FY2025 EPS Estimate for SEI Investments Increased by Analyst

SEI Investments Company (NASDAQ:SEIC) – Equities research analysts at Zacks Research upped their FY2025 EPS estimates for shares of SEI Investments in a research report issued on Tuesday, December 16th. Zacks Research analyst Team now anticipates that the asset manager will post earnings of $5.52 per share for the year, up from their prior estimate of $5.51. Zacks Research has a “Hold” rating on the stock. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q4 2025 earnings at $1.27 EPS, Q1 2026 earnings at $1.27 EPS, Q2 2026 earnings at $1.35 EPS, Q4 2026 earnings at $1.44 EPS, FY2026 earnings at $5.44 EPS, Q2 2027 earnings at $1.48 EPS and FY2027 earnings at $6.06 EPS.

SEI Investments (NASDAQ:SEIC) last issued its earnings results on Wednesday, October 22nd. The asset manager reported $1.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.05. SEI Investments had a return on equity of 30.21% and a net margin of 31.09%.The firm had revenue of $578.51 million for the quarter, compared to analysts’ expectations of $578.75 million. During the same period in the previous year, the firm posted $1.19 earnings per share. The business’s revenue was up 7.6% compared to the same quarter last year.

A number of other research analysts have also weighed in on SEIC. Weiss Ratings reissued a “buy (b)” rating on shares of SEI Investments in a report on Wednesday, October 8th. Morgan Stanley increased their price objective on shares of SEI Investments from $105.00 to $115.00 and gave the company an “overweight” rating in a research report on Friday, September 19th. Raymond James Financial boosted their target price on shares of SEI Investments from $118.00 to $120.00 and gave the stock an “outperform” rating in a report on Tuesday, October 14th. Finally, Keefe, Bruyette & Woods upgraded shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $97.00 target price on the stock in a research report on Tuesday. Five research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, SEI Investments presently has a consensus rating of “Moderate Buy” and a consensus price target of $105.20.

SEI Investments Stock Performance

NASDAQ SEIC opened at $82.97 on Wednesday. The stock has a market capitalization of $10.16 billion, a PE ratio of 15.25 and a beta of 0.98. SEI Investments has a 1-year low of $64.66 and a 1-year high of $93.96. The business has a 50 day simple moving average of $81.53 and a two-hundred day simple moving average of $85.61. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.73 and a quick ratio of 5.62.

Hedge Funds Weigh In On SEI Investments

A number of large investors have recently bought and sold shares of the business. Root Financial Partners LLC purchased a new stake in SEI Investments in the third quarter worth $28,000. SJS Investment Consulting Inc. grew its holdings in shares of SEI Investments by 142.9% in the third quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager’s stock worth $30,000 after purchasing an additional 210 shares during the last quarter. CoreFirst Bank & Trust purchased a new position in SEI Investments in the 2nd quarter worth about $34,000. Community Bank N.A. bought a new stake in SEI Investments during the 3rd quarter valued at about $35,000. Finally, Allworth Financial LP boosted its position in SEI Investments by 44.0% in the 3rd quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock valued at $37,000 after buying an additional 132 shares during the period. Hedge funds and other institutional investors own 70.59% of the company’s stock.

Insider Activity

In other news, Director Kathryn Mccarthy sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, September 29th. The stock was sold at an average price of $85.66, for a total transaction of $856,600.00. Following the transaction, the director owned 75,641 shares of the company’s stock, valued at approximately $6,479,408.06. This represents a 11.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Chairman Alfred P. West, Jr. sold 24,770 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $80.87, for a total value of $2,003,149.90. Following the completion of the sale, the chairman owned 6,942,812 shares in the company, valued at approximately $561,465,206.44. The trade was a 0.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 44,770 shares of company stock valued at $3,723,850. 14.30% of the stock is currently owned by company insiders.

SEI Investments declared that its Board of Directors has approved a share buyback program on Friday, October 24th that authorizes the company to buyback $650.00 million in outstanding shares. This buyback authorization authorizes the asset manager to repurchase up to 6.4% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board believes its stock is undervalued.

About SEI Investments

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.