Recent 8-K filings for LAMR

• May 19, 2026, 4:05 PM ET other material materiality 0.45 neutral item 5.02item 5.07item 9.01

  Lamar shareholders approve 2M share increase in equity plan, 500K in ESPP

  1996 Equity Incentive Plan amended to increase shares from 17.5M to 19.5M, effective June 1, 2026.

• May 14, 2026, 4:43 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Lamar Advertising declares $1.60 quarterly dividend payable June 30, 2026

  Quarterly cash dividend of $1.60 per share on Class A and Class B common stock.

• May 7, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  Lamar Q1 net revenue up 4.5% to $528M; AFFO per share $1.72 (+7.5%)

  Net revenues $528.0M (+4.5% YoY); net income $101.8M (-26.9% due to prior-year $67.7M Vistar gain).

• February 26, 2026, 6:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Lamar declares $1.60 quarterly dividend; extends stock and debt repurchase programs through Sep 2027

  Quarterly dividend of $1.60 per share, payable March 31, 2026, to holders of record on March 16, 2026.

• February 20, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Advertising Q4 net revenues up 2.8% to $595.9M; FY2026 AFFO guidance $8.50-$8.70

  Q4 net income $154.7M (vs net loss $1.0M YoY) due to prior-year ARO revision; diluted EPS $1.50.

• December 11, 2025, 6:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar Advertising declares $1.55 quarterly dividend plus $0.25 special dividend, payable Dec 31

  Quarterly cash dividend of $1.55 per share declared.

• November 6, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Lamar Q3 net revenues $585.5M (+3.8% YoY), AFFO per share $2.20, guidance on track

  Net revenues $585.5M (+3.8% YoY); net income $144.1M (-2.5% YoY); diluted EPS $1.40 vs $1.44.

• October 1, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Lamar Advertising subsidiary issues $400M of 5.375% Senior Notes due 2033

  Lamar Media Corp. issued $400M of 5.375% Senior Notes due November 1, 2033.

• September 24, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Lamar Media Corp. closes $700M Term B Loan refinancing; matures 2032

  Established $700M Term B Loans on Sept 23, 2025; borrowed full amount same day.

• September 22, 2025, 7:59 PM ET debt materiality 0.65 neutral item 7.01item 8.01item 9.01

  Lamar proposes $400M senior note offering and $700M Term B Loan refinancing

  Lamar Media seeks $400M private placement of senior notes, guaranteed by domestic subsidiaries.

• September 22, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Lamar Media Corp. prices $400M private placement of 5.375% Senior Notes due 2033

  $400M aggregate principal of 5.375% Senior Notes due 2033 placed via institutional private placement.

• August 27, 2025, 7:59 PM ET dividend materiality 0.40 positive item 8.01item 9.01

  Lamar Advertising declares $1.55 quarterly dividend; expects at least $6.20 per share in 2025

  Quarterly cash dividend of $1.55 per share declared, payable Sep 30, 2025 to holders of record Sep 19, 2025.

• August 8, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Lamar Q2 net revenue $579.3M (+2.5%); revises FY2025 AFFO guidance lower

  Q2 net income $155.0M ($1.52 diluted) vs $137.6M in 2024; adjusted EBITDA $278.4M (+2.5%).

• July 8, 2025, 7:59 PM ET M&A materiality 0.60 positive item 3.02

  Lamar issues 1.19M common units to acquire Verde Outdoor assets with 1,500+ billboards

  Issued 1,187,500 Common Units to Verde Outdoor owners as consideration for asset acquisition.

• May 19, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Lamar Advertising stockholders elect all 10 director nominees and ratify KPMG as auditor

  All 10 director nominees elected with majority votes; highest 'for' count 221.3M, lowest 186.8M.

• May 15, 2025, 7:59 PM ET dividend materiality 0.60 positive item 8.01item 9.01

  Lamar declares $1.55 quarterly dividend; boosts buyback authorization by $150M to $250M total available

  Quarterly cash dividend of $1.55/share declared, payable June 30, 2025 to holders of record June 16, 2025.

• May 8, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Lamar Q1 net revenue $505.4M (+1.5% YoY); AFFO $1.60/share (+3.9%); guidance reaffirmed

  Net income $139.2M vs. $78.5M in Q1 2024, up 77.4% driven by $67.7M gain from sale of Vistar stake.

• February 20, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Q4 net loss $1M on ARO revision; full-year AFFO $7.99/share; 2025 AFFO guidance $8.13-$8.28

  Q4 net revenue $579.6M (+4.3% YoY); net loss $(1.0)M due to $159.7M ARO revision; excluding ARO, net income up 6.3%.

• February 19, 2025, 6:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar declares $1.55 quarterly dividend; expects at least $6.20 per share in 2025

  Quarterly cash dividend of $1.55 per share on Class A and Class B common stock declared.

• December 6, 2024, 6:59 PM ET dividend materiality 0.30 positive item 8.01item 9.01

  Lamar declares quarterly $1.40 and special $0.25 dividends payable Dec 30

  Quarterly cash dividend of $1.40 per share on Class A and Class B common stock.

• November 8, 2024, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  Lamar Q3 net rev $564M (+4%), net income $147.8M (+5.3%); raises FY AFFO guidance to $7.85-$7.95

  Q3 net revenue $564.1M (+4.0% YoY); net income $147.8M (+5.3%); diluted EPS $1.44.

• October 21, 2024, 7:59 PM ET other materiality 0.35 neutral item 1.01item 2.03item 9.01

  Lamar extends AR securitization maturity to Oct 2027 with springing feature

  Seventh Amendment extends Receivables Financing Agreement maturity to October 15, 2027.

• September 25, 2024, 7:59 PM ET other material materiality 0.40 positive item 8.01

  Lamar extends $250M stock and $250M debt buyback programs through Mar 2026

  Board extended existing $250M stock repurchase program and $250M debt repurchase program.

• August 28, 2024, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar Advertising declares $1.40 quarterly dividend, expects at least $5.40 per share in 2024

  Quarterly cash dividend of $1.40 per share declared, payable Sept 30, 2024 to holders of record Sept 18, 2024.

• August 8, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Q2 revenue $565.3M (+4.5%); adjusted EBITDA +6.9%; AFFO per share +9.5%

  Net revenue $565.3M (up 4.5% YoY); net income $137.6M vs $130.9M; diluted EPS $1.34 vs $1.28.

• July 26, 2024, 7:59 PM ET other material materiality 0.55 neutral item 1.01item 9.01

  Lamar Advertising enters $400M at-the-market equity distribution agreement

  Agreement with J.P. Morgan, Wells Fargo, Truist, SMBC Nikko, Scotia Capital as sales agents.

• May 22, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Lamar Advertising stockholders elect nine directors and ratify KPMG as auditor

  Nine directors elected at May 16 meeting; vote totals ranged from 186.6M (Mumblow) to 219.4M (Loeb) for.

• May 16, 2024, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar declares $1.30 quarterly dividend, payable June 28, 2024

  Quarterly cash dividend of $1.30 per share on Class A and Class B common stock.

• May 2, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Lamar Advertising Q1 revenue up 5.7%, raises full-year AFFO guidance

  Net revenue $498.2M (+5.7% YoY); net income $78.5M vs $76.2M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.60 · Most common event earnings

12 positive 0 negative 17 neutral

source · LAMR on sec.gov