SEI Investments Company

SEIC Financial Asset Management

SEI Investments Company’s revenue for fiscal 2025 (year ended December 2025) was $2.3 billion, up 8.10% from fiscal 2024. In the quarter to June 2026, revenue grew 14.7%, EPS fell 10.4%, free cash flow grew 30.3% and total debt rose 1,852.8%, each against the same quarter a year earlier. Dividend growth for ten consecutive years.

104.40 0.87 −0.83%
Market cap
$12.6B
P/E
18.0×
Fwd P/E
15.6×
Dividend yield
1.00%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Total sells 53.04
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 2 3 1 1 1 4 1 2 4 3 3 —
Insider Ownership 18.56%

Capital & Financial Ratios $m

Market Cap 12,630.00
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 18.00
Fwd P/E 15.60
P/S ratio 5.13
P/B ratio 4.95
Past 5Y EPS Growth 13.42%
This Y EPS Growth 23.82% (at or above 15%: strong)
Next Y EPS Growth 11.14%
Next Y revenue growth 12.35% (at or above 10%: strong)
Next 5Y EPS Growth 15.79% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 47.77%
10-year low 10-year high
P/S against its own 10 years 60.56%
10-year low 10-year high
P/B against its own 10 years 60.74%
10-year low 10-year high

Dividends

Payout Ratio 0.18
Annual Dividend Rate 1.04
Annual Dividend Yield 1.00%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.07
0.52
2025 1.01
0.49
0.52
2024 0.95
0.46
0.49
2023 0.89
0.43
0.46
2022 0.83
0.40
0.43
2021 0.77
0.37
0.40
2020 0.72
0.35
0.37
2019 0.68
0.33
0.35
2018 0.63
0.30
0.33
2017 0.58
0.28
0.30
2016 0.54
0.26
0.28
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 835 840 400 396
Receivables 557 622 773 844
Inventory 31 30 34 26
Other 54 60 67 78
1,478 1,552 1,273 1,343
2023 2024 2025 Q'26
Payables 11 13 5 11
ST’ Debt 8 8 — 3
Other — — — —
353 381 387 266

Compound Annual Growth %

10y 5y 3y
Sales 5.58% 6.41% 4.89%
Cash Flow 4.08% 4.45% 2.39%
Earnings 7.99% 9.85% 14.58%
Book Value 6.67% 7.17% 7.98%

Revenue $m

Mar Jun Sep Dec Year
’26 622 642 — — —
’25 551 560 579 608 2,297
’24 512 519 537 557 2,125
’23 469 489 477 485 1,920
’22 581 482 471 457 1,991
’21 456 476 485 502 1,918
’20 415 401 425 444 1,684
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 222 126 — — —
’25 146 97 238 126 608
’24 112 115 200 195 622
’23 114 68 164 101 447
’22 260 70 98 138 566
’21 137 188 159 149 633
’20 99 165 132 92 489
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 210 112 — — —
’25 132 86 223 118 558
’24 94 101 197 184 576
’23 95 53 148 92 388
’22 245 52 74 120 492
’21 126 171 145 139 581
’20 72 145 118 75 410
Fiscal quarters ending in the months shown.

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
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 32.01 47.88 42.27 44.18 35.41 52.12 46.30 52.20 61.58 64.66

