Board Change • May 20
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Dmitry Shevelenko was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • May 02
Lazard, Inc. announces Quarterly dividend, payable on May 22, 2026 Lazard, Inc. announced Quarterly dividend of USD 0.5000 per share payable on May 22, 2026, ex-date on May 11, 2026 and record date on May 11, 2026. Announcement • May 01
Lazard, Inc. (NYSE:LAZ) entered into a definitive agreement to acquire Campbell Lutyens Holdings Limited for $660 million. Lazard, Inc. (NYSE:LAZ) entered into a definitive agreement to acquire Campbell Lutyens Holdings Limited for $660 million on April 30, 2026. The consideration consists of common equity of Lazard, Inc. having a value of $460 million to be issued for common equity of Campbell Lutyens Holdings Limited. Lazard, Inc. will pay an earnout/contingent payment of $115 million common equity and of up to $85 million additional consideration based on achievement of defined performance criteria over a multi -year period. As part of consideration, $660 million is paid towards common equity of Campbell Lutyens Holdings Limited.
The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in 2026. The transaction is expected to be accretive to 2027 earnings and thereafter. Announcement • Apr 14
Lazard, Inc. to Report Q1, 2026 Results on May 01, 2026 Lazard, Inc. announced that they will report Q1, 2026 results Pre-Market on May 01, 2026 Announcement • Mar 24
Lazard, Inc., Annual General Meeting, May 21, 2026 Lazard, Inc., Annual General Meeting, May 21, 2026. Announcement • Feb 18
Lazard, Inc. Announces Executive Appointments Lazard, Inc. announced that John Koski and Rob Lowe joined the firm in New York as Managing Directors in the Healthcare Group, advising on transactions across the healthcare services sector. Prior to joining Lazard, John served as Managing Director at Allen & Co. where he advised healthcare companies across the healthcare services sector, including payors, providers, distributors, and companies at the intersection of healthcare and technology. Earlier in his career, he was a Resident in Orthopedic Surgery at the Hospital for Special Surgery. John holds an MBA from Harvard Business School, an MD from the Yale School of Medicine, and a BA in Biology from Harvard University. Rob also joins Lazard from Allen & Co., where he was a Managing Director, advising on transactions across healthcare, including payors, providers, distributors, and companies at the intersection of healthcare and technology. Previously, Rob served as a Director in Healthcare at Citi as part of the Global Healthcare Investment Banking Group. He earned his MBA from NYU Stern and his bachelor's degree from Colgate University. Announcement • Jan 14
Lazard, Inc. to Report Q4, 2025 Results on Jan 29, 2026 Lazard, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026 Announcement • Nov 25
Lazard, Inc. Announces Executive Appointments Lazard, Inc. announced the appointments of Bill Young, Jean Greene, and Paolo Battaglia as Managing Directors in the firm’s Global Industrials Group, all based in New York. Bill Young Joins the Firm as a Managing Director and Head of Diversified Industrials, Jean Greene Rejoins the Firm as a Managing Director and Paolo Battaglia to Join the Firm as a Managing Director. These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technology, and aerospace & defense. Bill Young will serve as Head of Diversified Industrials. Jean Greene returns to Lazard, previously spending two decades at the firm. She will continue as a Managing Director, focused on advising clients across the industrials sector. Paolo Battaglia will join the firm in December as a Managing Director in Industrials and will advise clients across the sector. Bill Young is a Managing Director and Head of Diversified Industrials at Lazard, advising on transactions across the diversified industrial, industrial technology, and aerospace & defense sectors. Prior to joining Lazard, Bill was Co-Head of the North American Industrials Group as well as Global Co-Head of Diversified and Advanced Industrials sector coverage at Bank of America. Previously, Bill had been at Credit Suisse as Global Head of Diversified Industrials and Aerospace & Defense, where he originated and executed strategic transactions for a wide range of corporate and financial sponsor clients. Prior to Credit Suisse, Bill spent time at Wasserstein Perella as well as Rothschild & Co. Bill holds an MBA from Columbia Business School, an MSc in Economic History from the University of Oxford, and a BA in Economics and Government from Cornell University. Jean Greene is a Managing Director in Lazard’s Industrials Group with over 25 years of investment banking experience. She rejoined Lazard after serving as a Managing Director at Bank of America, following two decades at Lazard earlier in her career. Jean began her investment banking career at Smith Barney, focusing on oil and gas financing and advisory. She serves on the Board of Directors of Dress for Success and the Board of Trustees of Goodspeed Musicals. Jean holds an undergraduate degree in Economics and French from Wellesley College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business. Paolo Battaglia will join Lazard as a Managing Director in the Industrials Group, most recently serving as a Managing Director at Goldman Sachs. He began his career in private equity real estate at Lehman Brothers. Paolo serves as a Board Member at Friends of Bocconi in New York and is an Associate Member at the Economic Club of New York. He holds an M.Sc. in Finance and an undergraduate degree in Business Administration and Law from Bocconi University, both awarded cum laude, and has studied at NYU Stern. Announcement • Oct 23
