Silvercrest Asset Management Group (SAMG) Financials: Revenue & Earnings
SAMG$10.35+0.10 +0.95%
$80.94M
Market Cap
91.68
P/E
23.00
Forward P/E
—
Score
Silvercrest Asset Management Group (SAMG) Financials: Revenue & Earnings
SAMG price $10.35 +0.10 +0.95%
- Ticker
- SAMG
- Price
- $10.35
- Change
- +0.10 +0.95%
- Market cap ?
- $80.94M
- P/E ?
- 91.68
- Forward P/E ?
- 23.00
- Dividend yield ?
- 8.20%
- Beta ?
- 0.66
- Sector
- Financial Services
- Industry
- Asset Management
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 80262000 | 91358000 | 98673000 | 102152000 | 107983000 | 131603000 | 123217000 | 117410000 | 123651000 | 125319000 |
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…
Fair value
SAMG fair value $25.47. Price $10.35. Price is 59% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 64% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Average free cash flow, last three years 17.32M. Growth 1.65%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 7.82M. Net debt -20.09M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 0.12 | — | 31.85M |
| 2026-07-31 | 0.10 | 0.10 | 30.78M | 30.90M |
| 2026-05-11 | 0.12 | 0.21 | 31.41M | 31.85M |
| 2026-03-16 | 0.18 | 0.21 | 31.96M | 32.03M |
| 2025-10-30 | 0.19 | 0.29 | 31.30M | 32.15M |
| 2025-08-01 | 0.30 | 0.30 | 30.68M | 31.56M |
| 2025-05-08 | 0.27 | 0.36 | 31.39M | 33.21M |
| 2025-03-06 | 0.20 | 0.33 | 31.96M | 32.11M |
| 2024-10-31 | 0.26 | 0.33 | 30.42M | 31.97M |
| 2024-08-01 | 0.30 | 0.37 | 31.02M | 30.90M |
| 2024-05-02 | 0.33 | 0.40 | 30.31M | 30.11M |
| 2024-03-07 | 0.07 | 0.36 | 28.58M | 30.80M |
| 2023-11-02 | 0.36 | 0.38 | 29.70M | 28.89M |
| 2023-07-27 | 0.34 | 0.38 | 29.73M | 31.71M |
| 2023-05-04 | 0.35 | 0.38 | 29.43M | 29.65M |
| 2023-03-02 | 0.15 | 0.29 | 28.49M | 28.04M |
| 2022-11-03 | 0.34 | 0.31 | 29.04M | 29.10M |
| 2022-07-28 | 0.39 | 0.41 | 32.17M | 32.22M |
| 2022-05-05 | 0.45 | 0.48 | 33.51M | 34.94M |
| 2022-03-02 | 0.58 | 0.37 | 33.80M | 34.35M |
| 2021-11-04 | 0.44 | 0.45 | 33.46M | 35.62M |
| 2021-07-29 | 0.45 | 0.43 | 33.10M | 33.21M |
| 2021-05-06 | 0.42 | 0.40 | 31.24M | 27.96M |
| 2021-03-04 | 0.31 | 0.36 | 28.41M | — |
| 2020-11-05 | 0.35 | 0.33 | 27.18M | 24.85M |
| 2020-08-03 | 0.27 | 0.23 | 24.02M | 22.24M |
| 2020-04-30 | 0.36 | 0.37 | 28.36M | 29.15M |
| 2020-03-05 | 0.31 | — | 27.84M | — |
| 2019-10-31 | 0.38 | 0.32 | 27.84M | 23.45M |
| 2019-08-01 | 0.27 | 0.27 | 23.90M | 23.90M |
| 2019-05-02 | 0.24 | — | 22.57M | — |
| 2019-03-07 | 0.39 | — | 24.83M | — |
| 2018-11-01 | 0.31 | — | 24.93M | — |
| 2018-08-01 | 0.31 | 0.31 | 24.58M | 24.58M |
| 2018-05-03 | 0.30 | 0.28 | 24.33M | 22.71M |
| 2018-03-09 | 0.26 | 0.23 | 24.47M | 21.65M |
| 2017-11-01 | 0.24 | 0.24 | 22.84M | 22.85M |
| 2017-08-03 | 0.23 | 0.22 | 22.09M | 21.13M |
| 2017-05-04 | 0.22 | 0.21 | 21.95M | 20.95M |
| 2017-03-09 | 0.19 | 0.19 | 21.19M | 21.19M |
Dividends
Yield 8.12%. Payout ratio 7.30%. Frequency Quarterly.
