Open in Screener

AAON

AAON Inc

Feb 26 • 03:50PM ET

98.83

-0.22 -0.22 %

Industrials • Building Products & Equipment • USA • NASD

Peers: JCI CARR TT LII IR WHR GD HON LECO WNC

| Held by: IJH VTI AIRR VB VBK VXF MDY IWP IJK SCHA

Index	-	P/E	82.05	EPS (ttm)	1.20	Insider Own	17.21%	Shs Outstand	81.59M	Perf Week	-2.16%
Market Cap	8.07B	Forward P/E	49.58	EPS next Y	1.99	Insider Trans	-0.32%	Shs Float	67.58M	Perf Month	7.59%
Enterprise Value	8.46B	PEG	3.15	EPS next Q	0.45	Inst Own	90.85%	Short Float	12.15%	Perf Quarter	5.59%
Income	100.25M	P/S	6.13	EPS this Y	-30.28%	Inst Trans	0.06%	Short Ratio	8.59	Perf Half Y	16.70%
Sales	1.32B	P/B	9.34	EPS next Y	41.54%	ROA	7.82%	Short Interest	8.21M	Perf YTD	29.62%
Book/sh	10.58	P/C	3554.32	EPS next 5Y	15.74%	ROE	12.08%	52W High	116.04 -14.83%	Perf Year	-3.12%
Cash/sh	0.03	P/FCF	-	EPS past 3/5Y	40.35% 24.26%	ROIC	7.99%	52W Low	62.00 59.41%	Perf 3Y	81.97%
Dividend Est.	0.40 (0.40%)	EV/EBITDA	40.62	Sales past 3/5Y	30.96% 20.67%	Gross Margin	24.77%	Volatility	3.91% 4.64%	Perf 5Y	92.29%
Dividend TTM	0.40 (0.40%)	EV/Sales	6.43	EPS Y/Y TTM	-47.50%	Oper. Margin	10.01%	ATR (14)	4.41	Perf 10Y	494.20%
Dividend Ex-Date	Nov 26, 2025	Quick Ratio	2.03	Sales Y/Y TTM	8.77%	Profit Margin	7.62%	RSI (14)	55.47	Recom	1.14
Dividend Gr. 3/5Y	18.88% 14.87%	Current Ratio	3.04	EPS Q/Q	-41.39%	SMA20	0.65%	Beta	1.10	Target Price	115.20
Payout	20.84%	Debt/Eq	0.46	Sales Q/Q	17.41%	SMA50	10.94%	Rel Volume	0.98	Prev Close	99.05
Employees	4812	LT Debt/Eq	0.45	Earnings	Mar 02 BMO	SMA200	11.53%	Avg Volume	955.58K	Price	98.83
IPO	Jan 03, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	15.01% 15.43%	Trades		Volume	916,727	Change	-0.22%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-16-25	Upgrade	Sidoti	Neutral → Buy	$95
Feb-28-25	Upgrade	CJS Securities	Market Perform → Market Outperform	$110
Oct-28-24	Upgrade	Robert W. Baird	Neutral → Outperform	$114 → $130
Oct-22-24	Downgrade	Sidoti	Buy → Neutral	$102 → $111
Jul-24-24	Initiated	Robert W. Baird	Neutral	$100
Apr-29-24	Initiated	William Blair	Outperform
Feb-28-23	Downgrade	CJS Securities	Market Outperform → Market Perform
Sep-15-22	Initiated	CJS Securities	Market Outperform	$73
May-06-22	Upgrade	DA Davidson	Neutral → Buy
Mar-29-22	Upgrade	Sidoti	Neutral → Buy	$72
Aug-09-21	Upgrade	DA Davidson	Underperform → Neutral	$54 → $60
Dec-30-20	Resumed	Sidoti	Neutral	$69
May-06-19	Downgrade	DA Davidson	Neutral → Underperform	$35
Feb-03-15	Initiated	DA Davidson	Neutral	$25
Jun-18-10	Downgrade	Standpoint Research	Buy → Hold
Nov-12-09	Initiated	Standpoint Research	Buy	$30

