SAMG

Silvercrest Asset Management Group Inc.
NasdaqGMUSDEQUITY Financial Services DELAYED
Last price
10.46
▼ 0.06 (0.57%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
—
Prev close
10.52
Day high
10.54
Day low
10.26
Volume
50.06K
Market cap
$81.82M
P/E (TTM)
87.17
52W range
9.09 – 16.16

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
-1.23% -3.2%
1M
+2.85% +1.7%
3M
-0.29% -4.8%
6M
-19.10% -37.3%
YTD
-31.14% -45.4%
1Y
-31.81% -48.2%
3Y
-34.09% -116.3%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on SAMG open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
1.47M
Total on file

Insider transactions

Account required
DateInsiderAction SharesValueHeld
May 6, 26
BURNS RICHARD JONATHAN
Director
STOCK 4.32K $0 Direct
May 6, 26
DUNN BRIAN D
Director
STOCK 10.43K $0 Direct
May 6, 26
ROMFO DARLA
Director
STOCK 4.32K $0 Direct
Dec 1, 25
GRAY JOHN ALLEN
Officer and Director
BUY 21.79K $298.76K Direct
May 5, 25
BURNS RICHARD JONATHAN
Director
STOCK 3.15K $0 Direct
May 5, 25
DUNN BRIAN D
Director
STOCK 7.57K $0 Direct
May 5, 25
ROMFO DARLA
Director
STOCK 3.15K $0 Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

4 reporting
NameRelationShares heldLatest
BURNS RICHARD JONATHAN
Director 19.33K Stock Award(Grant)
DUNN BRIAN D
Director 63.70K Stock Award(Grant)
GRAY JOHN ALLEN
Officer and Director 42.90K Purchase
ROMFO DARLA
Director 17.74K Stock Award(Grant)

Fundamentals

TTM · reported
Market cap$81.82M
Enterprise value$120.65M
Revenue (TTM)$125.44M
Gross profit$37.55M
EBITDA$5.20M
Net income$905.00K
EPS (TTM)$0.12
Free cash flow$8.06M
Total cash$20.74M
Total debt$27.77M
Book value / share$5.94
Shares outstanding7.82M
Float6.93M
Short % of float3.80%
Dividend yield8.02%
Beta (5Y)0.66

Valuation & profitability ratios

Account required
Trailing P/E87.17
Forward P/E11.13
PEG ratio—
Price / sales—
Price / book1.76
EV / revenue0.96
EV / EBITDA23.19
Gross margin29.94%
Operating margin3.11%
Profit margin0.72%
Return on equity2.23%
Return on assets1.14%
Debt / equity35.67
Current ratio1.29
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 5 years · 5 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $125.32M$123.65M$117.41M$123.22M +1.3%
Operating revenue $125.32M$123.65M$117.41M$123.22M +1.3%
Cost of revenue $83.94M$76.66M$72.62M$71.61M +9.5%
Gross profit $41.37M$46.99M$44.79M$51.61M -11.9%
Selling, general & admin $32.05M$29.36M$25.97M$13.04M +9.2%
Total operating expense $32.05M$29.36M$25.97M$13.04M +9.2%
Operating income $9.32M$17.63M$18.82M$38.56M -47.1%
Net interest income $634.00K$1.29M$525.00K-$392.00K -50.8%
Pre-tax income $11.05M$20.27M$19.49M$38.40M -45.5%
Tax provision $2.99M$4.56M$4.31M$7.61M -34.5%
Net income $4.88M$9.54M$9.09M$18.83M -48.8%
Net income to common $4.88M$9.54M$9.09M$18.83M -48.8%
Basic EPS 0.561.000.961.92 -44.0%
Diluted EPS 0.561.000.961.92 -44.0%
EBIT $11.19M$20.42M$19.91M$38.81M -45.2%
EBITDA $13.61M$24.56M$23.93M$42.70M -44.6%
Basic shares 8.76M9.50M9.43M9.79M -7.8%
Diluted shares 8.79M9.53M9.46M9.82M -7.8%

Options analytics

Account required
Put / call volume
2.29
Put-heavy session
Put / call open interest
9.67
Positioning, not flow
Max pain
12.50
+19.5% from spot
ATM implied vol
56.3%
Nearest strike to spot
Skew (10% OTM)
-53.1%
Calls bid over puts
Call volume
7
Contracts, this expiry
Put volume
16
Contracts, this expiry
Heaviest call OI
15.00
5 contracts
Heaviest put OI
12.50
57 contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 0.080.10 +25.0%
Mar 2026 0.220.12 -45.5%
Dec 2025 0.210.18 -14.3%
Sep 2025 0.290.19 -34.5%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 0.10 1 $31.90M +2.0%
Next quarter 0.11 1 $33.18M +3.8%
Current year 0.43 1 $127.27M +1.6%
Next year 0.94 1 $136.23M +7.0%

Analyst targets & ownership

Account required
Mean target$18.00
High target$18.00
Low target$18.00
Implied upside72.08%
Analyst count1
ConsensusNONE
Strong buy / Buy0 / 1
Hold0
Sell / Strong sell0 / 0
Held by insiders18.75%
Held by institutions74.04%
Institutions holding147
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
10.38
+0.81% from price
SMA 20
10.01
+4.45% from price
SMA 50
10.07
+3.83% from price
SMA 100
10.44
+0.15% from price
SMA 200
12.42
-15.81% from price
EMA 12
10.29
+1.65% from price
EMA 26
10.14
+3.12% from price
EMA 50
10.20
+2.52% from price
RSI (14)
59.0
Neutral
MACD (12,26,9)
0.15
Hist 0.09
ATR (14)
0.43
4.10% of price
Realised vol 30D
27.9%
Annualised
Bollinger upper
10.91
20, 2σ
Bollinger lower
9.12
20, 2σ
50 / 200 cross
Death
10.07 vs 12.42
Trend bias
Below 200
-15.81%

Options chain

Account required
Expiry
Spot 10.46
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
0.23
Less volatile than market
Correlation to SPY
0.09
Largely independent
Realised vol 30D
27.9%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-42.5%
Peak to trough
Max drawdown 5Y
-59.7%
Peak to trough
ATR 14
0.43
4.10% of price
Beta (reported)
0.66
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
242.08K
Prior 138.92K
Change vs prior
+74.3%
Shorts adding
% of float
3.80%
Normal
% of shares out
3.09%
Against total outstanding
Days to cover
3.3
Liquid
Float
6.93M
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Rating changes

8 on file
DateFirm ActionFromTo
Mar 6, 23 Piper Sandler MAINTAINED — Overweight
Aug 1, 22 Piper Sandler MAINTAINED — Overweight
Jul 11, 22 Piper Sandler MAINTAINED — Overweight
May 4, 20 Piper Sandler MAINTAINED — Overweight
Nov 1, 16 Piper Sandler INITIATED — Buy
May 11, 15 Raymond James DOWNGRADE Strong Buy Outperform
Jul 22, 13 Piper Sandler INITIATED — Buy
Jul 22, 13 Raymond James INITIATED — Strong Buy

Dividends & splits

Declared · from the issuer
Forward rate$0.84 / yr
Forward yield8.02%
5-year avg yield4.49%
Payout ratio700.00%
Ex-dividend dateSep 11, 2026
Next pay dateSep 18, 2026
Last split—
Split date—

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.