Lazard Inc (LAZ)
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
$38.53-5.24%
Close 2026-11-05 · 1-day change
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-11-05
QuarterlyIQ Insights · LAZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks LAZ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our Lazard 2030 strategy continues to progress as planned, with strong momentum firm-wide,” said Peter R.
Stated in 3 of 3 supplied quarters. Management reported: ““Our Lazard 2030 strategy continues to progress as planned, with strong momentum firm-wide,” said Peter R.” “With our new private capital advisory business, Lazard CL, launching in early November, we are building a more productive, diversified firm positioned for long-term profitable growth.”” Revenue was $836.377 million in 2026-Q3.
““Our Lazard 2030 strategy continues to progress as planned, with strong momentum firm-wide,” said Peter R.”
“"Lazard continues to progress toward our 2030 objectives, with underlying trends reinforcing our confidence in our long-term growth strategy," said Peter R.”
““The acquisition of Campbell Lutyens is a meaningful step in Lazard’s long‑term strategy to build a more productive, resilient, and growth‑oriented firm,” said Peter R.”
As part of our Lazard 2030 vision and long-term growth strategy, we aim to deliver an adjusted compensation ratio 3 of 60% or below, with timing dependent on market conditions.
Stated in 3 of 3 supplied quarters. Management reported: “As part of our Lazard 2030 vision and long-term growth strategy, we aim to deliver an adjusted compensation ratio 3 of 60% or below, with timing dependent on market conditions.” “As part of our Lazard 2030 vision and long-term growth strategy, we aim to deliver an adjusted non-compensation ratio 4 between 16% and 20%, with timing dependent on market conditions.” Operating income was $54.752 million in 2026-Q3.
“We continue to advance initiatives to simplify and modernize our operating model and embed AI across the firm, with the goals of improving client outcomes, supporting a more effective way of working…
Stated in 1 of 3 supplied quarters. Management reported: ““We continue to advance initiatives to simplify and modernize our operating model and embed AI across the firm, with the goals of improving client outcomes, supporting a more effective way of working for our colleagues, and improving our margin over time.””
"In Asset Management, we delivered our best first-half net inflows in nearly 20 years and reached record reported AUM, providing clear evidence of the inflection we anticipated.
Return capital to shareholders through regular dividends and common-stock repurchases under the authorized program.
Over the trailing year it converted -0.71x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.
“As part of our Lazard 2030 vision and long-term growth strategy, we aim to deliver an adjusted compensation ratio 3 of 60% or below, with timing dependent on market conditions.”
“As part of our Lazard 2030 vision and long-term growth strategy, we aim to deliver an adjusted compensation ratio 3 of 60% or below, with timing dependent on market conditions.”
“As part of our Lazard 2030 vision and long-term growth strategy, we aim to deliver an adjusted compensation ratio 3 of 60% or below, with timing dependent on market conditions.”
““We continue to advance initiatives to simplify and modernize our operating model and embed AI across the firm, with the goals of improving client outcomes, supporting a more effective way of working…”