Keefe Bruyette upgraded SEI Investments (SEIC) to Outperform from Market Perform with a price target of $97, up from $93, as part of its 2026 outlook for the capital markets. The firm continues to expect a “constructive” economic environment in 2026. This should lead to further earnings growth for capital markets names, the analyst tells investors in a research note. Keefe cites SEI’s “more compelling valuation” and the company’s potential to grow alongside the alternatives ecosystem for the upgrade.
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