502,730 Shares in Lazard, Inc. $LAZ Purchased by Algebris UK Ltd.
Algebris UK Ltd. recently purchased 502,730 shares of Lazard, Inc. (LAZ) in the fourth quarter, a significant new position valued at $24.4 million, representing 1.2% of Algebris's portfolio and 0.45% of Lazard. This comes despite Lazard missing analyst expectations in its latest quarterly results, with EPS of $0.42 and revenue of $672.98 million, though revenue did increase by 16.8% year-over-year. The company declared a $0.50 quarterly dividend, offering a 4.2% yield, while Wall Street analysts maintain a consensus "Hold" rating with a price target of $52.56.
Understanding Momentum Shifts in (LAZ)
This article from Stock Traders Daily analyzes potential momentum shifts in Lazard Ltd. Class A (NYSE: LAZ), highlighting a weak near-term sentiment that could lead to bearish positioning. It details an exceptional 46.5:1 risk-reward short setup and provides institutional trading strategies including long, breakout, and risk hedging, along with multi-timeframe signal analysis. The report is generated by AI models and advises on current positioning and risk parameters.
T. Rowe Price (NYSE: LAZ) reports 9.6M shares, 8.6% stake
T. Rowe Price Associates, Inc. has filed an amended Schedule 13G/A, reporting beneficial ownership of 9,601,861 shares of Lazard Inc (NYSE: LAZ) common stock, which represents an 8.6% stake in the company. The filing specifies that 9,547,474 shares carry sole voting power, while also explicitly denying beneficial ownership. This indicates a large passive holding but with a legal disclaimer regarding control.
Ariel Investments reports 5.2% stake in Lazard (NYSE: LAZ)
Ariel Investments, LLC has reported a 5.2% beneficial ownership stake in Lazard Inc. (NYSE: LAZ) as of March 31, 2026, totaling 5,826,289 shares. The Schedule 13G filing indicates that Ariel Investments holds these shares on behalf of its adviser clients, with no single client holding an economic interest exceeding 5%. The firm maintains sole voting power over 5,265,803 shares and sole dispositive power over all 5,826,289 shares.
Lazard's April AUM Rises 6.2% on Market Appreciation & Net Inflows
Lazard (LAZ) reported a 6.2% increase in preliminary assets under management (AUM) to $275.4 billion in April 2026, driven by market appreciation, foreign exchange appreciation, and net inflows. Equity, fixed-income, multi-asset, and alternative assets all saw sequential increases. Despite a reliance on financial advisory revenues, cost-control initiatives are expected to support near-term profitability, though the company currently holds a Zacks Rank #5 (Strong Sell).
Lazard And 2 Stocks That May Be Trading Below Their Estimated Value
This article identifies Lazard, On Holding, and York Space Systems as potentially undervalued stocks based on discounted cash flow analysis. Despite some financial considerations like debt or declining margins, all three companies show strong future earnings or revenue growth forecasts that surpass market averages. The piece highlights the potential for growth and diversification for investors looking at these stocks.
Fund Update: New $11.4M $WAT stock position opened by Lazard Freres Gestion S.A.S.
Lazard Freres Gestion S.A.S. has initiated a new $11.4 million position in Waters Corporation ($WAT) as per their latest SEC 13F filing for the reporting period ending March 31, 2026. The article details recent hedge fund activity, insider trading, congressional stock transactions, and analyst ratings and price targets for $WAT, highlighting both increases and decreases in institutional holdings.
Lazard to Expand Private Capital Advisory With Campbell Lutyens Deal
Lazard has announced its acquisition of Campbell Lutyens for approximately $575 million, forming a new business unit called Lazard CL. This move aims to significantly expand Lazard's private capital advisory services, integrate them with existing advisory divisions, and enhance global reach. The acquisition is a key part of Lazard's "Lazard 2030" vision, intending to double revenue and increase private capital contributions.
Lazard (NYSE: LAZ) Q1 2026 revenue hits $757M as AUM climbs
Lazard reported strong Q1 2026 results with GAAP net revenue reaching $757 million, a 17% increase year-over-year, and GAAP net income up 67% to $101 million. Asset Management was a key driver, seeing its net revenue rise 42% and adjusted net revenue increase 17%. Despite a dip in adjusted net income and adjusted diluted EPS, the company's assets under management grew 14% to $259 billion, bolstered by $9 billion in net inflows, and Lazard announced its agreement to acquire Campbell Lutyens.
