Silvercrest Asset Management Group (NASDAQ:SAMG) Major Shareholder Equinox Partners Investment Ma Acquires 5,692 Shares of Company Stock

Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) major shareholder Equinox Partners Investment Ma acquired 5,692 shares of Silvercrest Asset Management Group stock in a transaction on Thursday, October 15th. The shares were bought at an average price of $10.47 per share, with a total value of $59,595.24. Following the purchase, the insider directly owned 805,365 shares in the company, valued at approximately $8,432,171.55. The trade was a 0.71% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Major 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 acquired 3,322 shares of Silvercrest Asset Management Group stock. The stock was bought at an average cost of $10.42 per share, with a total value of $34,615.24.
• On Wednesday, October 21st, Equinox Partners Investment Ma bought 14,744 shares of Silvercrest Asset Management Group stock. The stock was bought at an average price of $10.33 per share, for a total transaction of $152,305.52.
• On Tuesday, October 20th, Equinox Partners Investment Ma bought 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.

Silvercrest Asset Management Group Stock Down 4.8%

Silvercrest Asset Management Group stock opened at $10.12 on Friday. The firm has a market cap of $119.90 million, a price-to-earnings ratio of 92.01 and a beta of 0.64. Silvercrest Asset Management Group Inc. has a 52 week low of $9.09 and a 52 week high of $16.16. The business’s 50-day moving average price is $10.13 and its 200 day moving average price is $10.96.

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

Silvercrest Asset Management Group Announces Dividend

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

Institutional Trading of Silvercrest Asset Management Group

A number of hedge funds and other institutional investors have recently modified their holdings of SAMG. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of Silvercrest Asset Management Group during the 2nd quarter worth $3,655,000. Punch & Associates Investment Management Inc. acquired a new position in shares of Silvercrest Asset Management Group during the 1st quarter valued at about $3,293,000. Renaissance Technologies LLC grew its holdings in shares of Silvercrest Asset Management Group by 3.0% in 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 period. North Star Investment Management Corp. purchased a new stake in shares of Silvercrest Asset Management Group in the first quarter valued at about $1,478,000. Finally, Hsbc Holdings PLC grew its holdings in shares of 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 valued at $1,046,000 after purchasing an additional 2,629 shares during the period. 47.59% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

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

Silvercrest Asset Management Group News Roundup

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

Silvercrest Asset Management Group Company Profile

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.