SEI Investments Company (SEIC) Stock Analysis
Recovery setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $91.00, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.2% away).
SEI Investments is a global financial technology and asset management firm serving investment managers, private banks, advisors, and institutional investors through four segments. In 2025, the company earned $2.3B in revenue (57% from technology/operations outsourcing, 38% from... Read more
Hold if already holding. Not a fresh buy at $91.00, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.2% away). Chart setup: Death cross but MACD improving, RSI 82. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 6.2/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news boost analyst 0.50, earnings proximity 83d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerlarge institutional clients10-K Item 1A: 'certain clients represent a significant portion of our assets under management or administration, the loss of one or more large clients could disproportionately impact our financial results'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $91.00, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.2% away). Chart setup: Death cross but MACD improving, RSI 82. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $91.01 (+0.0%), stop $85.69 (−6.2%), A.R:R -0.0:1. Score 6.2/10, moderate confidence.
Take-profit target: $91.01 (0.0% upside). Target $91.01 (+0.0%), stop $85.69 (−6.2%), A.R:R -0.0:1. Stop-loss: $85.69.
Analyst target reached - limited upside remaining; Near 52-week high (3.2% away); Leverage penalty (D/E 2.5): -1.5.
SEI Investments Company trades at a P/E of 15.5 (forward 13.7). TrendMatrix value score: 5.8/10. Verdict: Hold.
12 analysts cover SEIC with a consensus score of 4.0/5. Average price target: $104.
What does SEI Investments Company do?SEI Investments is a global financial technology and asset management firm serving investment managers, private banks,...
SEI Investments is a global financial technology and asset management firm serving investment managers, private banks, advisors, and institutional investors through four segments. In 2025, the company earned $2.3B in revenue (57% from technology/operations outsourcing, 38% from asset management) and managed/advised/administered approximately $1.9T in assets.