SEI Investments has delivered 4 consecutive earnings beats including a 48.8% beat, carries a 30% return on equity with a wide economic moat and top-tier quality score of 8.3 out of 10, but the stock has effectively reached its analyst target with only 1.8% remaining upside, limiting the near-term setup despite strong fundamentals.
Thesis pillars
- Wide Moat Elite Quality Score→Stable
- Consistent Earnings Beats→Stable
- Analyst Target Reached Thin Upside→Stable
- +1 more pillar — see the Why tab for full reasoning
SEI Investments Company (SEIC) Stock Analysis
Breakout setup · Catalyst-Driven edge
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $94.99, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (-1.1% away).
SEI Investments Company provides financial technology, operations, and asset management solutions to investment managers, banks, investment advisors, and institutional investors globally. The company generated approximately $2.3 billion in total revenues in 2025 — 57% from... Read more
Hold if already holding. Not a fresh buy at $94.99, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (-1.1% away). Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 6.2/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 17d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About SEI Investments Company
About SEI Investments Company
SEI Investments Company generated $2.3 billion in total revenues in 2025, with the Investment Managers segment contributing 35%, Private Banks 26%, Investment Advisors 25%, and Institutional Investors 12% of consolidated revenues. Technology and operations outsourcing represented 57% of revenue; asset management fees, 38%. The company managed $455.4 billion in assets directly and had 4,997 full-time employees at December 31, 2025, with an additional $99.2 billion managed by unconsolidated affiliate LSV Asset Management.
SEI earns fees primarily as a percentage of assets under management or administration, with Investment Managers and Private Banks contracts typically running three to seven years. The Investment Managers segment held $1.5 trillion in assets under management or administration at December 31, 2025 — $1.0 trillion in alternative assets and $0.5 trillion in public assets — competing against SS&C Technologies, State Street, BNY Mellon, Northern Trust, and Citco. The Private Banks segment had $8.1 trillion in assets on SEI wealth management platforms, competing with FIS, SS&C Innovest, FNZ UK, and Avaloq; the Investment Advisors segment competes with Charles Schwab and Fidelity Investments for custody and advisor technology. In December 2025, SEI completed the first stage of an investment in Stratos Wealth Holdings — a network of over 350 financial advisors — for approximately $544 million, acquiring a 57.5% majority stake.
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SEI operates through 15 or more regulated subsidiaries spanning the OCC (SPTC, a federal thrift), the SEC (SIDCO, SIMC, and five Stratos-affiliated RIAs), FINRA, and foreign regulators including the UK FCA (SIEL), the Central Bank of Ireland (three entities), the Luxembourg CSSF (SEI Lux), and the Cayman Islands Monetary Authority. The 10-K specifically notes that SIEL is working with the FCA to determine the nature and scope of remedial actions in which SIEL will engage in order to meet the FCA's expectations — an active supervisory dialogue that may constrain the UK subsidiary's ability to grow and offer new products.
See also: Financial Services · Asset Management
From SEI Investments Company's most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-07-07Recent Developments — SEI Investments Company
Latest news
- NEWS SEI Investments declares $0.52 semi-annual dividend By Investing.com - Investing.com UK — Investing.com UK neutral
- NEWS Boston Trust Walden Corp Sells 20,619 Shares of SEI Investments Company $SEIC - MarketBeat — MarketBeat neutral
- NEWS SEI Investments Co. (SEIC) News, Articles, Events & Latest Updates - Stocktwits — Stocktwits neutral
- NEWS SEI Investments (SEIC) Reports Next Week: Wall Street Expects Earnings Growth - Yahoo Finance — Yahoo Finance neutral
- NEWS SEI Investments (SEIC) Expected to Announce Quarterly Earnings on Wednesday - MarketBeat — MarketBeat neutral
Generated 2026-07-07T09:31:42Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomercertain large clients10-K Item 1A: 'certain clients represent a significant portion of our assets under management or administration'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $94.99, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (-1.1% away). Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $93.70 (-1.4%), stop $90.23 (−5.3%), A.R:R -0.4:1. Score 6.2/10, moderate confidence.
Take-profit target: $93.70 (-1.4% upside). Target $93.70 (-1.4%), stop $90.23 (−5.3%), A.R:R -0.4:1. Stop-loss: $90.23.
Analyst target reached - limited upside remaining; Near 52-week high (-1.1% away); Leverage penalty (D/E 2.5): -1.5.
SEI Investments Company trades at a P/E of 15.6 (forward 13.8). TrendMatrix value score: 5.8/10. Verdict: Hold.
12 analysts cover SEIC with a consensus score of 4.0/5. Average price target: $105.
What does SEI Investments Company do?SEI Investments Company provides financial technology, operations, and asset management solutions to investment...
SEI Investments Company provides financial technology, operations, and asset management solutions to investment managers, banks, investment advisors, and institutional investors globally. The company generated approximately $2.3 billion in total revenues in 2025 — 57% from technology and operations outsourcing, 38% from asset management fees — managing, advising, or administering approximately $1.9 trillion in assets.