Technology

Lazard Reports August 2026 Assets Under Management

Published

6 hours ago

September 11, 2026

NEW YORK, Sept. 11, 2026 /PRNewswire/ — Lazard, Inc. (NYSE: LAZ) reported today that its preliminary assets under management (“AUM”) as of August 31, 2026 totaled approximately $290.3 billion. The month’s AUM included market appreciation of $3.7 billion, net outflows of $1.8 billion and FX appreciation of $1.5 billion.

LAZARD, INC.
ASSETS UNDER MANAGEMENT (“AUM”)
(unaudited)
($ in millions)

As of:

August 31,

July 31,

20261

2026

Equity

$218,426

$216,243

Fixed Income

35,590

34,964

Multi Asset

25,305

24,620

Alternatives

11,011

11,071

Total AUM

$290,332

$286,898

(1) Preliminary – subject to adjustment

About Lazard

Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia. Lazard provides advice on mergers and acquisitions, capital markets and capital solutions, restructuring and liability management, geopolitics, and other strategic matters, as well as asset management and investment solutions to institutions, corporations, governments, partnerships, family offices, and high net worth individuals. Lazard is listed on the New York Stock Exchange as Lazard, Inc. under the ticker LAZ. For more information, please visit Lazard.com and follow Lazard on LinkedIn.

Cautionary Note Regarding Forward-Looking Statements:
This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as “may,” “might,” “will,” “should,” “could,” “would,” “expect,” “plan,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” “target,” “goal,” “pipeline,” or “continue,” and the negative of these terms and other comparable terminology. These forward-looking statements, which are subject to known and unknown risks, uncertainties and assumptions about us, may include projections of our future financial performance based on our growth strategies, business plans and initiatives and anticipated trends in our business. These statements are only predictions based on our current expectations and projections about future events. There are important factors that could cause our actual results, level of activity, performance or achievements to differ materially from the results, level of activity, performance or achievements expressed or implied by the forward-looking statements.

These factors include, but are not limited to, those discussed in our Annual Report on Form 10-K under Item 1A “Risk Factors,” and also discussed from time to time in our Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, including the following:

Adverse general economic conditions or adverse conditions in global or regional financial markets;Changes in international trade policies and practices including the implementation of tariffs, proposed further tariffs, and responses from other jurisdictions, and the economic impacts, volatility and uncertainty resulting therefrom;A decline in our revenues, for example due to a decline in overall mergers and acquisitions (M&A) activity, our share of the M&A market or our assets under management (AUM);Losses caused by financial or other problems experienced by third parties;Losses due to unidentified or unanticipated risks;A lack of liquidity, i.e., ready access to funds, for use in our businesses; Competitive pressure on our businesses and on our ability to retain and attract employees at current compensation levels; andChanges in relevant tax laws, regulations or treaties or an adverse interpretation of those items.

These risks and uncertainties are not exhaustive. Our SEC reports describe additional factors that could adversely affect our business and financial performance. Moreover, we operate in a very competitive and rapidly changing environment. New risks and uncertainties emerge from time to time, and it is not possible for our management to predict all risks and uncertainties, nor can management assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements.

As a result, there can be no assurance that the forward-looking statements included in this release will prove to be accurate or correct. Although we believe the statements reflected in the forward-looking statements are reasonable, we cannot guarantee future results, level of activity, performance, achievements or events. Moreover, neither we nor any other person assumes responsibility for the accuracy or completeness of any of these forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. We are under no duty to update any of these forward-looking statements after the date of this release to conform our prior statements to actual results or revised expectations and we do not intend to do so.

Lazard, Inc. is committed to providing timely and accurate information to the investing public, consistent with our legal and regulatory obligations. To that end, Lazard and its operating companies use their websites, and other social media sites to convey information about their businesses, including the anticipated release of quarterly financial results, quarterly financial, statistical and business-related information, and the posting of updates of assets under management in various mutual funds, hedge funds and other investment products managed by Lazard Asset Management LLC and Lazard Frères Gestion SAS. Investors can link to Lazard and its operating company websites through www.lazard.com.

Investor Contact:
William Murdock +1 212-632-1564
William.Murdock@lazard.com

Media Contacts:
Zoe Butt +44 20 7448 2802
zoe.butt@lazard.com

Aziz Nayani +1 212 632 6042
aziz.nayani@lazard.com

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SOURCE Lazard

Technology

PlanetiQ Selected for NOAA’s Space-Based Environmental Monitoring IDIQ

Published

21 minutes ago

September 11, 2026

Selection builds on PlanetiQ’s long-standing relationship with NOAA and adds thermospheric neutral density to its environmental data offerings

GOLDEN, Colo., Sept. 11, 2026 /PRNewswire/ — PlanetiQ, a leading provider of commercial satellite-based environmental data, today announced that it has been selected as an industry partner under NOAA’s new Space-Based Environmental Monitoring (SBEM) Indefinite Delivery, Indefinite Quantity (IDIQ) contract. Through the SBEM IDIQ, PlanetiQ will be eligible to compete for task orders to provide NOAA with two types of commercial environmental data: Global Navigation Satellite System-Radio Occultation (GNSS-RO) observations for atmospheric profiling and ionospheric monitoring, and thermospheric neutral density data for satellite orbit prediction.