Show Previous Ratings

Feb-24-26 09:55PM	SPX Technologies (SPXC) Beats Q4 Earnings and Revenue Estimates (Zacks)
Feb-23-26 05:16AM	AAON, Inc. (AAON) Touts Robust Product Portfolio for Data Center Opportunities (Insider Monkey)
Feb-19-26 07:20AM	AAON (AAON) Fell Despite Solid Results (Insider Monkey)
Feb-18-26 08:00AM	AAON Announces Fourth Quarter and Full Year 2025 Conference Call and Webcast (PR Newswire)
Feb-17-26 11:54AM	Quanta is Set to Report Q4 Earnings: Here's What Investors Must Know (Zacks)
10:46AM	Loading…
Feb-16-26 10:46AM	4 Construction Stocks Poised to Deliver an Earnings Beat This Season (Zacks)
Feb-15-26 11:32PM	1 Small-Cap Stock with Exciting Potential and 2 Facing Headwinds (StockStory)
Feb-12-26 11:37PM	3 Profitable Stocks with Open Questions (StockStory)
01:22PM	Great Lakes Dredge & Dock to Report Q4 Earnings: Here's What to Expect (Zacks)
Feb-09-26 09:06AM	Martin Marietta to Report Q4 Earnings: What to Expect This Season? (Zacks)
Feb-05-26 08:14AM	Masco to Report Q4 Earnings: Here's What Investors Must Know (Zacks)
07:10AM	Carrier Global (CARR) Q4 Earnings and Revenues Miss Estimates (Zacks)
Feb-02-26 11:03PM	3 Reasons AAON is Risky and 1 Stock to Buy Instead (StockStory)
Feb-01-26 11:41PM	3 Volatile Stocks Walking a Fine Line (StockStory)
Jan-28-26 12:41PM	Here's What Investors Must Know Ahead of Weyerhaeuser's Q4 Earnings (Zacks)
09:21AM	Loading…
09:21AM	PulteGroup Gears to Report Q4 Earnings: Here's What to Expect (Zacks)
Jan-27-26 09:21AM	Here's What Investors Must Know Ahead of United Rentals' Q4 Earnings (Zacks)
Jan-20-26 09:16AM	D.R. Horton's Q1 Earnings & Revenues Beat, Net Sales Orders Up Y/Y (Zacks)
Jan-06-26 10:34PM	HVAC and Water Systems Stocks Q3 Highlights: AAON (NASDAQ:AAON) (StockStory)
Jan-02-26 08:48AM	Do Options Traders Know Something About AAON Stock We Don't? (Zacks)
Dec-29-25 03:05PM	AAON Activates Accordion Feature on Credit Facility to Support Growth (PR Newswire)
Dec-26-25 08:23AM	Can Mechanical & Electrical Strength Support Comfort Systems in 2026? (Zacks)
Dec-19-25 10:23AM	Does Comfort Systems' Cash Strength Reinforce Financial Stability? (Zacks)
07:42AM	HVAC Revenues Are Contracting. We Compared Three Manufacturers to Find the Winner. (24/7 Wall St.)
Dec-12-25 10:24AM	Is Comfort Systems Positioned for Long-Term Pharma Project Demand? (Zacks) -7.19%
Dec-11-25 11:33PM	3 of Wall Street's Favorite Stocks Walking a Fine Line (StockStory)
Dec-10-25 11:29AM	William Blair Touts AAON, Inc. (AAON) Growth Prospects, Asserts Buy Rating (Insider Monkey)
Dec-01-25 11:32PM	3 High-Flying Stocks We Find Risky (StockStory)
11:38AM	AAON Announces Promotion of Doug Wichman to EVP & General Manager Role (PR Newswire)
05:59AM	1 Cash-Burning Stock with Impressive Fundamentals and 2 We Avoid (StockStory)
04:45PM	Loading…
Nov-20-25 04:45PM	AAON, FTAI Aviation, Hubbell, MYR Group, and Allient Shares Plummet, What You Need To Know (StockStory)
Nov-13-25 12:35AM	The Top 5 Analyst Questions From AAON's Q3 Earnings Call (StockStory) -6.73%
Nov-12-25 01:08PM	AAON Announces Quarterly Cash Dividend (PR Newswire)
08:40AM	What Makes AAON (AAON) an Investment Choice? (Insider Monkey)
Nov-11-25 11:33PM	3 Unpopular Stocks We're Skeptical Of (StockStory)
Nov-07-25 09:40AM	AAON Q3 Deep Dive: Data Center Demand and Capacity Expansion Drive Growth Amid Margin Pressures (StockStory) +5.50%
Nov-06-25 01:55PM	Why Is AAON (AAON) Stock Rocketing Higher Today (StockStory) +7.03%
08:15AM	Aaon (AAON) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
07:41AM	AAON (NASDAQ:AAON) Reports Strong Q3, Stock Jumps 10% (StockStory)
07:12AM	Aaon: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	AAON Reports Strong Third Quarter 2025 Results Driven by Operational Improvements and Share Gains (PR Newswire)
Nov-04-25 10:26PM	AAON (AAON) Q3 Earnings Report Preview: What To Look For (StockStory) -6.23%
03:55PM	AAON, EMCOR, Caterpillar, WESCO, and Quanex Stocks Trade Down, What You Need To Know (StockStory)
Oct-31-25 03:21PM	AAON (AAON) Stock Trades Down, Here Is Why (StockStory)
01:11PM	Martin Marietta to Report Q3 Earnings: What to Expect This Season? (Zacks)
Oct-30-25 05:01PM	AAON Welcomes Roberto Giacomelli as Senior Vice President of Operations (PR Newswire)
10:00AM	Aaon (AAON) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
07:15AM	Trane Technologies (TT) Surpasses Q3 Earnings Estimates (Zacks)
Oct-29-25 01:37PM	5 Construction Stocks Set to Carve a Beat in This Earnings Season (Zacks)
07:00AM	AAON Announces Third Quarter 2025 Conference Call And Webcast (PR Newswire)
Oct-28-25 08:00AM	AAON Leads the Industry with Lab-Tested, Field-Proven Heat Pumps While Other Manufacturers Remain in Development (PR Newswire)
Oct-24-25 09:55AM	After Golden Cross, Aaon (AAON)'s Technical Outlook is Bright (Zacks)
Oct-23-25 12:38AM	1 Industrials Stock Worth Your Attention and 2 We Brush Off (StockStory)
Oct-20-25 06:35PM	AAON, Regal Rexnord, RXO, Universal Logistics, and Tutor Perini Shares Are Soaring, What You Need To Know (StockStory)
09:24AM	Several Positive Drivers Boosted AAON (AAON) in Q3 (Insider Monkey)
Oct-07-25 12:04AM	AAON (AAON): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)
Sep-30-25 12:50PM	AAON (AAON) Stock Is Up, What You Need To Know (StockStory)
Sep-19-25 04:06PM	AAON (AAON) Stock Trades Up, Here Is Why (StockStory)
Sep-18-25 12:10PM	AAON, 3D Systems, Comfort Systems, Sterling, and Custom Truck One Source Shares Are Soaring, What You Need To Know (StockStory) +10.08%
Sep-11-25 08:00AM	AAON To Present at D.A. Davidson's Diversified Industrials & Services Conference on September 18, 2025 (PR Newswire)
Sep-10-25 11:39AM	FIX Stock Soars 119% in 6 Months: Is It Still Worth Buying? (Zacks) +8.74%
Aug-21-25 11:32PM	HVAC and Water Systems Stocks Q2 Highlights: AAON (NASDAQ:AAON) (StockStory) +6.24%
Aug-18-25 01:32AM	The Top 5 Analyst Questions From AAON's Q2 Earnings Call (StockStory)
Aug-14-25 08:00AM	AAON Announces Quarterly Cash Dividend (PR Newswire) -5.87%
Aug-12-25 12:14PM	AAON (AAON) Tumbles 10.49% as Earnings Disappoint (Insider Monkey) +15.09%
10:00AM	3 Small-Cap Stocks with Questionable Fundamentals (StockStory)
07:22AM	Company News for Aug 12, 2025 (Zacks)
03:29AM	AAON Q2 Deep Dive: ERP Challenges Weigh on Results, Data Center Strength Remains (StockStory)
03:04AM	AAON Inc (AAON) Q2 2025 Earnings Call Highlights: Navigating Challenges and Capitalizing on ... (GuruFocus.com)
Aug-11-25 12:30PM	Why AAON (AAON) Shares Are Plunging Today (StockStory) -10.49%
08:15AM	Aaon (AAON) Q2 Earnings and Revenues Miss Estimates (Zacks)
07:24AM	AAON (NASDAQ:AAON) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops 15.6% (StockStory)
07:13AM	Aaon: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	AAON Reports Second Quarter 2025 Results (PR Newswire)
Aug-09-25 11:04PM	AAON (AAON) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
Aug-08-25 09:17AM	Earnings To Watch: AAON Inc (AAON) Reports Q2 2025 Result (GuruFocus.com)
Aug-07-25 08:50AM	Construction Partners (ROAD) Misses Q3 Earnings Estimates (Zacks)
Jul-30-25 07:20AM	Trane Technologies (TT) Tops Q2 Earnings Estimates (Zacks)
Jul-25-25 08:42AM	AAON (AAON) Shares Fell After Its Investor Day. Here's Why (Insider Monkey) +7.49%
Jul-24-25 11:48PM	Sidoti Upgrades AAON (AAON) to Buy Despite Investor Day Selloff (Insider Monkey)
05:35PM	Comfort Systems (FIX) Q2 Earnings and Revenues Surpass Estimates (Zacks)
09:09AM	AAON, Inc. (AAON): A Bull Case Theory (Insider Monkey)
08:00AM	AAON Announces Second Quarter 2025 Conference Call And Webcast (PR Newswire)
Jul-23-25 12:03PM	Comfort Systems to Report Q2 Earnings: Buy, Sell or Hold the Stock? (Zacks)
11:04AM	AAON Secures Flexibility and Future Gains Despite Recent Market Jolt (Insider Monkey)
07:55AM	Lennox International (LII) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-17-25 02:15PM	Why Are AAON (AAON) Shares Soaring Today (StockStory) +6.99%
Jul-07-25 10:09AM	FIX Stock Trades Near 52-Week High: Should You Chase the Rally? (Zacks)
Jul-04-25 01:48AM	Applied Digital, BASX Partner for Zero-Water Cooling Solutions at North Dakota AI Data Center (Insider Monkey)
Jun-30-25 02:35PM	BASX Powers Advanced Cooling Innovation for Applied Digital's Purpose-Built AI Data Center Campus (PR Newswire)
Jun-29-25 11:31PM	Q1 HVAC and Water Systems Earnings: AAON (NASDAQ:AAON) Earns Top Marks (StockStory)
Jun-26-25 03:13AM	AAON's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Jun-12-25 10:42AM	Comfort Systems Stock Rises 52% in 3 Months: Still a Buy? (Zacks)
12:33AM	3 High-Flying Stocks with Competitive Advantages (StockStory)
Jun-04-25 12:02AM	3 Reasons AAON Has Explosive Upside Potential (StockStory)
May-27-25 08:56AM	AAON (AAON) Slid on Disappointing Quarterly Update (Insider Monkey)
May-20-25 07:30PM	Will Housing & Construction Related Stocks Surge This Summer? (Zacks)
May-16-25 08:00AM	AAON Increases Board Size, Appoints CEO Matt Tobolski as Director, and Announces Quarterly Cash Dividend (PR Newswire)
May-05-25 12:38AM	2 Profitable Stocks on Our Buy List and 1 to Turn Down (StockStory)
May-02-25 03:09AM	AAON Inc (AAON) Q1 2025 Earnings Call Highlights: Record Backlog and Sales Surge Amid Margin ... (GuruFocus.com)

