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SEIC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
95.900
Open
95.320
VWAP
94.68
Vol
709.32K
Mkt Cap
11.37B
Low
93.620
Amount
67.16M
EV/EBITDA(TTM)
14.97
Total Shares
120.27M
EV
11.49B
EV/OCF(TTM)
16.82
P/S(TTM)
5.59
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.
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Events Timeline

(ET)
2026-06-09
09:10:00
SEI Appoints Sneha Shah as New CEO
select
2026-04-30 (ET)
2026-04-30
08:10:00
SEI and Carlyle Enhance Partnership to Expand Private Market Access
select
2026-04-22 (ET)
2026-04-22
16:10:00
SEI Reports Q1 Revenue of $622.18M, Beating Consensus
select

News

Newsfilter
9.5
07-08Newsfilter
PinnedSEI to Release Q2 2026 Earnings and Host Conference Call
  • Earnings Release Schedule: SEI plans to release its Q2 2026 earnings on July 22, 2026, after market close, reflecting its latest performance in financial technology and asset management.
  • Conference Call Timing: The company will hold a conference call at 5 p.m. Eastern Time to discuss the financial results, which is expected to attract significant attention from investors and analysts.
  • Webcast Availability: The call will be available via live webcast on SEI's Investor Relations website, with a replay posted afterward, ensuring that investors who cannot participate live can still access the information.
  • Asset Management Scale: As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position and influence within the industry.
PRnewswire
9.5
07-08PRnewswire
SEI Announces Q2 2026 Earnings Conference Call
  • Earnings Release Schedule: SEI plans to release its Q2 2026 earnings on July 22, 2026, after market close, showcasing its latest performance in financial technology and asset management, which is expected to impact investor confidence.
  • Conference Call Timing: The company will hold a conference call at 5 p.m. Eastern Time to discuss financial results, with participants required to dial in 10 minutes early, reflecting the company's commitment to investor communication.
  • Webcast Availability: The conference call will be available via live webcast on SEI's Investor Relations website, with a replay posted afterward, enhancing information transparency for investors unable to participate in real-time.
  • Asset Management Scale: As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its leadership position and significant market influence within the industry.
PRnewswire
7.5
06-30PRnewswire
SEI Expands Transfer Agency Services to Support Asset Managers
  • Service Expansion: SEI has launched new transfer agency and registry services aimed at supporting traditional and alternative asset managers, particularly for SEC-registered retail-distributed funds, enhancing its competitive position in the market.
  • Asset Management Scale: As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets, demonstrating its strong position within the financial services industry.
  • Technological Partnership Advantage: By partnering with Envision Financial Systems, SEI leverages its advanced technology platform for automated real-time recordkeeping, improving service efficiency and reducing administrative costs, thereby enhancing client experience.
  • Growing Market Demand: With increasing demand for private market access, SEI's semi-liquid funds surpassed $530 billion in total net assets by the end of 2025, indicating significant growth potential in this sector.
PRnewswire
5.0
06-23PRnewswire
SEI Appoints New Technology Head to Drive Strategic Investment
  • New Appointment Drives Tech Strategy: SEI has appointed Rob Wrzesniewski as Head of Stratos Technology, aiming to enhance advisor technology oversight and platform alignment, ensuring that technology investments align with advisor needs and enterprise objectives, thereby strengthening Stratos' market competitiveness.
  • Rich Industry Experience: Wrzesniewski joined SEI in 1992 and has held various leadership roles in its Advisor and Private Banking businesses, most recently leading the Global Solutions team, showcasing his deep background in financial technology that will aid in executing the company's tech strategy.
  • Enhanced Advisor Experience: He will focus on ensuring SEI's advisor technology platforms are scalable and resilient, delivering a consistent high-quality advisor experience, which not only boosts client satisfaction but also drives growth in the wealth management sector.
  • Completion of Strategic Investment Phase: In December 2025, SEI completed the first phase of its strategic investment in Stratos Wealth Holdings, further strengthening its client service model and asset management capabilities, demonstrating the company's long-term commitment to advisor independence and flexibility.
PRnewswire
5.0
06-18PRnewswire
SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services
  • New Leadership Role: SEI has appointed Matt Provencher as Global Head of Enterprise Professional Services to expand and enhance the company's professional services capabilities, thereby reinforcing SEI's position as a strategic partner in client business transformation.
  • Strategic Implementation: Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model that supports client needs across platforms such as SEI Data Cloud and cybersecurity, enhancing operational efficiency and value for clients.
  • Rich Experience: Provencher brings over 20 years of leadership experience in financial and professional services, having served as President of North America Banking, Financial Services, and Insurance at NTT DATA, where he successfully drove sales, delivery, and operational financial performance, showcasing strong revenue growth capabilities.
  • Evolving Client Needs: As clients increasingly seek business transformation, Provencher emphasizes the critical role of professional services in optimizing operating models and enhancing investment value, positioning SEI to better meet the complex demands of its clients through this new role.
Newsfilter
5.0
06-18Newsfilter
SEI Appoints New Global Head of Enterprise Professional Services
  • New Leadership Role: SEI has appointed Matt Provencher as the Global Head of Enterprise Professional Services, aiming to expand its professional services capabilities and strengthen its strategic partnership role in client business transformations.
  • Service Strategy Advancement: Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model to support client needs across various platforms and operational solutions, which is expected to enhance client satisfaction and operational efficiency.
  • Rich Industry Experience: Provencher brings over two decades of leadership experience in financial and professional services, having most recently served as President of North America Banking, Financial Services, and Insurance at NTT DATA, which will provide SEI with valuable industry insights and proven success.
  • Client Demand Response: SEI's CEO Sanjay Sharma emphasized that clients seek to achieve business transformation through professional services, and Provencher's addition will help the company better meet client demands for optimizing operating models, driving long-term growth.
Wall Street analysts forecast SEIC stock price to rise
5 Analyst Rating
Wall Street analysts forecast SEIC stock price to rise
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
102.00
Averages
109.75
High
120.00
Current: 0.000
sliders
Low
102.00
Averages
109.75
High
120.00
Raymond James
Patrick O'Shaughnessy
Outperform
maintain
$122 -> $124
AI Analysis
2026-07-06
New
Reason
Raymond James
Patrick O'Shaughnessy
Price Target
$122 -> $124
AI Analysis
2026-07-06
New
maintain
Outperform
Reason
Raymond James analyst Patrick O'Shaughnessy raised the firm's price target on SEI Investments to $124 from $122 and keeps an Outperform rating on the shares. The firm anticipates continued strong closed sales momentum will persist in 2026, and in combination with tailwinds from market appreciation, drive continued strong revenue and EPS growth. As investors gain more confidence in SEI's sales outlook and the AI bear case fades over time, the firm expects the stock should re-rate substantially higher.
Raymond James
Patrick O'Shaughnessy
maintain
$70 -> $82
2026-04-29
Reason
Raymond James
Patrick O'Shaughnessy
Price Target
$70 -> $82
2026-04-29
maintain
Reason
Raymond James analyst Patrick O'Shaughnessy raised the firm's price target on SEI Investments to $82 from $70 and keeps an Outperform rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SEIC
Unlock Now

