SEI Investments FY2025 EPS Forecast Boosted by William Blair

SEI Investments Company (NASDAQ:SEIC) – Equities researchers at William Blair increased their FY2025 earnings per share estimates for SEI Investments in a research report issued on Thursday, October 23rd. William Blair analyst J. Schmitt now anticipates that the asset manager will post earnings of $5.58 per share for the year, up from their prior estimate of $5.51. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ Q1 2026 earnings at $1.32 EPS, Q2 2026 earnings at $1.33 EPS, Q3 2026 earnings at $1.34 EPS, Q4 2026 earnings at $1.46 EPS, Q1 2027 earnings at $1.44 EPS, Q2 2027 earnings at $1.46 EPS and Q3 2027 earnings at $1.48 EPS.

A number of other equities research analysts also recently weighed in on SEIC. Morgan Stanley lifted their target price on SEI Investments from $105.00 to $115.00 and gave the stock an “overweight” rating in a report on Friday, September 19th. Keefe, Bruyette & Woods lowered their target price on SEI Investments from $98.00 to $93.00 and set a “market perform” rating for the company in a report on Monday, October 13th. Raymond James Financial boosted their price objective on SEI Investments from $118.00 to $120.00 and gave the company an “outperform” rating in a report on Tuesday, October 14th. Piper Sandler decreased their price objective on SEI Investments from $96.00 to $93.00 and set a “neutral” rating for the company in a report on Thursday, July 24th. Finally, Zacks Research upgraded SEI Investments from a “hold” rating to a “strong-buy” rating in a report on Monday, October 13th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, SEI Investments currently has a consensus rating of “Moderate Buy” and an average price target of $104.40.

SEI Investments Trading Up 0.5%

Shares of SEIC stock opened at $81.91 on Monday. The company has a market cap of $10.13 billion, a P/E ratio of 15.06, a PEG ratio of 1.23 and a beta of 0.96. The stock has a 50 day simple moving average of $85.88 and a two-hundred day simple moving average of $85.07. The company has a debt-to-equity ratio of 0.04, a quick ratio of 5.62 and a current ratio of 5.73. SEI Investments has a fifty-two week low of $64.66 and a fifty-two week high of $93.96.

SEI Investments (NASDAQ:SEIC) last issued its earnings results on Wednesday, October 22nd. The asset manager reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.25 by $0.05. The business had revenue of $578.51 million during the quarter, compared to the consensus estimate of $578.75 million. SEI Investments had a return on equity of 30.21% and a net margin of 31.09%.The firm’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.19 earnings per share.

SEI Investments declared that its board has authorized a stock buyback program on Friday, October 24th that allows the company to repurchase $650.00 million in outstanding shares. This repurchase authorization allows the asset manager to buy up to 6.4% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In related news, Director Kathryn Mccarthy sold 10,000 shares of the company’s stock in a transaction on Monday, September 29th. The stock was sold at an average price of $85.66, for a total transaction of $856,600.00. Following the completion of the sale, the director owned 75,641 shares in the company, valued at approximately $6,479,408.06. This represents a 11.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Ryan Hicke sold 35,000 shares of the company’s stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $88.30, for a total value of $3,090,500.00. Following the sale, the chief executive officer owned 171,260 shares of the company’s stock, valued at $15,122,258. This trade represents a 16.97% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 60,000 shares of company stock worth $5,254,950. 14.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On SEI Investments

Institutional investors have recently bought and sold shares of the stock. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in SEI Investments by 59.9% during the first quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 12,553 shares of the asset manager’s stock worth $974,000 after buying an additional 4,701 shares in the last quarter. LPL Financial LLC boosted its position in SEI Investments by 6.0% in the first quarter. LPL Financial LLC now owns 93,455 shares of the asset manager’s stock worth $7,255,000 after purchasing an additional 5,291 shares during the last quarter. Janney Montgomery Scott LLC purchased a new position in SEI Investments in the first quarter worth $206,000. FORA Capital LLC purchased a new position in SEI Investments in the first quarter worth $990,000. Finally, Deutsche Bank AG boosted its position in SEI Investments by 41.9% in the first quarter. Deutsche Bank AG now owns 216,212 shares of the asset manager’s stock worth $16,785,000 after purchasing an additional 63,810 shares during the last quarter. Institutional investors 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.