Lazard is expected to report Q3 2026 earnings of $0.49 per share (down 12.5% YoY) with revenues of $836.95 million (up 15.5% YoY) on October 22. However, the stock carries a negative Earnings ESP of -11.34% and a Zacks Rank #5, making an earnings beat unlikely. The company missed consensus estimates significantly in the last quarter (-71.43% surprise), adding to bearish sentiment.

Franklin Templeton's assets under management fell 1.9% sequentially to $1.79 trillion as of September 30, 2026, due to market volatility affecting equity and fixed-income portfolios. However, the company generated $6 billion in long-term net inflows and its alternatives business grew to $303 billion, demonstrating resilience. Strategic acquisitions in private credit and digital assets, including the launch of Franklin Crypto, position the company for long-term growth despite near-term headwinds from private credit concerns.

Lazard (LAZ) reported $285 billion in AUM as of June 2026, up 15% year-over-year, with $7.4 billion in first-half net inflows—its strongest in nearly 20 years. The company is pursuing its goal of doubling firmwide revenue by 2030 through expansion of its Asset Management division, which now accounts for 42.1% of net revenue. Key growth drivers include the Lazard Advantage quantitative platform reaching $50 billion AUM, active ETF expansion, and strategic acquisitions including a controlling stake in Elaia Partners and the planned acquisition of Campbell Lutyens.

Franklin Templeton (BEN) and Lazard (LAZ) are compared as investment options. BEN shows stronger earnings growth outlook with positive estimate revisions, record $1.8 trillion AUM, and strategic expansion into alternatives and digital assets. LAZ recorded strong net inflows of $7.4 billion in H1 2026 but faces downward earnings estimate revisions. BEN trades at a lower valuation (1.3X P/B) compared to LAZ (4.4X P/B), though LAZ offers a higher dividend yield of 5.6% versus BEN's 4.0%. BEN is rated as the better value opportunity.

Invesco's assets under management rose 4.7% in August 2026 to $2.56 trillion, driven by $49 billion in market gains and $27.6 billion in long-term net inflows. ETFs, QQQ, and liquidity products led growth, with QQQ AUM climbing 8% and liquidity AUM rising 15.6%. The company's strong first-half momentum and diversified investment platform position it well for continued asset gathering.

Lazard Global Total Return and Income Fund (LGI) announced a monthly distribution of $0.15340 per share, payable on June 23, 2026. The distribution includes net investment income, realized capital gains, and return of capital. The fund reported a 5-year average annual total return of 5.76% and an annualized distribution rate of 10.30% as of April 30, 2026.

Lazard Global Total Return and Income Fund (LGI) announced a monthly distribution of $0.15340 per share payable on May 22, 2026. The distribution consists primarily of return of capital (70%), with smaller portions from net realized long-term capital gains (22%), net realized short-term capital gains (15%), and net investment income (3%). The fund reported a cumulative fiscal year return of -6.86% through March 31, 2026.

Lazard Global Total Return and Income Fund (LGI) declared a monthly distribution of $0.15340 per share, payable on April 22, 2026. The distribution consists of 12% net investment income, 16% net realized long-term capital gains, and 72% return of capital. The fund reported an annualized distribution rate of 9.85% as of February 28, 2026.

Lazard Global Total Return and Income Fund (LGI) announced a monthly distribution of $0.15340 per share, payable on March 23, 2026. The distribution consists primarily of return of capital (65%) and long-term capital gains (32%), with minimal net investment income (3%). The fund reported a 5-year average annual total return of 8.46% relative to NAV and an annualized distribution rate of 9.76%.

Lazard Inc. (NYSE: LAZ) announced that its Board of Directors has declared a quarterly dividend of $0.50 per share on outstanding common stock. The dividend is payable on February 20, 2026, to stockholders of record as of February 9, 2026.

Lazard Global Total Return and Income Fund (LGI) announced a monthly distribution of $0.15340 per share, payable on February 23, 2026. The Fund estimates that distributions exceed net investment income and realized capital gains, with a portion representing return of capital. Portfolio data as of December 31, 2025 is available on Lazard Asset Management's website.

Atlantica Sustainable Infrastructure acquired a Canadian renewable energy platform with 236 MW in operational assets and an 0.81 GW development pipeline, including wind facilities in Quebec and Alberta with long-term power purchase agreements.