Valuation Metrics

The current forward P/E ratio for SEI Investments Co (SEIC.O) is 16.29, compared to its 5-year average forward P/E of 16.36. For a more detailed relative valuation and DCF analysis to assess SEI Investments Co's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
16.36
Current PE
16.29
Overvalued PE
17.50
Undervalued PE
15.21

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
12.48
Current EV/EBITDA
11.92
Overvalued EV/EBITDA
13.74
Undervalued EV/EBITDA
11.22

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.17
Current PS
4.17
Overvalued PS
4.49
Undervalued PS
3.86

Financials

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Whales Holding SEIC

A
American Capital Management, Inc.
Holding
SEIC
+16.67%
3M Return
B
Beutel Goodman & Company Ltd.
Holding
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+11.64%
3M Return
B
Boston Trust Walden Company
Holding
SEIC
+10.10%
3M Return
V
Vestcor Inc.
Holding
SEIC
+7.72%
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Royce & Associates, LP
Holding
SEIC
+4.62%
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Prana Capital Management LP
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Frequently Asked Questions

What is SEI Investments Co (SEIC) stock price today?

The current price of SEIC is 94.51 USD — it has decreased -1.49

What is SEI Investments Co (SEIC)'s business?

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.

What is the price predicton of SEIC Stock?

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 is109.75 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.

What is SEI Investments Co (SEIC)'s revenue for the last quarter?

SEI Investments Co revenue for the last quarter amounts to 566.35M USD, increased 12.31

What is SEI Investments Co (SEIC)'s earnings per share (EPS) for the last quarter?

SEI Investments Co. EPS for the last quarter amounts to 1.40 USD, increased 19.66

How many employees does SEI Investments Co (SEIC). have?

SEI Investments Co (SEIC) has 4997 emplpoyees as of July 09 2026.

What is SEI Investments Co (SEIC) market cap?

Today SEIC has the market capitalization of 11.37B USD.