Lazard, Inc. LAZ R3KFINANCIAL
Company Overview
Lazard, Inc. operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers financial advisory services, such as mergers and acquisitions, capital markets, shareholder, sovereign, geopolitical, and other strategic advisory services, as well as restructuring and liability management, and capital raising and placement services. This segment offers its services to corporate, partnership, institutional, government, sovereign, and individual clients to various industry areas, including consumers and retail; financial institutions; financial sponsors; healthcare and life sciences; industrials; media, entertainment, and sports; power, energy, and infrastructure; real estate; technology; and telecom and digital infrastructure. The Asset Management segment offers a range of investment solutions; investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. Lazard, Inc. was incorporated in 1848 and is headquartered in New York, New York.
Why Investors Should Care
Generates a return on equity of 25.7%, reflecting efficient use of shareholder capital.
Net profit has compounded at 29.0% per year over the last five years.
Offers a dividend yield of 5.55%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $3.19B (+1.5% YoY); net profit $236.83M.
- Trailing 12 Months Year-on-year growth — revenue +0.1%, earnings -94.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 3.8%, profit CAGR 29.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 3.78% |
| 1 Year: | 0.10% |
Compounded Profit Growth
| 5 Years: | 28.96% |
| 1 Year: | -94.20% |
Stock Price Performance
| 1 Year: | -17.14% |
| 6 Months: | +4.32% |
| 3 Months: | -2.55% |
| 1 Month: | -0.34% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)52.30 · Neutral
P/E of 21.70 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 25.7%.
- Profit CAGR of 29.0% over 5 years.
- Attractive dividend yield of 5.55%.
- Generates positive free cash flow.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LAZ Lazard, Inc. R3KFINANCIAL | 44.05 | 21.70 | $4.34B | 5.55% | - | 25.66% | 3.78% | 28.96% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 620.59M | 585.32M | - | 510.12M | 546.64M | 621.10M | - | 637.42M | 729.95M | 638.13M | - | 768.21M | 771.53M | 640.80M | - | 661.68M | 650.80M | 611.07M | - | 558.16M | 592.26M | 598.02M | 679.90M | 843.26M | 737.81M | 716.14M | 660.66M | 746.43M | 561.91M | 662.32M | 543.17M | 785.48M | 707.99M | 807.41M | 657.50M | 807.95M | 763.10M | 919.41M | 771.59M | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 430.27M | 519.21M | 498.21M | 637.69M | 491.89M | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 227.23M | 288.75M | 264.89M | 281.72M | 279.69M | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 163.15M | 183.71M | 154.94M | 184.07M | 175.11M | - |
