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SEI Investments Co

SEIC
84.450USD
+0.040+0.05%
Close 02/06, 16:00ETQuotes delayed by 15 min
10.32BMarket Cap
14.65P/E TTM

SEI Investments Co

84.450
+0.040+0.05%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
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: 2026-02-06

Key Insights

SEI Investments Co's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 34 out of 118 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 114.00.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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
34 / 118
Overall Ranking
163 / 4521
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Negative

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 Growth
The company's revenue has grown steadily over the past 3 years, averaging 21.29% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 2.10B.
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 4.22, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 91.55M shares, decreasing 4.34% quarter-over-quarter.
Held by Azvalor Blue Chips FI
Star Investor Azvalor Blue Chips FI holds 3.19K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.12.

Analyst Rating

Based on 6 analysts
Buy
Current Rating
114.000
Target Price
+35.06%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of SEI Investments Co is 7.25, ranking 40 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 557.86M, representing a year-over-year increase of 10.14%, while its net profit experienced a year-over-year increase of 10.74%.

Score

Industry at a Glance

Previous score
7.25
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

5.76

Operational Efficiency

5.64

Growth Potential

6.37

Shareholder Returns

8.50

SEI Investments Co's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of SEI Investments Co is 6.16, ranking 88 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 14.65, which is 46.37% below the recent high of 21.44 and 3.94% above the recent low of 14.07.

Score

Industry at a Glance

Previous score
6.16
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 34/118
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of SEI Investments Co is 7.60, ranking 39 out of 118 in the Investment Banking & Investment Services industry. The average price target is 104.00, with a high of 115.00 and a low of 93.00.

Score

Industry at a Glance

Previous score
7.60
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 6 analysts
Buy
Current Rating
114.000
Target Price
+35.06%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

71
Total
7
Median
8
Average
Company name
Ratings
Analysts
SEI Investments Co
SEIC
6
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
State Street Corp
STT
18
1
2
3
...
14

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

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: 2026-02-06

The current price momentum score of SEI Investments Co is 6.87, ranking 72 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 89.59 and the support level at 81.13, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.88
Change
-0.01

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(2)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.598
Neutral
RSI(14)
46.996
Neutral
STOCH(KDJ)(9,3,3)
22.191
Sell
ATR(14)
2.609
High Vlolatility
CCI(14)
-80.229
Neutral
Williams %R
82.280
Oversold
TRIX(12,20)
0.072
Sell
StochRSI(14)
7.946
Oversold
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
85.524
Sell
MA10
85.959
Sell
MA20
85.801
Sell
MA50
84.218
Buy
MA100
83.562
Buy
MA200
85.062
Sell

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of SEI Investments Co is 7.00, ranking 32 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 74.90%, representing a quarter-over-quarter decrease of 0.26%. The largest institutional shareholder is The Vanguard, holding a total of 11.04M shares, representing 9.04% of shares outstanding, with 1.47% decrease in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
West (Loralee)
12.60M
-2.95%
The Vanguard Group, Inc.
Star Investors
11.24M
+0.28%
Loomis, Sayles & Company, L.P.
8.98M
+1.52%
BlackRock Institutional Trust Company, N.A.
7.94M
+0.62%
Atlanta Capital Management Company, L.L.C.
5.18M
-0.02%
State Street Investment Management (US)
4.54M
-4.40%
West (Alfred Paul JR)
3.37M
+0.12%
Romeo (Carmen V)
2.88M
-0.46%
Geode Capital Management, L.L.C.
2.78M
+8.09%
Managed Account Advisors LLC
2.70M
-0.91%
1
2

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of SEI Investments Co is 9.63, ranking 11 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 0.95. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
9.63
Change
0
Beta vs S&P 500 index
0.95
VaR
+2.22%
240-Day Maximum Drawdown
+16.99%
240-Day Volatility
+26.29%

Return

Best Daily Return
60 days
+4.75%
120 days
+4.75%
5 years
+9.90%
Worst Daily Return
60 days
-5.14%
120 days
-5.14%
5 years
-6.08%
Sharpe Ratio
60 days
+0.43
120 days
-0.40
5 years
+0.48

Risk Assessment

Maximum Drawdown
240 days
+16.99%
3 years
+23.25%
5 years
+27.01%
Return-to-Drawdown Ratio
240 days
+0.33
3 years
+0.78
5 years
+0.29
Skewness
240 days
+0.96
3 years
+0.58
5 years
+0.41

Volatility

Realised Volatility
240 days
+26.29%
5 years
+23.94%
Standardised True Range
240 days
+2.10%
5 years
+1.58%
Downside Risk-Adjusted Return
120 days
-57.04%
240 days
-57.04%
Maximum Daily Upside Volatility
60 days
+19.93%
Maximum Daily Downside Volatility
60 days
+18.24%

Liquidity

Average Turnover Rate
60 days
+0.67%
120 days
+0.73%
5 years
--
Turnover Deviation
20 days
-11.68%
60 days
+27.37%
120 days
+38.61%

Peer Comparison

Investment Banking & Investment Services
SEI Investments Co
SEI Investments Co
SEIC
7.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
State Street Corp
STT
8.63 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
8.34 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
XP Inc
XP Inc
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8.07 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
StoneX Group Inc
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8.02 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
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Tradeweb Markets Inc
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8.00 /10
Score
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