AAON, Inc. engages in the engineering, manufacturing, marketing and sale of air conditioning and heating equipment. It operates through the following segments: Units, Parts-External, Parts-Internal, and Other. Its products include air handling units, self contained units, packaged rooftop units, geothermal heat units, controls, and coils. The company was founded by Norman H. Asbjornson on August 18, 1987 and is headquartered in Tulsa, OK.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wichman Gordon Douglas	Executive Vice President	Jan 30 '26	Option Exercise	95.64	2,204	210,791	10,519	Feb 03 03:54 PM
Wakefield Stephen E	Principal Engineering Advisor	Jan 30 '26	Option Exercise	95.64	2,314	221,311	14,513	Feb 03 03:53 PM
Fields Gary D	Director	Jan 30 '26	Option Exercise	95.64	16,536	1,581,503	38,980	Feb 03 03:52 PM
Thompson Rebecca	Chief Financial Officer	Jan 30 '26	Option Exercise	95.64	3,306	316,186	26,961	Feb 03 03:52 PM
Kidwell Casey	Chief Administration Officer	Jan 30 '26	Option Exercise	95.64	2,204	210,791	13,014	Feb 03 03:51 PM
Wakefield Stephen E	Executive Vice President	Dec 12 '25	Buy	77.59	4,141	321,300	15,212	Dec 15 04:57 PM
Wakefield Stephen E	Executive Vice President	Dec 11 '25	Buy	82.25	1,000	82,250	11,730	Dec 15 04:57 PM
Wakefield Stephen E	Executive Vice President	Dec 12 '25	Buy	80.85	1,000	80,850	12,730	Dec 15 04:57 PM
Fields Gary D	Director	Nov 12 '25	Option Exercise	35.17	3,553	124,964	29,126	Nov 13 02:49 PM
Fields Gary D	Director	Nov 12 '25	Sale	105.14	3,553	373,562	26,340	Nov 13 02:49 PM
Fields Gary D	Director	Nov 11 '25	Option Exercise	35.17	26,746	940,714	47,316	Nov 12 04:59 PM
Fields Gary D	Director	Nov 11 '25	Sale	105.21	26,746	2,813,947	26,340	Nov 12 04:59 PM
Fields Gary D	Officer	Nov 12 '25	Proposed Sale	105.14	3,553	373,562		Nov 12 04:10 PM
Fields Gary D	Director	Nov 11 '25	Proposed Sale	105.21	26,746	2,814,018		Nov 12 09:45 AM
Shaub Matthew	Executive Vice President	Sep 12 '25	Buy	81.70	428	34,968	1,783	Sep 15 03:17 PM
Thompson Rebecca	Chief Financial Officer	Sep 04 '25	Option Exercise	24.63	9,350	230,290	33,746	Sep 05 01:22 PM
Thompson Rebecca	Chief Financial Officer	Sep 04 '25	Sale	81.09	9,350	758,198	24,396	Sep 05 01:22 PM
Thompson Rebecca	Officer	Sep 04 '25	Proposed Sale	81.09	9,350	758,201		Sep 04 03:12 PM
Eason Christopher Douglas	Principal Accounting Officer	Aug 25 '25	Option Exercise	45.71	12,003	548,683	12,532	Aug 27 10:13 AM
Eason Christopher Douglas	Principal Accounting Officer	Aug 25 '25	Sale	85.08	12,003	1,021,205	5,301	Aug 27 10:13 AM
Eason Christopher Douglas	Officer	Aug 25 '25	Proposed Sale	85.08	12,003	1,021,242		Aug 25 01:17 PM
Wichman Gordon Douglas	Executive Director	May 20 '25	Option Exercise	27.21	21,302	579,697	28,754	May 21 03:23 PM
Wichman Gordon Douglas	Executive Director	May 20 '25	Sale	104.48	21,302	2,225,563	8,754	May 21 03:23 PM
Wichman Gordon Douglas	Executive Director	May 19 '25	Sale	105.75	3,975	420,356	8,754	May 21 03:23 PM
Fields Gary D	CEO	May 06 '25	Option Exercise	29.48	12,912	380,646	100,903	May 08 03:05 PM
Fields Gary D	CEO	May 06 '25	Sale	98.20	37,189	3,652,079	63,714	May 08 03:05 PM
Fields Gary D	CEO	May 07 '25	Sale	95.57	28,866	2,758,724	34,848	May 08 03:05 PM
Fields Gary D	CEO	May 08 '25	Sale	98.66	8,357	824,502	26,491	May 08 03:05 PM
Fields Gary D	Director	May 06 '25	Proposed Sale	98.56	61,500	6,061,440		May 06 04:10 PM
Fields Gary D	Officer	May 06 '25	Proposed Sale	98.04	12,912	1,265,830		May 06 12:00 PM
Stewart David Raymond	Director	Mar 05 '25	Buy	80.86	1,000	80,860	3,000	Mar 14 11:15 AM
ASBJORNSON NORMAN H	Director	Mar 05 '25	Option Exercise	13.95	52,485	732,166	104,809	Mar 07 11:19 AM

