Sei Investments Stock Analysis
| SEIC Stock | USD 79.02 0.39 0.50% |
IPO Date 26th of March 1990 | 200 Day MA 85.1501 | 50 Day MA 84.258 | Beta 0.949 |
SEI Investments holds a debt-to-equity ratio of 0.015. At present, SEI Investments' Long Term Debt Total is projected to decrease significantly based on the last few years of reporting. The current year's Cash Flow To Debt Ratio is expected to grow to 18.30, whereas Short and Long Term Debt Total is forecasted to decline to about 8.2 M. With a high degree of financial leverage come high-interest payments, which usually reduce SEI Investments' Earnings Per Share (EPS).
Asset vs Debt
Equity vs Debt
SEI Investments' liquidity is one of the most fundamental aspects of both its future profitability and its ability to meet different types of ongoing financial obligations. SEI Investments' cash, liquid assets, total liabilities, and shareholder equity can be utilized to evaluate how much leverage the Company is using to sustain its current operations. For traders, higher-leverage indicators usually imply a higher risk to shareholders. In addition, it helps SEI Stock's retail investors understand whether an upcoming fall or rise in the market will negatively affect SEI Investments' stakeholders.
For many companies, including SEI Investments, marketable securities, inventories, and receivables are the most common assets that could be converted to cash. However, for SEI Investments, the most critical issue when managing liquidity is ensuring that current assets are properly aligned with current liabilities. If they are not, SEI Investments' management will need to obtain alternative financing to ensure there are always enough cash equivalents on the balance sheet to meet obligations.
Price Book 3.9265 | Enterprise Value Ebitda 9.2415 | Price Sales 4.1906 | Shares Float 101.5 M | Dividend Share 1.01 |
SEI Investments is undervalued with Real Value of 92.08 and Target Price of 103.14. The main objective of SEI Investments stock analysis is to determine its intrinsic value, which is an estimate of what SEI Investments is worth, separate from its market price. There are two main types of SEI Investments' stock analysis: fundamental analysis and technical analysis.
The SEI Investments stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and SEI Investments' ongoing operational relationships across important fundamental and technical indicators.
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. SEI Stock Analysis Notes
About 17.0% of the company outstanding shares are owned by corporate insiders. The book value of SEI Investments was at this time reported as 20.03. The company has Price/Earnings To Growth (PEG) ratio of 1.3. SEI Investments recorded earning per share (EPS) of 5.63. The entity last dividend was issued on the 29th of December 2025. The firm had 2:1 split on the 22nd of June 2007. SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people. To find out more about SEI Investments contact Sanjay Sharma at 610-676-7700 or learn more at https://www.seic.com.SEI Investments Quarterly Total Revenue |
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SEI Investments Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SEI Investments' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SEI Investments or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| SEI Investments has a poor financial position based on the latest SEC disclosures | |
| About 75.0% of the company shares are owned by institutional investors | |
| On 12th of January 2026 SEI Investments paid $ 0.52 per share dividend to its current shareholders | |
| Latest headline from news.google.com: MG PLC Makes New 10.41 Million Investment in SEI Investments Company SEIC - MarketBeat |
SEI Largest EPS Surprises
Earnings surprises can significantly impact SEI Investments' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2000-07-18 | 2000-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2000-04-19 | 2000-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
1999-10-18 | 1999-09-30 | 0.07 | 0.08 | 0.01 | 14 |
SEI Investments Environmental, Social, and Governance (ESG) Scores
SEI Investments' ESG score is a quantitative measure that evaluates SEI Investments' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of SEI Investments' operations that may have significant financial implications and affect SEI Investments' stock price as well as guide investors towards more socially responsible investments.
