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SAMG · Silvercrest Asset Management Group Inc.

Track SAMG — free
$10.67 +0.13 (+1.19%)
Market Cap
$122.03M
Shares
11.85M
Volume · Oct 5 45.09K Avg daily vol (3M) 77.34K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.54 Open$10.52 Day$10.30–10.70 52W close$9.09–15.81 Avg vol 30d96K Short int242K · 2.0% float · 2.8d Short vol55% Last earningsJul 31, 2026 DataJan 2020–Oct 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 25, 2026 Est · unconfirmed · in 3 wks
filed Jul 30, 2026
call held Jul 31, 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)
95.8
Trailing earnings · reciprocal yield 1.0%
FCF yield
7.2%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-15.2%
Year over year · fewer shares
Price change (1Y)
-30.8%
Trailing year
Short interest
2.0%
Latest settlement · 2.8 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
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −15%
below
Price vs 50-day avg +5%
above
RSI (14) 62
neutral
MACD trend Positive
52-week position 22%
mid-range
Volume (OBV) Bearish div.
distributing
Momentum
relative strength
Weak
1-month return +6%
trailing
6-month return −22%
trailing
YTD return −31%
this year
Relative strength −34%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $10 › 200d $12 — 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
2.04% of float · ▲ +28.1% MoM · 2.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
99 holders — near 3-yr high, broad support
Squeeze score 58
elevated · 0–100
Fundamentals
Strong
Revenue growth +14%
Y/Y
EPS growth −44%
Y/Y
Free cash flow $15.0M
Valuation P/E 93.6
rich
Buyback $25.0M
remaining
Balance sheet $53.1M
net cash
Quant / Vol
risk profile
High
Volatility 34%
annualized · 1-yr
Max drawdown −43%
past year
ATR 3.7%
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 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
+5% Bullish
RSI (14)
62 Neutral
MACD trend
Positive Bullish
52-week position
22% Neutral
Volume (OBV)
Bearish div. Bearish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $10 › 200d $12 — 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
2.04% of float · ▲ +28.1% MoM · 2.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
99 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $9 Now $11 · 22% Range high $16
vs 200-day avg -15% vs 50-day avg +5%

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
$122.03M -30.6% +13.8% 93.6 2.0%
BLK
BlackRock, Inc.
$347.03B -1.0% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
$86.77B -29.2% -11.0% — 1.5%
BX
Blackstone Inc.
$85.57B -27.5% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
$81.46B -19.5% — — 0.9%

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
119
View
Short & Settlement
Short Interest Rising
Shares short
242.1K
Days to cover
2.8d
Change
+53.2K sh
View
Short Volume
Short vol %
55%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
379
Value
$3.8K
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
38.8%
Week of
Aug 31, 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
$25.0M
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
Webcasts
Last webcast
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
SAMG +2.3% +5.9% -22.0% -0.2% -30.6%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +2.6% +6.4% -34.2% -1.1% -43.5%

Capital returns

Buyback programs · 2 active · as of Jul 30, 2026
Authorized (total)
$37.00M
Spent (derived)
$12.02M
Remaining
$24.98M
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) 1 filings 1 filers Visit website Investor relations