Zacks Research Forecasts Weaker Earnings for SEI Investments

SEI Investments (NASDAQ:SEIC) – Equities researchers at Zacks Research reduced their Q1 2025 earnings estimates for SEI Investments in a research report issued on Wednesday, April 16th. Zacks Research analyst R. Department now expects that the asset manager will post earnings per share of $1.12 for the quarter, down from their prior estimate of $1.15. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q2 2025 earnings at $1.11 EPS, Q3 2025 earnings at $1.14 EPS, Q4 2025 earnings at $1.22 EPS, FY2025 earnings at $4.59 EPS, Q3 2026 earnings at $1.21 EPS, Q4 2026 earnings at $1.24 EPS, Q1 2027 earnings at $1.37 EPS and FY2027 earnings at $5.59 EPS.

A number of other research analysts also recently issued reports on SEIC. Raymond James raised SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price target on the stock in a report on Thursday, January 30th. StockNews.com downgraded shares of SEI Investments from a “buy” rating to a “hold” rating in a research report on Wednesday. Oppenheimer raised 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. Keefe, Bruyette & Woods reissued a “market perform” rating and set a $90.00 price target (up from $86.00) on shares of SEI Investments in a report on Thursday, January 30th. Finally, Piper Sandler dropped their target price on shares of SEI Investments from $87.00 to $74.00 and set a “neutral” rating for the company in a research report on Tuesday, April 8th. Three investment analysts have rated the stock with a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $86.80.

SEI Investments Stock Performance

NASDAQ:SEIC opened at $71.66 on Friday. The firm has a market cap of $9.10 billion, a P/E ratio of 16.21, a P/E/G ratio of 1.41 and a beta of 0.90. SEI Investments has a fifty-two week low of $62.38 and a fifty-two week high of $87.25. The firm has a 50-day simple moving average of $76.04 and a two-hundred day simple moving average of $78.76.

SEI Investments (NASDAQ:SEIC) last released its earnings results 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 return on equity of 25.51% and a net margin of 27.35%.

Institutional Trading of SEI Investments

Hedge funds and other institutional investors have recently bought and sold shares of the business. First Horizon Advisors Inc. increased its stake in SEI Investments by 25.4% in the 4th quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock worth $48,000 after buying an additional 117 shares during the period. Venturi Wealth Management LLC increased its position in shares of SEI Investments by 7.3% during the fourth quarter. Venturi Wealth Management LLC now owns 2,105 shares of the asset manager’s stock worth $174,000 after acquiring an additional 144 shares during the period. Ashton Thomas Securities LLC raised its stake in shares of SEI Investments by 2.5% during the fourth quarter. Ashton Thomas Securities LLC now owns 5,969 shares of the asset manager’s stock valued at $492,000 after acquiring an additional 145 shares in the last quarter. Principal Securities Inc. boosted its holdings in shares of SEI Investments by 13.3% in the fourth quarter. Principal Securities Inc. now owns 1,324 shares of the asset manager’s stock valued at $109,000 after purchasing an additional 155 shares during the period. Finally, Allworth Financial LP grew its stake in SEI Investments by 53.7% in the fourth quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock worth $38,000 after purchasing an additional 158 shares in the last quarter. Hedge funds and other institutional investors own 70.59% of the company’s stock.

Insider Activity at SEI Investments

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

SEI Investments announced that its Board of Directors has authorized a share buyback plan on Tuesday, March 18th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the asset manager to purchase up to 5.3% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership 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.