SEI Investments Company

NasdaqGS:SEIC 株式レポート

時価総額：US$10.6b

SEI Investments 将来の成長

Future 基準チェック /26

SEI Investments利益と収益がそれぞれ年間7.4%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.7% 11%なると予測されています。

主要情報

7.4%

収益成長率

11.00%

EPS成長率

Capital Markets 収益成長11.8%
収益成長率6.6%
将来の株主資本利益率31.68%
アナリストカバレッジ

Good

最終更新日03 Jun 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jun 11

SEI Investments: Strong Execution, But Valuation Already Reflects Quality

Summary SEI Investments Company demonstrates strong growth, operational efficiency, and effective capital allocation, with Q1 revenues up 13% and adjusted EPS beating expectations. SEIC's strategic shift toward technology platforms and recurring service fees, highlighted by the Stratos acquisition and robust AUA growth, underpins margin resilience. Shares trade at 15.3x forward P/E, reflecting high business quality but limited upside unless margins remain above 30% and AUA growth persists. Key risks include market dependency, margin compression from passive products, and execution risk on technology investments and large mandates. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 07

SEIC: Future Earnings Quality Will Rely On Discount Rate And P/E Reset

Analysts have nudged their price targets on SEI Investments higher by a mid single digit dollar amount. The latest revisions cite updated discount rate assumptions, steady revenue growth and margin expectations, and a slightly lower future P/E estimate as key drivers of the new dollar price objective range.
ナラティブの更新 • May 21

SEIC: Future Earnings Quality Will Rely On Repricing Of P/E Multiple

SEI Investments' updated fair value estimate has nudged higher to about $105 per share as analysts adjust price targets in light of refined assumptions for growth, profitability, and future P/E multiples across recent research updates. Analyst Commentary Recent Street research around SEI Investments centers on a series of price target revisions, with some analysts raising their targets and others trimming them over a relatively short window.
ナラティブの更新 • Apr 26

SEIC: Future Earnings Quality Will Rely On Buybacks And Higher Margin Profile

Analysts have raised the fair value estimate for SEI Investments by about $6 to $104, reflecting updated views on revenue growth, profit margins, and future P/E assumptions following recent shifts in Street price targets and research commentary. Analyst Commentary Recent Street reports point to a mixed but generally constructive reset in expectations for SEI Investments, with several firms revising price targets in both directions over a short period.
ナラティブの更新 • Apr 11

SEIC: Future Earnings Quality Will Rely On Buybacks And Expanding Client Partnerships

The updated analyst price target for SEI Investments has moved lower by about $6.60, reflecting a series of recent target cuts as analysts temper expectations for fair value, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around SEI Investments has become more cautious, with several firms trimming price targets in close succession and only one recent initiation skewing positive.
ナラティブの更新 • Mar 27

SEIC: Future Earnings Quality Will Be Supported By Buybacks And New Bullish Coverage

The analyst price target for SEI Investments has increased by approximately $0.30 to $104.00. Analysts attribute this adjustment to recent bullish coverage and higher Street targets.
ナラティブの更新 • Mar 12

SEIC: Future Earnings Quality Will Be Supported By Buybacks And Revised P/E Assumptions

Analysts have nudged their average price target for SEI Investments higher by $7 to about $104, citing fresh coverage and recent target increases that reflect updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates cluster around higher valuation markers for SEI Investments, with several firms revisiting their models on discount rates, revenue growth, margins, and future P/E assumptions.
ナラティブの更新 • Feb 26

SEIC: Future Earnings Quality Will Be Supported By Buybacks And Capital Returns

The analyst price target for SEI Investments has edged up by about $0.14, as analysts cite updated views on revenue growth assumptions, profit margin sustainability and future P/E expectations following recent supportive research coverage. Analyst Commentary Recent research on SEI Investments has focused on refreshed price targets and the durability of the company’s earnings profile, with several firms updating their views on where the stock should trade relative to its fundamentals.
ナラティブの更新 • Feb 10

SEIC: Higher Quality Earnings Will Be Supported By Buybacks And Capital Returns

Narrative Update on SEI Investments The analyst price target for SEI Investments has been raised by about $4.74, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E to support the change. Analyst Commentary Recent research updates around SEI Investments cluster around how the company can execute on growth expectations and what that might mean for valuation.
ナラティブの更新 • Jan 26

SEIC: Recurring Sales And Expense Discipline Will Support Higher Future Earnings Quality

Narrative Update Overview Analysts have raised their price target on SEI Investments by $5 to $102, citing updated assumptions around discount rate, revenue, profit margin, and future P/E that are broadly consistent with prior estimates. Analyst Commentary Bullish analysts have lifted their price target on SEI Investments to $102, which signals increased confidence in how current assumptions support the valuation.
ナラティブの更新 • Jan 12

