Inside the research
SEI Investments Company
SEIC Research profile · latest available data
Price overview
$105.65
▲ +0.87 (+0.8%)
| 52w hi | $111.63 |
|---|---|
| 52w lo | $74.74 |
| Vol | 666.40K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.51
| Short | +0.58 |
|---|---|
| Medium | +0.54 |
| Long | +0.30 |
computed 2026-09-27
Key fundamentals
SEI Investments Company
Financial Services · Asset Management
| Market cap | $12.68B |
|---|---|
| Enterprise value | $12.67B |
| Trailing P/E | 18.63x |
| Forward P/E | 15.22x |
| EV / EBITDA | 16.68x |
| P / S (ttm) | 5.18x |
| Profit margin | 28.8% |
| Return on equity | 27.6% |
| Revenue growth | +14.7% |
| Earnings growth | -10.7% |
| Debt / equity | 2.38 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.26 | |
| Sector | +0.02 | |
| Technical | +0.42 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.
Risk Metrics
| Beta vs SPX | 0.90 |
|---|---|
| Corr SPX | 0.60 |
| Annual vol | 24.0% |
| Annual ret | +24.8% |
| Sharpe | 1.03 |
| Max DD | -23.3% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $104.86 |
|---|---|
| High / Low | $122.00 / $69.00 |
| Median | $107.00 |
| Analysts | 7 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 2 | |
| Hold | 2 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-23 | Piper Sandler | → Overweight |
| 2026-04-23 | Keefe, Bruyette & Woods | → Outperform |
| 2026-04-08 | Keefe, Bruyette & Woods | → Outperform |
| 2026-04-07 | Piper Sandler | → Overweight |
| 2026-04-02 | Morgan Stanley | → Overweight |
| 2026-01-29 | Piper Sandler | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-22 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-28 | Shareholder Vote, Other Material Event… | read |
| 2026-04-22 | Earnings Release, Reg FD Disclosure… | read |
| 2026-03-02 | Reg FD Disclosure, Exhibits | read |
| 2026-01-28 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-15 | Officer / Director Change, Exhibits | read |
| 2025-12-17 | Officer / Director Change, Other Material Event… | read |
| 2025-12-03 | Reg FD Disclosure, Exhibits | read |
| 2025-10-24 | Other Material Event | read |
| 2025-10-22 | Earnings Release, Reg FD Disclosure… | read |
| 2025-09-18 | Reg FD Disclosure, Exhibits | read |
| 2025-08-19 | Material Agreement, Material Obligation… | read |
Dividends
| Yield (TTM) | 0.49% |
|---|---|
| $ / share (TTM) | $0.52 |
| 5y CAGR | +7.0% |
Annual dividend per share
| 2020 | $0.72 |
|---|---|
| 2021 | $0.77 |
| 2022 | $0.83 |
| 2023 | $0.89 |
| 2024 | $0.95 |
| 2025 | $1.01 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.30B | +6.4% | |
| Gross profit | $808.13M | +9.2% | |
| Operating income | $551.74M | +0.7% | |
| Net income | $462.26M | +8.3% | |
| Cash from ops | $622.34M | +6.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $105.00 | $106.12 | $105.00 | $105.65 | 666.40K |
| Sep 24 | $104.99 | $105.50 | $103.54 | $104.78 | 923.50K |
| Sep 23 | $103.26 | $105.27 | $103.26 | $104.83 | 694.10K |
| Sep 22 | $105.58 | $105.94 | $101.47 | $103.76 | 1.70M |
| Sep 21 | $106.25 | $106.25 | $105.00 | $105.38 | 812.50K |
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