Lazard Reports $267 Billion AUM Amid Market Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2024
0mins
Should l Buy LAZ?
Source: SeekingAlpha
Lazard Inc's stock fell by 5.23% as it crossed below the 20-day SMA, reflecting a challenging market environment.
Despite the decline in stock price, Lazard reported a significant increase in assets under management (AUM), reaching approximately $267 billion as of January 31, 2026. This growth includes market appreciation of $7.6 billion and net inflows of $2.9 billion, showcasing the firm's strong performance in the asset management sector. The report highlights Lazard's strategic focus on a diversified investment portfolio and its adaptability to market changes, which may enhance its competitive positioning.
The implications of this report suggest that while the stock is facing downward pressure, the underlying business fundamentals remain strong, indicating potential resilience in the long term.
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Analyst Views on LAZ
Wall Street analysts forecast LAZ stock price to rise
4 Analyst Rating
1 Buy
1 Hold
2 Sell
Hold
Current: 51.960
Low
46.00
Averages
54.50
High
59.00
Current: 51.960
Low
46.00
Averages
54.50
High
59.00
About LAZ
Lazard, Inc. is a financial advisory and asset management company, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Its segments include Financial Advisory and Asset Management. Financial Advisory segment offers corporate, partnership, institutional, government, sovereign and individual clients across the globe a range of advisory services including mergers and acquisitions advisory, capital markets advisory, shareholder advisory, sovereign advisory, geopolitical advisory, restructuring and liability management, capital raising and placement, and other strategic matters. Asset Management segment offers a range of global investment solutions and investment and wealth management services in equity and fixed income strategies, asset allocation strategies, alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries and private wealth clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sector Expertise: Prior to joining Lazard, John Koski served as Managing Director at Allen & Co., bringing extensive experience in the healthcare services sector, which will enable him to provide high-quality strategic advice to clients navigating complex market conditions.
- Team Expansion: Rob Lowe also joins from Allen & Co., and his transaction advisory experience in healthcare will strengthen Lazard's team, enhancing its competitiveness in the rapidly evolving healthcare ecosystem.
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- Strategic Investment: This appointment underscores Lazard's ongoing investment in its Healthcare Group, aiming to provide high-quality strategic advice to executives, boards, and investors in the healthcare sector to navigate complex market conditions.
- Industry Expertise: Both John Koski and Rob Lowe join from Allen & Co. with extensive experience in the healthcare services sector, with Koski previously serving as a Resident in Orthopedic Surgery at a renowned hospital, thereby bolstering Lazard's expertise in the healthcare field.
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See More
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- Asset Management Innovation: Asset Management revenue reached $1.2 billion in 2025, with an 18% increase in Q4, driven by record gross inflows exceeding $50 billion and the launch of seven active ETFs, indicating enhanced competitiveness in the market.
- Management Transition: New CFO Tracy Farr succeeds Mary Ann Betsch, focusing on improving operational efficiency and driving profitable growth, which is expected to lead to strategic shifts within the company.
- Optimistic Future Outlook: Management anticipates an acceleration in financial advisory activity in 2026, targeting an average revenue of $12.5 million per Managing Director, reflecting the company's confidence in future growth and responsiveness to market demand.
See More
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- Executive Appointments: Lazard announced the hiring of John Koski and Rob Lowe as Managing Directors in its Healthcare Group in New York, aiming to enhance its advisory capabilities in healthcare transactions and further drive strategic investments in the sector.
- Sector Expertise: Prior to joining Lazard, John Koski served as Managing Director at Allen & Co., bringing extensive experience in the healthcare services sector, which will enable him to provide high-quality strategic advice to clients navigating complex market conditions.
- Team Expansion: Rob Lowe also joins from Allen & Co., and his transaction advisory experience in healthcare will strengthen Lazard's team, enhancing its competitiveness in the rapidly evolving healthcare ecosystem.
- Strategic Vision: Lazard's global healthcare team is committed to delivering deep industry insights and high-impact financial advice to help clients seize market opportunities and navigate the dynamic healthcare policy and economic landscape.
