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→Stable
- Confirmed Technical Downtrend↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Lazard, Inc. (LAZ) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Sell if holding. Engine safety override at $35.82: Risk below floor (2.6 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: High short interest: 12%; Elevated put/call ratio: 3.06; Negative price momentum.
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. Engine safety override at $35.82: Risk below floor (2.6 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: High short interest: 12%; Elevated put/call ratio: 3.06; Negative price momentum. Chart setup: Death cross but MACD improving, RSI 48. Score 5.6/10, moderate confidence.
Passes 3/8 gates (no SEC red flags, 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 2026-10-08Recent 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 2026-10-08T11:42:07Z.
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
2 floor-breakers
Risk profile below the gate floor. Component breakdown shows what dragged the score down.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $35.82: Risk below floor (2.6 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: High short interest: 12%; Elevated put/call ratio: 3.06; Negative price momentum. Chart setup: Death cross but MACD improving, RSI 48. Prior stop was $33.72. Score 5.6/10, moderate confidence.
Take-profit target: $38.71 (+8.1% upside). Prior stop was $33.72. Stop-loss: $33.72.
Risk below floor (2.6 < 3.0).
Lazard, Inc. trades at a P/E of 17.6 (forward 9.8). TrendMatrix value score: 8.4/10. Verdict: Sell.
15 analysts cover LAZ with a consensus score of 3.5/5. Average price target: $45.
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.