LAMR

Lamar Advertising Company
NasdaqGSUSDEQUITY Real Estate DELAYED
Last price
144.74
▲ 0.81 (0.56%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
—
Prev close
143.93
Day high
145.05
Day low
143.00
Volume
548.28K
Market cap
$14.70B
P/E (TTM)
26.41
52W range
114.45 – 166.33

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
-0.84% -2.8%
1M
-3.99% -5.1%
3M
-9.59% -14.1%
6M
+12.40% -5.8%
YTD
+14.35% +0.1%
1Y
+17.46% +1.0%
3Y
+73.40% -8.8%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on LAMR open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
-12.64K
Net selling
Buy transactions
10
5.46K shares
Sell transactions
2
18.10K shares
Net transactions
+12
Buys less sells
Sell : buy shares
3.3 : 1
Mixed
Insider-held shares
826.61K
Total on file
Bought 5.46KSold 18.10K

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Sep 14, 26
REIFENHEISER THOMAS V
Director
SELL 8.10K $1.21M Direct
Jun 23, 26
REIFENHEISER THOMAS V
Director
STOCK 328 $0 Direct
Jun 12, 26
REILLY ANNA L
Director
STOCK 485 $0 Direct
May 14, 26
REIFENHEISER THOMAS V
Director
STOCK 542 $0 Direct
May 14, 26
MUMBLOW STEPHEN P
Director
STOCK 678 $0 Direct
May 14, 26
THOMPSON ELIZABETH MARY
Director
STOCK 542 $0 Direct
May 14, 26
FLETCHER NANCY
Director
STOCK 644 $0 Direct
May 14, 26
LANDRIEU MITCHELL
Director
STOCK 542 $0 Direct
May 14, 26
REILLY WENDELL S
Director
STOCK 508 $0 Direct
May 14, 26
KOERNER JOHN E III
Director
STOCK 644 $0 Direct
May 14, 26
LOEB MARSHALL A
Director
STOCK 542 $0 Direct
May 11, 26
JOHNSON JAY LECORYELLE
Chief Financial Officer
SELL 10.00K $1.57M Direct
Mar 23, 26
REILLY ROSS LAMAR
Officer
CONVERSION 9.00K $592.38K Direct
Mar 23, 26
REILLY ROSS LAMAR
Officer
SELL 5.97K $767.91K Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

10 reporting
NameRelationShares heldLatest
FLETCHER NANCY
Director 7.05K Stock Award(Grant)
KOERNER JOHN E III
Director 34.42K Stock Award(Grant)
LANDRIEU MITCHELL
Director 1.19K Stock Award(Grant)
LOEB MARSHALL A
Director 6.42K Stock Award(Grant)
MUMBLOW STEPHEN P
Director 9.38K Stock Award(Grant)
REIFENHEISER THOMAS V
Director 36.39K Sale
REILLY ANNA L
Director 148.46K Stock Award(Grant)
REILLY ROSS LAMAR
Officer 15.85K Conversion of Exercise of derivative security
REILLY WENDELL S
Director 12.67K Stock Award(Grant)
THOMPSON ELIZABETH MARY
Director 5.61K Stock Award(Grant)

Fundamentals

TTM · reported
Market cap$14.70B
Enterprise value$19.62B
Revenue (TTM)$2.33B
Gross profit$1.57B
EBITDA$1.06B
Net income$555.71M
EPS (TTM)$5.48
Free cash flow$558.69M
Total cash$67.95M
Total debt$4.98B
Book value / share$9.67
Shares outstanding87.13M
Float86.35M
Short % of float7.64%
Dividend yield4.56%
Beta (5Y)1.23

Valuation & profitability ratios

Account required
Trailing P/E26.41
Forward P/E22.34
PEG ratio2.20
Price / sales—
Price / book14.97
EV / revenue8.44
EV / EBITDA18.53
Gross margin67.43%
Operating margin33.28%
Profit margin23.91%
Return on equity59.43%
Return on assets6.60%
Debt / equity500.11
Current ratio0.63
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 4 years · 5 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $2.27B$2.21B$2.11B$2.03B +2.7%
Operating revenue $2.27B$2.21B$2.11B$2.03B +2.7%
Cost of revenue $746.86M$727.88M$696.80M$667.29M +2.6%
Gross profit $1.52B$1.48B$1.41B$1.36B +2.7%
Selling, general & admin $368.75M$361.13M$344.78M$350.62M +2.1%
Total operating expense $821.24M$953.25M$744.23M$802.57M -13.8%
Operating income $698.12M$525.98M$669.96M$562.28M +32.7%
Net interest income -$157.86M-$169.39M-$172.40M-$126.22M +6.8%
Pre-tax income $614.39M$367.47M$506.62M$456.10M +67.2%
Tax provision $21.33M$4.53M$9.78M$17.45M +370.7%
Net income $587.15M$361.87M$495.76M$438.65M +62.3%
Net income to common $586.79M$361.50M$495.40M$438.28M +62.3%
Basic EPS 5.783.544.864.32 +63.3%
Diluted EPS 5.773.524.854.31 +63.9%
EBIT $774.84M$539.18M$681.13M$583.61M +43.7%
EBITDA $1.10B$1.00B$974.55M$933.06M +9.9%
Basic shares 101.55M102.26M101.92M101.53M -0.7%
Diluted shares 101.63M102.56M102.11M101.63M -0.9%

