SEI Investments

Analysts Temper SEI Investments’ Valuation Amid Cautious Optimism on Growth and Profitability

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Aug 24

Updated

09 Dec 25

Views

83

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AnalystConsensusTarget's Fair Value

n/a

1Y

2.0%

7D

-0.4%

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1Y

2.0%

7D

-0.4%

You can edit this narrative until Dec 10 2:05 PM. Then, changes will post as Updates.

Author's Valuation

US$95.1712.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

SEIC: Recurring Sales Rebound Will Drive Long-Term Margin Expansion

Analysts modestly lifted their blended price target on SEI Investments, reflecting confidence in a robust deal pipeline, an expected re-acceleration in recurring sales, and a longer term path to margin expansion, despite some near term caution on profitability. Analyst Commentary Analyst views on SEI Investments are mixed, with modest upside to valuation targets tempered by concerns around the pace of margin expansion.

Shared on 25 Nov 25

Fair value Decreased 0.87%

SEIC: Deal Pipeline Momentum Will Drive Margin Expansion and Shareholder Gains

The consensus analyst price target for SEI Investments has shifted slightly lower, decreasing by approximately $0.83 to $95.17. Analysts cite divergent views on near-term margin expansion, balanced against expectations for improved sales activity and long-term profitability.

Shared on 06 Nov 25

Fair value Decreased 0.74%

SEIC: Deal Pipeline Strength and Margin Discipline Will Drive Shares Higher

Analysts have adjusted their price target for SEI Investments slightly downward from $96.71 to $96.00, reflecting updated views on margin expansion and near-term performance. Analyst Commentary Recent analyst reports highlight diverging perspectives on SEI Investments, providing insight into both optimistic and cautious views regarding the company's outlook and valuation.

Shared on 23 Oct 25

Fair value Decreased 5.34%

Analysts have revised SEI Investments' fair value estimate downward from $102.17 to $96.71 per share. They cite optimism around accelerating sales activity, but this is tempered by expectations of more limited near-term margin expansion.

Shared on 08 Oct 25

Fair value Increased 1.16%

Analysts have raised their price target for SEI Investments from $101.00 to $102.17. This reflects improved expectations for revenue growth while acknowledging relatively stable profit margins and a slight decrease in discount rate assumptions.

Shared on 20 Sep 25

Fair value Increased 1.68%

Analysts raised SEI Investments’ price target from $99.33 to $101.00, citing supportive equity markets, benign macro conditions, stronger inflows, and improved growth visibility. Analyst Commentary Bullish analysts cited an equity market rally and stable macroeconomic backdrop, including "benign" inflation, falling delinquency rates, and steady job growth, as supporting a higher valuation for SEI Investments.

Shared on 07 May 25

Fair value Increased 18%

Shared on 30 Apr 25

Fair value Decreased 6.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 6.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 5.77%

AnalystConsensusTarget has decreased revenue growth from 5.3% to 4.2%.

Shared on 02 Apr 25

Fair value Increased 3.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 7.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 17%

AnalystConsensusTarget Fair Value

US$95.17

12.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.91%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.06%

Calculation

US$780.45m

Earnings '28

x

16.79x

PE Ratio '28

=

US$13.11b

Market Cap '28

US$13.11b

Market Cap '28

/

109.85m

No. shares '28

=

US$119.30

Share Price '28

US$119.30 Share Price '28

Discounted to 2025 @ 8.10% p.a.

=

US$94.43

Fair Value '25