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SEI Investments Company SEIC

Financial — Asset Management
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
49.30
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 2 3 1 1 1 4 1 2 4 3 1
Insider Ownership
18.60%

Capital & Financial Ratios

Market Cap
12,580.00
Revenue
2,450.24
Net Income
715.28
Free Cash Flow
662.24
Net Debt
(241.39)
Current Ratio
5.06
Debt/Equity
0.06
P/E ratio
18.08
P/S ratio
5.15
P/B ratio
4.98
Past 5Y EPS Growth
6.39%
This Y EPS Growth
23.83%
Next Y EPS Growth
10.87%
Next 5Y EPS Growth
15.66%
in millions of $

Dividends

Payout Ratio
0.29
Annual Dividend Rate
0.86
Annual Dividend Yield
1.41%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 1.07
—
2025 1.01
—
—
2024 0.95
—
—
2023 0.89
—
—
2022 0.83
—
—
2021 0.77
—
—
2020 0.72
—
—
2019 0.68
—
—
2018 0.63
—
—
2017 0.58
—
—
2016 0.54
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 835.00 840.19 399.80 395.66
Receivables 557.32 621.75 773.07 843.94
Inventory 31.33 29.58 33.78 25.53
Other 54.46 60.28 66.69 78.10
1,478.12 1,551.81 1,273.34 1,343.23
2023 2024 2025 Q'26
Payables 10.62 13.08 5.40 10.55
ST’ Debt 8.12 7.90 — 3.49
Other — — — —
353.05 380.51 387.21 265.53
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 622.18 641.62 — —
—
’25 551.34 559.60 578.51 607.93
2,297.38
’24 511.58 518.99 537.40 557.19
2,125.15
’23 469.12 489.06 476.76 484.86
1,919.79
’22 581.44 481.67 471.33 456.59
1,991.04
’21 455.69 475.65 485.32 501.65
1,918.31
’20 414.76 400.65 424.93 443.72
1,684.06
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 221.58 125.79 — —
—
’25 146.48 96.53 238.26 126.40
607.66
’24 112.29 114.74 200.04 195.27
622.34
’23 114.36 68.09 163.53 101.05
447.03
’22 260.43 70.19 97.90 137.60
566.12
’21 136.57 188.42 158.88 149.22
633.10
’20 98.97 165.16 132.39 92.16
488.68
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 209.62 111.59 — —
—
’25 131.62 85.64 223.41 117.63
558.29
’24 94.13 100.61 196.67 184.32
575.72
’23 94.68 53.27 148.34 91.95
388.24
’22 244.56 52.43 74.39 120.26
491.64
’21 126.00 171.26 144.62 138.69
580.57
’20 71.84 145.32 117.61 75.34
410.12
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.40 1.59 — —
—
’25 1.17 1.78 1.30 1.38
5.63
’24 0.99 1.05 1.19 1.19
4.41
’23 0.79 0.89 0.87 0.91
3.46
’22 1.36 0.81 0.45 0.83
3.46
’21 0.89 0.93 0.97 1.03
3.81
’20 0.72 0.68 0.75 0.86
3.00

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.4
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 46.30 52.20 61.58 64.66 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 64.29 64.94 87.25 93.96 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,837 5,089 5,098 5,029 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.41 0.38 0.42 0.46 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,991.04 1,919.79 2,125.15 2,297.38 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 100.00% 100.00% 100.00% 100.00% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 609.28 594.66 746.76 916.33 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 30.60% 30.97% 35.14% 39.89% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 475.47 462.26 581.19 717.55 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 87.94 73.97 75.23 77.08 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.63 14.48 16.34 18.52 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 3.49 3.49 4.47 5.76 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.16 3.37 4.78 4.90 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.55) (0.44) (0.36) (0.40) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.61 2.93 4.43 4.50 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.36 16.08 17.31 19.82 ‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 136.07 132.59 130.07 124.08 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.93 18.08 18.45 14.24 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.04 4.35 5.05 4.43 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.11 3.91 4.76 4.14 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.62 3.92 4.66 4.31 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.68 19.40 17.22 17.72 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 566.12 447.03 622.34 607.66 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (74.48) (58.79) (46.62) (49.37) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 491.64 388.24 575.72 558.29 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,055.43 1,125.07 1,171.30 886.13 — — —
Working Cap'
— ‡‡‡‡‡ — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.34 8.12 7.90 108.50 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (824.01) (826.88) (832.29) (291.30) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,953.82 2,131.83 2,252.11 2,459.82 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.07% 18.85% 22.33% 24.07% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 26.32% 20.33% 24.29% 18.08% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.93% 22.63% 26.51% 30.36% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

