Silvercrest Asset Management Group (NASDAQ:SAMG) Major Shareholder Equinox Partners Investment Ma Purchases 14,744 Shares of Stock

Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) major shareholder Equinox Partners Investment Ma acquired 14,744 shares of the company’s stock in a transaction on Wednesday, October 21st. The stock was bought at an average cost of $10.33 per share, with a total value of $152,305.52. Following the completion of the acquisition, the insider directly owned 830,477 shares in the company, valued at approximately $8,578,827.41. This represents a 1.81% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Large shareholders that own at least 10% of a company’s shares are required to disclose their transactions with the SEC.

Equinox Partners Investment Ma also recently made the following trade(s):

• On Thursday, October 22nd, Equinox Partners Investment Ma bought 3,322 shares of Silvercrest Asset Management Group stock. The shares were bought at an average price of $10.42 per share, with a total value of $34,615.24.
• On Tuesday, October 20th, Equinox Partners Investment Ma purchased 10,368 shares of Silvercrest Asset Management Group stock. The stock was bought at an average price of $10.24 per share, for a total transaction of $106,168.32.
• On Thursday, October 15th, Equinox Partners Investment Ma purchased 5,692 shares of Silvercrest Asset Management Group stock. The stock was bought at an average price of $10.47 per share, for a total transaction of $59,595.24.

Silvercrest Asset Management Group Stock Down 4.8%

SAMG stock opened at $10.12 on Friday. The company has a market cap of $119.90 million, a PE ratio of 92.01 and a beta of 0.64. The business has a 50-day simple moving average of $10.13 and a 200 day simple moving average of $10.96. Silvercrest Asset Management Group Inc. has a 52 week low of $9.09 and a 52 week high of $16.16.

Silvercrest Asset Management Group (NASDAQ:SAMG) last announced its quarterly earnings data on Friday, July 31st. The asset manager reported $0.10 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.10. Silvercrest Asset Management Group had a net margin of 0.72% and a return on equity of 8.71%. The firm had revenue of $30.78 million for the quarter, compared to the consensus estimate of $30.90 million. On average, analysts anticipate that Silvercrest Asset Management Group Inc. will post 0.47 EPS for the current fiscal year.

Silvercrest Asset Management Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Friday, September 11th were given a dividend of $0.21 per share. The ex-dividend date was Friday, September 11th. This represents a $0.84 annualized dividend and a dividend yield of 8.3%. Silvercrest Asset Management Group’s dividend payout ratio (DPR) is currently 763.64%.

Institutional Investors Weigh In On Silvercrest Asset Management Group

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Ancora Advisors LLC bought a new position in shares of Silvercrest Asset Management Group in the 2nd quarter valued at $28,000. Diamond Hill Capital Management LLC Investment Advisor bought a new stake in Silvercrest Asset Management Group during the 2nd quarter worth $3,655,000. Punch & Associates Investment Management Inc. bought a new stake in Silvercrest Asset Management Group during the 1st quarter worth $3,293,000. Renaissance Technologies LLC increased its holdings in Silvercrest Asset Management Group by 3.0% in the 1st quarter. Renaissance Technologies LLC now owns 161,737 shares of the asset manager’s stock worth $2,174,000 after purchasing an additional 4,700 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Silvercrest Asset Management Group by 12.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 29,572 shares of the asset manager’s stock worth $397,000 after purchasing an additional 3,191 shares in the last quarter. 47.59% of the stock is owned by institutional investors.

More Silvercrest Asset Management Group News

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

• Positive Sentiment: Major shareholder Equinox Partners Investment Management purchased shares in four transactions dated October 15, 20, 21, and 22. The purchases totaled 34,126 shares and approximately $352,684, increasing its reported holdings to 833,799 shares. Repeated buying by a large shareholder may signal confidence in SAMG’s valuation and long-term prospects. SEC insider ownership filing
• Neutral Sentiment: Silvercrest will release third-quarter 2026 results before the U.S. market opens on October 30 and hold an investor conference call at 8:30 a.m. Eastern Time. The announcement itself provides no financial results, outlook, or guidance, so the market’s next major catalyst will be the earnings release and management’s commentary on assets under management, revenue, and profitability. Silvercrest third-quarter 2026 results announcement

Analyst Upgrades and Downgrades

Several research analysts have commented on SAMG shares. Weiss Ratings downgraded shares of Silvercrest Asset Management Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, August 20th. Zacks Research upgraded Silvercrest Asset Management Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Finally, Wall Street Zen raised Silvercrest Asset Management Group from a “sell” rating to a “hold” rating in a report on Saturday, August 1st. One investment analyst has rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Silvercrest Asset Management Group currently has an average rating of “Reduce”.

About Silvercrest Asset Management Group

Silvercrest Asset Management Group, Inc is a wealth management and investment advisory firm serving high-net-worth individuals, families, family offices, foundations, endowments and other institutional clients. The company provides customized portfolio management and broader wealth planning services designed to address clients’ investment, tax, estate and philanthropic objectives.

Silvercrest offers investment strategies across publicly traded equities, fixed income and alternative investments.