Lamar Advertising（LAMR）株式概要
ラマ広告社は北米最大級の屋外広告会社で、米国とカナダ全土に36万2,000以上のディスプレイを展開している。 詳細
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Analyst Price Targets
Lamar Advertising Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$153.10 |
| 52週高値 | US$158.69 |
| 52週安値 | US$113.66 |
| ベータ | 1.21 |
| 1ヶ月の変化 | 13.96% |
| 3ヶ月変化 | 15.96% |
| 1年変化 | 32.77% |
| 3年間の変化 | 68.06% |
| 5年間の変化 | 46.06% |
| IPOからの変化 | 1,034.07% |
最新ニュース
Recent updates
Seeking Alpha • May 07
Lamar Advertising: Improving National Demand Adds To The Bull Case
Summary Lamar Advertising remains a "Buy," supported by resilient business fundamentals and robust Q1 results, with shares at a 52-week high. Q1 revenue grew 4% to $528 million, AFFO rose 7.5% to $1.72, and digital billboards now comprise 30% of LAMR’s business. A strong balance sheet (3x leverage) enables $1.3 billion in M&A capacity, supporting ongoing bolt-on acquisitions and potential buybacks. Management expects results to trend toward the high end of $8.50-$8.70 AFFO guidance, with a secure 4.4% dividend yield and 10% long-term return potential. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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 Alpha株主還元
| LAMR | US Specialized REITs | US 市場 | |
|---|---|---|---|
| 7D | 5.2% | 3.7% | 1.1% |
| 1Y | 32.8% | 4.6% | 28.7% |
業界別リターン: LAMR過去 1 年間で4.6 % の収益を上げたUS Specialized REITs業界を上回りました。
リターン対市場: LAMR過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| LAMR volatility | |
|---|---|
| LAMR Average Weekly Movement | 3.7% |
| Specialized REITs Industry Average Movement | 3.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LAMR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LAMRの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1902 | 3,500 | Sean Reilly | www.lamar.com |
ラマ広告社は、北米最大級の屋外広告会社であり、米国およびカナダ全土に362,000以上のディスプレイを展開しています。ラマー社は、ビルボード、州間ロゴ、交通広告、空港広告などさまざまな広告フォーマットを広告主に提供し、地元企業から全国的なブランドまで、幅広いオーディエンスに毎日リーチできるよう支援しています。より伝統的なアウトオブホームの在庫に加え、ラマー社は5,400以上のディスプレイを持つ米国最大のデジタル・ビルボード・ネットワークを顧客に提供できることを誇りに思っています。ラマー広告社は1902年にデラウェア州で設立され、米国バトンルージュに本社を置いています。
Lamar Advertising Company 基礎のまとめ
| LAMR 基礎統計学 | |
|---|---|
| 時価総額 | US$15.54b |
| 収益（TTM） | US$549.32m |
| 売上高(TTM) | US$2.29b |
28.3x
PER（株価収益率6.8x
P/SレシオLAMR は割高か？
公正価値と評価分析を参照収益と収入
| LAMR 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.29b |
| 売上原価 | US$750.18m |
| 売上総利益 | US$1.54b |
| その他の費用 | US$989.12m |
| 収益 | US$549.32m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.41 |
| グロス・マージン | 67.22% |
| 純利益率 | 24.00% |
| 有利子負債／自己資本比率 | 356.0% |
LAMR の長期的なパフォーマンスは？
過去の実績と比較を見る| Lamar Advertising 配当日 | |
|---|---|
| 配当落ち日 | Jun 16 2026 |
| 配当支払日 | Jun 30 2026 |
| 配当落ちまでの日数 | 22 days |
| 配当支払日までの日数 | 36 days |
LAMR 配当は確実ですか？
LAMR 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/24 12:20 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lamar Advertising Company 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Anthony DiClemente | Barclays |
| George Hawkey | Barclays |
| Frederick Moran | Benchmark Company |