Lamar Advertising Declares $1.60 Quarterly Dividend, Maintaining Strong Yield
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 15 2026
0mins
Source: seekingalpha
- Quarterly Dividend Declaration: Lamar Advertising has declared a quarterly dividend of $1.60 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 4.34% reflects the company's attractiveness in the current market environment, potentially enhancing shareholder confidence and stabilizing the stock price.
- Financial Performance Beats Expectations: Lamar's Q1 GAAP EPS of $1.00 exceeded expectations by $0.18, while revenue of $528 million also surpassed forecasts by $5.52 million, demonstrating the company's strong performance in the advertising market.
- Future Outlook: Lamar anticipates revisiting its 2026 AFFO per share guidance of $8.50 to $8.70, indicating an optimistic outlook on future market demand, which may further drive shareholder returns and market confidence.
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Analyst Views on LAMR
Wall Street analysts forecast LAMR stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 154.120
Low
128.00
Averages
139.50
High
145.00
Current: 154.120
Low
128.00
Averages
139.50
High
145.00
About LAMR
Lamar Advertising Company is an outdoor advertising company, with over 363,000 displays across the United States and Canada. It offers advertisers a variety of billboards, interstate logo, transit and airport advertising formats. The Company offers its customers a network of digital billboards in the United States with approximately 5,100 displays. The Company operates three types of outdoor advertising displays: billboards, logo signs and transit advertising displays. Under Billboards, it rents most of its advertising space on two types of billboards: bulletins and posters. In addition to traditional billboards, it rents space on digital billboards, which are located on major traffic arteries and city streets. Under Logo signs, it rents advertising space on logo signs located near highway exits. Under Transit advertising displays, it rents advertising space on the exterior and interior of public transportation vehicles, in airport terminals, and on transit shelters and benches.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Dividend Yield: The forward yield of 4.34% reflects the company's attractiveness in the current market environment, potentially enhancing shareholder confidence and stabilizing the stock price.
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See More
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- Small Position Sell-Off: In the first quarter, Abel and his team sold out of 16 smaller positions, including Visa and Mastercard, which accounted for about a third of Berkshire's total holdings, demonstrating decisive action in optimizing the investment portfolio.
- Core Holdings Retained: Despite the significant sell-off, Abel retained core holdings such as Apple, American Express, and Coca-Cola, reflecting his respect for and continuation of the company's traditional investment strategies established by Buffett.
- Positive Market Reaction: Following the announcement of Abel's investment strategy, Berkshire Hathaway's stock ticked higher, reflecting market confidence in his management capabilities and further solidifying the company's position in the investment community.
See More
Berkshire Hathaway's Abel Restructures Equity Portfolio
- Portfolio Restructuring: Greg Abel cut 16 small positions in the first quarter, including long-held Visa and Mastercard, demonstrating a strategic focus on concentrated high-conviction stocks while maintaining Buffett's traditional investment style.
- New Investment Directions: Abel added positions in Delta Airlines and Macy's, and tripled the investment in Alphabet, indicating a strategy aligned with Buffett's tech stock preferences, which may attract younger investors.
- Increased Concentration: Excluding investments in Japan, Berkshire now holds only 29 positions, retaining Buffett favorites like Apple, American Express, and Coca-Cola, reflecting ongoing confidence in classic quality assets.
- Positive Market Reaction: Despite the reduction of about one-third of the portfolio, Berkshire's stock price rose following the announcement, indicating market approval of Abel's investment strategy and suggesting optimistic expectations for future performance.
See More
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- Surprising Sales: Abel sold unexpected stocks like Amazon and UnitedHealth Group, both of which still have solid prospects, suggesting that he may be cleaning up the portfolio, particularly positions managed by former investment manager Todd Combs.
- Market Reaction: While Abel's sales have drawn market attention, Amazon and UnitedHealth Group are still considered excellent investment choices, especially given their ongoing growth potential in AI and healthcare, which may attract interest from other investors.
- Long-Term Value: Abel's decisions may be viewed as short-term clean-up, but the fundamentals of Amazon and UnitedHealth Group remain strong, particularly with Amazon's upcoming satellite internet service and UnitedHealth's cash flow performance, potentially yielding substantial returns for long-term investors.
See More
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- Major Portfolio Shift: In Q1 2026, Berkshire Hathaway, under new CEO Greg Abel, completely exited 16 positions, indicating a stark departure from Buffett's investment strategy, which may impact the company's future investment direction.
- Surprising Stock Exits: Abel's sale of Amazon and UnitedHealth Group, both considered quality assets under Buffett's philosophy, could shake market confidence in Berkshire's future investment decisions, raising questions about the company's strategic focus.
- Exit from Financial Stocks: Berkshire also fully divested from several financial stocks, including Mastercard and Visa, reflecting a cautious stance towards the financial sector, which may indicate concerns over market volatility and affect investor sentiment towards financial equities.
- Investor Reactions: Despite the market's focus on Abel's sell-off, analysts believe that Amazon and UnitedHealth Group remain strong investment candidates, particularly due to their long-term growth potential in artificial intelligence and healthcare, which could yield substantial returns for investors.
See More
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- Portfolio Restructuring: Under Greg Abel's leadership, Berkshire Hathaway's equity portfolio underwent significant changes in the first three months, adding Delta Air Lines and Macy's, indicating a renewed focus on the airline and retail sectors.
- Massive Alphabet Stake Increase: Berkshire increased its stake in Google's parent company Alphabet by 224% in Q1, making it the company's seventh-largest holding with a market value of $16.6 billion, and the stock has rallied 38% since, showcasing the success of this decision.
- Reduction in Holdings: Abel dramatically cut the number of companies in the portfolio, selling off major stakes including Amazon and Visa, with Amazon's shares reduced from 10 million to 2.3 million, reflecting a significant strategic shift in investment focus.
- Return to Delta Airlines: Berkshire purchased 39.8 million shares of Delta Air Lines in Q1, currently valued at $2.8 billion, marking the company's first return to airline stocks since 2020, demonstrating confidence in the recovery of the airline industry.
See More
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- Quarterly Dividend Declaration: Lamar Advertising has declared a quarterly dividend of $1.60 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 4.34% reflects the company's attractiveness in the current market environment, potentially enhancing shareholder confidence and stabilizing the stock price.
- Financial Performance Beats Expectations: Lamar's Q1 GAAP EPS of $1.00 exceeded expectations by $0.18, while revenue of $528 million also surpassed forecasts by $5.52 million, demonstrating the company's strong performance in the advertising market.
- Future Outlook: Lamar anticipates revisiting its 2026 AFFO per share guidance of $8.50 to $8.70, indicating an optimistic outlook on future market demand, which may further drive shareholder returns and market confidence.
See More
