Lazard combines a wide economic moat, a return on equity of 34%, and a compelling valuation at 10x forward earnings with a PEG of 0.16, but the stock is in a confirmed technical downtrend—death cross, below all moving averages—and the dividend yield has been flagged as potentially unsafe, making the near-term risk/reward unfavorable despite the underlying quality.
Thesis pillars
- Attractive Valuation Forward Pe 10x→Stable
- Wide Moat Strong Quality Base↓Deteriorating
- Confirmed Technical Downtrend↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Lazard, Inc. (LAZ) Stock Analysis
Financial Services · Capital Markets
Sell if holding. Analyst target reached at $40.67 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.1): -1.5.
Founded in 1848, Lazard provides M&A, restructuring, and sovereign advisory through its Financial Advisory segment and active investment management through its Asset Management segment, with operations across more than 30 countries. The firm employed 3,309 full-time staff at... Read more
Sell if holding. Analyst target reached at $40.67 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.1): -1.5. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.9/10, moderate confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, earnings proximity 84d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.
Recent developments
updated 2026-07-30Recent Developments — Lazard, Inc.
Latest news
- NEWS Lazard Declares Quarterly Dividend of $0.50 per Share - Yahoo Finance — Yahoo Finance positive
- NEWS Exploring Analyst Estimates for Lazard (LAZ) Q2 Earnings, Beyond Revenue and EPS - Yahoo Finance — Yahoo Finance neutral
- NEWS Earnings To Watch: Lazard (LAZ) Reports Q2 Results Tomorrow - Yahoo Finance — Yahoo Finance neutral
- NEWS Earnings To Watch: Lazard (LAZ) Reports Q2 Results Tomorrow - StockStory — StockStory neutral
- NEWS Earnings To Watch: Lazard (LAZ) Reports Q2 Results Tomorrow - TradingView — TradingView neutral
Generated 2026-07-31T00:38:35Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomertop ten Financial Advisory clients17%10-K Item 1: 'the ten largest fee paying clients constituted approximately 17% of our Financial Advisory segment net revenue'
- LOWCustomertop ten Asset Management clients24%10-K Item 1: 'Our top ten clients accounted for 24% of our total assets under management'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $40.67 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.1): -1.5. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $38.62. Score 5.9/10, moderate confidence.
Take-profit target: $41.00 (+0.8% upside). Prior stop was $38.62. Stop-loss: $38.62.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.1): -1.5; Consecutive earnings misses (2).
Lazard, Inc. trades at a P/E of 21.2 (forward 11.1). TrendMatrix value score: 7.9/10. Verdict: Sell.
15 analysts cover LAZ with a consensus score of 3.5/5. Average price target: $47.
What does Lazard, Inc. do?Founded in 1848, Lazard provides M&A, restructuring, and sovereign advisory through its Financial Advisory segment and...
Founded in 1848, Lazard provides M&A, restructuring, and sovereign advisory through its Financial Advisory segment and active investment management through its Asset Management segment, with operations across more than 30 countries. The firm employed 3,309 full-time staff at December 31, 2025; Financial Advisory fees are earned upon transaction completion while Asset Management fees are based on AUM market value.