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SAMG

Silvercrest Asset Management Group Inc.

SAMG

NASDAQ·Financial Services·Asset Management·Mkt cap $76.7M

$9.98

-1.87%

P/E

95.05

Mkt Cap

$76.7M

52-Wk Range

$9.57–$16.56

52-Week Range

$9.57 - $16.56

P/E

95.05

Fwd P/E

22.18

Beta

0.67

Div Yield

8.42%

Avg Vol

54.3K

Shares Out

8.1M

Mkt Cap

$76.7M

Price action

Price chart

Down 37.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Specialized expertise in ultra-high net worth client segment with complex financial needs
  • Integrated family office capabilities providing comprehensive wealth solutions
  • Strong institutional relationships and track record managing endowments and foundations
  • Sophisticated alternative investment platform and funds of funds expertise
  • Personalized service model combining boutique attention with institutional resources

Bear Case

2 risks

  • Low volatility (beta 0.7).
  • High premium - requires strong execution

Growth

Stable outlook

Rising wealth concentration among ultra-high net worth individuals increasing demand for specialized advisory

Value

High premium - requires strong execution

Momentum

Weak

-10.1% over 3m

Quality

Strong

Mixed fundamentals

Dividend

High yield

8.42% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 31, 2026

Reported EPS of $0.10 vs $0.11 consensus (-4.8% surprise). Revenue of $30.8M vs $30.9M expected (-0.4%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-4.8%

Revenue trend · last 8Q

+12%

+4%

-1%

+3%

+0%

+0%

+0%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$30.4M

$31.9M

$31.4M

$30.7M

$31.3M

$32.0M

$31.4M

$30.8M

Margins · last 8Q

Gross

-31.6%

Operating

3.1%

Profit

1.5%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How SAMG stacks vs Asset Management

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.