LAZ at a glance
Lazard Inc (LAZ, SEC CIK 1311370) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as August 26, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Lazard Inc (LAZ) reported revenue of $3.2 billion (up 1.5% from FY2024) and net income of $236.8 million. Diluted EPS was $2.17.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Lazard Inc (LAZ) shares worth $2.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Orszag Peter Richard on August 25, 2026 of 125,000 shares at $43.52 per share.
- In the last 90 days, LAZ insiders reported 0 open-market purchases ($0) and 1 open-market sale ($5.4M) on Form 4, a net sale of $5.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.2B
- +1.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$5.4M
- 13F holders
- 32 funds
- $2.6B · +0 vs prior quarter
- Latest 10-Q
- Jul 28, 2026
- Quarterly report
SignalX for LAZ
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- Fund moves. Which tracked funds opened, added or cut LAZ, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Orszag Peter Richard | Sell | Aug 25, 2026 | 125,000 | $43.52 |
| Orszag Peter Richard | D | Aug 24, 2026 | 75,000 | - |
| Orszag Peter Richard | M | Aug 24, 2026 | 250,000 | - |
| Orszag Peter Richard | M | Aug 24, 2026 | 250,000 | - |
| Howe Stephen R. Jr. | A | Aug 17, 2026 | 103 | - |
| Hogbin Christopher | A | Aug 14, 2026 | 2,954 | - |
| Gathy Michael | A | Aug 14, 2026 | 145 | - |
| Farr Tracy | A | Aug 14, 2026 | 426 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.1B | $3.2B |
| Operating Income | - | $386.5M | $327.6M |
| Net Income | -$75.5M | $279.9M | $236.8M |
| Op. Margin | - | 12.3% | 10.3% |
| Net Margin | - | 8.9% | 7.4% |
| Balance Sheet | |||
| Total Assets | $4.6B | $4.8B | $4.9B |
| Equity | - | $636.2M | $873.7M |
| ROE | - | 44.0% | 27.1% |
| Per Share | |||
| EPS | $-0.90 | $2.68 | $2.17 |
| Cash Flow | |||
| Operating CF | - | $742.8M | $519.3M |
| CapEx | $28.3M | $45.5M | $31.9M |
Source: XBRL data in Lazard Inc (LAZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LAZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.56B |
| Q1 2026 | 32 | $2.25B |
| Q4 2025 | 29 | $2.56B |
| Q3 2025 | 33 | $2.69B |
| Q2 2025 | 30 | $2.43B |
| Q1 2025 | 27 | $1.55B |
| Q4 2024 | 23 | $1.52B |
| Q3 2024 | 20 | $482.8M |
- Goldman Sachs Group+2.05M (+218%)
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- BlackRock+1.46M (+19%)
- Vanguard Portfolio Management LLC+1.18M (+24%)
- JPMorgan Chase & Co+709.2K (+225%)
- T. Rowe Price Group−639.5K (-7%)
- Ameriprise Financial−201.6K (-9%)
- Citigroup−136.8K (-42%)
- Principal Financial Group−129.0K (-10%)
- Two Sigma Investments−60.0K (-6%)
- Prudential Financial+100.5K
- Mangrove Partners+12.1K
- Allstate+9.2K
- Citadel Advisors LLC−345.3K
- Millennium Management−138.4K
- Bridgewater Associates LP−5.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 226 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LAZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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LAZ SEC filings: frequently asked questions
Are LAZ insiders buying or selling?
In the last 90 days, Lazard Inc (LAZ) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $5.4 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LAZ stock?
As of June 30, 2026, the largest Lazard Inc (LAZ) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($467.7 million), BlackRock ($379.1 million), T. Rowe Price Group ($375.9 million), Vanguard Portfolio Management LLC ($257.3 million), Vanguard Capital Management LLC ($210.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LAZ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Lazard Inc (LAZ) reported revenue of $3.2 billion (up 1.5% from FY2024) and net income of $236.8 million. Diluted EPS was $2.17. The figures come from the XBRL data in the 10-K.
What are the latest LAZ SEC filings?
Lazard Inc (LAZ) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on August 26, 2026.
What is LAZ's SEC CIK number?
Lazard Inc (LAZ)'s SEC Central Index Key (CIK) is 1311370. EDGAR lists every LAZ filing under that number.
Ask anything about LAZ
The research agent reads LAZ's filings, financials, insider trades and 13F holders, then answers with sources.