SEI Investments (NASDAQ:SEIC) Stock

SEI INVESTMENTS COMPANY

SEI Inv

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.

SEI Investments Co

Throughout the last three months, 7 analysts have evaluated SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>), offering a diverse set of opinions from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for SEI Investments, presenting an average target of $80.14, a high estimate of $84.00, and a low estimate of $74.00. A 0.71% drop is evident in the current average compared to the previous average price target of $80.71. 
<img src="https://www.benzinga.com/files/images/story/2025/1748959236_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
A comprehensive examination of how financial experts perceive SEI Investments is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Rayna Kumar</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$84.00</td>
<td>$82.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$84.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Rayna Kumar</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$82.00</td>
<td>$77.00</td>
</tr>
<tr>
<td>Crispin Love</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Neutral</td>
<td>$79.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Crispin Love</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$74.00</td>
<td>$87.00</td>
</tr>
<tr>
<td>Rayna Kumar</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$77.00</td>
<td>$81.00</td>
</tr>
<tr>
<td>Rayna Kumar</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$81.00</td>
<td>$84.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to SEI Investments. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of SEI Investments compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for SEI Investments's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
To gain a panoramic view of SEI Investments's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/SEIC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on SEI Investments analyst ratings.</a>
<h2>Unveiling the Story Behind SEI Investments</h2>
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
<h3>Unraveling the Financial Story of SEI Investments</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: SEI Investments's revenue growth over a period of 3M has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 7.77%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Financials sector.
Net Margin: SEI Investments's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 27.48%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): SEI Investments's ROE stands out, surpassing industry averages. With an impressive ROE of 6.72%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): SEI Investments's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 5.77% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: SEI Investments's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.01.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

SEIC

Deep Dive Into SEI Investments Stock: Analyst Perspectives (7 Ratings)

Morgan Stanley analyst Rayna Kumar maintains SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) with a Overweight and raises the price target from $82 to $84.

News

Price Target

Morgan Stanley Maintains Overweight on SEI Investments, Raises Price Target to $84

SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA
LONDON and OAKS, Pa., May 21, 2025 /PRNewswire/ --&nbsp;<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4432124-1&amp;h=1703677335&amp;u=https%3A%2F%2Fwww.seic.com%2F&amp;a=SEI">SEI</a>&#xAE;&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) today announced that <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4432124-1&amp;h=1381821049&amp;u=https%3A%2F%2Fwww.trinitybridge.com%2F&amp;a=TrinityBridge">TrinityBridge</a>&nbsp;has expanded its strategic partnership with SEI, adopting SEI Sphere&#xAE; for unified managed services across cloud, cybersecurity, and network operations. SEI Sphere modernises enterprise technology and data infrastructure to help organisations operate securely and efficiently in an increasingly complex digital landscape.&nbsp;

TrinityBridge Expands Strategic Partnership With SEI, Adopting SEI Sphere For Unified Managed Services Across Cloud, Cybersecurity, And Network Operations

A substantial insider sell was reported on May 16, by Michael Peterson, Executive Vice President at SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>), based on the recent SEC filing.
What Happened: Peterson's recent move involves selling 50,000 shares of SEI Investments. This information is documented in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000350894/000162828025026154//Archives/edgar/data/350894/000162828025026154/0001628280-25-026154-index.htm">U.S. Securities and Exchange Commission</a> on Friday. The total value is $4,213,500.
SEI Investments's shares are actively trading at $84.35, experiencing a down of 0.5% during Friday's morning session.
<h3>All You Need to Know About SEI Investments</h3>
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
<h3>Understanding the Numbers: SEI Investments's Finances</h3>
Revenue Growth: SEI Investments displayed positive results in 3 months. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 7.77%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Financials sector.
Holistic Profitability Examination:
<ul>
<li>
Gross Margin: Achieving a high gross margin of 55.13%, the company performs well in terms of cost management and profitability within its sector.
</li>
<li>
Earnings per Share (EPS): SEI Investments's EPS is below the industry average, signaling challenges in bottom-line performance with a current EPS of 1.2.
</li>
</ul>
Debt Management: SEI Investments's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.01.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 18.47 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: With a relatively high Price to Sales ratio of 5.13 as compared to the industry average, the stock might be considered overvalued based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a below-average EV/EBITDA ratio of 11.6, SEI Investments presents an opportunity for value investors. This lower valuation may attract investors seeking undervalued opportunities.
</li>
</ul>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>Uncovering the Importance of Insider Activity</h3>
Insider transactions shouldn't be used primarily to make an investing decision, however an insider transaction can be an important factor in the investing decision. 
Within the legal framework, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as per Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
The initiation of a new purchase by a company insider serves as a strong indication that they expect the stock to rise.
However, insider sells may not always signal a bearish view and can be influenced by various factors.
<h3>Transaction Codes To Focus On</h3>
When analyzing transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase,while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000350894">Check Out The Full List Of SEI Investments's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Trading Ideas

