Sei Investments Stock Analysis

SEIC Stock  USD 90.58  0.34  0.37%   
SEI Investments is undervalued with Real Value of 94.52 and Target Price of 85.2. The main objective of SEI Investments stock analysis is to determine its intrinsic value, which is an estimate of what SEI Investments is worth, separate from its market price. There are two main types of SEI Investments' stock analysis: fundamental analysis and technical analysis.
The SEI Investments stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and SEI Investments' ongoing operational relationships across important fundamental and technical indicators.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.

SEI Stock Analysis Notes

About 17.0% of the company outstanding shares are owned by corporate insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.79. SEI Investments last dividend was issued on the 9th of June 2025. The entity had 2:1 split on the 22nd of June 2007. SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people. To find out more about SEI Investments contact the company at 610-676-1000 or learn more at https://www.seic.com.

SEI Investments Quarterly Total Revenue

551.34 Million

SEI Investments Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SEI Investments' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SEI Investments or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 77.0% of the company shares are owned by institutional investors
On 17th of June 2025 SEI Investments paid $ 0.49 per share dividend to its current shareholders
Latest headline from gurufocus.com: SEI Appoints Karin Risi and Tom Naratil to Board of Directors SEIC Stock News

SEI Investments Upcoming and Recent Events

Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to SEI Investments previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
31st of January 2024
Upcoming Quarterly Report
View
18th of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
31st of January 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

SEI Largest EPS Surprises

Earnings surprises can significantly impact SEI Investments' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2000-07-18
2000-06-300.090.10.0111 
2000-04-19
2000-03-310.080.090.0112 
1999-10-18
1999-09-300.070.080.0114 
View All Earnings Estimates

SEI Investments Environmental, Social, and Governance (ESG) Scores

SEI Investments' ESG score is a quantitative measure that evaluates SEI Investments' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of SEI Investments' operations that may have significant financial implications and affect SEI Investments' stock price as well as guide investors towards more socially responsible investments.

SEI Investments Thematic Classifications

In addition to having SEI Investments stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Investing Idea
Investing
Money and asset management including investment banking
Diversified Assets Idea
Diversified Assets
All types of close end funds
Management Idea
Management
Management services
Macroaxis Picks Idea
Macroaxis Picks
Macroaxis daily picks

SEI Stock Institutional Investors

Shares
Btim Corp2025-03-31
1.3 M
Royce & Associates, Lp2025-03-31
1.3 M
Bank Of New York Mellon Corp2025-03-31
1.1 M
Northern Trust Corp2025-03-31
1.1 M
Fmr Inc2025-03-31
914.2 K
Ubs Asset Mgmt Americas Inc2025-03-31
801.1 K
Millennium Management Llc2025-03-31
783.6 K
Amundi2025-03-31
782 K
Caisse De Depot Et Placement Du Quebec2025-03-31
737.2 K
Vanguard Group Inc2025-03-31
11.5 M
Blackrock Inc2025-03-31
11.4 M
Note, although SEI Investments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SEI Market Capitalization

The company currently falls under 'Large-Cap' category with a current market capitalization of 11.28 B.

SEI Profitablity

The company has Profit Margin (PM) of 0.28 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.28 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.28.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.26  0.17 
Return On Capital Employed 0.24  0.43 
Return On Assets 0.21  0.15 
Return On Equity 0.26  0.34 

Management Efficiency

SEI Investments has return on total asset (ROA) of 0.1397 % which means that it generated a profit of $0.1397 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2663 %, meaning that it created $0.2663 on every $100 dollars invested by stockholders. SEI Investments' management efficiency ratios could be used to measure how well SEI Investments manages its routine affairs as well as how well it operates its assets and liabilities. At present, SEI Investments' Return On Equity is projected to increase slightly based on the last few years of reporting. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 1.6 B, whereas Non Currrent Assets Other are forecasted to decline to about 47.2 M.
Last ReportedProjected for Next Year
Book Value Per Share 17.55  18.43 
Tangible Book Value Per Share 13.83  14.53 
Enterprise Value Over EBITDA 12.06  10.32 
Price Book Value Ratio 4.76  9.03 
Enterprise Value Multiple 12.06  10.32 
Price Fair Value 4.76  9.03 
Enterprise Value6.9 B7.2 B
The operational strategies employed by SEI Investments management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Dividend Yield
0.0104
Operating Margin
0.2825
Profit Margin
0.2778
Forward Dividend Yield
0.0108
Beta
0.916

Technical Drivers

As of the 23rd of July, SEI Investments has the coefficient of variation of 396.81, and Risk Adjusted Performance of 0.2314. In connection with fundamental indicators, the technical analysis model makes it possible for you to check practical technical drivers of SEI Investments, as well as the relationship between them.

