Recent 8-K filings for LAMR

• September 1, 2026, 5:00 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar Advertising declares $1.65 quarterly dividend, payable Sept 30

  Quarterly cash dividend of $1.65 per share on Class A and Class B common stock.

• August 6, 2026, 7:02 AM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lamar Q2 net revenue $616.7M (+6.5% YoY); raises FY AFFO guidance to $8.75-$8.90

  Net income $164.6M ($1.58 diluted EPS) vs $155.0M ($1.52) in Q2 2025, up 6.2%.

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

  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.

• March 18, 2024, 7:59 PM ET other materiality 0.40 neutral item 5.02

  Lamar Advertising raises CEO base salary to $900k, CFO to $700k; grants LTIP units

  CEO Sean Reilly base salary increased from $700k to $900k effective April 1, 2024.

• February 23, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Lamar Advertising Q4 AFFO per share $2.10 (+9.9% YoY); FY2024 AFFO guidance $7.67-$7.82

  Q4 net revenue $555.9M (+3.8% YoY); adjusted EBITDA $268.2M (+6.3% YoY).

• February 22, 2024, 6:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Lamar Advertising declares quarterly dividend of $1.30 per share

  Board declared a quarterly cash dividend of $1.30 per share on Class A and Class B common stock.

• November 29, 2023, 6:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  Lamar Advertising declares $1.25 quarterly dividend, payable Dec 29

  Quarterly cash dividend of $1.25 per share declared by board.

• November 2, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Lamar Advertising Q3 net revenue $542.6M (+2.9%); adjusted EBITDA $265.7M (+5.8%)

  Net revenue $542.6M (+2.9% YoY); net income $140.4M vs $146.2M, down on $11.5M higher interest expense.

• August 29, 2023, 7:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  Lamar declares Q3 2023 cash dividend of $1.25 per share

  Quarterly cash dividend of $1.25 per share on Class A and Class B common stock declared.

• August 3, 2023, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Lamar cuts FY2023 AFFO guidance; Q2 revenue up 4.5% but AFFO per share down 2.1%

  Q2 net revenue $541.1M (+4.5% YoY); adjusted EBITDA $253.9M (+4.3%).

• August 2, 2023, 7:59 PM ET debt materiality 0.40 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Lamar Media extends $750M revolver maturity to July 2028, adds $75M swingline

  Extension of $750M revolving credit facility maturity to July 31, 2028; springing maturity if insufficient liquidity for Term B Loan or 2028 notes.

• May 16, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  Lamar Advertising annual meeting; shareholders choose triennial say-on-pay votes

  All nine director nominees elected: Fletcher, Koerner, Loeb, Mumblow, Reifenheiser, Anna Reilly, Kevin Reilly Jr., Wendell Reilly, Thompson.

• May 10, 2023, 7:59 PM ET dividend materiality 0.40 neutral item 8.01item 9.01

  Lamar Advertising declares $1.25 quarterly dividend, payable June 30, 2023

  Quarterly cash dividend of $1.25 per share declared by Board of Directors.

• May 4, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Lamar Q1 net revenue up 4.4% to $471.3M; net income falls 17% to $76.2M on higher interest

  Net revenue $471.3M (+4.4% YoY); net income $76.2M (-17.3% vs $92.2M); diluted EPS $0.74 vs $0.91.

• May 2, 2023, 7:59 PM ET other materiality 0.15 neutral item 1.01item 9.01 ◈ Material Agreements

  Lamar Media amends credit agreement to replace LIBOR with Term SOFR

  Amendment No. 3 replaces LIBOR with Term SOFR as the benchmark rate in the credit agreement.

• March 2, 2023, 6:59 PM ET other material materiality 0.30 neutral item 5.02item 9.01

  Lamar issues performance-based LTIP units to three executives; changes annual equity award practice

  Issued 22,000 LTIP units to Kevin P. Reilly Jr., 44,000 to Sean Reilly, and 22,000 to Jay L. Johnson.

• February 24, 2023, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  Lamar Q4 revenue $535.5M (+8.3%), AFFO $1.91/sh; FY23 AFFO guidance $7.40-$7.55

  Q4 net revenue $535.5M, up 8.3% YoY; adjusted EBITDA $252.3M, up 9.4%.

• February 23, 2023, 6:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar Advertising declares $1.25 quarterly dividend, extends $250M stock and debt repurchase programs through Sep 2024

  Quarterly cash dividend of $1.25 per share payable March 31, 2023 to holders of record March 17, 2023.

• December 8, 2022, 6:59 PM ET dividend materiality 0.55 positive item 8.01item 9.01

  Lamar Advertising declares $1.20 quarterly and $0.30 special dividend, payable Dec 30

  Quarterly cash dividend of $1.20 per share on Class A and Class B common stock.

• November 4, 2022, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  Lamar Q3 net revenue $527M, up 10.6% YoY; AFFO per share $2.03 +6.8%; guidance reaffirmed

  Net revenue $527.4M, operating income $181M, net income $146.2M, all up double-digit YoY.

• September 6, 2022, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Lamar Advertising declares $1.20 quarterly dividend payable Sept 30

  Quarterly dividend of $1.20 per share declared by Board of Directors.

• August 3, 2022, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Lamar Media borrows $350M Term A Loans, repays revolver and AR facility

  $350M Term A Loans established under Amendment No.2 to Credit Agreement dated Feb 2020.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.53 · Most common event dividend

17 positive 1 negative 32 neutral

source · LAMR on sec.gov