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↓Deteriorating
- Wide Moat Strong Quality Base→Stable
- Confirmed Technical Downtrend↑Improving
- +1 more pillar — see the Why tab for full reasoning
Lazard, Inc. (LAZ) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Wait for pullback to $40.07. Below 200-day MA (death cross); also weak momentum — blocks BUY_NOW at $43.16. Engine's entry $40.07 (support + ATR) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -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
Wait for pullback to $40.07. Below 200-day MA (death cross); also weak momentum — blocks BUY_NOW at $43.16. Engine's entry $40.07 (support + ATR) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 61. Earnings in 3 days. Wait until post-earnings. Score 6.4/10, moderate confidence.
Passes 6/10 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and death cross (50MA < 200MA) and earnings proximity 3d<=7d. Suitability: aggressive.
Recent developments
updated 2026-07-20Recent Developments — Lazard, Inc.
Latest news
- NEWS Riverwater Partners Exits Lazard Investment Following Q1 Performance - HarianBasis.co — HarianBasis.co negative
- NEWS Riverwater Sustainable Value Strategy Exited Its Position in Lazard (LAZ) in Q1 - Insider Monkey — Insider Monkey neutral
- NEWS Riverwater Sustainable Value Strategy Exited Its Position in Lazard (LAZ) in Q1 - Yahoo Finance — Yahoo Finance neutral
- NEWS M&T Bank Corp Buys 1,356,800 Shares of Lazard, Inc. $LAZ - MarketBeat — MarketBeat positive
- NEWS Lazard (LAZ) Could Be 18% Undervalued Following AUM Update And 2026 Energy Report - Yahoo Finance — Yahoo Finance positive
Generated 2026-07-20T05:32:10Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
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
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $40.07. Below 200-day MA (death cross); also weak momentum — blocks BUY_NOW at $43.16. Engine's entry $40.07 (support + ATR) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 61. Earnings in 3 days. Wait until post-earnings. Target $44.44 (+3.0%), stop $37.87 (−14.0%), A.R:R -0.2:1. Score 6.4/10, moderate confidence.
Take-profit target: $44.44 (-2.2% upside). Target $44.44 (+3.0%), stop $37.87 (−14.0%), A.R:R -0.2:1. Stop-loss: $37.87.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -1.5.
Lazard, Inc. trades at a P/E of 17.1 (forward 10.4). TrendMatrix value score: 8.0/10. Verdict: Buy (Wait for Entry).
15 analysts cover LAZ with a consensus score of 3.5/5. Average price target: $49.
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.