SEI Investments (SEIC) Stock Overview
A publicly owned asset management holding company. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 6/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
SEIC Community Fair Values
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Analyst Price Targets
SEI Investments Company Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$90.22 |
| 52 Week High | US$93.96 |
| 52 Week Low | US$75.08 |
| Beta | 0.94 |
| 1 Month Change | 15.61% |
| 3 Month Change | 2.70% |
| 1 Year Change | 12.79% |
| 3 Year Change | 52.06% |
| 5 Year Change | 42.60% |
| Change since IPO | 17,575.74% |
Recent News & Updates
Recent updates
SEIC: Future Earnings Quality Will Rely On Buybacks And Higher Margin Profile
Analysts have raised the fair value estimate for SEI Investments by about $6 to $104, reflecting updated views on revenue growth, profit margins, and future P/E assumptions following recent shifts in Street price targets and research commentary. Analyst Commentary Recent Street reports point to a mixed but generally constructive reset in expectations for SEI Investments, with several firms revising price targets in both directions over a short period.SEIC: Future Earnings Quality Will Rely On Buybacks And Expanding Client Partnerships
The updated analyst price target for SEI Investments has moved lower by about $6.60, reflecting a series of recent target cuts as analysts temper expectations for fair value, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around SEI Investments has become more cautious, with several firms trimming price targets in close succession and only one recent initiation skewing positive.SEIC: Future Earnings Quality Will Be Supported By Buybacks And New Bullish Coverage
The analyst price target for SEI Investments has increased by approximately $0.30 to $104.00. Analysts attribute this adjustment to recent bullish coverage and higher Street targets.SEIC: Future Earnings Quality Will Be Supported By Buybacks And Revised P/E Assumptions
Analysts have nudged their average price target for SEI Investments higher by $7 to about $104, citing fresh coverage and recent target increases that reflect updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates cluster around higher valuation markers for SEI Investments, with several firms revisiting their models on discount rates, revenue growth, margins, and future P/E assumptions.SEIC: Future Earnings Quality Will Be Supported By Buybacks And Capital Returns
The analyst price target for SEI Investments has edged up by about $0.14, as analysts cite updated views on revenue growth assumptions, profit margin sustainability and future P/E expectations following recent supportive research coverage. Analyst Commentary Recent research on SEI Investments has focused on refreshed price targets and the durability of the company’s earnings profile, with several firms updating their views on where the stock should trade relative to its fundamentals.SEIC: Higher Quality Earnings Will Be Supported By Buybacks And Capital Returns
Narrative Update on SEI Investments The analyst price target for SEI Investments has been raised by about $4.74, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E to support the change. Analyst Commentary Recent research updates around SEI Investments cluster around how the company can execute on growth expectations and what that might mean for valuation.SEIC: Recurring Sales And Expense Discipline Will Support Higher Future Earnings Quality
Narrative Update Overview Analysts have raised their price target on SEI Investments by $5 to $102, citing updated assumptions around discount rate, revenue, profit margin, and future P/E that are broadly consistent with prior estimates. Analyst Commentary Bullish analysts have lifted their price target on SEI Investments to $102, which signals increased confidence in how current assumptions support the valuation.SEIC: Reaccelerating Recurring Sales And Expense Discipline Will Drive Long-Term Margin Expansion
Narrative Update on SEI Investments Analysts have nudged their price expectations for SEI Investments higher, with our updated fair value estimate moving by about US$3 to roughly US$99 per share. This reflects recent price target increases into the US$100 to US$120 range and their view that a firm deal pipeline, potential re-acceleration in net recurring sales, expense discipline, and a slightly higher assumed future P/E multiple support a modestly stronger outlook for the business.SEIC: Reaccelerating Recurring Sales Will Support Substantial Long-Term Margin Expansion
