Silvercrest Asset Management Group (NASDAQ:SAMG) Raised to Hold at Wall Street Zen

Silvercrest Asset Management Group (NASDAQ:SAMG) was upgraded by equities research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report issued on Saturday.

Other equities research analysts have also issued reports about the stock. Weiss Ratings lowered shares of Silvercrest Asset Management Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, May 27th. Zacks Research upgraded shares of Silvercrest Asset Management Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 28th. One equities research analyst has rated the stock with a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Silvercrest Asset Management Group currently has an average rating of “Reduce”.

Silvercrest Asset Management Group Stock Performance

Shares of SAMG stock opened at $10.28 on Friday. The company has a market capitalization of $121.82 million, a PE ratio of 93.46 and a beta of 0.65. Silvercrest Asset Management Group has a 52-week low of $9.57 and a 52-week high of $16.99. The business’s fifty day moving average is $10.63 and its 200 day moving average is $12.87.

Silvercrest Asset Management Group (NASDAQ:SAMG) last posted its earnings results 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 return on equity of 8.49% and a net margin of 0.72%.The business had revenue of $30.78 million during the quarter, compared to analysts’ expectations of $30.90 million. On average, sell-side analysts forecast that Silvercrest Asset Management Group will post 0.53 EPS for the current fiscal year.

Institutional Trading of Silvercrest Asset Management Group

Several hedge funds and other institutional investors have recently bought and sold shares of SAMG. Russell Investments Group Ltd. raised its stake in shares of Silvercrest Asset Management Group by 64.8% during the fourth quarter. Russell Investments Group Ltd. now owns 2,030 shares of the asset manager’s stock worth $31,000 after acquiring an additional 798 shares in the last quarter. Clearstead Advisors LLC raised its position in Silvercrest Asset Management Group by 5.6% in the 4th quarter. Clearstead Advisors LLC now owns 23,991 shares of the asset manager’s stock worth $364,000 after purchasing an additional 1,279 shares during the period. JPMorgan Chase & Co. raised its position in Silvercrest Asset Management Group by 9.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 15,524 shares of the asset manager’s stock worth $245,000 after purchasing an additional 1,315 shares during the period. Wells Fargo & Company MN lifted its stake in Silvercrest Asset Management Group by 28.2% in the fourth quarter. Wells Fargo & Company MN now owns 7,729 shares of the asset manager’s stock worth $117,000 after purchasing an additional 1,702 shares during the last quarter. Finally, Hsbc Holdings PLC lifted its stake in Silvercrest Asset Management Group by 4.0% in the fourth quarter. Hsbc Holdings PLC now owns 68,026 shares of the asset manager’s stock worth $1,046,000 after purchasing an additional 2,629 shares during the last quarter. Hedge funds and other institutional investors own 47.59% of the company’s stock.

Key Headlines Impacting Silvercrest Asset Management Group

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

• Positive Sentiment: Silvercrest declared a quarterly dividend of $0.21 per share, payable September 18 to shareholders of record September 11. The payment implies an annualized dividend of approximately $0.84 per share and an indicated yield of about 8.3%, which may appeal to income-focused investors. The ex-dividend date is September 11. Silvercrest dividend announcement
• Positive Sentiment: Zacks Research upgraded SAMG from “strong sell” to “hold.” While not a bullish recommendation, the change reduces an important source of selling pressure and suggests the firm’s near-term risk-reward profile has improved. Zacks rating upgrade report
• Neutral Sentiment: Management discussed second-quarter performance and business conditions during the company’s earnings call. The available transcript listing does not provide additional details in the supplied report, so investors will likely focus on commentary regarding assets under management, client flows, margins and the outlook. Silvercrest Q2 2026 earnings call transcript
• Negative Sentiment: Silvercrest reported second-quarter EPS of $0.10 and revenue of $30.78 million. Revenue was slightly below the $30.90 million consensus, while Zacks said EPS missed its $0.13 estimate and fell from $0.25 a year earlier. The earnings decline raises concerns about profitability, despite another source reporting that EPS matched its $0.10 consensus estimate. Silvercrest Q2 2026 results

About Silvercrest Asset Management Group

Silvercrest Asset Management Group Inc, headquartered in New York City, is an independent registered investment adviser that specializes in delivering customized wealth and asset management solutions for high-net-worth individuals, family offices and institutional clients. Founded in 2002 by senior professionals from leading financial institutions, Silvercrest has built its reputation on a disciplined, research-driven investment process and a commitment to personalized client service.

The firm’s core offerings include discretionary and non-discretionary portfolio management across equities, fixed income, hedge funds and alternative investments.