Lazard Hires Michael Ure To Power Energy & Infrastructure Group as Senior Advisor
Lazard has announced the hiring of Michael Ure as a Senior Advisor in their Power, Energy & Infrastructure Group, based in Houston. Ure brings over 20 years of experience, most recently serving as President, CEO, and Director of Western Midstream Partners, where he led its transition to a standalone business. This appointment aimes to strengthen Lazard's financial advisory talent by integrating leaders with real-world operational and strategic experience.
Lazard Ltd (NYSE:LAZ) Q1 2026 Earnings Call Transcript
Lazard Ltd (NYSE:LAZ) reported Q1 2026 earnings, missing EPS expectations with $0.42 against an anticipated $0.52. The company announced the strategic acquisition of Campbell Lutyens to create a leading private capital advisory unit, Lazard CL, expected to significantly boost revenue and diversify operations by 2030. Despite a challenging M&A environment in Q1, Lazard's Asset Management arm achieved its highest quarterly net inflows in nearly two decades, totaling $9 billion, driven by strong demand in quantitative strategies and emerging markets.
Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory
Lazard has announced its definitive agreement to acquire Campbell Lutyens, a leading global private markets advisor. This acquisition will form a new unit, Lazard CL, creating a premier private capital advisory platform globally. The combined entity is projected to generate approximately $500 million in estimated combined
Vanguard Capital Management (NYSE: LAZ) reports 5.81M shares, 6.18%
Vanguard Capital Management has reported a significant passive stake in Lazard Inc. through a Schedule 13G filing. The filing indicates Vanguard beneficially owns 5,807,861 shares of Lazard common stock, representing 6.18% of the class, with sole dispositive power over all these shares and sole voting power over 844,772 shares. This disclosure, signed by Ashley Grim, Head of Global Fund Administration, emphasizes a passive investment approach and does not signal any activist intent.
Vanguard holds 4.97M Lazard shares, 5.28% stake (LAZ)
Vanguard Portfolio Management has reported a beneficial ownership of 4,967,500 shares of Lazard Inc. common stock, which represents a 5.28% stake, as detailed in a Schedule 13G SEC filing. This filing categorizes Vanguard's position as a passive institutional investment with sole dispositive power over the shares and limited voting power. The investment dates back to March 31, 2026.
Lazard (NYSE: LAZ) plans $575M Campbell Lutyens private capital acquisition
Lazard (NYSE: LAZ) has announced a definitive agreement to acquire Campbell Lutyens, a global private markets advisor, for approximately $575 million, with potential additional consideration up to $85 million. This acquisition will form a new global unit, Lazard CL, combining their private capital advisory businesses, projected to generate $500 million in estimated 2027 revenue. The transaction is expected to close in 2026, subject to regulatory approvals, and to be accretive to Lazard's earnings from 2027 onwards, aligning with the firm's "Lazard 2030" strategy.
Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory
Lazard has announced its acquisition of Campbell Lutyens, a move poised to establish the combined entity as a global leader in private capital advisory. This strategic acquisition aims to enhance Lazard's capabilities in the private capital sector. The news was promptly disseminated via Quantisnow, a real-time market data platform for retail investors.
Lazard, Inc. shares tick higher as record adjusted revenue tops forecasts
The article reports that Lazard, Inc. shares rose after the company announced record adjusted revenue that surpassed analyst forecasts. This positive financial performance indicates strong operational results for the firm.
Discipline and Rules-Based Execution in LAZ Response
The article analyzes Lazard Ltd. Ltd. Class A (NYSE: LAZ), highlighting conflicting sentiment across different time horizons and suggesting choppy conditions. It identifies an exceptional short setup with a 49.3:1 risk-reward ratio, targeting 13.9% downside. The analysis provides AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop loss zones.
Lazard Ltd stock (BMG540501027): Why Google Discover changes matter more now
Google's 2026 Discover Core Update, completed on February 27, 2026, is significantly changing how financial news, especially for stocks like Lazard Ltd, is presented to mobile users. This update prioritizes personalized, mobile-first content, offering retail investors quicker access to relevant insights on M&A trends and asset management directly in their Google app feed without the need for active searches. This shift enhances visibility for firms like Lazard, influencing investor sentiment and providing a faster edge on market-moving developments by leveraging user activity and delivering authoritative content.
Lazard Ltd stock (BMG540501027): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is significantly altering how financial news, specifically about Lazard Ltd, reaches investors. This update prioritizes personalized, mobile-first content, allowing retail investors to receive timely insights into Lazard's M&A trends, asset management fees, and strategic shifts directly in their Google app feed without active searching. The article details how this shift benefits Lazard by amplifying its narratives through mobile-optimized, authoritative content, potentially influencing trading volume and investor sentiment.
