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SEIC logo SEIC
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SEIC logo

SEI Investments Company (SEIC)

Upturn stock ratingUpturn stock rating
$89.56
Last Close (24-hour delay)
Today's Top PicksToday’s top pick
Profit since last BUY10.47%
upturn advisory
Strong Buy
BUY since 34 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

06/27/2025: SEIC (3-star) is a STRONG-BUY. BUY since 34 days. Profits (10.47%). Updated daily EoD!

Upturn Star Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

8 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Year Target Price $85.2

Year Target Price $85.2

Analyst’s Price TargetsFor last 52 week
$85.2Target price
Low$61.66
Current$89.56
high$90.52

Analysis of Past Performance

Type Stock
Historic Profit 23.59%
Avg. Invested days 46
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 11.15B USD
Price to earnings Ratio 19.51
1Y Target Price 87.5
Price to earnings Ratio 19.51
1Y Target Price 87.5
Volume (30-day avg) -
Beta 0.91
52 Weeks Range 61.66 - 90.52
Updated Date 06/29/2025
52 Weeks Range 61.66 - 90.52
Updated Date 06/29/2025
Dividends yield (FY) 1.09%
Basic EPS (TTM) 4.59

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 27.78%
Operating Margin (TTM) 28.25%

Management Effectiveness

Return on Assets (TTM) 13.97%
Return on Equity (TTM) 26.63%

Valuation

Trailing PE 19.51
Forward PE 19.23
Enterprise Value 10435496090
Price to Sales(TTM) 5.15
Enterprise Value 10435496090
Price to Sales(TTM) 5.15
Enterprise Value to Revenue 4.82
Enterprise Value to EBITDA 12.3
Shares Outstanding 124487000
Shares Floating 112840931
Shares Outstanding 124487000
Shares Floating 112840931
Percent Insiders 16.54
Percent Institutions 76.8

Analyst Ratings

Rating 3.75
Target Price 85.2
Buy 2
Strong Buy 2
Buy 2
Strong Buy 2
Hold 4
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

SEI Investments Company

stock logo

Company Overview

overview logo History and Background

SEI Investments Company was founded in 1968 by Alfred P. West, Jr. Initially focusing on performance evaluation for bank trust departments, SEI has evolved into a global provider of investment processing, investment management, and investment operations solutions.

business area logo Core Business Areas

  • Private Banks: Provides technology and investment solutions to private banks and trust companies.
  • Investment Advisors: Offers technology platforms, investment management, and business consulting services to independent investment advisors.
  • Institutional Investors: Delivers outsourced investment management and operations solutions to institutional investors, including endowments, foundations, and corporations.
  • Investment Managers: Provides investment processing and technology solutions to investment managers.

leadership logo Leadership and Structure

Alfred P. West, Jr. is the Chairman and CEO. The company is structured with business segments focused on specific client groups, supported by shared technology and operational resources.

Top Products and Market Share

overview logo Key Offerings

  • Competitors: Envestnet (ENV), Fiserv (FISV), SS&C Technologies (SSNC)
  • SEI Wealth Platform (SWP): A comprehensive technology platform for wealth management, including portfolio management, client relationship management, and financial planning. SEI is a major player in this market, competing with Envestnet and Fiserv. Market share data specific to SWP is proprietary, but estimates place SEI among the top 3 providers in this space.
  • Competitors: Mercer, Cambridge Associates, BlackRock (BLK)
  • Investment Management Services: Outsourced investment management solutions for institutional and private clients, including asset allocation, portfolio construction, and manager selection. Competitors include Mercer and Cambridge Associates. Exact market share data varies by segment, but SEI manages trillions in assets under management.

Market Dynamics

industry overview logo Industry Overview

The financial technology and asset management industries are experiencing rapid growth, driven by increasing demand for sophisticated investment solutions and regulatory changes. Outsourcing and technology adoption are key trends.

Positioning

SEI is positioned as a technology-driven provider of investment solutions, offering a combination of software, services, and investment expertise. Its competitive advantages include its integrated platform, its deep industry knowledge, and its long-standing client relationships.

Total Addressable Market (TAM)

The total addressable market for SEI's various segments is estimated to be in the hundreds of billions of dollars, encompassing wealth management technology, outsourced investment operations, and institutional asset management. SEI is well-positioned to capture a significant share of this TAM through its diverse product offerings.

Upturn SWOT Analysis

Strengths

  • Comprehensive technology platform
  • Strong client relationships
  • Experienced management team
  • Diversified revenue streams
  • Strong balance sheet

Weaknesses

  • Dependence on financial markets
  • Complexity of product offerings
  • Potential for technology obsolescence
  • Price competition in the industry

Opportunities

  • Growth in outsourcing demand
  • Expansion into new markets
  • Adoption of new technologies
  • Increasing regulatory complexity

Threats

  • Economic downturn
  • Increased competition
  • Cybersecurity risks
  • Changes in regulations

Competitors and Market Share

competitor logo Key Competitors

  • ENV
  • FISV
  • SSNC
  • BLK

Competitive Landscape

SEI's advantages include its integrated platform and deep industry knowledge. Disadvantages include potential price competition and dependence on financial markets. Competitors like Envestnet and Fiserv have broader product offerings and larger client bases.

Major Acquisitions

Orion Advisor Services

  • Year: 2015
  • Acquisition Price (USD millions): 110
  • Strategic Rationale: Expanded SEI's advisor technology platform and market reach.

Growth Trajectory and Initiatives

Historical Growth: Review SEI's revenue and earnings growth over the past 5-10 years to understand its historical growth trajectory.

Future Projections: Analyze analyst estimates for SEI's future revenue and earnings growth. Consider factors like market trends, strategic initiatives, and competitive landscape.

Recent Initiatives: Highlight recent acquisitions, new product launches, and strategic partnerships undertaken by SEI to drive future growth.

Summary

SEI Investments demonstrates solid financial performance and a strong position in the financial technology market. Its comprehensive wealth platform and outsourced investment services are key strengths. However, SEI faces increasing competition and must navigate market volatility while continuing to innovate and adapt to changing client needs and technological advancements. Dependence on market performance remains a key vulnerability.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Website
  • Analyst Reports
  • Industry Publications

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market data and financial figures are subject to change. An investment decision should be made only after consulting with a qualified financial advisor and reviewing all available information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 5066

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.