US out of home stocks underperformed the market for the third quarter of 2026 as rising interest rates and fears of a possible recession impacted values. Here’s a review of US out of home stock performance in the third quarter of 2026, sponsored and analyzed by SignValue. During the […]
Lamar Advertising and Link Media offer an interesting look at the economics of suburban and rural billboard portfolios. Lamar is the much larger operator, while Link is even more concentrated in smaller rural markets in the Midwest. Their Q2 2026 results highlight one thing in particular: both companies continue […]
Here are the financial results for Link Media Outdoor for the second quarter of 2026 sponsored and analyzed by SignValue. The numbers come from the Boston Omaha 2Q 2026 10Q and investor presentation. Billboard revenues increased 3% to $11.7 million during the second quarter of 2026 due to increases […]
Here’s a breakdown of billboard public stock dividend yields, sponsored and analyzed by SignValue. Lamar Advertising is a public REIT so must distribute 90% of taxable income. Lamar has a current dividend yield of 4.2%. Here’s Lamar Advertising’s dividend yield for the past three years. OUTFRONT Media is a public […]
By SignValue Dallas’ proposed billboard program is unusual for several reasons. The proposal to the city is coming from the City’s Parks, Trails and Environment Committee. In most markets, parks and environmental interests are more often associated with billboard opposition than billboard development. It also reflects a broader macro trend: […]
Bad debt expense (e.g. revenue which is never collected) should be minimal at your out of home company because you can require payment within 30 days or you’ll take an ad down. You can also require customers with weak credit history to personally guarantee the contract or pay in advance. […]
Here’s analysis of the governance of the public out of home advertising companies, sponsored and analyzed by SignValue. Institutional Shareholder Services (“ISS”) grades public companies on their governance and internal structures. It assigns a 1-10 ranking (1 good, 10 bad) to the following areas. Audit – Financial auditor independence, accounting […]
OUTFRONT has issued a press release announcing the pricing of $500 million in Sr Notes due in 2034. This post is sponsored and analyzed by SignValue. NEW YORK, June 3, 2026 /PRNewswire/ — OUTFRONT Media Inc. (NYSE: OUT) today announced that two of its wholly-owned subsidiaries priced a private offering […]
SignValue has prepared this analysis of Clear Channel Outdoor’s first quarter 2026 financials. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400. To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the word […]
SignValue has prepared this analysis of OUTFRONT Media’s first quarter 2026 financials. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400. To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the […]
