Silvercrest Asset Management Group Inc (SAMG) Q2 2025 Earnings Call Highlights: Record AUM and ...
Financial Performance: Silvercrest reported a 4.4% increase in discretionary assets under management (AUM) to $23.7 billion, with total AUM reaching a record high of $36.7 billion; however, revenue decreased by 1% year-over-year due to lower management fees and negative net flows.
Shareholder Returns and Future Outlook: The company initiated a new $25 million stock buyback program and increased its quarterly dividend by 5%, while also acknowledging challenges in the OCIO business pipeline and the need for stronger client retention strategies.
Trade with 70% Backtested Accuracy
Analyst Views on SAMG
About SAMG
About the author
Silvercrest Asset Management Ranks 6th in Brand Awareness Among Mid-Sized Firms
- Brand Awareness Boost: Silvercrest Asset Management ranked 6th in Nasdaq eVestment's Q4 2025 Brand Awareness Rankings among nearly 400 mid-sized firms, highlighting its significant influence in the asset management industry.
- Assets Under Management: As of September 30, 2025, Silvercrest reported $37.6 billion in assets under management, indicating a strong market position among high-net-worth clients and institutional investors.
- Ongoing Expansion: The firm is actively expanding its institutional business and deepening consultant partnerships, leveraging long-tenured investment teams and a multi-asset platform to enhance client service quality.
- Industry Recognition: Allen Gray, Global Head of Institutional Business, emphasized that brand awareness is built over time through consistent investment outcomes and transparency, making recognition from the consultant community crucial for the firm's future growth.
Insider Buying Update for Tuesday, December 2: GXO and SAMG
GXO Logistics Insider Purchase: Todd C. Cooper, Director of GXO Logistics, purchased 6,000 shares for $303,540 at $50.59 each, with the stock trading up about 0.5% on Tuesday.
Silvercrest Asset Management Insider Purchase: Managing Director John Allen Gray bought 21,785 shares of Silvercrest Asset Management Group for $298,762 at $13.71 each, with the stock up about 0.9% on Tuesday and Gray currently in the green by 0.8%.
Silvercrest Asset Management Group Inc. Reports Decrease in Q3 Profits
Earnings Decline: Silvercrest Asset Management Group Inc. reported a significant drop in earnings for the third quarter, with net earnings of $0.62 million ($0.07 per share) compared to $2.25 million ($0.24 per share) last year.
Adjusted Earnings: Excluding certain items, the company reported adjusted earnings of $2.41 million or $0.19 per share for the period.
Revenue Growth: The company's revenue increased by 2.9% to $31.30 million, up from $30.42 million in the same quarter last year.
Earnings Summary: Key figures include earnings of $0.62 million, EPS of $0.07, and revenue of $31.30 million, reflecting a challenging financial performance compared to the previous year.
Silvercrest (SAMG) Falls Short of Q3 Earnings and Revenue Projections
Earnings Performance: Silvercrest (SAMG) reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.29, and showing a decline from $0.26 per share a year ago, resulting in an earnings surprise of -34.48%.
Revenue Results: The company generated revenues of $31.3 million for the quarter, falling short of the Zacks Consensus Estimate by 3.72%, and has not met revenue expectations over the last four quarters.
Stock Outlook: Silvercrest shares have decreased by approximately 22.8% year-to-date, contrasting with the S&P 500's 17.2% gain, and the stock currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.
Industry Context: The Financial - Investment Management industry, to which Silvercrest belongs, ranks in the top 36% of Zacks industries, suggesting that the overall industry outlook could significantly influence Silvercrest's stock performance moving forward.
Silvercrest Asset Management Group Inc. Announces Third Quarter 2025 Financial Results
Business Performance: Silvercrest Asset Management reported a total AUM of $37.6 billion as of September 30, 2025, with discretionary AUM increasing to $24.3 billion, driven by market appreciation and new client accounts despite some net outflows.
Financial Results: The company generated revenue of $31.3 million for the third quarter, a 2.9% increase year-over-year, but net income decreased to $1.1 million, reflecting higher expenses and strategic investments in growth.
Strategic Investments: Silvercrest is focusing on organic client acquisition and has made significant investments in talent and marketing to enhance growth opportunities, particularly in international markets.
Dividends and Share Buyback: The Board declared a quarterly dividend of $0.21 per share and has repurchased approximately $16 million worth of shares as part of a $25 million buyback program, supported by a strong balance sheet.
'Big beautiful bill': These are the sectors investors are betting on and avoiding in a new fiscal era
Mixed Reactions to the "One Big Beautiful Bill": The bill, featuring extensive tax reforms and incentives, is seen by some investors as a shift from monetary stimulus to fiscal policy, focusing on sectors like defense, infrastructure, and technology, while others express skepticism about its transformative potential.