Lazard, Inc. Declares Quarterly Dividend, Payable on November 14, 2025 Lazard, Inc. announced that its Board of Directors has voted to declare a quarterly dividend of $0.50 per share on its outstanding common stock. The dividend is payable on November 14, 2025, to stockholders of record on November 3, 2025. Announcement • Oct 21
Lazard, Inc. Appoints Edouard Panié as Managing Director and Co-Head of European Financial Sponsors Coverage Lazard, Inc. announced the appointment of Edouard Panié as Managing Director and Co-Head of the European Financial Sponsors Coverage. He will report to Klaus H. Hessberger, Global Co-Head and Head of Europe for Lazard’s Financial Sponsors Group, to further strengthen the firm’s presence and partnerships with financial sponsors across the region. Mr. Panié joins from Goldman Sachs, where he was a Managing Director for nearly two decades, advising on more than 60 landmark M&A, debt, and equity transactions for leading alternative asset managers in private equity, growth equity, and infrastructure, as well as entrepreneurs, families, and corporates. Mr. Panié, who will be based in London, began his early career as an engineer at General Electric and holds an MBA from Harvard Business School and an engineering degree from CentraleSupélec. Announcement • Oct 08
Lazard, Inc. to Report Q3, 2025 Results on Oct 23, 2025 Lazard, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025 Announcement • Oct 04
Michael “Erik” Kurilla Joins Lazard, Inc. as Senior Advisor in Geopolitical Advisory Group, Effective Oct 3, 2025 Lazard, Inc. announced that Retired Four-Star U.S. Army General and Former Commander of U.S. Central Command Michael “Erik” Kurilla has joined as Senior Advisor in Lazard’s Geopolitical Advisory group, effective immediately. General Kurilla brings deep expertise in strategic command within complex environments, most notably in the Middle East and Central Asia. His appointment builds on the success of Lazard Geopolitical Advisory, which was launched three years ago to advise clients navigating the intersection of geopolitics and policy developments with business and investment strategy. Michael “Erik” Kurilla, a retired U.S. Army General, most recently served as the 15 Commander of United States Central Command (CENTCOM) for the last three and half years. Previously, he commanded the XVIII Airborne Corps, 82 Airborne Division, was the Director of Operations and Assistant Commanding General for Joint Special Operations Command, and commanded the 75Ranger Regiment. Over a career spanningfour decades, he led Airborne, Mechanized, Stryker, Ranger, and Joint Special Operations units in combat and operational deployments across the globe. General Kurilla has been a driving force in innovation and technology initiatives that significantly advanced warfighting capabilities across the Department of Defense. He was wounded twice in combat and was involved in some of the most strategic and consequential missions affecting the United States and regional security and stability. General Kurilla has strong personal and professional relationships spanning the Middle East, Levant, Central Asia, South Asia, and Europe. General Kurilla was commissioned from the United States Military Academy at West Point in 1988. He holds a B.S. in Aerospace Engineering from West Point, an M.B.A. from Regis University, and an M.S. in National Security Studies from the National War College. Announcement • Oct 01
Lazard, Inc. Appoints Cyrille Cotte as Managing Director and Head of Insurance for European Financial Institutions Lazard, Inc. announced the appointment of Cyrille Cotte as Managing Director and Head of Insurance for its European Financial Institutions Group (FIG), based in London and working across Europe with regional Co-Heads of Financial Services Coverage Nick Millar and Corso Bavagnoli. Cyrille joins Lazard from Evercore, where he was a Partner and Senior Managing Director in the European Financial Institutions Group. Over his career, he has focused on advising a broad range of insurers and other financial services firms on mergers, acquisitions, capital raising, and strategic initiatives across Europe and internationally. With over 20 years of experience, Cyrille has advised insurers and financial institutions on numerous landmark transactions globally, including mergers, acquisitions, sales, public market transactions, capital raisings and strategic partnerships. His track record includes leading roles in the acquisition of German life insurer Viridium by Allianz, BlackRock, and T&D Holdings; Athora’s sale of its Irish Life business; and MetLife’s sale of its UK Pension Risk Transfer business. He has also worked on AXA’s acquisition of HSBC’s insurance operations in Asia and Latin America. Before joining Evercore in 2016, Cyrille held senior roles at Citi’s EMEA Financial Institutions Group, Macquarie, Fox-Pitt Kelton, and EY in London and Paris. He holds a Master’s in Management from EDHEC Business School in Lille, France. Announcement • Sep 18