SEI Investments Executive Vice President Trades $4.21M In Company Stock

Keefe, Bruyette &amp; Woods analyst Aidan Hall maintains SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) with a Market Perform and raises the price target from $80 to $84.

Keefe, Bruyette & Woods Maintains Market Perform on SEI Investments, Raises Price Target to $84

SEI Investments's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NYSE">SEIC</a>) short percent of float has risen 30.13% since its last report. The company recently reported that it has 3.26 million shares sold short, which is 2.98% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.52 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>SEI Investments Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745586032_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for SEI Investments has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing SEI Investments's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, SEI Investments's peer group average for short interest as a percentage of float is 3.56%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into SEI Investments's Recent Short Interest

SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) underwent analysis by 7 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $83.14, along with a high estimate of $99.00 and a low estimate of $74.00. Surpassing the previous average price target of $81.50, the current average has increased by 2.01%.
<img src="https://www.benzinga.com/files/images/story/2025/1745521214_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The standing of SEI Investments among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;---------------------&#x7C;-----------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Rayna Kumar &#x7C;Morgan Stanley &#x7C;Raises &#x7C;Overweight &#x7C; $82.00&#x7C;$77.00 &#x7C; 
&#x7C;Crispin Love &#x7C;Piper Sandler &#x7C;Raises &#x7C;Neutral &#x7C; $79.00&#x7C;$74.00 &#x7C; 
&#x7C;Crispin Love &#x7C;Piper Sandler &#x7C;Lowers &#x7C;Neutral &#x7C; $74.00&#x7C;$87.00 &#x7C; 
&#x7C;Rayna Kumar &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Overweight &#x7C; $77.00&#x7C;$81.00 &#x7C; 
&#x7C;Rayna Kumar &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Underweight &#x7C; $81.00&#x7C;$84.00 &#x7C; 
&#x7C;Aidan Hall &#x7C;Keefe, Bruyette &amp; Woods&#x7C;Raises &#x7C;Market Perform &#x7C; $90.00&#x7C;$86.00 &#x7C; 
&#x7C;Patrick O'Shaughnessy&#x7C;Raymond James &#x7C;Announces &#x7C;Outperform &#x7C; $99.00&#x7C;- &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to SEI Investments. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of SEI Investments compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for SEI Investments's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into SEI Investments's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SEIC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on SEI Investments analyst ratings.</a>
<h2>About SEI Investments</h2>
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
<h3>SEI Investments: A Financial Overview</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Over the 3M period, SEI Investments showcased positive performance, achieving a revenue growth rate of 14.92% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 27.96%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): SEI Investments's ROE stands out, surpassing industry averages. With an impressive ROE of 6.76%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): SEI Investments's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 5.8% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: SEI Investments's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.01.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

7 Analysts Assess SEI Investments: What You Need To Know

Morgan Stanley analyst Rayna Kumar maintains SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) with a Overweight and raises the price target from $77 to $82.

Morgan Stanley Maintains Overweight on SEI Investments, Raises Price Target to $82

Piper Sandler analyst Crispin Love maintains SEI Investments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) with a Neutral and raises the price target from $74 to $79.

Piper Sandler Maintains Neutral on SEI Investments, Raises Price Target to $79

WIIM

SEI Investments shares are trading higher after the company reported better-than-expected Q1 financial results.

