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LGI

Lazard Global Total Return & Income Fund Inc
$18.28 -0.46 (-2.45%) At close · Jul 13
Market Cap
$237.88M
Shares
13,012,942

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$18.28 Open$18.63 Day$18.24–18.72 52W$15.32–19.71 Avg vol 30d34K Short int75K · 0.6% float · 2.4d Short vol53% DataJan 2020–Jul 2026
Up next
FQ3-26 quarter ends
~Jul 31, 2026 Est
Equibles Rating blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 16.5 · calm Equity put/call 0.67
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +3%
above
Price vs 50-day avg +1%
above
RSI (14) 50
neutral
MACD trend Positive
52-week position 67%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return +4%
trailing
6-month return +3%
trailing
YTD return +7%
this year
Relative strength −5%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $18 › 200d $18 — 50d above 200d
Institutional flow Accumulating
2 of 47 funds reported for Jun 30 · net +600 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.58% of float · ▲ +26.3% MoM · 2.4 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
47 holders — near 3-yr high, broad support
Squeeze score 55
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 17%
annualized · 1-yr
Max drawdown −21%
past year
ATR 1.5%
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.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+3% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
50 Neutral
MACD trend
Positive Bullish
52-week position
67% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $18 › 200d $18 — 50d above 200d
Institutional flow Accumulating
2 of 47 funds reported for Jun 30 · net +600 sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.58% of float · ▲ +26.3% MoM · 2.4 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
47 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $15 Now $18 · 67% 52-wk high $20
vs 200-day avg +3% vs 50-day avg +1%

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

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
LGI
Lazard Global Total Return & Income Fund Inc
this stock
$237.88M +7.5% 0.6%
BLK
BlackRock, Inc.
$335.96B -3.1% +16.2% 26.0 0.6%
BN
BROOKFIELD Corp /ON/
$97.52B -5.2% 0.7%
BX
Blackstone Inc.
$92.53B -19.9% +9.2% 31.9 3.1%
KKR
KKR & Co. Inc.
$87.28B -23.8% -11.0% 1.7%

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
47
% held
15.7%
Reported
2 of 47
Top holder
MORGAN STANLEY
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
75.3K
Days to cover
2.4d
Change
+15.7K sh
View
Short Volume
Short vol %
53%
As of
Jul 14, 2026
Short Total
View
Fails to Deliver
FTD shares
504
Value
$9.1K
As of
Jun 10, 2026
View
Off-Exchange
Off-exchange %
68.6%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Thomas R Carper
Amount
$1.0K–$15.0K
Traded
Apr 17, 2023
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Mar 18, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
LGI -2.3% +3.6% +3.1% -1.1% +7.5%
SPY -0.3% +1.6% +8.3% +0.3% +9.9%
vs SPY -2.0% +2.1% -5.2% -1.4% -2.4%

Capital returns

Latest dividend
$0.153 / share · ex Jul 10, 2026
Raised 3.4%
Paid (TTM)
$1.803 / share · 12 payouts
Dividend yield (TTM, derived)
9.86%

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 1278211 CUSIP 52106W103 13F (30d) 2 filings 2 filers Visit website