Lazard to Announce First Quarter 2026 Financial Results
Lazard, Inc. (NYSE: LAZ) announced that it will release its first quarter 2026 financial results on Friday morning, May 1, 2026. The company will also host a conference call at 8:00 a.m. ET on May 1, 2026, to discuss these results, with a replay available shortly after. Lazard, founded in 1848, is a prominent financial advisory and asset management firm.
LAZ (NYSE: LAZ) affiliate Mary Betsch sells 12,121 shares, plus multiple 1,515-share trades
Mary A. Betsch, an affiliate of Lazard, Inc. (NYSE: LAZ), has disclosed multiple stock sales conducted in March and April 2026. The sales include a large transaction of 12,121 shares on March 17, 2026, for over $496,000, alongside several smaller sales of 1,515 shares each on subsequent dates. These transactions were reported in a Form 144 SEC filing, detailing the vesting of restricted stock and the proceeds from each sale.
Behavioral Patterns of LAZ and Institutional Flows
This article provides an AI-driven analysis of Lazard Ltd. Class A (NYSE: LAZ), highlighting its behavioral patterns and institutional flows. It identifies a mid-channel oscillation pattern and offers specific trading strategies for different risk profiles, including a short setup with a 50.9:1 risk-reward ratio. The analysis also covers multi-timeframe signal strengths and support/resistance levels.
LAZ (NYSE) Form 144: Brokered notice to sell 3,030 shares through Fidelity
Lazard, Inc. (LAZ) has filed a Form 144 disclosing an intended sale of 3,030 shares of common stock through Fidelity Brokerage Services LLC, valued at $136,350.00, with an entry date of April 9, 2026. The filing indicates these shares are linked to a restricted stock vesting event on March 16, 2026, labeled as compensation. Additionally, the document reports several previous dispositions by Mary A. Betsch in March and April 2026.
LAZ (NYSE) Form 144: Affiliate files to sell 3,030 shares; insider trades shown
Fidelity Brokerage Services LLC has filed a Form 144 indicating a proposed sale of 3,030 shares of Lazard, Inc. (LAZ) common stock, expected to occur on March 16, 2026, due to restricted stock vesting. The filing also discloses recent sales by Mary A. Betsch in March 2026, totaling 15,151 shares across three transactions, with their corresponding gross proceeds. This routine notice provides transparency regarding affiliate stock transactions.
(LAZ) Movement Within Algorithmic Entry Frameworks
Quantitative Research Desk reports on Lazard Ltd. Ltd. Class A (NYSE: LAZ), indicating near-term strong sentiment transitioning to mid-term neutrality and long-term positive bias. The analysis highlights elevated downside risk due to a lack of additional long-term support signals. The article provides AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Lazard (LAZ) Receives a Sell from Goldman Sachs
Goldman Sachs analyst James Yaro has maintained a Sell rating on Lazard (LAZ) and set a price target of $40.00. This comes despite a general Street consensus of a Hold rating with a higher average price target for Lazard. The company recently reported quarterly revenue of $929.38 million and a net profit of $49.86 million, a decrease in net profit compared to the previous year.
Lazard (LAZ) Receives a Sell from Goldman Sachs
Goldman Sachs analyst James Yaro has reiterated a Sell rating on Lazard (LAZ) with a price target of $40.00. This rating comes despite the company reporting increased quarterly revenue of $929.38 million. The consensus on the Street for Lazard remains a Hold, with an average price target of $54.40.
Lazard Faces Redemption Limits As Private Credit Risks Hit Valuation
Lazard has imposed redemption limits on certain funds, a move driven by increasing concerns over liquidity and valuation within the private credit market, following similar restrictions by JPMorgan. This situation puts Lazard (NYSE:LAZ) shares under pressure, as evidenced by recent declines, and prompts investors to consider how these market dynamics might influence the firm's role and stock performance. Simply Wall St's analysis suggests LAZ is undervalued while highlighting risks related to dividend sustainability and high debt levels.
Vanguard disaggregates Lazard holdings; LAZ shows 0 shares after realignment
Vanguard has amended its Schedule 13G/A filing for Lazard Inc. (LAZ), indicating zero beneficial ownership after an internal realignment on January 12, 2026. This change means certain Vanguard subsidiaries will now report their holdings separately, with The Vanguard Group no longer deemed to beneficially own those securities. The amendment, signed by Ashley Grim, Head of Global Fund Administration, emphasizes that this is a reporting reallocation within Vanguard and not a sale of shares.
