Lord Abbett & CO. LLC Has $157.26 Million Stock Position in SEI Investments Company $SEIC

Posted by Geri Gentry on Jun 13th, 2026

Lord Abbett & CO. LLC increased its stake in shares of SEI Investments Company (NASDAQ:SEIC – Free Report) by 19.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,917,370 shares of the asset manager’s stock after buying an additional 308,988 shares during the period. Lord Abbett & CO. LLC’s holdings in SEI Investments were worth $157,263,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Community Bank N.A. acquired a new position in SEI Investments during the 3rd quarter worth about $35,000. Allworth Financial LP raised its position in shares of SEI Investments by 44.0% in the 3rd quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock valued at $37,000 after acquiring an additional 132 shares during the period. CIBC Private Wealth Group LLC raised its position in shares of SEI Investments by 353.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 435 shares of the asset manager’s stock valued at $37,000 after acquiring an additional 339 shares during the period. Geneos Wealth Management Inc. raised its position in shares of SEI Investments by 60.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after acquiring an additional 200 shares during the period. Finally, Rothschild Investment LLC raised its position in shares of SEI Investments by 266.9% in the 4th quarter. Rothschild Investment LLC now owns 565 shares of the asset manager’s stock valued at $46,000 after acquiring an additional 411 shares during the period. Institutional investors and hedge funds own 70.59% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on SEIC. Morgan Stanley lowered their target price on SEI Investments from $119.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, April 2nd. Keefe, Bruyette & Woods increased their target price on SEI Investments from $95.00 to $107.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of SEI Investments in a research note on Tuesday, April 21st. Raymond James Financial reissued an “outperform” rating and set a $82.00 target price on shares of SEI Investments in a research note on Wednesday, April 29th. Finally, Piper Sandler reissued an “overweight” rating and set a $105.00 target price (up from $99.00) on shares of SEI Investments in a research note on Thursday, April 23rd. Seven analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $103.00.

Check Out Our Latest Stock Analysis on SEIC

Insider Buying and Selling at SEI Investments

In other news, insider Sanjay Sharma sold 25,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $90.12, for a total transaction of $2,253,000.00. Following the completion of the transaction, the insider directly owned 39,829 shares of the company’s stock, valued at $3,589,389.48. This trade represents a 38.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark Andrew Warner sold 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $91.16, for a total transaction of $364,640.00. Following the transaction, the insider directly owned 921 shares of the company’s stock, valued at $83,958.36. This represents a 81.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 54,000 shares of company stock valued at $4,905,640 over the last quarter. Insiders own 4.80% of the company’s stock.

SEI Investments Price Performance

Shares of SEIC opened at $89.40 on Friday. The stock has a market capitalization of $10.75 billion, a P/E ratio of 15.26 and a beta of 0.97. SEI Investments Company has a twelve month low of $75.08 and a twelve month high of $93.96. The company has a 50 day moving average of $86.73 and a 200-day moving average of $83.88. The company has a quick ratio of 4.40, a current ratio of 4.52 and a debt-to-equity ratio of 0.07.

SEI Investments (NASDAQ:SEIC – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The asset manager reported $1.44 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.15. The company had revenue of $622.18 million during the quarter, compared to analysts’ expectations of $641.82 million. SEI Investments had a net margin of 31.17% and a return on equity of 30.70%. The business’s quarterly revenue was up 12.9% on a year-over-year basis. During the same period last year, the business earned $1.17 EPS. As a group, equities research analysts forecast that SEI Investments Company will post 5.89 EPS for the current fiscal year.

SEI Investments Announces Dividend

The firm also recently declared a dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Monday, June 8th will be paid a dividend of $0.52 per share. This represents a dividend yield of 118.0%. The ex-dividend date of this dividend is Monday, June 8th. SEI Investments’s dividend payout ratio (DPR) is currently 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.