William Blair Predicts Reduced Earnings for SEI Investments

SEI Investments (NASDAQ:SEIC - Free Report) - Equities research analysts at William Blair cut their Q2 2025 earnings per share estimates for SEI Investments in a research note issued on Thursday, April 24th. William Blair analyst J. Schmitt now anticipates that the asset manager will post earnings per share of $1.14 for the quarter, down from their previous forecast of $1.15. William Blair has a "Market Perform" rating on the stock. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments' Q4 2025 earnings at $1.27 EPS.

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

A number of other equities analysts have also commented on SEIC. 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. Keefe, Bruyette & Woods upped their price target on shares of SEI Investments from $80.00 to $84.00 and gave the stock a "market perform" rating in a research report on Friday, April 25th. Oppenheimer restated an "outperform" rating on shares of SEI Investments in a research report on Thursday, April 24th. Raymond James upgraded shares of SEI Investments from a "market perform" rating to an "outperform" rating and set a $99.00 target price on the stock in a research report on Thursday, January 30th. Finally, Piper Sandler raised their price target on shares of SEI Investments from $74.00 to $79.00 and gave the company a "neutral" rating in a report on Thursday, April 24th. Three research analysts have rated the stock with a hold rating and four have issued a buy rating to the company's stock. Based on data from MarketBeat.com, SEI Investments currently has a consensus rating of "Moderate Buy" and a consensus target price of $87.60.

SEI Investments Stock Performance

NASDAQ SEIC traded down $0.55 during trading on Friday, reaching $77.49. 193,420 shares of the company traded hands, compared to its average volume of 723,419. SEI Investments has a 1-year low of $62.38 and a 1-year high of $87.25. The stock's 50 day moving average price is $75.05 and its two-hundred day moving average price is $79.08. The company has a market cap of $9.74 billion, a price-to-earnings ratio of 17.53, a P/E/G ratio of 1.41 and a beta of 0.90.

SEI Investments announced that its Board of Directors has approved a stock buyback plan on Tuesday, March 18th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the asset manager to buy up to 5.3% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company's board of directors believes its stock is undervalued.

Insider Activity at SEI Investments

In other news, Chairman Alfred P. West, Jr. sold 72,842 shares of SEI Investments stock in a transaction on Monday, March 3rd. The stock was sold at an average price of $79.45, for a total value of $5,787,296.90. Following the transaction, the chairman now owns 7,160,080 shares in the company, valued at approximately $568,868,356. This trade represents a 1.01 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction that occurred on Monday, March 3rd. The shares were sold at an average price of $80.39, for a total transaction of $401,950.00. Following the sale, the insider now directly owns 1,300 shares in the company, valued at $104,507. This trade represents a 79.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 79,214 shares of company stock worth $6,293,903. Insiders own 14.30% of the company's stock.

Hedge Funds Weigh In On SEI Investments

A number of institutional investors and hedge funds have recently bought and sold shares of the company. First Horizon Advisors Inc. increased its stake in SEI Investments by 25.4% during the 4th quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager's stock valued at $48,000 after purchasing an additional 117 shares in the last quarter. Venturi Wealth Management LLC increased its position in shares of SEI Investments by 7.3% during the fourth quarter. Venturi Wealth Management LLC now owns 2,105 shares of the asset manager's stock worth $174,000 after acquiring an additional 144 shares in the last quarter. Ashton Thomas Securities LLC raised its holdings in shares of SEI Investments by 2.5% in the 4th quarter. Ashton Thomas Securities LLC now owns 5,969 shares of the asset manager's stock worth $492,000 after acquiring an additional 145 shares during the last quarter. Principal Securities Inc. lifted its position in SEI Investments by 13.3% in the 4th quarter. Principal Securities Inc. now owns 1,324 shares of the asset manager's stock valued at $109,000 after acquiring an additional 155 shares in the last quarter. Finally, Allworth Financial LP boosted its stake in SEI Investments by 53.7% during the 4th quarter. Allworth Financial LP now owns 452 shares of the asset manager's stock valued at $38,000 after purchasing an additional 158 shares during the last quarter. Institutional investors and hedge funds 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.