SEI Investments Thematic Classifications
In addition to having SEI Investments stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
![]() | InvestingMoney and asset management including investment banking | |
![]() | Diversified AssetsAll types of close end funds |
SEI Stock Institutional Investors
| Shares | Lord, Abbett & Co Llc | 2025-06-30 | 1.5 M | Btim Corp | 2025-06-30 | 1.4 M | Royce & Associates, Lp | 2025-06-30 | 1.2 M | Royal Bank Of Canada | 2025-06-30 | 1.1 M | Caisse De Depot Et Placement Du Quebec | 2025-06-30 | 1 M | Bank Of New York Mellon Corp | 2025-06-30 | 1 M | Northern Trust Corp | 2025-06-30 | 914.5 K | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 861.5 K | Fmr Inc | 2025-06-30 | 838.1 K | Vanguard Group Inc | 2025-06-30 | 11.2 M | Blackrock Inc | 2025-06-30 | 9.2 M |
SEI Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 9.63 B.SEI Profitablity
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.| Last Reported | Projected 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 |
Management Efficiency
SEI Investments 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.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 22.13 | 23.23 | |
| Tangible Book Value Per Share | 16.21 | 17.02 | |
| Enterprise Value Over EBITDA | 11.21 | 9.98 | |
| Price Book Value Ratio | 4.09 | 3.89 | |
| Enterprise Value Multiple | 11.21 | 9.98 | |
| Price Fair Value | 4.09 | 3.89 | |
| Enterprise Value | 6.9 B | 7.2 B |
The operational strategies employed by SEI Investments management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Technical Drivers
As of the 18th of February 2026, SEI Investments has the variance of 2.62, and Risk Adjusted Performance of (0.03). In connection with fundamental indicators, the technical analysis model makes it possible for you to check practical technical drivers of SEI Investments, as well as the relationship between them.SEI Investments Price Movement Analysis
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SEI Investments Insider Trading Activities
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 are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
SEI Investments Outstanding Bonds
SEI Investments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SEI Investments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SEI bonds can be classified according to their maturity, which is the date when SEI Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| SESGFP 53 25 MAR 44 Corp BondUS78413KAB89 | View | |
| US78410GAD60 Corp BondUS78410GAD60 | View | |
| US78410GAG91 Corp BondUS78410GAG91 | View |
SEI Investments Predictive Daily Indicators
SEI Investments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SEI Investments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 18489.26 | |||
| Daily Balance Of Power | 0.1902 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 78.56 | |||
| Day Typical Price | 78.71 | |||
| Price Action Indicator | 0.66 | |||
| Period Momentum Indicator | 0.39 |
SEI Investments Corporate Filings
| 13th of February 2026 Other Reports | ViewVerify | |
13A | 12th of February 2026 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 2nd of February 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 28th of January 2026 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 15th of January 2026 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 2nd of January 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 30th of December 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 29th of December 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
SEI Investments Forecast Models
SEI Investments' time-series forecasting models are one of many SEI Investments' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SEI Investments' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.SEI Investments Bond Ratings
SEI Investments financial ratings play a critical role in determining how much SEI Investments have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for SEI Investments' borrowing costs.| Piotroski F Score | 4 | Poor | View |
| Beneish M Score | (2.74) | Unlikely Manipulator | View |
SEI Investments Debt to Cash Allocation
As SEI Investments follows its natural business cycle, the capital allocation decisions will not magically go away. SEI Investments' decision-makers have to determine if most of the cash flows will be poured back into or reinvested in the business, reserved for other projects beyond operational needs, or paid back to stakeholders and investors.
SEI Investments currently holds 8.68 M in liabilities with Debt to Equity (D/E) ratio of 0.02, which may suggest the company is not taking enough advantage from borrowing. SEI Investments has a current ratio of 4.34, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about SEI Investments' use of debt, we should always consider it together with its cash and equity.SEI Investments Total Assets Over Time
SEI Investments Assets Financed by Debt
The debt-to-assets ratio shows the degree to which SEI Investments uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.SEI Investments Debt Ratio | 0.25 |
SEI Investments Corporate Bonds Issued
Most SEI bonds can be classified according to their maturity, which is the date when SEI Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
SEI Short Long Term Debt Total
Short Long Term Debt Total |
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About SEI Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how SEI Investments prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling SEI shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as SEI Investments. By using and applying SEI Stock analysis, traders can create a robust methodology for identifying SEI entry and exit points for their positions.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | 0.40 | 0.22 | |
| Operating Profit Margin | 0.27 | 0.18 | |
| Net Profit Margin | 0.31 | 0.33 | |
| Gross Profit Margin | 0.59 | 0.42 |
Current SEI Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. SEI analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. SEI analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
| Target Price | Consensus | # of Analysts | |
| 103.14 | Buy | 8 | Odds |
Most SEI analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand SEI stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of SEI Investments, talking to its executives and customers, or listening to SEI conference calls.
SEI Stock Analysis Indicators
SEI Investments stock analysis indicators help investors evaluate how SEI Investments stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading SEI Investments shares will generate the highest return on investment. By understating and applying SEI Investments stock analysis, traders can identify SEI Investments position entry and exit signals to maximize returns.
| Begin Period Cash Flow | 835 M | |
| Common Stock Shares Outstanding | 125.3 M | |
| Total Stockholder Equity | 2.4 B | |
| Total Cashflows From Investing Activities | -117.3 M | |
| Quarterly Earnings Growth Y O Y | 0.169 | |
| Property Plant And Equipment Net | 411.2 M | |
| Cash And Short Term Investments | 433.6 M | |
| Cash | 399.8 M | |
| Net Debt | -391.1 M | |
| 50 Day M A | 84.258 | |
| Total Current Liabilities | 387.2 M | |
| Other Operating Expenses | 1.7 B | |
| Non Current Assets Total | 2 B | |
| Forward Price Earnings | 14.4509 | |
| Non Currrent Assets Other | 424.1 M | |
| Stock Based Compensation | 58.6 M |
Complementary Tools for SEI Stock analysis
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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