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Lazard Inc Schedule 13G: Vanguard Portfolio Management reports beneficial ownership of 4,967,500 shares of Lazard Inc. common stock, equal to 5.28% of the class as of 03/31/2026. The filing shows 13,774 shares with sole voting power and reports dispositive power over the full 4,967,500 shares.
Lazard Inc reports an ownership disclosure from Vanguard Capital Management. Vanguard Capital Management states beneficial ownership of 5,807,861 shares of Lazard common stock, representing 6.18% of the class. The filer reports sole voting power over 844,772 shares and sole dispositive power over 5,807,861 shares. The filing is signed by Ashley Grim as Head of Global Fund Administration on 05/01/2026.
Lazard, Inc. reported strong first‑quarter 2026 results with mixed GAAP and adjusted performance. Net revenue rose to $757 million, up 17% from the first quarter of 2025, driven largely by a 42% increase in Asset Management net revenue to $410 million. U.S. GAAP net income grew to $101 million, a 67% increase, or $0.91 per diluted share.
On an adjusted basis, net revenue was $673 million, up 5%, while adjusted net income declined to $47 million, down 23%, with adjusted diluted EPS of $0.42, down 25%. Financial Advisory adjusted net revenue slipped 4% to $356 million, while Asset Management adjusted net revenue rose 17% to $309 million. Assets under management reached $259 billion, up 14% year‑over‑year, supported by $9 billion of net inflows. Lazard also highlighted a definitive agreement to acquire Campbell Lutyens, expected to close in the second half of 2026, and returned $174 million to shareholders in the quarter.
Lazard, Inc. has entered a definitive agreement to acquire Campbell Lutyens Holdings Limited for total consideration of approximately $575 million, payable in part at closing and in part two years later. There is potential additional consideration of up to $85 million based on defined performance criteria over a multi‑year period.
The combined private capital advisory businesses are projected to generate approximately $500 million in estimated 2027 revenue and will form a new global unit, Lazard CL, alongside Lazard’s existing M&A and advisory franchises. Lazard CL will comprise more than 280 advisory professionals across 18 offices, supported by a 60‑person institutional distribution team and a large mandate and transaction track record in fundraising and secondary advisory.
Holcombe Green and Gordon Bajnai are appointed Co‑CEOs of Lazard CL, with Andrew Sealey as non‑executive Chairman. The transaction is expected to be accretive to 2027 earnings and thereafter, with closing anticipated in calendar year 2026, subject to regulatory approvals.
LAZ reporting person Mary A. Betsch disclosed multiple sales of Common stock in March–April 2026. The filing lists a 12,121‑share sale on 03/17/2026 for $496,112.53 and a series of 1,515‑share sales on subsequent dates with listed proceeds.
LAZ filed a Form 144 disclosing an intended sale of 3,030 shares of Common Stock. The notice lists Fidelity Brokerage Services LLC as the broker and a total value of $136,350.00 with an entry date of 04/09/2026. The filing also records a restricted stock vesting of 3,030 shares on 03/16/2026 (compensation) and multiple reported dispositions by Mary A. Betsch in March–April 2026.
Fidelity Brokerage Services LLC filed a Form 144 reporting a proposed sale of 3,030 shares of Common Stock scheduled from 03/16/2026 relating to restricted stock vesting as compensation. The filing also lists recent sales by Mary A. Betsch totaling 15,151 shares across three dates in March 2026 with aggregate proceeds shown per trade.
Lazard, Inc. is asking shareholders to elect three directors, approve executive pay, declassify its board by 2029, expand its 2018 incentive plan by 25 million shares, and ratify Deloitte as auditor at the 2026 annual meeting. Shareholders of record on April 6, 2026 may vote online, by phone, mail, or at the virtual meeting.
In 2025, Financial Advisory delivered record revenue of $1.8 billion and Asset Management generated $1.2 billion with 12% AUM growth to $254 billion. Firm-wide GAAP net revenue was $3,099 million, adjusted net revenue grew 5%, and adjusted diluted EPS reached $2.44. Total shareholder return was 74% from October 1, 2023 to December 31, 2025, while the company returned capital through $187 million in dividends and $91 million of share repurchases. The board highlights strong independence, a new AI governance framework, and a revamped, more performance‑based CEO pay program, with 2025 CEO compensation of $15 million, about 94% performance‑based.
Lazard Inc: Schedule 13G/A amendment showing The Vanguard Group reports no beneficial ownership. The filing states that following an internal realignment on January 12, 2026, certain Vanguard subsidiaries now report holdings separately and Vanguard no longer is deemed to beneficially own those securities. The filing lists 0 shares beneficially owned and 0% of the class, with zero sole or shared voting and dispositive power.
The form is signed by Ashley Grim, Head of Global Fund Administration, dated March 27, 2026. It clarifies that Vanguard entities continue to pursue prior investment strategies but report on a disaggregated basis.