SEI Investments Company
Financial ServicesNASDAQ:SEIC · NASDAQ Global Select
+$1.24 today
Vol 0.25M · Avg 0.85M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
29.2%
avg 26.9%
ROIC
17.0%
avg 18.6%
ROA
21.9%
avg 21.6%
Analysis
ROE is currently the strongest return metric at 29.2% versus its period average of 26.9%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Ryan Hicke | Chief Executive Officer & Director | $3.07M | — | 48 | $0.00 | <0.01% |
Sean Denham | Executive Vice President, Chief Financial Officer & Chief Operating Officer | $2.64M | — | 54 | $57,758.00 | 0.05% |
Michael F. Lane | Executive Vice President & Head of Asset Management | $2.22M | — | 58 | $0.00 | <0.01% |
Philip McCabe | Executive VP & Global Head of SEI's Investment Managers Business | $1.77M | — | 62 | $54,884.45 | 0.05% |
Michael Peterson | Executive VP & General Counsel | $1.77M | — | 58 | $0.00 | <0.01% |
Sanjay K. Sharma | Executive VP, CEO of SEI International & Global Head of Private Banking | $1.77M | — | 55 | $64,828.99 | 0.05% |
Mark Andrew Warner | Vice President, Chief Accounting Officer & Controller | — | — | 58 | $921.00 | <0.01% |
Amy Sliwinski | Executive Vice President & Chief People and Culture Officer | — | — | — | — | — |
Chad Longenecker | Head of Strategic Growth Clients of SEI's Investment Managers business | — | — | — | — | — |
Ian Love | Head of Asset Management UK, EMEA, & Asia | — | — | — | — | — |
Nathan S. Shetty | Chief Investment Officer | — | — | — | — | — |
Alfred Pierce | Managing Director | — | — | 62 | $6.88M | 5.72% |
Bradley Kenneth Burke | Director of Investor Relations | — | — | 43 | — | — |
James F. Smigiel | Chief Investment Officer | — | — | 57 | $0.00 | <0.01% |
Jason Collins | Global Head of Equity Portfolio Management | — | — | — | — | — |
Jonathan Waite | Director of Advisory Team & Chief Actuary of Institutional Group | — | — | — | $6,207.00 | <0.01% |
Sandra Ewing | Executive VP & Head of Strategic Corporate Programs | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
28
$31.03M
Net Sentiment
$31.03M
Net selling
Most Active
WEST ALFRED P JR
6 transactions
1–10 of 28
Analysis
Insiders reported 0 buys worth $0.00 and 28 sells worth $31.03M over the last 12 months. That adds up to net selling of $31.03M. WEST ALFRED P JR was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +18.4% | +12.2% (15yr)1 analysts |
| Revenue | N/A | N/A | +10.4% | +6.3% (15yr)1 analysts |
| Net Income | N/A | N/A | +17.0% | +9.9% (15yr)1 analysts |
| EBIT | N/A | N/A | +19.2% | +7.3% (15yr)1 analysts |
Analysis
Recent growth has been strongest in EBIT at +19.2% over three years. Forward estimates point to EPS at +12.2% (15yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages SEIC?
SEI Investments Company (SEIC) lists 17 active executives. The top listed executive is Sanjay K. Sharma, Executive VP, CEO of SEI International & Global Head of Private Banking.
Are SEIC insiders buying or selling?
Recent insider activity shows net selling of $19.18M.
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