SEI InvestmentsSEIC
SEIC
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 $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
Employees: 5,098
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
646% more call options, than puts
Call options by funds: $5.85M | Put options by funds: $784K
400% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 5 (+4) [Q4]
94% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 48
19% more capital invested
Capital invested by funds: $6.31B [Q3] → $7.48B (+$1.17B) [Q4]
7% more funds holding
Funds holding: 493 [Q3] → 529 (+36) [Q4]
0.17% more ownership
Funds ownership: 70.2% [Q3] → 70.38% (+0.17%) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 183
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$79
5%
downside
Avg. target
$82
2%
downside
High target
$84
1%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Keefe, Bruyette & Woods Aidan Hall 31% 1-year accuracy 5 / 16 met price target | 1%upside $84 | Market Perform Maintained | 25 Apr 2025 |
Morgan Stanley Rayna Kumar 44% 1-year accuracy 11 / 25 met price target | 2%downside $82 | Overweight Maintained | 24 Apr 2025 |
Piper Sandler Crispin Love 60% 1-year accuracy 21 / 35 met price target | 5%downside $79 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 10 articles about SEIC published over the past 30 days
Neutral
PRNewsWire
2 days ago
SEI Makes Leadership Appointments in Traditional Investment Managers Segment
Evolution of Leadership Reinforces SEI's Strategic Commitment to Serving Clients and Driving Growth OAKS, Pa. , May 13, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced two key leadership appointments focused on public markets in the company's Investment Managers business.
Neutral
PRNewsWire
2 weeks ago
Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model
Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth OAKS, Pa. , May 1, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Summit Wealth Group, a fast-growing enterprise advisor practice, has selected SEI to support the firm's vision and evolution for strategic growth.
Positive
Zacks Investment Research
2 weeks ago
SEI Investments Q1 Earnings Top Estimates as Revenues Increase Y/Y
SEIC's first-quarter 2025 results beat estimates on higher revenues and AUM, partially offset by higher expenses.
Neutral
Seeking Alpha
3 weeks ago
SEI Investments Company (SEIC) Q1 2025 Earnings Call Transcript
SEI Investments Company (NASDAQ:SEIC ) Q1 2025 Results Conference Call April 23, 2025 5:00 PM ET Company Participants Brad Burke - Head of Investor Relations Ryan Hicke - Chief Executive Officer Sean Denham - EVP, Chief Financial Officer Sanjay Sharma - EVP and Global Head of Private Banking & Wealth Management, SEI Phil McCabe - EVP, Head of SEI's Investment Manager Services Michael Lane - EVP, Head of Asset Management Paul Klauder - EVP, Head of SEI's Advisor business Conference Call Participants Owen Lau - Oppenheimer Crispin Love - Piper Sandler Jeff Schmitt - William Blair Operator Hello and welcome to SEI First Quarter 2025 Conference Call. At this time, all participants are in a listen-only mode.
Neutral
Zacks Investment Research
3 weeks ago
SEI (SEIC) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for SEI (SEIC) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
3 weeks ago
SEI Investments (SEIC) Beats Q1 Earnings and Revenue Estimates
SEI Investments (SEIC) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $0.99 per share a year ago.
Neutral
PRNewsWire
3 weeks ago
SEI Reports First-Quarter 2025 Financial Results
OAKS, Pa. , April 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first quarter 2025. Relative to the first quarter 2024, EPS increased by 18%, and revenue and operating income grew by 8% and 25%, respectively, with operating margins increasing to 28%.
Positive
Zacks Investment Research
3 weeks ago
Insights Into SEI (SEIC) Q1: Wall Street Projections for Key Metrics
Beyond analysts' top -and-bottom-line estimates for SEI (SEIC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Neutral
MarketBeat
3 weeks ago
3 Mid-Cap to Mega-Cap Stocks Have Announced Significant Buybacks
Several stocks just announced share buyback authorizations, indicating their intentions to return substantial capital to shareholders. These names range in size from mid-cap to large-cap to one of the largest publicly traded companies in the world.
Neutral
Zacks Investment Research
4 weeks ago
SEI Investments (SEIC) Earnings Expected to Grow: Should You Buy?
SEI (SEIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Charts implemented using Lightweight Charts™