Lazard Q4 revenue beats; names Tracy Farr as CFO

Reuters
Jan 29
Lazard Q4 revenue beats; names Tracy Farr as CFO

Overview

  • Financial advisory firm's Q4 revenue rose 11%, beating analyst expectations

  • Adjusted EPS for Q4 was $0.80, exceeding analyst estimates

  • Company appointed Tracy Farr as CFO

Outlook

  • Lazard cites favorable business conditions for future growth opportunities

Result Drivers

  • FINANCIAL ADVISORY GROWTH - Record revenue in Financial Advisory driven by significant M&A transactions, including Kellanova's $35.9 bln acquisition by Mars

  • ASSET MANAGEMENT INCREASE - Asset Management revenue rose 18% in Q4, supported by 12% increase in AUM due to market and forex appreciation

  • STRATEGIC HIRING - 21 Managing Directors hired in 2025 as part of Lazard 2030 growth strategy, contributing to revenue per MD of $8.9 mln

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$907 mln

$824.27 mln (6 Analysts)

Q4 Adjusted EPS

Beat

$0.80

$0.69 (9 Analysts)

Q4 Assets Under Management

$254 bln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"

  • The average consensus recommendation for the investment management & fund operators peer group is "buy."

  • Wall Street's median 12-month price target for Lazard Inc is $59.00, about 12.1% above its January 28 closing price of $52.61

  • The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPnsT2qga

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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