InsidersTradesSigma
Follow the Lamar Advertising Co/new stock price and the full directors' dealings record of the company, a listed issuer based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Media & Communication sector, Lamar Advertising Co/new has logged 48 insider filings. Market capitalisation: €16.2bn. The latest transaction was disclosed on 25 March 2026 (Levée d'options). Among the most active insiders: Johnson Jay LeCoryelle. Every trade is free.
48
Insider Decl.
n/a
Thresholds
€55,947
3 ops.
Buy Volume
€4m
10 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Lamar Advertising Co/new Hold (neutral), based on 5 analysts. Average price target: US$158.60.
34Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 9,116 of 29,064 companies
60.8
score / 100
Value48
Quality73
FCF yld4.3%
Earn yld3.7%
EV/EBITDA18.8x
ROE59%
Gross mgn67%
Net mgn26%
Debt/EBITDA4.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 25 March 2026
Declarations48 total
9,000 shares@ US$65.82100.0% of flowClass A Common StockSEC:0001192482-26-000224:0
1,260 shares@ US$137.565.1% of flowClass A Common StockSEC:0001192482-26-000150:0
1,260 shares0Class A Common StockSEC:0001192482-26-000147:0
1,600 shares0Class A Common StockSEC:0001192482-26-000078:0
8,120 shares@ US$123.00330.9% of flowClass A Common StockSEC:0001062993-25-014887:0
22,000 shares0Class A Common StockSEC:0001062993-25-014752:0
650 shares0Class A Common StockSEC:0001062993-25-010416:0
812 shares0Class A Common StockSEC:0001062993-25-009762:0
812 shares0Class A Common StockSEC:0001062993-25-009755:0
641 shares0Class A Common StockSEC:0001062993-25-009759:0
684 shares0Class A Common StockSEC:0001062993-25-009761:0
641 shares0Class A Common StockSEC:0001062993-25-009754:0
855 shares0Class A Common StockSEC:0001062993-25-009758:0
684 shares0Class A Common StockSEC:0001062993-25-009756:0
684 shares0Class A Common StockSEC:0001062993-25-009760:0
235 shares@ US$123.1849.4% of flowClass A Common StockSEC:0001062993-25-003341:0
Canonical exit: 25 May 2025 (T+90)
48,513 shares0Class A Common StockSEC:0001062993-24-021131:0
665 shares0Class A Common StockSEC:0001062993-24-010786:0
623 shares0Class A Common StockSEC:0001062993-24-010779:0
623 shares0Class A Common StockSEC:0001062993-24-010780:0
831 shares0Class A Common StockSEC:0001062993-24-010783:0
790 shares0Class A Common StockSEC:0001062993-24-010784:0
665 shares0Class A Common StockSEC:0001062993-24-010781:0
790 shares0Class A Common StockSEC:0001062993-24-010782:0
665 shares0Class A Common StockSEC:0001062993-24-010785:0
25 of 48 declarations
关于 Lamar Advertising Co/new
Lamar Advertising Company 在美国纽约证券交易所/纳斯达克上市，股票代码为 LAMR，是北美最大的户外广告公司之一。该公司成立于 1902 年，在一个多世纪的时间里建立了广泛而持久的资产基础。公司近期披露的信息显示，其在美国和加拿大拥有约 363,000 至 366,000 个广告牌，这突显了 Lamar 的规模和覆盖范围。其总部位于路易斯安那州巴吞鲁日，这里仍然是该公司的历史运营基地。 Lamar 的核心业务是户外 (OOH) 广告。该公司拥有并运营传统广告牌、数字广告牌、标志牌显示屏以及精选的机场和其他与交通相关的广告资产。其收入模式简单明了：它向寻求高曝光率投放的全国性、区域性和本地广告商销售优质广告位。对于投资者而言，关键的战略点在于 Lamar 将庞大的实体足迹与日益增长的数字能力相结合，这使其既具备防御性资产特征，又拥有更具活力的销售平台。 在竞争方面，Lamar 在北美户外广告市场占据领先地位。其护城河来自于规模、多元化的地理分布以及难以复制且成本高昂的高流量位置的深度组合。该业务还在受监管的环境中运营，其中许可证、分区和地方审批构成了重要的进入壁垒。另一个重要特点是 Lamar 采用 REIT 结构，这使其对收入型投资者尤其具有吸引力，同时也意味着对利率和资本市场条件的敏感性。 其主要产品和服务包括路边广告牌、数字屏幕、标志牌、机场广告和专业的 OOH 解决方案。2025 年，Lamar 继续扩展和完善其平台。值得注意的进展包括收购 Verde Outdoor 的资产，公司称这是广告牌行业首个 UPREIT 交易。它还推出了 Health Connect，这是一个专为制药品牌设计的 OOH 解决方案，标志着其对垂直特定需求采取了更具针对性的方法。2025 年 3 月，Lamar 宣布已签约管理奥兰多桑福德机场的所有广告牌，扩大了其机场媒体业务。 近期运营更新显示执行稳定，收入增长得益于本地、全国和程序化需求。对于法国、比利时和瑞士投资者而言，LAMR 提供了一个在美国上市的媒体和通信公司，拥有有形资产、经常性现金生成潜力，并受益于户外广告在美国的结构性相关性。
