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SEI Investments
SEIC.US
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. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios.
1.124 T
SEIC.USMarket value -Rank by Market Cap -/-

Financial Score

05/12/2025 Update
B
Asset Management and Custody BanksIndustry
Industry Ranking5/119
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreA
    • ROE29.38%A
    • Profit Margin31.09%A
    • Gross Margin78.04%A
  • Growth ScoreB
    • Revenue YoY9.44%B
    • Net Profit YoY27.91%B
    • Total Assets YoY5.99%B
    • Net Assets YoY2.76%C
  • Cash ScoreC
    • Cash Flow Margin321.60%C
    • OCF YoY9.44%B
  • Operating ScoreB
    • Turnover0.81B
  • Debt ScoreA
    • Gearing Ratio14.96%A

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Institutional View & Shareholder

Analyst Ratings

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    News
    View More

    VP McCabe Files To Sell 12,000 Of SEI Investments Co [SEIC]

    VP Philip McCabe of SEI Investments Co filed a Form 144 with the SEC to sell 12,000 restricted shares on December 4, 2025, through Charles Schwab & Co Inc. This filing allows the sale within 90 days. The Washington Service offers insider trading analysis and data services.

    Reuters·
    US
    SEIC
    -0.18%
    Reuters·
    US
    SEIC
    -0.18%

    SEI Investments Completes First Stage of Stratos Wealth Holdings Acquisition

    SEI Investments has completed the first stage of acquiring Stratos Wealth Holdings, purchasing the U.S.-based Stratos business for $441 million. This is part of a strategic investment through SEI-Eclipse Holding Company, LLC. The second stage involves acquiring the Mexico-based NSC business by 2026. SEI will pay $544 million for 57.5% of SEI-Eclipse, with legacy Stratos equity holders retaining 42.5%, subject to put/call rights. Stratos has over 350 financial advisors across 29 states.

    Reuters·
    US
    SEIC
    -0.18%
    Reuters·
    US
    SEIC
    -0.18%

    SEI Investments Company $SEIC Shares Sold by Russell Investments Group Ltd.

    Russell Investments Group Ltd. reduced its stake in SEI Investments by 19.3% in Q2, selling 34,619 shares. SEI's stock opened at $79.98, with a 52-week range of $64.66 to $93.96. Analysts have mixed ratings, with a moderate buy consensus and an average target price of $104.40. Recent insider sales include Director Kathryn Mccarthy and Carl Guarino, reducing their holdings by 11.68% and 38.40%, respectively.

    Market Beat·
    US
    SEIC
    -0.18%
    Market Beat·
    US
    SEIC
    -0.18%

    Is Syverson Strege’s Partnership a Pivotal Test for SEI Investments’ (SEIC) Platform Strategy?

    Syverson Strege partners with SEI Investments to enhance growth and client experience, highlighting SEI's role as a technology and services platform for advisory firms. The partnership underscores SEI's operational progress but doesn't address margin pressure risks. SEI projects $2.5 billion revenue by 2028, requiring 4.8% annual growth. Fair value estimates range from $68.68 to $95.17 per share, with margin compression as a key risk. Simply Wall St provides analysis based on historical data and forecasts, not financial advice.

    Simplywall·
    US
    SEIC
    -0.18%
    Simplywall·
    US
    SEIC
    -0.18%

    SEI’s Tax Management Expansion and Syverson Strege Collaboration Could Be a Game Changer for SEIC

    SEI Investments is expanding its tax management capabilities and collaborating with Syverson Strege to enhance its wealth management platform. This initiative aims to offer personalized, tax-efficient investment management and improve operational efficiency for advisory firms. Despite potential margin pressures, SEI's focus on customization and tax optimization is expected to support long-term growth. The company's revenue is projected to reach $2.5 billion by 2028, with a fair value estimate of $96, indicating a 20% upside from the current price.

    Simplywall·
    US
    SEIC
    -0.18%
    Simplywall·
    US
    SEIC
    -0.18%
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