Safety score 83/100 · Safe. Payout ratio is 7% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 14 separate years. Yield is 8.1%, high enough that the payout may be hard to keep.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-11 | $0.21 | 2026-09-11 | 2026-09-18 | Quarterly |
| 2026-06-12 | $0.21 | 2026-06-12 | 2026-06-19 | Quarterly |
| 2026-03-13 | $0.21 | 2026-03-13 | 2026-03-20 | Quarterly |
| 2025-12-12 | $0.21 | 2025-12-12 | 2025-12-19 | Quarterly |
| 2025-09-12 | $0.21 | 2025-09-12 | 2025-09-19 | Quarterly |
| 2025-06-13 | $0.20 | 2025-06-13 | 2025-06-20 | Quarterly |
| 2025-03-14 | $0.20 | 2025-03-14 | 2025-03-21 | Quarterly |
| 2024-12-13 | $0.20 | 2024-12-13 | 2024-12-20 | Quarterly |
| 2024-09-13 | $0.20 | 2024-09-13 | 2024-09-20 | Quarterly |
| 2024-06-14 | $0.19 | 2024-06-14 | 2024-06-21 | Quarterly |
| 2024-03-07 | $0.19 | 2024-03-08 | 2024-03-15 | Quarterly |
| 2023-12-07 | $0.19 | 2023-12-08 | 2023-12-15 | Quarterly |
| 2023-09-07 | $0.19 | 2023-09-08 | 2023-09-15 | Quarterly |
| 2023-06-08 | $0.18 | 2023-06-09 | 2023-06-16 | Quarterly |
| 2023-03-09 | $0.18 | 2023-03-10 | 2023-03-17 | Quarterly |
| 2022-12-08 | $0.18 | 2022-12-09 | 2022-12-16 | Quarterly |
| 2022-09-15 | $0.18 | 2022-09-16 | 2022-09-23 | Quarterly |
| 2022-06-09 | $0.17 | 2022-06-10 | 2022-06-17 | Quarterly |
| 2022-03-10 | $0.17 | 2022-03-11 | 2022-03-18 | Quarterly |
| 2021-12-09 | $0.17 | 2021-12-10 | 2021-12-17 | Quarterly |
| 2021-09-09 | $0.17 | 2021-09-10 | 2021-09-17 | Quarterly |
| 2021-06-10 | $0.16 | 2021-06-11 | 2021-06-18 | Quarterly |
| 2021-03-11 | $0.16 | 2021-03-12 | 2021-03-19 | Quarterly |
| 2020-12-10 | $0.16 | 2020-12-11 | 2020-12-18 | Quarterly |
| 2020-09-10 | $0.16 | 2020-09-11 | 2020-09-18 | Quarterly |
| 2020-06-11 | $0.16 | 2020-06-12 | 2020-06-19 | Quarterly |
| 2020-03-12 | $0.16 | 2020-03-13 | 2020-03-20 | Quarterly |
| 2019-12-12 | $0.15 | 2019-12-13 | 2019-12-20 | Quarterly |
| 2019-09-12 | $0.15 | 2019-09-13 | 2019-09-20 | Quarterly |
| 2019-06-13 | $0.15 | 2019-06-14 | 2019-06-21 | Quarterly |
| 2019-03-07 | $0.15 | 2019-03-08 | 2019-03-15 | Quarterly |
| 2018-12-13 | $0.14 | 2018-12-14 | 2018-12-21 | Quarterly |
| 2018-09-13 | $0.14 | 2018-09-14 | 2018-09-21 | Quarterly |
| 2018-06-14 | $0.14 | 2018-06-15 | 2018-06-22 | Quarterly |
| 2018-03-08 | $0.14 | 2018-03-09 | 2018-03-16 | Quarterly |
| 2017-12-14 | $0.12 | 2017-12-15 | 2017-12-22 | Quarterly |
| 2017-09-14 | $0.12 | 2017-09-15 | 2017-09-22 | Quarterly |
| 2017-06-09 | $0.12 | 2017-06-13 | 2017-06-20 | Quarterly |
| 2017-03-08 | $0.12 | 2017-03-10 | 2017-03-17 | Quarterly |
| 2016-12-07 | $0.12 | 2016-12-09 | 2016-12-16 | Quarterly |
| 2016-09-07 | $0.12 | 2016-09-09 | 2016-09-16 | Quarterly |
| 2016-06-08 | $0.12 | 2016-06-10 | 2016-06-17 | Quarterly |
| 2016-03-09 | $0.12 | 2016-03-11 | 2016-03-18 | Quarterly |
| 2015-12-09 | $0.12 | 2015-12-11 | 2015-12-18 | Quarterly |
