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Lazard LAZ Equity Method Investments

Equity Method Investments at other companies

Jefferies Financial Group logo
Jefferies Financial GroupJEF
$21.9M0.0%
Evercore logo
EvercoreEVR
$1.66M-1.4%
Blackrock logo
BlackrockBLK
$2.45B-0.8%
Piper Sandler logo
Piper SandlerPIPR
$21.35M+38.5%
Hamilton Lane logo
Hamilton LaneHLNE
$774.44M+16.6%
Affiliated Managers Group logo
Affiliated Managers GroupAMG
$2.94B+12.2%

Other financials

Income statement

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Revenue$807.7M+1.5%
Operating income$37.6M-59.6%
Net income$4.8M-91.3%
EPS (diluted)$0.03-94.2%

Balance sheet

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Cash & equivalents$1.1B+12.4%
Total debt$2.2B-2.4%
Total equity$914.3M+23.3%
Total assets$4.4B-2.9%

Cash flow

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Operating cash flow-$219.3M-0.8%
CapEx$3.9M-66.4%
Free cash flow-$221.5M+4.3%

Valuation

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Market cap$4.31B-11.4%
Enterprise value$5.36B-12.0%
P/E19×+3.3×
P/S1.3×-0.3×

Profitability

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Operating margin9.5%-4.1pp
Net margin7%-3.1pp
FCF margin15.5%-3.7pp

Returns & leverage

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Return on equity27.4%-24.3pp
Debt / equity2.4×-0.6×

Where this comes from

Reported directly by Lazard in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The source filing: Lazard’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 4:33 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001311370-26-000022
Line itemJune 30,2026December 31,2025
Alternative investments (a)46,15252,702
Debt (a)79,428125,806
Equity (a)320,133320,832
Private equity (b)23,27349,105
Total funds468,986548,445
Investments, at fair value534,327607,094
Equity method investments6,30718,752
Total investments$540,634$625,846

Item 1. Financial Statements (Unaudited)

FAQ

What is Lazard's equity method investments?
Lazard (LAZ) reported equity method investments of $6.31M in Q2 2026.
How has Lazard's equity method investments changed year-over-year?
Lazard's equity method investments decreased by 65.9% year-over-year, from $18.49M to $6.31M.
What is the long-term trend for Lazard's equity method investments?
Over 4 years (2021 to 2025), Lazard's equity method investments has grown at a 3.6% compound annual growth rate (CAGR), from $16.25M to $18.75M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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