Globeflex Capital L P Buys Shares of 6,502 SEI Investments Company $SEIC

Posted by George Bondi on Jul 23rd, 2026

Globeflex Capital L P purchased a new position in SEI Investments Company (NASDAQ:SEIC – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,502 shares of the asset manager’s stock, valued at approximately $510,000.

A number of other large investors have also made changes to their positions in SEIC. Cetera Investment Advisers lifted its holdings in shares of SEI Investments by 31.4% during the 1st quarter. Cetera Investment Advisers now owns 38,040 shares of the asset manager’s stock valued at $2,985,000 after purchasing an additional 9,086 shares during the last quarter. Southernsun Asset Management LLC grew its stake in SEI Investments by 1.4% during the 1st quarter. Southernsun Asset Management LLC now owns 67,403 shares of the asset manager’s stock worth $5,289,000 after buying an additional 913 shares during the last quarter. First Trust Advisors LP increased its position in SEI Investments by 1.2% during the 1st quarter. First Trust Advisors LP now owns 1,822,669 shares of the asset manager’s stock valued at $143,025,000 after buying an additional 21,731 shares in the last quarter. PNC Financial Services Group Inc. increased its position in SEI Investments by 1.1% during the 1st quarter. PNC Financial Services Group Inc. now owns 28,666 shares of the asset manager’s stock valued at $2,249,000 after buying an additional 302 shares in the last quarter. Finally, Cassaday & Co Wealth Management LLC purchased a new stake in SEI Investments in the first quarter valued at about $120,000. 70.59% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting SEI Investments

Here are the key news stories impacting SEI Investments this week:

Positive Sentiment: SEI Investments beat quarterly EPS estimates, reporting $1.66 per share versus expectations around $1.44-$1.45, which suggests resilient execution. SEI Investments earnings report and call transcript
Positive Sentiment: Revenue also came in above forecasts at $641.6 million, helping reinforce that demand and asset management activity remain solid. SEI Reports Second-Quarter 2026 Financial Results
Positive Sentiment: Operating income grew 33% year over year and operating margin improved to 31%, signaling strong cost control and operating leverage. SEI Reports Second-Quarter 2026 Financial Results
Neutral Sentiment: Despite the positive quarter, EPS declined 11% from a year ago, so investors may watch whether earnings growth can reaccelerate in coming quarters. SEI Reports Second-Quarter 2026 Financial Results

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on SEIC shares. Raymond James Financial raised their price target on SEI Investments from $122.00 to $124.00 and gave the stock an “outperform” rating in a report on Monday, July 6th. Piper Sandler increased their price objective on shares of SEI Investments from $105.00 to $114.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Morgan Stanley lifted their target price on shares of SEI Investments from $113.00 to $115.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Keefe, Bruyette & Woods boosted their target price on shares of SEI Investments from $107.00 to $113.00 and gave the stock an “outperform” rating in a research report on Friday, July 10th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a research note on Friday, July 17th. Six investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $116.20.

Read Our Latest Analysis on SEI Investments

Insiders Place Their Bets

In other SEI Investments news, Chairman Alfred P. West, Jr. sold 50,000 shares of SEI Investments stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $87.25, for a total transaction of $4,362,500.00. Following the completion of the sale, the chairman directly owned 6,825,783 shares in the company, valued at approximately $595,549,566.75. The trade was a 0.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Kathryn Mccarthy sold 10,000 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $91.07, for a total transaction of $910,700.00. Following the completion of the sale, the director directly owned 77,883 shares in the company, valued at $7,092,804.81. This trade represents a 11.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 71,332 shares of company stock valued at $6,278,583. 4.80% of the stock is owned by insiders.

SEI Investments Stock Up 1.1%

SEI Investments stock opened at $98.75 on Thursday. The business’s 50-day simple moving average is $91.44 and its two-hundred day simple moving average is $85.95. The company has a debt-to-equity ratio of 0.07, a quick ratio of 4.40 and a current ratio of 4.52. The company has a market cap of $11.88 billion, a PE ratio of 16.85 and a beta of 0.97. SEI Investments Company has a fifty-two week low of $75.08 and a fifty-two week high of $100.79.

SEI Investments (NASDAQ:SEIC – Get Free Report) last announced its quarterly earnings data on Wednesday, July 22nd. The asset manager reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.22. SEI Investments had a return on equity of 30.70% and a net margin of 31.17%.The firm had revenue of $641.62 million during the quarter, compared to analysts’ expectations of $636.35 million. During the same period last year, the business posted $1.78 earnings per share. The company’s revenue for the quarter was up 14.7% compared to the same quarter last year. Equities analysts anticipate that SEI Investments Company will post 5.98 EPS for the current year.

SEI Investments Announces Dividend

The firm also recently declared a dividend, which was paid on Tuesday, June 16th. Investors of record on Monday, June 8th were issued a $0.52 dividend. This represents a yield of 118.0%. The ex-dividend date was Monday, June 8th. SEI Investments’s dividend payout ratio is 17.75%.

SEI Investments Company Profile

(Free Report)

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.