Analysts have modestly raised their blended price target for SEI Investments to about $96 from approximately $95, citing expectations for re-accelerating recurring sales, disciplined expenses, and a constructive long-term margin expansion trajectory, despite some near term concerns about margin constraints. Analyst Commentary Recent research updates reflect a generally constructive stance toward SEI Investments, with price targets nudged higher on average as analysts weigh improving sales dynamics against near term margin pressures.SEIC: Recurring Sales Rebound Will Drive Long-Term Margin Expansion
Analysts modestly lifted their blended price target on SEI Investments, reflecting confidence in a robust deal pipeline, an expected re-acceleration in recurring sales, and a longer term path to margin expansion, despite some near term caution on profitability. Analyst Commentary Analyst views on SEI Investments are mixed, with modest upside to valuation targets tempered by concerns around the pace of margin expansion.SEIC: Deal Pipeline Momentum Will Drive Margin Expansion and Shareholder Gains
The consensus analyst price target for SEI Investments has shifted slightly lower, decreasing by approximately $0.83 to $95.17. Analysts cite divergent views on near-term margin expansion, balanced against expectations for improved sales activity and long-term profitability.SEIC: Deal Pipeline Strength and Margin Discipline Will Drive Shares Higher
Analysts have adjusted their price target for SEI Investments slightly downward from $96.71 to $96.00, reflecting updated views on margin expansion and near-term performance. Analyst Commentary Recent analyst reports highlight diverging perspectives on SEI Investments, providing insight into both optimistic and cautious views regarding the company's outlook and valuation.Analysts Temper SEI Investments’ Valuation Amid Cautious Optimism on Growth and Profitability
Analysts have revised SEI Investments' fair value estimate downward from $102.17 to $96.71 per share. They cite optimism around accelerating sales activity, but this is tempered by expectations of more limited near-term margin expansion.Stratos Partnership And Technology Investment Will Transform Financial Services
Analysts have raised their price target for SEI Investments from $101.00 to $102.17. This reflects improved expectations for revenue growth while acknowledging relatively stable profit margins and a slight decrease in discount rate assumptions.Stratos Partnership And Technology Investment Will Transform Financial Services
Analysts raised SEI Investments’ price target from $99.33 to $101.00, citing supportive equity markets, benign macro conditions, stronger inflows, and improved growth visibility. Analyst Commentary Bullish analysts cited an equity market rally and stable macroeconomic backdrop, including "benign" inflation, falling delinquency rates, and steady job growth, as supporting a higher valuation for SEI Investments.SEI Investments: Fairly Priced Amid Positive Growth Prospects
Sep 23
Tactical Expansions And Innovations Set To Propel Market Share And AUM Growth
SEI's strategic investments and focus on RIA market expansion, platform adoption, and entering new markets are poised to drive future AUM growth and revenue.Shareholder Returns
| SEIC | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.6% | 0.6% | 0.8% |
| 1Y | 12.8% | 15.1% | 27.7% |
Return vs Industry: SEIC underperformed the US Capital Markets industry which returned 18.2% over the past year.
Return vs Market: SEIC underperformed the US Market which returned 28.7% over the past year.
Price Volatility
| SEIC volatility | |
|---|---|
| SEIC Average Weekly Movement | 4.4% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: SEIC has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SEIC's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1968 | 5,013 | Ryan Hicke | www.seic.com |
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries.
SEI Investments Company Fundamentals Summary
| SEIC fundamental statistics | |
|---|---|
| Market cap | US$10.91b |
| Earnings (TTM) | US$738.28m |
| Revenue (TTM) | US$2.37b |
Is SEIC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SEIC income statement (TTM) | |
|---|---|
| Revenue | US$2.37b |
| Cost of Revenue | US$514.01m |
| Gross Profit | US$1.85b |
| Other Expenses | US$1.12b |
| Earnings | US$738.28m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.14 |
| Gross Margin | 78.30% |
| Net Profit Margin | 31.17% |
| Debt/Equity Ratio | 1.2% |
How did SEIC perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 15:23 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SEI Investments Company is covered by 13 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Thomas McCrohan | Brean Capital Historical (Janney Montgomery) |
| Thomas McCrohan | CLSA |
| Ryan Bailey | Goldman Sachs |