Decoding Budget 2025: Investment Insights & Market Implications

Written by Emily J. Thompson, Senior Investment Analyst

SEIC+0.27%

Updated: Feb 04 2025

0mins

SEIC

$86.2+Infinity%1D

Analyst Views on SEIC

Wall Street analysts forecast SEIC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEIC is 109.75 USD with a low forecast of 102.00 USD and a high forecast of 120.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

5 Analyst Rating

4 Buy

1 Hold

0 Sell

Strong Buy

Current: 85.970

Low

102.00

Averages

109.75

High

120.00

Current: 85.970

Low

102.00

Averages

109.75

High

120.00

Keefe Bruyette

NULL -> Outperform

maintain

$97 -> $102

2026-01-08

Reason

Keefe Bruyette

Price Target

$97 -> $102

AI Analysis

2026-01-08

maintain

NULL -> Outperform

Reason

Keefe Bruyette raised the firm's price target on SEI Investments to $102 from $97 and keeps an Outperform rating on the shares.

Piper Sandler

Crispin Love

Neutral -> Overweight

upgrade

$93 -> $102

2025-12-23

Reason

Piper Sandler

Crispin Love

Price Target

$93 -> $102

2025-12-23

upgrade

Neutral -> Overweight

Reason

Piper Sandler analyst Crispin Love upgraded SEI Investments to Overweight from Neutral with a price target of $102, up from $93, as part of a Q4 preview for the asset management group. Deal activity has begun to recover, but private credit has dominated headlines as investors worry about a potential surge in defaults, the analyst tells investors in a research note. Piper believes the concerns are overstated, saying fundamentals are "solid" with loan- to-value ratios in the 30%-40% range, "providing substantial cushion against losses." The firm believes SEI will be a "clear beneficiary" of the expanding alternatives landscape. The company is seeing accelerating sales wins and will capitalize on this secular growth trend into 2026, Piper contends.

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Keefe Bruyette

Market Perform -> Outperform

upgrade

$93 -> $97

2025-12-16

Reason

Keefe Bruyette

Price Target

$93 -> $97

2025-12-16

upgrade

Market Perform -> Outperform

Reason

Keefe Bruyette upgraded SEI Investments to Outperform from Market Perform with a price target of $97, up from $93, as part of its 2026 outlook for the capital markets. The firm continues to expect a "constructive" economic environment in 2026. This should lead to further earnings growth for capital markets names, the analyst tells investors in a research note. Keefe cites SEI's "more compelling valuation" and the company's potential to grow alongside the alternatives ecosystem for the upgrade.

Raymond James

Patrick O'Shaughnessy

Outperform

maintain

$118 -> $120

2025-10-14

Reason

Raymond James

Patrick O'Shaughnessy

Price Target

$118 -> $120

2025-10-14

maintain

Outperform

Reason

Raymond James analyst Patrick O'Shaughnessy raised the firm's price target on SEI Investments to $120 from $118 and keeps an Outperform rating on the shares. The deal pipeline remains robust despite sales results declining in Q2, and the firm expects net recurring sales activity to re-accelerate in Q3, the analyst tells investors in a research note. Improving sales activity and expense discipline should translate into a path toward substantial long-term margin expansion, the firm says.

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.