| Operating Income | -801.38M | 570.74M | 139.35M | 98.38M | 113.24M | 148.99M | 156.86M | 150.20M | 172.50M | 144.21M | 358.54M | 185.83M | 199.94M | 138.68M | 156.32M | 119.66M | 101.69M | 52.37M | 118.98M | 84.10M | 95.86M | 104.68M | 134.29M | 166.26M | 154.96M | 159.73M | 125.84M | 158.14M | -36.92M | -110.07M | -4.86M | 54.56M | 63.64M | 161.19M | 64.09M | 105.04M | 109.96M | 97.65M | 104.58M | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 84.19M | 122.87M | 126.09M | 116.25M | 120.21M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 21.11M | 21.16M | 22.69M | 22.66M | 22.82M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 54.63M | 93.08M | 94.93M | 84.95M | 89.57M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -7.35M | 31.76M | 21.43M | 30.74M | -10.99M | - |
| Net Income | 374.11M | 398.52M | 157.79M | 66.82M | 80.36M | 112.54M | 127.98M | 107.55M | 120.38M | 109.21M | -83.56M | 159.69M | 146.96M | 107.07M | 113.40M | 97.04M | 65.78M | 46.70M | 76.98M | 64.02M | 73.46M | 75.09M | 87.30M | 123.18M | 107.21M | 113.88M | 95.48M | 105.80M | -22.17M | -124.01M | 7.14M | 35.76M | 49.91M | 107.94M | 60.38M | 55.35M | 71.25M | 49.86M | 100.92M | - |
| Diluted EPS | 2.82 | 2.99 | 1.18 | 0.50 | 0.61 | 0.85 | 0.96 | 0.81 | 0.91 | 0.82 | -0.70 | 1.21 | 1.13 | 0.82 | 0.89 | 0.80 | 0.55 | 0.40 | 0.67 | 0.56 | 0.66 | 0.66 | 0.75 | 1.08 | 0.94 | 1.05 | 0.92 | 1.06 | -0.27 | -1.41 | 0.06 | 0.35 | 0.49 | 1.02 | - | 0.52 | 0.65 | 0.45 | 0.91 | 0.03 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.70B | 1.64B | 2.00B | 1.92B | 1.99B | 2.06B | 2.36B | 2.40B | 2.38B | 2.70B | 2.88B | 2.67B | 2.65B | 3.27B | 2.86B | 2.59B | 3.14B | 3.19B |
| Operating Income | 25.14M | -182.23M | 243.65M | 235.50M | 123.89M | 216.81M | 519.47M | -16.62M | 517.46M | 825.45M | 680.77M | 392.70M | 502.14M | 723.85M | 516.85M | -79.96M | 386.47M | 327.60M |
| Net Income | 3.14M | -130.24M | 174.98M | 174.92M | 84.31M | 160.21M | 427.28M | 986.37M | 387.70M | 253.58M | 527.12M | 286.50M | 402.46M | 528.06M | 357.52M | -75.48M | 279.91M | 236.83M |
| Diluted EPS | 0.06 | -1.68 | 1.36 | 1.36 | 0.65 | 1.21 | 3.20 | 7.40 | 2.92 | 1.91 | 4.06 | 2.44 | 3.54 | 4.63 | 3.51 | -0.90 | 2.68 | 2.17 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 3.15B | 3.42B | 3.08B | 2.99B | 3.01B | 3.33B | 4.48B | 4.56B | 4.93B | 5.00B | 5.64B | 5.97B | 7.15B | 5.85B | 4.64B | 4.79B | 4.94B |
| Total Equity | 123.11M | 311.75M | 355.39M | 652.40M | 726.14M | 569.66M | 560.21M | 706.74M | 1.31B | 1.24B | 1.20B | 916.85M | 609.99M | 911.77M | 975.22M | 556.46M | 423.76M | 636.24M | 873.65M |
| Cash & Equivalents | 1.06B | 909.71M | 917.33M | 1.21B | 1.00B | 850.19M | 841.48M | 1.07B | 1.13B | 1.16B | 1.48B | 1.25B | 1.23B | 1.39B | 1.47B | 1.23B | 971.32M | 1.31B | 1.47B |
| Long Term Debt | - | - | - | - | - | - | - | - | 989.36M | 1.19B | 1.19B | 1.43B | 1.68B | 1.68B | 1.69B | 1.69B | 1.69B | 1.69B | 1.69B |
| Total Liabilities | - | - | 2.62B | 2.63B | 2.22B | 2.34B | 2.38B | 2.56B | 3.11B | 3.26B | 3.67B | 4.03B | 4.96B | 4.97B | 5.49B | 4.59B | 4.07B | 4.03B | 3.95B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 505.89M | 244.78M | 168.80M | 397.80M | 481.91M | 526.70M | - | - | 632.60M | 1.03B | 699.04M | 677.95M | 575.93M | - | 833.98M | 164.66M | 742.83M | 519.33M |
