Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for SEI Investments (NASDAQ:SEIC) Stock

SEI Investments (NASDAQ:SEIC) had its price objective raised by analysts at Keefe, Bruyette & Woods from $95.00 to $107.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “outperform” rating on the asset manager’s stock. Keefe, Bruyette & Woods’ target price would suggest a potential upside of 20.44% from the stock’s current price.

A number of other equities research analysts have also issued reports on SEIC. Weiss Ratings reaffirmed a “buy (b)” rating on shares of SEI Investments in a research note on Tuesday. Piper Sandler reissued an “overweight” rating and issued a $105.00 price target (up from $99.00) on shares of SEI Investments in a report on Thursday. Morgan Stanley reduced their price objective on SEI Investments from $119.00 to $108.00 and set an “overweight” rating on the stock in a research report on Thursday, April 2nd. Raymond James Financial reaffirmed an “outperform” rating and set a $117.00 price objective on shares of SEI Investments in a research note on Monday, January 5th. Finally, UBS Group assumed coverage on shares of SEI Investments in a research note on Wednesday, February 4th. They issued a “buy” rating and a $115.00 target price for the company. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $108.83.

SEI Investments Stock Performance

Shares of SEIC opened at $88.84 on Thursday. The company has a current ratio of 4.52, a quick ratio of 3.20 and a debt-to-equity ratio of 0.07. The stock has a market cap of $10.75 billion, a P/E ratio of 15.16 and a beta of 0.94. The company has a 50-day moving average of $79.82 and a two-hundred day moving average of $81.95. SEI Investments has a 12-month low of $75.08 and a 12-month high of $93.96.

SEI Investments (NASDAQ:SEIC) last released its quarterly earnings results on Wednesday, April 22nd. The asset manager reported $1.44 EPS for the quarter, beating the consensus estimate of $1.29 by $0.15. SEI Investments had a net margin of 31.17% and a return on equity of 30.70%. The business had revenue of $622.18 million for the quarter, compared to analyst estimates of $641.82 million. During the same period in the prior year, the business earned $1.17 earnings per share. The company’s quarterly revenue was up 12.9% on a year-over-year basis. As a group, research analysts predict that SEI Investments will post 5.44 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Mark Andrew Warner sold 4,000 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $81.74, for a total transaction of $326,960.00. Following the completion of the sale, the insider owned 921 shares of the company’s stock, valued at approximately $75,282.54. This represents a 81.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Philip Mccabe sold 15,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $91.82, for a total transaction of $1,377,300.00. Following the completion of the transaction, the insider owned 54,884 shares in the company, valued at $5,039,448.88. The trade was a 21.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 186,447 shares of company stock worth $15,948,959. Corporate insiders own 14.60% of the company’s stock.

Institutional Investors Weigh In On SEI Investments

Several large investors have recently made changes to their positions in SEIC. Root Financial Partners LLC acquired a new stake in SEI Investments in the 3rd quarter valued at $28,000. SJS Investment Consulting Inc. lifted its stake in shares of SEI Investments by 142.9% during the third quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager’s stock worth $30,000 after purchasing an additional 210 shares in the last quarter. Community Bank N.A. purchased a new stake in shares of SEI Investments in the third quarter worth about $35,000. Allworth Financial LP boosted its position in shares of SEI Investments by 44.0% in the third quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock worth $37,000 after buying an additional 132 shares during the period. Finally, CIBC Private Wealth Group LLC grew its stake in shares of SEI Investments by 353.1% in the third quarter. CIBC Private Wealth Group LLC now owns 435 shares of the asset manager’s stock valued at $37,000 after buying an additional 339 shares in the last quarter. Institutional investors and hedge funds own 70.59% of the company’s stock.

SEI Investments News Summary

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

• Positive Sentiment: Q1 earnings beat and margin gains — SEI reported Q1 EPS of $1.44, topping consensus and showing year‑over‑year revenue and operating‑margin improvement, a core positive for an asset manager that supports forward earnings expectations. PR Newswire: Q1 Results
• Positive Sentiment: Analyst upgrade lifts sentiment — Keefe, Bruyette & Woods raised its price target to $107 and kept an outperform rating, signaling institutional confidence in SEI’s growth trajectory and providing upside support. Benzinga: KBW Raise
• Neutral Sentiment: Revenue vs. estimates and AUM dynamics — while revenue and AUM rose year‑over‑year, reported revenue (~$622M) came in below some consensus estimates, creating a mixed read despite the EPS beat; read-throughs from the earnings call/transcript add nuance on fee mix and expense timing. Yahoo: Q1 Highlights
• Negative Sentiment: Significant insider selling — Director/insider Sanjay Sharma disclosed a sale of 25,000 shares (~38.6% reduction) at an average ~$90.12 and another insider, Philip McCabe, sold 15,000 shares at ~$91.82; large, concurrent insider disposals can be perceived negatively by the market even if sales are for diversification or tax reasons. S. Sharma SEC Filing P. McCabe SEC Filing

About SEI Investments

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.