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SEI Investments Co

SEIC

81.220USD

-2.890-3.44%

Close 10/10, 16:00（ET）Quotes delayed by 15 min

10.05BMarket Cap

14.58P/E TTM



SEI Investments Co

81.220

-2.890-3.44%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of SEI Investments Co

Currency: USD Updated: 2025-10-10

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

SEI Investments Co's Score

Industry at a Glance

Industry Ranking

38 / 117

Overall Ranking

142 / 4697

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 6 analysts

Buy

Current Rating

105.000

Target Price

+29.28%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

SEI Investments Co Highlights

StrengthsRisks

SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 22.24.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 21.18%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 21.18%.

Fairly Valued

The company’s latest PB is 4.30, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 91.90M shares, decreasing 5.14% quarter-over-quarter.

Held by Chuck Royce

Star Investor Chuck Royce holds 1.23M shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.12.

Financial Health

Currency: USD Updated: 2025-10-10

The company's current financial score is 7.63, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 510.53M, representing a year-over-year increase of 7.81%, while its net profit experienced a year-over-year increase of 63.23%.

Score

Industry at a Glance

Previous score

7.63

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.78

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.26

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

6.24

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.89

Key Metrics

Free cash flow

No Data

SEI Investments Co's Company Valuation

Currency: USD Updated: 2025-10-10

The company’s current valuation score is 6.16, which is lower than the Investment Banking & Investment Services industry's average of 7.18. Its current P/E ratio is 14.98, which is 43.12% below the recent high of 21.44 and 14.65% above the recent low of 12.79.

Score

Industry at a Glance

Previous score

6.16

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 38/117

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-10

The company’s current earnings forecast score is 7.33, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The average price target for SEI Investments Co is 101.00, with a high of 118.00 and a low of 93.00.

Score

Industry at a Glance

Previous score

7.33

Change

Support & Resistance

No Data

Analyst Rating

Based on 6 analysts

Buy

Current Rating

105.000

Target Price

+29.28%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

SEI Investments Co

SEIC

Blackstone Inc

KKR & Co Inc

KKR

BlackRock Inc

BLK

Carlyle Group Inc

Ares Management Corp

ARES

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-10

The company’s current price momentum score is 6.50, which is lower than the Investment Banking & Investment Services industry's average of 6.65. Sideways: Currently, the stock price is trading between the resistance level at 85.93 and the support level at 78.81, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.58

Change

-0.08

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(4)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.479

Sell

RSI(14)

27.038

Sell

STOCH(KDJ)(9,3,3)

16.766

Sell

ATR(14)

1.593

Low Volatility

CCI(14)

-249.416

Oversold

Williams %R

98.263

Oversold

TRIX(12,20)

-0.165

Sell

StochRSI(14)

0.000

Oversold

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

84.004

Sell

MA10

84.484

Sell

MA20

85.415

Sell

MA50

87.061

Sell

MA100

87.453

Sell

MA200

83.409

Sell

Institutional Confidence

Currency: USD Updated: 2025-10-10

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 5.74. The latest institutional shareholding proportion is 74.33%, representing a quarter-over-quarter decrease of 19.20%. The largest institutional shareholder is The Vanguard, holding a total of 11.21M shares, representing 9.06% of shares outstanding, with 0.50% decrease in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

West (Loralee)

12.60M

-2.95%

The Vanguard Group, Inc.

Star Investors

11.21M

-1.85%

Loomis, Sayles & Company, L.P.

8.84M

+1.39%

BlackRock Institutional Trust Company, N.A.

7.89M

-11.64%

Atlanta Capital Management Company, L.L.C.

5.18M

-0.88%

State Street Global Advisors (US)

4.75M

-17.29%

West (Alfred Paul JR)

3.37M

-4.02%

Romeo (Carmen V)

2.89M

-0.08%

Managed Account Advisors LLC

2.72M

-0.58%

Beutel, Goodman & Company Ltd.

2.60M

-2.80%

Risk Assessment

Currency: USD Updated: 2025-10-10

The company’s current risk assessment score is 9.55, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The company's beta value is 0.96. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.