Silvercrest Asset Management Group (NASDAQ:SAMG) Stock: Insider Equinox Partners Investment Ma Buys 3,322 Shares

Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) major shareholder Equinox Partners Investment Ma purchased 3,322 shares of the firm’s stock in a transaction dated Thursday, October 22nd. The shares were bought at an average price of $10.42 per share, for a total transaction of $34,615.24. Following the completion of the transaction, the insider owned 833,799 shares of the company’s stock, valued at approximately $8,688,185.58. This trade represents a 0.40% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. Large shareholders that own 10% or more of a company’s shares are required to disclose their sales and purchases with the SEC.

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

• On Wednesday, October 21st, Equinox Partners Investment Ma purchased 14,744 shares of Silvercrest Asset Management Group stock. The stock was purchased at an average cost of $10.33 per share, with a total value of $152,305.52.
• On Tuesday, October 20th, Equinox Partners Investment Ma acquired 10,368 shares of Silvercrest Asset Management Group stock. The shares were acquired at an average cost of $10.24 per share, with a total value of $106,168.32.
• On Thursday, October 15th, Equinox Partners Investment Ma acquired 5,692 shares of Silvercrest Asset Management Group stock. The shares were acquired at an average cost of $10.47 per share, with a total value of $59,595.24.

Silvercrest Asset Management Group Price Performance

Shares of NASDAQ:SAMG opened at $10.12 on Friday. The firm has a market capitalization of $119.92 million, a price-to-earnings ratio of 92.01 and a beta of 0.64. Silvercrest Asset Management Group Inc. has a one year low of $9.09 and a one year high of $16.16. The company’s fifty day moving average price is $10.13 and its 200-day moving average price is $10.96.

Silvercrest Asset Management Group (NASDAQ:SAMG) last released its quarterly earnings results on Friday, July 31st. The asset manager reported $0.10 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.10. The business had revenue of $30.78 million for the quarter, compared to the consensus estimate of $30.90 million. Silvercrest Asset Management Group had a return on equity of 8.71% and a net margin of 0.72%. As a group, equities research analysts expect that Silvercrest Asset Management Group Inc. will post 0.47 EPS for the current year.

Silvercrest Asset Management Group Dividend Announcement

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

Institutional Trading of Silvercrest Asset Management Group

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Ancora Advisors LLC purchased a new position in Silvercrest Asset Management Group in the 2nd quarter worth approximately $28,000. Diamond Hill Capital Management LLC Investment Advisor bought a new position in shares of Silvercrest Asset Management Group during the 2nd quarter valued at about $3,655,000. Punch & Associates Investment Management Inc. bought a new position in Silvercrest Asset Management Group during the first quarter valued at approximately $3,293,000. Renaissance Technologies LLC lifted its position in Silvercrest Asset Management Group by 3.0% during the first quarter. Renaissance Technologies LLC now owns 161,737 shares of the asset manager’s stock valued at $2,174,000 after purchasing an additional 4,700 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of Silvercrest Asset Management Group by 12.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 29,572 shares of the asset manager’s stock valued at $397,000 after buying an additional 3,191 shares in the last quarter. Institutional investors own 47.59% of the company’s stock.

Key Stories Impacting Silvercrest Asset Management Group

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 Ratings Changes

Several research firms recently weighed in on SAMG. Zacks Research upgraded shares of Silvercrest Asset Management Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. Wall Street Zen upgraded Silvercrest Asset Management Group from a “sell” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, 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. One equities research analyst has rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Reduce”.

Silvercrest Asset Management Group Company Profile

Silvercrest Asset Management Group, Inc is an investment advisory and wealth management firm serving high-net-worth individuals, families, family offices, institutions, and charitable organizations. The company provides customized investment management and financial planning services designed to address clients’ long-term wealth objectives.

Its services include portfolio management, asset allocation, manager selection, wealth planning, family office support, and advice related to trusts, estates, and other complex financial matters.