SEIC Stock Overview
A publicly owned asset management holding company. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
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SEI Investments Company Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$82.75 |
| 52 Week High | US$87.25 |
| 52 Week Low | US$61.58 |
| Beta | 0.98 |
| 1 Month Change | 3.55% |
| 3 Month Change | 21.51% |
| 1 Year Change | 28.12% |
| 3 Year Change | 36.15% |
| 5 Year Change | 25.70% |
| Change since IPO | 16,112.23% |
Recent News & Updates
Recent updates
SEI Investments: Fairly Priced Amid Positive Growth Prospects
Sep 23The SEI Investments Company (NASDAQ:SEIC) Full-Year Results Are Out And Analysts Have Published New Forecasts
Feb 02
There's Reason For Concern Over SEI Investments Company's (NASDAQ:SEIC) Price
Jan 18SEI Investments' (NASDAQ:SEIC) Upcoming Dividend Will Be Larger Than Last Year's
Dec 21SEI Investments Is Another Decent Dividend Growth Stock
Jul 29SEI Investments GAAP EPS of $0.81 misses by $0.01, revenue of $481.67M beats by $9.49M
Jul 20Shareholder Returns
| SEIC | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -3.6% | -6.4% | -3.5% |
| 1Y | 28.1% | 31.0% | 22.1% |
Return vs Industry: SEIC underperformed the US Capital Markets industry which returned 31% over the past year.
Return vs Market: SEIC exceeded the US Market which returned 22.1% over the past year.
Price Volatility
| SEIC volatility | |
|---|---|
| SEIC Average Weekly Movement | 3.0% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: SEIC has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SEIC's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1968 | 5,075 | Ryan Hicke | www.seic.com |
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. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries.
SEI Investments Company Fundamentals Summary
| SEIC fundamental statistics | |
|---|---|
| Market cap | US$10.50b |
| Earnings (TTM) | US$546.15m |
| Revenue (TTM) | US$2.05b |
19.5x
P/E Ratio5.2x
P/S RatioIs SEIC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SEIC income statement (TTM) | |
|---|---|
| Revenue | US$2.05b |
| Cost of Revenue | US$440.14m |
| Gross Profit | US$1.61b |
| Other Expenses | US$1.07b |
| Earnings | US$546.15m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.24 |
| Gross Margin | 78.56% |
| Net Profit Margin | 26.60% |
| Debt/Equity Ratio | 0% |
How did SEIC perform over the long term?
See historical performance and comparisonDividends
1.2%
Current Dividend Yield22%
Payout RatioDoes SEIC pay a reliable dividends?
See SEIC dividend history and benchmarks| SEI Investments dividend dates | |
|---|---|
| Ex Dividend Date | Dec 27 2024 |
| Dividend Pay Date | Jan 08 2025 |
| Days until Ex dividend | 6 days |
| Days until Dividend pay date | 18 days |
Does SEIC pay a reliable dividends?
See SEIC dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 22:55 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
SEI Investments Company is covered by 17 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Thomas McCrohan | CLSA |
| Stephen Saunders | GARP Research & Securities Co. |
| Ryan Bailey | Goldman Sachs |