Analyst estimates 2026–2028

Powerpack
High 52.54 72.48 78.35 67.14 69.61 65.22 64.29 64.94 87.25 93.96
People
People Employees 3,243 3,650 3,852 3,756 3,988 4,406 4,837 5,089 5,098 5,029
Revenue/emp, $m 0.43 0.42 0.42 0.44 0.42 0.44 0.41 0.38 0.42 0.46
Income, $m
Income, $m Revenue 1,402 1,527 1,624 1,650 1,684 1,918 1,991 1,920 2,125 2,297
Gross margin, % 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00
EBT 508 557 614 631 569 694 609 595 747 916
EBT margin, % 36.28 36.49 37.82 38.27 33.77 36.16 30.60 30.97 35.14 39.89
Net income 334 404 506 501 447 547 475 462 581 718
Depreciation 72 76 78 81 84 93 88 74 75 77
Per share, $
Per share, $ Revenue 8.69 9.65 10.37 10.89 11.48 13.58 14.63 14.48 16.34 18.52
Earnings 2.07 2.56 3.23 3.31 3.05 3.87 3.49 3.49 4.47 5.76
Cash flow 2.69 2.91 3.76 3.60 3.33 4.48 4.16 3.37 4.78 4.90
Capex (0.51) (0.55) (0.47) (0.51) (0.54) (0.37) (0.55) (0.44) (0.36) (0.40)
Free cash flow 2.18 2.36 3.29 3.09 2.80 4.11 3.61 2.93 4.43 4.50
Book value 8.08 9.34 10.17 11.47 11.86 13.18 14.36 16.08 17.31 19.82
Shares, m 161 158 157 152 147 141 136 133 130 124
Valuation, ×
Valuation, × P/E 24.27 28.06 14.30 19.78 18.84 15.79 16.93 18.08 18.45 14.24
P/S 5.78 7.44 4.45 6.01 5.01 4.49 4.04 4.35 5.05 4.43
P/B 6.22 7.69 4.54 5.71 4.85 4.62 4.11 3.91 4.76 4.14
EV/Sales 5.28 6.97 4.00 5.51 4.56 4.08 3.62 3.92 4.66 4.31
EV/FCF 21.01 28.52 12.61 19.42 18.74 13.48 14.68 19.40 17.22 17.72
Cash, $m
Cash, $m Operating cash flow 434 460 588 545 489 633 566 447 622 608
Capex (82) (87) (73) (77) (79) (53) (74) (59) (47) (49)
Free cash flow 352 373 515 468 410 581 492 388 576 558
Balance, $m
Balance, $m Working capital 788 865 895 1,011 984 1,048 1,055 1,125 1,171 886
Total debt — 30 — 10 43 51 29 8 8 109
Net debt (699) (718) (758) (835) (745) (781) (824) (827) (832) (291)
Shareholders’ equity 1,303 1,477 1,593 1,739 1,740 1,861 1,954 2,132 2,252 2,460
Returns, %
Returns, % ROA 20.70 23.17 26.45 24.32 20.71 24.18 20.07 18.85 22.33 24.07
ROIC 38.88 32.68 33.08 31.83 28.00 32.02 26.32 20.33 24.29 18.08
ROE 25.75 29.09 32.96 30.10 25.72 30.36 24.93 22.63 26.51 30.36
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

SEI Investments Company vs peers in Asset Management (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
BEN Franklin Resources Inc $15.9B 21.1× 18.2× +14.26% (above 0%: growing) +106.67% (above 0%: growing) −55.71% (below 0%: shrinking) 100.00% 9.15% Compare
CRBG Corebridge Financial, Inc. $15.4B 20.1× 7.5× +43.58% (above 0%: growing) n/m +83.01% (above 0%: growing) 31.27% 4.68% Compare
EQH Equitable Holdings, Inc. $14.6B — (loss-making) 6.8× −29.81% (below 0%: shrinking) n/m +89.52% (above 0%: growing) 50.84% (26.36%) Compare
OWL Blue Owl Capital Inc. $14.0B 73.8× 28.8× +7.10% (above 0%: growing) −33.33% (below 0%: shrinking) +9.82% (above 0%: growing) 100.00% 15.46% Compare
ARCC Ares Capital Corporation $13.6B 13.9× 12.0× +3.09% (above 0%: growing) −53.85% (below 0%: shrinking) +254.13% (above 0%: growing) 100.00% 75.65% Compare
CG Carlyle Group Inc. $13.1B 36.0× 11.9× −28.57% (below 0%: shrinking) −57.30% (below 0%: shrinking) +82.56% (above 0%: growing) 100.00% 39.97% Compare
IVZ Invesco Ltd. $12.7B — (loss-making) 11.1× +20.46% (above 0%: growing) n/m +32.67% (above 0%: growing) 65.65% 19.95% Compare
SEIC SEI Investments Company $12.6B 18.0× 15.6× +14.66% (above 0%: growing) −10.44% (below 0%: shrinking) +30.30% (above 0%: growing) 100.00% 30.71%
AMG Affiliated Managers Group, Inc. $9.9B 12.3× 14.3× +29.91% (above 0%: growing) +138.18% (above 0%: growing) +4.18% (above 0%: growing) 100.00% 30.36% Compare
Median of peers $13.8B 20.6× 12.0× +10.68% −33.33% +57.61% 100.00% 17.70%

All 120 Asset Management stocks →

SEI Investments Company (SEIC) key facts

  • Strength: SEI Investments Company’s revenue for fiscal 2025 (year ended December 2025) was $2.3 billion, up 8.10% from fiscal 2024.
  • Strength: Net income was $717.6 million, or $5.76 per share (basic), a net margin of 31.1%.
  • SEI Investments Company (SEIC) is an Asset Management company in the Financial sector, listed on Nasdaq.
  • As of October 16, 2026, SEIC traded at $104.40, a market capitalization of $12.6 billion.
  • At that price the stock trades at 18.0× trailing-twelve-month earnings and 5.1× sales; its P/E is higher than 48% of its own readings over the past ten years.
  • SEI Investments Company pays an annual dividend of $1.04 per share, a yield of 1.00%, with a payout ratio of 18.3%.
  • Return on equity was 30.4% and debt-to-equity 0.06.
  • Its Piotroski F-score is 4 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

SEI Investments Company (SEIC) Latest News

7 Aug

stockrow.com/SEIC · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com