13FGuru
Sign in with Google Sign in with Discord

None · None

LAZARD INC LAZ

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.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company operates through two segments, Financial Advisory and Asset Management.
  • This segment offers its services to corporate, partnership, institutional, government, sovereign, and individual clients to various industry areas, including consumers and retail.
  • The Asset Management segment offers a range of investment solutions; investment and wealth management services in equity and fixed income strategies; asset allocation strategies.
  • Lazard, Inc. was incorporated in 1848 and is headquartered in New York, New York.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in capital markets?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 2.8% $247.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $8.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +3.7% +207,009 / 5,619,280
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.4% 13F value change +$32.8M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.8% 13F value change +$801,246
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 1.0% 13F value change -$19.7M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 10.0% 13F value change -$9.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 5,619,280 Last 4 periods +207,009 (+3.7%) Total shares 5,826,289 Value $247.5M

Recent mentions

No public mentions.