Lazard, Inc. Files 10-Q for Period Ending March 31, 2024

Ticker: LAZ · Form: 10-Q · Filed: Apr 26, 2024 · CIK: 1311370

Lazard, Inc. 10-Q Filing Summary
FieldDetail
CompanyLazard, Inc. (LAZ)
Form Type10-Q
Filed DateApr 26, 2024
Risk Levellow
Pages15
Reading Time18 min
Sentimentneutral

Sentiment: neutral

Topics: Lazard, 10-Q, Financial Report, Quarterly Earnings, Asset Management

TL;DR

<b>Lazard, Inc. has filed its quarterly report (10-Q) for the period ending March 31, 2024, detailing financial performance and corporate information.</b>

AI Summary

Lazard, Inc. (LAZ) filed a Quarterly Report (10-Q) with the SEC on April 26, 2024. Lazard, Inc. reported financial results for the quarter ending March 31, 2024. The filing is a Form 10-Q, indicating a quarterly report. The company's principal executive offices are located at 30 Rockefeller Plaza, New York, NY. Lazard Ltd was the former company name prior to a name change on December 13, 2004. The filing includes data related to common stock, preferred stock, retained earnings, and other equity components.

Why It Matters

For investors and stakeholders tracking Lazard, Inc., this filing contains several important signals. This 10-Q filing provides investors and analysts with the latest financial data for Lazard, Inc., crucial for assessing the company's performance and making informed investment decisions. Understanding the details within this report, such as revenue segments and equity structure, is key to evaluating Lazard's operational health and strategic positioning in the financial advisory and asset management sectors.

Risk Assessment

Risk Level: low — Lazard, Inc. shows low risk based on this filing. The filing is a standard quarterly report (10-Q) and does not contain any immediate red flags or significant negative developments, indicating a routine disclosure.

Analyst Insight

Review the detailed financial statements and segment performance within the 10-Q to understand revenue drivers and potential areas of growth or concern for Lazard, Inc.

Revenue Breakdown

SegmentRevenueGrowth
Financial Advisory Fees
Asset Management

Key Numbers

  • 2024-03-31 — Reporting Period End Date (Conformed period of report)
  • 2024-04-26 — Filing Date (Filed as of date)
  • 10-Q — Form Type (Conformed submission type)
  • 0001628280-24-018661 — Accession Number (Unique identifier for the filing)

Key Players & Entities

  • Lazard, Inc. (company) — Filer name
  • LAZ (company) — Ticker symbol
  • 2024-03-31 (date) — Conformed period of report
  • 2024-04-26 (date) — Filed as of date
  • 30 ROCKEFELLER PLAZA (address) — Business address
  • New York (location) — Business address city
  • Lazard Ltd (company) — Former company name
  • 2004-12-13 (date) — Date of name change

FAQ

When did Lazard, Inc. file this 10-Q?

Lazard, Inc. filed this Quarterly Report (10-Q) with the SEC on April 26, 2024.

What is a 10-Q filing?

A 10-Q is a quarterly financial report with unaudited financials, management discussion, and interim business updates. This particular 10-Q was filed by Lazard, Inc. (LAZ).

Where can I read the original 10-Q filing from Lazard, Inc.?

You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by Lazard, Inc..

What are the key takeaways from Lazard, Inc.'s 10-Q?

Lazard, Inc. filed this 10-Q on April 26, 2024. Key takeaways: Lazard, Inc. reported financial results for the quarter ending March 31, 2024.. The filing is a Form 10-Q, indicating a quarterly report.. The company's principal executive offices are located at 30 Rockefeller Plaza, New York, NY..

Is Lazard, Inc. a risky investment based on this filing?

Based on this 10-Q, Lazard, Inc. presents a relatively low-risk profile. The filing is a standard quarterly report (10-Q) and does not contain any immediate red flags or significant negative developments, indicating a routine disclosure.

What should investors do after reading Lazard, Inc.'s 10-Q?

Review the detailed financial statements and segment performance within the 10-Q to understand revenue drivers and potential areas of growth or concern for Lazard, Inc. The overall sentiment from this filing is neutral.

Key Dates

  • 2024-03-31: Quarterly Period End — End of the reporting period for the 10-Q filing.
  • 2024-04-26: Filing Date — Date the 10-Q was officially filed with the SEC.

Filing Stats: 4,452 words · 18 min read · ~15 pages · Grade level 17.6 · Accepted 2024-04-26 16:12:53

Filing Documents

Financial Information

Part I. Financial Information

Financial Statements (Unaudited)

Item 1. Financial Statements (Unaudited) 1

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 40

Quantitative and Qualitative Disclosures About Market Risk

Item 3. Quantitative and Qualitative Disclosures About Market Risk 67

Controls and Procedures

Item 4. Controls and Procedures 67

Other Information

Part II. Other Information

Legal Proceedings

Item 1. Legal Proceedings 68

Risk Factors

Item 1A. Risk Factors 68

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 68

Defaults Upon Senior Securities

Item 3. Defaults Upon Senior Securities 69

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 69

Other Information

Item 5. Other Information 69

Exhibits

Item 6. Exhibits 70

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial Statements (Unaudited)

Item 1. Financial Statements (Unaudited) Page Condensed Consolidated Statements of Financial Condition as of March 31, 2024 and December 31, 2023 2 Condensed Consolidated Statements of Operations for the three month periods ended March 31, 2024 and 2023 4 Condensed Consolidated Statements of Comprehensive Income (Loss) for the three month periods ended March 31, 2024 and 2023 5 Condensed Consolidated Statements of Cash Flows for the three month periods ended March 31, 2024 and 2023 6 Condensed Consolidated Statements of Changes in Stockholders' Equity and Redeemable Noncontrolling Interests for the three month periods ended March 31, 2024 and 2023 8 Notes to Condensed Consolidated Financial Statements 10 1 LAZARD, INC. CONDENSED CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION MARCH 31, 2024 AND DECEMBER 31, 2023 (UNAUDITED) (dollars in thousands, except for per share data) March 31, 2024 December 31, 2023 ASSETS Cash and cash equivalents $ 923,247 $ 971,316 Deposits with banks and short-term investments 247,847 219,576 Restricted cash 33,558 34,091 Receivables (net of allowance for credit losses of $ 30,086 and $ 28,503 at March 31, 2024 and December 31, 2023, respectively): Fees 459,703 560,552 Customers and other 290,780 201,767 750,483 762,319 Investments 620,615 701,964 Property (net of accumulated amortization and depreciation of $ 419,680 and $ 414,547 at March 31, 2024 and December 31, 2023, respectively, including $ 71,343 and $ 72,921 of property held for sale at March 31, 2024 and December 31, 2023, respectively) 227,539 232,516 Operating lease right-of-use assets 389,884 407,213 Goodwill and other intangible assets (net of accumulated amortization of $ 67,696 and $ 67,681 at March 31, 2024 and December 31, 2023, respectively) 394,113 394,928 Deferred tax assets 506,171 497,340 Other assets 493,513 414,518 Total Assets $ 4,586,970 $ 4,635,781 See notes to condensed consolidated financial statements. 2 LA

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