Lazard Inc (LAZ)
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
QuarterlyIQ Insights · LAZ
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Pursuant to the terms and conditions of the Purchase Agreement, the Initial Equity Consideration was, and the issuances of Common Stock in respect of the Deferred Consideration and any Earn-Out Consideration will be, issued to certain of the Sellers who are accredited investors within the meaning of Rule 501 under the Securities Act in reliance upon the exemption from registration provided by Section 4(a)(2) of the Securities Act and Regulation D promulgated thereunder, as transactions not in…
Entry into a Material Definitive Agreement. At the closing of the Acquisition, the Company entered into a registration rights agreement (the “Registration Rights Agreement”) with the Sellers’ Representatives named therein and certain Sellers, which provides those Sellers and their permitted transferees that become parties thereto (collectively, the “Holders”) with certain registration rights relating to the shares of Common Stock issued as Initial Equity Consideration (the “Initial Considerat…
Results of Operations and Financial Condition. On October 22, 2026, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its third quarter ended September 30, 2026. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 1…
Chief Accounting Officer — Michael Gathy: The Chief Accounting Officer is resigning to pursue other opportunities, with the CFO assuming the principal accounting officer role, representing a standard executive departure with an orderly internal succession.
Results of Operations and Financial Condition. On July 23, 2026, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its second quarter ended June 30, 2026. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of th…
Director — Andrew M. Alper: Andrew M. Alper retired from the Board of Directors and was succeeded by Kathy Elsesser.
Results of Operations and Financial Condition. On May 1, 2026, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its first quarter ended March 31, 2026. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the…
and Exhibit 99.1 shall not be deemed to be incorporated by reference into the filings of the Company under the Securities Act of 1933, as amended, or the Exchange Act. Forward-Looking Statements This Current Report on Form 8-K contains forward-looking statements, including, without limitation, statements regarding the expected closing of the Acquisition, the expected timing and form of consideration payable in connection with the Acquisition, the satisfaction of closing conditions, the expect…
Unregistered Sales of Equity Securities. The information set forth under
of this Current Report on Form 8-K is incorporated by reference herein. The shares of Common Stock issuable pursuant to the Purchase Agreement will be offered and sold in transactions not involving a public offering and will be issued in reliance on exemptions from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”), including Section 4(a)(2) thereof and Rule 506 of Regulation D thereunder, as applicable.
and Exhibit 99.1 shall not be deemed to be incorporated by reference into the filings of the Company under the Securities Act of 1933, as amended, or the Exchange Act. Forward-Looking Statements This Current Report on Form 8-K contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as “may,” “mig…
Chief Financial Officer — Tracy Farr: Tracy Farr was promoted to Chief Financial Officer, succeeding Mary Ann Betsch who transitions to a non-executive officer role.
Results of Operations and Financial Condition. On January 29, 2026, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its full year 2025 and fourth quarter ended December 31, 2025. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for pu…
Results of Operations and Financial Condition. On October 23, 2025, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its third quarter ended September 30, 2025. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 1…
Chief Executive Officer of Lazard’s asset management business — Evan L. Russo: Mr. Russo is transitioning from his role as CEO of the asset management business to a non-executive officer role as Senior Advisor.
Director — Dmitry Shevelenko: Appointment of Dmitry Shevelenko to the Board of Directors.
Other Events. On August 4, 2025, Lazard, Inc. issued a press release announcing the results of the previously announced cash tender offer of its subsidiary Lazard Group LLC (“Lazard Group”) for any and all of Lazard Group’s outstanding 3.625% Senior Notes due March 1, 2027. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Other Events. On August 1, 2025, Lazard, Inc. issued a press release announcing the total consideration for Lazard Group’s previously announced cash tender offer (the “Tender Offer”) for any and all of Lazard Group’s outstanding 3.625% Senior Notes due March 1, 2027 (the “2027 Notes”). A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. On August 1, 2025, Lazard, Inc. issued a separate press release announcing the completion of the offering…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information in
Entry into a Material Definitive Agreement. On August 1, 2025, Lazard Group LLC (“Lazard Group”), a subsidiary of Lazard, Inc., completed its previously announced offering of an aggregate principal amount of $300,000,000 of Lazard Group’s 5.625% Senior Notes due 2035 (the “Notes”) in a registered public offering pursuant to Lazard Group’s shelf registration statement on Form S-3 (Registration No. 333-285808). The Notes were issued pursuant to a twelfth supplemental indenture, dated August 1,…
Other Events. On July 28, 2025, Lazard, Inc. issued a press release announcing the intention of its subsidiary Lazard Group LLC (“Lazard Group”) to offer one or more series of Lazard Group’s senior notes (the “Notes”) in a registered public offering pursuant to Lazard Group’s shelf registration statement on Form S-3 (Registration No. 333-285808). The Notes offered are expected to be fully and unconditionally guaranteed by Lazard, Inc. The July 28, 2025 press release is attached as Exhibit 99.…
Results of Operations and Financial Condition. On July 24, 2025, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its second quarter ended June 30, 2025. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of th…
Results of Operations and Financial Condition. On April 25, 2025, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its first quarter ended March 31, 2025. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of t…
Director — Peter Harrison: Peter Harrison was elected to join the Board and will serve on the Audit and Workplace and Culture Committees.
Results of Operations and Financial Condition. On January 30, 2025, Lazard, Inc. (the “Company”) issued a press release announcing financial results for its full year 2024 and fourth quarter ended December 31, 2024. A copy of the Company’s press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for pu…
General market headlines, full earnings-call transcripts, and macro and sector developments flagged when they directly affect this stock are on the way. Today this tab covers SEC filings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.