Lazard (LAZ) Invested Capital (2009 - 2026)

Lazard (LAZ) posted Invested Capital of $2.6 billion for Q1 2026, down 1.28% sequentially from $2.6 billion in Q4 2025, and up 9.83% YoY from $2.3 billion in Q1 2025.

Lazard (LAZ) Invested Capital (2009 - 2026) Analysis & Trends

Lazard (LAZ) has 18 years of Invested Capital data on file, last reported at $2.6 billion in Q1 2026.

  • Quarterly Invested Capital rose 9.83% year-over-year to $2.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.6 billion (up 9.83% YoY) and the FY2025 annual result came in at $2.6 billion, up 9.57% from the prior year.
  • Invested Capital slipped to $2.6 billion in Q1 2026 per LAZ's latest filing, from $2.6 billion in the prior quarter.
  • The five-year high for Invested Capital was $2.7 billion in Q1 2022, with the low at $2.1 billion in Q2 2023.
  • Average Invested Capital over 5 years is $2.4 billion, with a median of $2.4 billion recorded in 2024.
  • Year-over-year, Invested Capital decreased 17.71% in 2023 and climbed 20.09% in 2024.
  • Lazard's Invested Capital stood at $2.4 billion in 2022, then decreased by 8.07% to $2.2 billion in 2023, then grew by 8.99% to $2.4 billion in 2024, then climbed by 9.57% to $2.6 billion in 2025, then fell by 1.28% to $2.6 billion in 2026.
  • Business Quant data shows LAZ's Invested Capital at $2.6 billion in Q1 2026, $2.6 billion in Q4 2025, and $2.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 486.95 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 122.78 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 49.23 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 6.75 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 9.69 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 12.87 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.31 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 3.43 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.94 Bn
10 Lazard 4.11 Bn 3.08 Bn - 2.56 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.56 Bn
Dec 31, 2025 2.59 Bn
Sep 30, 2025 2.53 Bn
Jun 30, 2025 2.48 Bn
Mar 31, 2025 2.33 Bn
Dec 31, 2024 2.37 Bn
Sep 30, 2024 2.53 Bn
Jun 30, 2024 2.37 Bn
Mar 31, 2024 2.30 Bn
Dec 31, 2023 2.17 Bn
Sep 30, 2023 2.11 Bn
Jun 30, 2023 2.10 Bn
Mar 31, 2023 2.20 Bn
Dec 31, 2022 2.36 Bn
Sep 30, 2022 2.26 Bn
Jun 30, 2022 2.53 Bn
Mar 31, 2022 2.67 Bn
Dec 31, 2021 2.76 Bn
Sep 30, 2021 2.66 Bn
Jun 30, 2021 2.62 Bn