Zacks Research Forecasts Higher Earnings for SEI Investments

SEI Investments Company (NASDAQ:SEIC) – Research analysts at Zacks Research boosted their FY2025 earnings per share estimates for SEI Investments in a report issued on Wednesday, August 13th. Zacks Research analyst Team now anticipates that the asset manager will post earnings per share of $5.34 for the year, up from their prior estimate of $4.69. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q2 2027 earnings at $1.40 EPS.

SEI Investments (NASDAQ:SEIC) last issued its quarterly earnings data on Wednesday, July 23rd. The asset manager reported $1.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.18 by $0.60. The firm had revenue of $559.60 million during the quarter, compared to the consensus estimate of $550.72 million. SEI Investments had a net margin of 31.25% and a return on equity of 29.96%. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period last year, the business posted $1.05 earnings per share.

A number of other equities research analysts also recently weighed in on SEIC. Keefe, Bruyette & Woods reiterated a “market perform” rating and issued a $98.00 price target (down from $100.00) on shares of SEI Investments in a research report on Thursday, July 24th. Oppenheimer boosted their price objective on shares of SEI Investments from $96.00 to $101.00 and gave the company an “outperform” rating in a research report on Tuesday, July 8th. Morgan Stanley restated an “overweight” rating and set a $100.00 price objective (up from $84.00) on shares of SEI Investments in a research report on Thursday, June 26th. William Blair restated a “market perform” rating on shares of SEI Investments in a research report on Thursday, April 24th. Finally, Piper Sandler decreased their target price on shares of SEI Investments from $96.00 to $93.00 and set a “neutral” rating on the stock 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 data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $102.00.

SEI Investments Stock Down 0.7%

Shares of SEIC stock opened at $88.19 on Friday. The firm has a 50 day moving average price of $88.60 and a two-hundred day moving average price of $82.39. The company has a market capitalization of $10.90 billion, a PE ratio of 16.55, a price-to-earnings-growth ratio of 1.37 and a beta of 0.95. SEI Investments has a 12-month low of $64.66 and a 12-month high of $93.96.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the business. CoreFirst Bank & Trust purchased a new stake in shares of SEI Investments during the 2nd quarter valued at $34,000. Addison Advisors LLC raised its position in SEI Investments by 117.6% in the 2nd quarter. Addison Advisors LLC now owns 457 shares of the asset manager’s stock worth $41,000 after purchasing an additional 247 shares during the period. Geneos Wealth Management Inc. raised its position in SEI Investments by 60.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock worth $41,000 after purchasing an additional 200 shares during the period. Versant Capital Management Inc raised its position in SEI Investments by 156.1% in the 1st quarter. Versant Capital Management Inc now owns 543 shares of the asset manager’s stock worth $42,000 after purchasing an additional 331 shares during the period. Finally, Harbor Capital Advisors Inc. purchased a new position in SEI Investments in the 2nd quarter worth $45,000. 70.59% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Mark Andrew Warner sold 5,000 shares of the stock in a transaction that occurred on Tuesday, July 29th. The shares were sold at an average price of $88.75, for a total transaction of $443,750.00. Following the completion of the transaction, the insider directly owned 1,300 shares of the company’s stock, valued at $115,375. This represents a 79.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Alfred P. West, Jr. sold 66,126 shares of the stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $84.28, for a total transaction of $5,573,099.28. Following the transaction, the chairman directly owned 6,937,582 shares of the company’s stock, valued at $584,699,410.96. This represents a 0.94% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 146,126 shares of company stock valued at $12,450,349. Company insiders own 14.60% of the company’s stock.

SEI Investments Increases Dividend

The company also recently disclosed 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 was Monday, June 9th. This represents a $1.96 annualized dividend and a yield of 2.2%. SEI Investments’s dividend payout ratio (DPR) is 18.39%.

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.