SEIC Stock - SEI Investments Company
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $2.13B | $1.92B | $1.99B | $1.92B | $1.68B |
| Gross Profit | $1.13B | $984.14M | $1.05B | $1.09B | $945.99M |
| Gross Margin | 53.1% | 51.3% | 52.5% | 56.7% | 56.2% |
| Operating Income | $551.74M | $424.52M | $475.75M | $553.38M | $445.89M |
| Net Income | $581.19M | $462.26M | $475.47M | $546.59M | $447.29M |
| Net Margin | 27.3% | 24.1% | 23.9% | 28.5% | 26.6% |
| EPS | $4.47 | $3.49 | $3.49 | $3.87 | $3.05 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 16th 2025 | Keefe Bruyette | Upgrade | Outperform | $97 |
| April 7th 2025 | Morgan Stanley | Upgrade | Overweight | $77← $81 |
| January 30th 2025 | Raymond James | Upgrade | Outperform | $99 |
| March 29th 2023 | Piper Sandler | Initiation | Neutral | $60 |
| July 25th 2022 | William Blair | Resumed | Market Perform | - |
| July 12th 2022 | Morgan Stanley | Downgrade | Underweight | $55 |
Earnings History & Surprises
SEICEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 21, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $1.33 | — | — | — |
Q4 2025 | Oct 22, 2025 | $1.25 | $1.30 | +4.0% | ✓ BEAT |
Q3 2025 | Jul 23, 2025 | $1.19 | $1.78 | +49.6% | ✓ BEAT |
Q2 2025 | Apr 23, 2025 | $1.12 | $1.17 | +4.5% | ✓ BEAT |
Q1 2025 | Jan 29, 2025 | $1.21 | $1.19 | -1.7% | ✗ MISS |
Q4 2024 | Oct 23, 2024 | $1.07 | $1.19 | +11.2% | ✓ BEAT |
Q3 2024 | Jul 24, 2024 | $1.05 | $1.05 | 0.0% | = MET |
Q2 2024 | Apr 24, 2024 | $0.98 | $0.99 | +1.0% | ✓ BEAT |
Q1 2024 | Jan 31, 2024 | $0.92 | $0.91 | -1.1% | ✗ MISS |
Q4 2023 | Oct 25, 2023 | $0.87 | $0.87 | 0.0% | = MET |
Q3 2023 | Jul 26, 2023 | $0.86 | $0.89 | +3.5% | ✓ BEAT |
Q2 2023 | Apr 20, 2023 | $0.82 | $0.79 | -3.7% | ✗ MISS |
Q1 2023 | Jan 25, 2023 | $0.80 | $0.83 | +3.7% | ✓ BEAT |
Q4 2022 | Oct 26, 2022 | $0.69 | $0.77 | +11.6% | ✓ BEAT |
Q3 2022 | Jul 20, 2022 | $0.83 | $0.81 | -2.4% | ✗ MISS |
Q2 2022 | Apr 20, 2022 | $1.37 | $1.36 | -0.7% | ✗ MISS |
Q1 2022 | Jan 26, 2022 | $0.97 | $1.03 | +6.2% | ✓ BEAT |
Q4 2021 | Oct 20, 2021 | $0.96 | $0.97 | +1.0% | ✓ BEAT |
Q3 2021 | Jul 21, 2021 | $0.92 | $0.93 | +1.1% | ✓ BEAT |
Latest News
Keefe, Bruyette & Woods Upgrades SEI Investments to Outperform, Raises Price Target to $97
📈 PositiveSEI Board Appoints Independent Director Carl Guarino As Chairman, Effective January 1, 2026
➖ NeutralSEI Investments Board Approves Increase In Stock Repurchase Program By Additional $650M, Increasing Available Authorization To ~$773.2M
📈 PositiveSEI Inv Q3 EPS $1.30 Beats $1.25 Estimate, Sales $578.511M Miss $581.683M Estimate
➖ NeutralRaymond James Maintains Outperform on SEI Investments, Raises Price Target to $120
📈 PositiveKeefe, Bruyette & Woods Maintains Market Perform on SEI Investments, Lowers Price Target to $93
➖ NeutralMorgan Stanley Maintains Overweight on SEI Investments, Raises Price Target to $115
📈 PositiveFrequently Asked Questions about SEIC
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