SEI Investments Company

NasdaqGS:SEIC Stock Report

Market Cap: US$11.9b

SEI Investments Past Earnings Performance

Past criteria checks 5/6

SEI Investments has been growing earnings at an average annual rate of 7.1%, while the Capital Markets industry saw earnings growing at 5.8% annually. Revenues have been growing at an average rate of 4.5% per year. SEI Investments's return on equity is 26.9%, and it has net margins of 31.2%.

Key information

7.08%

Earnings growth rate

10.39%

EPS growth rate

Capital Markets Industry Growth10.26%
Revenue growth rate4.47%
Return on equity26.95%
Net Margin31.17%
Next Earnings Update22 Jul 2026

Recent past performance updates

Recent updates

Narrative Update • Jul 07

SEIC: Closed Sales Momentum Will Eventually Expose Overvaluation Risk

The analyst price target for SEI Investments has been raised by $4.67 to $71.67, with analysts citing stronger closed sales momentum, market appreciation tailwinds, and easing AI-related concerns as key factors supporting higher revenue, earnings expectations, and valuation multiples. Analyst Commentary Recent research on SEI Investments highlights a mix of optimism about closed sales momentum and more cautious views around how much of that story is already reflected in the stock.
Narrative Update • Jun 22

SEIC: Future Earnings Quality Will Turn On AI Execution And P/E Reset

SEI Investments' analyst price targets have shifted, with recent moves ranging between cuts of $7 to $12 and raises of $6 to $12 as analysts update their views based on refreshed assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research on SEI Investments shows analysts adjusting price targets in both directions, reflecting different views on how the company might balance growth, profitability, and valuation over time.
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
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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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New Narrative • 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.

Revenue & Expenses Breakdown

How SEI Investments makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:SEIC Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 262,3687381,1160
31 Dec 252,2977151,1020
30 Sep 252,2476991,0870
30 Jun 252,2066891,0740
31 Mar 252,1656011,0620
31 Dec 242,1255811,0510
30 Sep 242,0535461,0250
30 Jun 241,9925071,0080
31 Mar 241,9624879940
31 Dec 231,9204629870
30 Sep 231,8924549800
30 Jun 231,8864001,0340
31 Mar 231,8793921,0210
31 Dec 221,9914759570
30 Sep 222,0365099960
30 Jun 222,0505859160
31 Mar 222,0446078930
31 Dec 211,9185478600
30 Sep 211,8605278380
30 Jun 211,8005008200
31 Mar 211,7254688020
31 Dec 201,6844477920
30 Sep 201,6644507810
30 Jun 201,6554717660
31 Mar 201,6644977530
31 Dec 191,6505017470
30 Sep 191,6324897360
30 Jun 191,6244857370
31 Mar 191,6194807430
31 Dec 181,6245067360
30 Sep 181,6275127330
30 Jun 181,6054857200
31 Mar 181,5724557010
31 Dec 171,5274046810
30 Sep 171,4873716510
30 Jun 171,4563566300
31 Mar 171,4273456110
31 Dec 161,4023345970
30 Sep 161,3683275880
30 Jun 161,3493195760
31 Mar 161,3433255700
31 Dec 151,3343325600
30 Sep 151,3223275460

Quality Earnings: SEIC has high quality earnings.

Growing Profit Margin: SEIC's current net profit margins (31.2%) are higher than last year (27.8%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SEIC's earnings have grown by 7.1% per year over the past 5 years.

Accelerating Growth: SEIC's earnings growth over the past year (22.8%) exceeds its 5-year average (7.1% per year).

Earnings vs Industry: SEIC earnings growth over the past year (22.8%) did not outperform the Capital Markets industry 38.3%.

Return on Equity

High ROE: SEIC's Return on Equity (26.9%) is considered high.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/19 11:11
End of Day Share Price 2026/07/17 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Analysis Model and Snowflake

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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 Github.

Analyst Sources

SEI Investments Company is covered by 13 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.

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