Zacks Research Boosts Earnings Estimates for SEI Investments

SEI Investments Company (NASDAQ:SEIC - Free Report) - Equities research analysts at Zacks Research lifted their Q2 2026 earnings per share estimates for shares of SEI Investments in a note issued to investors on Thursday, July 3rd. Zacks Research analyst R. Department now expects that the asset manager will post earnings of $1.26 per share for the quarter, up from their previous estimate of $1.25. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments' FY2026 earnings at $4.93 EPS and FY2027 earnings at $5.62 EPS.

SEI Investments (NASDAQ:SEIC - Get Free Report) last released its quarterly earnings results on Wednesday, April 23rd. The asset manager reported $1.17 EPS for the quarter, topping the consensus estimate of $1.12 by $0.05. The firm had revenue of $551.34 million during the quarter, compared to analyst estimates of $556.76 million. SEI Investments had a return on equity of 26.40% and a net margin of 27.77%. The business's revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.99 EPS.

Several other research analysts have also commented on SEIC. Keefe, Bruyette & Woods boosted their price target on SEI Investments from $80.00 to $84.00 and gave the stock a "market perform" rating in a research report on Friday, April 25th. Wall Street Zen raised SEI Investments from a "hold" rating to a "buy" rating in a research report on Tuesday, May 20th. Piper Sandler upped their target price on SEI Investments from $79.00 to $96.00 and gave the company a "neutral" rating in a research report on Wednesday. Morgan Stanley reaffirmed an "overweight" rating and set a $100.00 target price (up from $84.00) on shares of SEI Investments in a research report on Thursday, June 26th. Finally, Oppenheimer upped their target price on SEI Investments from $87.00 to $96.00 and gave the company an "outperform" rating in a research report on Monday, June 30th. Three research analysts have rated the stock with a hold rating and four have issued a buy rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $95.00.

SEI Investments Trading Up 1.2%

Shares of SEIC traded up $1.14 during trading hours on Friday, hitting $93.10. The company had a trading volume of 516,585 shares, compared to its average volume of 742,340. The company has a market capitalization of $11.59 billion, a PE ratio of 20.24, a price-to-earnings-growth ratio of 1.62 and a beta of 0.92. SEI Investments has a one year low of $62.38 and a one year high of $93.75. The company's fifty day moving average price is $84.46 and its two-hundred day moving average price is $80.88.

Institutional Trading of SEI Investments

Several large investors have recently added to or reduced their stakes in SEIC. CoreFirst Bank & Trust purchased a new stake in SEI Investments during the 4th quarter valued at about $31,000. Geneos Wealth Management Inc. grew its stake in SEI Investments by 60.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager's stock valued at $41,000 after purchasing an additional 200 shares during the last quarter. Versant Capital Management Inc grew its stake in SEI Investments by 156.1% during the 1st quarter. Versant Capital Management Inc now owns 543 shares of the asset manager's stock valued at $42,000 after purchasing an additional 331 shares during the last quarter. Rialto Wealth Management LLC purchased a new stake in shares of SEI Investments in the fourth quarter worth about $55,000. Finally, First Horizon Advisors Inc. boosted its stake in shares of SEI Investments by 38.9% in the first quarter. First Horizon Advisors Inc. now owns 803 shares of the asset manager's stock worth $62,000 after buying an additional 225 shares during the last quarter. Hedge funds and other institutional investors own 70.59% of the company's stock.

Insiders Place Their Bets

In other SEI Investments news, CEO Ryan Hicke sold 21,000 shares of the business's stock in a transaction dated Wednesday, May 14th. The stock was sold at an average price of $83.36, for a total transaction of $1,750,560.00. Following the sale, the chief executive officer owned 171,260 shares in the company, valued at approximately $14,276,233.60. The trade was a 10.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Alfred P. West, Jr. sold 75,000 shares of the business's stock in a transaction dated Wednesday, May 28th. The shares were sold at an average price of $85.78, for a total value of $6,433,500.00. Following the sale, the chairman owned 7,003,708 shares in the company, valued at approximately $600,778,072.24. The trade was a 1.06% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 232,126 shares of company stock valued at $19,638,659. 14.60% of the stock is currently owned by corporate insiders.

SEI Investments announced that its Board of Directors has approved a share repurchase program on Tuesday, March 18th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the asset manager to buy up to 5.3% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company's leadership believes its shares are undervalued.

SEI Investments Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 17th. Investors of record on Monday, June 9th were given a dividend of $0.49 per share. This is a positive change from SEI Investments's previous quarterly dividend of $0.46. This represents a $1.96 annualized dividend and a yield of 2.11%. The ex-dividend date was Monday, June 9th. SEI Investments's dividend payout ratio is currently 21.30%.

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.