SEI Investments FY2026 EPS Estimate Lowered by William Blair

SEI Investments (NASDAQ:SEIC) – Stock analysts at William Blair lowered their FY2026 earnings per share (EPS) estimates for SEI Investments in a research note issued to investors on Monday, April 14th. William Blair analyst J. Schmitt now anticipates that the asset manager will post earnings per share of $5.20 for the year, down from their prior estimate of $5.40. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share.

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

Several other research analysts also recently commented on the company. Keefe, Bruyette & Woods reiterated a “market perform” rating and issued a $90.00 price objective (up previously from $86.00) on shares of SEI Investments in a report on Thursday, January 30th. Raymond James upgraded SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price objective for the company in a research report on Thursday, January 30th. Morgan Stanley upgraded shares of SEI Investments from an “underweight” rating to an “overweight” rating and cut their target price for the stock from $81.00 to $77.00 in a report on Monday, April 7th. Oppenheimer lifted their target price on shares of SEI Investments from $85.00 to $94.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 7th. Finally, StockNews.com cut shares of SEI Investments from a “buy” rating to a “hold” rating in a research report on Wednesday. Three analysts have rated the stock with a hold rating and three have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $86.80.

SEI Investments Price Performance

Shares of SEIC opened at $71.43 on Wednesday. SEI Investments has a 1-year low of $62.38 and a 1-year high of $87.25. The company has a market capitalization of $9.07 billion, a P/E ratio of 16.16, a P/E/G ratio of 1.41 and a beta of 0.90. The firm’s 50 day simple moving average is $76.52 and its 200 day simple moving average is $78.73.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. King Luther Capital Management Corp acquired a new stake in SEI Investments during the 4th quarter worth about $2,645,000. Boston Trust Walden Corp raised its stake in shares of SEI Investments by 1.6% in the fourth quarter. Boston Trust Walden Corp now owns 1,306,329 shares of the asset manager’s stock worth $107,746,000 after purchasing an additional 20,020 shares during the last quarter. Longboard Asset Management LP acquired a new stake in shares of SEI Investments during the fourth quarter worth about $267,000. New York Life Investment Management LLC purchased a new stake in SEI Investments in the fourth quarter valued at approximately $863,000. Finally, CHURCHILL MANAGEMENT Corp purchased a new position in SEI Investments during the 4th quarter worth approximately $1,818,000. 70.59% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other SEI Investments news, insider Mark Andrew Warner sold 5,000 shares of the 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 sale, the insider now owns 1,300 shares in the company, valued at $104,507. This trade represents a 79.37 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Alfred P. West, Jr. sold 1,372 shares of the business’s stock in a transaction that occurred on Wednesday, March 5th. The shares were sold at an average price of $76.28, for a total value of $104,656.16. Following the completion of the sale, the chairman now owns 7,078,708 shares of the company’s stock, valued at $539,963,846.24. The trade was a 0.02 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 79,214 shares of company stock valued at $6,293,903 over the last three months. 14.30% of the stock is owned by company insiders.

SEI Investments declared that its Board of Directors has initiated a stock buyback program on Tuesday, March 18th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the asset manager to reacquire up to 5.3% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

About SEI Investments

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.