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Silvercrest Asset Management (SAMG)
NASDAQ:SAMG
US Market
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SilverCrest Asset Management (SAMG) Price & Analysis

204 Followers

SAMG Stock Chart & Stats

$9.95
-$0.19(-1.87%)
At close: 4:00 PM EDT
$9.95
-$0.19(-1.87%)

Bulls Say, Bears Say

Bulls Say
Discretionary AUM GrowthA rising and record discretionary AUM base strengthens the firm's core fee revenue stream over the medium term. Higher discretionary assets are more stable and fee-generative, improving predictability of recurring revenue and enabling cross-sell and scale benefits that support durable top-line resilience even during billing timing variability.
Institutional Momentum & ScaleGrowing institutional mandates and large seed contributions build a stickier, higher‑runrate revenue mix and improve distribution reach. Institutional scale supports larger, longer-duration mandates (OCIO, separate accounts), which tend to have lower churn and increase the firm's ability to win multi‑billion pipelines and boost sustainable fee income over 2–6 months.
Strong Cash GenerationConsistent positive operating and free cash flow provides a durable internal funding source for expansion, debt service, and dividends. Cash generation exceeding accounting earnings offers flexibility to invest in regulatory/distribution build‑out while managing leverage, reducing reliance on external financing during the multi‑quarter growth phase.
Bears Say
Profitability CompressionSharp margin deterioration materially weakens returns on equity and the firm's ability to convert AUM growth into proportionate earnings. If margins do not re-normalize as expected, limited profitability will constrain reinvestment capacity, dividend sustainability and long-term shareholder returns despite rising AUM.
Elevated Compensation & Rising ExpensesA very high compensation ratio and rising G&A limit operating leverage from AUM expansion. As pay and professional fees consume most revenue gains, restoring operating margins depends on either outsized AUM growth or sustained cost discipline; persistent elevated expense ratios create structural uncertainty for medium‑term profitability.
Liquidity & Leverage TrendA meaningful drop in cash and rising borrowings tightens financial flexibility while debt-to-equity has trended up. Reduced liquidity raises refinancing and operational risk during an investment phase; if cash generation or margin recovery lags, the firm could face constraints funding global distribution and regulatory rollouts.

SilverCrest Asset Management News

SAMG FAQ

What was Silvercrest Asset Management’s price range in the past 12 months?
Silvercrest Asset Management lowest stock price was $9.57 and its highest was $16.88 in the past 12 months.
    What is Silvercrest Asset Management’s market cap?
    Silvercrest Asset Management’s market cap is $120.49M.
      When is Silvercrest Asset Management’s upcoming earnings report date?
      Silvercrest Asset Management’s upcoming earnings report date is Oct 29, 2026 which is in 75 days.
        How were Silvercrest Asset Management’s earnings last quarter?
        Silvercrest Asset Management released its earnings results on Jul 30, 2026. The company reported $0.1 earnings per share for the quarter, missing the consensus estimate of $0.105 by -$0.005.
          Is Silvercrest Asset Management overvalued?
          According to Wall Street analysts Silvercrest Asset Management’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Silvercrest Asset Management pay dividends?
            Silvercrest Asset Management pays a Quarterly dividend of $0.21 which represents an annual dividend yield of 8.25%. See more information on Silvercrest Asset Management dividends here
              What is Silvercrest Asset Management’s EPS estimate?
              Silvercrest Asset Management’s EPS estimate is 0.11.
                How many shares outstanding does Silvercrest Asset Management have?
                Silvercrest Asset Management has 7,821,782 shares outstanding.
                  What happened to Silvercrest Asset Management’s price movement after its last earnings report?
                  Silvercrest Asset Management reported an EPS of $0.1 in its last earnings report, missing expectations of $0.105. Following the earnings report the stock price went up 3.838%.
                    Which hedge fund is a major shareholder of Silvercrest Asset Management?
                    Currently, no hedge funds are holding shares in SAMG
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      SilverCrest Asset Management Stock Smart Score

                      Company Description

                      Silvercrest Asset Management

                      Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.

                      SilverCrest Asset Management (SAMG) Earnings & Revenues

                      SAMG Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call highlighted clear strategic progress: discretionary AUM growth (6.9% QoQ), institutional momentum (institutional AUM +12.6% sequential and a AUD 500M contribution to Global Value), stronger organic flows, and concrete steps in global regulatory and distribution build-out (Australian trust, near-complete UCITS, MiFID license expected). However, near-term financials show rising expenses (+12% YoY in Q2), an elevated compensation ratio (66.6% of revenue), limited reported net income ($0.2M to Class A), and a material decline in cash balances. Management frames the weaknesses as temporary and related to an investment phase and timing of billing, but uncertainty remains on the pace at which operating costs will normalize. Overall, the positives around AUM growth, institutional traction, and strategic build-out are balanced by meaningful cost and profitability headwinds.View all SAMG earnings summaries
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                      Ownership Overview

                      12.12%23.97%20.12%33.00%
                      12.12% Insiders
                      20.12% Other Institutional Investors
                      33.00% Public Companies and
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