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Lazard LAZ Investments, at fair value

Investments, at fair value at other companies

Piper Sandler logo
Piper SandlerPIPR
$293.24M+19.1%
Community Financial System logo
Community Financial SystemCBU
$16.79M+57.3%
Blue Owl Capital logo
Blue Owl CapitalOWL
$70.95M-3.2%
Stifel Financial logo
Stifel FinancialSF
$84.59M+12.1%
Community Financial System logo
Community Financial SystemCBU
$81.72M+1.4%
Axis Capital Holders logo
Axis Capital HoldersAXS
$1.04B+11.1%

Other financials

Income statement

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Revenue$756.6M+16.7%
Operating income$89.6M+63.9%
Net income$100.9M+67.1%
EPS (diluted)$0.91+62.5%

Balance sheet

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Cash & equivalents$1.0B+12.3%
Total debt$2.2B-1.4%
Total equity$881.3M+46.1%
Total assets$4.2B+0.2%

Cash flow

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Operating cash flow-$219.3M-0.8%
CapEx$2.2M-84.2%
Free cash flow-$221.5M+4.3%

Valuation

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Market cap$4.36B+2.5%
Enterprise value$5.5B-0.9%
P/E15.7×+1.7×
P/S1.4×-0.1×

Profitability

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Operating margin11.3%-1.9pp
Net margin8.6%-1.7pp
FCF margin15.5%-3.7pp

Returns & leverage

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Return on equity37.4%-23.8pp
Debt / equity2.5×-1.2×

Where this comes from

Reported directly by Lazard in its filing.

Tagged under the XBRL concept laz:InvestmentsFairValueDisclosureExcludingEquityMethodInvestments.

The official record: Lazard’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Lazard's investments, at fair value?
Lazard (LAZ) reported investments, at fair value of $490.08M in Q1 2026.
How has Lazard's investments, at fair value changed year-over-year?
Lazard's investments, at fair value increased by 0.2% year-over-year, from $488.92M to $490.08M.
What is the long-term trend for Lazard's investments, at fair value?
Over 5 years (2020 to 2025), Lazard's investments, at fair value has grown at a -1.6% compound annual growth rate (CAGR), from $658.53M to $607.09M.
What does investments, at fair value mean?
Represents the fair value of non-equity investment holdings held by the firm, excluding standard equity securities. This metric captures the firm's exposure to diverse asset classes and proprietary investment strategies that are not classified as core equity holdings. It provides insight into the firm's capital allocation strategy and the diversification of its balance sheet assets.