Options analytics

Account required
Put / call volume
0.39
Call-heavy session
Put / call open interest
0.45
Positioning, not flow
Max pain
145.00
+0.2% from spot
ATM implied vol
0.4%
Nearest strike to spot
Skew (10% OTM)
0.0%
Calls bid over puts
Call volume
291
Contracts, this expiry
Put volume
114
Contracts, this expiry
Heaviest call OI
155.00
263 contracts
Heaviest put OI
130.00
75 contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 1.581.56 -1.6%
Mar 2026 0.840.88 +4.7%
Dec 2025 1.571.50 -4.2%
Sep 2025 1.481.40 -5.5%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 1.65 1 $620.87M +6.0%
Next quarter 1.73 1 $631.31M +5.9%
Current year 6.06 2 $2.40B +5.8%
Next year 6.48 1 $2.49B +3.9%

Analyst targets & ownership

Account required
Mean target$162.20
High target$170.00
Low target$151.00
Implied upside12.06%
Analyst count5
ConsensusHOLD
Strong buy / Buy0 / 1
Hold5
Sell / Strong sell0 / 0
Held by insiders0.81%
Held by institutions100.17%
Institutions holding964
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
144.31
+0.30% from price
SMA 20
145.94
-0.82% from price
SMA 50
151.12
-4.22% from price
SMA 100
152.77
-5.26% from price
SMA 200
142.62
+1.49% from price
EMA 12
144.97
-0.16% from price
EMA 26
146.91
-1.48% from price
EMA 50
149.13
-2.94% from price
RSI (14)
40.2
Neutral
MACD (12,26,9)
-1.95
Hist 0.16
ATR (14)
2.48
1.72% of price
Realised vol 30D
10.3%
Annualised
Bollinger upper
149.83
20, 2σ
Bollinger lower
142.04
20, 2σ
50 / 200 cross
Golden
151.12 vs 142.62
Trend bias
Above 200
+1.49%

Options chain

Account required
Expiry
Spot 144.74
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
0.35
Less volatile than market
Correlation to SPY
0.22
Largely independent
Realised vol 30D
10.3%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-12.8%
Peak to trough
Max drawdown 5Y
-35.8%
Peak to trough
ATR 14
2.48
1.72% of price
Beta (reported)
1.23
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
3.13M
Prior 3.21M
Change vs prior
-2.4%
Shorts covering
% of float
7.64%
Normal
% of shares out
3.08%
Against total outstanding
Days to cover
6.9
Crowded exit
Float
86.35M
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Rating changes

101 on file
DateFirm ActionFromTo
Aug 12, 26 Wells Fargo MAINTAINED Equal-Weight Equal-Weight
Aug 7, 26 JP Morgan MAINTAINED Neutral Neutral
Jul 10, 26 Citigroup DOWNGRADE Buy Neutral
May 14, 26 TD Cowen MAINTAINED Buy Buy
May 8, 26 Wells Fargo MAINTAINED Equal-Weight Equal-Weight
Feb 24, 26 Wells Fargo MAINTAINED Equal-Weight Equal-Weight
Nov 13, 25 Citigroup MAINTAINED Buy Buy
Nov 12, 25 JP Morgan MAINTAINED Neutral Neutral
Aug 11, 25 Wells Fargo MAINTAINED Equal-Weight Equal-Weight
Aug 11, 25 JP Morgan MAINTAINED Neutral Neutral
Aug 4, 25 Morgan Stanley MAINTAINED Equal-Weight Equal-Weight
May 29, 25 Citigroup UPGRADE Neutral Buy

Dividends & splits

Declared · from the issuer
Forward rate$6.60 / yr
Forward yield4.56%
5-year avg yield4.32%
Payout ratio114.96%
Ex-dividend dateSep 21, 2026
Next pay dateSep 30, 2026
Last split3:2
Split dateMar 2, 1998

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.