LAMAR ADVERTISING CO/NEW(LAMR)Stock Analysis
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Rank #446 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LAMR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for LAMAR ADVERTISING CO/NEW (LAMR), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores LAMR at 67.8/100 on a 32-signal composite quality model, placing it at rank #446 of 2,879 stocks — the top 25% of the AI-ranked universe. LAMR scores in the top quartile across profitability (87.6), free cash flow (83.8), balance sheet strength (80.8). Areas of concern include institutional flow (31.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 47.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), LAMAR ADVERTISING CO/NEW reports quarterly revenue of $528.0M, net income of $101.3M, an operating margin of 27.7%. 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 66 and 70 since 2026, currently 67.8 — a stable long-term trajectory across 10 quarterly and live scoring snapshots.
What's Driving LAMR's Business? Latest 10-Q Breakdown
✓ 25/25 datapoints verifiedAI-extracted from LAMAR ADVERTISING CO/NEW's 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenues increased 4.5% YoY to $528.0M driven by billboard strength, but income before tax fell 31.2% due to lower gains on asset dispositions versus prior year's Vistar Media sale.
Biggest Revenue Drivers
Total revenue: $528.0M+4.5% YoY
Increase in occupancy and rate increases on existing displays, plus acquisitions completed during the last twelve months.
Growth in logo segment revenue.
Decline in transit revenue compared to prior year period.
Largest Expense Items
Operating costs to maintain and service outdoor advertising displays, including operating lease costs of $86.1M.
Increase primarily related to acquisitions and capital expenditures completed in the last twelve months.
Infrastructure, support, and administrative functions related to outdoor advertising operations.
Margins: Gross margin (net revenues less direct advertising expenses, exclusive of depreciation) expanded by $19.9M YoY, offset partially by $2.5M increase in general and administrative and corporate expenses. Adjusted EBITDA margins improved 7.7% to $226.3M as operating leverage drove better profitability.
Watch Items from the Filing
- Revolving credit facility matures July 31, 2028, with springing maturity test tied to February 15, 2028 maturity of $600M 3 3/4% Notes; if insufficient liquidity at 91-day test date, facility matures earlier.
- Variable rate debt of $1.02B (29% of total long-term debt) bears interest at weighted average 5.0%; 200 bps rate increase would add ~$4.6M quarterly interest expense.
- Operating income declined $45.2M YoY due to $57.2M lower gains on asset dispositions; 2025 included $67.7M gain from Vistar Media sale, 2026 included only $12.6M gain.
- Total debt increased to $3.52B at March 31, 2026 from $3.45B at December 31, 2025; $58.6M in acquisitions completed during Q1 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$528.0M
Net Income
Q1 2026
$101.3M
Free Cash Flow
Q1 2026
$114.3M
Operating Margin
Q1 2026
27.7%
D/E Ratio
Q1 2026
3.56
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+7.4% YoYNet Income
+18.4% YoYOperating Income
+14.6% YoYEPS (Diluted)
+19.0% YoYTotal Assets
+5.6% YoYTotal Debt
+2.3% YoYOp. Cash Flow
+10.3% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.27B +7.4% | $2.11B +3.9% | $2.03B +13.7% | $1.79B +13.9% | $1.57B -10.5% | $1.75B |
| Net Income | $587.2M +18.4% | $495.8M +13.0% | $438.6M +13.0% | $388.1M +59.5% | $243.4M -34.6% | $372.1M |
| Operating Income | $774.1M +14.6% | $675.4M +16.9% | $578.0M +10.9% | $521.2M +27.1% | $410.1M -20.8% | $517.7M |
| EPS (Diluted) | $5.77 +19.0% | $4.85 +12.5% | $4.31 +12.5% | $3.83 +58.9% | $2.41 -35.0% | $3.71 |
| Total Assets | $6.93B +5.6% | $6.56B +1.4% | $6.48B +7.1% | $6.05B +4.4% | $5.79B -2.5% | $5.94B |
| Total Debt | $3.42B +2.3% | $3.34B +0.9% | $3.31B +9.9% | $3.01B +4.4% | $2.89B -10.0% | $3.21B |
| Operating Cash Flow | $864.0M +10.3% | $783.6M +0.3% | $781.6M +6.4% | $734.4M +28.9% | $569.9M -9.7% | $630.9M |
AI Insight: LAMR Financial Trends
Revenue growth accelerated to 4.6% year-over-year in Q1 2026, but operating income declined 24% versus prior year despite the topline gains.
• Revenue grew from $505M in Q1 2025 to $528M in Q1 2026, marking 4.6% year-over-year growth acceleration.
• Operating income fell from $191M in Q1 2025 to $146M in Q1 2026, a 24% decline despite revenue growth.
• Total debt increased from $3,188M in Q1 2025 to $3,495M in Q1 2026, rising $307M over the year.
⚠ Operating margin compressed from 37.8% in Q1 2025 to 27.7% in Q1 2026, a 10pp deterioration.
⚠ Operating cash flow remains volatile, ranging from $128M to $279M across recent quarters with no clear trend.
AI Insight: LAMR Ratio Trends
Lamar's profitability deteriorated sharply in Q1 2026 with operating margin falling to 27.7% from 32.9% in Q4 2025.
• Operating margin declined from 32.9% in Q4 2025 to 27.7% in Q1 2026, the lowest level in seven quarters.
• Net profit margin dropped to 19.2% in Q1 2026 from 25.6% in Q4 2025, continuing recent weakness.
• ROIC fell to 16.7% in Q1 2026 from 22.9% in Q4 2025, marking the steepest quarterly decline observed.
⚠ Q4 2024 showed anomalous near-zero margins before strong Q1 2025 recovery — monitor for seasonal patterns.
⚠ ROA compressed to 5.9% in Q1 2026, the lowest reading since the Q4 2024 anomaly period.
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Available Research
13F Pro tracks comprehensive data for LAMAR ADVERTISING CO/NEW including:
Top Institutional Holders of LAMR
BlackRock, Inc.
$1.3B9,982,277 shVANGUARD PORTFOLIO MANAGEMENT LLC
$948.1M7,485,067 shVANGUARD CAPITAL MANAGEMENT LLC
$493.7M3,898,092 shFMR LLC
$481.7M3,803,153 shVICTORY CAPITAL MANAGEMENT INC
$368.6M2,910,453 shJANUS HENDERSON GROUP PLC
$350.2M2,765,131 shSTATE STREET CORP
$339.3M2,678,973 shGEODE CAPITAL MANAGEMENT, LLC
$321.0M2,533,594 shBoston Partners
$283.3M2,236,639 shWELLINGTON MANAGEMENT GROUP LLP
$265.8M2,098,642 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.3B | 9,982,277 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $948.1M | 7,485,067 |
| VANGUARD CAPITAL MANAGEMENT LLC | $493.7M | 3,898,092 |
| FMR LLC | $481.7M | 3,803,153 |
| VICTORY CAPITAL MANAGEMENT INC | $368.6M | 2,910,453 |
| JANUS HENDERSON GROUP PLC | $350.2M | 2,765,131 |
| STATE STREET CORP | $339.3M | 2,678,973 |
| GEODE CAPITAL MANAGEMENT, LLC | $321.0M | 2,533,594 |
| Boston Partners | $283.3M | 2,236,639 |
| WELLINGTON MANAGEMENT GROUP LLP | $265.8M | 2,098,642 |
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Popular Research
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.
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.