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10-QMEDIUM RiskDETERIORATING

Lazard, Inc.

lazard.com
Filed: May 4, 2026 CIK: 0001311370
View original filing on SEC.gov

AI Executive Summary

AI-powered analysis of 10-Q filing content

Lazard shows concerning liquidity deterioration with cash declining $448.8M and significant reduction in accrued compensation suggesting potential bonus payment strain. Fee receivables dropped $132.2M indicating weaker client activity, while investment portfolio declined $109.3M reflecting market pressures on asset management business.

Red Flags Detected (5)

Cash and equivalents declined 30.5% from $1.47B to $1.02B in one quarter

Fee receivables dropped $132.2M (18.7%) suggesting weak advisory activity

Accrued compensation fell $580.7M indicating major bonus payments or cost cutting

2 more red flags detected

Key Takeaways

Major cash outflow of $448.8M in Q1 2026 raises liquidity concerns

Sharp decline in fee receivables indicates challenging advisory market conditions

2 more takeaways

Filing Overview

Form TypeQuarterly Report (10-Q)
Filing DateMay 4, 2026
Risk LevelMEDIUM
TrendDETERIORATING
AI Confidence75%
Red Flags5

What This Means

Deteriorating Trend: Conditions are worsening compared to previous filings. This may create opportunities for service providers.

Quarterly Report: Interim filing with unaudited financial data for the quarter.

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