Zacks Research Raises Earnings Estimates for SEI Investments

SEI Investments (NASDAQ:SEIC - Free Report) - Stock analysts at Zacks Research increased their Q2 2025 earnings estimates for SEI Investments in a research report issued on Wednesday, May 14th. Zacks Research analyst R. Department now forecasts that the asset manager will post earnings per share of $1.12 for the quarter, up from their previous forecast of $1.11. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments' FY2025 earnings at $4.62 EPS, Q2 2026 earnings at $1.25 EPS, Q3 2026 earnings at $1.23 EPS, Q4 2026 earnings at $1.26 EPS, FY2026 earnings at $4.92 EPS and FY2027 earnings at $5.60 EPS.

SEI Investments (NASDAQ:SEIC - Get Free Report) last announced its quarterly earnings data on Wednesday, April 23rd. The asset manager reported $1.17 earnings per share for the quarter, beating analysts' consensus estimates of $1.12 by $0.05. The firm had revenue of $551.34 million during the quarter, compared to analysts' expectations of $556.76 million. SEI Investments had a net margin of 27.35% and a return on equity of 25.51%. The business's quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.99 earnings per share.

Several other equities analysts have also recently issued reports on the company. StockNews.com upgraded SEI Investments from a "hold" rating to a "buy" rating in a research note on Tuesday. Oppenheimer restated an "outperform" rating on shares of SEI Investments in a report on Thursday, April 24th. William Blair reaffirmed a "market perform" rating on shares of SEI Investments in a research report on Thursday, April 24th. Raymond James raised SEI Investments from a "market perform" rating to an "outperform" rating and set a $99.00 target price on the stock in a report on Thursday, January 30th. Finally, Morgan Stanley restated an "overweight" rating and issued a $82.00 price target (up from $77.00) on shares of SEI Investments in a research note on Thursday, April 24th. Three research analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $87.60.

SEI Investments Stock Performance

Shares of NASDAQ:SEIC traded up $0.04 during trading on Monday, hitting $85.59. The company's stock had a trading volume of 819,523 shares, compared to its average volume of 669,382. SEI Investments has a fifty-two week low of $62.38 and a fifty-two week high of $87.25. The business has a 50 day moving average price of $76.55 and a two-hundred day moving average price of $79.97. The company has a market capitalization of $10.65 billion, a PE ratio of 19.36, a P/E/G ratio of 1.41 and a beta of 0.90.

Institutional Trading of SEI Investments

A number of hedge funds have recently added to or reduced their stakes in the stock. CoreFirst Bank & Trust acquired a new position in shares of SEI Investments in the fourth quarter valued at approximately $31,000. Allworth Financial LP increased its stake in SEI Investments by 53.7% in the 4th quarter. Allworth Financial LP now owns 452 shares of the asset manager's stock valued at $38,000 after buying an additional 158 shares during the period. Versant Capital Management Inc raised its position in SEI Investments by 156.1% during the 1st quarter. Versant Capital Management Inc now owns 543 shares of the asset manager's stock worth $42,000 after buying an additional 331 shares during the last quarter. First Horizon Advisors Inc. raised its position in SEI Investments by 25.4% during the 4th quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager's stock worth $48,000 after buying an additional 117 shares during the last quarter. Finally, Rialto Wealth Management LLC acquired a new stake in shares of SEI Investments in the 4th quarter worth $55,000. 70.59% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Ryan Hicke sold 21,000 shares of the stock in a transaction on Wednesday, May 14th. The shares were sold at an average price of $83.36, for a total transaction of $1,750,560.00. Following the completion of the sale, the chief executive officer now owns 171,260 shares in the company, valued at $14,276,233.60. This represents a 10.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Alfred P. West, Jr. sold 1,372 shares of the company's stock in a transaction dated Wednesday, March 5th. The shares were sold at an average price of $76.28, for a total transaction of $104,656.16. Following the completion of the sale, the chairman now directly owns 7,078,708 shares of the company's stock, valued at $539,963,846.24. The trade was a 0.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 170,214 shares of company stock valued at $13,925,963. Insiders own 14.60% of the company's stock.

SEI Investments declared that its Board of Directors has initiated a share repurchase program on Tuesday, March 18th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the asset manager to purchase up to 5.3% of its stock through open market purchases. Stock buyback programs are usually an indication that the company's leadership believes its stock is undervalued.

About SEI Investments

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.