Zacks Research Expects Stronger Earnings for SEI Investments

SEI Investments Company (NASDAQ:SEIC) – Zacks Research raised their Q3 2025 earnings per share (EPS) estimates for shares of SEI Investments in a note issued to investors on Wednesday, August 13th. Zacks Research analyst R. Department now expects that the asset manager will post earnings per share of $1.16 for the quarter, up from their prior forecast 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’ Q1 2026 earnings at $1.23 EPS, Q2 2026 earnings at $1.32 EPS, Q3 2026 earnings at $1.34 EPS, Q4 2026 earnings at $1.37 EPS, FY2026 earnings at $5.26 EPS and FY2027 earnings at $5.76 EPS.

SEI Investments (NASDAQ:SEIC) last announced its earnings results on Wednesday, July 23rd. The asset manager reported $1.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.18 by $0.60. SEI Investments had a return on equity of 29.96% and a net margin of 31.25%. The firm had revenue of $559.60 million for the quarter, compared to analyst estimates of $550.72 million. During the same quarter last year, the firm posted $1.05 EPS. The business’s revenue was up 7.8% on a year-over-year basis.

Other research analysts have also issued reports about the stock. Wall Street Zen raised shares of SEI Investments from a “hold” rating to a “buy” rating in a research note on Tuesday, May 20th. William Blair reaffirmed a “market perform” rating on shares of SEI Investments in a research note on Thursday, April 24th. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 price target (up from $84.00) on shares of SEI Investments in a research note on Thursday, June 26th. Oppenheimer raised their price target on shares of SEI Investments from $96.00 to $101.00 and gave the company an “outperform” rating in a research note on Tuesday, July 8th. Finally, Raymond James Financial raised their price target on shares of SEI Investments from $115.00 to $118.00 and gave the company an “outperform” rating in a research note on Thursday, July 24th. Three equities research analysts have rated the stock with a hold rating and four have issued a buy rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $102.00.

SEI Investments Trading Up 0.3%

Shares of SEI Investments stock opened at $88.81 on Thursday. The firm has a market capitalization of $10.98 billion, a PE ratio of 16.66, a P/E/G ratio of 1.41 and a beta of 0.95. SEI Investments has a twelve month low of $64.66 and a twelve month high of $93.96. The firm’s 50-day moving average price is $88.55 and its 200 day moving average price is $82.37.

SEI Investments Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 17th. Shareholders of record on Monday, June 9th were paid a $0.49 dividend. This is a positive change from SEI Investments’s previous quarterly dividend of $0.46. The ex-dividend date of this dividend was Monday, June 9th. This represents a $1.96 dividend on an annualized basis and a yield of 2.2%. SEI Investments’s dividend payout ratio is 18.39%.

Insider Buying and Selling

In other news, Chairman Alfred P. West, Jr. sold 75,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 28th. The shares were sold at an average price of $85.78, for a total transaction of $6,433,500.00. Following the completion of the sale, the chairman owned 7,003,708 shares in the company, valued at $600,778,072.24. This trade represents a 1.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Mark Andrew Warner sold 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 29th. The stock was sold at an average price of $88.75, for a total transaction of $443,750.00. Following the sale, the insider owned 1,300 shares of the company’s stock, valued at $115,375. This represents a 79.37% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 146,126 shares of company stock worth $12,450,349 over the last three months. Corporate insiders own 14.60% of the company’s stock.

Institutional Trading of SEI Investments

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in SEI Investments by 59.9% in the 1st quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 12,553 shares of the asset manager’s stock valued at $974,000 after purchasing an additional 4,701 shares during the last quarter. Janney Montgomery Scott LLC acquired a new stake in SEI Investments in the 1st quarter valued at approximately $206,000. Wealth Enhancement Advisory Services LLC increased its holdings in SEI Investments by 41.6% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 21,301 shares of the asset manager’s stock valued at $1,654,000 after purchasing an additional 6,261 shares during the last quarter. Boston Trust Walden Corp increased its holdings in SEI Investments by 1.5% in the 1st quarter. Boston Trust Walden Corp now owns 1,325,479 shares of the asset manager’s stock valued at $102,897,000 after purchasing an additional 19,150 shares during the last quarter. Finally, Farther Finance Advisors LLC increased its holdings in SEI Investments by 104.3% in the 1st quarter. Farther Finance Advisors LLC now owns 1,334 shares of the asset manager’s stock valued at $103,000 after purchasing an additional 681 shares during the last quarter. Institutional investors and hedge funds own 70.59% of the company’s stock.

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.