How (LAZ) Movements Inform Risk Allocation Models
This article from Stock Traders Daily discusses Lazard Ltd. (NYSE: LAZ), highlighting weak near and mid-term sentiment but a strong long-term positive outlook. It provides AI-generated trading strategies for different risk profiles, including position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis. The analysis details support and resistance levels across various time horizons for LAZ.
[144] Lazard, Inc. SEC Filing
This article reports on a Form 144 SEC filing by Lazard, Inc. (LAZ), indicating a proposed sale of securities. The filing details securities to be sold, including 7885 shares of common stock with an aggregate market value of $318,317.45, acquired on March 17, 2026, through restricted stock vesting. It also confirms no securities were sold in the past three months by the filer.
LAZ (NYSE: LAZ) director sells 13,636 shares, $557K proceeds reported
A Form 144 filing indicates that Mary A. Betsch, a director at Lazard, Inc. (NYSE: LAZ), sold a total of 13,636 shares for $557,273.08 from two transactions on March 17 and March 18, 2026. This comes after a restricted stock vesting of 1,515 shares on March 16, 2026, described as compensation. The filing's impact and sentiment are deemed neutral.
[Form 4] Lazard, Inc. Insider Trading Activity
Christopher Hogbin, CEO of Asset Management at Lazard, Inc., reported compensation-related equity activity, including the acquisition of 48,332 shares from RSU vesting and the sale of 11,829 shares totaling approximately $473,593, under a Rule 10b5-1 trading plan. These sales were intended to cover estimated taxes and personal expenditures. Following these transactions, Hogbin maintains a substantial equity interest with 11,829 common shares and 260,989 Restricted Stock Units.
LAZ (NYSE) director sale: Christopher Hogbin reports 7,885-share disposition
A recent SEC Form 144 filing indicates that Christopher Hogbin, a director at Lazard, Inc. (LAZ), reported the vesting of 3,944 restricted shares on March 17, 2026, and subsequently sold 7,885 shares on March 18, 2026. The transaction is a routine disclosure related to compensation and a marketplace sale. The filing details the specifics of the share acquisition and sale, including the aggregate market value and gross proceeds.
[144] Lazard, Inc. SEC Filing
This article reports on Lazard, Inc.'s SEC Form 144 filing, a notice of proposed sale of securities under Rule 144. The filing, categorized as "Neutral" in its impact and sentiment by Rhea-AI, details the sale of 12,121 shares of common stock with an aggregate market value of $496,112.53. The acquisition of these securities occurred on March 16, 2026, through restricted stock vesting as compensation from the issuer.
[144] Lazard, Inc. SEC Filing
This article details a recent SEC Form 144 filing by Lazard, Inc. (LAZ) related to a proposed sale of securities. The filing indicates a sale of 69,170 common shares with an aggregate market value of $2,794,468.00, resulting from restricted stock vesting. The transaction is scheduled for approximately March 17, 2026, and will be handled by Fidelity Brokerage Services LLC.
Lazard (LAZ) CFO Tracy Farr receives 12,982 RSU equity award, 3-year vesting
Lazard CFO Tracy Farr has been granted 12,982 Restricted Stock Units (RSUs) as a compensation award, vesting over three years. This equity award, which converts to 37,576 shares-equivalent RSUs in her holdings, is a routine compensation event and not an open-market transaction. The vesting schedule is set for March 1, 2027, March 1, 2028, and March 1, 2029, aligning her long-term interests with the company's performance.
[Form 4] Lazard, Inc. Insider Trading Activity
Lazard, Inc.'s Chief Operating Officer, Alexandra Soto, reported the acquisition of 101,739 Restricted Stock Units (RSUs) in a recent Form 4 filing. These RSUs, which represent a right to one share of common stock each, are scheduled to vest around March 1, 2029. This transaction is noted as compensation rather than an open-market trade, increasing Soto's total holdings to 301,483 shares and units.
Lazard (LAZ) Updates February AUM at $277.7B amid Inflows and Edgewater Stake Sale
Lazard, Inc. announced its preliminary assets under management (AUM) reached $277.7 billion as of February 28, 2026. This figure includes a market appreciation of $8.9 billion and net inflows of $4.2 billion, offset by $0.8 billion in currency depreciation and a $1.5 billion reduction from the sale of its stake in Edgewater Funds management vehicles. This sale is part of Lazard's "Lazard 2030" strategy to simplify operations and align with long-term growth.
