Lamar vs. OUTFRONT: Which OOH Advertising REIT Is the Better Buy Now?

Lamar's steady Q1 growth, 42.9% EBITDA margin and low leverage justify why this OOH REIT looks like the cleaner buy now compared to OUT.

Zacks Investment Research • Jun 11, 2026

LAMR Stock Rallies 19.2% YTD: Can the Momentum Keep Going?

LAMR rises 19.2% YTD as Q1 results beat, bookings hit best since COVID, margins expand and a 2026 dividend of at least $6.40 looms.

Zacks Investment Research • Jun 5, 2026

Five Reasons Lamar Advertising Stock Looks Worth Buying Now

LAMR shows outdoor ads' strength, improving bookings, national recovery, digital expansion and a dividend poised for another raise in 2026.

Zacks Investment Research • Jun 3, 2026

“Demand for Data Center Power Continues to Outpace Expectations” — Josh Brown's Case for Heavy Assets Over AI Hype

Josh Brown, CEO of Ritholtz Wealth Management and a fixture on CNBC's Halftime Report, has built a new ETF around a simple idea: own the businesses that artificial intelligence cannot replace.

24/7 Wall Street • Jun 1, 2026

Anti-AI Investing: The HALO Moat

I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Seeking Alpha • May 31, 2026

Lamar Advertising Company (LAMR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Lamar Advertising Company (LAMR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Seeking Alpha • May 18, 2026

Lamar Advertising Company Announces Cash Dividend on Common Stock

BATON ROUGE, La., May 14, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR), a leading owner and operator of outdoor advertising and logo sign displays, announces that its board of directors has declared a quarterly cash dividend of $1.60 per share payable on June 30, 2026 to stockholders of record of Lamar's Class A common stock and Class B common stock on June 16, 2026. Subject to the approval of its board of directors, Lamar expects aggregate quarterly distributions to stockholders in 2026, including the dividend payable on June 30, 2026, will total at least $6.40 per common share.

GlobeNewsWire • May 14, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026

Winners Of REIT Earnings Season

REIT earnings results were considerably better than consensus expectations, with 58 REITs - or 59% - raising full-year FFO guidance, well above the typical Q1 raise rate of 40-45%. REITs have extended their year-to-date outperformance despite the recent jump in interest rates, as better earnings results and improving property-level trends helped offset renewed macro pressure. Upside standouts included Hotel, Senior Housing, Data Center, Billboard, Cold Storage, Net Lease, and Retail REITs. Residential REITs saw improving rent growth trends as supply growth finally eases.

Seeking Alpha • May 13, 2026

Lamar Advertising Stock Gains 20.3% in 3 Months: Will the Trend Last?

Lamar Advertising LAMR shares have risen 20.3% in the past three months compared with the industry's growth of 2.8%.

Zacks Investment Research • May 11, 2026