AEIS Advanced Energy Industries Inc daily Stock Chart

Peers: ASML AMAT KLAC TER MKSI LRCX COHR ONTO UCTT NVMI

| Held by: IJH IWM VTI VB VGT BAI VBK IWO VXF MDY

Index	RUT	P/E	88.62	EPS (ttm)	3.82	Insider Own	0.93%	Shs Outstand	37.75M	Perf Week	5.47%
Market Cap	12.77B	Forward P/E	32.16	EPS next Y	10.51	Insider Trans	-4.42%	Shs Float	37.40M	Perf Month	30.29%
Enterprise Value	12.65B	PEG	1.43	EPS next Q	1.97	Inst Own	109.40%	Short Float	6.20%	Perf Quarter	64.13%
Income	148.40M	P/S	7.10	EPS this Y	34.11%	Inst Trans	-3.30%	Short Ratio	3.71	Perf Half Y	118.97%
Sales	1.80B	P/B	9.37	EPS next Y	22.32%	ROA	6.21%	Short Interest	2.32M	Perf YTD	61.52%
Book/sh	36.10	P/C	16.13	EPS next 5Y	22.44%	ROE	11.64%	52W High	347.28 -2.62%	Perf Year	174.04%
Cash/sh	20.96	P/FCF	101.40	EPS past 3/5Y	-10.11% 1.93%	ROIC	10.17%	52W Low	75.01 350.83%	Perf 3Y	268.14%
Dividend Est.	0.26 (0.08%)	EV/EBITDA	47.20	Sales past 3/5Y	-0.85% 4.90%	Gross Margin	37.25%	Volatility	3.26% 5.44%	Perf 5Y	223.76%
Dividend TTM	0.40 (0.12%)	EV/Sales	7.03	EPS Y/Y TTM	173.02%	Oper. Margin	11.46%	ATR (14)	14.76	Perf 10Y	1032.14%
Dividend Ex-Date	Feb 23, 2026	Quick Ratio	1.17	Sales Y/Y TTM	21.37%	Profit Margin	8.25%	RSI (14)	79.79	Recom	1.85
Dividend Gr. 3/5Y	0.00% -	Current Ratio	1.59	EPS Q/Q	1.15%	SMA20	13.52%	Beta	1.38	Target Price	326.11
Payout	10.40%	Debt/Eq	0.50	Sales Q/Q	17.81%	SMA50	30.88%	Rel Volume	0.86	Prev Close	338.51
Employees	13000	LT Debt/Eq	0.07	Earnings	Feb 10 AMC	SMA200	81.94%	Avg Volume	625.26K	Price	338.17
IPO	Nov 17, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	8.81% 3.27%	Trades		Volume	524,575	Change	-0.10%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-12-26	Upgrade	Susquehanna	Neutral → Positive	$300
Nov-05-25	Reiterated	TD Cowen	Hold	$140 → $210
Aug-06-25	Reiterated	TD Cowen	Hold	$118 → $140
Jan-07-25	Upgrade	Needham	Hold → Buy	$145
Jan-06-25	Upgrade	Citigroup	Neutral → Buy	$110 → $138
Dec-16-24	Upgrade	BofA Securities	Neutral → Buy	$140
Oct-31-24	Reiterated	TD Cowen	Hold	$120 → $118
Sep-20-24	Initiated	Robert W. Baird	Outperform	$128
Aug-15-24	Initiated	Stifel	Buy	$135
Jul-31-24	Reiterated	TD Cowen	Hold	$100 → $120
Jul-15-24	Downgrade	Citigroup	Buy → Neutral	$113
Dec-06-23	Initiated	Seaport Research Partners	Neutral
Nov-30-23	Initiated	BofA Securities	Neutral	$105
Nov-21-23	Initiated	Wells Fargo	Equal Weight	$100
Jun-14-23	Downgrade	Needham	Buy → Hold
Nov-04-22	Upgrade	Citigroup	Neutral → Buy	$100 → $95
Aug-05-22	Upgrade	Stifel	Hold → Buy	$94 → $110
Jun-23-22	Initiated	Loop Capital	Hold	$78
Jan-26-22	Initiated	KeyBanc Capital Markets	Overweight	$105
Jan-06-22	Initiated	The Benchmark Company	Buy	$110

