SEI Investments (SEIC)

• Market cap: $10.7B
• 1 day: -0.64%
• 5 days: -0.45%
• 1 month: -2.22%
• 3 months: 3.71%
• 6 months: 15.59%
• Year to date: 5.77%
• 1 year: 27.76%
• 5 years: 73.02%
• 10 years: 72.44%
• Sector: Financials
• Industry: Asset Management

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

67% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]

38% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 78

12% more capital invested

Capital invested by funds: $7.19B [Q1] → $8.07B (+$881M) [Q2]

4% more funds holding

Funds holding: 538 [Q1] → 557 (+19) [Q2]

0.84% less ownership

Funds ownership: 73.01% [Q1] → 72.17% (-0.84%) [Q2]

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

Research analyst outlook

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

• Low target: $93
• Avg. target: $101
• High target: $118

6 analyst ratings

• positive: 4 67%
• neutral: 2 33%
• negative: 0 0%

Raymond James Patrick O'Shaughnessy	$118	Outperform Maintained	24 Jul 2025
Keefe, Bruyette & Woods Kyle Voigt	$98	Market Perform Reiterated	24 Jul 2025
Piper Sandler Crispin Love	$93	Neutral Maintained	24 Jul 2025
Oppenheimer Ari Wald	$101	Outperform Maintained	8 Jul 2025
Morgan Stanley Rayna Kumar	$102	Overweight Maintained	1 Jul 2025