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 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
881% more call options, than puts
Call options by funds: $4.19M | Put options by funds: $427K
28% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 53
2.49% more ownership
Funds ownership: 70.41% [Q4 2024] → 72.9% (+2.49%) [Q1 2025]
4% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 180
0% more funds holding
Funds holding: 531 [Q4 2024] → 533 (+2) [Q1 2025]
4% less capital invested
Capital invested by funds: $7.49B [Q4 2024] → $7.18B (-$308M) [Q1 2025]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]
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
1%
downside
High target
$84
1%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Morgan Stanley Rayna Kumar | 1%upside $84 | Overweight Maintained | 3 Jun 2025 |
Keefe, Bruyette & Woods Aidan Hall | 1%upside $84 | Market Perform Maintained | 25 Apr 2025 |
Piper Sandler Crispin Love | 5%downside $79 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 6 articles about SEIC published over the past 30 days
Neutral
PRNewsWire
4 days ago
SEI Research Finds 43 Percent of Private Markets Staff Consumed by Fund Admin Replication
High Replication, Multi-Administrator Model Contributes to Increased Costs and Inefficiencies OAKS, Pa. and LONDON , June 10, 2025 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today unveiled research that found private market asset managers identify data replication and fragmentation from multiple fund administrators as a challenge, causing operational inefficiencies, resource drain, and increased costs.
Neutral
PRNewsWire
1 week ago
SEI Business Audit Tool Reveals Financial Advisors' Focus on Significant Business Transitions
Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability OAKS, Pa. , June 3, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that advisors are actively seeking strategies intended to refine and future-proof their practice, according to data collected from its business audit tool.
Neutral
PRNewsWire
2 weeks ago
SEI to Present at William Blair 45th Annual Growth Stock Conference
OAKS, Pa. , May 29, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that the company will participate in the William Blair 45th Annual Growth Stock Conference in Chicago, IL. Sean Denham, SEI's Chief Financial and Chief Operating Officer will present at 10:20 a.m.
Neutral
PRNewsWire
2 weeks ago
SEI Declares Dividend of $0.49 per Share
OAKS, Pa. , May 28, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on May 28, 2025 declared a regular semi-annual dividend of $0.49 per share. The cash dividend will be payable to shareholders of record on June 9, 2025, with a payment date of June 17, 2025.
Neutral
PRNewsWire
3 weeks ago
TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services
SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA LONDON and OAKS, Pa. , May 21, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that TrinityBridge has expanded its strategic partnership with SEI, adopting SEI Sphere® for unified managed services across cloud, cybersecurity, and network operations.
Positive
FXEmpire
3 weeks ago
Profits, Big Money Inflows Send SEI Shares Higher
SEI Investments Company (SEIC) sees Big Money inflows after strong earnings.
Neutral
PRNewsWire
1 month 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
1 month 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
1 month 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
1 month 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.
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