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SEI Investments Company (SEIC) Stock Analysis

Range Bound setup · Temp Headwind edge

HoldVALUE-TRAP 2/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $91.04, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.1% away).

SEI Investments provides financial technology, operations outsourcing, and asset management to wealth managers, banks, investment advisors, asset managers, and institutional investors globally, managing or administering approximately $1.9 trillion in assets. Revenue is 57% from... Read more

$91.04+0.2% A.UpsideScore 5.9/10#29 of 112 Asset Management
QualityF-score7 / 9FCF yield3.66%
IncomeYield1.10%(5y avg 1.30%)Payout17.24%sustainable
Stop $87.34Target $91.23(analyst − 13%)A.R:R 0.0:1
Analyst target$104.86+15.2%7 analysts
$91.23our TP
$91.04price
$104.86mean
$69
$122

Hold if already holding. Not a fresh buy at $91.04, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.1% away). Chart setup: RSI 51 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 64d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — SEI Investments Company

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.3 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (4/4)
Risks
Analyst target reached - limited upside remaining
Near 52-week high (3.1% away)
Leverage penalty (D/E 2.5): -1.5

Key Metrics

P/E (TTM)15.7
P/E (Fwd)13.9
Mkt Cap$11.1B
EV/EBITDA15.7
Profit Mgn31.2%
ROE29.6%
Rev Growth12.8%
Beta1.00
Dividend1.10%
Rating analysts12

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C0.14bullish
IV38%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.9
Obv
1.0
Rsi
5.5
Ma Position
8.0
Volume distribution (falling OBV)Above 200-MA but MA slope flat
GatesMomentum 3.1<4.5A.R:R 0.0 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 64d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
51 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $82.66Resistance $93.50

Price Targets

$87
$91
A.Upside+0.2%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (0.2% upside)
! Momentum score 3.1/10 — below 4.5 minimum
! Reward/Risk 0.0:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-22 (64d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SEIC stock a buy right now?

Hold if already holding. Not a fresh buy at $91.04, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.1% away). Chart setup: RSI 51 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $91.23 (+0.2%), stop $87.34 (−4.2%), A.R:R 0.0:1. Score 5.9/10, moderate confidence.

What is the SEIC stock price target?

Take-profit target: $91.23 (+0.2% upside). Target $91.23 (+0.2%), stop $87.34 (−4.2%), A.R:R 0.0:1. Stop-loss: $87.34.

What are the risks of investing in SEIC?

Analyst target reached - limited upside remaining; Near 52-week high (3.1% away); Leverage penalty (D/E 2.5): -1.5.

Is SEIC overvalued or undervalued?

SEI Investments Company trades at a P/E of 15.7 (forward 13.9). TrendMatrix value score: 6.0/10. Verdict: Hold.

What do analysts say about SEIC?

12 analysts cover SEIC with a consensus score of 4.0/5. Average price target: $105.

What does SEI Investments Company do?SEI Investments provides financial technology, operations outsourcing, and asset management to wealth managers, banks,...

SEI Investments provides financial technology, operations outsourcing, and asset management to wealth managers, banks, investment advisors, asset managers, and institutional investors globally, managing or administering approximately $1.9 trillion in assets. Revenue is 57% from technology/ops outsourcing and 38% from asset management fees, earned across four segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors.

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