Skandinaviska Enskilda Banken AB publ Takes $692,000 Position in Lamar Advertising Company $LAMR

Skandinaviska Enskilda Banken AB publ acquired a new position in Lamar Advertising Company (NASDAQ:LAMR) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 5,652 shares of the real estate investment trust’s stock, valued at approximately $692,000.

Several other institutional investors have also recently made changes to their positions in LAMR. True Wealth Design LLC lifted its holdings in Lamar Advertising by 466.7% in the 2nd quarter. True Wealth Design LLC now owns 204 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 168 shares in the last quarter. Quent Capital LLC bought a new stake in shares of Lamar Advertising during the third quarter valued at approximately $26,000. Alpine Bank Wealth Management bought a new stake in shares of Lamar Advertising during the third quarter valued at approximately $27,000. Loomis Sayles & Co. L P purchased a new position in shares of Lamar Advertising in the second quarter worth $34,000. Finally, Caldwell Trust Co bought a new position in shares of Lamar Advertising during the second quarter worth $49,000. Hedge funds and other institutional investors own 93.78% of the company’s stock.

Lamar Advertising Stock Performance

Lamar Advertising stock opened at $133.98 on Friday. The company’s 50-day moving average price is $129.31 and its 200-day moving average price is $126.22. The company has a quick ratio of 0.59, a current ratio of 0.59 and a debt-to-equity ratio of 3.04. The company has a market cap of $13.57 billion, a PE ratio of 23.22 and a beta of 1.23. Lamar Advertising Company has a twelve month low of $99.84 and a twelve month high of $136.69.

Lamar Advertising (NASDAQ:LAMR) last released its quarterly earnings results on Friday, February 20th. The real estate investment trust reported $1.50 EPS for the quarter, missing the consensus estimate of $2.18 by ($0.68). Lamar Advertising had a return on equity of 43.02% and a net margin of 19.27%.The company had revenue of $595.93 million during the quarter, compared to analysts’ expectations of $592.70 million. Lamar Advertising has set its FY 2026 guidance at 5.720-5.830 EPS. On average, equities research analysts forecast that Lamar Advertising Company will post 7.92 EPS for the current fiscal year.

Lamar Advertising Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a dividend of $1.55 per share. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $6.20 annualized dividend and a dividend yield of 4.6%. Lamar Advertising’s payout ratio is currently 145.54%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on LAMR. Citigroup raised their target price on shares of Lamar Advertising from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Lamar Advertising in a research report on Monday, December 29th. Morgan Stanley set a $140.00 target price on Lamar Advertising in a research report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. increased their price target on Lamar Advertising from $122.00 to $128.00 and gave the company a “neutral” rating in a research note on Wednesday, November 12th. One analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $133.00.

Lamar Advertising News Roundup

Here are the key news stories impacting Lamar Advertising this week:

• Positive Sentiment: Operational momentum: Q4 net revenues rose 2.8% to $595.9M, adjusted EBITDA increased 3.7% and management said local and national sales showed momentum into 2026 — supports organic revenue/EBITDA stability. GlobeNewswire Release
• Positive Sentiment: FFO/AFFO resilience: Q4 diluted AFFO per share rose to $2.24 (FFO/AFFO roughly in line or beating some estimates), indicating REIT cash metrics held up despite tougher comps. Zacks FFO Note
• Neutral Sentiment: Readouts and transcripts: Management held the scheduled call and transcripts/summaries are available for detail on pacing, digital deployment and capital spending plans — useful for drilling into guidance assumptions. Yahoo Earnings Call Summary
• Negative Sentiment: GAAP EPS miss: Reported EPS for Q4 was $1.50, below analyst consensus (~$2.18), a headline that can pressure near‑term sentiment despite solid revenue/EBITDA. MSN Earnings Note
• Negative Sentiment: Lower FY‑2026 earnings guide vs. Street: Management set net income per diluted share guidance of $5.72–$5.83 (and AFFO guidance $8.50–$8.70) — below many analyst models — which can weigh on valuation and future estimates. GlobeNewswire Release
• Negative Sentiment: Quality of earnings & cash flow softness: Full‑year net income was helped by a one‑time gain (sale of Vistar) and prior-year accounting adjustments; operating cash flow and free cash flow declined modestly year‑over‑year — raises questions about sustainability. Insiders have sold shares recently per filings. QuiverQuant Summary

Lamar Advertising Profile

Lamar Advertising Company (NASDAQ: LAMR) is one of North America’s largest outdoor advertising firms, specializing in out-of-home media solutions. Since its founding in 1902, the company has grown through a combination of organic expansion and strategic acquisitions to offer a broad portfolio of advertising products. Its core business centers on billboard advertising, encompassing traditional static billboards and a rapidly expanding network of digital displays. These assets enable advertisers to reach consumers with high-impact messaging along highways, in urban centers, and at high-traffic intersections.

In addition to highway billboards, Lamar offers a variety of supplemental out-of-home formats, including transit advertising on buses and shelters, and logo signage at travel plazas and gas stations.