Show Previous Ratings

Today 10:52AM	IonQ Stock Up on Q4 Earnings & Revenue Beat, Gross Margin Down (Zacks)
Feb-19-26 09:40AM	Are Computer and Technology Stocks Lagging Advanced Energy Industries (AEIS) This Year? (Zacks)
07:38AM	Analog Devices Q1 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
Feb-17-26 10:00AM	Best Momentum Stocks to Buy for February 17th (Zacks)
01:53AM	New Strong Buy Stocks for February 17th (Zacks)
12:33AM	Loading…
12:33AM	5 Revealing Analyst Questions From Advanced Energy's Q4 Earnings Call (StockStory)
Feb-16-26 12:20PM	Can Advanced Energy (AEIS) Run Higher on Rising Earnings Estimates? (Zacks)
Feb-12-26 11:45PM	3 Inflated Stocks with Open Questions (StockStory)
01:50PM	Qnity Electronics Stock Sees IBD RS Rating Climb To 79 (Investor's Business Daily)
Feb-11-26 01:47PM	Chip Equipment Maker Axcelis Technologies Gets RS Rating Lift (Investor's Business Daily) +10.65%
11:15AM	Advanced Energy Q4 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
06:00AM	Advanced Energy to Participate at Upcoming Investor Conferences (Business Wire)
12:33AM	AEIS Q4 Deep Dive: Data Center and Semiconductor Demand Drive Outperformance, Capacity Expansions Continue (StockStory)
12:03AM	Advanced Energy Industries Inc (AEIS) Q4 2025 Earnings Call Highlights: Record Revenue and ... (GuruFocus.com)
Feb-10-26 07:00PM	Advanced Energy (AEIS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:19PM	Loading…
06:19PM	Advanced Energy Industries Q4 Earnings Call Highlights (MarketBeat)
05:15PM	Advanced Energy Industries (AEIS) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:31PM	Advanced Energy (NASDAQ:AEIS) Beats Expectations in Strong Q4 CY2025 (StockStory)
04:25PM	Advanced Energy: Q4 Earnings Snapshot (Associated Press Finance)
04:23PM	Advanced Energy Industries Powers Higher After Q4 Beat-And-Raise Report (Investor's Business Daily)
04:01PM	Advanced Energy Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
10:24AM	TSMC Stock Hits Record High As Chip Foundry Posts Strong Sales (Investor's Business Daily)
08:12AM	Stock Market Today: Dow Dips Ahead Of Retail Sales Data; Coca-Cola Sells Off On Earnings News (Live Coverage) (Investor's Business Daily)
07:18AM	Entegris Stock Rises After Chip-Gear Maker's Q4 Beat (Investor's Business Daily)
Feb-09-26 05:12PM	Dow Jones Futures: Nvidia, AMD, Tesla, Broadcom, Apple Are Big Movers (Investor's Business Daily)
11:51AM	AEIS Set to Report Q4 Earnings: What's in the Cards for the Stock? (Zacks)
Feb-08-26 10:06PM	Earnings To Watch: Advanced Energy (AEIS) Reports Q4 Results Tomorrow (StockStory)
Feb-06-26 11:10AM	Paylocity Q2 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks) +6.06%
11:07AM	Lightspeed Commerce Q3 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
11:05AM	Arrow Electronics Q4 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
10:48AM	Loading…
10:48AM	Fortinet Q4 Earnings & Revenues Beat Estimates, Increase Y/Y (Zacks)
10:18AM	Reddit Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise (Zacks)
10:15AM	Gen Digital Q3 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
10:09AM	Atlassian Q2 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
Feb-05-26 01:56PM	Carrier Global Q4 Earnings & Revenues Miss Estimates, Stock Down (Zacks)
01:24PM	Alphabet's Q4 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
01:18PM	Cognizant Q4 Earnings Beat Estimates: Will Raised View Aid Shares? (Zacks)
12:22PM	FORM's Q4 Earnings Surpass Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
11:51AM	APPS Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
09:31AM	Kimball Electronics Q2 Earnings Match Estimates, Revenues Decline Y/Y (Zacks)
06:00AM	Advanced Energy Declares Quarterly Cash Dividend (Business Wire)
Feb-04-26 12:13PM	Match Group Q4 Earnings & Revenues Beat Estimates, Both Increase Y/Y (Zacks)
12:06PM	AMD Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
12:04PM	Skyworks Q1 Earnings Top Estimates, Revenues Down Y/Y, Shares Rise (Zacks)
10:10AM	Super Micro Computer Q2 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
09:59AM	Varonis Q4 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
Feb-03-26 12:54PM	Fabrinet Q2 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
10:46AM	Teradyne Q4 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Up (Zacks)
09:40AM	Is Analog Devices (ADI) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Feb-02-26 10:38AM	Traction in AI-GPU Platform and DCBBS to Propel SMCI's Q2 Earnings (Zacks)
Jan-30-26 11:46AM	KLA Q2 Earnings Surpass Estimates, Revenues Increase Y/Y, Shares Fall (Zacks) -5.11%
Jan-29-26 12:28PM	Fair Isaac Q1 Earnings Top Estimates, Strong Scores Drive Up Sales Y/Y (Zacks)
11:40AM	ASML Holding Q4 Earnings Miss Expectations, Revenues Rise Y/Y (Zacks)
Jan-26-26 03:34PM	BofA says the chip reshuffle makes Nvidia a 'compelling' value play (Yahoo Finance)
Jan-22-26 05:58PM	Forget Nvidia And Broadcom, These 5 Small-Cap Chip Stocks Could Rally Big This Year (Benzinga)
Jan-21-26 11:04PM	Advanced Energy (AEIS): Buy, Sell, or Hold Post Q3 Earnings? (StockStory) +7.19%
03:40PM	Why Advanced Energy (AEIS) Stock Is Trading Up Today (StockStory)
06:00AM	Advanced Energy Announces Fourth Quarter 2025 Earnings Date on February 10 (Business Wire)
Jan-19-26 07:26AM	Implied Volatility Surging for Advanced Energy Industries Stock Options (Zacks)
Jan-14-26 11:08AM	Advanced Energy Industries Touts Data Center Growth, Sees 2026 Semi Upswing at Needham Conference (MarketBeat)
Jan-07-26 11:25AM	Smorgasbord Of Buy Points Kicks Off 2026. Google, Nvidia On The Menu. (Investor's Business Daily)
Jan-05-26 01:41PM	Advanced Energy, IBD Stock Of The Day, Breaks Out. So Do Several Chip Peers. (Investor's Business Daily)
06:53AM	ASML (ASML) Surges 8.8%: Is This an Indication of Further Gains? (Zacks)
Jan-02-26 04:00PM	Funds Plow Money Into AppLovin, Broadcom, Google And This Top 100 Stock (Investor's Business Daily) +6.03%
Jan-01-26 11:37PM	3 Small-Cap Stocks We Keep Off Our Radar (StockStory)
Dec-31-25 02:47PM	Funds Plow Money Into AppLovin, Broadcom, Google - And This Top 100 Stock (Investor's Business Daily)
09:40AM	Is Monolithic Power Systems (MPWR) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Dec-27-25 10:00AM	6 under-the-radar stocks to play the AI boom in 2026: BofA (Yahoo Finance)
Dec-22-25 01:05PM	NICE Drops 37% in a Year: How Should You Approach the Stock in 2026? (Zacks)
Dec-18-25 01:31PM	BOX Declines 14% in 6 Months: What's Ahead for the Stock? (Zacks)
Dec-17-25 12:59PM	Cognizant Stock Rallies on Strong AI Push, Expanding Clientele (Zacks)
Dec-16-25 11:38AM	Nvidia and Broadcom Are Wall Street's Top Chip Picks for 2026 (GuruFocus.com)
Dec-15-25 09:40AM	Is Advanced Energy Industries (AEIS) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
08:56AM	Buy 5 High-Flying Mid-Cap Stocks of 2025 to Tap More Gains in 2026 (Zacks)
Dec-12-25 10:43AM	Broadcom Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
10:31AM	Daktronics' Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
Dec-11-25 12:00PM	What Makes Advanced Energy Industries (AEIS) a Strong Momentum Stock: Buy Now? (Zacks)
10:25AM	Amtech Systems Rises 6% After Q4 Earnings and Revenues Beat Estimates (Zacks)
09:50AM	Adobe Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
Dec-10-25 09:33AM	Will Higher Semiconductor Revenues Help AVGO Stock Beat Q4 Earnings? (Zacks)
Dec-09-25 10:31PM	Electronic Components Stocks Q3 Results: Benchmarking Advanced Energy (NASDAQ:AEIS) (StockStory)
01:14PM	Shares of TTAN Jump on Strong Q3 Earnings Beat & Top-Line Growth (Zacks)
Dec-05-25 01:16PM	SentinelOne Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
12:06PM	Rubrik Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Up (Zacks)
10:30AM	HPE Q4 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
08:53AM	SAIC Q3 Earnings Beat: Will Strong FY26 Guidance Lift the Stock? (Zacks)
Dec-04-25 12:06PM	OKTA Shares Jump on Solid Q3 Earnings Beat, Revenues Increase Y/Y (Zacks)
11:36AM	Snowflake Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
11:30AM	Why Is Advanced Energy (AEIS) Down 5.5% Since Last Earnings Report? (Zacks)
Dec-03-25 10:33AM	BOX's Q3 Earnings Meet Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
10:17AM	Gitlab Shares Down Despite Q3 Earnings Beat, Revenues Up Y/Y (Zacks)
10:02AM	Marvell Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
09:08AM	CrowdStrike Q3 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
Dec-01-25 08:50AM	Falcon Flex Adoption to Aid CrowdStrike's Subscription Revenues in Q3 (Zacks)
Nov-28-25 09:40AM	Are Computer and Technology Stocks Lagging Advanced Energy Industries (AEIS) This Year? (Zacks)
Nov-26-25 12:01PM	DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up (Zacks)
Nov-24-25 04:03PM	Top Stock Picks for Week of November 24, 2025 (Zacks) +5.12%
Nov-21-25 08:23AM	Advanced Energy and Boise Cascade have been highlighted as Zacks Bull and Bear of the Day (Zacks)
04:00AM	Bull of the Day: Advanced Energy Industries, Inc. (AEIS) (Zacks)
Nov-18-25 01:31PM	Can GoDaddy's Agentic AI Initiatives Push the Stock Higher? (Zacks)

