Silvercrest Asset Management Group, Inc. (SAMG)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-09
$10.05+0.20%
Close 2026-09-09 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-09-09
Broken: Primary pillar broken — Growth in Global and International Equity strategies: rev +7.1% vs 3.6% target, but 30d revision -9.1%.
Silvercrest aims to grow Global and International Equity strategies. They pay regular dividends. The stock trades cheap versus peers at a PE of 14.4. Analysts expect 3.6% revenue growth next year.
Silvercrest has missed earnings several times recently. EPS estimates keep falling. The recent selloff shows investor doubts. Credit agreements and new debt raise risks.
The price is about 14% below our fair value near $12. Analysts expect modest 3.6% revenue growth. Our view aligns with this cautious outlook.
Breaks if: breach of debt covenants or default
Breaks if: dividends are cut or suspended
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a cautious view on a financial services firm with a stable management team. The current thesis state is mixed, given the recent earnings miss and fragile earnings quality.
The market seems to have priced in some fragility due to weak execution quality, but not fully reflecting the expensive valuation compared to peers. The valuation is seen as expensive, with a premium over its industry peers.
Fundamentals are likely to remain weak in the near term, especially with a high probability of an earnings miss. Management is focused on growth strategies, but recent financial performance has not met expectations.
The thesis hinges on the performance of sector bellwethers like BLK, BX, and KKR. If they continue to perform well, it could provide a tailwind for SAMG. Conversely, any negative guidance from these companies could adversely affect SAMG's performance.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The latest earnings miss is a significant concern. Recent financial performance remains weak compared to its industry peers. This situation suggests ongoing challenges for the company.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue paying quarterly dividends to shareholders at consistent levels.
Maintained as a priority in 2 of last 2 quarters. The Board declared consistent quarterly dividends of $0.21 per share in both 2026-Q1 and 2026-Q2. This reflects management's ongoing commitment to capital returns through dividends, delivering on stated policy.
“Board declared quarterly dividend of $0.21 per share payable September 18, 2026.”
“Board declared quarterly dividend of $0.21 per share payable June 19, 2026.”
Breaks if: EPS falls below $0.90 in FY27
Breaks if: revenue growth falls below 3.6% next year
Continue to grow institutional business with emphasis on Global and International Equity strategies and expand global distribution infrastructure.
Stated as a priority in 2 of last 2 quarters. Institutional AUM grew from $8.7 billion in 2026-Q1 to $9.8 billion in 2026-Q2, with a $351 million contribution to the Global Value strategy. Management is delivering on expanding institutional business and global distribution, consistent with stated growth focus.
“Institutional pipeline has grown substantially, particularly in Global and International Equity strategies.”
“New business pipeline remains particularly robust with regard to Global and International Equity strategies.”
Over the next 1 to 3 years, SAMG's outlook will depend on management's execution and sector performance. Not investment advice.