Stock Fundamentals

Company Information

Company Name
Lazard Ltd
Sector
Financial Services
Industry
Capital Markets
Exchange
NYSE
ISIN: US52110M1099
CIK: 0001311370
CUSIP: G54050102
Currency: USD
Full Time Employees: 3,309
Phone: 212 632 6000
Fiscal Year End: December
IPO Date: May 05, 2005
Description:

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.

Address:

30 Rockefeller Plaza, New York, NY, United States, 10112

Directors & Officers

Name Title Year Born
Mr. Peter R. Orszag CEO & Chairman 1969
Ms. Alexandra Soto Chief Operating Officer 1968
Mr. Evan Lawrence Russo J.D. Senior Advisor 1975
Mr. Raymond J. McGuire President 1958
Mr. Tracy Farr Chief Financial Officer NA
Mr. Michael Gathy MD & Chief Accounting Officer NA
Mr. Pierre Tattevin Managing Director 1957
Ms. Alexandra M. Deignan Head of Treasury & IR NA
Mr. Christian A. Weideman General Counsel 1976
Ms. Shannon Houston Global Head of Communications & Marketing NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 11.26M Dec 31, 2025 11.99% $0.03 5.44%
Vanguard Group Inc 11.15M Dec 31, 2025 11.87% $0.01 -0.28%
T. Rowe Price Associates, Inc. 7.76M Sep 30, 2025 8.26% $0.04 12.07%
BlackRock Inc 7.32M Sep 30, 2025 7.80% $0.01 -4.40%
Ariel Investments, LLC 5.30M Dec 31, 2025 5.64% $2.78 0.97%
Geode Capital Management, LLC 2.35M Sep 30, 2025 2.50% $0.01 -1.47%
Capital Research Global Investors 2.24M Sep 30, 2025 2.38% $0.02 -5.53%
State Street Corp 2.01M Sep 30, 2025 2.14% $0.00 -4.81%
Victory Capital Management Inc. 1.89M Sep 30, 2025 2.01% $0.06 -1.30%
Ameriprise Financial Inc 1.88M Sep 30, 2025 2.01% $0.02 11.35%
Dimensional Fund Advisors, Inc. 1.73M Dec 31, 2025 1.84% $0.02 6.55%
Fisher Asset Management, LLC 1.72M Sep 30, 2025 1.83% $0.03 1.21%
NORGES BANK 1.65M Dec 31, 2025 1.76% $0.01 19.03%
Principal Financial Group Inc 1.59M Sep 30, 2025 1.69% $0.04 -10.69%
TD Global Investment Solutions – TD Epoch 1.56M Dec 31, 2025 1.66% $0.43 -2.94%
Morgan Stanley - Brokerage Accounts 1.48M Sep 30, 2025 1.58% $0.00 -9.68%
HHG PLC 1.36M Sep 30, 2025 1.45% $0.03 0.21%
ING Investment Management LLC 1.27M Dec 31, 2025 1.36% $0.06 9.15%
Amvescap Plc. 1.13M Sep 30, 2025 1.21% $0.01 -6.23%
Charles Schwab Investment Management Inc 1.05M Dec 31, 2025 1.12% $0.01 -0.39%

Shares Statistics

Shares Outstanding: 93.88M
Shares Float: 92.09M
% Insiders: 260.60%
% Institutions: 9,599.50%
Short % Float: 5.21%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 FMR Inc 11.26M 11.99% ▲ 5.44% Dec 31, 2025
2 Vanguard Group Inc 11.15M 11.87% ▼ 0.28% Dec 31, 2025
3 T. Rowe Price Associates, Inc. 7.76M 8.26% ▲ 12.07% Sep 30, 2025
4 BlackRock Inc 7.32M 7.80% ▼ 4.40% Sep 30, 2025
5 Ariel Investments, LLC 5.30M 5.64% ▲ 0.97% Dec 31, 2025
6 Geode Capital Management, LLC 2.35M 2.50% ▼ 1.47% Sep 30, 2025
7 Capital Research Global Investors 2.24M 2.38% ▼ 5.53% Sep 30, 2025
8 State Street Corp 2.01M 2.14% ▼ 4.81% Sep 30, 2025
9 Victory Capital Management Inc. 1.89M 2.01% ▼ 1.30% Sep 30, 2025
10 Ameriprise Financial Inc 1.88M 2.01% ▲ 11.35% Sep 30, 2025

