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.
- Improved clarity on tariff policy and a ceasefire in the Middle East contributed to a more stable equity market outlook, strengthening confidence in SEI's future performance.
- Asset under administration estimates for SEI were revised upward as key market indices recovered sharply, boosting growth expectations.
- Record net sales events and sustained net inflows have reinforced a positive growth trajectory for SEI.
- Bullish analysts continue to recommend SEI shares ahead of earnings, reflecting conviction in the company's fundamental momentum.
What's in the News
- SEI and Mentenova formed a strategic partnership to deliver tailored global investment solutions to South African investors, integrating SEI's quantitative strategies with Mentenova's portfolio construction expertise.
- SEI launched the SEI DBi Multi-Strategy Alternative ETF, restructuring an existing mutual fund into an ETF for improved accessibility and lower costs, managed with a quantitative approach and sub-advised by Dynamic Beta Investments.
- SEI was selected by Nephila Capital to support back- and middle-office operations for reinsurance risk investments across North America and the UK.
- GQG Partners chose SEI’s Advisors' Inner Circle Fund platform for its first ETF launch, expanding their partnership and leveraging a tax-efficient conversion from a private fund, amid rapid U.S. active ETF market growth.
- SEI added 17 fund managers to the SEI Access platform, expanding advisors’ access to alternative investments across major asset managers via a digital marketplace.
- From April to June, SEI repurchased 2.16 million shares for $179.84 million, bringing cumulative buybacks to over 127 million shares and $5.57 billion since the 2005 program's inception.
Valuation Changes
Summary of Valuation Changes for SEI Investments
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $99.33 to $101.00.
- The Future P/E for SEI Investments remained effectively unchanged, moving only marginally from 18.62x to 18.96x.
- The Discount Rate for SEI Investments remained effectively unchanged, moving only marginally from 8.03% to 8.08%.
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