SEI Investments Company (NASDAQ:SEIC) Given Consensus Rating of “Moderate Buy” by Brokerages

SEI Investments Company (NASDAQ:SEIC) has been given a consensus recommendation of “Moderate Buy” by the eight ratings firms that are covering the stock, MarketBeat reports. Two analysts have rated the stock with a hold recommendation and six have assigned a buy recommendation to the company. The average 1 year target price among brokerages that have issued ratings on the stock in the last year is $109.20.

SEIC has been the topic of a number of analyst reports. Piper Sandler upped their target price on shares of SEI Investments from $102.00 to $109.00 and gave the stock an “overweight” rating in a report on Thursday. Raymond James Financial reaffirmed an “outperform” rating and set a $117.00 target price on shares of SEI Investments in a research report on Monday, January 5th. Keefe, Bruyette & Woods upped their price target on SEI Investments from $97.00 to $102.00 and gave the stock an “outperform” rating in a report on Thursday, January 8th. Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a research note on Thursday, January 22nd. Finally, Morgan Stanley upped their target price on shares of SEI Investments from $115.00 to $117.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 6th.

SEI Investments Price Performance

Shares of NASDAQ:SEIC opened at $87.85 on Friday. SEI Investments has a twelve month low of $64.66 and a twelve month high of $93.96. The stock’s 50 day moving average is $83.98 and its 200-day moving average is $85.09. The company has a quick ratio of 5.62, a current ratio of 3.29 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $10.76 billion, a price-to-earnings ratio of 15.60 and a beta of 0.97.

SEI Investments (NASDAQ:SEIC) last announced its quarterly earnings results on Wednesday, January 28th. The asset manager reported $1.38 EPS for the quarter, beating analysts’ consensus estimates of $1.34 by $0.04. SEI Investments had a net margin of 31.14% and a return on equity of 30.26%. The business had revenue of $607.93 million during the quarter, compared to analyst estimates of $596.97 million. During the same quarter in the previous year, the business posted $1.19 EPS. SEI Investments’s quarterly revenue was up 9.1% on a year-over-year basis. Sell-side analysts forecast that SEI Investments will post 4.86 EPS for the current fiscal year.

SEI Investments Announces Dividend

The company also recently disclosed a dividend, which was paid on Monday, January 12th. Shareholders of record on Monday, December 29th were paid a $0.52 dividend. The ex-dividend date was Monday, December 29th. This represents a yield of 124.0%. SEI Investments’s dividend payout ratio (DPR) is 18.47%.

SEI Investments announced that its Board of Directors has approved a share buyback plan on Friday, October 24th that allows the company to buyback $650.00 million in shares. This buyback authorization allows the asset manager to repurchase up to 6.4% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.

Insiders Place Their Bets

In other SEI Investments news, Chairman Alfred P. West, Jr. sold 24,770 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $80.87, for a total value of $2,003,149.90. Following the completion of the transaction, the chairman owned 6,942,812 shares in the company, valued at $561,465,206.44. This represents a 0.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 14.60% of the company’s stock.

Hedge Funds Weigh In On SEI Investments

Institutional investors have recently added to or reduced their stakes in the stock. Bison Wealth LLC bought a new stake in SEI Investments in the fourth quarter worth about $207,000. Baird Financial Group Inc. bought a new stake in shares of SEI Investments in the 1st quarter worth approximately $201,000. Geneos Wealth Management Inc. lifted its stake in SEI Investments by 60.2% in the first quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after purchasing an additional 200 shares during the last quarter. Janney Montgomery Scott LLC grew its holdings in SEI Investments by 5,005.9% during the second quarter. Janney Montgomery Scott LLC now owns 135,511 shares of the asset manager’s stock valued at $12,177,000 after purchasing an additional 132,857 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of SEI Investments by 39.3% in the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 5,830 shares of the asset manager’s stock valued at $524,000 after buying an additional 1,645 shares during the period. Institutional investors own 70.59% of the company’s stock.

Key Stories Impacting SEI Investments

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: Q4 results beat expectations: SEI reported $1.38 EPS vs. $1.34 consensus, revenue rose ~9% year-over-year and assets under management climbed ~16%, supporting the revenue and margin story. SEI Investments Beats on Q4 Earnings as Revenues & AUM Grow Y/Y
• Positive Sentiment: Management signaled continued sales momentum and strategic focus for 2026 after record Q4 results, which supports organic growth expectations. SEI Investments signals continued sales momentum and strategic focus for 2026 following record Q4 results
• Positive Sentiment: Analyst sentiment and price-targets remain constructive: a recent roundup highlights a consensus upside (~27% in one note), indicating Wall Street sees further appreciation if execution continues. Wall Street Analysts Think SEI (SEIC) Could Surge 27.18%: Read This Before Placing a Bet
• Positive Sentiment: Strategic partnerships expand product set: SEI partnered with TIFIN Give to offer white-labeled donor-advised fund solutions to bank and trust clients — a distribution and product expansion play. TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions to Bank and Trust Clients
• Neutral Sentiment: Call/transcript and presentations are available for detail-oriented investors; they confirm beats and management commentary but add limited new information beyond the headline results. SEI Investments (SEIC) Q4 2025 Earnings Transcript
• Neutral Sentiment: Momentum-focused write-ups and analyst-review roundups highlight SEI’s style scores and analyst views, useful for positioning but not immediate catalysts. Here’s Why SEI Investments (SEIC) is a Strong Momentum Stock
• Neutral Sentiment: Analyst review summaries provide varied perspectives; they’re helpful for medium-term conviction but show no broad negative consensus. Demystifying SEI Investments: Insights From 5 Analyst Reviews
• Negative Sentiment: Higher expenses tied to the Stratos deal are weighing on near-term profitability and offset some benefits of revenue/AUM growth; investors may be concerned about integration costs and margin pressure. SEI (SEIC) Reports Q4 Earnings: What Key Metrics Have to Say

SEI Investments Company Profile

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.