FY2025 EPS Forecast for SEI Investments Lifted by Analyst

Key Points

• Zacks Research has increased its FY2025 earnings per share estimate for SEI Investments from $4.69 to $5.34, surpassing the consensus estimate of $4.86.
• SEI Investments reported a Q2 earnings per share of $1.78, exceeding analysts' expectations by $0.60, alongside revenue of $559.60 million.
• The company declared a quarterly dividend increase to $0.49 per share, reflecting an annualized yield of 2.2% and a payout ratio of 18.39%.

SEI Investments Company (NASDAQ:SEIC - Free Report) - Research analysts at Zacks Research increased their FY2025 earnings per share estimates for shares of SEI Investments in a research report issued on Wednesday, August 13th. Zacks Research analyst Team now anticipates that the asset manager will post earnings per share of $5.34 for the year, up from their prior estimate of $4.69. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments' Q2 2027 earnings at $1.40 EPS.

A number of other analysts have also recently issued reports on SEIC. Morgan Stanley reissued an "overweight" rating and issued a $100.00 target price (up from $84.00) on shares of SEI Investments in a research report on Thursday, June 26th. Keefe, Bruyette & Woods reissued a "market perform" rating and issued a $98.00 target price (down from $100.00) on shares of SEI Investments in a research report on Thursday, July 24th. Piper Sandler decreased their target price on SEI Investments from $96.00 to $93.00 and set a "neutral" rating for the company in a research report on Thursday, July 24th. William Blair reissued a "market perform" rating on shares of SEI Investments in a research report on Thursday, April 24th. Finally, Wall Street Zen raised SEI Investments from a "hold" rating to a "buy" rating in a research report on Tuesday, May 20th. Three analysts have rated the stock with a hold rating and four have issued a buy rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $102.00.

SEI Investments Stock Performance

Shares of NASDAQ:SEIC traded up $0.43 on Friday, hitting $88.62. 676,800 shares of the company's stock were exchanged, compared to its average volume of 869,454. The firm's 50-day moving average is $88.68 and its 200 day moving average is $82.38. The company has a market capitalization of $10.96 billion, a PE ratio of 16.63, a P/E/G ratio of 1.37 and a beta of 0.95. SEI Investments has a 1-year low of $64.66 and a 1-year high of $93.96.

SEI Investments (NASDAQ:SEIC - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The asset manager reported $1.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.18 by $0.60. SEI Investments had a return on equity of 29.96% and a net margin of 31.25%. The firm had revenue of $559.60 million for the quarter, compared to the consensus estimate of $550.72 million. During the same quarter in the previous year, the business earned $1.05 EPS. The company's quarterly revenue was up 7.8% compared to the same quarter last year.

SEI Investments Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 17th. Stockholders of record on Monday, June 9th were given a dividend of $0.49 per share. The ex-dividend date of this dividend was Monday, June 9th. This is a positive change from SEI Investments's previous quarterly dividend of $0.46. This represents a $1.96 dividend on an annualized basis and a dividend yield of 2.2%. SEI Investments's dividend payout ratio is presently 18.39%.

Insider Transactions at SEI Investments

In related news, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction dated Tuesday, July 29th. The stock was sold at an average price of $88.75, for a total value of $443,750.00. Following the completion of the transaction, the insider directly owned 1,300 shares in the company, valued at approximately $115,375. This trade represents a 79.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman Alfred P. West, Jr. sold 66,126 shares of SEI Investments stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $84.28, for a total value of $5,573,099.28. Following the completion of the transaction, the chairman owned 6,937,582 shares of the company's stock, valued at approximately $584,699,410.96. The trade was a 0.94% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 146,126 shares of company stock worth $12,450,349. Corporate insiders own 14.30% of the company's stock.

Institutional Investors Weigh In On SEI Investments

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SEIC. Cadence Bank raised its stake in SEI Investments by 1.2% during the 1st quarter. Cadence Bank now owns 10,551 shares of the asset manager's stock valued at $819,000 after purchasing an additional 121 shares during the period. Ethic Inc. boosted its holdings in SEI Investments by 3.0% in the second quarter. Ethic Inc. now owns 4,503 shares of the asset manager's stock worth $403,000 after purchasing an additional 133 shares in the last quarter. Fifth Third Bancorp lifted its position in SEI Investments by 12.0% during the 2nd quarter. Fifth Third Bancorp now owns 1,315 shares of the asset manager's stock worth $118,000 after acquiring an additional 141 shares during the last quarter. Meiji Yasuda Life Insurance Co lifted its position in SEI Investments by 3.6% during the 4th quarter. Meiji Yasuda Life Insurance Co now owns 4,591 shares of the asset manager's stock worth $379,000 after acquiring an additional 160 shares during the last quarter. Finally, Concurrent Investment Advisors LLC lifted its position in SEI Investments by 2.9% during the 1st quarter. Concurrent Investment Advisors LLC now owns 5,600 shares of the asset manager's stock worth $435,000 after acquiring an additional 160 shares during the last quarter. Institutional investors own 70.59% of the company's stock.

SEI Investments Company Profile

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.