See More
Lazard Appoints Two Managing Directors in Healthcare Group
- Executive Appointments: Lazard announced the addition of John Koski and Rob Lowe as Managing Directors in the Healthcare Group, focusing on advisory services for transactions in the healthcare services sector, thereby enhancing the firm's strategic advisory capabilities in the healthcare industry.
- Strategic Investment: This appointment underscores Lazard's ongoing investment in its Healthcare Group, aiming to provide high-quality strategic advice to executives, boards, and investors in the healthcare sector to navigate complex market conditions.
- Industry Expertise: Both John Koski and Rob Lowe join from Allen & Co. with extensive experience in the healthcare services sector, with Koski previously serving as a Resident in Orthopedic Surgery at a renowned hospital, thereby bolstering Lazard's expertise in the healthcare field.
- Market Opportunities: The addition of these two Managing Directors will enhance Lazard's competitiveness in the rapidly evolving healthcare services ecosystem, helping clients seize market opportunities and address challenges arising from policy and technological transformations.
See More
Nuveen's £9.9 Billion Acquisition of Schroders Sparks Attention
- Significant Acquisition Value: Nuveen's £9.9 billion acquisition of Schroders is set to create a global fund management giant with nearly $2.5 trillion in assets under management, marking a major consolidation trend in the asset management industry.
- Strong Market Reaction: The acquisition has sparked widespread discussion in the financial community, with many industry insiders expressing regret over Schroders' historical significance, reflecting deep concerns about the traditional asset management model.
- Accelerating Industry Consolidation: As profit margins for asset managers continue to contract due to a shift from active to passive management, the industry is witnessing an acceleration in merger activities aimed at achieving economies of scale and enhancing competitiveness.
- Uncertain Future Outlook: While the acquisition brings scale advantages, there is optimism about the rise of small boutique asset managers, which may offer more flexible services in long-term investments, potentially reshaping the industry landscape.
See More
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- AI Fears in Financial Stocks: Concerns regarding artificial intelligence's impact on financial stocks are perceived as exaggerated.
- Market Sentiment: The current market sentiment suggests that the potential threat of AI is not as significant as some investors believe.
- Investment Perspective: Investors may be overreacting to AI developments, which could lead to mispricing in financial stocks.
- Long-term Outlook: The long-term outlook for financial stocks remains positive despite the ongoing discussions about AI.
See More
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- Total AUM: As of January 31, 2026, Lazard's assets under management reached approximately $267 billion, which includes market appreciation of $7.6 billion, net inflows of $2.9 billion, and FX appreciation of $2.1 billion, indicating robust growth in the asset management sector.
- Asset Class Performance: Among various asset classes, equity assets totaled $195.775 billion, fixed income at $35.758 billion, multi-asset at $25.267 billion, and alternatives at $10.153 billion, reflecting the company's strategic focus on a diversified investment portfolio.
- Market Adaptation: The 2026 AUM report expands to include a multi-asset classification for the first time, demonstrating Lazard's flexibility in adapting to market changes and client demands, aimed at enhancing customer satisfaction and competitive positioning.
- Historical Context: Founded in 1848, Lazard is a leading global financial advisory and asset management firm with operations across North America, South America, Europe, the Middle East, Asia, and Australia, continuously providing expert services to institutions, corporations, and high-net-worth individuals.
See More
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- Financial Performance Growth: Lazard reported full-year revenue of $3 billion for 2025, a 5% increase year-over-year, with Q4 revenue at $892 million, reflecting a 10% year-over-year growth, showcasing strong performance in the Financial Advisory sector.
- Asset Management Innovation: Asset Management revenue reached $1.2 billion in 2025, with an 18% increase in Q4, driven by record gross inflows exceeding $50 billion and the launch of seven active ETFs, indicating enhanced competitiveness in the market.
- Management Transition: New CFO Tracy Farr succeeds Mary Ann Betsch, focusing on improving operational efficiency and driving profitable growth, which is expected to lead to strategic shifts within the company.
- Optimistic Future Outlook: Management anticipates an acceleration in financial advisory activity in 2026, targeting an average revenue of $12.5 million per Managing Director, reflecting the company's confidence in future growth and responsiveness to market demand.
See More
