JCDecaux renews the exclusive advertising contract for stations across the Grand Duchy of Luxembourg with a 100% digital offering Paris, 28 January 2026 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, announces that, following a competitive tender, it has been awarded a 10‑year exclusive contract to operate the advertising assets of CFL, the Société Nationale des Chemins de Fer Luxembourgeois (Luxembourg National Railway Company). With nearly 680,000 inhabitants an ...

Shareholders of APG|SGA approve the selective opting up clause, paving the way for the sale of APG|SGA shares to NZZ Paris, January 23rd, 2026 – JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, announced on 12 December 2025 that a share purchase agreement was signed between JCDecaux SE and NZZ, under which JCDecaux SE will sell 325,519 APG|SGA's shares, corresponding to 10.85% of the share capital of APG|SGA. The completion of this transaction requires, among other t ...

BATON ROUGE, La., Jan. 20, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (“Lamar”) (Nasdaq: LAMR) today announced certain year-end federal income tax reporting information for its 2025 distributions on its Class A and Class B common stock (“Common Stock”). The following table summarizes, for federal income tax purposes, the nature of distributions paid to holders of Lamar Common Stock, presented on a per share basis, during the calendar year ended December 31, 2025. Stockholders are encouraged to consu ...

Core Viewpoint - JCDecaux has been recognized for the third consecutive year in CDP's A List, affirming its leadership in environmental transparency and performance in combating climate change [1][2][9] Group Performance and Recognition - Among 20,000 companies assessed by CDP, JCDecaux ranks in the top 4% included in the A List, marking the fifth time the company has achieved this recognition since 2019 [2] - The assessment by CDP is based on a rigorous methodology that evaluates the quality and completeness of disclosed data, governance, and the management of climate-related risks and opportunities [3] Carbon Reduction Commitments - JCDecaux aims to achieve Net Zero Carbon by 2050, with a key milestone of reducing Scope 1 and 2 emissions by at least 73% and Scope 3 emissions by 46% by 2030 compared to 2019 [4][8] - In 2024, JCDecaux reported a 65% reduction in Scope 1 and 2 emissions and a 21% reduction in Scope 3 emissions compared to 2019 [8] Engagement and Collaboration - The company is actively engaging with stakeholders to co-develop responsible media solutions and lower-carbon street furniture, supporting sustainable urban environments [5] - JCDecaux's business model aligns with the European Union Taxonomy, with nearly 50% of its revenue reflecting sustainable practices [6] Key Figures - JCDecaux reported a revenue of €3,935.3 million in 2024 and €1,868.3 million in H1 2025, maintaining its position as the number one outdoor advertising company worldwide [13] - The company operates 1,091,811 advertising panels globally and has a daily audience of 850 million people across more than 80 countries [13]

Core Insights - Heartland Advisors' "Heartland Value Plus Fund" reported a decline of 0.10% in Q4 2025, underperforming the Russell 2000® Value Index, which gained 3.26% [1] - The fund identified opportunities in overlooked firms expected to achieve high earnings growth in 2026, despite a pullback in the AI sector due to overinvestment concerns [1] - Stock selection in Information Technology and Real Estate positively impacted performance, while negative effects were noted in Health Care, Industrials, and Energy sectors [1] Company Highlights - Lamar Advertising Company (NASDAQ:LAMR) emerged as a significant contributor to the fund's performance in Q4 2025, with a one-month return of 0.90% and a 52-week gain of 8.53% [2] - As of January 12, 2026, Lamar Advertising's stock closed at $129.60 per share, with a market capitalization of $13.126 billion [2] - The company, operating as a real estate investment trust, had previously underperformed but showed a solid Q3 report and favorable outlook, leading to a stock rally [3]

Core Insights - Lamar Advertising (LAMR) shares have increased by 8.8% over the past three months, significantly outperforming the outdoor advertising industry's growth of 1.4% [1][7] - The company holds a substantial market share in the U.S. outdoor advertising sector, supported by a diversified tenant base and strategic acquisitions [3][8] Company Performance - Analysts have a positive outlook on Lamar, with the Zacks Consensus Estimate for its 2025 FFO per share rising to $8.19 and the 2026 estimate increasing by 1% to $8.83 [2] - Lamar's revenue is bolstered by a well-diversified tenant mix, which includes sectors such as services, healthcare, and retail, helping to mitigate revenue volatility [3] Growth Drivers - The company's focus on enhancing its digital capabilities is expected to drive long-term growth, with over 5,400 digital billboards in operation as of Q3 2025 [4][7] - The Out of Home (OOH) advertising sector is experiencing rapid growth, with technological advancements and increased investments expected to further support this trend [5] Expansion Activities - In 2025, Lamar completed over 30 acquisitions totaling approximately $133.9 million, which is indicative of its aggressive expansion strategy [5][7] Competitive Advantage - The outdoor advertising industry has high barriers to entry due to permitting restrictions, providing Lamar with a competitive edge [8] Dividend Performance - Lamar has consistently raised its dividend, with a five-year annualized growth rate of 13.94%, which enhances investor confidence [9]

Key Takeaways OUTFRONT Media stock outpaced the industry, rising 43.8% in three months compared with 0.5% growth.OUT benefits from a nationwide, multi-industry ad portfolio that helps smooth demand cycles and revenues.OUT is expanding through strategic buyouts, investing $10.4M in acquisitions in the first nine months of 2025.OUTFRONT Media’s (OUT) shares have gained 43.8% over the past three months compared with the industry’s 0.5% growth.This New York-based real estate investment trust’s (“REIT”) diversif ...

Group 1 - The article emphasizes the importance of patience when investing in undervalued dividend stocks, particularly highlighting OUTFRONT Media as a potential turnaround opportunity [2] - iREIT+HOYA Capital focuses on income-producing asset classes, aiming to provide sustainable portfolio income, diversification, and inflation hedging for investors [1][2] - The investment group offers research on various financial instruments including REITs, ETFs, closed-end funds, preferred stocks, and dividend champions, targeting dividend yields up to 10% [2] Group 2 - The article indicates that the author has a beneficial long position in OUTFRONT Media shares, suggesting confidence in the stock's future performance [3] - The content is presented as informational and does not constitute financial advice, encouraging readers to conduct their own due diligence [4]

Core Insights - Lamar Advertising Company has appointed Ross Reilly as President of its Outdoor Division, effective January 1, 2026, to oversee its billboard display business [1] - Mr. Reilly has a strong background in mergers and acquisitions, having closed over $1.5 billion in out-of-home asset acquisitions since 2019 [2] - He has also played a key role in developing Lamar's programmatic sales strategy and has led the investment in Vistar Media, the largest out-of-home programmatic sales platform [2][3] Company Background - Lamar Advertising Company, founded in 1902, is one of the largest outdoor advertising companies in North America, operating over 362,000 displays across the United States and Canada [6] - The company offers a variety of advertising formats, including billboards, interstate logos, transit, and airport advertising, catering to both local businesses and national brands [6] - Lamar boasts the largest network of digital billboards in the United States, with over 5,400 displays [6]

Shares of Lamar Advertising Company ( LAMR ) have been an underwhelming performer over the past year, losing just over 2% of their value. Higher-for-longer rates and a lost contract in Vancouver have weighed on shares. However, its core business has been showing signs of accelerationOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ha ...