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
Vol666.40K
As of25 Sep 2026

The Verdict

Buy

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/E18.63x
Forward P/E15.22x
EV / EBITDA16.68x
P / S (ttm)5.18x
Profit margin28.8%
Return on equity27.6%
Revenue growth+14.7%
Earnings growth-10.7%
Debt / equity2.38

Layer Breakdown

LayerRawContribution
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.

United States · www.seic.com

Risk Metrics

Beta vs SPX0.90
Corr SPX0.60
Annual vol24.0%
Annual ret+24.8%
Sharpe1.03
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
Analysts7
Strong Buy4
Buy2
Hold2
Sell0
Strong Sell0

Recent rating actions

2026-04-23Piper Sandler→ Overweight
2026-04-23Keefe, Bruyette & Woods→ Outperform
2026-04-08Keefe, Bruyette & Woods→ Outperform
2026-04-07Piper Sandler→ Overweight
2026-04-02Morgan Stanley→ Overweight
2026-01-29Piper Sandler→ Overweight

Material Events

DateEvent8-K
2026-07-22Earnings Release, Reg FD Disclosure…read
2026-05-28Shareholder Vote, Other Material Event…read
2026-04-22Earnings Release, Reg FD Disclosure…read
2026-03-02Reg FD Disclosure, Exhibitsread
2026-01-28Earnings Release, Reg FD Disclosure…read
2026-01-15Officer / Director Change, Exhibitsread
2025-12-17Officer / Director Change, Other Material Event…read
2025-12-03Reg FD Disclosure, Exhibitsread
2025-10-24Other Material Eventread
2025-10-22Earnings Release, Reg FD Disclosure…read
2025-09-18Reg FD Disclosure, Exhibitsread
2025-08-19Material 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

DateFormDoc
2026-08-1413F-HRview
2026-08-064view
2026-08-044view
2026-07-304view
2026-07-304view
2026-07-304view
2026-07-284view
2026-07-284view
2026-07-2710-Qview
2026-07-233view
2026-07-228-Kview
2026-06-294view
2026-06-2311-Kview
2026-06-114view
2026-05-288-Kview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
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

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$105.00$106.12$105.00$105.65666.40K
Sep 24$104.99$105.50$103.54$104.78923.50K
Sep 23$103.26$105.27$103.26$104.83694.10K
Sep 22$105.58$105.94$101.47$103.761.70M
Sep 21$106.25$106.25$105.00$105.38812.50K

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →