SEI Investments Company Insiders

SEIC Stock  USD 78.62  0.01  0.01%   
SEI Investments' insiders are aggressively selling. The analysis of insiders' sentiment of trading SEI Investments stock suggests that all insiders are panicking at this time. SEI Investments employs about 5.1 K people. The company is managed by 36 executives with a total tenure of roughly 144 years, averaging almost 4.0 years of service per executive, having 140.72 employees per reported executive.
Alfred West  Chairman
Executive Chairman
William Doran  Chairman
Secretary, Director and Chairman of Legal and Regulatory Oversight Committee

Insider Sentiment 0

 Mostly Selling

 
Selling
 
Buying

Latest Trades

2026-01-29Ryan HickeDisposed 80000 @ 87.36View
2025-12-03Alfred P West JrDisposed 24770 @ 80.87View
2025-09-29Kathryn MccarthyDisposed 10000 @ 85.66View
2025-09-23Carl GuarinoDisposed 10000 @ 86.41View
2025-08-19Ryan HickeDisposed 35000 @ 88.3View
2025-07-29Mark Andrew WarnerDisposed 5000 @ 88.75View
2025-05-29Alfred P West JrDisposed 66126 @ 84.28View
2025-05-28Alfred P West JrDisposed 75000 @ 85.78View
2025-05-15Michael PetersonDisposed 50000 @ 84.27View
2025-05-14Sanjay SharmaDisposed 20000 @ 83.4View
2025-03-05Alfred P West JrDisposed 1372 @ 76.28View
2025-03-03Mark Andrew WarnerDisposed 5000 @ 80.39View
Monitoring SEI Investments' insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.

SEI Investments' Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with SEI Investments' future performance. Based on our forecasts, it is anticipated that SEI will maintain a workforce of about 5070 employees by March 2026.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

SEI Investments Management Team Effectiveness

The company has return on total asset (ROA) of 0.1319 % which means that it generated a profit of $0.1319 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2896 %, meaning that it created $0.2896 on every $100 dollars invested by stockholders. SEI Investments' management efficiency ratios could be used to measure how well SEI Investments manages its routine affairs as well as how well it operates its assets and liabilities. At present, SEI Investments' Return On Equity is projected to increase slightly based on the last few years of reporting. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 445.3 M, whereas Intangible Assets are forecasted to decline to about 225.5 M.
The current year's Common Stock Shares Outstanding is expected to grow to about 164.2 M, whereas Net Income Applicable To Common Shares is forecasted to decline to about 309.5 M. SEI Investments shows a total of 122.23 Million outstanding shares. The majority of SEI Investments outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in SEI Investments to benefit from reduced commissions. Therefore, institutions are subject to a different set of regulations than regular investors in SEI Investments. Please pay attention to any change in the institutional holdings of SEI Investments as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company owns, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
126.3 M
Current Value
125.3 M
Avarage Shares Outstanding
199 M
Quarterly Volatility
42.3 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Some institutional investors establish a significant position in stocks such as SEI Investments in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of SEI Investments, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

SEI Investments Workforce Comparison

SEI Investments is currently regarded as top stock in number of employees category among its peers. The total workforce of Financials industry is at this time estimated at about 5,112. SEI Investments totals roughly 5,066 in number of employees claiming about 99% of equities under Financials industry.

SEI Investments Profit Margins

The company has Profit Margin (PM) of 0.31 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.27 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.27.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.420.5921
Way Down
Pretty Stable
Net Profit Margin0.330.3114
Notably Up
Slightly volatile
Operating Profit Margin0.180.2731
Way Down
Slightly volatile
Pretax Profit Margin0.220.3989
Way Down
Pretty Stable
Return On Assets0.150.2194
Way Down
Slightly volatile
Return On Equity0.340.2922
Fairly Up
Slightly volatile

SEI Investments Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SEI Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on SEI Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, SEI Investments insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2025-12-01
1.5882
27
17
 725,998 
 189,930 
2025-09-01
0.6667
10
15
 76,652 
 118,935 
2025-06-01
0.4
4
10
 94,000 
 304,126 
2025-03-01
0.1818
2
11
 5,000 
 173,886 
2024-12-01
0.9655
28
29
 520,650 
 545,657 
2024-09-01
0.5714
4
7
 70,500 
 198,881 
2024-03-01
0.3438
11
32
 190,000 
 652,363 
2023-12-01
1.6842
32
19
 266,940 
 343,958 
2023-09-01
0.5294
9
17
 106,076 
 299,592 
2023-06-01
0.25
2
8
 20,000 
 228,692 
2023-03-01
0.2292
11
48
 55,500 
 535,379 
2022-12-01
1.45
29
20
 402,580 
 322,893 
2022-09-01
0.6
3
5
 47,500 
 215,886 
2021-12-01
2.0556
37
18
 576,940 
 296,315 
2021-06-01
2.0
8
4
 134,000 
 59,500 
2021-03-01
0.75
3
4
 15,000 
 109,994 
2020-12-01
2.0476
43
21
 1,194,000 
 303,335 
2020-09-01
0.5
2
4
 40,000 
 130,000 
2020-03-01
1.6667
5
3
 80,000 
 190,000 
2019-12-01
1.6087
37
23
 807,500 
 405,151 
2019-09-01
1.5714
11
7
 109,672 
 51,575 
2019-06-01
3.0
3
1
 35,000 
 5,000 
2019-03-01
1.4375
23
16
 175,200 
 401,563 
2018-12-01
1.0
20
20
 470,042 
 574,047 
2018-09-01
1.7143
12
7
 150,000 
 75,585 
2018-06-01
5.0
5
1
 160,000 
 20,000 
2018-03-01
2.4545
54
22
 565,944 
 255,887 
2017-12-01
1.75
28
16
 397,500 
 335,819 
2017-09-01
1.0
18
18
 275,000 
 362,770 
2017-06-01
1.125
18
16
 185,000 
 372,500 
2017-03-01
1.5625
25
16
 360,000 
 358,106 
2016-12-01
1.2857
27
21
 459,900 
 300,367 
2016-06-01
2.1667
26
12
 196,000 
 206,000 
2016-03-01
0.6667
8
12
 53,560 
 230,688 
2015-12-01
2.9333
44
15
 579,200 
 259,000 
2015-09-01
1.3333
16
12
 110,000 
 168,000 
2015-06-01
0.6667
8
12
 160,000 
 230,976 
2015-03-01
1.0588
18
17
 204,500 
 236,708 
2014-12-01
2.0
48
24
 697,325 
 395,336 
2014-09-01
0.8889
24
27
 407,508 
 402,261 
2014-06-01
2.25
9
4
 385,200 
 158,504 
2014-03-01
0.8571
18
21
 548,355 
 383,300 
2013-12-01
2.2727
25
11
 510,000 
 351,365 
2013-09-01
1.1429
16
14
 315,000 
 297,892 
2013-06-01
1.7333
26
15
 496,000 
 343,485 
2013-03-01
1.3333
4
3
 160,000 
 191,329 
2012-12-01
2.6154
34
13
 728,304 
 1,127,995 
2012-09-01
1.5833
19
12
 418,200 
 359,600 
2012-03-01
0.4
2
5
 16,000 
 246,490 
2011-12-01
1.5
18
12
 526,000 
 273,000 
2010-12-01
0.7143
15
21
 406,500 
 451,464 
2010-09-01
0.1429
2
14
 12,000 
 246,847 
2010-03-01
0.1667
1
6
 60,000 
 155,000 
2009-12-01
0.2697
24
89
 7,504,883 
 9,326,453 
2009-09-01
0.1111
8
72
 137,000 
 356,748 
2009-06-01
0.0191
3
157
 44,000 
 1,204,257 
2009-03-01
0.0435
2
46
 12,000 
 709,675 
2008-12-01
0.0944
32
339
 822,400 
 1,385,372 
2008-09-01
0.0746
10
134
 334,000 
 1,005,610 
2008-06-01
0.028
8
286
 159,800 
 2,545,463 
2008-03-01
0.0256
1
39
 24,000 
 565,960 
2007-12-01
1.9231
25
13
 559,500 
 440,147 
2007-09-01
0.0276
5
181
 103,400 
 700,250 
2007-06-01
0.1143
4
35
 77,500 
 91,600 
2007-03-01
0.0851
4
47
 49,000 
 418,000 
2006-12-01
0.4902
25
51
 302,000 
 160,453 
2006-09-01
0.1111
10
90
 109,503 
 700,849 
2006-06-01
0.0943
5
53
 310,000 
 673,790 
2006-03-01
0.0408
2
49
 180,000 
 551,313 
2005-12-01
0.1885
23
122
 245,900 
 742,099 
2005-06-01
0.6
3
5
 90,564 
 196,212 
2005-03-01
0.5
1
2
 12,000 
 123,359 
2004-12-01
0.1388
29
209
 595,700 
 1,289,308 
2004-09-01
0.2115
11
52
 113,402 
 309,054 
2004-06-01
0.1494
13
87
 291,094 
 376,448 
2003-12-01
1.2632
24
19
 621,000 
 373,363 
2003-09-01
0.1
1
10
 530,000 
 536,555 

