SEI Investments Company (SEIC) AI Stock Analysis

• Market Cap: $10.06B
• Dividend Yield: 1.2%
• Average Volume (3M): 769.84K
• Price to Earnings (P/E): 15.0
• Beta (1Y): 1.01
• Revenue Growth: 9.39%
• EPS Growth: 33.17%
• Country: US
• Employees: 5,066
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 1.30
• Shares Outstanding: 123,625,060
• 10 Day Avg. Volume: 666,002
• 30 Day Avg. Volume: 769,842
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 0.99
• Enterprise Value/Revenue: 4.51
• Enterprise Value/Gross Profit: 6.60
• Enterprise Value/Ebitda: 13.13
• 1Y Price Target: $105.25
• Price Target Upside: 28.49% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5

• Rating: 74 Outperform
• Price Target: $92.00 ▲(12.32% Upside)

SEI Investments Company demonstrates a strong financial foundation and positive earnings call sentiment, contributing significantly to its overall score. However, technical indicators suggest caution, and valuation metrics indicate the stock is fairly priced. The absence of notable corporate events further consolidates the focus on financial and earnings performance.

Positive Factors

Strong Financial Position

SEI's strong financial foundation with minimal leverage and effective cash flow management ensures long-term stability and operational resilience.

Strategic Partnerships

The partnership with Graphene enhances SEI's market reach and service offerings, supporting long-term growth and competitive positioning in wealth management.

Record Earnings Growth

Record EPS growth reflects SEI's effective strategy execution and operational efficiency, indicating strong future earnings potential and market confidence.

Negative Factors

Contract Loss in Private Banking

The contract loss in private banking highlights potential vulnerabilities in client retention, which could impact future revenue stability in this segment.

Flat Institutional Revenue

Flat institutional revenue suggests challenges in market expansion and client acquisition, potentially limiting growth in this key business area.

Decreased Operating Cash Flow

A decrease in operating cash flow may constrain SEI's ability to fund new investments and strategic initiatives, affecting long-term growth prospects.

SEI Investments Company Business Overview & Revenue Model

Company Description

SEI Investments Company (SEIC) is a global provider of investment processing, investment management, and investment operations solutions. Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI serves a diverse client base that includes financial institutions, investment managers, and corporations. The company operates primarily in the financial services sector and offers a range of products and services, including asset management, wealth management, and technology solutions designed to enhance operational efficiency and investment performance.

How the Company Makes Money

SEI generates revenue from multiple streams, primarily through asset management fees, technology services, and investment processing fees. The company earns management fees based on the assets under management (AUM) in its investment funds and accounts. Additionally, SEI provides technology solutions and services to financial institutions, charging fees for software licenses, implementation, and ongoing support. The firm also earns revenue from its investment processing services, which include transaction processing, reporting, and compliance services for institutional clients. Strategic partnerships with financial institutions and technology firms enhance SEI's service offerings and contribute to its earnings by expanding its market reach and client base.

SEI Investments Company Financial Statement Overview

Summary

SEI Investments Company exhibits a very strong financial position, characterized by high profitability, efficient operations, and solid balance sheet management. The company is well-positioned to sustain its operations, though it faces moderate growth challenges. Overall, the financials reflect a stable and profitable asset management firm with minimal leverage and effective cash flow management.

Income Statement

The company exhibits a robust financial performance with a strong gross profit margin of 62.3% and a net profit margin of 31.2% in TTM (Trailing-Twelve-Months), indicating high profitability. Revenue growth rate is healthy at 3.78% over the past year, showing consistent business expansion. The EBIT and EBITDA margins are also strong at 27% and 39.9% respectively, highlighting operational efficiency. However, the revenue growth has slowed compared to previous years.

Balance Sheet

SEI Investments Company maintains a solid balance sheet with a low debt-to-equity ratio of 0.01, suggesting minimal leverage and reduced financial risk. The equity ratio is high at 89%, indicating strong equity financing. Return on equity (ROE) is impressive at 29.5%, reflecting efficient use of shareholders' funds. However, there has been a slight reduction in total assets over the past year.

