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SEI Investments Co

SEIC

90.520USD

+0.190+0.21%
Close 08/27, 16:00ETQuotes delayed by 15 min
11.20BMarket Cap
18.62P/E TTM

SEI Investments Co

90.520

+0.190+0.21%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-27

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 an average 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.

Score

Industry at a Glance

Industry Ranking
26 / 524
Overall Ranking
56 / 4755
Industry
Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 6 analysts
Buy
Current Rating
103.000
Target Price
+14.03%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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%.
Undervalued
The company’s latest PE is 16.70, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 113.74M shares, decreasing 2.22% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 11.21M shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.03.

Financial Health

Currency: USD Updated2025-08-27

The company's current financial score is 7.66, which is higher than the Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 504.29M, representing a year-over-year increase of 8.16%, while its net profit experienced a year-over-year increase of 15.31%.

Score

Industry at a Glance

Previous score
7.66
Change
0

Financials

8.30

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

7.20

Operational Efficiency

7.55

Growth Potential

7.19

Shareholder Returns

8.07

Valuation Dimension

Currency: USD Updated2025-08-27

The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 16.70, which is 13.16% below the recent high of 18.89 and -2.12% above the recent low of 17.05.

Score

Industry at a Glance

Previous score
6.40
Change
-0.8

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 26/524
No Data

Forecast

Currency: USD Updated2025-08-27

The company’s current earnings forecast score is 7.33, which is lower than the Banking & Investment Services industry's average of 7.34. 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
0

Support & Resistance

No Data

Analyst Rating

Based on 6 analysts
Buy
Current Rating
103.000
Target Price
+14.03%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

68
Total
6
Median
7
Average
Company name
Ratings
Analysts
SEI Investments Co
SEIC
6
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
17
1
2
3
...
14

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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

Momentum

Currency: USD Updated2025-08-27

The company’s current price momentum score is 9.29, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 92.48 and the support level at 87.05, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.22
Change
0.07

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(1)
Neutral(3)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
0.579
Neutral
RSI(14)
59.155
Neutral
STOCH(KDJ)(9,3,3)
83.590
Neutral
ATR(14)
1.132
Low Volatility
CCI(14)
162.187
Buy
Williams %R
11.209
Overbought
TRIX(12,20)
-0.015
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
89.754
Buy
MA10
89.100
Buy
MA20
88.416
Buy
MA50
89.287
Buy
MA100
84.561
Buy
MA200
82.810
Buy

Institutional Confidence

Currency: USD Updated2025-08-27

The company’s current institutional recognition score is 10.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 92.00%, representing a quarter-over-quarter decrease of 2.57%. 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
10.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
West (Loralee)
12.60M
-2.95%
The Vanguard Group, Inc.
Star Investors
11.42M
-1.20%
Loomis, Sayles & Company, L.P.
8.72M
-1.33%
BlackRock Institutional Trust Company, N.A.
8.93M
-0.82%
Atlanta Capital Management Company, L.L.C.
5.23M
+3.17%
State Street Global Advisors (US)
5.74M
+0.97%
West (Alfred Paul JR)
3.37M
-4.02%
Romeo (Carmen V)
2.89M
-0.08%
Managed Account Advisors LLC
2.74M
-0.02%
Beutel, Goodman & Company Ltd.
2.68M
+0.44%
1
2

Risk Assessment

Currency: USD Updated2025-08-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the 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 company’s current risk assessment score is 5.79, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 0.98. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.79
Change
0
Beta vs S&P 500 index
0.98
VaR
+2.19%
240-Day Maximum Drawdown
+23.25%
240-Day Volatility
+26.16%
Return
Best Daily Return
60 days
+2.77%
120 days
+9.90%
5 years
+9.90%
Worst Daily Return
60 days
-2.05%
120 days
-6.08%
5 years
-11.00%
Sharpe Ratio
60 days
+1.55
120 days
+1.31
5 years
+0.64
Risk Assessment
Maximum Drawdown
240 days
+23.25%
3 years
+23.25%
5 years
+27.01%
Return-to-Drawdown Ratio
240 days
+1.57
3 years
+1.30
5 years
+0.48
Skewness
240 days
+1.01
3 years
+0.91
5 years
+0.09
Volatility
Realised Volatility
240 days
+26.16%
5 years
+24.35%
Standardised True Range
240 days
+1.82%
5 years
+1.44%
Downside Risk-Adjusted Return
120 days
+205.73%
240 days
+205.73%
Maximum Daily Upside Volatility
60 days
+13.95%
Maximum Daily Downside Volatility
60 days
+13.50%
Liquidity
Average Turnover Rate
60 days
+0.80%
120 days
+0.74%
5 years
--
Turnover Deviation
20 days
-3.21%
60 days
+52.16%
120 days
+40.14%

Peers

Currency: USD Updated2025-08-27
SEI Investments Co
SEI Investments Co
SEIC
7.66 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.13 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
Wintrust Financial Corp
WTFC
8.01 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
Synchrony Financial
SYF
7.98 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.97 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
7.93 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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