| Investing Cash Flow | -151.93M | -96.56M | 411.73M | -45.28M | -84.93M | -54.55M | - | - | -37.65M | -26.92M | -46.21M | -42.25M | -62.94M | - | -56.44M | -38.32M | 134.07M | -81.98M |
| Financing Cash Flow | -437.02M | -165.56M | -277.89M | -552.36M | -563.22M | -487.07M | - | - | -479.75M | -318.51M | -726.10M | -444.05M | -547.35M | - | -1.38B | -1.57B | -439.67M | -463.64M |
| Capital Expenditure | -18.51M | -11.91M | -13.38M | -46.44M | -89.30M | -60.96M | -22.18M | -26.63M | -38.75M | -27.67M | -49.59M | -42.76M | -64.29M | - | -49.51M | -28.30M | -45.50M | -31.95M |
| Free Cash Flow | 487.39M | 232.86M | 155.42M | 351.36M | 392.61M | 465.73M | - | - | 593.85M | 1.00B | 649.45M | 635.20M | 511.64M | - | 784.47M | 136.37M | 697.33M | 487.38M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -604.49M | -1.44B | 437.23M | -26.30M |
| Share Buybacks | 277.06M | 50.48M | 149.98M | 204.84M | 354.46M | 132.48M | 192.66M | 172.77M | 300.22M | 306.74M | 552.87M | 494.69M | 95.23M | 406.15M | 691.71M | 102.05M | 59.50M | 91.01M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 1.5% | -11.1% | 12.2% | 12.3% | 6.2% | 10.5% | 22.0% | -0.7% | 21.7% | 30.6% | 23.6% | 14.7% | 19.0% | 22.1% | 18.1% | -3.1% | 12.3% | 10.3% |
| Net Margin % | 0.2% | -7.9% | 8.7% | 9.1% | 4.2% | 7.8% | 18.1% | 41.0% | 16.3% | 9.4% | 18.3% | 10.7% | 15.2% | 16.1% | 12.5% | -2.9% | 8.9% | 7.4% |
| ROE % | 1.0% | -36.6% | 26.8% | 24.1% | 14.8% | 28.6% | 60.5% | 75.1% | 31.4% | 21.1% | 57.5% | 47.0% | 44.1% | 54.1% | 64.2% | -17.8% | 44.0% | 27.1% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | FMR, LLC | 10.09% | 11.15M | $398.70M |
| 2 | Blackrock Inc. | 8.18% | 9.04M | $323.14M |
| 3 | Price (T.Rowe) Associates Inc | 8.11% | 8.96M | $320.41M |
| 4 | Vanguard Portfolio Management LLC | 5.55% | 6.14M | $219.36M |
| 5 | Ariel Investments, LLC | 5.21% | 5.76M | $205.76M |
| 6 | Vanguard Capital Management LLC | 4.54% | 5.02M | $179.51M |
| 7 | State Street Corporation | 3.29% | 3.63M | $129.88M |
| 8 | Goldman Sachs Group Inc | 2.70% | 2.99M | $106.77M |
| 9 | Geode Capital Management, LLC | 2.32% | 2.56M | $91.57M |
| 10 | Capital Research Global Investors | 2.03% | 2.24M | $80.16M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for LAZ
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LAZ — Frequently Asked Questions
What is the current share price of Lazard, Inc. (LAZ)?
As of 2026-09-19 21:16 PDT, Lazard, Inc. (LAZ) trades at $44.05 on NYSE. Its 52-week range is $38.25 to $55.74.
What is the market capitalisation of LAZ?
Lazard, Inc. (LAZ) has a market capitalisation of $4.34B on NYSE.
What is the P/E ratio of LAZ?
LAZ trades at a trailing price-to-earnings (P/E) ratio of 21.70. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 3.81.
Does LAZ pay a dividend?
Lazard, Inc. (LAZ) currently offers a dividend yield of 5.55%.
What is the return on equity (ROE) of LAZ?
LAZ has a return on equity (ROE) of 25.66%.
Is LAZ a good stock to buy?
This page provides a data-driven analysis of Lazard, Inc. (LAZ), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.