SEIC: Reaccelerating Recurring Sales And Expense Discipline Will Drive Long-Term Margin Expansion

Narrative Update on SEI Investments Analysts have nudged their price expectations for SEI Investments higher, with our updated fair value estimate moving by about US$3 to roughly US$99 per share. This reflects recent price target increases into the US$100 to US$120 range and their view that a firm deal pipeline, potential re-acceleration in net recurring sales, expense discipline, and a slightly higher assumed future P/E multiple support a modestly stronger outlook for the business.
ナラティブの更新 • Dec 23

SEIC: Reaccelerating Recurring Sales Will Support Substantial Long-Term Margin Expansion

Analysts have modestly raised their blended price target for SEI Investments to about $96 from approximately $95, citing expectations for re-accelerating recurring sales, disciplined expenses, and a constructive long-term margin expansion trajectory, despite some near term concerns about margin constraints. Analyst Commentary Recent research updates reflect a generally constructive stance toward SEI Investments, with price targets nudged higher on average as analysts weigh improving sales dynamics against near term margin pressures.
ナラティブの更新 • Dec 09

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.
ナラティブの更新 • Nov 25

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.
ナラティブの更新 • Nov 06

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.
ナラティブの更新 • Oct 23

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

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.
ナラティブの更新 • Oct 08

Stratos Partnership And Technology Investment Will Transform Financial Services

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.
ナラティブの更新 • Sep 20

Stratos Partnership And Technology Investment Will Transform Financial Services

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.
Seeking Alpha • Sep 23

SEI Investments: Fairly Priced Amid Positive Growth Prospects

Summary Shares have risen 8% this year, reflecting the company’s strengthening growth trend. Margins have expanded substantially through expense controls supported by the operating leverage in the business. The company’s strong balance sheet allows management to complement organic growth with strategic acquisitions. Given the risks involved and the limited upside from the current valuation, I rate shares a Hold. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 25

Tactical Expansions And Innovations Set To Propel Market Share And AUM Growth

SEI's strategic investments and focus on RIA market expansion, platform adoption, and entering new markets are poised to drive future AUM growth and revenue.

業績と収益の成長予測

NasdaqGS:SEIC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,9228561,0311,0923
12/31/20272,7387759409986
12/31/20262,5547138609156
3/31/20262,368738634683N/A
12/31/20252,297715555608N/A
9/30/20252,247699622677N/A
6/30/20252,206689588638N/A
3/31/20252,165601603657N/A
12/31/20242,125581566622N/A
9/30/20242,053546473528N/A
6/30/20241,992507434492N/A
3/31/20241,962487386445N/A
12/31/20231,920462388447N/A
9/30/20231,892454417484N/A
6/30/20231,886400343418N/A
3/31/20231,879392342420N/A
12/31/20221,991475492566N/A
9/30/20222,036509510578N/A
6/30/20222,050585580639N/A
3/31/20222,044607699757N/A
12/31/20211,918547581633N/A
9/30/20211,860527517576N/A
6/30/20211,800500490550N/A
3/31/20211,725468464526N/A
12/31/20201,684447410489N/A
9/30/20201,664450479560N/A
6/30/20201,655471505592N/A
3/31/20201,664497497584N/A
12/31/20191,650501N/A545N/A
9/30/20191,632489N/A552N/A
6/30/20191,624485N/A543N/A
3/31/20191,619480N/A544N/A
12/31/20181,624506N/A588N/A
9/30/20181,627512N/A561N/A
6/30/20181,605485N/A538N/A
3/31/20181,572455N/A491N/A
12/31/20171,527404N/A460N/A
9/30/20171,487371N/A461N/A
6/30/20171,456356N/A456N/A
3/31/20171,427345N/A429N/A
12/31/20161,402334N/A434N/A
9/30/20161,368327N/A406N/A
6/30/20161,349319N/A398N/A
3/31/20161,343325N/A392N/A
12/31/20151,334332N/A408N/A
9/30/20151,322327N/A405N/A
6/30/20151,308332N/A390N/A

アナリストによる今後の成長予測

収入対貯蓄率: SEICの予測収益成長率 (年間7.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SEICの収益 ( 7.4% ) US市場 ( 17.9% ) よりも低い成長が予測されています。

高成長収益: SEICの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SEICの収益 ( 6.6% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: SEICの収益 ( 6.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SEICの 自己資本利益率 は、3年後には高くなると予測されています ( 31.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/12 23:53
終値2026/06/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SEI Investments Company 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Thomas McCrohanBrean Capital Historical (Janney Montgomery)
Thomas McCrohanCLSA
Ryan BaileyGoldman Sachs