SEI Investments Company (SEIC) AI Stock Analysis

• Market Cap: $11.18B
• Dividend Yield: 1.09%
• Average Volume (3M): 947.03K
• Price to Earnings (P/E): 16.9
• Beta (1Y): 0.97
• Revenue Growth: 10.60%
• EPS Growth: 40.74%
• Country: US
• Employees: 5,066
• Sector: Financial
• Sector Strength: 73
• Industry: Asset Management
• EPS (TTM): 1.20
• Shares Outstanding: 124,486,660
• 10 Day Avg. Volume: 1,061,581
• 30 Day Avg. Volume: 947,035
• PEG Ratio: 1.01
• Price to Book (P/B): 4.84
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 18.46
• Enterprise Value/Market Cap: 0.94
• Enterprise Value/Revenue: 1.96
• Enterprise Value/Gross Profit: 14.59
• Enterprise Value/Ebitda: 6.37
• 1Y Price Target: $102.40
• Price Target Upside: 13.79% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 79 Outperform
• Price Target: $103.00 ▲(14.46%Upside)

SEI Investments Company holds a strong overall position due to its solid financial performance, strategic investments, and technical indicators showing moderate bullish momentum. Valuation appears fair, and the positive earnings call reinforces confidence in future growth. Challenges such as margin pressures and growth rate deceleration are notable but do not overshadow the company's strategic strengths.

Positive Factors

Acquisition Synergies

Stratos offers a multi-affiliation model and leverages their own platform, technology, and broker support infrastructure, providing immediate synergies for tuck-in acquisitions.

Earnings Growth

The transformative Stratos transaction should be accretive to EPS and provide a new growth driver for the company.

Strong Pipeline

Management pointed to an extremely strong pipeline in Investment Managers, driven by several large alternative managers that are growing at a rapid pace.

Negative Factors

Interest Rate Impact

Spread income has been a meaningful driver of earnings and should switch to a headwind once the Fed starts easing, which should limit earnings growth.

Margin Pressure

Margin decline from 28.5% to 26.6% reflects previously announced investments and hiring to support growth.

Valuation Concerns

After the recent run-up, the stock is trading at 17 times 2026 EPS versus a historical average of 16 times, suggesting that stock upside is likely to be limited.

SEI Investments Company Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

SEI Investments Company makes money through a diversified revenue model that primarily includes asset management fees, investment processing fees, and professional services fees. The company generates revenue by providing technology-driven platforms and solutions to manage investment operations for its clients, which include financial institutions, corporations, and private investors. Key revenue streams include fees based on assets under management (AUM), transaction-based fees for processing investment operations, and subscription or service fees for the use of its platforms and solutions. Additionally, SEI partners with various financial institutions to extend its reach and enhance its service offerings, contributing to its earnings.

SEI Investments Company Financial Statement Overview

Summary

SEI Investments Company demonstrates a robust financial position with high profitability, efficient operations, and solid balance sheet management. The company has a strong gross profit margin, healthy revenue growth, and minimal leverage, although there are moderate growth challenges with a slight reduction in total assets and decreased operating cash flow.

Income Statement

The company exhibits a robust financial performance with a strong gross profit margin of 62.3% and a net profit margin of 31.2% in TTM (Trailing-Twelve-Months), indicating high profitability. Revenue growth rate is healthy at 3.78% over the past year, showing consistent business expansion. The EBIT and EBITDA margins are also strong at 27% and 39.9% respectively, highlighting operational efficiency. However, the revenue growth has slowed compared to previous years.

Balance Sheet

SEI Investments Company maintains a solid balance sheet with a low debt-to-equity ratio of 0.01, suggesting minimal leverage and reduced financial risk. The equity ratio is high at 89%, indicating strong equity financing. Return on equity (ROE) is impressive at 29.5%, reflecting efficient use of shareholders' funds. However, there has been a slight reduction in total assets over the past year.