| 2015-09-09 | $0.12 | 2015-09-11 | 2015-09-18 | Quarterly |
| 2015-06-10 | $0.12 | 2015-06-12 | 2015-06-19 | Quarterly |
| 2015-03-11 | $0.12 | 2015-03-13 | 2015-03-20 | Quarterly |
| 2014-12-10 | $0.12 | 2014-12-12 | 2014-12-19 | Quarterly |
| 2014-09-10 | $0.12 | 2014-09-12 | 2014-09-19 | Quarterly |
| 2014-06-11 | $0.12 | 2014-06-13 | 2014-06-20 | Quarterly |
| 2014-03-05 | $0.12 | 2014-03-07 | 2014-03-20 | Quarterly |
| 2013-12-03 | $0.12 | 2013-12-05 | 2013-12-19 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-22 | Equinox Partners Investment Management LLC | Buy | 3.32K | $10.42 | 34.62K |
| 2026-10-21 | Equinox Partners Investment Management LLC | Buy | 14.74K | $10.33 | 152.31K |
| 2026-10-20 | Equinox Partners Investment Management LLC | Buy | 10.37K | $10.24 | 106.17K |
| 2026-10-15 | Equinox Partners Investment Management LLC | Buy | 5.69K | $10.47 | 59.60K |
| 2026-10-14 | Equinox Partners Investment Management LLC | Other | 0 | — | — |
| 2026-05-06 | Burns Richard Jonathan | Buy | 4.32K | — | — |
| 2026-05-06 | Romfo Darla | Buy | 4.32K | — | — |
| 2026-05-06 | Dunn Brian D | Buy | 10.43K | — | — |
| 2025-12-17 | Dewey Dean | Other | 0 | — | — |
| 2025-12-17 | Dewey Dean | Other | 0 | — | — |
| 2025-12-17 | Dewey Dean | Other | 7.20K | — | — |
| 2025-12-10 | HOUGH RICHARD R III | Buy | 509.48K | $15.29 | 7.79M |
| 2025-12-10 | HOUGH RICHARD R III | Buy | 477.64K | $15.29 | 7.30M |
| 2025-12-03 | GERARD SCOTT A | Buy | 10.92K | — | — |
| 2025-12-03 | GERARD SCOTT A | Buy | 10.92K | — | — |
| 2025-12-01 | Gray John Allen | Buy | 1.28K | $13.85 | 17.80K |
| 2025-11-28 | Gray John Allen | Buy | 5.50K | $13.83 | 76.06K |
| 2025-11-26 | Gray John Allen | Buy | 15.00K | $13.66 | 204.90K |
| 2025-05-05 | Dunn Brian D | Buy | 7.57K | — | — |
| 2025-05-05 | Burns Richard Jonathan | Buy | 3.15K | — | — |
| 2025-05-05 | Romfo Darla | Buy | 3.15K | — | — |
| 2024-05-01 | Arpano Matthew | Sell | 0 | — | — |
| 2024-05-01 | CAMPBELL DAVID J | Buy | 2.71K | — | — |
| 2024-05-01 | CAMPBELL DAVID J | Buy | 2.71K | — | — |
| 2024-05-01 | Gray John Allen | Buy | 3.41K | — | — |
| 2024-05-01 | Gray John Allen | Buy | 3.41K | — | — |
| 2024-05-01 | GERARD SCOTT A | Buy | 13.65K | — | — |
| 2024-05-01 | GERARD SCOTT A | Buy | 13.65K | — | — |
| 2024-05-01 | HOUGH RICHARD R III | Buy | 34.13K | — | — |
| 2024-05-01 | HOUGH RICHARD R III | Buy | 34.13K | — | — |
| 2024-05-01 | HOUGH RICHARD R III | Buy | 279.53K | $14.65 | 4.10M |
| 2024-05-01 | Burns Richard Jonathan | Buy | 3.41K | — | — |
| 2024-05-01 | Dunn Brian D | Buy | 8.19K | — | — |
| 2024-05-01 | Romfo Darla | Buy | 3.41K | — | — |
| 2024-04-30 | Long Path Smaller Companies Fund, LP | Buy | 5.11K | $15.05 | 76.94K |
| 2024-04-30 | HOUGH RICHARD R III | Buy | 60.74K | — | — |
| 2024-04-30 | HOUGH RICHARD R III | Buy | 60.74K | $14.54 | 883.19K |
| 2024-04-30 | HOUGH RICHARD R III | Sell | 60.29K | $14.65 | 883.19K |
