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SAMG · Silvercrest Asset Management Group Inc.

Track SAMG — free
$9.95 -0.05 (-0.50%) At close · Sep 11
Market Cap
$117.89M
Shares
11.85M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$9.95 Open$9.91 Day$9.69–10.14 52W close$9.76–16.49 Avg vol 30d68K Short int189K · 1.6% float · 3.2d Short vol54% Last earningsJul 31, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 25, 2026 Est · unconfirmed · in 6 wks
filed Jul 30, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$125.44M
Trailing 12 months
Net income (TTM)
$905,000
Trailing 12 months
Revenue growth YoY
+0.4%
Year over year
Operating margin
2.1%
Trailing 12 months
P / E (TTM)
90.9
Trailing earnings · reciprocal yield 1.1%
FCF yield
7.5%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
8.4%
Trailing 12 months
Shares change YoY
-15.2%
Year over year · fewer shares
Price change (1Y)
-37.1%
Trailing year
Short interest
1.6%
Latest settlement · 3.2 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 31, 2026
Q2 FY26

TL;DR. Silvercrest's Q2 2026 discretionary AUM hit an all-time high of $24.7 billion, up 6.9% sequentially on market appreciation and a new AUS$500 million institutional win, but earnings fell sharply with adjusted EBITDA margin compressing to 11.2% as expenses rose 12% on global build-out costs.

Bullish
  • + Received AUS$500 million (~$351 million) contribution to Global Value strategy
  • + Institutional pipeline robust, with institutional AUM up to $9.8 billion from $8.7 billion
  • + Organic new client account flows increased to $111 million from $81 million
  • + Global infrastructure build-out nearing completion, with costs expected to decline meaningfully
Bearish
  • Net income attributable to Silvercrest fell to $0.2 million from $1.9 million year-over-year
  • Adjusted EBITDA margin compressed to 11.2% from 18.7% year-over-year
  • Total expenses rose 12.0% year-over-year, well above the 0.4% revenue increase
  • Compensation ratio elevated at 66.6% of revenue, expected to remain so

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −22%
below
Price vs 50-day avg −2%
below
RSI (14) 45
neutral
MACD trend Positive
52-week position 3%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −25%
trailing
YTD return −35%
this year
Relative strength −43%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $10 › 200d $13 — 200d above 50d
Institutional flow Accumulating
+5% holders QoQ · +14 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.59% of float · ▲ +36.0% MoM · 3.2 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
99 holders — near 3-yr high, broad support
Squeeze score 56
elevated · 0–100
Fundamentals
Strong
Revenue growth +14%
Y/Y
EPS growth −44%
Y/Y
Free cash flow $15.0M
Valuation P/E 90.5
rich
Buyback $9.0M
remaining
Balance sheet $53.1M
net cash
Quant / Vol
risk profile
High
Volatility 34%
annualized · 1-yr
Max drawdown −41%
past year
ATR 3.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−22% Bearish
Price vs 50-day avg
−2% Neutral
RSI (14)
45 Neutral
MACD trend
Positive Bullish
52-week position
3% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $10 › 200d $13 — 200d above 50d
Institutional flow Accumulating
+5% holders QoQ · +14 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.59% of float · ▲ +36.0% MoM · 3.2 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
99 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $10 Now $10 · 3% Range high $16
vs 200-day avg -22% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SAMG
Silvercrest Asset Management Group Inc.
this stock
$117.89M -34.5% +13.8% 90.5 1.6%
BLK
BlackRock, Inc.
$350.83B +0.9% +16.2% 25.9 0.6%
BX
Blackstone Inc.
$96.46B -16.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
$90.73B -20.7% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$85.32B -16.7% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
99
% held
39.3%
Net QoQ
+109.8K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
122
View
Short & Settlement
Short Interest Rising
Shares short
188.9K
Days to cover
3.2d
Change
+50.0K sh
View
Short Volume
Short vol %
54%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
8
Value
$80
As of
Aug 13, 2026
View
Off-Exchange
Off-exchange %
28.3%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$125.3M
Net income (FY)
$4.9M
EPS diluted
$0.56
View
Buybacks
Authorized · 2 programs
$37.0M
Remaining
$9.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 30, 2026
This year
13
View
Exempt Offerings
Offering
$475.0K
Filed
Jan 15, 2021
View
Earnings & Events
Earnings Calls
Last call
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
SAMG +0.0% -2.2% -25.5% -0.9% -34.5%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY +1.2% -0.4% -43.3% -0.5% -46.6%

Capital returns

Latest dividend
$0.21 / share · ex Sep 11, 2026
Raised 5%
Paid (TTM)
$0.84 / share · 4 payouts
Dividend yield (TTM, derived)
8.44%
Buyback programs · 2 active · as of Sep 30, 2025
Authorized (total)
$37.00M
Spent (derived)
$28.00M
Remaining
$9.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1549966 CUSIP 828359109 13F (30d) 44 filings 44 filers Visit website Investor relations