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The company

Lazard, Inc.

LAZ · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

LAZ stood above a rising 150-day average in 12 of the last 52 weekly readings, and has been out of that trend for the last 35 weeks. It is 16.9% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 35
Industry in uptrend
23% -14 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$17.5M
Officials’ trades on record
6
Institutions holding
322 (+9)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 12 of 52 weeks.

20 Apr – 19 Oct
24%43%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$10.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

6 disclosed lines: House 2, Senate 0, executive 4; 3 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k31 Aug 2026filed 8 Oct 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$50k–$100k29 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k8 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k22 Jun 2026filed 22 Aug 2026
J. French Hill House: U.S. House ClerkAR02sold$50k–$100k23 Jun 2025filed 24 Jul 2025
Jefferson Shreve House: U.S. House ClerkIN06sold$15k–$50k31 Mar 2025filed 11 Apr 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months4
Buyers · sellers0 · 2
WhoDidSharesTraded
Peter Richard OrszagCEO & Chairmansold125,000at $43.5225 Aug 2026filed 26 Aug 2026
Christopher HogbinCEO Asset Managementsold3,944at $39.3719 Mar 2026filed 19 Mar 2026
Christopher HogbinCEO Asset Managementsold7,885at $40.3718 Mar 2026filed 19 Mar 2026
Peter Richard OrszagCEO & Chairmansold67,170at $40.7317 Mar 2026filed 18 Mar 2026
Peter Richard OrszagCEO & Chairmansold2,000at $41.6617 Mar 2026filed 18 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders322+9 on the quarter
New · exited67 · 58
Reported value$3.9B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FMR LLCadded · filed 13 Aug 202611,152,391$467.7M+540,481+5.1%
BlackRock, Inc.added · filed 7 Aug 20269,038,924$379.1M+1,458,896+19.2%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20266,136,015$257.3M+1,182,289+23.9%
ARIEL INVESTMENTS, LLCreduced · filed 14 Aug 20265,755,404$241.4M-70,885−1.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20265,021,304$210.6M+58,215+1.2%
STATE STREET CORPadded · filed 7 Aug 20263,632,893$152.4M+1,750,301+93.0%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 20262,986,539$125.3M+2,046,647+217.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20262,561,497$107.5M+96,584+3.9%
Capital Research Global Investorsreduced · filed 12 Aug 20262,242,241$94.0M-214,485−8.7%
Fisher Asset Management, LLCreduced · filed 4 Aug 20262,148,377$90.1M-22,468−1.0%
31 Dec 2023 – 30 Jun 2026
25168311Dec 23Sep 24Mar 25Dec 25Jun 26

Everyone who traded it

Donald J. Trump Executive branchWhite House Office · last 31 Aug 20263 · 1
Peter Richard Orszag Company insiderCEO & Chairman · last 25 Aug 20260 · 5
Stephen R. Howe Jr. Company insiderDirector · last 17 Aug 20260 · 0
Alexandra Soto Company insiderChief Operating Officer · last 14 Aug 20260 · 1
Christopher Hogbin Company insiderCEO Asset Management · last 14 Aug 20260 · 2
Michael Gathy Company insiderChief Accounting Officer · last 14 Aug 20260 · 7
Tracy Farr Company insiderChief Financial Officer · last 14 Aug 20260 · 0
Kathy Elsesser Company insiderDirector · last 23 Jul 20260 · 0
Andrew M. Alper Company insiderDirector · last 1 Jun 20260 · 0
Ann-Kristin Achleitner Company insiderDirector · last 1 Jun 20260 · 0
Daniel H. Schulman Company insiderDirector · last 1 Jun 20260 · 0
Dmitry Shevelenko Company insiderDirector · last 1 Jun 20260 · 0

Same industry

MRX Marex GroupLeading+14%
WT WisdomTreeLeading+8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202510.3%
Free cash flow marginFY 2025 · to 31 Dec 202515.3%
Cash conversionFY 2025 · to 31 Dec 2025219%
Debt to equityFY 2025 · to 31 Dec 20251.93×
Interest coverFY 2024 · to 31 Dec 20244.39×
Share count trendFY 2025 · to 30 Jan 20265.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.5B
Free cash flowFY 2025 · to 31 Dec 2025$487.4M

Analyst forecasts

No analyst forecasts yet.