Silvercrest Asset Management Group (NASDAQ:SAMG) Posts Quarterly Earnings Results, Meets Expectations

Silvercrest Asset Management Group (NASDAQ:SAMG) posted its quarterly earnings data on Friday. The asset manager reported $0.10 EPS for the quarter, meeting the consensus estimate of $0.10, FiscalAI reports. Silvercrest Asset Management Group had a return on equity of 8.49% and a net margin of 0.72%.The firm had revenue of $30.78 million during the quarter, compared to the consensus estimate of $30.90 million.

Here are the key takeaways from Silvercrest Asset Management Group’s conference call:

• Positive Sentiment: Discretionary AUM rose 6.9% sequentially to $24.7 billion, an all-time high, while organic new client flows increased to $111 million from $81 million in Q1.
• Positive Sentiment: Silvercrest received an approximately $350 million contribution to its Global Value strategy, bringing assets in the strategy to $2.5 billion; management also cited a potential institutional pipeline in the multiple billions of dollars.
• Positive Sentiment: The firm expects startup costs tied to its Australian, European and Irish distribution infrastructure to decline meaningfully as licensing is completed and the new vehicles begin generating revenue.
• Negative Sentiment: Revenue was essentially flat year over year at $30.8 million, while expenses increased 12% to $29.9 million, resulting in just $0.5 million of consolidated net income and $3.4 million of adjusted EBITDA.
• Negative Sentiment: Net client outflows included seasonal tax-related withdrawals and institutional redemptions, particularly from value strategies with relative performance challenges; management also plans to change AUM reporting next quarter, creating a one-time reduction in reported non-discretionary and total AUM without affecting revenue.

Silvercrest Asset Management Group Stock Performance

Shares of Silvercrest Asset Management Group stock opened at $10.28 on Friday. Silvercrest Asset Management Group has a one year low of $9.57 and a one year high of $16.99. The company has a market cap of $121.82 million, a price-to-earnings ratio of 93.46 and a beta of 0.66. The business’s 50 day moving average price is $10.63 and its 200 day moving average price is $12.89.

Silvercrest Asset Management Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, September 11th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 8.2%. The ex-dividend date of this dividend is Friday, September 11th. Silvercrest Asset Management Group’s dividend payout ratio (DPR) is currently 280.00%.

Key Headlines Impacting Silvercrest Asset Management Group

Here are the key news stories impacting Silvercrest Asset Management Group this week:

• Positive Sentiment: Silvercrest declared a quarterly dividend of $0.21 per share, payable September 18 to shareholders of record September 11. The payment implies an annualized dividend of approximately $0.84 per share and an indicated yield of about 8.3%, which may appeal to income-focused investors. The ex-dividend date is September 11. Silvercrest dividend announcement
• Positive Sentiment: Zacks Research upgraded SAMG from “strong sell” to “hold.” While not a bullish recommendation, the change reduces an important source of selling pressure and suggests the firm’s near-term risk-reward profile has improved. Zacks rating upgrade report
• Neutral Sentiment: Management discussed second-quarter performance and business conditions during the company’s earnings call. The available transcript listing does not provide additional details in the supplied report, so investors will likely focus on commentary regarding assets under management, client flows, margins and the outlook. Silvercrest Q2 2026 earnings call transcript
• Negative Sentiment: Silvercrest reported second-quarter EPS of $0.10 and revenue of $30.78 million. Revenue was slightly below the $30.90 million consensus, while Zacks said EPS missed its $0.13 estimate and fell from $0.25 a year earlier. The earnings decline raises concerns about profitability, despite another source reporting that EPS matched its $0.10 consensus estimate. Silvercrest Q2 2026 results

Institutional Trading of Silvercrest Asset Management Group

Several large investors have recently added to or reduced their stakes in SAMG. Marshall Wace LLP purchased a new position in Silvercrest Asset Management Group in the second quarter worth approximately $1,014,000. Arrowstreet Capital Limited Partnership purchased a new stake in Silvercrest Asset Management Group in the second quarter valued at $316,000. Boston Partners lifted its stake in shares of Silvercrest Asset Management Group by 9.3% in the 4th quarter. Boston Partners now owns 232,310 shares of the asset manager’s stock valued at $3,529,000 after purchasing an additional 19,753 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of Silvercrest Asset Management Group by 24.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 99,056 shares of the asset manager’s stock valued at $1,505,000 after purchasing an additional 19,186 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new position in shares of Silvercrest Asset Management Group in the 2nd quarter valued at $247,000. 47.59% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Zacks Research raised shares of Silvercrest Asset Management Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Weiss Ratings cut shares of Silvercrest Asset Management Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, May 27th. Finally, Wall Street Zen raised shares of Silvercrest Asset Management Group from a “sell” rating to a “hold” rating in a research note on Saturday. One equities research analyst has rated the stock with a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Silvercrest Asset Management Group has an average rating of “Reduce”.

Silvercrest Asset Management Group Company Profile

Silvercrest Asset Management Group Inc, headquartered in New York City, is an independent registered investment adviser that specializes in delivering customized wealth and asset management solutions for high-net-worth individuals, family offices and institutional clients. Founded in 2002 by senior professionals from leading financial institutions, Silvercrest has built its reputation on a disciplined, research-driven investment process and a commitment to personalized client service.

The firm’s core offerings include discretionary and non-discretionary portfolio management across equities, fixed income, hedge funds and alternative investments.