Silvercrest Asset Management Group Inc. (SAMG) AI Stock Analysis

Silvercrest Asset Management Group Inc. operates as a wealth management firm providing comprehensive financial advisory services across the United States. Founded in 2002 and headquartered in New York, New York, the firm caters primarily to ultra-high net worth individuals, families, trusts, endowments, foundations, and institutional investors. Silvercrest offers personalized wealth management solutions tailored to specific client financial goals. As part of its services, the firm manages funds of funds and other investment vehicles, combining investment research with client objectives to deliver portfolio management and holistic wealth solutions.

Revenue increased from $117.4M in FY2023 to $123.7M in FY2024 and reached $125.3M in FY2025, reflecting a 5-year revenue CAGR of 3.0% from FY2020 to FY2025. However, net margin contracted from 7.7% in FY2024 to 3.9% in FY2025, with net income declining from $9.5M to $4.9M and EPS dropping from $1.09 to $0.89. In the latest quarter ended June 30, 2026, revenue increased 0.4% year-over-year, while quarterly earnings contracted 90.5%. For the trailing twelve months, revenue was $125.4M with an operating margin of 3.1% and a profit margin of 0.7%.

As of June 30, 2026, Silvercrest held $20.7M in cash and short-term investments against total debt of $27.8M, resulting in net debt of $7.0M. Shareholders' equity was $46.0M, supporting a debt-to-equity ratio of 0.60 and a current ratio of 6.54. In FY2025, operating cash flow stood at $18.6M and free cash flow was $15.0M after $3.6M in capital expenditures. During FY2025, the firm directed $30.5M toward share buybacks and paid $7.1M in dividends, reducing share count by 20.2% over five years.

Silvercrest carries a market cap of $81.5M and an enterprise value of $83.7M. The stock trades at a trailing P/E of 88.5x, well above the 12.1x median of its US-listed Financial Services peers, though its forward P/E of 11.1x is closer to the peer median of 10.8x. Its price-to-sales ratio is 0.7x compared to the peer median of 3.2x, while EV/EBITDA is 12.3x versus the peer median of 11.7x. Over the past year, SAMG declined 20.0%, underperforming the SPY gain of 16.8%.

Silvercrest pays a forward annual dividend of $0.84 per share, resulting in a dividend yield of 7.91% based on its last close of $10.62. The company has paid consecutive dividends for 14 years, achieving a 5-year annualized dividend growth rate of 5.1%. Its payout ratio stands at 142.4%, and the most recent ex-dividend date was September 11, 2026.

Wall Street coverage includes 1 analyst with a Strong Buy rating. The mean price target is $18.00, implying a 69.5% upside from the last close of $10.62. For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.43 on revenue of $127.3M, followed by an estimate of $0.94 in EPS and $136.2M in revenue for the next fiscal year. The company recorded 0 EPS beats over the last 4 quarters, with the next earnings date set for October 29, 2026.

This page is an AI-written research summary of Silvercrest Asset Management Group Inc. (SAMG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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