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SEI Investments Co

SEIC
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91.180USD
+1.290+1.44%
Close 05/08, 16:00ETQuotes delayed by 15 min
10.97BMarket Cap
15.19P/E TTM

SEI Investments Co

91.180
+1.290+1.44%
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: 2026-05-08

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 13 out of 116 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 113.40.In the medium term, the stock price is expected to trend up.The company has been performing strongly in the stock market over the past month, which is supported by its 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
13 / 116
Overall Ranking
89 / 4494
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 21.09% 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%.
Overvalued
The company’s latest PB is 4.48, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 91.40M shares, decreasing 5.43% quarter-over-quarter.
Held by Azvalor Blue Chips FI
Star Investor Azvalor Blue Chips FI holds 3.21K 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
113.400
Target Price
+24.25%
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: 2026-05-08

The current financial score of SEI Investments Co is 7.59, ranking 50 out of 116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 566.35M, representing a year-over-year increase of 12.31%, while its net profit experienced a year-over-year increase of 15.16%.

Score

Industry at a Glance

Previous score
7.59
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

6.33

Operational Efficiency

6.14

Growth Potential

6.71

Shareholder Returns

8.76

SEI Investments Co's Company Valuation

Currency: USD Updated: 2026-05-08

The current valuation score of SEI Investments Co is 6.16, ranking 87 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 15.19, which is 41.14% below the recent high of 21.44 and 14.16% above the recent low of 13.04.

Score

Industry at a Glance

Previous score
6.16
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 13/116
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-08

The current earnings forecast score of SEI Investments Co is 7.67, ranking 39 out of 116 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
7.67
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 6 analysts
Buy
Current Rating
113.400
Target Price
+26.15%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

75
Total
7
Median
7
Average
Company name
Ratings
Analysts
SEI Investments Co
SEIC
6
Blackstone Inc
BX
24
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
19
BROOKFIELD ASSET MANAGEMENT LTD
BAM
18
Ares Management Corp
ARES
17
1
2
3
...
15

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: 2026-05-08

The current price momentum score of SEI Investments Co is 9.61, ranking 8 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 97.25 and the support level at 80.73, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.54
Change
0.07

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(1)
Neutral(3)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.332
Buy
RSI(14)
66.603
Neutral
STOCH(KDJ)(9,3,3)
63.834
Neutral
ATR(14)
2.554
High Vlolatility
CCI(14)
29.953
Neutral
Williams %R
14.408
Overbought
TRIX(12,20)
0.669
Sell
StochRSI(14)
42.591
Buy
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
90.860
Buy
MA10
90.864
Buy
MA20
86.760
Buy
MA50
81.947
Buy
MA100
83.014
Buy
MA200
83.845
Buy

Institutional Confidence

Currency: USD Updated: 2026-05-08

The current institutional shareholding score of SEI Investments Co is 7.00, ranking 28 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 75.98%, representing a quarter-over-quarter increase of 1.05%. The largest institutional shareholder is The Vanguard, holding a total of 10.92M shares, representing 9.07% of shares outstanding, with 1.09% 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
11.04M
-1.71%
Loomis, Sayles & Company, L.P.
8.74M
-2.58%
BlackRock Institutional Trust Company, N.A.
7.95M
+0.11%
Atlanta Capital Management Company, L.L.C.
4.63M
-10.52%
State Street Investment Management (US)
4.28M
-5.59%
West (Alfred Paul JR)
3.30M
-1.85%
Geode Capital Management, L.L.C.
2.89M
+3.95%
Romeo (Carmen V)
2.88M
-0.46%
Managed Account Advisors LLC
2.62M
-2.78%
1
2

Risk Assessment

Currency: USD Updated: 2026-05-08

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 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.00. 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
1.00
VaR
+2.30%
240-Day Maximum Drawdown
+19.85%
240-Day Volatility
+25.44%

Return

Best Daily Return
60 days
+7.38%
120 days
+7.38%
5 years
+9.90%
Worst Daily Return
60 days
-3.55%
120 days
-5.14%
5 years
-6.08%
Sharpe Ratio
60 days
+1.62
120 days
+0.79
5 years
+0.53

Risk Assessment

Maximum Drawdown
240 days
+19.85%
3 years
+23.25%
5 years
+27.01%
Return-to-Drawdown Ratio
240 days
+0.44
3 years
+0.85
5 years
+0.37
Skewness
240 days
+0.38
3 years
+0.64
5 years
+0.48

Volatility

Realised Volatility
240 days
+25.44%
5 years
+24.66%
Standardised True Range
240 days
+2.00%
5 years
+1.53%
Downside Risk-Adjusted Return
120 days
+133.27%
240 days
+133.27%
Maximum Daily Upside Volatility
60 days
+23.90%
Maximum Daily Downside Volatility
60 days
+22.58%

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

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SEI Investments Co
SEI Investments Co
SEIC
7.94 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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State Street Corp
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8.71 /10
Score
Financial Health
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Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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8.43 /10
Score
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8.32 /10
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8.27 /10
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