SEI Investments Company (SEIC) AI Stock Analysis

• Market Cap: $10.63B
• Dividend Yield: 1.15%
• Average Volume (3M): 721.06K
• Price to Earnings (P/E): 16.2
• Beta (1Y): 0.99
• Revenue Growth: 10.55%
• EPS Growth: 40.74%
• Country: US
• Employees: 5,066
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 1.20
• Shares Outstanding: 123,625,060
• 10 Day Avg. Volume: 912,698
• 30 Day Avg. Volume: 721,059
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.01
• Enterprise Value/Revenue: 4.85
• Enterprise Value/Gross Profit: 7.10
• Enterprise Value/Ebitda: 14.12
• 1Y Price Target: $103.17
• Price Target Upside: 21.23% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 7

• Rating: 76 Outperform
• Price Target: $97.00 ▲(13.98% Upside)

SEI Investments Company demonstrates strong financial performance and strategic growth initiatives, particularly in the Investment Manager segment. While technical indicators suggest short-term challenges, the company's long-term prospects remain positive due to strategic investments and effective management. The valuation is fair, supporting a stable outlook.

Positive Factors

Strategic Investments

The investment in Stratos enhances SEI's platform for advisers, potentially driving long-term shareholder value by expanding its advisory capabilities.

Record Net Sales

Achieving record net sales in the Investment Manager segment indicates strong market demand and effective sales strategies, supporting sustained revenue growth.

Board Strengthening

The addition of experienced board members from Vanguard and UBS strengthens SEI's leadership, potentially enhancing strategic decision-making and governance.

Negative Factors

Margin Decline

Margin declines from increased investments may pressure short-term profitability, though they are aimed at supporting long-term growth.

Private Banking Delays

Delays in private banking sales due to market volatility could impact revenue consistency, reflecting challenges in adapting to market conditions.

Sequential Revenue Challenges

Flat sequential revenue growth suggests potential challenges in maintaining momentum, which could affect future earnings if not addressed.

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 exhibits a very strong financial position, characterized by high profitability, efficient operations, and solid balance sheet management. The company is well-positioned to sustain its operations, though it faces moderate growth challenges. Overall, the financials reflect a stable and profitable asset management firm with minimal leverage and effective cash flow management.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.21B	2.13B	1.92B	1.99B	1.92B	1.68B
Gross Profit	1.51B	1.13B	984.14M	1.05B	1.09B	945.99M
EBITDA	757.00M	822.55M	669.21M	561.23M	646.92M	530.43M
Net Income	689.27M	581.19M	462.26M	475.47M	546.59M	447.29M
Balance Sheet
Total Assets	2.63B	2.68B	2.52B	2.38B	2.35B	2.17B
Cash, Cash Equivalents and Short-Term Investments	778.03M	869.47M	866.03M	885.16M	859.67M	818.69M
Total Debt	29.05M	32.13M	25.35M	29.13M	78.97M	42.64M
Total Liabilities	287.83M	432.49M	388.18M	429.73M	493.94M	427.35M
Stockholders Equity	2.34B	2.25B	2.13B	1.95B	1.86B	1.74B
Cash Flow
Free Cash Flow	607.87M	565.78M	388.24M	491.63M	580.57M	410.12M
Operating Cash Flow	638.32M	622.34M	447.03M	566.12M	633.10M	488.68M
Investing Cash Flow	9.05M	-117.30M	-141.54M	-89.81M	-164.88M	-67.50M
Financing Cash Flow	-683.93M	-494.40M	-331.32M	-437.24M	-422.32M	-482.13M

SEI Investments Company Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 85.10
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEIC, the sentiment is Negative. The current price of 85.1 is below the 20-day moving average (MA) of 86.96, below the 50-day MA of 88.12, and above the 200-day MA of 83.09, indicating a neutral trend. The MACD of -0.71 indicates Positive momentum. The RSI at 41.35 is Neutral, neither overbought nor oversold. The STOCH value of 16.57 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SEIC.

SEI Investments Company Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JHG	79 Outperform	6.92B	16.71	8.80%	3.56%	17.59%	-8.81%
SEIC	76 Outperform	$10.63B	16.18	30.06%	1.15%	10.55%	40.74%
IVZ	74 Outperform	9.89B	23.82	5.32%	3.71%	6.79%	―
AMG	74 Outperform	6.74B	17.85	15.29%	0.02%	-5.87%	-21.51%
BEN	67 Neutral	12.24B	45.22	2.53%	5.43%	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 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.

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.

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.