Lazard Global Total Return and Income Fund Inc

Lazard Global Total Return and Income Fund Inc

LGI

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Market Cap$238.79M
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Lazard Global Total Return and Income Fund IncLazard Global Total Return and Income Fund Inc7.29.74%20%6.10.1
$9.29

Current Fair Value

49.4% downside

Overvalued by 49.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$238.79 Million
Enterprise Value$261.33 Million
Dividend Yield$1.79 (9.74%)
Earnings per Share$2.57
Beta1.1
Outstanding Shares13,012,942

Return

Return on Equity20.33%ROE
Return on Assets18.30%
Return on Invested Capital13.71%

Valuation & Multiples

P/E Ratio7.15P/E Ratio
PEG0.92PEG
Price to Sales6.12Price to Sales
Price to Book Ratio1.02Price to Book Ratio
Enterprise Value to Revenue6.58
Enterprise Value to EBIT7.17
Enterprise Value to Net Income5
Total Debt to Enterprise0.09
Debt to Equity0.1Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
December 30, 2025
EPS Estimate
-
Average shareholder expectation
Revenue Estimate
-
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %15.65% 0.44%
Total Invested$32.78M 5.10%
Investors Holding46 7.00%

ESG Score

No data

About Lazard Global Total Return and Income Fund Inc

Relevant Senate Committees

Joint Committee on Taxation

This committee provides official 'revenue estimates' (scoring) for all tax bills and assists tax-writing committees. Its analyses and expertise directly influence corporate tax structures, capital investment credits, and the overall tax burden on financial markets. Members would have access to critical, non-public details on the fiscal impact of proposed tax policies, directly affecting corporate and market valuations relevant to LGI's portfolio.

Finance

As the most powerful economic committee controlling taxation, trade, and entitlement spending, this committee directly drives corporate valuations through tax policy and impacts broad economic sectors. Its decisions profoundly affect corporate profitability, consumer spending, and the overall economic landscape, which are fundamental to a 'Total Return and Income Fund's' performance and investment strategy. Members would possess highly material non-public information on impending fiscal changes.

Agriculture, Nutrition, and Forestry

This committee oversees the CFTC, which regulates the derivatives/futures market – a critical component of financial markets for hedging, speculation, and income generation within a 'Total Return and Income Fund.' Its role in defining cryptocurrencies as digital commodities is also highly impactful for financial innovation and investment opportunities, providing direct material information for the financial services industry.

Banking, Housing, and Urban Affairs

This committee is the primary regulator for the entire financial system, including the Fed and SEC, which directly oversee investment funds and asset managers like Lazard. Its decisions on bank capital requirements, cryptocurrency regulation, and overall financial market stability would provide highly material, non-public information directly impacting LGI's regulatory environment, operational costs, and investment opportunities.

Select Committee on Intelligence

Members receive classified briefings on global threats, which can create significant informational asymmetry. This non-public material information can directly impact global markets, geopolitical risks, and specific sectors (e.g., defense, cybersecurity, commodities) that a global investment fund like LGI would invest in, influencing portfolio strategy and valuations.

Foreign Relations

As a 'Global Total Return and Income Fund,' LGI's portfolio is directly impacted by U.S. foreign policy, sanctions, and international relations. Committee members would possess non-public material information regarding geopolitical shifts, trade disputes, and sanctions that directly influence global market conditions, sovereign risk, and the valuation of international assets within the fund's holdings.