SEI Investments (SEIC), a fintech powerhouse delivering tech solutions and processing for asset managers and advisors, boasts impressive resilience with revenue climbing 52% over nine years to $2.13 billion in 2024, fueled by efficient operations, recurring fees, and a rebound from market dips. Profitability is rock-solid—100% gross margins, 35% EBT margins, surging free cash flow to $576 million, and elite ROE around 27%—all backed by a fortress balance sheet featuring net cash of $832 million and aggressive share buybacks that have shrunk shares by over 25%. Even through pandemics and rate hikes, SEIC has delivered steady compounding, quadrupling its stock price over the decade.

Yet the stock trades at a compelling discount—forward PE dipping to 12x by 2027, with PS at 5x—well below historical peaks, hinting at undervaluation amid broader market jitters. Analysts forecast robust growth: revenue up 8-13% annually through 2027, EPS jumping 26% to $5.64 by 2026, driven by platform expansions and tailwinds like rate normalization. A notable wrinkle: heavy insider selling totaling $51 million with zero buys, which tempers the enthusiasm despite the cash cow status.

Price targets signal big upside—average 46% potential—positioning SEIC as a quality compounder for retail investors eyeing 10-15% annual EPS gains. With fundamentals aligning for a rebound, is this the dip to buy? Dive into the full analysis for the numbers, risks, and catalysts ahead.

Read full commentary →

SEI Investments Company (SEIC) Latest News

News by impact score

Fine-tune

18 Sep

4 , 5:58 AM
SEI Investments reports record revenue and earnings, supporting future growth and lifting share prices. Record revenue and earnings indicate strong financial results likely to drive growth and boost shares.

10 Sep

3 , 9:00 AM
SEI Investments research indicates 71% of wealthy investors offer advisors untapped opportunity to manage more assets. Research signals potential asset inflows for SEI wealth services but lacks confirmed revenue or strategic shifts.

2 Sep

3 , 11:08 AM
SEI Investments (SEIC) released Q2 earnings, prompting analysis of whether to buy, sell or hold the stock based on results and outlook. Q2 earnings update offers financial details that can shift near-term sentiment but rarely redefine long-term trajectory.

21 Aug

3 , 11:30 AM
SEI Investments (SEIC) stock rose 11.2% since the last earnings report. Post-earnings stock gain signals improved investor sentiment toward SEIC results.

20 Aug

3 , 3:31 PM
SEI Investments (SEIC) outperformed in Q2 earnings among custody bank stocks. Q2 earnings outperformance indicates improved financial results likely to lift short-term market sentiment for SEI Investments.

12 Aug

3 , 9:00 AM
SEI Investments Company expands its Advisor Services ecosystem with integration of AI Assistant Zocks. AI addition to advisor services may improve offerings and client engagement without fundamentally shifting company trajectory.

7 Aug

4 , 8:47 AM
SEI Investments Company posted record quarterly results that drove its shares higher. Record quarterly results signal strong financial performance likely to lift future earnings trajectory and investor sentiment.

6 Aug

3 , 12:00 PM
SEI Investments Company launches ANGU ETF to integrate factor research into traditional index exposure. ANGU ETF launch adds factor-based product to SEI lineup with potential to influence asset inflows and positioning.

4 Aug

3 , 9:00 AM
WTW Investments and SEI partner to expand private markets solutions for defined contribution plans. Partnership expands SEI private markets access for defined contribution plans with moderate effect on operations and positioning.

26 Jul

3 , 5:09 AM
SEI Investments reports higher revenue, executes massive share buybacks, and launches a new ETF, factors that may shift its market narrative and investor outlook. Higher revenue, large-scale buybacks and a new ETF launch can moderately lift SEIC financial results and market perception without fundamentally redefining its long-term trajectory.

25 Jul

4 , 8:17 PM
SEI Investments (SEIC) posts record revenue, indicating its stock could be 35% undervalued. Record revenue signals strong financial performance likely to boost SEIC's market trajectory and sentiment.