Lazard, Inc. Appoints Geoffrey Porges as Managing Director in the Healthcare Advisory Group Lazard, Inc. announced that Dr. Geoffrey Porges has joined the firm as Managing Director in the Healthcare Advisory Group, advising on transactions across diversified biopharmaceuticals. Dr. Porges brings more than 30 years of experience in advisory, executive, and investment roles in the biopharmaceutical industry. Most recently, he served as EVP and Chief Financial Officer at Schrödinger, where he oversaw financial operations, investor relations, corporate communications, strategic planning and business development. Previously, he was the head of biopharma equity research at SVB Leerink and senior biotechnology equity research analyst Sanford C. Bernstein, consistently earning recognition as one of Wall Street’s top analysts. Earlier, Dr. Porges held senior roles at BTG PLC and Merck & Co. Dr. Porges earned his medical degree from the University of Sydney and an MBA from Harvard Business School, where he was a Baker Scholar. Announcement • Sep 16
Lazard, Inc. Appoints Jesper Jensen as Managing Director, Financial Advisory and CEO of Denmark Lazard, Inc. announced the expansion of Nordic operations with the appointment of Jesper Jensen as Managing Director, Financial Advisory and CEO of Denmark. With more than 25 years of experience and a deep connectivity in the local market, Jesper Jensen will enable Lazard to advance its presence in the country and strengthen client relationships in the Nordics. In the region, he will work closely with Gustaf Slettengren and Victor Kastensson, based in Sweden. Jesper Jensen joins from Rothschild & Co and was previously employed at JP Morgan in London among other positions. He earned an M.Sc. in Finance and Accounting from Copenhagen Business School. Announcement • Sep 12
Lazard Ltd to Hire Two MDs Lazard Ltd. is to hire two officials from Bank of America Corp. Lazard Ltd. has announced that it will expand its investment banking franchise in North America with two managing director hires. Bill Young and Jean Greene are to join the firm soon as MDs. Announcement • Sep 03
Lazard, Inc. Announces Appointment of Dmitry Shevelenko to Its Board of Directors, Effective September 2, 2025 Lazard, Inc. announced that Dmitry Shevelenko, Chief Business Officer of Perplexity, has been appointed to its Board of Directors, effective September 2, 2025 . Dmitry Shevelenko is the Chief Business Officer of Perplexity, where he is responsible for all operations of the company. Mr. Shevelenko is an accomplished technology leader who has served in senior roles at Uber, LinkedIn, and Meta. As a startup founder, he has focused on retail commerce, holding multiple patents related to social networking and transport technology, and deploying robotic technologies for partners such as Walmart and Aramark. He is an active mentor in the technology community and fluent in several languages. Mr. Shevelenko is a graduate of Columbia University. Announcement • Jul 24
Lazard, Inc. Declares Quarterly Dividend, Payable on August 15, 2025 Lazard, Inc. announced that its Board of Directors has voted to declare a quarterly dividend of $0.50 per share on its outstanding common stock. The dividend is payable on August 15, 2025, to stockholders of record on August 4, 2025. Announcement • Jul 09
Lazard, Inc. to Report Q2, 2025 Results on Jul 24, 2025 Lazard, Inc. announced that they will report Q2, 2025 results on Jul 24, 2025 Announcement • Jul 02
Lazard Announces Executive Changes Lazard, Inc. announced that Klaus H. Hessberger has been appointed to the firm as Managing Director, Global Co-Head, and Head of Europe for Lazard’s Financial Sponsors Group, based in London. Adam Cady, previously Lazard’s Head of Large-Cap Financial Sponsor Coverage North America in New York, has also been named Global Co-Head of the Global Financial Sponsors Group, running the team together with Klaus. These appointments reflect Lazard’s expanding connectivity and partnership with alternative asset managers, which continues to be a principal area of focus and a major source of future growth for the firm globally. Lazard’s recruiting efforts are also a key contributor to the firm’s long-term growth goals, with ongoing success in attracting top tier talent globally. Before joining Lazard, Klaus held various prominent roles over 25 years with J.P. Morgan, helping to build and co-running their