Q3 EPS Estimates for SEI Investments Cut by Zacks Research

SEI Investments (NASDAQ:SEIC) – Analysts at Zacks Research dropped their Q3 2025 EPS estimates for shares of SEI Investments in a research report issued on Wednesday, May 14th. Zacks Research analyst R. Department now forecasts that the asset manager will earn $1.13 per share for the quarter, down from their prior estimate of $1.14. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q4 2025 earnings at $1.20 EPS, Q1 2026 earnings at $1.18 EPS and Q1 2027 earnings at $1.34 EPS.

SEIC has been the topic of a number of other research reports. Oppenheimer reaffirmed an “outperform” rating on shares of SEI Investments in a report on Thursday, April 24th. Piper Sandler increased their price target on shares of SEI Investments from $74.00 to $79.00 and gave the stock a “neutral” rating in a report on Thursday, April 24th. Raymond James raised shares of 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. Keefe, Bruyette & Woods increased their price target on shares of SEI Investments from $80.00 to $84.00 and gave the stock a “market perform” rating in a report on Friday, April 25th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $82.00 price target (up previously from $77.00) on shares of SEI Investments in a report on Thursday, April 24th. Three analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to data from MarketBeat, SEI Investments has a consensus rating of “Moderate Buy” and an average target price of $87.60.

SEI Investments Trading Up 0.7%

SEI Investments stock opened at $85.38 on Friday. The firm’s 50 day simple moving average is $76.04 and its 200 day simple moving average is $79.82. The firm has a market capitalization of $10.63 billion, a PE ratio of 19.32, a price-to-earnings-growth ratio of 1.41 and a beta of 0.90. SEI Investments has a 1-year low of $62.38 and a 1-year high of $87.25.

SEI Investments (NASDAQ:SEIC) last posted its earnings results on Wednesday, April 23rd. The asset manager reported $1.17 earnings per share for the quarter, topping analysts’ consensus estimates of $1.12 by $0.05. The business had revenue of $551.34 million for the quarter, compared to analyst estimates of $556.76 million. SEI Investments had a net margin of 27.35% and a return on equity of 25.51%. SEI Investments’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.99 EPS.

Hedge Funds Weigh In On SEI Investments

Several institutional investors and hedge funds have recently made changes to their positions in SEIC. CoreFirst Bank & Trust bought a new position in shares of SEI Investments during the 4th quarter valued at $31,000. Allworth Financial LP boosted its position in SEI Investments by 53.7% during the 4th quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock valued at $38,000 after buying an additional 158 shares during the period. Versant Capital Management Inc boosted its position in SEI Investments by 156.1% during the 1st quarter. Versant Capital Management Inc now owns 543 shares of the asset manager’s stock valued at $42,000 after buying an additional 331 shares during the period. First Horizon Advisors Inc. boosted its position in SEI Investments by 25.4% during the 4th quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock valued at $48,000 after buying an additional 117 shares during the period. Finally, Rialto Wealth Management LLC purchased a new stake in SEI Investments during the 4th quarter valued at $55,000. Institutional investors own 70.59% of the company’s stock.

Insider Transactions at SEI Investments

In related news, CEO Ryan Hicke sold 21,000 shares of the stock in a transaction on Wednesday, May 14th. The shares were sold at an average price of $83.36, for a total transaction of $1,750,560.00. Following the transaction, the chief executive officer now owns 171,260 shares of the company’s stock, valued at approximately $14,276,233.60. This trade represents a 10.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Mark Andrew Warner sold 5,000 shares of the stock in a transaction on Monday, March 3rd. The shares were sold at an average price of $80.39, for a total transaction of $401,950.00. Following the transaction, the insider now directly owns 1,300 shares in the company, valued at approximately $104,507. This represents a 79.37% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 170,214 shares of company stock valued at $13,925,963 in the last quarter. Insiders own 14.60% of the company’s stock.

SEI Investments announced that its Board of Directors has authorized a stock 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 buy up to 5.3% of its shares through open market purchases. Shares buyback plans are generally 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.