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SEI Investments Company

SEIC

Last
$104.70
Day
+1.4%
1y
+22.8%
5y
+75.1%
52w
-7.9%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
2026-10-2817d
EMA 21
104.27
EMA 50
103.86
EMA 200
94.64
20d high
-4.4%
5y high
-7.9%
5y range
87th
Website · 4,997 employees · United States

Positions held

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Score
5
Hold
watch
Signal
Neutral
Target
$110.64
Stop
$99.56
Stop distance
4.9%
Target vs last
+5.7%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • SEI Investments Company is well-positioned in the asset management industry, benefiting from a strong market capitalization of approximately $12.34 billion and a solid recommendation to buy.
  • In the most recent quarter, SEIC reported a revenue increase of 3% compared to the prior quarter, reaching $642 million.
  • The company's gross margin improved to 56.8%, up from 56.1% in the previous quarter.
Bear case
  • Despite its strengths, SEI Investments faces challenges with a declining earnings growth rate of -10.7%, indicating potential headwinds in profitability.
  • The operating margin has shown volatility, decreasing from 30.7% in Q2 2026 to 30.5% in Q1 2026.
  • The company's net income growth has been inconsistent, with a drop from $195.7 million in Q2 2026 to $174.5 million in Q1 2026.

Fundamentals

Market cap$12.39BEnterprise value$12.39BTrailing P/E18.21Forward P/E14.81
PEG1.74Price / book4.96Beta0.97Dividend yield1.01%
Revenue growth14.7%Earnings growth-10.7%Gross margin78.4%Operating margin30.7%
Profit margin28.8%ROE27.6%ROA14.8%Debt / equity0.02
Current ratio5.06Free cash flow$377.48MAnalyst recommendationbuyMean target$117.50
52w high$112.1552w low$75.08

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$642M$622M$608M$579M$560M
Op margin30.7%30.5%26.6%27.7%26.6%
Net income$196M$174M$173M$164M$227M
Gross margin56.8%56.1%51.6%53.6%53.8%
Gross profit$364M$349M$314M$310M$301M
Operating income$197M$189M$162M$160M$149M
  • Revenue +3% vs prior quarter ($642M vs $622M).
  • Gross margin 56.8% (was 56.1% prior quarter).

Yearly (6y)

2025202420232022
Revenue$2.3B$2.1B$1.9B$2.0B
Op margin27.3%26.0%22.1%23.9%
Net income$715M$581M$462M$475M
Gross margin53.5%53.1%51.3%52.5%
Gross profit$1.2B$1.1B$984M$1.0B
Operating income$627M$552M$425M$476M
Headline scan

Headlines — positive tone

• [OK · fundamentals] SEI’s Record Revenue, Earnings Fuel Future Growth, Rising Shares

News

SEIC · daily-0.5% over 13 sessions
Close EMA21 EMA50 EMA200
98.07100.17102.28104.39106.502026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$160M$321M$481M$642M0%28%57%2025-Q22025-Q32025-Q42026-Q12026-Q2