Valuation Metrics

Enterprise Value: $5.29B
Trailing P/E: 23.32
Forward P/E: 14.06

Financial Highlights

Market Cap: $4.80B
P/E Ratio: $23.32
PEG Ratio: $1.00
Book Value: $9.30
Dividend/Share: $2.00
Dividend Yield: 3.78%
Earnings/Share: $2.17
Profit Margin: 7.64%
Operating Margin: 13.01%
ROA (TTM): 5.16%
ROE (TTM): 28.62%
Revenue (TTM): $3.10B
Revenue/Share (TTM): $31.78
Earnings Growth (YOY): -43.30%
Revenue Growth (YOY): 10.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 29.35x 0.09x 0.80x 4.74x 0.18x
2024-12-31 2.92x 2.77x 0.84x 4.39x 3.45x
2023-12-31 2.22x 4.18x 0.88x -1.03x 43.33x
2022-12-31 3.57x 3.17x 0.78x 6.34x 2.76x
2021-12-31 2.94x 1.81x 0.77x 8.96x 2.09x
2020-12-31 1.81x 0.34x 0.83x 6.23x 0.51x
2019-12-31 1.63x 3.31x 0.88x 4.90x 3.82x
2018-12-31 2.58x 1.86x 0.81x 11.64x 2.26x
2017-12-31 3.05x 1.26x 0.74x 15.42x 1.64x
2016-12-31 4.76x 1.39x 0.72x 10.29x 2.69x
2015-12-31 4.05x 2.07x 0.70x -0.32x 37.26x
2014-12-31 5.97x 3.00x 0.77x 8.30x 3.40x
2013-12-31 6.03x 3.80x 0.79x 2.73x 6.24x
2012-12-31 3.54x 1.92x 0.78x 1.52x 4.47x
2011-12-31 3.49x 1.51x 0.72x 2.61x 3.03x
2010-12-31 0.00x 1.92x 0.77x 2.49x 3.36x
2009-12-31 1.02x 3.60x 0.83x -1.69x -27.33x
2008-12-31 1.18x 5.11x 0.89x 0.18x 6.72x
2007-12-31 0.00x 25.51x 0.97x 3.05x 3.02x
2006-12-31 1.02x -5.46x 1.06x 3.14x 3.78x
2005-12-31 0.00x -1.47x 1.40x 4.37x 4.05x
2004-12-31 N/A 1.35x 0.84x 7.29x 1.54x
2003-12-31 N/A 0.80x 0.84x N/A 1.72x
2002-12-31 N/A 0.00x 0.74x N/A 0.00x
2001-12-31 N/A 0.00x 0.00x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Sep 16, 2025 Peter Richard Orszag N/A Sale 32.48K $54.09 $1.76M
Sep 11, 2025 Evan L Russo N/A Sale 50.00K $56.95 $2.85M
Sep 10, 2025 Evan L Russo N/A Sale 25.00K $55.71 $1.39M
Sep 10, 2025 Michael Gathy N/A Sale 617.00 $55.37 $34.16K
Jun 23, 2025 J. French Hill N/A Sale N/A $45.37 N/A
Mar 31, 2025 Jefferson Shreve N/A Sale N/A $43.32 N/A
Mar 17, 2025 Peter Richard Orszag N/A Sale 64.54K $45.56 $2.94M
Mar 14, 2025 Peter Richard Orszag N/A Sale 64.54K $45.24 $2.92M

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