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Financial Services - Asset Management - NASDAQ - US
$ 93.1
1.24 %
$ 11.6 B
Market Cap
20.28
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one SEIC stock under the worst case scenario is HIDDEN Compared to the current market price of 93.1 USD, SEI Investments Company is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one SEIC stock under the base case scenario is HIDDEN Compared to the current market price of 93.1 USD, SEI Investments Company is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one SEIC stock under the best case scenario is HIDDEN Compared to the current market price of 93.1 USD, SEI Investments Company is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SEIC

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$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0$65.0$65.015 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '25
FINANCIALS
2.13 B REVENUE
10.70%
552 M OPERATING INCOME
29.97%
581 M NET INCOME
25.73%
622 M OPERATING CASH FLOW
39.22%
-117 M INVESTING CASH FLOW
17.13%
-494 M FINANCING CASH FLOW
-49.22%
551 M REVENUE
-1.05%
157 M OPERATING INCOME
7.94%
152 M NET INCOME
-2.73%
146 M OPERATING CASH FLOW
-24.99%
-38.4 M INVESTING CASH FLOW
36.21%
-242 M FINANCING CASH FLOW
-31.27%
Balance Sheet SEI Investments Company
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Current Assets 1.55 B
Cash & Short-Term Investments 869 M
Receivables 622 M
Other Current Assets 60.6 M
Non-Current Assets 1.13 B
Long-Term Investments 316 M
PP&E 189 M
Other Non-Current Assets 629 M
32.39 %23.16 %11.75 %7.02 %23.42 %Total Assets$2.7b
Current Liabilities 381 M
Accounts Payable 13.1 M
Short-Term Debt 7.9 M
Other Current Liabilities 360 M
Non-Current Liabilities 52 M
Long-Term Debt 0
Other Non-Current Liabilities 52 M
3.02 %83.13 %12.02 %Total Liabilities$432.5m
EFFICIENCY
Earnings Waterfall SEI Investments Company
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Revenue 2.13 B
Cost Of Revenue 997 M
Gross Profit 1.13 B
Operating Expenses 577 M
Operating Income 552 M
Other Expenses -29.4 M
Net Income 581 M
3b3b2b2b2b2b1b1b500m500m002b(997m)1b(577m)552m29m581mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
53.09% GROSS MARGIN
53.09%
25.96% OPERATING MARGIN
25.96%
27.35% NET MARGIN
27.35%
25.81% ROE
25.81%
21.40% ROA
21.40%
18.57% ROIC
18.57%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis SEI Investments Company
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600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 581 M
Depreciation & Amortization 75.2 M
Capital Expenditures -32.2 M
Stock-Based Compensation 58.6 M
Change in Working Capital 0
Others -78.9 M
Free Cash Flow 566 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets SEI Investments Company
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Wall Street analysts predict an average 1-year price target for SEIC of $82.9 , with forecasts ranging from a low of $71 to a high of $100 .
SEIC Lowest Price Target Wall Street Target
71 USD -23.74%
SEIC Average Price Target Wall Street Target
82.9 USD -10.98%
SEIC Highest Price Target Wall Street Target
100 USD 7.41%
Price
Max Price Target
Min Price Target
Average Price Target
10010095959090858580807575707065656060Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.49 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.001.000.900.900.800.800.700.700.600.600.500.500.400.400.300.300.200.200.100.100.000.000.240.260.280.30.330.350.370.40.430.460.490.260.500.280.540.30.580.330.630.350.680.370.720.40.770.430.830.460.890.490.950.492015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 5
6. Ownership
Insider Ownership SEI Investments Company
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Sold
0-3 MONTHS
19.6 M USD 4
3-6 MONTHS
12.4 M USD 2
6-9 MONTHS
31.2 M USD 7
9-12 MONTHS
12 M USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
JHG vs. SEIC: Which Stock Should Value Investors Buy Now? Investors interested in Financial - Investment Management stocks are likely familiar with Janus Henderson Group plc (JHG) and SEI Investments (SEIC). But which of these two stocks is more attractive to value investors? zacks.com - 1 week ago
Aquiline announces close of Archway acquisition NEW YORK , July 1, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, has closed its acquisition of SEI's Family Office Services business. As an independent company, the business will revert to its original name, Archway. prnewswire.com - 1 week ago
