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LAZ · Lazard, Inc.

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$36.44 +0.21 (+0.58%) At close · Oct 1
S&P 600 member Russell 1000 member Rebalance outlook locked
Market Cap
$4.10B
Shares
111.69M
Volume · Oct 1 1.49M Avg daily vol (3M) 1.68M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$36.44 Open$35.60 Day$35.28–36.73 52W close$35.75–57.00 Avg vol 30d1.7M Short int9.9M · 8.9% float · 8.7d Short vol71% Last earningsOct 22, 2026 DataJan 2020–Oct 2026 Filing10-Q · Jul 28

Up next

Next earnings call
Oct 22, 2026 Scheduled · in 3 wks
Latest filing: 10-Q
filed Jul 28, 2026
Q2 2026 earnings call transcript
call held Jul 23, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$3.30B
Trailing 12 months
Net income (TTM)
$277.37M
Trailing 12 months
Revenue growth YoY
+16.5%
Year over year
Operating margin
11.0%
Trailing 12 months
P / E (TTM)
14.4
Trailing earnings · reciprocal yield 7.0%
FCF yield
12.1%
TTM · current market cap
Return on invested capital
18.5%
Trailing 12 months
Net cash
−$668.14M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+1.9%
Year over year · more shares
Price change (1Y)
-31.4%
Trailing year
Short interest
8.9%
Latest settlement · 8.7 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 16.4 · calm Equity put/call 0.57
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −20%
below
Price vs 50-day avg −12%
below
RSI (14) 36
neutral
MACD trend Negative
52-week position 3%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −15%
trailing
6-month return −22%
trailing
YTD return −25%
this year
Relative strength −34%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $41 › 200d $46 — 200d above 50d
Institutional flow Accumulating
2 of 346 funds reported for Sep 30 · net +13 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
8.89% of float · ▲ +6.4% MoM · 8.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
346 holders — near 2-yr high, broad support
Squeeze score 71
high risk · 0–100
Fundamentals
Strong
Revenue growth +1%
Y/Y
EPS growth −19%
Y/Y
Free cash flow $487.4M
Valuation P/E 14.6
below peers
Buyback $257.0M
remaining
Balance sheet $218.7M
net debt
Quant / Vol
risk profile
High
Volatility 42%
annualized · 1-yr
Max drawdown −37%
past year
ATR 4.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2026
Revenue · 2027 $500M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−20% Bearish
Price vs 50-day avg
−12% Bearish
RSI (14)
36 Neutral
MACD trend
Negative Bearish
52-week position
3% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $41 › 200d $46 — 200d above 50d
Institutional flow Accumulating
2 of 346 funds reported for Sep 30 · net +13 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
8.89% of float · ▲ +6.4% MoM · 8.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
346 holders — near 2-yr high, broad support
Price context
position in its 52-week range
Range low $36 Now $36 · 3% Range high $57
vs 200-day avg -20% vs 50-day avg -12%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
GAAP → non-GAAP reconciliation
GAAP Total compensation and benefits expense 562.41M
-142K Compensation and benefits expense related to noncontrolling interests and similar arrangements (a)
-9.92M Charges pertaining to LFI and other similar arrangements (b)
-2.78M Expenses associated with senior management transition (c)
= Adjusted compensation and benefits expense 549.57M
Adjusted compensation and benefits expense, as a % of adjusted net revenue non-GAAP 69.9% Three Months Ended June 30, 2026 filing —
Adjusted net revenue non-GAAP $786.47M Three Months Ended June 30, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP Net revenue - U.S. GAAP basis 807.67M
-9.27M Revenue related to noncontrolling interests and similar arrangements (a)
-9.92M Gains related to LFI and other similar arrangements (b)
-26.93M Distribution fees, reimbursable deal costs, provision for credit losses and other (c)
+22.43M Interest expense (d)
+2.48M Gain on sale and deconsolidation of Edgewater (e)
= Adjusted net revenue 786.47M
Adjusted net revenue (Asset Management) non-GAAP $331.31M Three Months Ended June 30, 2026 filing —
Adjusted net revenue (Financial Advisory) non-GAAP $445.32M Three Months Ended June 30, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP Net revenue - U.S. GAAP basis 450.17M
