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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›SAMG

SAMG

Silvercrest Asset Management Group Inc.

Next earnings Jul 29, 2026 · consensus $0.11 EPS, $30.9M rev

Last earnings -0.5% on 2026-05-11

Hold
$11.61
▲ +12.50%
$11.61▼ -19.44%
over 1Y
L $10.22EODHDH $15.99
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+12.5%
1W+12.7%
1M+4.8%
3M-11.3%
YTD-22.0%
1Y-19.4%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Hold
Quality
C
Valuation
Overvalued
Filings
Clean
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 8 analysts
Buy

Mixed signals in the latest filings.

Revenue (FY2025) $125M · FY2025

The read

Middling fundamentals and a rich price (~61% above fair value) leave little margin of safety — a wait-and-see.

Silvercrest Asset Management Group Inc. shows $125M in FY2025 revenue (+1.3% YoY), a 3.9% net margin, and 9.7% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$132M$123M$117M$124M$125M
Gross profit—————
Operating income$30.5M$38.6M$18.8M$17.6M$9.32M
Net income$14.7M$18.8M$9.09M$9.54M$4.88M
Diluted EPS$1.52$1.92$0.96$1.00$0.56
Net margin11.2%15.3%7.7%7.7%3.9%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)14.4%
Free cash flow$15.0M
Total debt$722K
Net cash$43.3M
Piotroski F-Score5/6

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Routine disclosure cadence — no material red flags in recent filings.
  1. 8-K Material agreement2026-06-18
  2. 8-K Shareholder vote2026-06-03
  3. 8-K Earnings results2026-05-11
  4. 10-Q Quarterly report2026-05-11
  5. 8-K Other event2026-05-05
  6. DEF 14A Proxy statement2026-04-30
  7. 8-K Earnings results2026-03-16
  8. 8-K Other event2026-03-16
  9. 10-K Annual report2026-03-16

Recent filings

all on EDGAR ↗
8-KPeriod ending 2026-06-182026-06-18open ↗8-KPeriod ending 2026-06-032026-06-03open ↗10-QPeriod ending 2026-03-312026-05-11open ↗8-KPeriod ending 2026-05-112026-05-11open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗8-KPeriod ending 2026-05-052026-05-05open ↗ARSPeriod ending 2025-12-312026-04-30open ↗DEF 14APeriod ending 2026-06-032026-04-30open ↗SCHEDULE 13G/AFiling2026-03-27open ↗10-KPeriod ending 2025-12-312026-03-16open ↗

Quality score

C
ValueGrowthProfitHealthMom.
ValueB-
GrowthF
ProfitabilityC
Financial healthA-
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✓P/E below 25

Fair value est.

$4.52

Overvalued -61% vs price

cheapfair valueexpensive

Modified Graham: EPS $0.56 × (8.5 + 1.5 × 0.0% growth) × 0.95 quality = 8.1× multiple. An estimate, not a price target.

Revenue
$125M
+1.3% YoY
Net margin
3.9%
ROE
9.7%
P/E
20.7

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$125M+1.3%
Net income$4.88M-48.8%
Operating income$9.32M-47.1%
Diluted EPS$0.56-44.0%
Cash & equivalents$44.1M-35.8%
Total assets$167M-14.3%
Total liabilities$81.7M+9.3%
Stockholders' equity$50.3M-37.7%
Op.: 7.4%L/E: 1.63x

Frequently asked

Is Silvercrest Asset Management Group Inc. (SAMG) a buy?
SAMG currently carries a Hold rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is SAMG's fair value?
A Modified-Graham model based on SAMG's SEC fundamentals estimates a fair value of about $4.52. It is an estimate from reported earnings, not a price target.
Is SAMG overvalued or undervalued?
Against a Modified-Graham fair-value estimate, SAMG currently appears overvalued relative to its SEC-grounded earnings power.
What is Silvercrest Asset Management Group Inc.'s quality score?
SAMG scores 59.8235294117647/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001549966, latest 10-Q filed 2026-05-11) · EODHD · as of 6/28/2026, 12:47:52 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-05-06
Burns Richard Jonathan
Director
Award4.32K
2026-05-06
Romfo Darla
Director
Award4.32K
2026-05-06
Dunn Brian D
Director
Award10.4K
2025-12-03
GERARD SCOTT A
Chief Financial Officer
Award10.9K
2025-12-01
Gray John Allen
Managing Director
Buy1.28K @ $13.85$17.8K
2025-11-28
Gray John Allen
Managing Director
Buy5.50K @ $13.83$76.1K
2025-11-26
Gray John Allen
Managing Director
Buy15.0K @ $13.66$205K
2025-05-05
Dunn Brian D
Director
Award7.57K
2025-05-05
Burns Richard Jonathan
Director
Award3.15K

Dividends

Quarterly
Yield (TTM)
7.2%
Annual / share
$0.84
Last ex-date
2026-06-12
Last amount
$0.21
ex 2026-06-12paid 2026-06-19$0.21
ex 2026-03-13paid 2026-03-20$0.21
ex 2025-12-12paid 2025-12-19$0.21
ex 2025-09-12paid 2025-09-19$0.21
ex 2025-06-13paid 2025-06-20$0.20
ex 2025-03-14paid 2025-03-21$0.20

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-11Miss -36.4% est▼ -0.52%8-K ↗
2026-03-16Miss -19.8% est▼ -0.56%8-K ↗
2025-10-31Miss -33.5% est▼ -1.39%8-K ↗
2025-07-31Miss -18.3% est▲ +0.18%8-K ↗
2025-05-08—▲ +2.08%8-K ↗
2025-03-06—▼ -0.06%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Silvercrest Asset Management's Global Value Opportunity Fund Receives a 'Recommended' Rating from LonsecBullish
globenewswire.com· 2026-06-24
Silvercrest Asset Management Group Enters Oversold TerritoryBullish
nasdaq.com· 2026-06-22
Silvercrest Asset Management Group Q1 Earnings Call HighlightsBullish
finance.yahoo.com· 2026-05-12
Silvercrest (SAMG) Q1 2026 Earnings TranscriptBullish
finance.yahoo.com· 2026-05-12
Silvercrest expects Dublin office to open later in 2026 as compensation ratio stays elevatedBullish
seekingalpha.com· 2026-05-12
Silvercrest Asset Management Non-GAAP EPS of $0.12, revenue of $31.4MBullish
seekingalpha.com· 2026-05-11

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score60 vs 67
Revenue growth1.3% vs 7.1%
Net margin3.9% vs 10.5%
Return on equity9.7% vs 12.3%
P/E20.7 vs 25.5

News sentiment

EODHD · 7d
Bullish
+0.17
vs typical · 9 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.