Advanced Energy Industries, Inc. engages in the provision of power electronics conversion products. Its products include AC-DC power supply units, DC-DC conversion, high voltage amplifiers and power supplies, plasma power, controllers, sense, and measurement. The company was founded by Douglas S. Schatz in 1981 and is headquartered in Denver, CO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Vonne Elizabeth Karpinski	EVP, General Counsel	Feb 23 '26	Sale	328.42	964	316,597	11,683	Feb 24 06:02 PM
ELIZABETH K VONNE	Officer	Feb 23 '26	Proposed Sale	328.42	965	316,925		Feb 23 04:29 PM
Vonne Elizabeth Karpinski	EVP, General Counsel	Feb 18 '26	Option Exercise	314.12	8,591	2,698,605	17,634	Feb 20 06:18 PM
Donaghey John	EVP, Global Sales	Feb 18 '26	Option Exercise	314.12	8,590	2,698,291	18,619	Feb 20 06:15 PM
Oldham Paul R	EVP, CFO	Feb 18 '26	Option Exercise	314.12	15,466	4,858,180	40,258	Feb 20 06:09 PM
Acebedo Eduardo Bernal	EVP and COO	Feb 18 '26	Option Exercise	314.12	13,747	4,318,208	33,569	Feb 20 06:07 PM
Kelley Stephen Douglas	President and CEO	Feb 18 '26	Option Exercise	314.12	53,704	16,869,500	147,656	Feb 20 06:05 PM
DelSanto Anne	Director	Feb 17 '26	Sale	311.04	240	74,650	6,654	Feb 18 02:35 PM
Minnix Lanesha	Director	Feb 13 '26	Sale	316.62	1,000	316,625	4,585	Feb 18 02:21 PM
DelSanto Anne	Director	Feb 17 '26	Proposed Sale	311.04	240	74,650		Feb 17 09:39 AM
LANESHA MINNIX	Director	Feb 13 '26	Proposed Sale	316.62	1,000	316,625		Feb 13 05:57 PM
DelSanto Anne	Director	Jan 15 '26	Sale	247.00	240	59,280	6,894	Jan 16 02:35 PM
DelSanto Anne	Director	Jan 15 '26	Proposed Sale	247.00	240	59,280		Jan 15 10:17 AM
DelSanto Anne	Director	Dec 15 '25	Sale	218.40	240	52,416	7,134	Dec 16 11:28 AM
DelSanto Anne	Director	Dec 15 '25	Proposed Sale	218.40	240	52,416		Dec 15 11:14 AM
Donikowski Tina	Director	Dec 04 '25	Sale	210.33	2,257	474,715	8,248	Dec 05 02:26 PM
TINA M DONIKOWSKI	Director	Dec 04 '25	Proposed Sale	210.33	2,257	474,715		Dec 04 04:06 PM
Oldham Paul R	EVP, CFO	Nov 19 '25	Option Exercise	85.97	6,042	519,431	37,048	Nov 21 03:03 PM
Oldham Paul R	EVP, CFO	Nov 19 '25	Sale	203.11	8,174	1,660,221	24,792	Nov 21 03:03 PM
COLPITTS BERNARD RAYMOND JR	SVP, Chief Accounting Officer	Nov 18 '25	Sale	196.82	2,407	473,746	1,647	Nov 20 01:46 PM
PAUL R OLDHAM	Officer	Nov 19 '25	Proposed Sale	203.10	12,256	2,489,181		Nov 19 04:02 PM
BERNARD COLPITTS	Officer	Nov 18 '25	Proposed Sale	196.82	2,407	473,746		Nov 18 04:03 PM
DelSanto Anne	Director	Nov 17 '25	Sale	200.27	240	48,065	7,374	Nov 18 12:29 PM
DelSanto Anne	Director	Nov 17 '25	Proposed Sale	200.27	240	48,065		Nov 17 10:31 AM
DelSanto Anne	Director	Oct 15 '25	Sale	186.99	240	44,878	7,614	Oct 17 02:25 PM
DelSanto Anne	Director	Oct 15 '25	Proposed Sale	186.99	240	44,878		Oct 15 09:49 AM
DelSanto Anne	Director	Sep 15 '25	Sale	157.25	240	37,740	7,854	Sep 16 01:58 PM
DelSanto Anne	Director	Sep 15 '25	Proposed Sale	157.25	240	37,740		Sep 15 09:51 AM
DelSanto Anne	Director	Aug 15 '25	Sale	160.42	240	38,501	8,094	Aug 19 04:33 PM
DelSanto Anne	Director	Aug 15 '25	Proposed Sale	160.42	240	38,501		Aug 15 10:00 AM
Donaghey John	EVP, Global Sales	Aug 13 '25	Sale	160.73	1,000	160,730	10,029	Aug 14 05:33 PM
Donaghey John	Officer	Aug 13 '25	Proposed Sale	159.84	1,000	159,845		Aug 13 02:11 PM
DelSanto Anne	Director	Jul 15 '25	Sale	143.27	240	34,385	8,334	Jul 16 04:59 PM
DelSanto Anne	Director	Jul 15 '25	Proposed Sale	143.26	240	34,384		Jul 15 09:51 AM
Donaghey John	EVP, Global Sales	Jul 09 '25	Sale	140.00	2,000	280,000	11,029	Jul 09 05:13 PM
JOHN DONAGHEY	Officer	Jul 09 '25	Proposed Sale	140.00	2,000	280,000		Jul 09 04:55 PM
Oldham Paul R	EVP, CFO	Jun 20 '25	Option Exercise	85.97	6,042	519,431	37,048	Jun 24 05:26 PM
Oldham Paul R	EVP, CFO	Jun 20 '25	Sale	131.29	1,173	154,003	31,006	Jun 24 05:26 PM
PAUL R OLDHAM	Officer	Jun 20 '25	Proposed Sale	131.29	6,042	793,254		Jun 20 04:04 PM
DelSanto Anne	Director	Jun 16 '25	Sale	124.39	240	29,854	8,574	Jun 18 03:17 PM
DelSanto Anne	Director	Jun 16 '25	Proposed Sale	124.39	240	29,854		Jun 16 10:24 AM
Acebedo Eduardo Bernal	EVP and COO	Mar 03 '25	Option Exercise	85.97	12,084	1,038,861	48,428	Mar 05 06:36 PM
Acebedo Eduardo Bernal	EVP and COO	Mar 03 '25	Sale	111.61	19,309	2,155,137	19,822	Mar 05 06:36 PM
EDUARDO BERNAL ACEBEDO	Officer	Mar 03 '25	Proposed Sale	111.65	28,606	3,193,989		Mar 03 04:33 PM

Open in Screener

LAZ

Lazard Inc

Feb 26 • 03:50PM ET

53.15

+1.48 2.86 %

Financial • Capital Markets • USA • NYSE

Peers: GS MS JPM EVR BAC C MC PJT RJF BLK

| Held by: VTI VB DVY VBR VXF SCHA VYM IWR DFAS SCHM

Index	-	P/E	24.48	EPS (ttm)	2.17	Insider Own	1.88%	Shs Outstand	94.88M	Perf Week	4.03%
Market Cap	4.99B	Forward P/E	10.92	EPS next Y	4.87	Insider Trans	-5.71%	Shs Float	93.10M	Perf Month	0.72%
Enterprise Value	5.78B	PEG	0.35	EPS next Q	0.73	Inst Own	93.65%	Short Float	5.50%	Perf Quarter	8.89%
Income	230.91M	P/S	1.56	EPS this Y	49.69%	Inst Trans	2.47%	Short Ratio	5.00	Perf Half Y	-7.47%
Sales	3.20B	P/B	5.49	EPS next Y	33.28%	ROA	4.74%	Short Interest	5.12M	Perf YTD	9.45%
Book/sh	9.68	P/C	3.32	EPS next 5Y	31.59%	ROE	30.59%	52W High	58.75 -9.53%	Perf Year	7.20%
Cash/sh	16.01	P/FCF	9.88	EPS past 3/5Y	-12.28% -8.51%	ROIC	7.78%	52W Low	31.97 66.24%	Perf 3Y	44.43%
Dividend Est.	2.00 (3.76%)	EV/EBITDA	12.85	Sales past 3/5Y	2.82% 3.45%	Gross Margin	95.12%	Volatility	4.46% 4.67%	Perf 5Y	37.37%
Dividend TTM	2.00 (3.76%)	EV/Sales	1.80	EPS Y/Y TTM	-18.80%	Oper. Margin	12.96%	ATR (14)	2.31	Perf 10Y	65.39%
Dividend Ex-Date	Feb 09, 2026	Quick Ratio	1.42	Sales Y/Y TTM	1.82%	Profit Margin	7.21%	RSI (14)	52.62	Recom	2.45
Dividend Gr. 3/5Y	1.02% 1.25%	Current Ratio	1.42	EPS Q/Q	-43.76%	SMA20	-0.08%	Beta	1.39	Target Price	60.38
Payout	84.43%	Debt/Eq	2.49	Sales Q/Q	9.91%	SMA50	2.28%	Rel Volume	0.83	Prev Close	51.67
Employees	3309	LT Debt/Eq	2.40	Earnings	Jan 29 BMO	SMA200	4.57%	Avg Volume	1.02M	Price	53.15
IPO	May 05, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.01% 10.34%	Trades		Volume	828,170	Change	2.86%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Initiated	BofA Securities	Buy	$65
Dec-11-25	Resumed	UBS	Neutral	$54
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$56
Aug-25-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$65
Apr-07-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$56 → $33
Jan-03-25	Downgrade	Wolfe Research	Outperform → Peer Perform
Dec-20-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$65 → $57
Dec-09-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$60 → $63
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$51
Jan-29-24	Resumed	Keefe Bruyette	Outperform	$51
Jan-03-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$42
Sep-19-23	Downgrade	Goldman	Neutral → Sell	$37 → $32
Jul-13-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$31 → $36
Jul-12-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$36 → $43
Jul-03-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Apr-12-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$29 → $36
Jul-18-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$40 → $30
Jul-13-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$38 → $30
Apr-07-22	Downgrade	Wolfe Research	Peer Perform → Underperform	$39
Mar-08-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$40

