LAMR — Lamar Advertising Company

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Lamar Advertising Company

Lamar Advertising Company is one of the largest outdoor advertising companies in North America, with over 362,000 displays across the United States and Canada. Lamar offers advertisers a variety of billboards, interstate logo, transit and airport advertising formats, helping both local businesses and national brands reach broad audiences every day. In addition to its more traditional out-of-home inventory, Lamar is proud to offer its customers th… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$152.07
Market Cap$15.49B
Float86.3M
Shares Outstanding87.1M
P/E (Forward)29.50
P/E (TTM)28.00
Price/Sales (TTM)6.77
vs. Analyst Target+2.3% to analyst PT
Profit Margin24.02%
Operating Margin (TTM)25.28%
Revenue (TTM)$2.29B
Earnings Growth (YoY)-26.10%
Dividend Rate6.4%
Analyst Target Price$155.60 (6 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.57B $243M $1.01B $637M
2021 $1.79B $388M $1.21B $775M
2022 $2.03B $439M $1.36B $933M
2023 $2.11B $496M $1.41B $975M
2024 $2.21B $362M $1.48B $1.00B
2025 $2.27B $587M $867M $1.10B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $579M $154M
Sep 2025 $586M $142M
Dec 2025 $596M $152M
Mar 2026 $528M $101M

Ownership & Float

Insider Ownership0.8%
Institutional Ownership101.3%
Short Float4.9%
% of All Funds Holding7.87%
Number of Funds Holding647

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$140.32Near-term / short-term trend
Weekly40-Week SMA$130.96Medium-term trend
Weekly80-Week SMA$126.07Cyclical trend (business cycle)
Weekly200-Week SMA$113.08Secular trend (multi-year)
Monthly10-Month SMA$130.98Near-term monthly trend
Monthly20-Month SMA$127.00Medium-term monthly trend
Monthly40-Month SMA$116.75Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$139.00 support 1.25x 0 months ago
$111.00 support 1.04x 25 months ago

Historical Earnings Reactions (116 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.16% 0.00% 49.14% 4.62% -11.17%
1 Day 0.19% -0.08% 46.55% 9.04% -9.12%
1 Week -0.13% 0.19% 51.72% 21.15% -19.20%
2 Weeks -0.45% 0.66% 58.62% 17.94% -37.28%
1 Month -0.05% 0.30% 51.30% 52.58% -57.55%

Next earnings: July 26, 2026 (59 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.0%56.7%30
Feb-0.8%50.0%30
Mar0.3%53.3%30
Apr3.9%53.3%30
May0.3%51.7%29
Jun0.2%58.6%29
Jul2.0%55.2%29
Aug-2.4%44.8%29
Sep1.4%46.7%30
Oct1.4%53.3%30
Nov4.7%76.7%30
Dec3.3%63.3%30

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.13% 49.5% 1410
Tuesday 0.07% 50.7% 1541
Wednesday 0.10% 49.2% 1538
Thursday 0.16% 49.7% 1508
Friday 0.11% 51.1% 1502

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 101.3%

Insider Transactions — Smart Summary

Total insider ownership: 0.8%

12-Month Insider Activity Summary

Total Filings4
Net Value-$4.7M
Net Shares Change-30,229
% of Float-0.0%
C-Suite Filings4
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Johnson Jay LeCoryelle CFO, Treasurer, EVP -$4.5M 3 3 sell
Reilly Ross Lamar EVP, President, Outdoor Div -$175,531.85 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-25 Reilly Ross Lamar EVP, President, Outdoor Div -$175,531.85 Transaction at $97.23, now +56.4%
2026-05-12 Johnson Jay LeCoryelle CFO, Treasurer, EVP -$1.6M Transaction at $157.02, now -3.2%
2026-03-06 Johnson Jay LeCoryelle CFO, Treasurer, EVP -$173,325.6 Transaction at $137.56, now +10.5%
2025-08-25 Johnson Jay LeCoryelle CFO, Treasurer, EVP -$2.7M Transaction at $124.28, now +22.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Lamar Advertising Company (LAMR) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for LAMR on Trend Edge →