Trading Systems Reacting to (LAZ) Volatility
The article discusses the volatility of Lazard Ltd. (LAZ) and provides an AI-generated analysis of its stock. It highlights weak near- and mid-term sentiment but a strong long-term outlook, with specific trading strategies and risk parameters. The analysis includes multi-timeframe signal analysis and encourages users to access real-time signals and personalized alerts.
LAZ SEC Filings - Lazard Ltd 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Lazard Ltd (LAZ) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event reports, and insider trading forms. It details the company's financial performance, capital structure, and significant corporate events from 1848, with recent filings covering DSU awards, share ownership reports, material events, and debt refinancing activities. The platform also offers AI-powered tools to aid in reviewing these regulatory documents.
Crossmark Global Holdings Inc. Purchases New Stake in Lazard, Inc. $LAZ
Crossmark Global Holdings Inc. recently acquired a new stake of 64,490 shares in Lazard, Inc. (NYSE:LAZ), valued at approximately $3.4 million, representing about 0.06% of the company. This comes as Lazard reported strong Q3 earnings, beating analyst expectations with $0.80 EPS and an 11% year-over-year revenue increase to $892 million, alongside a quarterly dividend of $0.50. Despite mixed analyst ratings, with an average "Hold" and a $57.13 price target, institutional ownership in Lazard is high at 54.80%.
FMR LLC boosts reported stake in Lazard Inc (LAZ) to 11.26M shares — 10.1%
FMR LLC has filed an amended Schedule 13G/A, disclosing a beneficial ownership of 11,260,412 shares, equating to 10.1% of Lazard Inc. common stock. The filing, dated February 27, 2026, indicates that FMR LLC and Abigail P. Johnson both hold sole dispositive power over these shares. This disclosure represents a significant passive institutional investment in Lazard.
Lazard, Inc. Experiences Evaluation Revision Amidst Market Dynamics and Performance Indicators
Lazard, Inc. has undergone an evaluation revision due to fluctuating market conditions, with its stock priced at $50.60, demonstrating significant volatility over the past year. While its year-to-date return of 4.20% has outperformed the S&P 500, its long-term returns lag behind the index. Technical indicators present a mixed but generally bullish sentiment, reflecting the company's dynamic performance.
How Lazard Ltd. Ltd. Class A (LAZ) Affects Rotational Strategy Timing
This article analyzes Lazard Ltd. Ltd. Class A (LAZ) using AI models to determine its effect on rotational strategy timing. It identifies a positive near-term sentiment amidst a mid-channel oscillation pattern, with exceptional risk-reward setups. The analysis provides institutional trading strategies including position trading, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis.
Lazard Global Total Return & Income Fund (NYSE: LGI) NAV +15.34%, 10% payout
Lazard Global Total Return & Income Fund (LGI) reported a 15.34% NAV return and 21.18% market-price return for the year ended December 31, 2025, with net assets of $239.2 million and a 27.7% leverage ratio. The Fund maintains a Managed Distribution Policy, aiming for a 10% annualized payout of NAV, distributing $1.76 per share in 2025. While equity selection in some sectors lagged, currency and emerging market local debt allocations contributed positively, especially frontier FX positions.
Lazard (LAZ) Releases Q4 2025 Earnings: Revenue Up but EPS Down
Lazard (LAZ) announced its Q4 2025 earnings, reporting a 10.8% year-over-year increase in revenue to $929.4 million, while diluted EPS decreased by 43.8% to $0.45. Despite solid top-line growth, profitability and margins compressed, though operating cash flow remained healthy. Insider trading activity showed sales by executives, and institutional investors displayed mixed sentiment regarding their holdings in the company.
[10-K] Lazard, Inc. Files Annual Report | LAZ SEC Filing - Form 10-K
Lazard, Inc. (LAZ) has filed its annual report on Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial advisory and asset management businesses, highlighting its global operations and strategic priorities such as technology investments and human capital development. The filing also includes comprehensive financial statements, risk factors, and information on executive officers and compensation plans.
BREAKINGVIEWS-The Week in Breakingviews: When activists attack
This article discusses the changing nature of activist investing, noting that while activists remain active, their approach is less aggressive as companies have become better at engagement. It highlights recent activist campaigns at companies like Fiserv and Norwegian Cruise Line, but concludes that activists' own investors have not seen exceptional returns and their claims of making capital markets more efficient are not conclusively proven. The article also touches on other global financial topics and a "Chart of the Week" on European rearmament.
