Lamar Advertising Gestion
Gestion contrôle des critères 4/4
Le PDG Lamar Advertising est Sean Reilly, nommé en Feb2011, a un mandat de 15.42 ans. La rémunération annuelle totale est $ 8.46M, composée du salaire de 10.6% et des bonus 89.4%, y compris les actions et options de la société. détient directement 1.54% des actions de la société, d'une valeur de $ 248.41M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.4 ans et 20 ans.
Informations clés
Sean Reilly
Directeur général
US$8.5m
Rémunération totale
| Pourcentage du salaire du PDG | 10.63% |
| Durée du mandat du directeur général | 15.4yrs |
| Propriété du PDG | 1.5% |
| Durée moyenne d'occupation des postes de direction | 6.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 20yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Jul 17
Lamar Advertising: The Market Has Finally Caught Up To Its True Potential (Downgrade)
Summary Lamar Advertising Company is downgraded to Hold as its current price now reflects fair value after a 42% return since the last Buy rating. LAMR’s digital billboard pivot and accretive M&A drive strong AFFO growth potential, with 2026 guidance at $8.50–$8.70 per share supporting a 74% dividend payout ratio. Digital billboards pivot to offer significant potential to transform into the industry's next stage, although macro headwinds could pressure near-term advertising budgets and consumers. Intrinsic value is estimated at $165.40 per share, nearly identical to the current price, making risk-reward too balanced for a new buying opportunity. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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
Nouveau récit • 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 AlphaSeeking Alpha • Mar 04
Lamar's Tight Expense Control Facilitates Reliable Growth
Summary Lamar Advertising reported strong numbers despite external headwinds such as weak ad spending and political advertising downturn. The company's success is attributed to its efficient operations, cost-saving measures, and disciplined capital spending. Lamar's 2024 guidance exceeded consensus estimates, and the stock looks undervalued. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$549m |
| Dec 31 2025 | US$8m | US$900k | US$587m |
| Sep 30 2025 | n/a | n/a | US$433m |
| Jun 30 2025 | n/a | n/a | US$439m |
| Mar 31 2025 | n/a | n/a | US$422m |
| Dec 31 2024 | US$9m | US$900k | US$362m |
| Sep 30 2024 | n/a | n/a | US$512m |
| Jun 30 2024 | n/a | n/a | US$504m |
| Mar 31 2024 | n/a | n/a | US$498m |
| Dec 31 2023 | US$6m | US$700k | US$495m |
| Sep 30 2023 | n/a | n/a | US$412m |
| Jun 30 2023 | n/a | n/a | US$419m |
| Mar 31 2023 | n/a | n/a | US$422m |
| Dec 31 2022 | US$6m | US$700k | US$438m |
| Sep 30 2022 | n/a | n/a | US$495m |
| Jun 30 2022 | n/a | n/a | US$456m |
| Mar 31 2022 | n/a | n/a | US$442m |
| Dec 31 2021 | US$6m | US$700k | US$388m |
| Sep 30 2021 | n/a | n/a | US$373m |
| Jun 30 2021 | n/a | n/a | US$329m |
| Mar 31 2021 | n/a | n/a | US$241m |
| Dec 31 2020 | US$4m | US$700k | US$243m |
| Sep 30 2020 | n/a | n/a | US$237m |
| Jun 30 2020 | n/a | n/a | US$274m |
| Mar 31 2020 | n/a | n/a | US$361m |
| Dec 31 2019 | US$5m | US$700k | US$372m |
Rémunération vs marché: La rémunération totale de Sean ($USD 8.46M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.63M ).
Rémunération et revenus: La rémunération de Sean a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Sean Reilly (64 yo)
15.4yrs
Titularisation
US$8,463,353
Compensation
Mr. Sean E. Reilly, J.D., served as Director of Skyhawk Therapeutics, Inc. until June 2025. He has been Chief Executive Officer of Lamar Advertising Company since February 2011. He has been President of La...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman | 42.4yrs | US$3.21m | 2.75% $ 444.2m | |
| CEO & President | 15.4yrs | US$8.46m | 1.54% $ 248.4m | |
| Executive VP | 6.8yrs | US$4.74m | 0% $ 0 | |
| Executive Vice President of Operations | 6yrs | pas de données | pas de données | |
| Senior Vice President of Technology & Innovation | 4.9yrs | pas de données | pas de données | |
| Secretary & General Counsel | no data | pas de données | pas de données | |
| Executive Vice President of Sales & Marketing | 9.6yrs | pas de données | pas de données | |
| Executive Vice President of Human Resources | no data | pas de données | pas de données | |
| Executive Vice President of Governmental Relations | 5yrs | pas de données | pas de données | |
| Executive Vice President of Business Development | no data | pas de données | pas de données | |
| Executive VP & Central Regional Manager | no data | pas de données | pas de données | |
| Executive VP & Atlantic Regional Manager | no data | pas de données | pas de données |
6.4yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de LAMR est chevronnée et expérimentée (6.4 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman | 42.4yrs | US$3.21m | 2.75% $ 444.2m | |
| Independent Director | 27.5yrs | US$183.50k | 0.0092% $ 1.5m | |
| Independent Director | 18.6yrs | US$167.50k | 0.034% $ 5.5m | |
| Independent Director | 8.2yrs | US$141.25k | 0.0063% $ 1.0m | |
| Independent Director | 26.5yrs | US$167.50k | 0.044% $ 7.1m | |
| Non-Independent Director | 25.5yrs | US$125.00k | 1.13% $ 183.1m | |
| Non-Independent Director | 21.5yrs | US$127.00k | 0.51% $ 81.8m | |
| Independent Director | 6.2yrs | US$135.00k | 0.0069% $ 1.1m | |
| Independent Director | 1.2yrs | US$112.50k | 0.0012% $ 189.3k | |
| Independent Director | 7.2yrs | US$133.00k | 0.0055% $ 894.8k |
20.0yrs
Durée moyenne de l'emploi
69.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la LAMR est chevronné et expérimenté ( 20 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/27 00:02 |
| Cours de l'action en fin de journée | 2026/07/27 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Lamar Advertising Company est couverte par 24 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Anthony DiClemente | Barclays |
| George Hawkey | Barclays |
| Frederick Moran | Benchmark Company |