SEI Investments Company (SEIC) AI Stock Analysis

Founded in 1968 and headquartered in Oaks, Pennsylvania, SEI Investments Company provides wealth management, retirement and investment solutions, asset administration, and investment processing outsourcing services. The company serves private banks, independent financial advisers, institutional investors, corporations, retirement scheme sponsors, and not-for-profit organizations. Through its subsidiaries, it manages separate client-focused portfolios and offers equity, fixed income, and balanced mutual funds. SEI employs both fundamental and quantitative analysis methodologies, spanning macroeconomic assessments and bottom-up individual investment evaluations, alongside investment advisory services globally.

Over a five-year period, SEIC delivered a revenue compound annual growth rate of 6.4% from FY2020 to FY2025. Annual revenue rose from $1.92B in FY2021 to $2.30B in FY2025, despite a 3.6% contraction in FY2023. Over the same timeframe, net income increased from $546.6M to $715.3M, lifting net margin from 28.5% to 31.1%. For the latest quarter ended June 30, 2026, quarterly revenue grew 14.7% year-over-year, though quarterly earnings fell 10.7%. Over the trailing twelve months, revenue totaled $2.45B with an operating margin of 30.7% and diluted EPS of $5.67.

As of June 30, 2026, SEIC held $421.2M in cash and short-term investments against $67.9M in total debt, resulting in net cash of $353.3M. Its debt-to-equity ratio was 0.03, and its current ratio stood at 98.36. In FY2025, the company generated $607.7M in operating cash flow and $585.0M in free cash flow. Capital deployment included $22.6M in capital expenditures, $124.2M in dividends paid, and $628.1M in share buybacks, contributing to a 5-year share count change of -12.7%.

At its last close of $104.40 on October 16, 2026, SEIC had a market capitalization of $12.53B. The stock trades at a trailing P/E of 18.4x and a forward P/E of 15.8x, both above the median of its US-listed Financial Services peers, which report a trailing P/E of 12.1x and forward P/E of 10.8x. Its EV to EBITDA ratio is 10.0x, below the peer median of 11.7x. Over the past year, SEIC returned 31.2%, exceeding the S&P 500 return of 16.8%, while its 5-year return of 81.1% trails the S&P 500 return of 83.0%.

SEIC pays a forward annual dividend of $1.04 per share, providing a dividend yield of 1.00% with a payout ratio of 18.0%. Distributions are paid on a Semiannual frequency and have been maintained for 39 consecutive years. The company generated a 5-year annualized dividend growth rate of 7.0%, and its last ex-dividend date was June 8, 2026.

Wall Street coverage includes 4 Strong Buy, 4 Buy, and 1 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target of $117.50 represents a 12.5% premium to the last close of $104.40. For the current fiscal year ending December 31, 2026, consensus estimates project EPS of $6.26 on revenue of $2.58B. SEIC has beat EPS estimates in each of the last 4 quarters, and its next earnings date is October 21, 2026.

This page is an AI-written research summary of SEI Investments Company (SEIC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SEIC income statement, SEIC balance sheet, SEIC key metrics, SEIC analyst forecast, SEIC chart. See the SEIC stock overview for the latest quote and news.