SEI Investments Company (SEIC) AI Stock Analysis

• Market Cap: $10.00B
• Dividend Yield: 1.2%
• Average Volume (3M): 729.97K
• Price to Earnings (P/E): 15.0
• Beta (1Y): 1.01
• Revenue Growth: 9.33%
• EPS Growth: 33.17%
• Country: US
• Employees: 5,066
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 1.30
• Shares Outstanding: 122,439,410
• 10 Day Avg. Volume: 728,859
• 30 Day Avg. Volume: 729,965
• PEG Ratio: 0.66
• Price to Book (P/B): 4.76
• Price to Sales (P/S): 5.05
• P/FCF Ratio: 18.96
• Enterprise Value/Market Cap: 0.99
• Enterprise Value/Revenue: 4.42
• Enterprise Value/Gross Profit: 5.96
• Enterprise Value/Ebitda: 13.86
• 1Y Price Target: $105.25
• Price Target Upside: 27.76% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): 4.98
• Revenue Forecast (FY): $2.31B

• Rating: 76 Outperform
• Price Target: $93.00 ▲(12.89% Upside)

SEI Investments Company scores well due to its strong financial performance and positive earnings call, which highlighted record earnings and strategic wins. However, technical indicators suggest a bearish trend, and valuation metrics indicate the stock is fairly priced. The positive outlook from the earnings call and robust financial health are the most significant factors driving the score.

Positive Factors

Revenue Growth

Consistent revenue growth, even at a moderate pace, indicates a stable market position and potential for future expansion, supporting long-term business sustainability.

Cash Generation

Strong cash generation capabilities enhance financial flexibility, enabling SEI to invest in growth opportunities and weather economic downturns, ensuring long-term stability.

Strategic Initiatives

Investing in AI and tokenization positions SEI at the forefront of technological innovation, potentially driving future growth and maintaining competitive advantage in the financial services sector.

Negative Factors

Contract Loss

Losing significant contracts can impact revenue and market perception, highlighting potential vulnerabilities in client retention and affecting long-term growth prospects.

Flat Institutional Revenue

Flat revenue in the institutional segment indicates challenges in capturing market growth, which could limit overall business expansion and profitability over time.

Severance and M&A Costs

High severance and M&A costs can strain financial resources, reducing profitability and potentially impacting the company's ability to invest in other strategic areas.

SEI Investments Company Business Overview & Revenue Model

Company Description

SEI Investments Company (SEIC) is a global provider of investment processing, investment management, and investment operations solutions. Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI serves a diverse client base that includes financial institutions, investment managers, and corporations. The company operates primarily in the financial services sector and offers a range of products and services, including asset management, wealth management, and technology solutions designed to enhance operational efficiency and investment performance.

How the Company Makes Money

SEI generates revenue from multiple streams, primarily through asset management fees, technology services, and investment processing fees. The company earns management fees based on the assets under management (AUM) in its investment funds and accounts. Additionally, SEI provides technology solutions and services to financial institutions, charging fees for software licenses, implementation, and ongoing support. The firm also earns revenue from its investment processing services, which include transaction processing, reporting, and compliance services for institutional clients. Strategic partnerships with financial institutions and technology firms enhance SEI's service offerings and contribute to its earnings by expanding its market reach and client base.

SEI Investments Company Financial Statement Overview

Summary

SEI Investments Company demonstrates strong financial health with robust profitability, a solid balance sheet, and effective cash flow management. The company is well-positioned for sustainable growth, with minimal financial risk and strong returns on equity.

Income Statement

SEI Investments Company demonstrates strong profitability with a TTM gross profit margin of 74.19% and a net profit margin of 31.09%, indicating efficient cost management and strong bottom-line performance. The revenue growth rate of 1.86% TTM shows moderate growth, but the consistent increase in net income over the years highlights a positive trend. The EBIT and EBITDA margins are robust, reflecting operational efficiency.

