SEI Investments
SEIC
Market cap $9.02B

69.48 USD

+0.14

0.2%

At close Oct 4, 4:00 PM EDT

After hours

69.48

+0.00

0%

1 day

0.20%

5 days

0.27%

1 month

3.78%

3 months

6.86%

6 months

-0.74%

Year to date

10.43%

1 year

20.35%

5 years

19.88%

About: SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of December 2023, SEI (including LSV) manages, administers, or advises about $1.4 trillion in assets.

Employees: 5,089

Financials Security Brokers, Dealers & Flotation Companies

0

Funds holding %

of 6,728 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

4% more funds holding

Funds holding: 465 [Q1] → 484 (+19) [Q2]

7% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 163

5.18% less ownership

Funds ownership: 75.77% [Q1] → 70.6% (-5.18%) [Q2]

16% less capital invested

Capital invested by funds: $7.15B [Q1] → $6B (-$1.15B) [Q2]

29% less call options, than puts

Call options by funds: $9.87M | Put options by funds: $13.8M

50% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$71

2%

upside

Avg. target

$72

4%

upside

High target

$73

5%

upside

3 analyst ratings

0 positive

0%

3 neutral

100%

0 negative

0%

Keefe, Bruyette & Woods Aidan Hall 100% 1-year accuracy 5 / 5 met price target	5%upside $73	Market Perform Reiterated	25 Jul 2024
Piper Sandler Crispin Love 92% 1-year accuracy 12 / 13 met price target	2%upside $71	Neutral Maintained	25 Jul 2024
Piper Sandler Crispin Love 92% 1-year accuracy 12 / 13 met price target	4%upside $72	Neutral Maintained	10 Jul 2024

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about SEIC published over the past 30 days

Zacks Investment Research

3 Investment Management Stocks to Watch Despite Industry Woes

Despite volatile flows, relatively high interest rates will aid Zacks Investment Management stocks like BlackRock (BLK), SEI Investments (SEIC) and Affiliated Managers (AMG).

3 Investment Management Stocks to Watch Despite Industry Woes

Zacks Investment Research

SEI (SEIC) Upgraded to Buy: What Does It Mean for the Stock?

SEI (SEIC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

SEI (SEIC) Upgraded to Buy: What Does It Mean for the Stock?

Trinity Financial Partners Hits Growth Milestone with SEI

Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth OAKS, Pa. , Sept. 24, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Trinity Financial Partners (Trinity) surpassed $500 million in assets under advisement (AUA), marking a major growth milestone.

Trinity Financial Partners Hits Growth Milestone with SEI

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership OAKS, Pa. , Sept. 17, 2024 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced that Knights of Columbus Asset Advisors® (KoCAA) expanded their strategic partnership across technology, operations, asset management, and advisor services for KoCAA's individual and institutional wealth management business.

Knights of Columbus Asset Advisors Selects SEI for Custody and Technology

Diversified Celebrates Major Milestone with SEI

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth OAKS, Pa. , Sept. 12, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Diversified, LLC (Diversified) celebrated a major growth milestone, surpassing $2 billion in client assets under management (AUM) as of June 30, 2024.

Diversified Celebrates Major Milestone with SEI

Zacks Investment Research

SEI Investments Collaborates With KKR to Boost Alternative Investments

SEIC introduces investment vehicles from KKR into its platform to offer greater access to alternative investments and better processing efficiency.

SEI Investments Collaborates With KKR to Boost Alternative Investments

SEI Adds KKR to Alternative Investments Access Platform

Industry Trend for Increased Access to Alternatives Presents Growth Opportunity OAKS, Pa. , Sept. 10, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that investment vehicles from KKR, a leading global investment firm, will be available on SEI's platform that provides registered investment advisors, broker-dealers, and their clients access to private markets investments.

SEI Adds KKR to Alternative Investments Access Platform

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration

Breadth of Capabilities and Strength of Global Operations to Help Accelerate Growth OAKS, Pa. , Sept. 9, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that it exceeded $1.5 trillion in alternative assets under administration1, 2 in its Investment Managers business, which services private equity, private credit, venture capital, hedge, real estate, and infrastructure funds.

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration

10 Dividend Blue-Chip Bargains To Potentially Profit From This Irrational Market Freakout

Joel Greenblatt's Magic Formula combines value and quality investing. By focusing on earnings yield and return on capital, it has achieved 40% annual returns for 21 years. The market's recent selloff, driven by weak manufacturing data, is an opportunity to buy high-quality undervalued dividend blue-chip stocks using Joel Greenblatt's Magic Formula. September's market volatility is average. Focus on long-term investment strategies rather than knee-jerk reactions to short-term data.

10 Dividend Blue-Chip Bargains To Potentially Profit From This Irrational Market Freakout

SEI's Advisors' Inner Circle Fund Reaches $100 Billion in Net Assets

Exchange-traded, Interval, and Tender-Offer Funds Present Growth Opportunities for Investment Managers OAKS, Pa. , Aug. 28, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that the Advisors' Inner Circle Fund® (AIC) series trust reached $100 billion in net assets, supporting 47 clients and 128 funds.1 An end-to-end operational platform, the AIC provides investment managers of all sizes a more cost-effective solution to launch and operate new and existing registered funds.

SEI's Advisors' Inner Circle Fund Reaches $100 Billion in Net Assets

See News Rankings

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