Zacks Research Raises Earnings Estimates for SEI Investments

SEI Investments (NASDAQ:SEIC - Free Report) - Stock analysts at Zacks Research upped their Q2 2025 EPS estimates for SEI Investments in a research note issued on Wednesday, May 14th. Zacks Research analyst R. Department now forecasts that the asset manager will post earnings of $1.12 per share for the quarter, up from their prior estimate 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.

A number of other research firms have also weighed in on SEIC. Piper Sandler boosted their target price on shares of SEI Investments from $74.00 to $79.00 and gave the stock a "neutral" rating in a report on Thursday, April 24th. Wall Street Zen raised shares of SEI Investments from a "hold" rating to a "buy" rating in a research note on Tuesday. Morgan Stanley reissued an "overweight" rating and issued a $82.00 price objective (up previously from $77.00) on shares of SEI Investments in a research note on Thursday, April 24th. Oppenheimer reiterated an "outperform" rating on shares of SEI Investments in a research report on Thursday, April 24th. Finally, William Blair reiterated a "market perform" rating on shares of SEI Investments in a research report on Thursday, April 24th. Three research analysts have rated the stock with a hold rating and four have given a buy rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $87.60.

SEI Investments Stock Performance

Shares of NASDAQ:SEIC traded down $0.55 during midday trading on Monday, hitting $83.92. 810,970 shares of the stock were exchanged, compared to its average volume of 674,486. The stock has a market capitalization of $10.45 billion, a price-to-earnings ratio of 18.99, a P/E/G ratio of 1.41 and a beta of 0.90. The business's 50-day moving average price is $77.12 and its 200 day moving average price is $80.10. SEI Investments has a 12 month low of $62.38 and a 12 month high of $87.25.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of SEIC. King Luther Capital Management Corp bought a new position in shares of SEI Investments during the 4th quarter worth about $2,645,000. Boston Trust Walden Corp boosted its position in shares of SEI Investments by 1.6% during the 4th quarter. Boston Trust Walden Corp now owns 1,306,329 shares of the asset manager's stock worth $107,746,000 after purchasing an additional 20,020 shares in the last quarter. Longboard Asset Management LP bought a new position in SEI Investments in the fourth quarter worth approximately $267,000. New York Life Investment Management LLC bought a new position in SEI Investments in the fourth quarter worth approximately $863,000. Finally, Lecap Asset Management Ltd. bought a new position in SEI Investments in the fourth quarter worth approximately $480,000. 70.59% of the stock is owned by institutional investors.

Insider Activity

In related news, Chairman Alfred P. West, Jr. sold 72,842 shares of the company's stock in a transaction dated Monday, March 3rd. The stock was sold at an average price of $79.45, for a total transaction of $5,787,296.90. Following the sale, the chairman now owns 7,160,080 shares in the company, valued at $568,868,356. This represents a 1.01% 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, CEO Ryan Hicke sold 21,000 shares of the stock in a transaction that occurred on Wednesday, May 14th. The stock was sold at an average price of $83.36, for a total value of $1,750,560.00. Following the transaction, the chief executive officer now owns 171,260 shares in the company, valued at $14,276,233.60. The trade was a 10.92% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 170,214 shares of company stock valued at $13,925,963. 14.60% of the stock is currently owned by insiders.

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