“This selection builds on our long-standing partnership with NOAA and expands the ways our data can support the agency, from high-resolution atmospheric and ionospheric observations to thermospheric neutral density for satellite orbit prediction,” said Ira Scharf, CEO of PlanetiQ.

The SBEM IDIQ, established by NOAA’s National Environmental Satellite, Data, and Information Service (NESDIS) through its Commercial Data Program. The contract has a five-year base period followed by a five-year option and is effective from September 1, 2026, through August 31, 2036.

Under SBEM, PlanetiQ will provide data from its existing satellite constellation as well as additional satellites planned for launch later this year. The company’s GNSS-RO observations provide high-resolution atmospheric profiles for numerical weather prediction and measurements of the ionosphere, including Total Electron Content (TEC) and scintillation. PlanetiQ will also introduce thermospheric neutral density data as a new commercial data product for NOAA NESDIS, supporting improved satellite orbit prediction and space-weather applications.

“PlanetiQ has built its business around delivering high-quality GNSS-RO data with the precision needed to improve weather forecasting,” said Ira Scharf, CEO of PlanetiQ. “This selection builds on our long-standing partnership with NOAA and expands the ways our data can support the agency, from high-resolution atmospheric and ionospheric observations to thermospheric neutral density for satellite orbit prediction. We look forward to continuing to work with NOAA to advance weather forecasting and space weather applications.”

Per NOAA’s own press release, NOAA is expanding its procurement and use of new commercial environmental satellite data streams that will enhance weather forecasting and space weather monitoring. The SBEM IDIQ contract is a key part in the agency’s ongoing effort to boost U.S. weather forecasting capabilities.

PlanetiQ currently provides GNSS-RO data to NOAA NESDIS under the agency’s previous commercial data contract vehicle. The company’s most recent task order, announced in August, provides GNSS-RO and ionospheric data and bridges the transition to the new SBEM contract.

About PlanetiQ

PlanetiQ provides the highest-quality GNSS radio occultation (RO) data available from a commercial constellation of satellites, offering unmatched temporal and spatial resolution. The data drive accurate, high-impact weather and climate forecast models, helping improve Numerical Weather Prediction and AI forecasts, safeguard lives and property from severe weather. In 2025, PlanetiQ was awarded NOAA’s largest-ever contract for satellite weather data, valued at $24.3 million. PlanetiQ is a space-tech company that serves the most mission-critical government, defense, and industry leaders, including international weather agencies, enabling more resilient operations across sectors. Founded in 2015 and privately owned, PlanetiQ designs, builds, and operates the preeminent commercial constellation of GNSS-RO satellites, setting the standard for precision and reliability in atmospheric monitoring. For more information, contact info@planetiq.com

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SOURCE PlanetiQ

Technology

New Bloomberg Tax Projections Give Tax Professionals an Early Start on 2027 Planning

Published

21 minutes ago

September 11, 2026

ARLINGTON, Va., Sept. 11, 2026 /PRNewswire/ — Bloomberg Tax & Accounting released its 2027 Projected U.S. Tax Rates, which indicates a 3.2% increase in inflation from 2026 (compared to the 2.7% increase from 2025). The full report is available at https://aboutbtax.com/bmN8.

Bloomberg Tax’s annual Projected U.S. Tax Rates Report provides early, accurate notice of the potential tax savings that could be realized due to increases in deduction limitations, upward adjustments to tax brackets, and increases to numerous other key thresholds.

In an unprecedented event, the Bureau of Labor Statistics did not report the data from October of 2025. Thus, the C-CPI-U has been computed on an 11-month average.

The report accounts for several new adjustments made under the One Big Beautiful Bill Act (OBBBA) that affect tax planning for taxpayers in 2027 and beyond. For corporate taxpayers and passthroughs, they include an adjustment to the employer-provided child care credit, initially enhanced by the OBBBA. It also includes an adjustment to the threshold for information at source reporting requirements, which was initially increased by the OBBBA. For individuals, the report includes varied income tax rates with steeper adjustments for lower brackets.

“Tax professionals are being asked to make consequential planning decisions amid constant policy change and growing complexity,” said Evan Croen, head of Bloomberg Tax & Accounting. “By providing trusted projections before official figures are released and carrying those updates directly into the tools where professionals work, we can help them move from information to action sooner and spend more time applying their expertise to the decisions that matter most.”

The updated rates flow directly into Bloomberg Tax’s innovative software solutions including Bloomberg Tax Provision, Bloomberg Tax Fixed Assets, and Bloomberg Tax Workpapers. This is an example of the power and efficiency of Bloomberg Tax & Accounting’s integrated suite of solutions, which modernizes the corporate tax process, from data collection to tax calculations that power key deliverable.