Aquiline Completes Acquisition of SEI's Family Office Services Business PHILADELPHIA and OAKS, Pa. , July 1, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, and SEI ® (NASDAQ:SEIC) today announced the close of Aquiline's acquisition of SEI's Family Office Services business. prnewswire.com - 1 week ago
Is SEI (SEIC) a Solid Growth Stock? 3 Reasons to Think "Yes" SEI (SEIC) possesses solid growth attributes, which could help it handily outperform the market. zacks.com - 2 weeks ago
Top Stock Pick Report: V-Shaped Rallies Everywhere Subscribers to  Chart of the Week  received this commentary on Sunday, June 22. schaeffersresearch.com - 2 weeks ago
SEI Research Finds 43 Percent of Private Markets Staff Consumed by Fund Admin Replication High Replication, Multi-Administrator Model Contributes to Increased Costs and Inefficiencies OAKS, Pa. and LONDON , June 10, 2025 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today unveiled research that found private market asset managers identify data replication and fragmentation from multiple fund administrators as a challenge, causing operational inefficiencies, resource drain, and increased costs. prnewswire.com - 4 weeks ago
SEI Business Audit Tool Reveals Financial Advisors' Focus on Significant Business Transitions Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability OAKS, Pa. , June 3, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that advisors are actively seeking strategies intended to refine and future-proof their practice, according to data collected from its business audit tool. prnewswire.com - 1 month ago
SEI to Present at William Blair 45th Annual Growth Stock Conference OAKS, Pa. , May 29, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that the company will participate in the William Blair 45th Annual Growth Stock Conference in Chicago, IL. Sean Denham, SEI's Chief Financial and Chief Operating Officer will present at 10:20 a.m. prnewswire.com - 1 month ago
SEI Declares Dividend of $0.49 per Share OAKS, Pa. , May 28, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on May 28, 2025 declared a regular semi-annual dividend of $0.49 per share. The cash dividend will be payable to shareholders of record on June 9, 2025, with a payment date of June 17, 2025. prnewswire.com - 1 month ago
TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA LONDON and OAKS, Pa. , May 21, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that TrinityBridge has expanded its strategic partnership with SEI, adopting SEI Sphere® for unified managed services across cloud, cybersecurity, and network operations. prnewswire.com - 1 month ago
SEI Makes Leadership Appointments in Traditional Investment Managers Segment Evolution of Leadership Reinforces SEI's Strategic Commitment to Serving Clients and Driving Growth OAKS, Pa. , May 13, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced two key leadership appointments focused on public markets in the company's Investment Managers business. prnewswire.com - 1 month ago
Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth OAKS, Pa. , May 1, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Summit Wealth Group, a fast-growing enterprise advisor practice, has selected SEI to support the firm's vision and evolution for strategic growth. prnewswire.com - 2 months ago
8. Profile Summary

SEI Investments Company SEIC

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COUNTRY US
INDUSTRY Asset Management
MARKET CAP $ 11.6 B
Dividend Yield 0.00%
Description 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. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
Contact 1 Freedom Valley Drive, Oaks, PA, 19456 https://www.seic.com
IPO Date March 25, 1981
Employees 5066
Officers Mr. Michael N. Peterson J.D. Executive Vice President, General Counsel & Secretary Mr. Bradley Kenneth Burke C.F.A., CPA Director of Investor Relations Mr. Ryan P. Hicke Chief Executive Officer & Director Mr. James F. Smigiel Chief Investment Officer Mr. Alfred P. West Jr. Executive Chairman Mr. Sean J. Denham Executive Vice President, Chief Financial Officer & Chief Operating Officer Mr. Philip N. McCabe Executive Vice President & Head of SEI's Investment Managers Business Mr. Michael F. Lane Executive Vice President & Head of Asset Management Mr. Mark Andrew Warner Vice President, Chief Accounting Officer & Controller Ms. Leslie A. Wojcik Head of Global Communications