| 2024-04-30 | HOUGH RICHARD R III | Sell | 60.29K | — | — |
| 2024-04-30 | HOUGH RICHARD R III | Sell | 60.74K | $14.54 | 883.19K |
| 2024-04-29 | Long Path Smaller Companies Fund, LP | Sell | 0 | — | — |
| 2024-03-13 | Gray John Allen | Buy | 3.13K | $15.84 | 49.66K |
| 2023-09-13 | HOUGH RICHARD R III | Buy | 105.40K | — | — |
| 2023-09-13 | HOUGH RICHARD R III | Buy | 105.40K | $13.97 | 1.47M |
| 2023-09-13 | HOUGH RICHARD R III | Sell | 83.33K | — | — |
| 2023-09-13 | HOUGH RICHARD R III | Sell | 83.33K | $17.67 | 1.47M |
| 2023-09-13 | HOUGH RICHARD R III | Sell | 105.40K | $13.97 | 1.47M |
| 2023-05-02 | Romfo Darla | Buy | 2.69K | — | — |
| 2023-05-02 | Dunn Brian D | Buy | 6.45K | — | — |
| 2023-05-02 | Burns Richard Jonathan | Buy | 2.69K | — | — |
| 2023-04-03 | Gray John Allen | Buy | 5.50K | — | — |
| 2023-04-03 | Gray John Allen | Buy | 5.50K | — | — |
| 2023-04-03 | HOUGH RICHARD R III | Buy | 82.51K | — | — |
| 2023-04-03 | HOUGH RICHARD R III | Buy | 82.51K | — | — |
| 2023-04-03 | GERARD SCOTT A | Buy | 11.00K | — | — |
| 2023-04-03 | GERARD SCOTT A | Buy | 11.00K | — | — |
| 2023-04-03 | CAMPBELL DAVID J | Buy | 2.18K | — | — |
| 2023-04-03 | CAMPBELL DAVID J | Buy | 2.18K | — | — |
| 2022-11-01 | HOUGH RICHARD R III | Buy | 78.93K | — | — |
| 2022-11-01 | HOUGH RICHARD R III | Buy | 78.93K | — | — |
| 2022-11-01 | Gray John Allen | Buy | 13.16K | — | — |
| 2022-11-01 | Gray John Allen | Buy | 13.16K | — | — |
| 2022-05-03 | Burns Richard Jonathan | Buy | 2.33K | — | — |
| 2022-05-03 | Romfo Darla | Buy | 2.33K | — | — |
| 2022-05-03 | Dunn Brian D | Buy | 5.60K | — | — |
| 2021-08-02 | Romfo Darla | Buy | 1.83K | — | — |
| 2021-06-02 | Romfo Darla | Other | 0 | — | — |
| 2021-05-04 | Burns Richard Jonathan | Buy | 3.42K | — | — |
| 2021-05-04 | Dunn Brian D | Buy | 8.21K | — | — |
| 2021-05-04 | CONRAD WINTHROP B JR | Buy | 856 | — | — |
| 2021-05-03 | HOUGH RICHARD R III | Buy | 86.27K | — | — |
| 2021-05-03 | HOUGH RICHARD R III | Buy | 86.27K | — | — |
| 2021-05-03 | Gray John Allen | Buy | 17.97K | — | — |
| 2021-05-03 | Gray John Allen | Buy | 17.97K | — | — |
| 2021-05-03 | GERARD SCOTT A | Buy | 10.78K | — | — |
| 2021-05-03 | GERARD SCOTT A | Buy | 10.78K | — | — |
| 2021-05-03 | CAMPBELL DAVID J | Buy | 1.80K | — | — |
| 2021-05-03 | CAMPBELL DAVID J | Buy | 1.80K | — | — |
| 2020-05-01 | HOUGH RICHARD R III | Buy | 49.12K | — | — |
| 2020-05-01 | HOUGH RICHARD R III | Buy | 49.12K | — | — |
| 2020-05-01 | HOUGH RICHARD R III | Buy | 86.76K | $10.18 | 883.26K |
| 2020-04-20 | HOUGH RICHARD R III | Buy | 36 | $9.45 | 340 |
| 2020-04-17 | HOUGH RICHARD R III | Buy | 5.35K | $9.28 | 49.65K |
| 2020-04-15 | Gray John Allen | Buy | 43 | $9.21 | 396 |
| 2020-04-14 | Gray John Allen | Buy | 7.73K | $9.57 | 73.98K |
| 2020-04-13 | Gray John Allen | Buy | 2.70K | $9.48 | 25.61K |
| 2020-03-03 | Dunn Brian D | Buy | 8.24K | — | — |
