LAMR is the ticker symbol for LAMAR ADVERTISING CO/NEW, a publicly traded Real Estate sector company listed on Nasdaq. 13F Pro tracks LAMR with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is LAMR a good stock to buy?

LAMR is tracked on 13F Pro with SEC EDGAR data, but is not currently included in our 32-signal AI quality ranking. The full company profile with financials and AI insights is at https://13fpro.ai/company/LAMR.

Where does 13F Pro source LAMR data?

All LAMAR ADVERTISING CO/NEW fundamentals and ownership data come directly from SEC EDGAR. LAMAR ADVERTISING CO/NEW files with the SEC under CIK 1090425. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

LAMAR ADVERTISING CO/NEW(LAMR)— Stock Profile, AI Score & Financials

Real Estate · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

LAMAR ADVERTISING CO/NEW (LAMR) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro tracks LAMR using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), LAMAR ADVERTISING CO/NEW reports quarterly revenue of $616.7M, net income of $160.7M, an operating margin of 33.7%. Top institutional holders of LAMR by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LAMR trades on the Nasdaq exchange and files with the SEC under CIK 1090425. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LAMR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LAMAR ADVERTISING CO/NEW directly from SEC EDGAR.

AI Rank

#41

Revenue

$616.7M

Net Income

$160.7M

Free Cash Flow

$209.7M

Operating Margin

33.7%

LAMR key financials by period

LAMAR ADVERTISING CO/NEW reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$2.3B	$587.2M	34.2%
FY 2024	10-K	$2.2B	$361.9M	24.1%
FY 2023	10-K	$2.1B	$495.8M	32.0%
FY 2022	10-K	$2.0B	$438.6M	28.4%
FY 2021	10-K	$1.8B	$388.1M	29.2%
FY 2020	10-K	$1.6B	$243.4M	26.1%

Institutions holding LAMR

Institutional investors reporting a position in LAMAR ADVERTISING CO/NEW on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	9,614,182	$1.5B	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	7,506,411	$1.2B	2026-06-30
VANGUARD CAPITAL MANAGEMENT	3,927,671	$612.6M	2026-06-30
FMR	3,170,047	$494.5M	2026-06-30
GEODE CAPITAL MANAGEMENT	2,807,453	$438.0M	2026-06-30
STATE STREET	2,728,605	$425.6M	2026-06-30
Jupiter Topco	2,724,525	$425.0M	2026-06-30
VICTORY CAPITAL MANAGEMENT	2,342,304	$365.4M	2026-06-30
Boston Partners	2,317,282	$361.5M	2026-06-30
WELLINGTON MANAGEMENT GROUP LLP	2,125,742	$331.6M	2026-06-30

SEC EDGAR: CIK 1090425 →

LAMAR ADVERTISING CO/NEW

LAMR

NasdaqLarge CapReal Estate

Price Chart

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

What's Driving LAMR's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Lamar's Q2 FY2026 net revenues rose 6.5% YoY to $616.7M on billboard strength (+7.8%), while adjusted EBITDA grew 9.0% to $303.4M even as stock-based compensation nearly doubled YoY.

Biggest Revenue Drivers

Billboard advertising$552.3M+7.8% YoY

Primary driver of the quarter's revenue increase per management's discussion

Transit advertising$41.0M-6.4% YoY

Decline partially offset gains in billboard and logo revenue

Biggest Revenue Drivers

Total revenue: $616.7M+6.5% YoY

Billboard advertising$552.3M+7.8% YoY

Primary driver of the quarter's revenue increase per management's discussion

Transit advertising$41.0M-6.4% YoY

Decline partially offset gains in billboard and logo revenue

Logo advertising$23.5M+0.9% YoY

Largest Expense Items

Direct advertising expenses$194.2M+4.0% YoY

Excludes depreciation and amortization; tied to operations of outdoor advertising assets

General and administrative expenses$96.2M+7.7% YoY

Part of an $18.2M combined increase in direct, G&A and corporate expenses tied to asset operations

Depreciation and amortization$84.4M+8.1% YoY

Primarily related to acquisitions and capital expenditures completed in the last twelve months

Margins: Adjusted EBITDA increased 9.0% to $303.4M, driven by a $29.9M increase in gross margin (net revenues less direct advertising expense), partly offset by a $5.0M rise in G&A and corporate expenses excluding stock-based compensation.

Watch Items from the Filing

Stock-based compensation expense rose to $14.1M in Q2 2026 from $7.1M in Q2 2025, nearly doubling and weighing on adjusted EBITDA growth despite the increase.
Approximately $1.04 billion (29.3% of long-term debt) bears variable interest rates; a 200bp rate increase would have raised six-month interest expense by ~$9.5 million.
As a REIT, the company must distribute at least 90% of REIT taxable income annually; it expects aggregate 2026 quarterly distributions of at least $6.50 per share.
Working capital deficit improved to $293.4 million at June 30, 2026 from $334.3 million at year-end 2025, driven by higher receivables.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →