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SEI Investments Company: Strong Margin Expansion and Strategic Growth Drive Buy Rating

SEI Investments Company: Strong Margin Expansion and Strategic Growth Drive Buy Rating

In a report released today, Ryan Kenny from Morgan Stanley maintained a Buy rating on SEI Investments Company (SEICResearch Report), with a price target of $100.00.

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Ryan Kenny has given his Buy rating due to a combination of factors that indicate strong future performance for SEI Investments Company. One of the primary reasons is the significant margin expansion in the Private Banks segment, which has consistently delivered margins above 10% for several quarters, with the potential to reach 20% by 2027. This improvement is largely attributed to the company’s focus on servicing regional banks, which typically offer higher margins and recurring revenues.
Additionally, SEI Investments Company has shown strong net sales momentum, driven by a revamped strategy under CEO Ryan Hicke. The company has increased its average net new sales significantly, reflecting a strategic pivot that includes the launch of a new enterprise sales team. Furthermore, the rising exposure to alternative investments, which now constitute a substantial portion of revenues, supports the case for a higher valuation. These factors collectively justify the increase in the target price and the Buy rating.

Kenny covers the Financial sector, focusing on stocks such as Lazard, SEI Investments Company, and Jefferies. According to TipRanks, Kenny has an average return of -3.0% and a 39.19% success rate on recommended stocks.

In another report released on June 20, Raymond James also maintained a Buy rating on the stock with a $94.00 price target.

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