Cash Flow

The company demonstrates strong cash flow management with operating cash flow to net income ratio of 0.93 and free cash flow to net income ratio of 0.88, indicating effective conversion of income into cash. The free cash flow growth rate stands at 7.44%, showing positive cash flow expansion. Despite stable cash flow performance, there has been a decrease in operating cash flow compared to the previous year.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.21B	2.13B	1.92B	1.99B	1.92B	1.68B
Gross Profit	1.51B	1.13B	984.14M	1.05B	1.09B	945.99M
EBITDA	757.00M	822.55M	669.21M	561.23M	646.92M	530.43M
Net Income	689.27M	581.19M	462.26M	475.47M	546.59M	447.29M
Balance Sheet
Total Assets	2.63B	2.68B	2.52B	2.38B	2.35B	2.17B
Cash, Cash Equivalents and Short-Term Investments	778.03M	869.47M	866.03M	885.16M	859.67M	818.69M
Total Debt	29.05M	32.13M	25.35M	29.13M	78.97M	42.64M
Total Liabilities	287.83M	432.49M	388.18M	429.73M	493.94M	427.35M
Stockholders Equity	2.34B	2.25B	2.13B	1.95B	1.86B	1.74B
Cash Flow
Free Cash Flow	607.87M	565.78M	388.24M	491.63M	580.57M	410.12M
Operating Cash Flow	638.32M	622.34M	447.03M	566.12M	633.10M	488.68M
Investing Cash Flow	9.05M	-117.30M	-141.54M	-89.81M	-164.88M	-67.50M
Financing Cash Flow	-683.93M	-494.40M	-331.32M	-437.24M	-422.32M	-482.13M

SEI Investments Company Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 81.91
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEIC, the sentiment is Negative. The current price of 81.91 is below the 20-day moving average (MA) of 83.18, below the 50-day MA of 85.88, and below the 200-day MA of 83.13, indicating a bearish trend. The MACD of -1.29 indicates Negative momentum. The RSI at 41.33 is Neutral, neither overbought nor oversold. The STOCH value of 46.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SEIC.

SEI Investments Company Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JHG	75 Outperform	$6.49B	15.50	8.87%	3.80%	17.59%	-8.81%
SEIC	74 Outperform	$10.06B	14.99	29.38%	1.20%	9.39%	33.17%
AMG	74 Outperform	$6.79B	17.98	13.47%	0.02%	-5.87%	-21.51%
IVZ	71 Outperform	$10.16B	24.36	5.74%	3.61%	6.79%	―
BEN	69 Neutral	$11.77B	43.47	2.16%	5.65%	4.72%	-67.85%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

SEI Investments Company Corporate Events

SEI Investments Reports Strong Q3 2025 Results

SEI Investments Company is a prominent global provider of financial technology, operations, and asset management services within the financial services industry, managing approximately $1.8 trillion in assets as of September 2025.

SEI Investments Announces New $500M Credit Facility

On August 18, 2025, SEI Investments Company announced the establishment of a new five-year senior unsecured revolving credit facility worth $500 million, replacing its previous $325 million facility. This new facility, which can be increased by an additional $250 million under certain conditions, includes covenants that restrict certain corporate activities and requires the company to maintain a specific leverage ratio, impacting its financial flexibility and operational strategy.

The most recent analyst rating on (SEIC) stock is a Buy with a $99.00 price target. To see the full list of analyst forecasts on SEI Investments Company stock, see the SEIC Stock Forecast page.

SEI Investments’ Earnings Call: Strategic Growth and Challenges

SEI Investments’ recent earnings call conveyed a generally positive sentiment, underscored by strategic investments and record sales achievements. The company reported improvements in asset management flows and EPS growth, although it faced challenges such as private banking delays and margin declines. Despite these hurdles, the overall tone remained optimistic, buoyed by strong strategic positioning and leadership expansion.

SEI Investments Reports Strong Q2 2025 Earnings

SEI Investments Company is a global provider of financial technology, operations, and asset management services, primarily serving the financial services industry with tailored solutions to help clients deploy their capital effectively. In its second-quarter 2025 financial results, SEI reported a significant 70% increase in earnings per share compared to the previous year, driven by an 8% rise in revenue and a 9% increase in operating income. The company also benefited from a $94.4 million gain on the sale of its Family Office Services business. Key financial metrics for the quarter included a consolidated operating margin of 27% and a net income increase of 63% year-over-year. SEI’s Investment Managers and Investment Advisors segments showed strong performance, with notable growth in revenues and operating profits. The company also achieved record net sales events, highlighting robust sales pipelines across its business segments. Looking ahead, SEI’s management remains focused on strategic investments in talent, technology, and infrastructure to support sustained growth and enhance capabilities. The addition of two experienced directors to the board is expected to further bolster SEI’s growth strategies.