SEI Investments upped to overweight at Piper as sales wins accumulate

MSN
2025.12.23 16:12
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Piper Sandler upgraded SEI Investments to Overweight, citing $144M in sales wins and growth in alternatives. Analyst Crispin Love expects revenue acceleration and margin expansion, driven by marquee clients like Blackstone. SEI targets returning over 90% of free cash flow to shareholders. The Overweight rating contrasts with SA Quant's Hold but aligns with Wall Street's Buy.