SEI Investments Price Movement Analysis

The output start index for this execution was eight with a total number of output elements of fifty-three. The Simple Moving Average indicator is calculated by adding the closing price of SEI Investments for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out SEI Investments short-term fluctuations and highlight longer-term trends or cycles.

SEI Investments Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SEI Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on SEI Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SEI Investments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
William Doran over a month ago
Disposition of 5000 shares by William Doran of SEI Investments at 81.8 subject to Rule 16b-3
 
Klauder Paul over three months ago
Acquisition by Klauder Paul of 2000 shares of SEI Investments at 40.64 subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 35000 shares by Alfred West of SEI Investments at 40.64 subject to Rule 16b-3
 
William Doran over six months ago
Disposition of 5000 shares by William Doran of SEI Investments at 40.64 subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 7099 shares by Alfred West of SEI Investments at 80.81 subject to Rule 16b-3
 
Mccarthy Kathryn over six months ago
Acquisition by Mccarthy Kathryn of 1000 shares of SEI Investments subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 40129 shares by Alfred West of SEI Investments at 66.9 subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 27419 shares by Alfred West of SEI Investments at 67.48 subject to Rule 16b-3
 
Ryan Hicke over six months ago
Disposition of 10000 shares by Ryan Hicke of SEI Investments at 40.64 subject to Rule 16b-3
 
Cipriano James over six months ago
Disposition of 8750 shares by Cipriano James of SEI Investments at 49.63 subject to Rule 16b-3
 
William Doran over a year ago
Disposition of 5000 shares by William Doran of SEI Investments at 67.04 subject to Rule 16b-3
 
William Doran over a year ago
Acquisition by William Doran of 10000 shares of SEI Investments at 33.76 subject to Rule 16b-3

SEI Investments Outstanding Bonds

SEI Investments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SEI Investments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SEI bonds can be classified according to their maturity, which is the date when SEI Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

SEI Investments Predictive Daily Indicators

SEI Investments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SEI Investments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

SEI Investments Corporate Filings

8K
22nd of July 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
18th of July 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
16th of July 2025
Other Reports
ViewVerify
8K
1st of July 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
24th of June 2025
Other Reports
ViewVerify
8K
5th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
30th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
28th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

SEI Investments Forecast Models

SEI Investments' time-series forecasting models are one of many SEI Investments' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SEI Investments' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About SEI Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how SEI Investments prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling SEI shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as SEI Investments. By using and applying SEI Stock analysis, traders can create a robust methodology for identifying SEI entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.35  0.21 
Operating Profit Margin 0.26  0.18 
Net Profit Margin 0.27  0.29 
Gross Profit Margin 0.53  0.42 

Current SEI Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. SEI analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. SEI analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
85.2Buy8Odds
SEI Investments current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most SEI analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand SEI stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of SEI Investments, talking to its executives and customers, or listening to SEI conference calls.
SEI Analyst Advice Details

SEI Stock Analysis Indicators

SEI Investments stock analysis indicators help investors evaluate how SEI Investments stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading SEI Investments shares will generate the highest return on investment. By understating and applying SEI Investments stock analysis, traders can identify SEI Investments position entry and exit signals to maximize returns.
Begin Period Cash Flow835 M
Common Stock Shares Outstanding131.7 M
Total Stockholder Equity2.3 B
Total Cashflows From Investing Activities-117.3 M
Tax Provision165.6 M
Quarterly Earnings Growth Y O Y0.182
Property Plant And Equipment Net188.5 M
Cash And Short Term Investments869.5 M
Cash839.9 M
Accounts Payable13.1 M
Net Debt-807.8 M
50 Day M A87.1366
Total Current Liabilities380.5 M
Other Operating Expenses1.6 B
Non Current Assets Total1.1 B
Forward Price Earnings19.3424
Non Currrent Assets Other93 M
Stock Based Compensation58.6 M

Complementary Tools for SEI Stock analysis

When running SEI Investments' price analysis, check to measure SEI Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SEI Investments is operating at the current time. Most of SEI Investments' value examination focuses on studying past and present price action to predict the probability of SEI Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SEI Investments' price. Additionally, you may evaluate how the addition of SEI Investments to your portfolios can decrease your overall portfolio volatility.
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