Tag: lamar

Who’s Paying What Out of Home Dividends?

Lamar Advertising declared a quarterly dividend of $1.20 per Class A and Class B share payable on September 30, 2022.  Works out of a 5.2% yield on the company’s current stock price of $92.98.  Here’s Lamar’s quarterly dividend for the past year.  The yield is the annualized dividend divided by […]

Are Out of Home Stocks More Volatile than the Market?

Are out of home stocks more volatile than the market?  The best way to answer that is to compute a stock’s beta which measures the stock’s volatility in relation to the overall market.  For you math geeks beta is the covariance of the return of an asset with the benchmark […]

Video on Lamar Support for National Nurses Week

Lamar just finished up a great campaign in which it ran the pictures and names of 2,460 nurses on digital billboards in 130 markets as part of National Nurses Week.  You can watch a video on the project below. [wpforms id=”9787″] Paid Advertisement

Who Has What Share of the US OOH Market

Billboard Insider has computed US out of home market share figures for 2021. Public out of home companies account for approximately two-thirds of US out of home market share. Lamar controls 25% of US out of home revenues, followed by OUTFRONT at 21% and Clear Channel Outdoor at 17%. The […]

US Out of Home Stocks Suffer in 2Q 2022

The US out of home stocks suffered in the second quarter of 2022 as investors sold on fears that a recession will hurt ad based companies for than the market.  The S&P 500 index declined 16% on recession fears.  Lamar stock dropped 25% in the second quarter.  Outfront declined by […]

Stark Capital: Two More Acquisitions to Lamar

Indianapolis, IN – Stark Capital Solutions, Inc., an OOH focused investment-bank and capital provider, announces the following two acquisitions to Lamar Advertising: Ralston Outdoor Advertising has completed a divestiture of digital and static billboard displays in Shreveport, LA.  Earlier this year, Stark Capital provided the funding for Ralston to acquire […]

Inflation and Out of Home Inputs

Inflation has increased from 1.5-2% annually to 7-8% annually.  Take a look at this chart. Source: US Inflation Calculator When you drill down into the numbers you can see that inflation picked up in the last half of 2021 when the last round of covid stimulus vastly expanded the money […]

Sean Reilly: We’re On Fire

Sean Reilly appeared yesterday at the JP Morgan Global Technology, Media and Communications Conference after missing the GO 2022 Out of home media conference with covid.  Here are some of his comments. Lamar is setting records We’re on fire.  Industry’s on fire.  Lamar is continuing to set records every day.  […]

Day 1 of the 2022 OOH Media Conference in 6 Quotes

Here is day 1 of the Geopath/OAAA 2022 OOH Media Conference in six quotes. Dylan Mabin is Geopath’s new President: “I’ve worked at Geopath for more than 13 years…I’ve grown up at Geopath.  It’s an honor to be named President.” Ian Dallimore on the metaverse: “My son is driving around […]

Out of Home Revenue Trends

The chart below shows the quarterly revenue change for each of the public US Out of Home companies for 2020-2022   Lamar and Link Media had the smallest covid dip and the fastest covid recovery as their plant have a high concentration of rural roadside billboards. OUTFRONT and Clear Channel […]