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SEI Investments Company SEIC
Financial Services - Asset Management - NASDAQ - US
Watchlist
$ 92.82
-0.44 %
$ 11.6 B
Market Cap
20.22
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one SEIC stock under the worst case scenario is HIDDEN Compared to the current market price of 92.8 USD, SEI Investments Company is HIDDEN

SEIC Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one SEIC stock under the base case scenario is HIDDEN Compared to the current market price of 92.8 USD, SEI Investments Company is HIDDEN

SEIC Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one SEIC stock under the best case scenario is HIDDEN Compared to the current market price of 92.8 USD, SEI Investments Company is HIDDEN

SEIC Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart SEIC

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1M 4%
6M 11%
1Y 40%
3Y 78%
5Y 94%
All
$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$65.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
2.13 B REVENUE
10.70%
Growth Rates
1Year 10.70%
3Years 3.47%
5Years 5.19%
7Years 4.84%
10Years 5.32%
552 M OPERATING INCOME
29.97%
Growth Rates
1Year 29.97%
3Years -0.10%
5Years 3.68%
7Years 4.82%
10Years 4.57%
581 M NET INCOME
25.73%
Growth Rates
1Year 25.73%
3Years 2.07%
5Years 3.00%
7Years 5.32%
10Years 6.19%
622 M OPERATING CASH FLOW
39.22%
Growth Rates
1Year 39.22%
3Years -0.57%
5Years 2.69%
7Years 4.42%
10Years 5.20%
-117 M INVESTING CASH FLOW
17.13%
Growth Rates
1Year 17.13%
3Years 10.73%
5Years -8.45%
7Years 5.34%
10Years -8.19%
-494 M FINANCING CASH FLOW
-49.22%
Growth Rates
1Year -49.22%
3Years -5.39%
5Years -5.04%
7Years -10.00%
10Years -8.20%
551 M REVENUE
-1.05%
Growth Rates
1Year 10.70%
3Years 3.47%
5Years 5.19%
7Years 4.84%
10Years 5.32%
157 M OPERATING INCOME
7.94%
Growth Rates
1Year 29.97%
3Years -0.10%
5Years 3.68%
7Years 4.82%
10Years 4.57%
152 M NET INCOME
-2.73%
Growth Rates
1Year 25.73%
3Years 2.07%
5Years 3.00%
7Years 5.32%
10Years 6.19%
146 M OPERATING CASH FLOW
-24.99%
Growth Rates
1Year 39.22%
3Years -0.57%
5Years 2.69%
7Years 4.42%
10Years 5.20%
-38.4 M INVESTING CASH FLOW
36.21%
Growth Rates
1Year 17.13%
3Years 10.73%
5Years -8.45%
7Years 5.34%
10Years -8.19%
-242 M FINANCING CASH FLOW
-31.27%
Growth Rates
1Year -49.22%
3Years -5.39%
5Years -5.04%
7Years -10.00%
10Years -8.20%
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%
Averages
1Year 53.09%
3Years 52.29%
5Years 53.95%
7Years 54.42%
10Years 54.46%
25.96% OPERATING MARGIN
25.96%
Averages
1Year 25.96%
3Years 23.99%
5Years 25.46%
7Years 26.06%
10Years 26.21%
27.35% NET MARGIN
27.35%
Averages
1Year 27.35%
3Years 25.10%
5Years 26.07%
7Years 27.41%
10Years 26.71%
25.81% ROE
25.81%
Averages
1Year 25.81%
3Years 23.94%
5Years 25.38%
7Years 26.79%
10Years 26.62%
21.40% ROA
21.40%
Averages
1Year 21.40%
3Years 19.90%
5Years 20.71%
7Years 21.79%
10Years 21.56%
18.57% ROIC
18.57%
Averages
1Year 18.57%
3Years 17.45%
5Years 18.57%
7Years 19.16%
10Years 18.76%
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 $86.7 , with forecasts ranging from a low of $75 to a high of $100 .
SEIC Lowest Price Target Wall Street Target
75 USD -19.20%
SEIC Average Price Target Wall Street Target
86.7 USD -6.63%
SEIC Highest Price Target Wall Street Target
100 USD 7.74%
Price
Max Price Target
Min Price Target
Average Price Target
10010095959090858580807575707065656060Sep '24Sep '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
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa. , July 18, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their businesses. prnewswire.com - 1 week ago
SEI Investments (SEIC) Reports Next Week: Wall Street Expects Earnings Growth SEI (SEIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 week ago
Why SEI Investments (SEIC) is a Top Growth Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. zacks.com - 1 week ago
3 Reasons Why Growth Investors Shouldn't Overlook SEI (SEIC) SEI (SEIC) could produce exceptional returns because of its solid growth attributes. zacks.com - 2 weeks ago
SEI to Announce Second-Quarter 2025 Earnings on Wednesday, July 23, 2025 Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa. prnewswire.com - 2 weeks ago
SEI Investments (SEIC) Is Up 3.95% in One Week: What You Should Know Does SEI Investments (SEIC) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 2 weeks ago
Here's Why SEI Investments (SEIC) is a Strong Momentum Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 2 weeks ago
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 - 3 weeks 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 - 3 weeks 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 - 3 weeks 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 - 1 month ago
Top Stock Pick Report: V-Shaped Rallies Everywhere Subscribers to  Chart of the Week  received this commentary on Sunday, June 22. schaeffersresearch.com - 1 month 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