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Upturn AI Summary - About
SEI Investments Company(SEIC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SEIC
10/30/2026: SEIC (3-star) is currently NOT-A-BUY. Pass it for now.
SEI Investments Company is a well-established player in the investment technology and asset management space, serving financial advisors and institutional clients. The company is known for its durable, recurring fee-based business model, which often provides resilience during market fluctuations. Its primary growth story revolves around the ongoing industry shift toward outsourcing investment operations and the continued evolution of its wealth management platform. However, SEI faces risks from competitive fintech disruptors and potential fee compression in its core management segments. Suited for value-oriented and dividend-seeking investors, SEI's future performance will depend on its ability to modernize its platform successfully and retain key institutional clients.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is steady and reliable rather than exponential. |
| Momentum investor | Weak fit | The stock tends to trade based on long-term fundamentals rather than rapid momentum trends. |
| Value investor | Strong fit | The stock often trades at reasonable multiples relative to its stable earnings. |
| Dividend investor | Strong fit | SEI has a consistent history of dividends and a conservative payout ratio. |
| Low-risk investor | Strong fit | The company's stable, recurring fee-based business model offers lower risk than pure market-dependent firms. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Market fluctuations impact the AUM-based fee revenue stream. |
| Valuation risk | Low | The stock is generally disciplined in its valuation. |
| Competition risk (Cloud-based fintech) | Medium / high | Newer, agile platforms threaten to disrupt traditional outsourcing models. |
| Business quality | Strong | SEI possesses a high-quality, recurring business model with high switching costs for clients. |
| Dividend income | Medium | Dividends are reliable but not the primary driver of total return. |
| Execution risk | Medium | Successfully integrating new technology and client migrations is technically complex. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 40.04% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.26B USD | Price to earnings Ratio 17.99 | 1Y Target Price 121.25 |
Price to earnings Ratio 17.99 | 1Y Target Price 121.25 | ||
Volume (30-day avg) 806.2K shares | Beta 0.97 | 52 Weeks Range 74.64 - 112.15 | Updated Date 11/01/2026 |
52 Weeks Range 74.64 - 112.15 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 0.99% | Basic EPS (TTM) 5.75 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Asset Management Fees | Fees earned from managing investment products and funds for institutional and private clients. | The company earns money by charging a percentage of the assets they manage. |
| Information Processing/Service Fees | Platform usage fees and operational outsourcing services for banks and advisors. | SEI gets paid subscription and service fees for the technology and administrative support it provides to financial firms. |
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 2026-10-21 | When After Market | Estimate 1.59 | Actual 1.64 |
Profitability
Profit Margin 28.06% | Operating Margin (TTM) 29.91% |
Management Effectiveness
Return on Assets (TTM) 14.74% | Return on Equity (TTM) 27.26% |
Valuation
Trailing PE 17.99 | Forward PE 15.17 | Enterprise Value 11.91B | Price to Sales(TTM) 4.84 |
Enterprise Value 11.91B | Price to Sales(TTM) 4.84 | ||
Enterprise Value to Revenue 4.7 | Enterprise Value to EBITDA 11.71 | Shares Outstanding 118.59M | Shares Floating 97.92M |
Shares Outstanding 118.59M | Shares Floating 97.92M | ||
Percent Insiders 15.82 | Percent Institutions 78.55 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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