SEI Investments Company

NasdaqGS:SEIC 주식 리포트

시가총액: US$10.8b

SEI Investments 향후 성장

Future 기준 점검 2/6

SEI Investments (는) 각각 연간 7.4% 및 6.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.7% 로 예상됩니다.

핵심 정보

7.4%

이익 성장률

11.00%

EPS 성장률

Capital Markets 이익 성장11.7%
매출 성장률6.6%
향후 자기자본이익률31.68%
애널리스트 커버리지

Good

마지막 업데이트05 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
User avatar
새로운 내러티브 • 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.

이익 및 매출 성장 예측

NasdaqGS:SEIC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: SEIC 의 연간 예상 수익 증가율(7.4%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: SEIC 의 연간 수익(7.4%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: SEIC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SEIC 의 수익(연간 6.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SEIC 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SEIC의 자본 수익률은 3년 후 31.7%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 14:59
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

SEI Investments Company는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Thomas McCrohanBrean Capital Historical (Janney Montgomery)
Thomas McCrohanCLSA
Ryan BaileyGoldman Sachs