Here’s What Leading Lamar Advertising’s (LAMR) Strong Performance

2 hours ago 1

Soumya Eswaran

Tue, January 13, 2026 astatine 7:07 AM CST 3 min read

Heartland Advisors, an concern absorption company, released its “Heartland Value Plus Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, the market’s gains continued to widen, arsenic tiny worth stocks outpaced the Magnificent 7, and the artificial quality (AI) commercialized pulled backmost successful November amid concerns astir overinvestment and a reassessment of who volition payment from this disruptive technology. The steadfast is uncovering opportunities successful firms that were overlooked but look to beryllium connected way for precocious net maturation successful 2026. The worth positive strategy fell 0.10% successful the 4th compared to the Russell 2000® Value Index’s 3.26% gain. Stock enactment successful Information Technology and Real Estate was favorable to its performance, but, banal effect was antagonistic successful Health Care, Industrials, and Energy sectors. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Heartland Value Plus Fund highlighted stocks specified arsenic Lamar Advertising Company (NASDAQ:LAMR). Lamar Advertising Company (NASDAQ:LAMR) is simply a starring outdoor advertizing institution successful the United States and a large contributor to the strategy's show this quarter. Lamar Advertising Company’s (NASDAQ:LAMR) one-month instrumentality was 0.90%, and its shares gained 8.53% of their worth implicit the past 52 weeks. On January 12, 2026, Lamar Advertising Company (NASDAQ:LAMR) banal closed astatine $129.60 per stock with a marketplace capitalization of $13.126 billion.

Heartland Value Plus Fund stated the pursuing regarding Lamar Advertising Company (NASDAQ:LAMR) successful its 4th fourth 2025 capitalist letter:

"We person besides been seeing affirmative signs successful areas of the marketplace that interaction consumers. One of the apical contributors to our Strategy’s show successful the quarter, for instance, was Lamar Advertising Company (NASDAQ:LAMR), the nation’s starring out-of-home advertizing company. LAMR, which operates arsenic a existent property concern trust, had been underperforming for overmuch of the year. It precocious provided a coagulated Q3 study and precise favorable outlook causing the banal to rally.