William Blair Predicts Weaker Earnings for SEI Investments

SEI Investments (NASDAQ:SEIC) – Research analysts at William Blair reduced their Q1 2025 EPS estimates for shares of SEI Investments in a report issued on Monday, April 14th. William Blair analyst J. Schmitt now forecasts that the asset manager will post earnings of $1.15 per share for the quarter, down from their previous estimate of $1.19. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ Q2 2025 earnings at $1.15 EPS, Q3 2025 earnings at $1.18 EPS, Q4 2025 earnings at $1.28 EPS and FY2025 earnings at $4.75 EPS.

A number of other equities analysts also recently commented on SEIC. Oppenheimer lifted their price objective on SEI Investments from $85.00 to $94.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 7th. Morgan Stanley raised shares of SEI Investments from an “underweight” rating to an “overweight” rating and lowered their price target for the company from $81.00 to $77.00 in a research report on Monday, April 7th. Keefe, Bruyette & Woods restated a “market perform” rating and set a $90.00 price objective (up from $86.00) on shares of SEI Investments in a research report on Thursday, January 30th. Piper Sandler decreased their target price on shares of SEI Investments from $87.00 to $74.00 and set a “neutral” rating on the stock in a report on Tuesday, April 8th. Finally, Raymond James upgraded shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price target for the company in a report on Thursday, January 30th. Three equities research analysts have rated the stock with a hold rating and three have given a buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $86.80.

SEI Investments Stock Performance

Shares of SEIC stock opened at $73.26 on Tuesday. SEI Investments has a fifty-two week low of $62.38 and a fifty-two week high of $87.25. The stock’s fifty day moving average is $76.79 and its two-hundred day moving average is $78.78. The firm has a market capitalization of $9.30 billion, a P/E ratio of 16.57, a PEG ratio of 1.41 and a beta of 0.90.

SEI Investments (NASDAQ:SEIC) last announced its earnings results on Wednesday, January 29th. The asset manager reported $1.19 EPS for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.02). SEI Investments had a net margin of 27.35% and a return on equity of 25.51%.

Institutional Trading of SEI Investments

Hedge funds have recently made changes to their positions in the business. CoreFirst Bank & Trust acquired a new stake in SEI Investments during the 4th quarter worth approximately $31,000. Allworth Financial LP raised its stake in shares of SEI Investments by 53.7% in the fourth quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock valued at $38,000 after acquiring an additional 158 shares in the last quarter. Versant Capital Management Inc boosted its holdings in SEI Investments by 156.1% in the first quarter. Versant Capital Management Inc now owns 543 shares of the asset manager’s stock valued at $42,000 after purchasing an additional 331 shares during the period. First Horizon Advisors Inc. boosted its holdings in SEI Investments by 25.4% in the fourth quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock valued at $48,000 after purchasing an additional 117 shares during the period. Finally, Rialto Wealth Management LLC acquired a new position in SEI Investments during the 4th quarter worth $55,000. Institutional investors and hedge funds own 70.59% of the company’s stock.

Insider Buying and Selling at SEI Investments

In other news, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction on Monday, March 3rd. The stock was sold at an average price of $80.39, for a total value of $401,950.00. Following the completion of the sale, the insider now directly owns 1,300 shares of the company’s stock, valued at approximately $104,507. The trade was a 79.37 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Chairman Alfred P. West, Jr. sold 72,842 shares of the stock in a transaction dated Monday, March 3rd. The stock was sold at an average price of $79.45, for a total value of $5,787,296.90. Following the transaction, the chairman now directly owns 7,160,080 shares in the company, valued at approximately $568,868,356. The trade was a 1.01 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 79,214 shares of company stock worth $6,293,903 over the last three months. Insiders own 14.30% of the company’s stock.

SEI Investments declared that its board has approved a stock repurchase program on Tuesday, March 18th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the asset manager to reacquire up to 5.3% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

SEI Investments Company Profile

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.