Show Previous Ratings

Feb-23-26 05:07PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in January (PR Newswire)
Feb-18-26 12:32PM	New Vestiaire Collective CEO Bernard Osta Eyes U.S. Growth as Platform Seeks Profitability (WWD)
07:30AM	LAZARD EXPANDS ITS HEALTHCARE SERVICES TEAM WITH ADDITION OF JOHN KOSKI AND ROBERT LOWE (PR Newswire)
Feb-13-26 01:20PM	The market is 'too sanguine' about inflation, says Lazard's Eric Van Nostrand (CNBC TV)
Feb-11-26 11:38PM	2 Value Stocks to Research Further and 1 Facing Headwinds (StockStory) -5.11%
06:45AM	Loading…
Feb-10-26 06:45AM	LAZARD REPORTS JANUARY 2026 ASSETS UNDER MANAGEMENT (PR Newswire)
Feb-09-26 01:21PM	Carlyle Shares Gain 5.9% as Q4 Earnings Meet Estimates, AUM Rises Y/Y (Zacks)
Feb-08-26 11:01PM	Lazard (LAZ): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
Feb-06-26 11:07AM	Morgan Stanley, Clairfield lead South & Central America M&A financial advisory in 2025 (Private Banker International)
Feb-05-26 07:25AM	Morgan Stanley tops power M&A financial advisory in 2025 (Power Technology)
12:44AM	5 Revealing Analyst Questions From Lazard's Q4 Earnings Call (StockStory)
Feb-04-26 08:40AM	Do Options Traders Know Something About Lazard Stock We Don't? (Zacks) +5.54%
Feb-03-26 05:15PM	The Leadership Imperative \| WSJ Leadership Institute (WSJ)
Jan-30-26 01:09PM	Lazard Shares Gain as Q4 Earnings Beat Estimates, AUM Rise Y/Y (Zacks)
12:30PM	Lazard (LAZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
12:33AM	Loading…
12:33AM	LAZ Q4 Deep Dive: Advisory and Asset Management Momentum Drive Upside Surprise (StockStory)
Jan-29-26 11:41PM	Lazard Q4 Earnings Call Highlights (MarketBeat)
07:45AM	Lazard (LAZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:17AM	Lazard (NYSE:LAZ) Reports Upbeat Q4 CY2025 (StockStory)
06:52AM	Lazard: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	Lazard Reports Fourth Quarter and Full Year 2025 Results (PR Newswire)
06:30AM	Lazard Managing Director Tracy Farr Appointed Chief Financial Officer (PR Newswire)
Jan-28-26 04:15PM	Lazard Declares Quarterly Dividend of $0.50 per Share (PR Newswire)
09:15AM	Stay Ahead of the Game With Lazard (LAZ) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Jan-27-26 10:07PM	Lazard (LAZ) Q4 Earnings Report Preview: What To Look For (StockStory)
Jan-22-26 04:15PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December (PR Newswire)
10:00AM	Analysts Estimate Lazard (LAZ) to Report a Decline in Earnings: What to Look Out for (Zacks)
01:51AM	New research projects U.S. inflation resurgence, challenging bitcoin bulls' disinflation bets (CoinDesk)
Jan-21-26 01:48PM	Lazard CEO says 'something big' likely to happen in Iran in next few days (CNBC TV)
09:47AM	Lazard CEO Peter Orszag: Expect inflation to surprise to the upside this year (CNBC TV)
08:00AM	Loading…
08:00AM	Lazard Asset Management CEO Chris Hogbin to Speak at the 2026 UBS Financial Services Conference (PR Newswire)
Jan-20-26 08:00AM	Lazard CEO and Chairman Peter R. Orszag to Speak at the 2026 Bank of America Financial Services Conference (PR Newswire)
Jan-14-26 08:00AM	Lazard to Announce Fourth Quarter and Full Year 2025 Financial Results (PR Newswire)
Jan-13-26 01:01PM	Ex-Lazard Banker Charged in Insider Trading Case Tied to Health-Care Deals (GuruFocus.com)
06:45AM	Lazard Reports December 2025 Assets Under Management (Business Wire)
Jan-06-26 08:30AM	Lazard Asset Management Appoints Eric Van Nostrand as Chief Investment Officer (Business Wire)
Jan-05-26 05:01PM	Lazard Global Total Return and Income Fund Announces Monthly Distribution Amount (Business Wire)
Jan-02-26 02:30AM	Jefferies Earnings Can Boost the Stock. The Company Is Moving Past Credit Concerns. (Barrons.com)
Dec-24-25 05:00AM	Wall Street Expects a Solid 2026 for Stocks. But the 'Risks Are Growing' (Investopedia)
Dec-23-25 04:05PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in November (Business Wire)
Dec-16-25 09:09AM	$15B OnePoint BFG Hires CFO, Executive Directors (Wealth Management)
08:49AM	Lazard CEO: U.S. economy increasingly a levered bet on AI (CNBC TV)
Dec-15-25 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Dec-13-25 10:14AM	Coca-Cola holds last-ditch talks in bid to salvage Costa Coffee sale (Financial Times)
Dec-10-25 01:06PM	Why Lazard (LAZ) Shares Are Trading Lower Today (StockStory)
06:45AM	Lazard Reports November 2025 Assets Under Management (Business Wire)
Dec-09-25 11:04PM	1 Reason to Like LAZ (and 1 Not So Much) (StockStory)
Dec-08-25 12:10PM	Here's How Lazard's Advisory Push Positions It for 2030 Growth (Zacks) -7.47%
Dec-05-25 11:30AM	Blue Owl Capital Corporation (OBDC) Up 11.2% Since Last Earnings Report: Can It Continue? (Zacks)
Dec-04-25 11:30AM	Marathon Digital (MARA) Down 27.2% Since Last Earnings Report: Can It Rebound? (Zacks)
Dec-03-25 11:30AM	Why Is PRA Group (PRAA) Up 27.1% Since Last Earnings Report? (Zacks)
Nov-25-25 07:45AM	Lazard Bolsters Global Industrials Practice by Adding Three New Managing Directors (Business Wire)
Nov-24-25 11:18PM	BHP Ends New Anglo Takeover Bid After Rejection (Bloomberg)
10:31PM	Reflecting On Investment Banking & Brokerage Stocks' Q3 Earnings: Lazard (NYSE:LAZ) (StockStory)
04:40PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in October (Business Wire)
Nov-21-25 06:07PM	Lazard, Evercore, and BGC Shares Are Soaring, What You Need To Know (StockStory)
Nov-20-25 08:00AM	Lazard CEO and Chairman Peter R. Orszag to Speak at the 2025 Goldman Sachs U.S. Financial Services Conference (Business Wire)
Nov-18-25 07:03PM	Trump DOE gives Microsoft partner $1B loan to restart Three Mile Island reactor (TechCrunch)
08:08AM	Akzo Nobel to Acquire Axalta in Dutch-US Paint Combination (Bloomberg)
Nov-13-25 12:55PM	Lazard's AUM Edges Higher in October: Will the Growth Trend Continue? (Zacks)
Nov-12-25 06:45AM	Lazard Reports October 2025 Assets Under Management (Business Wire)
Nov-11-25 07:17PM	Are Americas Corporate Boards Ready for AI? (The Wall Street Journal)
Nov-07-25 01:02PM	Franklin Q4 Earnings Surpass Estimates, AUM Rises Sequentially (Zacks)
12:02PM	KKR Q3 Earnings Top Estimates as AUM Rises Y/Y, Stock Gains (Zacks)
Nov-03-25 10:50AM	Carlyle Shares Decline as Q3 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
Oct-30-25 01:37AM	The 5 Most Interesting Analyst Questions From Lazard's Q3 Earnings Call (StockStory)
Oct-28-25 01:01PM	Apollo Set to Report Q3 Earnings: What's in the Cards for the Stock? (Zacks)
Oct-24-25 12:25PM	Lazard Q3 Earnings Beat Estimates, Advisory Revenues & AUM Rise Y/Y (Zacks)
01:31AM	LAZ Q3 Deep Dive: Advisory Strength, Asset Management Inflows, and Evolving Mix Drive Results (StockStory)
Oct-23-25 03:03PM	Lazard Inc (LAZ) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic Growth Amid ... (GuruFocus.com)
02:34PM	Companies' Performance Gap Is Changing Investment Banking: Lazard CEO (Barrons.com)
12:25PM	Lazard CEO: Don't believe prominent bankruptcies show broader private credit problems (CNBC TV)
09:30AM	Lazard (LAZ) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:01AM	Lazard (NYSE:LAZ) Delivers Impressive Q3, Stock Soars (StockStory)
07:40AM	Lazard (LAZ) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:41AM	Lazard: Q3 Earnings Snapshot (Associated Press Finance)
06:30AM	Lazard Reports Third Quarter and Nine Month 2025 Results (Business Wire)
Oct-22-25 06:00PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in September (Business Wire)
04:15PM	Lazard Declares Quarterly Dividend of $0.50 Per Share (Business Wire)
09:15AM	Countdown to Lazard (LAZ) Q3 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Oct-21-25 11:08PM	Lazard (LAZ) Q3 Earnings: What To Expect (StockStory)
Oct-20-25 02:00AM	Lazard Appoints Edouard Panie as Managing Director and Co-Head of European Financial Sponsors Coverage (Business Wire)
02:00AM	Lazard Appoints Edouard Pani as Managing Director and Co-Head of European Financial Sponsors Coverage (Business Wire)
Oct-16-25 10:00AM	Lazard (LAZ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
12:02AM	2 Reasons to Sell LAZ and 1 Stock to Buy Instead (StockStory)
Oct-15-25 03:45PM	Are Options Traders Betting on a Big Move in Lazard Stock? (Zacks)
Oct-14-25 08:58AM	Bitfarms CFO Jeff Lucas to retire as Jonathan Mir named successor (Blockspace)
Oct-13-25 04:41PM	Why Lazard (LAZ) Stock Is Trading Up Today (StockStory)
Oct-10-25 06:45AM	Lazard Reports September 2025 Assets Under Management (Business Wire)
Oct-08-25 03:30PM	Lazard's Temple Worries About Signs of Speculative Market Melt-Up (Bloomberg)
08:00AM	Lazard to Announce Third Quarter and Nine Month 2025 Financial Results (Business Wire)
07:45AM	Bernard Osta promoted to Vestiaire Collective CEO (Just Style)
Oct-06-25 04:08PM	Vestiaire Collective Names Bernard Osta Chief Executive Officer (WWD)
03:36PM	Lazard Listed Infrastructure ETF Launches (Bloomberg)
08:00AM	Lazard Asset Management Expands ETF Lineup With Launch of Listed Infrastructure ETF (Business Wire)
Oct-03-25 07:21AM	Former Commander of U.S. Central Command General Michael Erik Kurilla Joins Lazard as Senior Advisor (Business Wire)
Oct-01-25 02:00AM	Lazard Welcomes Cyrille Cotte as Managing Director and Head of Insurance for European Financial Institutions (Business Wire)
Sep-23-25 06:27AM	Giotto.ai targets more than $1bn valuation in European funding (Verdict)
Sep-22-25 04:40PM	Swiss AI startup Giotto.ai seeks funding at over $1 billion valuation, sources say (Reuters)
04:05PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in August (Business Wire)