SEI Inv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) reported quarterly earnings of $1.17 per share which beat the analyst consensus estimate of $1.13 by 3.54 percent. This is a 18.18 percent increase over earnings of $0.99 per share from the same period last year. The company reported quarterly sales of $551.34 million which beat the analyst consensus estimate of $547.66 million by 0.67 percent. This is a 7.77 percent increase over sales of $511.58 million the same period last year.

Earnings

Earnings Beats

SEI Inv Q1 EPS $1.17 Beats $1.13 Estimate, Sales $551.34M Beat $547.66M Estimate

AMTB

ASGN

BANC

BPOP

BRKL

BWFG

CACI

CBAN

CHDN

CHKP

COOP

CSLR

CVLG

New Oriental Education & Technology Group

EGBN

EPRT

GATX

GLPG

GSHD

HBNC

HCSG

IMAX

INBK

KALU

KREF

LRCX

MTDR

ODFL

ORLY

OSBC

OTIS

PLXS

PTEN

Earnings Scheduled For April 23, 2025

SEI Inv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) will release its quarterly earnings report on Wednesday, 2025-04-23. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate SEI Inv to report an earnings per share (EPS) of $1.14.
SEI Inv bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Overview of Past Earnings</h3>
The company's EPS missed by $0.00 in the last quarter, leading to a 3.7% increase in the share price on the following day.
Here's a look at SEI Inv's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.19</td>
<td>1.07</td>
<td>1.04</td>
<td>0.98</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.19</td>
<td>1.19</td>
<td>1.05</td>
<td>0.99</td>
</tr>
<tr>
<td>Price Change %</td>
<td>4.0%</td>
<td>5.0%</td>
<td>-0.0%</td>
<td>-0.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745348588_0.png" alt="eps graph" />
<h3>Market Performance of SEI Inv's Stock</h3>
Shares of SEI Inv were trading at $69.67 as of April 21. Over the last 52-week period, shares are up 8.12%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analysts' Perspectives on SEI Inv</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on SEI Inv.
The consensus rating for SEI Inv is Neutral, based on 5 analyst ratings. With an average one-year price target of $84.2, there's a potential 20.86% upside.
<h3>Comparing Ratings Among Industry Peers</h3>
The following analysis focuses on the analyst ratings and average 1-year price targets of Franklin Resources, Blue Owl Capital and Hamilton Lane, three prominent industry players, providing insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for Franklin Resources, with an average 1-year price target of $19.62, suggesting a potential 71.84% downside.</li>
<li>Analysts currently favor an Outperform trajectory for Blue Owl Capital, with an average 1-year price target of $25.6, suggesting a potential 63.26% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Hamilton Lane, with an average 1-year price target of $158.6, suggesting a potential 127.64% upside.</li>
</ul>
<h3>Analysis Summary for Peers</h3>
In the peer analysis summary, key metrics for Franklin Resources, Blue Owl Capital and Hamilton Lane are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>SEI Inv</td>
<td>Neutral</td>
<td>14.92%</td>
<td>$297.69M</td>
<td>6.76%</td>
</tr>
<tr>
<td>Franklin Resources</td>
<td>Neutral</td>
<td>13.08%</td>
<td>$1.83B</td>
<td>1.19%</td>
</tr>
<tr>
<td>Blue Owl Capital</td>
<td>Outperform</td>
<td>27.80%</td>
<td>$336.88M</td>
<td>1.00%</td>
</tr>
<tr>
<td>Hamilton Lane</td>
<td>Neutral</td>
<td>34.33%</td>
<td>$128.63M</td>
<td>8.44%</td>
</tr>
</tbody>
</table>

Key Takeaway:
SEI Inv ranks in the middle for Consensus. It is at the bottom for Revenue Growth and Gross Profit, but at the top for Return on Equity among its peers.
<h3>Get to Know SEI Inv Better</h3>
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
<h3>SEI Inv: Financial Performance Dissected</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Over the 3 months period, SEI Inv showcased positive performance, achieving a revenue growth rate of 14.92% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 27.96%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): SEI Inv's ROE excels beyond industry benchmarks, reaching 6.76%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): SEI Inv's ROA stands out, surpassing industry averages. With an impressive ROA of 5.8%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: SEI Inv's debt-to-equity ratio is below the industry average at 0.01, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/SEIC/earnings">To track all earnings releases for SEI Inv visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Outlook For SEI Inv

