What is the 13F Pro Quality Score for LAMR?

13F Pro ranks LAMAR ADVERTISING CO/NEW (LAMR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LAMR's current score at https://13fpro.ai/company/LAMR (free sign-up required for the full ranking).

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.

What sector is LAMR in?

LAMAR ADVERTISING CO/NEW (LAMR) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

What drives LAMR's revenue?

Per LAMAR ADVERTISING CO/NEW's latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Billboard advertising ($552.3M, +7.8% YoY); Transit advertising ($41.0M, -6.4% YoY); Logo advertising ($23.5M, +0.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LAMR.

What are LAMR's largest expenses?

LAMAR ADVERTISING CO/NEW's latest 10-Q reports these as the largest expense items: Direct advertising expenses ($194.2M, +4.0% YoY); General and administrative expenses ($96.2M, +7.7% YoY); Depreciation and amortization ($84.4M, +8.1% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is LAMR research updated on 13F Pro?

LAMR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LAMAR ADVERTISING CO/NEW(LAMR)Stock Analysis

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Why LAMR Scores 65/100

exact factor attribution · 2026-08-29

LAMR's composite is driven by profitability and free cash flow, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.0 pts

83th pct

Free cash flow

+4.5 pts

80th pct

Capital efficiency

+3.1 pts

81th pct

Scale

+2.7 pts

68th pct

Institutional flow

+1.9 pts

89th pct

Earnings growth

+1.1 pts

72th pct

Earnings quality

+0.0 pts

50th pct

▲2

Shareholder dilution

-0.2 pts

46th pct

Revenue growth

-2.8 pts

36th pct

Latest change (2026-08-06): 68 → 67 · ↓ Earnings growth 59→44

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LAMR Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for LAMAR ADVERTISING CO/NEW (LAMR), 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. LAMAR ADVERTISING CO/NEW's 13F Pro composite quality score has ranged between 64 and 67 since 2026, currently 65.4 — a stable long-term trajectory across 45 quarterly and live scoring snapshots.

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

AI-extracted from LAMAR ADVERTISING CO/NEW's 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 →Share on X

Revenue

Q2 2026

$616.7M

Net Income

Q2 2026

$160.7M

Free Cash Flow

Q2 2026

$209.7M

Operating Margin

Q2 2026

33.7%

ROIC

Q2 2026

18.4%

D/E Ratio

Q2 2026

3.53

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+2.7% YoY

$2.27BFY 2025

FY22 $2.03BFY23 $2.11BFY24 $2.21BFY25 $2.27B

Net Income

+62.3% YoY

$587.2MFY 2025

FY22 $438.6MFY23 $495.8MFY24 $361.9MFY25 $587.2M

Operating Income

+45.5% YoY

$774.1MFY 2025

FY22 $578.0MFY23 $675.4MFY24 $532.0MFY25 $774.1M

EPS (Diluted)

+63.9% YoY

$5.77FY 2025

FY22 $4.31FY23 $4.85FY24 $3.52FY25 $5.77

Total Assets

+5.2% YoY

$6.93BFY 2025

FY22 $6.48BFY23 $6.56BFY24 $6.59BFY25 $6.93B

Total Debt

+6.5% YoY

$3.42BFY 2025

FY22 $3.31BFY23 $3.34BFY24 $3.21BFY25 $3.42B

Op. Cash Flow

-1.1% YoY

$864.0MFY 2025

FY22 $781.6MFY23 $783.6MFY24 $873.6MFY25 $864.0M

Free Cash Flow

-8.7% YoY

$683.2MFY 2025

FY22 $614.5MFY23 $605.3MFY24 $748.3MFY25 $683.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.27B +2.7%	$2.21B +4.6%	$2.11B +3.9%	$2.03B +13.7%	$1.79B +13.9%	$1.57B
Net Income	$587.2M +62.3%	$361.9M -27.0%	$495.8M +13.0%	$438.6M +13.0%	$388.1M +59.5%	$243.4M
Operating Income	$774.1M +45.5%	$532.0M -21.2%	$675.4M +16.9%	$578.0M +10.9%	$521.2M +27.1%	$410.1M
EPS (Diluted)	$5.77 +63.9%	$3.52 -27.4%	$4.85 +12.5%	$4.31 +12.5%	$3.83 +58.9%	$2.41
Total Assets	$6.93B +5.2%	$6.59B +0.3%	$6.56B +1.4%	$6.48B +7.1%	$6.05B +4.4%	$5.79B
Total Debt	$3.42B +6.5%	$3.21B -3.9%	$3.34B +0.9%	$3.31B +9.9%	$3.01B +4.4%	$2.89B
Operating Cash Flow	$864.0M -1.1%	$873.6M +11.5%	$783.6M +0.3%	$781.6M +6.4%	$734.4M +28.9%	$569.9M
Free Cash Flow	$683.2M -8.7%	$748.3M +23.6%	$605.3M -1.5%	$614.5M +1.0%	$608.3M +19.8%	$507.6M

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Available Research

13F Pro tracks comprehensive data for LAMAR ADVERTISING CO/NEW including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LAMR

BlackRock, Inc.
$1.5B9,614,182 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B7,506,411 sh
VANGUARD CAPITAL MANAGEMENT LLC
$612.6M3,927,671 sh
FMR LLC
$494.5M3,170,047 sh
GEODE CAPITAL MANAGEMENT, LLC
$438.0M2,807,453 sh
STATE STREET CORP
$425.6M2,728,605 sh
Jupiter Topco LLC
$425.0M2,724,525 sh
VICTORY CAPITAL MANAGEMENT INC
$365.4M2,342,304 sh
Boston Partners
$361.5M2,317,282 sh
WELLINGTON MANAGEMENT GROUP LLP
$331.6M2,125,742 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	9,614,182
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	7,506,411
VANGUARD CAPITAL MANAGEMENT LLC	$612.6M	3,927,671
FMR LLC	$494.5M	3,170,047
GEODE CAPITAL MANAGEMENT, LLC	$438.0M	2,807,453
STATE STREET CORP	$425.6M	2,728,605
Jupiter Topco LLC	$425.0M	2,724,525
VICTORY CAPITAL MANAGEMENT INC	$365.4M	2,342,304
Boston Partners	$361.5M	2,317,282
WELLINGTON MANAGEMENT GROUP LLP	$331.6M	2,125,742

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Is LAMR a good stock to buy?

13F Pro's AI-powered analysis of LAMAR ADVERTISING CO/NEW (LAMR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LAMR are available on the LAMR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LAMR is classified as a large company.

Which hedge funds own LAMR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LAMR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LAMAR ADVERTISING CO/NEW's investment landscape.