Decoding Budget 2025: Investment Insights & Market Implications
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2025
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Analyst Views on SEIC
Wall Street analysts forecast SEIC stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 78.800
Low
102.00
Averages
109.75
High
120.00
Current: 78.800
Low
102.00
Averages
109.75
High
120.00
About SEIC
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SEI to Release Q1 2026 Earnings on April 22
- Earnings Release Schedule: SEI intends to release its Q1 2026 earnings on April 22, 2026, after market close, providing crucial financial data and business performance insights to help investors assess the company's financial health.
- Conference Call Invitation: The company will hold a conference call at 5 p.m. Eastern Time, inviting analysts and investors to participate by completing a registration form, while the public can listen to the call and access the replay, enhancing transparency and investor engagement.
- Asset Management Scale: As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets, showcasing its strong position and influence in the financial services industry, further solidifying its role as a market leader.
- Company Overview: SEI is a leading global provider of financial technology, operations, and asset management services, dedicated to helping clients deploy capital more effectively to achieve growth objectives, reflecting its innovative and service-oriented approach in the industry.
See More
SEI Announces Q1 2026 Earnings Call Invitation
- Earnings Release Schedule: SEI plans to release its Q1 2026 earnings on April 22, 2026, after market close, indicating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 5 p.m. Eastern Time to discuss financial results, aiming to enhance interaction with analysts and investors and promote information sharing.
- Public Participation Opportunity: The public is invited to join the call and listen to the replay by completing a registration form, demonstrating SEI's commitment to transparency and building investor trust.
- Asset Management Scale: As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets, highlighting its leadership position in financial technology and asset management.
See More
SEI INVESTMENTS CO: RAYMOND JAMES LOWERS TARGET PRICE FROM $120 TO $104
- Investment Update: Raymond James has cut its target price for SEI Investments from $120 to $104.
- Market Impact: This adjustment reflects changing market conditions and expectations for SEI Investments' performance.
See More
SEI Partners with Huntington Bank to Enhance Wealth Management
- Strategic Partnership: Huntington Bank has selected the SEI Wealth Platform (SWP) to unify its wealth management systems, which will enable Huntington Private Bank to provide more efficient investment services, enhance customer experience, and strengthen market competitiveness.
- Technology Upgrade: Huntington will implement SEI Data Cloud services and streamlined digital workflow solutions to optimize account onboarding and other critical workflows, thereby improving operational efficiency and reducing management costs to support sustainable growth.
- Asset Management Scale: As of December 31, 2025, SEI manages approximately $8.1 trillion in assets on its wealth management platforms, with $1.9 trillion on SWP, showcasing its strong influence and market position in the industry.
- Enhanced Client Services: Through its collaboration with SEI, Huntington Bank will be able to offer more comprehensive and personalized wealth solutions, further solidifying its role as a strategic financial partner and meeting the evolving needs of future clients.
See More
SEI Investments Partners with IBM to Drive Enterprise Transformation
- Transformational Partnership: On March 9, SEI Investments announced a collaboration with IBM to accelerate enterprise transformation through the integration of agentic AI and automation, aiming to identify opportunities for process redesign and modernization via a comprehensive data-driven review.
- Productivity Enhancement: The partnership focuses on deploying AI to automate routine tasks, allowing teams to shift their focus toward higher-value, relationship-driven activities, which is expected to significantly elevate service quality and strengthen client trust.
- Enhanced Decision-Making: IBM Consulting will work closely with SEI’s subject matter experts to embed agentic AI into daily operations using the IBM Enterprise Advantage platform, aiming to transform the operating model and enhance decision-making capabilities, further differentiating SEI Investments in the highly regulated financial services market.
- Innovation and Development: By making automation the engine of growth, SEI Investments aims to innovate faster and scale with greater confidence, creating new opportunities for professional development within the organization’s workforce.
See More
Insider at SEI Investments (SEIC.US) Plans to Sell $5.44 Million in Common Stock via Form 144
- Stock Sale Announcement: Alfred Paul West Jr. intends to sell 67,000 shares of its common stock on March 10.