23 Jul

4 , 1:00 AM
SEI Investments Co reported record revenue and EPS growth in its Q2 2026 earnings call. Record revenue and EPS growth signals strong financial performance likely to boost market position and investor sentiment.

3 , 10:15 AM
SEI Investments beat Q2 earnings expectations as revenues and assets under management rose year over year. Q2 earnings beat with revenue and AUM growth indicates moderate short-term positive effects on performance and sentiment.

3 app.moby.co, 8:30 AM
SEI Investments Company released a summary of its Q2 2026 earnings call. Q2 2026 earnings results provide updates on financial performance with moderate influence on stock valuation and outlook.

22 Jul

3 , 8:00 PM
SEI Investments Company reported Q2 earnings with analysis of key financial metrics. Q2 earnings and metrics can moderately shift investor views on near-term results.

3 www.marketbeat.com, 6:05 PM
SEI Investments Company held its Q2 earnings call detailing financial results, operational metrics and forward outlook for the asset management and investment services business. Quarterly earnings updates typically influence near-term sentiment and valuation without fundamentally altering long-term company trajectory.

3 , 4:01 PM
SEI Investments Company reported its second-quarter 2026 financial results. Quarterly earnings updates can shift near-term investor sentiment and valuation without fundamentally changing long-term strategy.

15 Jul

3 , 6:09 PM
SEI Investments launches new ETF, positioning SEIC stock as potentially 6% undervalued based on expected inflows and growth. New ETF launch drives moderate asset growth and valuation upside for SEIC without transforming core operations.

3 , 10:00 AM
SEI Investments Company Q2 earnings expected to decline versus prior periods. Expected earnings decline can pressure near-term stock valuation and sentiment.

14 Jul

3 , 12:00 PM
SEI Investments expands its ETF platform by launching the SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS). New ETF launch expands product offerings in factor strategies but delivers only incremental growth for established operations.

8 Jul

3 , 9:46 AM
SEI Investments (SEIC) Q1 earnings prompt buy, sell or hold assessment for investors evaluating stock trajectory. Post-Q1 earnings analysis provides moderate insight into financial performance without indicating transformative shifts.

30 Jun

3 , 9:00 AM
SEI Investments Company expands its SEC-registered transfer agency services. Transfer agency expansion strengthens core operations and may lift revenue modestly.

16 Jun

4 , 8:00 AM
SEI Investments Company launches technology and AI tools designed to increase efficiency for investment managers. AI and technology launch targets core operations and competitive positioning in investment services.

9 Jun

3 PR Newswire, 9:00 AM
SEI Investments Company names Sneha Shah Chief AI Strategist and expands its enterprise AI and data leadership. AI leadership appointment supports incremental innovation and positioning but lacks scale to drive major shifts in performance or trajectory.

27 May

3 Simply Wall St., 9:03 PM
SEI Investments expands into high yield bond and CLO ETFs, altering its core investment strategy and market positioning. ETF product expansion into high yield bonds and CLOs adds new revenue channels and shifts competitive stance in asset management.

25 May

3 GuruFocus.com, 6:48 AM
SEI Investments trades at fund manager valuations despite having evolved into a distinct business model. Shift in business identity relative to valuation may affect investor perception of SEIC trajectory.

19 May

3 PR Newswire, 9:00 AM
SEI converts $1 billion mutual fund into high yield bond and alternative credit ETF named LEND. Conversion of large mutual fund to ETF may moderately shift SEI asset flows and product positioning.

14 May

4 Barrons.com, 4:50 PM
Stratos, a SEI Investments platform, acquired 10 advisory practices managing $4.8 billion in assets to accelerate growth in wealth management, enhance technology integration, and capture more market share. Acquiring $4.8 billion in assets via 10 practices marks a major strategic expansion of SEI's wealth platform, boosting AUM and competitive positioning.

3 www.wealthmanagement.com, 6:00 AM
Stratos Wealth Partners fully acquires 11 partner firms managing $4.8 billion in assets, transitioning them from minority ownership to full integration. Stratos Wealth's acquisition expands assets on SEI's platform by $4.8B, providing moderate revenue growth potential in wealth management services.

30 Apr

4 PR Newswire, 8:00 AM
SEI Investments and Carlyle enhance their partnership to expand private market access across wealth management and retirement channels. Enhancing partnership with Carlyle enables SEIC to significantly grow private market offerings in wealth and retirement sectors.
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