Other key adjustments, with comparisons of the 2026 amounts and 2027 projections, include:

Individual Income Tax Rate Brackets

Married Filing Jointly and Surviving Spouses

2026 Tax Rate Bracket Income Ranges

Projected 2027 Tax Rate Bracket Income Ranges

10% – $0 to $24,800

10% – $0 to $25,600

12% – Over $24,800 to $100,800

12% – Over $25,600 to $104,050

22% – Over $100,800 to $211,400

22% – Over $104,050 to $218,250

24% – Over $211,400 to $403,550

24% – Over $218,250 to $416,650

32% – Over $403,550 to $512,450

32% – Over $416,650 to $529,100

35% – Over $512,450 to $768,700

35% – Over $529,100 to $793,650

37% – Over $768,700

37% – Over $793,650

Unmarried Individuals (other than Surviving Spouses and Heads of Households)

2026 Tax Rate Bracket Income Ranges

Projected 2027 Tax Rate Bracket Income Ranges

10% – $0 to $12,400

10% – $0 to $12,800

12% – Over $12,400 to $50,400

12% – Over $12,800 to $52,025

22% – Over $50,400 to $105,700

22% – Over $52,025 to $109,125

24% – Over $105,7000 to $201,775

24% – Over $109,125 to $208,325

32% – Over $201,775 to $256,225

32% – Over $208,325 to $264,550

35% – Over $256,225 to $640,600

35% – Over $264,550 to $661,375

37% – Over $640,6000

37% – Over $661,375

Standard Deduction

Filing Status

2026

Standard Deduction

Projected 2027

Standard Deduction

Married Filing Jointly/Surviving Spouses

$31,500

$33,200

Heads of Household

$23,625

$24,925 ($24,950)

All Other Taxpayers

$15,7500

$16,600

Alternative Minimum Tax (AMT)

Filing Status

2026

AMT Exemption Amount

Projected 2027

AMT Exemption Amount

Married Filing Jointly/Surviving Spouses

$140,200

$144,700

Unmarried Individuals

(other than Surviving Spouses)

$90,100

$93,000

Married Filing Separately

$70,100

$72,350

Estates and Trusts

$31,400

$32,500

About Bloomberg Tax

Bloomberg Tax delivers a comprehensive suite of solutions designed to help tax and accounting professionals navigate a complex global landscape. By combining practitioner-driven insights with intelligent, AI-powered tools, we provide the expertise you need to ensure compliance, streamline workflows, and drive strategic decision-making. Our integrated solutions simplify intricate calculations and adapt to changing regulations in real time, empowering your organization to mitigate risk, optimize tax strategies, and achieve measurable results with confidence and precision.

Bloomberg Tax is part of Bloomberg Industry Group, an affiliate of Bloomberg L.P., a global leader in business and financial information, data, news, and insights.

For more information, visit bloombergtax.com.

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SOURCE Bloomberg Tax

Technology

o15 Capital Partners Announces Realization of $31 Million Senior Secured Credit Facility to Simplify Compliance

Published

21 minutes ago

September 11, 2026

ATLANTA, Sept. 11, 2026 /PRNewswire/ — o15 Capital Partners (“o15”), through its Emerging America Credit Opportunities (“EACO”) fund and its affiliates, is pleased to announce the successful exit of a $31 million senior secured credit facility provided to Simplify Compliance Holdings, LLC (“Simplify” or the “Company”), a diversified provider of B2B training, events, and subscription information backed by Leeds Equity Partners (“Leeds Equity”). Repayment followed the sale of the Company’s datacenterHawk business unit to S&P Global.

The successful realization reinforces o15’s continued conviction in the lower middle market, where disciplined underwriting, sector expertise, and close sponsor partnerships can drive strong investment outcomes. The facility provided flexible capital to support the Company’s strategic objectives and Leeds Equity’s ongoing value creation initiatives.

“Leeds Equity was an excellent partner throughout this investment, and the outcome speaks to their track record building durable businesses,” said Kenneth Saffold, co-CEO and Managing Partner at o15. “We were glad to underwrite behind the strength of Simplify’s digital-first product suite across compliance, workforce training, and data and information assets.”

“o15 was a thoughtful and responsive partner throughout this investment. Their speed and ability to tailor a solution to the Company’s needs were meaningful factors in our financing relationship,” said Chris Mairs, Managing Director at Leeds Equity.

The exit underscores o15’s differentiated investment approach, combining thoughtful structuring, sector expertise, and a focus on measurable impact. Business services and information platforms remain a core area of focus for o15, given the critical role these businesses play across the lower middle market.

About o15 Capital Partners

Based in Atlanta, o15 Capital Partners is an alternatives investment firm that provides growth capital to undercapitalized lower middle market businesses and communities in the Healthcare, Education and Business Services industries.

To learn more about o15 Capital Partners or discuss a new investment opportunity, please visit and follow us on LinkedIn, or reach out to a member of our investment team.

Disclaimer: The information herein should not be construed as investment advice or a recommendation of any security, investment, or investment strategy. References to this investment are for illustrative purposes only, are not representative of all investments made by o15, and should not be construed as a recommendation of any particular investment or investment strategy. Other investments made by o15 have had, and future investments may have different characteristics and results.

media@o15.com

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SOURCE o15 Capital Partners