Silvercrest Asset Management Group, Inc. (SAMG)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
$10.17+2.21%
Close 2026-09-04 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · SAMG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -27.4% |
| Our one-year growth estimate | diamond | 7.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 34.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name is on a run of consecutive earnings misses and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 35 industry peers
SAMG — earnings miss
Dated 2026-07-30
Results of Operations and Financial Condition On July 30, 2026, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and six months ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information furnished in this Form 8-K, including the exhibit hereto, shall not be deemed “filed” for purposes of Section 18 of the…
Why it matters: Revenue growth shows how well management keeps clients and uses strategies.
Supportive ifRevenue growth exceeds 0.4% in Q3 2026.
Worry ifRevenue growth is negative or flat in Q3 2026.
Why it matters: Performance in global equity strategies is critical for growth. Weak performance may hurt future earnings.
Worry ifGlobal equity strategies may return over 5% in the next quarter.
Less concerning ifGlobal equity strategies may lose more than 5% in the next quarter.
Why it matters: A high compensation ratio shows investment in talent. But, it may hurt margins if revenue does not rise.
Worry ifCompensation and benefits costs are over 67% of revenue.
Less concerning ifCompensation ratio falls below 67% as revenue goes up.
Why it matters: A drop in revenue growth could signal a slowdown in the financial sector. This would impact Silvercrest's performance.
Worry ifRevenue growth is lower than normal. This shows a big slowdown.
Less concerning ifRevenue growth stays above its median, showing continued strength in the sector.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$142 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $363 loss on $10,000 · 3.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,911 loss on $10,000 · 39.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: New offices in Europe and Asia could drive future growth. Success in these markets would support long-term strategy.
Supportive ifSuccessful opening of the Dublin office and new client accounts from Europe.
Worry ifThere are delays or problems in opening new offices or getting clients.
Why it matters: The firm has a mixed status on maintaining its dividend. Changes could signal confidence or caution.
Watch forManagement confirms the dividend will remain at $0.21 per share.
Also watch forManagement says they will cut or stop the dividend.
Why it matters: Growth in institutional AUM shows demand for Silvercrest's strategies. It supports long-term revenue growth.
Supportive ifInstitutional AUM is over $9.8 billion in Q3 2026.
Worry ifInstitutional AUM is below $9.8 billion in Q3 2026.
Why it matters: Higher organic flows show good marketing and client acquisition. This can increase AUM.
Supportive ifOrganic new client account flows exceed $150 million in Q3 2026.
Worry ifOrganic new client account flows fall below $100 million in Q3 2026.
Why it matters: A higher compensation ratio may mean cost management problems. This could lower profits.
Worry ifCompensation ratio exceeds 70% in Q3 2026.
Less concerning ifCompensation ratio is still below 66%.
Why it matters: Strong growth in discretionary AUM shows good management and keeps clients. This can raise revenue.
Supportive ifDiscretionary AUM grows more than 5% from $24.7 billion in Q2 2026.
Worry ifDiscretionary AUM grows less than 2% or declines from $24.7 billion.
Why it matters: Getting this license lets Silvercrest grow in Europe. This could raise AUM.
Supportive ifThe MiFID license is completed by the end of Q3 2026.
Worry ifThe MiFID license is delayed beyond Q3 2026.
Why it matters: A steady dividend shows financial health. It shows a promise to return money to shareholders.
Watch forThe Board declares a quarterly dividend of $0.21 per share.
Also watch forThe Board does not declare a dividend or reduces the amount.