AAMI

APAM

BBDC

BCSF

Bakkt Holdings, Inc. Class A Common Stock

BKKT

BRDG

BSTZ

CCAP

CGBD

CION

CNCK

CSWC

DFIN

DIAX

DOMH

FDUS

Cohen & Steers Closed-End Opportunity Fund

GAIN

GBDC

HOOD

HTGC

MAIN

MEGL

MFIC

MORN

MSCI

NMFC

OCCI

PNNT

PSBD

PowerShares Exchange Traded Fund Trust Dynamic Mid Cap Value Portfolio

QQQX

STEP

TCPC

VALU

VIRT

VRTS

Shares of capital market companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Piper Sandler analyst Crispin Love maintains SEI Inv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) with a Neutral and lowers the price target from $87 to $74.

Piper Sandler Maintains Neutral on SEI Inv, Lowers Price Target to $74

Morgan Stanley analyst Rayna Kumar upgrades SEI Inv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) from Underweight to Overweight and lowers the price target from $81 to $77.

Upgrades

Morgan Stanley Upgrades SEI Inv to Overweight, Lowers Price Target to $77

During the last three months, 5 analysts shared their evaluations of SEI Inv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>), revealing diverse outlooks from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $88.8, a high estimate of $99.00, and a low estimate of $80.00. Observing a 7.64% increase, the current average has risen from the previous average price target of $82.50. 
<img src="https://www.benzinga.com/files/images/story/2025/1743627654_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of SEI Inv among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Rayna Kumar</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$81.00</td>
<td>$84.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$90.00</td>
<td>$86.00</td>
</tr>
<tr>
<td>Patrick O'Shaughnessy</td>
<td>Raymond James</td>
<td>Announces</td>
<td>Outperform</td>
<td>$99.00</td>
<td>-</td>
</tr>
<tr>
<td>Owen Lau</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$94.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Rayna Kumar</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$80.00</td>
<td>$75.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to SEI Inv. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of SEI Inv compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for SEI Inv's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into SEI Inv's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SEIC/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on SEI Inv analyst ratings.</a>
<h2>Delving into SEI Inv's Background</h2>
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
<h3>Breaking Down SEI Inv's Financial Performance</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: SEI Inv displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 14.92%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: SEI Inv's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 27.96%, the company may face hurdles in effective cost management.
Return on Equity (ROE): SEI Inv's ROE stands out, surpassing industry averages. With an impressive ROE of 6.76%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): SEI Inv's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 5.8% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: SEI Inv's debt-to-equity ratio is below the industry average at 0.01, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

5 Analysts Have This To Say About SEI Inv

Morgan Stanley analyst Rayna Kumar maintains SEI Inv (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEIC#NASDAQ">SEIC</a>) with a Underweight and lowers the price target from $84 to $81.

Morgan Stanley Maintains Underweight on SEI Inv, Lowers Price Target to $81

ALLY

ARES

DAVE

ERIE

HLNE

KNSL

KSPI

LMND

SCHW

SOFI

Shares of financial stocks are trading higher amid overall market strength on reports of potentially narrowed or targeted tariffs, which may be easing investor concerns.

SEI Investments shares are trading higher on possible continued strength after yesterday's announcement of an increase to its share repurchase program.

Fintech

Press Releases

SEI and Ctrl Alt to Explore Tokenization in Bank of England's Sandbox

Mutual Funds

Markets

SEI to Announce First-Quarter 2025 Earnings on Wednesday, April 23, 2025

SEI Reports First-Quarter 2025 Financial Results

Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model

SEI Makes Leadership Appointments in Traditional Investment Managers Segment

Contracts

TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services

Dividends

SEI Declares Dividend of $0.49 per Share

SEI to Present at William Blair 45th Annual Growth Stock Conference

SEI Business Audit Tool Reveals Financial Advisors' Focus on Significant Business Transitions

SEI Research Finds 43 Percent of Private Markets Staff Consumed by Fund Admin Replication

Comments

SEI Investments

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL