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| Date | Value |
|---|---|
| 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 |