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Upturn AI SWOT - About
SEIC 
SEI Investments Company (SEIC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/30/2025: SEIC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $96
1 Year Target Price $96
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.85% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.87B USD | Price to earnings Ratio 14.85 | 1Y Target Price 96 |
Price to earnings Ratio 14.85 | 1Y Target Price 96 | ||
Volume (30-day avg) 8 | Beta 0.96 | 52 Weeks Range 64.29 - 93.96 | Updated Date 10/31/2025 |
52 Weeks Range 64.29 - 93.96 | Updated Date 10/31/2025 | ||
Dividends yield (FY) 1.21% | Basic EPS (TTM) 5.43 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-22 | When After Market | Estimate 1.24 | Actual 1.3 |
Profitability
Profit Margin 31.09% | Operating Margin (TTM) 27.65% |
Management Effectiveness
Return on Assets (TTM) 13.73% | Return on Equity (TTM) 29.28% |
Valuation
Trailing PE 14.85 | Forward PE 16.21 | Enterprise Value 9741837591 | Price to Sales(TTM) 4.39 |
Enterprise Value 9741837591 | Price to Sales(TTM) 4.39 | ||
Enterprise Value to Revenue 4.42 | Enterprise Value to EBITDA 10.18 | Shares Outstanding 122439410 | Shares Floating 110742773 |
Shares Outstanding 122439410 | Shares Floating 110742773 | ||
Percent Insiders 16.79 | Percent Institutions 75.01 |
Upturn AI SWOT
SEI Investments Company
Company Overview
History and Background
SEI Investments Company was founded in 1968 by Alfred West Jr. Initially focused on providing computer programming and consulting services to banks, it evolved into a global provider of investment processing, investment management, and investment operations solutions.
Core Business Areas
- Private Banks: Provides integrated technology and investment solutions to private banks and trust companies.
- Investment Advisors: Offers technology platforms and investment solutions to independent registered investment advisors (RIAs).
- Institutional Investors: Delivers outsourced investment management and operational solutions to institutional investors, including pension funds and endowments.
- Investment Managers: Provides technology and operational support to investment managers.
- Wealth Platform: Provides an end-to-end wealth management platform.
Leadership and Structure
Alfred P. West, Jr. serves as the Chairman and CEO. The company has a traditional hierarchical structure with various business segment heads reporting to the CEO.
Top Products and Market Share
Key Offerings
- SEI Wealth Platform (SWP): A comprehensive technology and investment platform for wealth management firms, supporting advisory, trading, and reporting. The market is very competitive with many platforms offering similar tools. Competitors: Envestnet, Fiserv, Black Diamond (SS&C).
- Investment Processing Solutions: Outsourced investment processing and operational support for financial institutions. Competitors: Broadridge Financial Solutions, SS&C Technologies.
- Manager of Managers Programs: Investment management programs where SEI selects and oversees external investment managers. Competitors: Russell Investments, Mercer.
Market Dynamics
Industry Overview
The investment management and financial technology industries are experiencing significant growth, driven by increasing demand for sophisticated investment solutions and technological advancements. This growth is offset by the increasing cost of regulation and cost of customer acquisition.
Positioning
SEI is positioned as a leading provider of technology-enabled solutions for the financial services industry, with a focus on providing integrated platforms and outsourced services. Its competitive advantage lies in its comprehensive suite of solutions and its deep industry expertise.
Total Addressable Market (TAM)
The TAM for wealth management platforms and outsourced investment solutions is estimated to be in the hundreds of billions of dollars. SEI is positioned to capture a significant portion of this market through its established presence and innovative offerings.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong technology platform
- Established brand reputation
- Experienced management team
- Global presence
Weaknesses
- Reliance on financial markets performance
- Complexity of product offerings
- Potential for technology disruptions
- High operating expenses
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging data analytics
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- ENV
- FISV
- SSNC
Competitive Landscape
SEI differentiates itself through its integrated technology platform and focus on providing comprehensive solutions. It faces competition from larger and more specialized players.
Major Acquisitions
Archway Technologies
- Year: 2021
- Acquisition Price (USD millions): 227
- Strategic Rationale: Expanded SEI's capabilities in serving ultra-high-net-worth families and their advisors.
Growth Trajectory and Initiatives
Historical Growth: SEI has demonstrated consistent growth over the past decade, driven by its successful product innovation and strategic acquisitions.
Future Projections: Analysts project continued growth for SEI, driven by increasing demand for its technology-enabled solutions and expansion into new markets.
Recent Initiatives: Recent initiatives include expanding its SEI Wealth Platform, investing in new technologies, and forming strategic partnerships.
Summary
SEI Investments Company is a solid player in the financial technology and investment management space. Its comprehensive platform and diversified revenue streams are working well, but it faces intense competition and must remain agile in adapting to rapid technological changes. Managing operating expenses and mitigating cybersecurity risks are key to maintaining its competitive edge and delivering value to shareholders.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEI Investments Company Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SEI Investments Company
Exchange NASDAQ | Headquaters Oaks, PA, United States | ||
IPO Launch date 1990-03-26 | CEO & Director Mr. Ryan P. Hicke | ||
Sector Financial Services | Industry Asset Management | Full time employees 5066 | Website https://www.seic.com |
Full time employees 5066 | Website https://www.seic.com | ||
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 with additional offices in North America, Europe, Asia and Africa.
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