Sector Impacts and Concerns: While industrials and technology are expected to benefit from the bill, clean energy sectors may face challenges due to stricter regulations and reduced benefits, leading to a cautious outlook for investments in solar and wind projects.
Silvercrest Asset Management Ranks 6th in Brand Awareness Among Mid-Sized Firms
- Brand Awareness Boost: Silvercrest Asset Management ranked 6th in Nasdaq eVestment's Q4 2025 Brand Awareness Rankings among nearly 400 mid-sized firms, highlighting its significant influence in the asset management industry.
- Assets Under Management: As of September 30, 2025, Silvercrest reported $37.6 billion in assets under management, indicating a strong market position among high-net-worth clients and institutional investors.
- Ongoing Expansion: The firm is actively expanding its institutional business and deepening consultant partnerships, leveraging long-tenured investment teams and a multi-asset platform to enhance client service quality.
- Industry Recognition: Allen Gray, Global Head of Institutional Business, emphasized that brand awareness is built over time through consistent investment outcomes and transparency, making recognition from the consultant community crucial for the firm's future growth.
Insider Buying Update for Tuesday, December 2: GXO and SAMG
GXO Logistics Insider Purchase: Todd C. Cooper, Director of GXO Logistics, purchased 6,000 shares for $303,540 at $50.59 each, with the stock trading up about 0.5% on Tuesday.
Silvercrest Asset Management Insider Purchase: Managing Director John Allen Gray bought 21,785 shares of Silvercrest Asset Management Group for $298,762 at $13.71 each, with the stock up about 0.9% on Tuesday and Gray currently in the green by 0.8%.
Silvercrest Asset Management Group Inc. Reports Decrease in Q3 Profits
Earnings Decline: Silvercrest Asset Management Group Inc. reported a significant drop in earnings for the third quarter, with net earnings of $0.62 million ($0.07 per share) compared to $2.25 million ($0.24 per share) last year.
Adjusted Earnings: Excluding certain items, the company reported adjusted earnings of $2.41 million or $0.19 per share for the period.
Revenue Growth: The company's revenue increased by 2.9% to $31.30 million, up from $30.42 million in the same quarter last year.
Earnings Summary: Key figures include earnings of $0.62 million, EPS of $0.07, and revenue of $31.30 million, reflecting a challenging financial performance compared to the previous year.
Silvercrest (SAMG) Falls Short of Q3 Earnings and Revenue Projections
Earnings Performance: Silvercrest (SAMG) reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.29, and showing a decline from $0.26 per share a year ago, resulting in an earnings surprise of -34.48%.
Revenue Results: The company generated revenues of $31.3 million for the quarter, falling short of the Zacks Consensus Estimate by 3.72%, and has not met revenue expectations over the last four quarters.
Stock Outlook: Silvercrest shares have decreased by approximately 22.8% year-to-date, contrasting with the S&P 500's 17.2% gain, and the stock currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.
Industry Context: The Financial - Investment Management industry, to which Silvercrest belongs, ranks in the top 36% of Zacks industries, suggesting that the overall industry outlook could significantly influence Silvercrest's stock performance moving forward.
Silvercrest Asset Management Group Inc. Announces Third Quarter 2025 Financial Results
Business Performance: Silvercrest Asset Management reported a total AUM of $37.6 billion as of September 30, 2025, with discretionary AUM increasing to $24.3 billion, driven by market appreciation and new client accounts despite some net outflows.
Financial Results: The company generated revenue of $31.3 million for the third quarter, a 2.9% increase year-over-year, but net income decreased to $1.1 million, reflecting higher expenses and strategic investments in growth.
Strategic Investments: Silvercrest is focusing on organic client acquisition and has made significant investments in talent and marketing to enhance growth opportunities, particularly in international markets.
Dividends and Share Buyback: The Board declared a quarterly dividend of $0.21 per share and has repurchased approximately $16 million worth of shares as part of a $25 million buyback program, supported by a strong balance sheet.
'Big beautiful bill': These are the sectors investors are betting on and avoiding in a new fiscal era
Mixed Reactions to the "One Big Beautiful Bill": The bill, featuring extensive tax reforms and incentives, is seen by some investors as a shift from monetary stimulus to fiscal policy, focusing on sectors like defense, infrastructure, and technology, while others express skepticism about its transformative potential.
Sector Impacts and Concerns: While industrials and technology are expected to benefit from the bill, clean energy sectors may face challenges due to stricter regulations and reduced benefits, leading to a cautious outlook for investments in solar and wind projects.
