in recent operating trends and the visibility they have into near term cash flow.Actualización de narrativa • Feb 25
LAMR: Event Calendar And Special Dividends Will Shape A Balanced Outlook
Analysts have lifted their price target for Lamar Advertising by $5 to $150, citing steady like-for-like revenue trends, an updated fair value of $139.80, and expectations for AFFO in the $8.50 to $8.70 per share range, supported by a robust 2026 event calendar. Analyst Commentary Analysts are reacting to Lamar Advertising's updated outlook by fine tuning their expectations for both growth and valuation, with a close eye on how the company executes into 2026.Actualización de narrativa • Feb 11
LAMR: Special Dividends And Stable Assumptions Will Support A Balanced Outlook
Analysts have maintained their price target for Lamar Advertising at $134.80, with only slight adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E. This reflects a broadly consistent view of the stock's valuation drivers.Actualización de narrativa • Jan 24
LAMR: Election And World Cup Tailwinds Will Support Resilient Yet Balanced Outlook
Analysts lifted their price target on Lamar Advertising to $128, up $6 from $122. They pointed to what they view as resilient out-of-home advertising trends and potential cyclical tailwinds from the 2026 midterm elections and FIFA World Cup.Actualización de narrativa • Jan 10
LAMR: Political And World Cup Tailwinds Support Resilient Yet Balanced Sector Position
Analysts have raised their price target on Lamar Advertising to $128 from $122, citing what they view as a resilient out-of-home ad channel and potential cyclical support from upcoming political and sporting events. Analyst Commentary JPMorgan lifted its price target on Lamar Advertising to $128 and kept a Neutral rating, framing the move around the relative strength of the out of home ad market and the potential boost from upcoming macro events such as U.S. midterm elections and the FIFA World Cup.Actualización de narrativa • Dec 25
LAMR: Political And World Cup Tailwinds Will Shape Resilient But Balanced Outlook
Lamar Advertising's analyst price target has inched higher by $1 to $128, as analysts point to the out of home channel's resilient momentum, a favorable 2026 sector backdrop, and expected cyclical tailwinds from political advertising and global sporting events. Analyst Commentary Recent commentary from JPMorgan highlights both supportive and cautionary factors for Lamar Advertising's valuation and growth outlook, shaping a nuanced risk reward profile at current levels.Actualización de narrativa • Dec 11
LAMR: Event Tailwinds And Sector Resilience Will Shape Balanced Forward Outlook
Analysts have modestly raised their price target on Lamar Advertising to $128, reflecting confidence in the out of home advertising sector's resilience and the potential cyclical tailwinds from the 2026 midterm elections and FIFA World Cup. Analyst Commentary Analysts view the latest price target revision as a balanced reflection of Lamar Advertising's solid fundamentals and the evolving competitive landscape within out of home media.Actualización de narrativa • Nov 27
LAMR: Event-Driven Tailwinds And Sector Resilience Will Shape Near-Term Performance
Analysts have raised their price target for Lamar Advertising from $122 to $128 per share. They cite the resilience of the out-of-home advertising sector and expectations for improved momentum leading up to major events such as the midterm elections and the FIFA World Cup.Actualización de narrativa • Nov 13
LAMR: Sector Resilience And Upcoming Events Will Shape Outlook Amid Competitive Pressures
Analysts have modestly increased their price target for Lamar Advertising, raising it from $130.20 to $133.80 per share. They cite resilience in the out-of-home advertising sector and anticipated cyclical tailwinds supporting the company's outlook.Actualización de narrativa • Sep 04
Digital Billboard Expansion Will Open Future Advertising Opportunities
Analysts have adopted a more cautious outlook for Lamar Advertising due to softer second-half growth expectations and potential Q2 EBITDA downside, resulting in the consensus price target holding steady at $130.20. Analyst Commentary Moderating forecasts due to a softer outlook for the back half of the year.Seeking Alpha • Feb 24
Lamar Advertising: Pullback Provides Opportunity (Rating Upgrade)
Summary 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. With a 6.7% AFFO yield and a 5% dividend yield, Lamar offers a compelling long-term return potential, justifying a "buy" rating on LAMR stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Lamar Advertising: Steady Performance But The Price Is Too High On The Billboard
Summary Lamar Advertising's Q3'24 results showed strong local and regional advertising, record political ad spending, and significant growth in programmatic sales, despite national advertiser weakness. The company’s balance sheet is robust with low leverage, ample liquidity, and a low cost of debt, positioning it well for future growth. Lamar's outlook is promising with raised 2024 AFFO guidance, plans for digital unit expansion, and potential growth from programmatic advertising and M&A activity. Despite steady growth and profitability, Lamar's current valuation seems fairly priced, leading to a 'hold' rating due to limited upside and expense growth concerns. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Lamar Advertising: Solid Fundamentals Are Increasingly In The Price (Rating Downgrade)
