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
Ask ALVIS about this →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 written earnings releases and filings| Metric | Latest | Period | YoY |
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| adjusted compensation ratio non-GAAP | 69.9% | First half of 2026 | — |
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| Adjusted Financial Measures Net Revenue non-GAAP | $1.46B | First half of 2026 | — |
| adjusted incentive fees non-GAAP | $17M | First half of 2026 | — |
| adjusted management fees non-GAAP | $606M | First half of 2026 | — |
| Asset Management adjusted net revenue non-GAAP | $331M | Q2 FY2026 | — |
| Average AUM | $271B | First half of 2026 | — |
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| Ending AUM | $285B | Q2 FY2026 | — |
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| Financial Advisory adjusted net revenue non-GAAP | $801M | First half of 2026 | — |
| positive net flows | $7.4B | First half of 2026 | — |
| Adjusted non-compensation ratio non-GAAP | 22.1% | first quarter of 2026 | — |
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| AUM | 259B | first quarter of 2026 | — |
| Foreign exchange appreciation | $11.1B | full year 2025 | — |
| Managing Directors hired | 21 | full year 2025 | — |
| Net inflows excluding one large U.S. sub-advised relationship | $8.4B | full year 2025 | — |
| Net outflows | $18.1B | full year 2025 | — |
| Revenue per MD non-GAAP | $8.9M | full year 2025 | — |
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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LAZ
this stock
Lazard, Inc.
|
$4.99B | -8.1% | +1.5% | 17.7 | 8.4% |
|
MS
Morgan Stanley
|
$341.38B | +22.4% | +5.5% | 17.6 | 0.8% |
|
GS
Goldman Sachs Group Inc
|
$302.65B | +18.3% | +8.9% | 16.0 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$189.09B | +11.2% | +22.0% | 19.9 | 1.2% |
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HOOD
Robinhood Markets, Inc.
|
$85.92B | -15.5% | +51.6% | 42.3 | 3.7% |
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 | +1.0% | +3.4% | -9.5% | +5.3% | -8.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.6% | -1.0% | -23.3% | +1.4% | -21.9% |
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.