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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
08/14/2025: 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 $99.33
1 Year Target Price $99.33
| 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 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.98B USD | Price to earnings Ratio 16.69 | 1Y Target Price 99.33 |
Price to earnings Ratio 16.69 | 1Y Target Price 99.33 | ||
Volume (30-day avg) 8 | Beta 0.95 | 52 Weeks Range 64.29 - 93.96 | Updated Date 08/15/2025 |
52 Weeks Range 64.29 - 93.96 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.11% | Basic EPS (TTM) 5.32 |
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 2025-07-22 | When Before Market | Estimate 1.15 | Actual 1.78 |
Profitability
Profit Margin 31.25% | Operating Margin (TTM) 26.56% |
Management Effectiveness
Return on Assets (TTM) 14.34% | Return on Equity (TTM) 30.06% |
Valuation
Trailing PE 16.69 | Forward PE 18.66 | Enterprise Value 10196777812 | Price to Sales(TTM) 4.98 |
Enterprise Value 10196777812 | Price to Sales(TTM) 4.98 | ||
Enterprise Value to Revenue 4.62 | Enterprise Value to EBITDA 10.66 | Shares Outstanding 123625000 | Shares Floating 111965981 |
Shares Outstanding 123625000 | Shares Floating 111965981 | ||
Percent Insiders 16.62 | Percent Institutions 72.4 |
Upturn AI SWOT
SEI Investments Company
Company Overview
History and Background
SEI Investments Company was founded in 1968 by Alfred P. West, Jr. Initially focused on providing bank performance measurement services, SEI expanded into investment management outsourcing and technology solutions. Over time, SEI has grown into a global provider of investment processing, investment management, and investment operations solutions.
Core Business Areas
- Investment Managers: Provides investment management outsourcing solutions, including operational infrastructure and technology, to investment managers.
- Private Banks: Offers wealth management technology and investment solutions to private banks and trust institutions.
- Investment Advisors: Delivers technology platforms and investment solutions to independent investment advisors.
- Institutional Investors: Provides outsourced investment solutions to institutional investors, including defined benefit and defined contribution plans.
Leadership and Structure
Alfred P. West, Jr. is the Chairman and CEO. The company operates with a decentralized structure, with various business units focused on specific client segments.
Top Products and Market Share
Key Offerings
- SEI Wealth Platform: A technology platform that supports wealth management activities for advisors and institutions. While precise market share is difficult to pinpoint, it's a leading platform in the independent advisor and private bank segments. Competitors include Envestnet (ENV), Fiserv (FISV), and SS&C Advent.
- Investment Management Outsourcing: Provides outsourced investment operations and technology to investment managers. Estimated to manage approximately $469 billion in assets under management or advice (as of Q1 2024). Key competitors are State Street (STT) and BNY Mellon (BK).
- Manager Research: Provides investment manager research and selection services for its clients. Competitors include Mercer, Willis Towers Watson, and Cambridge Associates.
Market Dynamics
Industry Overview
The investment management and wealth technology industry is experiencing growth driven by increasing assets under management, regulatory complexity, and demand for personalized financial advice. Technology is becoming increasingly important.
Positioning
SEI is well-positioned as a provider of integrated technology and investment solutions. Its strengths lie in its comprehensive platform and expertise in investment operations.
Total Addressable Market (TAM)
The global wealth management technology market is projected to reach hundreds of billions of dollars. SEI is positioned to capture a share of this TAM by providing solutions to advisors, institutions, and investment managers.
Upturn SWOT Analysis
Strengths
- Comprehensive technology platform
- Strong client relationships
- Experienced management team
- Diversified revenue streams
- Global presence
Weaknesses
- Reliance on financial market performance
- Complexity of product offerings
- Potential for cybersecurity breaches
- Integration risks from acquisitions
Opportunities
- Expansion into new markets
- Development of new technology solutions
- Acquisition of complementary businesses
- Increased demand for outsourced investment solutions
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Technological disruption
Competitors and Market Share
Key Competitors
- ENV
- FISV
- STT
- BK
Competitive Landscape
SEI's competitive advantage lies in its integrated technology and investment solutions. However, it faces competition from larger financial institutions and specialized technology providers.
Major Acquisitions
Orion Advisor Solutions (minority stake)
- Year: 2022
- Acquisition Price (USD millions): 110
- Strategic Rationale: Strengthened its Wealth Platform and expanded its presence in the advisor technology market. The original price tag was $100 million, but increased to $110 million after the deal closed.
Growth Trajectory and Initiatives
Historical Growth: SEI Investments Company has experienced growth through organic expansion and acquisitions.
Future Projections: Future growth is dependent on factors such as market conditions, new product development, and acquisitions. Analyst estimates can be found on financial news websites.
Recent Initiatives: Recent initiatives include expanding its technology platform, entering new markets, and making strategic acquisitions.
Summary
SEI Investments Company is a moderately strong company with a leading position in providing investment technology and outsourcing solutions. Its comprehensive platform and strong client relationships are key strengths. However, it faces challenges from competition, regulatory changes, and market volatility, and needs to look out for innovative technologies which could upend it's value proposition to its target audience.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company website
- Financial news sources
- Analyst reports
- Market research reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is 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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