LAZ · Lazard, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| adjusted compensation ratio non-GAAP | 69.9% | Q1 2026 | — |
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| adjusted incentive fees non-GAAP | $11M | Q1 2026 | — |
| adjusted management fees non-GAAP | $296M | Q1 2026 | — |
| adjusted net revenue non-GAAP | $356M | Q1 2026 | — |
| adjusted non-compensation ratio non-GAAP | 22.1% | Q1 2026 | — |
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| Ending AUM | 259B | Q1 2026 | — |
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| net inflows | 9B | Q1 2026 | — |
| net Managing Director additions | 28 | 2025 | — |
| AUM | $254B | as of December 31, 2025 | — |
| Average AUM | $247B | full year 2025 | — |
| Financial Advisory adjusted net revenue non-GAAP | $1.8B | full year 2025 | — |
| Financial Advisory revenue per MD | $8.9M | full year 2025 | — |
| Managing Directors hired | 21 | full year 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LAZ
this stock
Lazard, Inc.
|
$4.86B | -9.6% | +1.5% | 17.3 | 7.7% |
|
MS
Morgan Stanley
|
$341.32B | +22.6% | +5.5% | 19.6 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$320.25B | +24.1% | +8.9% | 19.8 | 2.2% |
|
SCHW
Schwab Charles Corp
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$173.84B | +0.4% | -9.3% | 19.9 | 1.4% |
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HOOD
Robinhood Markets, Inc.
|
$95.78B | -6.0% | +51.6% | 51.6 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LAZ | +0.3% | -0.3% | -16.8% | +3.7% | -9.6% |
| SPY | -0.5% | +0.5% | +7.6% | +0.2% | +9.7% |
| vs SPY | +0.8% | -0.8% | -24.4% | +3.5% | -19.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.