Lazard, Inc. is a financial advisory and asset management firm, which engages in the provision of crafting solutions to the clients, including corporations, governments, institutions, partnerships, and individuals. It operates through the Financial Advisory and Asset Management segments. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign, and individual clients, an array of financial advisory services regarding mergers and acquisitions, restructurings, capital structure, capital raising, and corporate preparedness. The Asset Management segment provides global investment solutions and investment management services. The company was founded by Alexandre Lazard, Lazare Lazard, and Simon Lazard in 1848 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Orszag Peter Richard	CEO & Chairman	Sep 16 '25	Sale	54.09	32,475	1,756,573	183,274	Sep 17 08:06 PM
Orszag Peter Richard	Officer	Sep 16 '25	Proposed Sale	54.28	32,475	1,762,743		Sep 16 10:39 AM
Russo Evan L	CEO of Asset Management	Sep 11 '25	Sale	56.95	50,000	2,847,600	227,915	Sep 11 07:27 PM
Russo Evan L	CEO of Asset Management	Sep 10 '25	Sale	55.71	25,000	1,392,660	277,915	Sep 11 07:27 PM
Gathy Michael	Chief Accounting Officer	Sep 10 '25	Sale	55.37	617	34,163	0	Sep 11 07:26 PM
Russo Evan L	Officer	Sep 11 '25	Proposed Sale	56.95	50,000	2,847,600		Sep 11 04:21 PM
Russo Evan L	Officer	Sep 10 '25	Proposed Sale	55.71	25,000	1,392,661		Sep 10 04:41 PM
Gathy Michael	Officer	Sep 10 '25	Proposed Sale	55.37	617	34,163		Sep 10 11:48 AM
Soto Alexandra	Chief Operating Officer	Jun 11 '25	Sale	43.81	85,894	3,763,016	113,872	Jun 13 05:47 PM
Orszag Peter Richard	CEO & Chairman	Mar 17 '25	Sale	45.56	64,539	2,940,114	170,285	Mar 17 06:43 PM
Orszag Peter Richard	CEO & Chairman	Mar 14 '25	Sale	45.24	64,539	2,919,813	234,824	Mar 17 06:43 PM
Orszag Peter Richard	Officer	Mar 17 '25	Proposed Sale	45.12	64,539	2,912,000		Mar 17 10:24 AM
Orszag Peter Richard	Officer	Mar 14 '25	Proposed Sale	45.24	64,539	2,919,815		Mar 14 04:20 PM

AAON

AAON Inc

AEIS

Advanced Energy Industries Inc

LAZ

Lazard Inc

Upgrade your FINVIZ experience