| 2019-12-19 | Gray John Allen | Sell | 0 | — | — |
| 2019-12-19 | Gray John Allen | Sell | 0 | — | — |
| 2019-12-19 | Gray John Allen | Sell | 85.14K | — | — |
| 2019-11-12 | CAMPBELL DAVID J | Buy | 5.23K | — | — |
| 2019-11-12 | CAMPBELL DAVID J | Sell | 5.23K | — | — |
| 2019-11-12 | CAMPBELL DAVID J | Buy | 5.23K | — | — |
| 2019-10-18 | Burns Richard Jonathan | Other | 0 | — | — |
| 2019-08-28 | MESSINA AL | Sell | 2.84K | — | — |
| 2019-08-28 | MESSINA AL | Buy | 2.84K | — | — |
| 2019-08-28 | MESSINA AL | Buy | 2.84K | — | — |
| 2019-08-28 | MESSINA AL | Sell | 2.84K | $13.03 | 37.02K |
| 2019-08-27 | MESSINA AL | Sell | 2.90K | — | — |
| 2019-08-27 | MESSINA AL | Buy | 2.90K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 102, holders +9 vs prior quarter. Ownership 60.65%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 960.27K | 15.02K | +1.59% | 9.71M |
| DIAMOND HILL CAPITAL MANAGEMENT, LLC (INVESTMENT ADVISOR) | 361.54K | 171.48K | +90.22% | 3.66M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 325.92K | 80.89K | +33.01% | 3.30M |
| VANGUARD CAPITAL MANAGEMENT LLC | 312.87K | -3.22K | -1.02% | 3.16M |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 245.86K | 39.17K | +18.95% | 2.49M |
| GEODE CAPITAL MANAGEMENT, LLC | 194.47K | 16.65K | +9.36% | 1.97M |
| DIMENSIONAL FUND ADVISORS LP | 193.35K | -10.38K | -5.10% | 1.95M |
| MORGAN STANLEY | 187.94K | 103.85K | +123.50% | 1.90M |
| STATE STREET CORP | 184.50K | 14.93K | +8.80% | 1.87M |
| RENAISSANCE TECHNOLOGIES LLC | 168.17K | 6.43K | +3.98% | 1.70M |
| ROYCE & ASSOCIATES LP | 158.02K | -192.91K | -54.97% | 1.60M |
| GABELLI FUNDS LLC | 152.19K | 0 | 0.00% | 1.54M |
| GOLDMAN SACHS GROUP INC | 135.40K | 15.78K | +13.19% | 1.37M |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 110.00K | 0 | 0.00% | 1.11M |
| HSBC HOLDINGS PLC | 62.20K | -2.23K | -3.47% | 636.31K |
| TETON ADVISORS, LLC | 53.50K | 0 | 0.00% | 540.88K |
| NORTHERN TRUST CORP | 51.15K | -1.25K | -2.38% | 517.09K |
| VANGUARD FIDUCIARY TRUST CO | 50.52K | 328 | +0.65% | 510.74K |
| BOSTON PARTNERS | 48.86K | -194.06K | -79.89% | 493.98K |
| CM WEALTH ADVISORS LLC | 45.30K | 45.30K | New | 458.03K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 41.70K | 3.19K | +8.27% | 421.55K |
| MARSHALL WACE, LLP | 37.88K | 37.88K | New | 382.97K |
| AQR CAPITAL MANAGEMENT LLC | 33.16K | 19.74K | +147.03% | 335.25K |
| BARCLAYS PLC | 32.82K | -2.66K | -7.49% | 331.77K |
| APPLETON PARTNERS INC/MA | 31.65K | 0 | 0.00% | 320.00K |
Earnings and financials
Silvercrest Asset Management Group Inc. (SAMG) trades at $10.35, with a market cap of $80.94M and a trailing P/E of 91.68. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 80262000 | 91358000 | 98673000 | 102152000 | 107983000 | 131603000 | 123217000 | 117410000 | 123651000 | 125319000 |
Insights · Dividends · Forecast · Financials · Learn