SEI Investments Company (SEIC) AI Stock Analysis

• Market Cap: $10.22B
• Dividend Yield: 1.18%
• Average Volume (3M): 538.63K
• Price to Earnings (P/E): 15.3
• Beta (1Y): 0.96
• 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: 597,682
• 30 Day Avg. Volume: 538,631
• 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: 0.97
• Enterprise Value/Revenue: 4.42
• Enterprise Value/Gross Profit: 7.39
• Enterprise Value/Ebitda: 10.95
• 1Y Price Target: $106.25
• Price Target Upside: 27.34% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): 4.99
• Revenue Forecast (FY): $2.31B

• Rating: 79 Outperform
• Price Target: $96.00 ▲(15.05% Upside)

SEI Investments Company is well-positioned with strong financial performance and strategic initiatives supporting growth. Positive earnings call highlights and corporate events further enhance its outlook. Technical indicators suggest bullish momentum, though valuation metrics indicate the stock is fairly valued.

Positive Factors

Strong Financial Health

SEI's strong financial health, characterized by low leverage and high profitability, provides a solid foundation for sustainable growth and resilience against economic fluctuations.

Strategic Acquisition

The acquisition of Stratos Wealth Holdings enhances SEI's capabilities in technology and asset management, aligning with industry trends and supporting long-term growth.

Record Earnings Growth

Record earnings growth indicates strong operational performance and effective strategic initiatives, reinforcing SEI's competitive position in the market.

Negative Factors

Contract Loss in Private Banking

The contract loss in private banking could impact revenue growth and highlights potential vulnerabilities in client retention strategies.

Flat Institutional Revenue

Flat institutional revenue suggests challenges in market expansion and may indicate limited growth opportunities in this segment.

Severance and M&A Costs

High severance and M&A costs could pressure margins and reflect integration challenges, potentially affecting short-term financial performance.

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 generates revenue through multiple key streams, notably by charging fees for its investment management and investment processing services. These fees can be based on a percentage of assets under management (AUM), transaction fees, and administrative fees associated with fund services. Additionally, SEIC earns revenue from technology solutions provided to clients, which may involve subscription models or service-based pricing. Significant partnerships with financial institutions and asset managers enhance its distribution capabilities and client base, contributing to its earnings. The company also benefits from economies of scale as it grows its AUM, leading to increased revenue from existing clients and attracting new clients through its comprehensive service offerings.

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	1.34B	1.13B	984.14M	1.05B	1.09B	945.99M
EBITDA	907.81M	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	641.24M	565.78M	388.24M	491.63M	580.57M	410.12M
Operating Cash Flow	676.53M	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: Positive
• Last Price: 83.44
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Positive
• 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 Positive. The current price of 83.44 is above the 20-day moving average (MA) of 81.35, above the 50-day MA of 81.55, and above the 200-day MA of 83.03, indicating a bullish trend. The MACD of 0.47 indicates Negative momentum. The RSI at 60.13 is Neutral, neither overbought nor oversold. The STOCH value of 74.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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	$10.22B	15.34	29.38%	1.18%	9.33%	33.17%
IVZ	78 Outperform	$12.02B	18.33	7.29%	3.09%	6.64%	―
AMG	74 Outperform	$7.85B	17.04	15.95%	0.01%	1.08%	8.24%
BEN	74 Outperform	$12.50B	26.32	3.84%	5.33%	2.31%	5.71%
JHG	73 Outperform	$7.11B	13.54	11.10%	3.46%	14.48%	34.97%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

SEI Investments Company Corporate Events

SEI Investments Declares Dividend Reflecting Shareholder Commitment

SEI Investments Company has announced the planned resignation of its founder and Executive Chairman, Alfred P. West, Jr., effective January 1, 2026, after a transformative 57-year career. West, who scaled SEI from a Pennsylvania-based financial technology startup to a global leader in the financial services industry, will take on the honorary role of Chairman Emeritus. To ensure a seamless leadership transition, independent board member Carl Guarino has been appointed as non-executive Chairman, beginning January 2026. Additionally, on December 12, 2025, SEI’s Board declared a dividend of $0.52 per share to be paid on January 12, 2026, reflecting the company’s continued commitment to delivering shareholder value.

SEI Investments Completes First Stage of Stratos Acquisition

On December 3, 2025, SEI Investments Company announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million. This acquisition represents about 81% of the total transaction value, with the second stage involving the purchase of the Mexico-based NSC business expected to close in 2026. The partnership aims to enhance SEI’s ecosystem by integrating Stratos’ advice platform, which aligns with trends in fee-based wealth management and respects advisor independence. This move is expected to bolster SEI’s capabilities in technology, custody, operations, and asset management, ultimately driving sustainable growth and helping advisors scale their businesses.

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.