Summary Lamar shares have performed well, given solid business results and declining bond yields. LAMR's focus on local advertising and ongoing conversion to digital billboards are sources of strength, though Hurricane Helene may dampen results. Long-term yields may have bottomed, meaning this tailwind is already in the price, and with a 6% FFO yield, shares are not unattractive and also not particularly compelling. Read the full article on Seeking Alpha
Nueva narrativa • Aug 22
Elevated Growth And Calculated Acquisitions Propel Media Giant Forward Amid Ad Challenges
Solid local and regional demand, alongside programmatic advertising in digital out-of-home media, promises sustained revenue growth.Seeking Alpha • Jul 15
Lamar Advertising: A Unique REIT With Margin Expansion And AFFO Growth Potential
Summary Lamar Advertising is one of the largest outdoor advertising companies in the U.S. and owns several billboards and large physical displays. Over the last decade, the company has shown consistent growth on both the top and bottom line, with revenue and EBITDA growing at CAGRs of 5.4% and 6.4%, respectively. The latest quarter missed expectations, but management appears to be optimistic about the outlook, given their upward revision of full-year AFFO guidance and plans for increased distributions to shareholders. While I'm bullish on the company's outlook, I don't find a compelling margin of safety at current prices, hence my 'hold' rating for now. Read the full article on Seeking AlphaSeeking Alpha • May 06
Lamar Advertising: A Solid Q1 With Dividend Hikes Likely To Come
Summary Lamar Advertising has generated moderate performance, gaining 13% in the past year and offering a secure 4% dividend. Q1 results showed revenue growth of 5.7% and adjusted funds from operations rose by 9.2%. The company's focus on local advertising and diverse customer base reduces risk, and the ongoing recovery in travel and increased commuting bode well for billboard advertising. Management communicated a dividend hike is likely, and I anticipate further guidance increases. Read the full article on Seeking AlphaRentabilidad de los accionistas
| LAMR | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | -1.1% | -0.6% | -0.9% |
| 1Y | 16.7% | 2.3% | 13.9% |
Rentabilidad vs. Industria: LAMR superó a la industria US Specialized REITs, que obtuvo un rendimiento del 2.3% el año pasado.
Rentabilidad vs. Mercado: LAMR superó al mercado US, que obtuvo un rendimiento del 13.9% el año pasado.
Volatilidad de los precios
| LAMR volatility | |
|---|---|
| LAMR Average Weekly Movement | 2.7% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: LAMR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de LAMR (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1902 | 3,500 | Sean Reilly | www.lamar.com |
Lamar Advertising Company es una de las mayores empresas de publicidad exterior de Norteamérica, con más de 362.000 pantallas en Estados Unidos y Canadá. Lamar ofrece a los anunciantes una gran variedad de formatos de vallas publicitarias, logotipos interestatales, publicidad en tránsito y en aeropuertos, que ayudan tanto a las empresas locales como a las marcas nacionales a llegar cada día a un público más amplio. Además de su inventario más tradicional de publicidad exterior, Lamar se enorgullece de ofrecer a sus clientes la mayor red de vallas digitales de Estados Unidos, con más de 5.400 pantallas.
Resumen de fundamentos de Lamar Advertising Company
| Estadísticas fundamentales de LAMR | |
|---|---|
| Capitalización bursátil | US$15.14b |
| Beneficios(TTM) | US$555.71m |
| Ingresos (TTM) | US$2.33b |
27.2x
Ratio precio-beneficio (PE)6.5x
Ratio precio-ventas (PS)¿Está LAMR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de LAMR | |
|---|---|
| Ingresos | US$2.33b |
| Coste de los ingresos | US$757.62m |
| Beneficio bruto | US$1.57b |
| Otros gastos | US$1.01b |
| Beneficios | US$555.71m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 5.47 |
| Margen bruto | 67.43% |
| Margen de beneficio neto | 23.89% |
| Ratio deuda/patrimonio | 353.1% |
¿Cómo se ha desempeñado LAMR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
4.5%
Rentabilidad actual por dividendo78%
Ratio de pagos¿Paga LAMR dividendos fiables?
Ver historial de dividendos e índices de referencia de LAMR| fechas de dividendos de Lamar Advertising | |
|---|---|
| Fecha ex dividendo | Sep 21 2026 |
| Fecha de pago de dividendos | Sep 30 2026 |
| Días hasta ex dividendo | 7 days |
| Días hasta la fecha de pago de dividendos | 16 days |
¿Paga LAMR dividendos fiables?
Ver historial de dividendos e índices de referencia de LAMRAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/14 09:10 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Lamar Advertising Company está cubierta por 24 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| George Hawkey | Barclays |
| Anthony DiClemente | Barclays |
| Christopher Li | BofA Global Research |