Silvercrest Asset Management Group (NASDAQ:SAMG) Major Shareholder Equinox Partners Investment Ma Purchases 10,368 Shares of Company Stock

Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) major shareholder Equinox Partners Investment Ma acquired 10,368 shares of the business’s stock in a transaction dated Tuesday, October 20th. The shares were purchased at an average price of $10.24 per share, with a total value of $106,168.32. Following the transaction, the insider owned 815,733 shares of the company’s stock, valued at approximately $8,353,105.92. This represents a 1.29% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Large shareholders that own at least 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

Equinox Partners Investment Ma also recently made the following trade(s):

• On Thursday, October 22nd, Equinox Partners Investment Ma acquired 3,322 shares of Silvercrest Asset Management Group stock. The stock was purchased at an average cost of $10.42 per share, for a total transaction of $34,615.24.
• On Wednesday, October 21st, Equinox Partners Investment Ma purchased 14,744 shares of Silvercrest Asset Management Group stock. The shares were acquired at an average cost of $10.33 per share, for a total transaction of $152,305.52.
• On Thursday, October 15th, Equinox Partners Investment Ma bought 5,692 shares of Silvercrest Asset Management Group stock. The shares were acquired at an average price of $10.47 per share, for a total transaction of $59,595.24.

Silvercrest Asset Management Group Price Performance

Shares of SAMG stock opened at $10.12 on Friday. The company has a market cap of $119.90 million, a PE ratio of 92.01 and a beta of 0.64. The stock’s 50 day simple moving average is $10.13 and its two-hundred day simple moving average is $10.96. Silvercrest Asset Management Group Inc. has a 1 year low of $9.09 and a 1 year high of $16.16.

Silvercrest Asset Management Group (NASDAQ:SAMG) last posted its quarterly earnings data on Friday, July 31st. The asset manager reported $0.10 EPS for the quarter, hitting the consensus estimate of $0.10. Silvercrest Asset Management Group had a net margin of 0.72% and a return on equity of 8.71%. The company had revenue of $30.78 million during the quarter, compared to analyst estimates of $30.90 million. Equities research analysts expect that Silvercrest Asset Management Group Inc. will post 0.47 EPS for the current year.

Silvercrest Asset Management Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Friday, September 11th were given a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 8.3%. The ex-dividend date of this dividend was Friday, September 11th. Silvercrest Asset Management Group’s dividend payout ratio is 763.64%.

Institutional Investors Weigh In On Silvercrest Asset Management Group

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Ancora Advisors LLC acquired a new stake in shares of Silvercrest Asset Management Group during the 2nd quarter worth approximately $28,000. Diamond Hill Capital Management LLC Investment Advisor acquired a new stake in shares of Silvercrest Asset Management Group during the second quarter worth about $3,655,000. Punch & Associates Investment Management Inc. acquired a new stake in Silvercrest Asset Management Group during the 1st quarter worth approximately $3,293,000. Renaissance Technologies LLC boosted its holdings in Silvercrest Asset Management Group by 3.0% in the first quarter. Renaissance Technologies LLC now owns 161,737 shares of the asset manager’s stock valued at $2,174,000 after purchasing an additional 4,700 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Silvercrest Asset Management Group by 12.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 29,572 shares of the asset manager’s stock valued at $397,000 after buying an additional 3,191 shares during the period. 47.59% of the stock is currently owned by institutional investors and hedge funds.

More Silvercrest Asset Management Group News

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

• Positive Sentiment: Major shareholder Equinox Partners Investment Management purchased shares in four transactions dated October 15, 20, 21, and 22. The purchases totaled 34,126 shares and approximately $352,684, increasing its reported holdings to 833,799 shares. Repeated buying by a large shareholder may signal confidence in SAMG’s valuation and long-term prospects. SEC insider ownership filing
• Neutral Sentiment: Silvercrest will release third-quarter 2026 results before the U.S. market opens on October 30 and hold an investor conference call at 8:30 a.m. Eastern Time. The announcement itself provides no financial results, outlook, or guidance, so the market’s next major catalyst will be the earnings release and management’s commentary on assets under management, revenue, and profitability. Silvercrest third-quarter 2026 results announcement

Analyst Upgrades and Downgrades

SAMG has been the subject of several research reports. Wall Street Zen upgraded Silvercrest Asset Management Group from a “sell” rating to a “hold” rating in a report on Saturday, August 1st. Weiss Ratings cut Silvercrest Asset Management Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, August 20th. Finally, Zacks Research raised shares of Silvercrest Asset Management Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. One investment analyst has rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Silvercrest Asset Management Group currently has an average rating of “Reduce”.

About Silvercrest Asset Management Group

Silvercrest Asset Management Group, Inc is a wealth management and investment advisory firm serving high-net-worth individuals, families, family offices, foundations, endowments and other institutional clients. The company provides customized portfolio management and broader wealth planning services designed to address clients’ investment, tax, estate and philanthropic objectives.

Silvercrest offers investment strategies across publicly traded equities, fixed income and alternative investments.