Keefe, Bruyette & Woods Issues Positive Forecast for SEI Investments (NASDAQ:SEIC) Stock Price

Key Points

• Keefe, Bruyette & Woods raised its price target on SEI to $107 and maintains an "outperform" rating — the consensus analyst view is a "Moderate Buy" with an average target of about $108.83 (7 Buys, 2 Holds), implying roughly 19% upside from the prior close.
• SEI beat Q1 EPS expectations ($1.44 vs. $1.29) and showed margin expansion with revenue up ~13% year‑over‑year, which spurred the stock rally, but revenue slightly missed some estimates and analysts flagged higher expenses/cash concerns; insiders sold about 146,447 shares (~$12.3M) in the last three months, including an 80,000‑share sale by the CEO.

SEI Investments (NASDAQ:SEIC - Get Free Report) had its price objective lifted by equities research analysts at Keefe, Bruyette & Woods from $95.00 to $107.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an "outperform" rating on the asset manager's stock. Keefe, Bruyette & Woods' price objective suggests a potential upside of 19.03% from the company's previous close.

A number of other research analysts have also recently issued reports on SEIC. Weiss Ratings reissued a "buy (b)" rating on shares of SEI Investments in a research report on Tuesday. Raymond James Financial reissued an "outperform" rating and set a $117.00 price target on shares of SEI Investments in a research report on Monday, January 5th. Piper Sandler restated an "overweight" rating and set a $105.00 price objective on shares of SEI Investments in a research note on Thursday. Morgan Stanley reduced their price objective on shares of SEI Investments from $119.00 to $108.00 and set an "overweight" rating for the company in a research note on Thursday, April 2nd. Finally, UBS Group initiated coverage on shares of SEI Investments in a research note on Wednesday, February 4th. They set a "buy" rating and a $115.00 price objective for the company. Seven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $108.83.

SEI Investments Trading Up 6.0%

SEIC traded up $5.10 during trading on Thursday, hitting $89.89. 1,079,841 shares of the stock traded hands, compared to its average volume of 840,549. The firm has a 50-day moving average of $79.34 and a 200 day moving average of $81.86. SEI Investments has a 12-month low of $75.08 and a 12-month high of $93.96. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.29 and a quick ratio of 3.20. The firm has a market capitalization of $10.88 billion, a P/E ratio of 15.97 and a beta of 0.94.

SEI Investments (NASDAQ:SEIC - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The asset manager reported $1.44 EPS for the quarter, topping the consensus estimate of $1.29 by $0.15. SEI Investments had a net margin of 31.14% and a return on equity of 30.26%. The firm had revenue of $622.18 million during the quarter, compared to analysts' expectations of $641.82 million. During the same period last year, the company posted $1.17 EPS. The company's quarterly revenue was up 12.9% compared to the same quarter last year. Equities research analysts anticipate that SEI Investments will post 5.44 EPS for the current year.

Insider Transactions at SEI Investments

In other news, Chairman Alfred P. West, Jr. sold 7,447 shares of SEI Investments stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $79.26, for a total value of $590,249.22. Following the completion of the sale, the chairman directly owned 6,875,783 shares in the company, valued at $544,974,560.58. The trade was a 0.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ryan Hicke sold 80,000 shares of SEI Investments stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $87.36, for a total transaction of $6,988,800.00. Following the completion of the sale, the chief executive officer owned 197,164 shares of the company's stock, valued at $17,224,247.04. This represents a 28.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 146,447 shares of company stock worth $12,318,659 over the last three months. 14.60% of the stock is currently owned by company insiders.

Institutional Trading of SEI Investments

A number of large investors have recently made changes to their positions in SEIC. Root Financial Partners LLC bought a new stake in shares of SEI Investments in the third quarter worth approximately $28,000. SJS Investment Consulting Inc. grew its stake in shares of SEI Investments by 142.9% in the third quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager's stock worth $30,000 after acquiring an additional 210 shares during the period. Community Bank N.A. bought a new stake in SEI Investments during the third quarter valued at approximately $35,000. Allworth Financial LP grew its position in SEI Investments by 44.0% during the third quarter. Allworth Financial LP now owns 432 shares of the asset manager's stock valued at $37,000 after buying an additional 132 shares during the period. Finally, CIBC Private Wealth Group LLC grew its position in SEI Investments by 353.1% during the third quarter. CIBC Private Wealth Group LLC now owns 435 shares of the asset manager's stock valued at $37,000 after buying an additional 339 shares during the period. 70.59% of the stock is currently owned by institutional investors.

SEI Investments News Summary

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: EPS beat and profitability strength — SEI reported Q1 EPS ahead of estimates ($1.44 reported vs. ~$1.29 consensus), with operating income, gross profit and net income up year‑over‑year and margins improving. This outperformance is the primary driver of the stock rally. SEI Investments (SEIC) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: AUM and revenue growth — Assets under management and total revenue rose year‑over‑year (revenue +~13%), supporting recurring fee income and long‑term growth prospects cited on the call. SEI Investments Beats on Q1 Earnings as Revenues & AUM Rise Y/Y
• Positive Sentiment: Strong operating leverage — Management reported operating margin expansion (to ~30%) and improved return on equity, signaling efficient scaling of the business. SEI Reports First-Quarter 2026 Financial Results
• Neutral Sentiment: Mixed top-line vs. estimates — Revenue rose y/y but missed some consensus estimates in reported headlines, creating a mixed read despite the EPS beat; investors are weighing quality of revenue versus consensus expectations. SEI (SEIC) Reports Q1 Earnings: What Key Metrics Have to Say
• Neutral Sentiment: Q&A and outlook detail on earnings call — Management commentary and the slide deck provide context on client flows, expense drivers and priorities; investors will watch guidance and AUM trends going forward. SEI Investments Company (SEIC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Higher expenses and cash/liabilities items — Some reports note rising expenses that weighed on incremental gains, cash from operations declined and total liabilities increased year‑over‑year; these trends are potential near‑term risks. SEI Investments Company (SEIC) Stock Rises on Q1 2026 Earnings
• Negative Sentiment: Insider selling noted — Recent disclosures show multiple insider sales in recent months; while not uncommon, heavy selling can concern some investors. SEI Investments Company (SEIC) Stock Rises on Q1 2026 Earnings

SEI Investments Company Profile

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI's technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company's core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.

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