SEI Investments Notable Stakeholders

A SEI Investments stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as SEI Investments often face trade-offs trying to please all of them. SEI Investments' stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting SEI Investments' stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Sanjay SharmaCEO VPProfile
Alfred WestExecutive ChairmanProfile
William DoranSecretary, Director and Chairman of Legal and Regulatory Oversight CommitteeProfile
Michael PetersonExecutive Vice President General CounselProfile
Ryan HickeExecutive Vice President CIOProfile
Sean DenhamExecutive CFOProfile
Dennis McGonigleCFO and Executive VPProfile
Alexander WhitelamDirector RelationsProfile
CPA CFADirector RelationsProfile
Mark WarnerChief VPProfile
David SchugVP AmericaProfile
JD CFAManaging DirectorProfile
Barry ORourkeManaging DirectorProfile
CPA IIIManaging DirectorProfile
Alfred CPAManaging DirectorProfile
John FisherNorth PlatformProfile
Leslie WojcikHead CommunicationsProfile
Amy SliwinskiExecutive OfficerProfile
Joe McCabeHead ManagementProfile
Michael LaneExecutive ManagementProfile
Philip McCabeExecutive BusinessProfile
Kathy HeiligChief Accounting Officer, ControllerProfile
Heather CFAManaging GroupProfile
Charles MaranduManaging AsiaProfile
James CFAChief ManagerProfile
Chad LongeneckerHead businessProfile
Seth MorrisonChief OfficerProfile
Wendy GillHead GroupProfile
Robert WrzesniewskiHead businessProfile
Ian LoveEMEA, UKProfile
Erich HollandHead ExperienceProfile
Steve BombergerHead SphereProfile
James SmigielChief OfficerProfile
Wayne WithrowExecutive ManagementProfile
Michael JDExecutive CounselProfile
Paul CPAExecutive ServiceProfile
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About SEI Investments Management Performance

The success or failure of an entity such as SEI Investments often depends on how effective the management is. SEI Investments management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of SEI management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the SEI management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.28  0.17 
Return On Capital Employed 0.22  0.42 
Return On Assets 0.22  0.15 
Return On Equity 0.29  0.34 
Please note, the presentation of SEI Investments' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, SEI Investments' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of SEI Investments' management manipulating its earnings.

SEI Investments Workforce Analysis

Traditionally, organizations such as SEI Investments use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare SEI Investments within its industry.

SEI Investments Manpower Efficiency

Return on SEI Investments Manpower

Revenue Per Employee453.5K
Revenue Per Executive63.8M
Net Income Per Employee114.7K
Net Income Per Executive16.1M
Working Capital Per Employee231.2K
Working Capital Per Executive32.5M

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When running SEI Investments' price analysis, check to measure SEI Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SEI Investments is operating at the current time. Most of SEI Investments' value examination focuses on studying past and present price action to predict the probability of SEI Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SEI Investments' price. Additionally, you may evaluate how the addition of SEI Investments to your portfolios can decrease your overall portfolio volatility.
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