Balance Sheet

The company's balance sheet is solid, with a low debt-to-equity ratio of 0.011 TTM, indicating minimal leverage and financial risk. The return on equity of 30.21% TTM is impressive, showcasing effective use of shareholder funds to generate profits. The equity ratio is healthy, suggesting a strong capital structure.

Cash Flow

SEI Investments Company has shown a significant improvement in free cash flow growth at 10.35% TTM, indicating strong cash generation capabilities. The operating cash flow to net income ratio of 2.42 TTM and free cash flow to net income ratio of 0.98 TTM reflect efficient cash conversion and liquidity management.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.25B	2.13B	1.92B	1.99B	1.92B	1.68B
Gross Profit	1.67B	1.13B	984.14M	1.05B	1.09B	945.99M
EBITDA	717.10M	822.55M	669.21M	561.23M	646.92M	530.43M
Net Income	698.58M	581.19M	462.26M	475.47M	546.59M	447.29M
Balance Sheet
Total Assets	2.85B	2.68B	2.52B	2.38B	2.35B	2.17B
Cash, Cash Equivalents and Short-Term Investments	824.06M	869.47M	866.03M	885.16M	859.67M	818.69M
Total Debt	26.32M	32.13M	25.35M	29.13M	78.97M	42.64M
Total Liabilities	425.70M	432.49M	388.18M	429.73M	493.94M	427.35M
Stockholders Equity	2.40B	2.25B	2.13B	1.95B	1.86B	1.74B
Cash Flow
Free Cash Flow	670.76M	565.78M	388.24M	491.63M	580.57M	410.12M
Operating Cash Flow	681.71M	622.34M	447.03M	566.12M	633.10M	488.68M
Investing Cash Flow	-19.62M	-117.30M	-141.54M	-89.81M	-164.88M	-67.50M
Financing Cash Flow	-700.48M	-494.40M	-331.32M	-437.24M	-422.32M	-482.13M

SEI Investments Company Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 82.38
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• 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 82.38 is above the 20-day moving average (MA) of 81.80, below the 50-day MA of 84.68, and below the 200-day MA of 83.15, indicating a neutral trend. The MACD of -0.92 indicates Negative momentum. The RSI at 48.45 is Neutral, neither overbought nor oversold. The STOCH value of 56.95 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	76 Outperform	$10.00B	15.01	29.38%	1.20%	9.33%	33.17%
IVZ	74 Outperform	$10.36B	15.74	7.29%	3.46%	6.64%	―
AMG	73 Outperform	$7.14B	15.35	15.95%	0.02%	1.03%	8.24%
JHG	73 Outperform	$6.69B	12.74	11.10%	3.67%	14.48%	34.97%
BEN	70 Neutral	$11.73B	43.32	2.16%	5.62%	4.72%	-67.85%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

SEI Investments Company Corporate Events

SEI Investments Expands Stock Repurchase Program

On October 20, 2025, SEI Investments Company‘s Board of Directors approved an increase in its stock repurchase program by $650 million, bringing the total authorization to approximately $773 million. This strategic move reflects SEI’s commitment to enhancing shareholder value and may positively impact its market positioning by demonstrating financial strength and confidence in its future prospects.

The most recent analyst rating on (SEIC) stock is a Hold with a $93.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.

SEI Investments’ Earnings Call: Record EPS and Strategic Wins

SEI Investments Reports Record Earnings Amid Strategic Wins and Challenges

SEI Investments Reports Strong Q3 2025 Results

SEI Investments Company is a prominent global provider of financial technology, operations, and asset management services within the financial services industry, managing approximately $1.8 trillion in assets as of September 2025.

SEI Investments Announces New $500M Credit Facility

On August 18, 2025, SEI Investments Company announced the establishment of a new five-year senior unsecured revolving credit facility worth $500 million, replacing its previous $325 million facility. This new facility, which can be increased by an additional $250 million under certain conditions, includes covenants that restrict certain corporate activities and requires the company to maintain a specific leverage ratio, impacting its financial flexibility and operational strategy.

The most recent analyst rating on (SEIC) stock is a Buy with a $99.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.