market-leading European and later Global Financial Sponsors franchise, initially as European and later Global Co-Head. Klaus has most recently served as Vice Chair of the Global Financial Sponsors and Strategic Investors Coverage Group at J.P. Morgan. In these roles, Klaus covered top-tier global financial sponsor and strategic investor clients, including private equity and infrastructure funds, family offices, sovereign wealth and pension funds. In addition to his Financial Sponsor track record, Klaus brings a broad range of global industry sector and capital markets expertise, having previously co-run J.P. Morgan’s Equity Capital Markets origination business in EMEA for nine years. Adam Cady has nearly three decades of experience in investment banking and capital markets. Prior to joining Lazard’s New York office in February 2024, Adam held various senior positions at Bank of America, departing as Managing Director and Head of Americas Financial Sponsors Group. He started his career as a leveraged finance professional at Merrill Lynch and NationsBank. Announcement • Apr 25
Lazard, Inc. Declares Quarterly Dividend, Payable on May 16, 2025 Lazard, Inc. announced that its Board of Directors has voted to declare a quarterly dividend of $0.50 per share on its outstanding common stock. The dividend is payable on May 16, 2025, to stockholders of record on May 5, 2025. Announcement • Apr 15
Lazard, Inc. Appoints Hussain Altajir as CEO of Lazard Financial Advisory in UAE Lazard, Inc. has appointed Hussain Altajir as CEO of Lazard Financial Advisory in UAE. With over 20 years of experience and a deep understanding of the region, Mr. Altajir will play a pivotal role in advancing Lazard’s strategic initiatives in the UAE and fostering stronger client relationships. Hussain Altajir will work closely with Sarah Al Suhaimi, Chairwoman, and Wassim Al Khatib, CEO of Financial Advisory for the MENA region, in expanding Lazard’s engagement with clients in the region. Before joining Lazard, Mr. Altajir served as Head of Dubai Coverage, Global Banking at HSBC where he established a distinguished career since 2003. Mr. Altajir holds a BSBA in Finance & Banking from the American University of Dubai, UAE. Announcement • Apr 11
Lazard, Inc. to Report Q1, 2025 Results on Apr 25, 2025 Lazard, Inc. announced that they will report Q1, 2025 results on Apr 25, 2025 Announcement • Apr 08
Lazard Asset Management Launches First Three Active ETFs in the U.S Lazard Asset Management announced the launch of its first three actively managed ETFs in the United States, offering more investors access to compelling, differentiated strategies from Lazard's specialized investment teams. Each ETF investment strategy is backed by decades of experience, deep independent research and on-the-ground expertise, offering unique opportunities for growth and diversification. Details of Lazard's three ETFs, which began trading on Nasdaq, include: Lazard Equity Megatrends ETF is an actively managed ETF that seeks to capture the return opportunity from global megatrends that will shape the future economy. THMZ uses a proprietary and proven investment approach to identify significant megatrends and invests in multiple diversified themes expected to benefit from these trends. Lazard Japanese Equity ETF seeks to capitalize on growth opportunities and market in Japanese equities. Portfolio Manager, June-Yon Kim said: "Japan is undergoing significant economic and policy changes, helping its companies recapture growth after decades of stagnation. A gradual shift from a long period of inflation to inflation is transforming the economy, corporate behavior, and consumer habits. Regulatory reforms are also driving improvements in corporate governance, capital efficiency, and shareholder returns. JPY seeks to capitalize on these changes in the world's third-largest economy." The team comprises a local, bilingual team with decades of active investing experience in Japan, leveraging a global perspective to uncover inefficiencies and structural changes affecting Japanese companies. The fund is managed by June-Yon Kim, Matthew Bills, and Scott Anderson. Lazard Next Gen Technologies ETF provides investors with targeted exposure to high growth and profit-generating equities that are designed to capture value driven by productivity, AI, and automation. Portfolio Manager Tjeert Keijzer said: "Automation has been a core driver of productivity and economic growth for centuries, typically fueled by key technological advancements at specific points in time. The company believe that recent breakthroughs in artificial intelligence (AI) are unlocking the next generation of automation applications. Developments in AI technologies are poised to continue along a sustainable and accelerating path, promising to deliver new automation solutions for the foreseeable future." TEKY offers investors exposure to innovation leaders by investing globally in companies that are developing key automation-enabling AI technologies. The fund is managed by Tjeert Keijzer, Celine Woo, and Ario Kishida. 
