Silvercrest Asset Management Group Inc. · Investment Advice

SAMG

Low riskNext report: Oct 30 (confirmed)

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The short version

A profitable company with steady sales. Insiders and institutions are both adding.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 18% in 3 years

Money moves

An insider bought $353K of shares with their own money in the last 30 days
Institutions added 2.1% to their holdings in the quarter ending June 2026 (47 bought, 39 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$10.45+3.2% that day

Latest insider buy: A 10% owner bought at $10.33 on Oct 22. The stock is now $10.45, +1.2% since.

Company value: $81M; Share price times all shares
Price vs profit (P/E): 95.0x; You pay about $95 for each $1 of yearly profit
Price vs sales: 0.64x; Company value is 0.64 times a year of sales
Cash vs value: 26%; Cash as a share of company value

From SAMG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$30.8M+0.4% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $125.4M, up 0.8% from the 12 months before. Over 5 years, sales grew about 3.0% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of SAMG. Starting points are the company's recent numbers.

Sales growth+1% a yearRecently: +0.8% a yearProfit margin1%Last 12 months: 0.7%P/E at the end40xToday: 95.0x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$132M

Profit in 5 years$1M

Price these guesses point to$8.81-16% vs $10.45 todayAbout -3.4% a year, before dividends

What today's price needs: with a 1% margin and a 40x P/E, sales would have to grow about 4.5% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.12.3%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.4%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$15.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-18.3% in 3 years

Revenue: $125.3M; +1.3% vs prior year
5-year growth: +3.0%/yr; revenue, per year
Total debt: None; 0.00x equity
Free cash flow: $15.0M; 11.9% of revenue

From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 30

Revenue: $30.8M; +0.4% YoY
EPS: $0.02; vs $0.21
Op. margin: 3.1%; -10.1 pts
Free cash flow: $13.4M
Share count: -15.2%; vs a year ago

Insider rating

Last 90 days

65Buying

1 insider bought $353K

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

85/ 100

This week: 3
Normal week: 0.5
vs normal: 5.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+2.1%

Institutions added 2.1% to their holdings. 47 bought, 39 sold. 2 quarters of net buying in a row.

Shares held by institutions4.6M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-6.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

Earnings reports

Last 12

Next reportOct 30 (confirmed)Announced by the company in an SEC filing ↗

Results filedJul 30
Results filedMay 11
Results filedMar 16
Results filedOct 31, 2025
Results filedJul 31, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (active)Oct 16 · View filing ↗Activist 5%+ holder update (active)Oct 13 · View filing ↗Activist New 5%+ holder (active)Sep 30 · View filing ↗Activist 5%+ holder update (passive)Jul 30 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$353K1 insider

Sold$00 insiders

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Equinox Partners Investment Management LLC10% owner	Buy	34K	$10.33	$353K	834K	Oct 22Filing ↗
+4.3% of their holdings $10.24 to $10.47 across 4 trades Traded Oct 15 to Oct 22 Held via Equinox Partners, L.P. Filed jointly with 1 other Filed 1 day after