Cash Flow

The company demonstrates strong cash flow management with operating cash flow to net income ratio of 0.93 and free cash flow to net income ratio of 0.88, indicating effective conversion of income into cash. The free cash flow growth rate stands at 7.44%, showing positive cash flow expansion. Despite stable cash flow performance, there has been a decrease in operating cash flow compared to the previous year.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.13B	1.92B	1.99B	1.92B	1.68B
Gross Profit	1.13B	984.14M	1.05B	1.09B	945.99M
EBITDA	822.55M	669.21M	561.23M	646.92M	530.43M
Net Income	581.19M	462.26M	475.47M	546.59M	447.29M
Balance Sheet
Total Assets	2.72B	2.52B	2.38B	2.35B	2.17B
Cash, Cash Equivalents and Short-Term Investments	869.47M	866.03M	885.16M	853.48M	818.69M
Total Debt	32.13M	25.35M	29.13M	78.97M	42.64M
Total Liabilities	432.49M	388.18M	429.73M	493.57M	427.35M
Stockholders Equity	2.25B	2.13B	1.95B	1.86B	1.74B
Cash Flow
Free Cash Flow	565.78M	388.24M	491.63M	580.57M	410.12M
Operating Cash Flow	622.34M	447.03M	566.12M	633.10M	488.68M
Investing Cash Flow	-117.30M	-141.54M	-89.81M	-164.88M	-67.50M
Financing Cash Flow	-494.40M	-331.32M	-437.24M	-422.32M	-482.13M

SEI Investments Company Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 89.99
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEIC, the sentiment is Neutral. The current price of 89.99 is below the 20-day moving average (MA) of 91.66, above the 50-day MA of 87.38, and above the 200-day MA of 80.57, indicating a neutral trend. The MACD of 1.02 indicates Positive momentum. The RSI at 50.97 is Neutral, neither overbought nor oversold. The STOCH value of 34.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SEIC.

SEI Investments Company Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SEIC	79 Outperform	$11.18B	16.87	30.06%	1.09%	10.60%	40.74%
IVZ	76 Outperform	$9.59B	23.03	5.74%	3.78%	6.20%	―
AMG	73 Outperform	$6.00B	16.50	12.81%	0.02%	-6.37%	-28.43%
JHG	72 Outperform	$6.78B	17.11	8.55%	3.64%	17.41%	-4.75%
CG	70 Outperform	$22.50B	20.62	20.38%	2.21%	81.86%	―
Sector *	64 Neutral	$6.67B	10.93	7.19%	189.25%	24.07%	5.12%
BEN	64 Neutral	$12.99B	35.84	2.84%	5.12%	7.02%	-60.38%

SEI Investments Company Corporate Events

SEI Investments Announces Board Resignation and Appointments

On July 22, 2025, SEI Investments Company announced the resignation of Stephanie D. Miller from its Board of Directors, effective upon acceptance, and the subsequent appointment of Karin Risi and Tom Naratil to the Board. This leadership change is part of SEI’s strategy to enhance its transformation and commitment to long-term growth. Risi and Naratil bring extensive experience in wealth management and financial services, expected to provide strategic insights that will support SEI’s ongoing innovation and adaptation to industry dynamics. Their appointments reflect SEI’s focus on leveraging opportunities for growth in a competitive landscape.

The most recent analyst rating on (SEIC) stock is a Hold with a $71.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.

SEI Investments Sells Family Office Services to Aquiline

On July 1, 2025, SEI Investments Company announced the completion of the sale of its Family Office Services business to Aquiline Capital Partners, effective June 30, 2025. The business will now operate under the name Archway, providing integrated technology and outsourced services for family offices and financial intermediaries. This acquisition is expected to enhance the Archway Platform and drive industry adoption, supporting the success of Archway’s clients.

The most recent analyst rating on (SEIC) stock is a Hold with a $72.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.

SEI Investments Declares Dividend at Annual Meeting

On May 28, 2025, SEI Investments Company held its Annual Meeting of Shareholders where key decisions were made, including the election of directors for terms expiring in 2028 and the approval of executive compensation. Additionally, the appointment of KPMG LLP as the independent registered public accountants for 2025 was ratified. On the same day, SEI’s Board of Directors declared a semi-annual dividend of $0.49 per share, payable on June 17, 2025, to shareholders of record on June 9, 2025.

The most recent analyst rating on (SEIC) stock is a Hold with a $72.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.