William Blair Expects Increased Earnings for SEI Investments

SEI Investments Company (NASDAQ:SEIC) – Investment analysts at William Blair upped their FY2026 EPS estimates for SEI Investments in a research note issued to investors on Thursday, October 23rd. William Blair analyst J. Schmitt now expects that the asset manager will post earnings per share of $5.45 for the year, up from their previous estimate of $5.40. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ FY2027 earnings at $6.00 EPS.

Other analysts have also recently issued research reports about the stock. Oppenheimer increased their price target on shares of SEI Investments from $96.00 to $101.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 8th. Keefe, Bruyette & Woods lowered their price objective on SEI Investments from $98.00 to $93.00 and set a “market perform” rating on the stock in a report on Monday, October 13th. Morgan Stanley boosted their target price on SEI Investments from $105.00 to $115.00 and gave the stock an “overweight” rating in a research report on Friday, September 19th. Piper Sandler reduced their price target on SEI Investments from $96.00 to $93.00 and set a “neutral” rating for the company in a report on Thursday, July 24th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a research note on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $104.40.

SEI Investments Price Performance

NASDAQ SEIC opened at $81.53 on Friday. The company has a market capitalization of $10.08 billion, a PE ratio of 14.99, a P/E/G ratio of 1.23 and a beta of 0.96. SEI Investments has a 1 year low of $64.66 and a 1 year high of $93.96. The company has a fifty day moving average of $86.00 and a two-hundred day moving average of $84.75.

SEI Investments (NASDAQ:SEIC) last posted its earnings results on Wednesday, October 22nd. The asset manager reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.25 by $0.05. SEI Investments had a return on equity of 30.60% and a net margin of 31.09%.The firm had revenue of $578.51 million during the quarter, compared to analysts’ expectations of $578.75 million. During the same quarter in the previous year, the business earned $1.19 earnings per share. The firm’s revenue was up 7.6% compared to the same quarter last year.

Insider Activity at SEI Investments

In related news, CEO Ryan Hicke sold 35,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 19th. The stock was sold at an average price of $88.30, for a total value of $3,090,500.00. Following the completion of the transaction, the chief executive officer directly owned 171,260 shares of the company’s stock, valued at $15,122,258. This trade represents a 16.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction on Tuesday, July 29th. The stock was sold at an average price of $88.75, for a total value of $443,750.00. Following the transaction, the insider directly owned 1,300 shares of the company’s stock, valued at approximately $115,375. This represents a 79.37% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 60,000 shares of company stock valued at $5,254,950 in the last 90 days. Insiders own 14.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. SJS Investment Consulting Inc. boosted its position in shares of SEI Investments by 142.9% in the 3rd quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager’s stock worth $30,000 after buying an additional 210 shares in the last quarter. CoreFirst Bank & Trust purchased a new position in SEI Investments during the 2nd quarter valued at about $34,000. Addison Advisors LLC raised its position in SEI Investments by 117.6% during the second quarter. Addison Advisors LLC now owns 457 shares of the asset manager’s stock worth $41,000 after acquiring an additional 247 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of SEI Investments by 60.2% in the first quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after purchasing an additional 200 shares in the last quarter. Finally, Harbor Capital Advisors Inc. purchased a new stake in shares of SEI Investments in the second quarter valued at about $45,000. Hedge funds and other institutional investors own 70.59% of the company’s stock.

SEI Investments Company Profile

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.