-4.85M Reimbursable deal costs, provision for credit losses and other
+0K Interest expense
= Adjusted Net Revenue - Financial Advisory 445.32M
GAAP → non-GAAP reconciliation
GAAP Total non-compensation expense 207.66M
-204K Non-compensation expense related to noncontrolling interests and similar arrangements (a)
-26.93M Distribution fees, reimbursable deal costs, provision for credit losses and other (b)
-8.81M Expenses related to the pending acquisition of Campbell Lutyens (c)
+0K Other
= Adjusted non-compensation expense 171.72M
Adjusted non-compensation expense, as a % of adjusted net revenue non-GAAP 21.8% Three Months Ended June 30, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP Operating income 37.6M
-8.92M Operating income related to noncontrolling interests and similar arrangements
+22.43M Interest expense
+0K Other
+2.48M Gain on sale and deconsolidation of Edgewater
+2.78M Expenses associated with senior management transition
+8.81M Expenses related to the pending acquisition of Campbell Lutyens
= Adjusted operating income 65.18M
Adjusted operating income (Asset Management) non-GAAP $74.43M Three Months Ended June 30, 2026 filing —
Adjusted operating income (Financial Advisory) non-GAAP $73.44M Three Months Ended June 30, 2026 filing —
Adjusted operating income, as a % of adjusted net revenue non-GAAP 8.3% Three Months Ended June 30, 2026 filing —
Adjusted operating income, as a % of adjusted net revenue (Asset Management) non-GAAP 22.5% Three Months Ended June 30, 2026 filing —
Asset Management adjusted operating income non-GAAP $74M Three Months Ended June 30, 2026 filing —
Average Alternative Investments AUM $9.64B Three Months Ended June 30, 2026 filing —
Average Equity AUM $210.3B Three Months Ended June 30, 2026 filing —
Average Fixed Income AUM $35.4B Three Months Ended June 30, 2026 filing —
Average Multi Asset AUM $23.78B Three Months Ended June 30, 2026 filing —
Financial Advisory Adjusted net revenue non-GAAP $445.32M Three Months Ended June 30, 2026 filing —
Financial Advisory Adjusted operating income non-GAAP $73.44M Three Months Ended June 30, 2026 filing —
Financial Advisory Adjusted operating income, as a % of adjusted net revenue non-GAAP 16.5% Three Months Ended June 30, 2026 filing —
Number of Financial Advisory clients with fees greater than $1 million 93 Three Months Ended June 30, 2026 filing —
Number of M&A transactions completed with values greater than $500 million 15 Three Months Ended June 30, 2026 filing —
Percentage of total Financial Advisory net revenue from top 10 clients 34% Three Months Ended June 30, 2026 filing —
Total Average AUM $279.12B Three Months Ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
LAZ
Lazard, Inc.
this stock
$4.10B -25.0% +1.5% 14.6 8.9%
MS
Morgan Stanley
 $308.32B +5.9% +5.5% 15.9 0.9%
GS
Goldman Sachs Group Inc
 $272.38B +2.0% +8.9% 14.4 2.4%
SCHW
Schwab Charles Corp
 $171.26B -1.5% +22.0% 18.0 1.1%
HOOD
Robinhood Markets, Inc.
 $107.35B -1.7% +51.6% 52.8 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
346
% held
91.3%
Reported
2 of 346
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
337
View
Short & Settlement
Short Interest Rising
Shares short
9.9M
Days to cover
8.7d
Change
+594.0K sh
View
Short Volume
Short vol %
71%
As of
Oct 1, 2026
Short Total
View
Fails to Deliver
FTD shares
30
Value
$1.3K
As of
Sep 9, 2026
View
Off-Exchange
Off-exchange %
50.5%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
James French Hill
Amount
$50.0K–$100.0K
Traded
Jun 23, 2025
View
Financials
Financials
Revenue (FY)
$3.2B
Net income (FY)
$236.8M
EPS diluted
$2.17
View
Buybacks
Authorized
$257.0M
Remaining
$257.0M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Jul 28, 2026
This year
14
View
Proposed Sales
Value
$5.4M
Shares
125.0K
Filed
Aug 25, 2026
View
Earnings & Events
Webcasts Upcoming
Next webcast
Oct 22, 2026
Last webcast
Jul 23, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
LAZ +0.9% -15.2% -21.9% +0.6% -25.0%
SPY -0.4% -0.2% +12.4% +0.2% +12.0%
vs SPY +1.3% -15.0% -34.4% +0.4% -37.0%

Capital returns

Buyback program · as of Jul 22, 2026
Authorized
$257.00M
Spent (derived)
$0
Remaining
$257.00M
Spent Remaining

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.

Key facts CIK 1311370 CUSIP 52110M109 13F (30d) 12 filings 10 filers Visit website Investor relations