Financials · Investment Advice · NYSE · CIK 1311370 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $44.15 · Day +3.23% · Mkt cap $4.9B · P/E (FY) 20.3× · 1Y −13.5% · Off 52W high −24.9% · Vol (1Y) 39.9% Price2023-08-21 → 2026-08-21 LAZ close: $32.6 on 2023-08-21 to $44.2 on 2026-08-21. Split-adj closes · 240 of 5,310 · price returnⓘ At a glance | Short interest8.4% of sh out | | Days to cover4.6d | | 13F net flow (QoQ)+4.12% | | Top-10 13F concentration57.4% | | Next report (est.)2026-10-22 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)20.3× | | Sales (TTM)$3.30B | | Earnings (TTM)$277.4M | | ROE31.4% | | Net margin7.4% | | ROIC22.9% | | Debt / equity1.93× | | Total debt / EBITDA4.67× | | EPS growth 3Y−14.8% | | Sales growth 3Y3.7% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD−6.2% | | 1Y−13.5% | | 3Y+55.4% | | 5Y+21.4% | | 10Y+102.8% | | Since incept. (ann.)+7.0% |
Total return · from 2005-07-11ⓘ Risk | Ann. volatility (1Y)39.9% | | Ann. volatility (3Y)39.8% | | Sharpe (1Y)−0.18 | | Sharpe (3Y)0.57 | | Max drawdown (1Y)−31.4% | | Max drawdown (3Y)−44.2% | | Beta (3Y vs SPY)1.79 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| FMR LLC | 10.6M | $451M | 9.50% | −5.8% | | PRICE T ROWE ASSOCIATES INC /MD/ | 9.6M | $408M | 8.59% | +9.0% | | BlackRock, Inc. | 7.6M | $322M | 6.78% | +2.1% | | ARIEL INVESTMENTS, LLC | 5.8M | $248M | 5.21% | +10.0% | | VANGUARD CAPITAL MANAGEMENT LLC | 5.0M | $211M | 4.44% | new | | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $210M | 4.43% | new | | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $105M | 2.21% | +4.6% | | Capital Research Global Investors | 2.5M | $104M | 2.20% | +0.0% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-23 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-03-31 | 2026-05-01 | $0.91 | +62.5% | $779.4M | +16.5% | | 2025-12-31 | 2026-01-29 | $0.44 | −46.3% | $929.4M | +10.8% | | 2025-09-30 | 2025-10-23 | $0.65 | −36.3% | $770.8M | −4.5% | | 2025-06-30 | 2025-07-24 | $0.52 | +6.1% | $817.2M | +15.4% |
As-reported XBRL · next 2026-10-22 est.ⓘ Segment mixFY2025 (ended Dec 2025) Financial Advisory 59% · Asset Management 41% business · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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