- Market Value: The total market value of the shares being sold is approximately $5.44 million.
See More
SEI to Release Q1 2026 Earnings on April 22
- Earnings Release Schedule: SEI intends to release its Q1 2026 earnings on April 22, 2026, after market close, providing crucial financial data and business performance insights to help investors assess the company's financial health.
- Conference Call Invitation: The company will hold a conference call at 5 p.m. Eastern Time, inviting analysts and investors to participate by completing a registration form, while the public can listen to the call and access the replay, enhancing transparency and investor engagement.
- Asset Management Scale: As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets, showcasing its strong position and influence in the financial services industry, further solidifying its role as a market leader.
- Company Overview: SEI is a leading global provider of financial technology, operations, and asset management services, dedicated to helping clients deploy capital more effectively to achieve growth objectives, reflecting its innovative and service-oriented approach in the industry.
See More
SEI Announces Q1 2026 Earnings Call Invitation
- Earnings Release Schedule: SEI plans to release its Q1 2026 earnings on April 22, 2026, after market close, indicating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call at 5 p.m. Eastern Time to discuss financial results, aiming to enhance interaction with analysts and investors and promote information sharing.
- Public Participation Opportunity: The public is invited to join the call and listen to the replay by completing a registration form, demonstrating SEI's commitment to transparency and building investor trust.
- Asset Management Scale: As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets, highlighting its leadership position in financial technology and asset management.
See More
SEI INVESTMENTS CO: RAYMOND JAMES LOWERS TARGET PRICE FROM $120 TO $104
- Investment Update: Raymond James has cut its target price for SEI Investments from $120 to $104.
- Market Impact: This adjustment reflects changing market conditions and expectations for SEI Investments' performance.
See More
SEI Partners with Huntington Bank to Enhance Wealth Management
- Strategic Partnership: Huntington Bank has selected the SEI Wealth Platform (SWP) to unify its wealth management systems, which will enable Huntington Private Bank to provide more efficient investment services, enhance customer experience, and strengthen market competitiveness.
- Technology Upgrade: Huntington will implement SEI Data Cloud services and streamlined digital workflow solutions to optimize account onboarding and other critical workflows, thereby improving operational efficiency and reducing management costs to support sustainable growth.
- Asset Management Scale: As of December 31, 2025, SEI manages approximately $8.1 trillion in assets on its wealth management platforms, with $1.9 trillion on SWP, showcasing its strong influence and market position in the industry.
- Enhanced Client Services: Through its collaboration with SEI, Huntington Bank will be able to offer more comprehensive and personalized wealth solutions, further solidifying its role as a strategic financial partner and meeting the evolving needs of future clients.
See More
SEI Investments Partners with IBM to Drive Enterprise Transformation
- Transformational Partnership: On March 9, SEI Investments announced a collaboration with IBM to accelerate enterprise transformation through the integration of agentic AI and automation, aiming to identify opportunities for process redesign and modernization via a comprehensive data-driven review.
- Productivity Enhancement: The partnership focuses on deploying AI to automate routine tasks, allowing teams to shift their focus toward higher-value, relationship-driven activities, which is expected to significantly elevate service quality and strengthen client trust.
- Enhanced Decision-Making: IBM Consulting will work closely with SEI’s subject matter experts to embed agentic AI into daily operations using the IBM Enterprise Advantage platform, aiming to transform the operating model and enhance decision-making capabilities, further differentiating SEI Investments in the highly regulated financial services market.
- Innovation and Development: By making automation the engine of growth, SEI Investments aims to innovate faster and scale with greater confidence, creating new opportunities for professional development within the organization’s workforce.
See More
Insider at SEI Investments (SEIC.US) Plans to Sell $5.44 Million in Common Stock via Form 144
- Stock Sale Announcement: Alfred Paul West Jr. intends to sell 67,000 shares of its common stock on March 10.
- Market Value: The total market value of the shares being sold is approximately $5.44 million.
See More
