SEI Investments (NASDAQ:SEIC – Get Free Report) had its price objective upped by stock analysts at Keefe, Bruyette & Woods from $95.00 to $107.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the asset manager’s stock. Keefe, Bruyette & Woods’ target price would indicate a potential upside of 19.03% from the stock’s previous close.
Other analysts have also issued reports about the stock. UBS Group began coverage on shares of SEI Investments in a research report on Wednesday, February 4th. They set a “buy” rating and a $115.00 target price for the company. Morgan Stanley cut their target price on shares of SEI Investments from $119.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday, April 2nd. Raymond James Financial reaffirmed an “outperform” rating and set a $117.00 price target on shares of SEI Investments in a report on Monday, January 5th. Piper Sandler reaffirmed an “overweight” rating and set a $105.00 price target on shares of SEI Investments in a report on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of SEI Investments in a report on Tuesday. Seven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $108.83.
Check Out Our Latest Analysis on SEI Investments
SEI Investments Stock Performance
SEI Investments (NASDAQ:SEIC – Get Free Report) last announced its earnings results on Wednesday, April 22nd. The asset manager reported $1.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.15. The company had revenue of $622.18 million during the quarter, compared to analyst estimates of $641.82 million. SEI Investments had a net margin of 31.14% and a return on equity of 30.26%. The firm’s quarterly revenue was up 12.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.17 earnings per share. Equities research analysts predict that SEI Investments will post 5.44 EPS for the current year.
Insider Buying and Selling at SEI Investments
In other SEI Investments news, Chairman Alfred P. West, Jr. sold 55,000 shares of SEI Investments stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $80.23, for a total transaction of $4,412,650.00. Following the transaction, the chairman owned 6,883,230 shares of the company’s stock, valued at $552,241,542.90. The trade was a 0.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ryan Hicke sold 80,000 shares of SEI Investments stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $87.36, for a total transaction of $6,988,800.00. Following the transaction, the chief executive officer directly owned 197,164 shares in the company, valued at $17,224,247.04. This represents a 28.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 146,447 shares of company stock valued at $12,318,659 over the last 90 days. 14.60% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On SEI Investments
A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Arizona State Retirement System boosted its position in shares of SEI Investments by 0.4% during the third quarter. Arizona State Retirement System now owns 31,307 shares of the asset manager’s stock worth $2,656,000 after acquiring an additional 129 shares during the last quarter. Allworth Financial LP boosted its position in shares of SEI Investments by 44.0% during the third quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock worth $37,000 after acquiring an additional 132 shares during the last quarter. Commerce Bank boosted its position in shares of SEI Investments by 1.3% during the fourth quarter. Commerce Bank now owns 10,060 shares of the asset manager’s stock worth $825,000 after acquiring an additional 133 shares during the last quarter. Focus Partners Advisor Solutions LLC boosted its position in shares of SEI Investments by 1.2% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 11,957 shares of the asset manager’s stock worth $981,000 after acquiring an additional 141 shares during the last quarter. Finally, Johnson Investment Counsel Inc. raised its holdings in shares of SEI Investments by 0.5% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 29,852 shares of the asset manager’s stock worth $2,533,000 after acquiring an additional 153 shares in the last quarter. Institutional investors own 70.59% of the company’s stock.
Trending Headlines about SEI Investments
Here are the key news stories impacting SEI Investments this week:
- Positive Sentiment: EPS beat and profitability strength — SEI reported Q1 EPS ahead of estimates ($1.44 reported vs. ~$1.29 consensus), with operating income, gross profit and net income up year‑over‑year and margins improving. This outperformance is the primary driver of the stock rally. SEI Investments (SEIC) Surpasses Q1 Earnings and Revenue Estimates
- Positive Sentiment: AUM and revenue growth — Assets under management and total revenue rose year‑over‑year (revenue +~13%), supporting recurring fee income and long‑term growth prospects cited on the call. SEI Investments Beats on Q1 Earnings as Revenues & AUM Rise Y/Y
- Positive Sentiment: Strong operating leverage — Management reported operating margin expansion (to ~30%) and improved return on equity, signaling efficient scaling of the business. SEI Reports First-Quarter 2026 Financial Results
- Neutral Sentiment: Mixed top-line vs. estimates — Revenue rose y/y but missed some consensus estimates in reported headlines, creating a mixed read despite the EPS beat; investors are weighing quality of revenue versus consensus expectations. SEI (SEIC) Reports Q1 Earnings: What Key Metrics Have to Say
- Neutral Sentiment: Q&A and outlook detail on earnings call — Management commentary and the slide deck provide context on client flows, expense drivers and priorities; investors will watch guidance and AUM trends going forward. SEI Investments Company (SEIC) Q1 2026 Earnings Call Transcript
- Negative Sentiment: Higher expenses and cash/liabilities items — Some reports note rising expenses that weighed on incremental gains, cash from operations declined and total liabilities increased year‑over‑year; these trends are potential near‑term risks. SEI Investments Company (SEIC) Stock Rises on Q1 2026 Earnings
- Negative Sentiment: Insider selling noted — Recent disclosures show multiple insider sales in recent months; while not uncommon, heavy selling can concern some investors. SEI Investments Company (SEIC) Stock Rises on Q1 2026 Earnings
SEI Investments Company Profile
SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.
The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.
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