SEI Investments Q1 EPS Forecast Increased by William Blair

Key Points

• William Blair has raised its earnings estimates for SEI Investments, projecting Q1 2026 earnings per share at $1.30, up from the previous forecast of $1.29, while also estimating FY2027 earnings at $5.75.
• SEI Investments reported a strong Q2 earnings result with an EPS of $1.78, significantly beating analysts’ expectations of $1.18, and revenue of $559.60 million.
• The company recently increased its quarterly dividend to $0.49, reflecting a positive change from the previous $0.46, with an annualized yield of 2.18%.

SEI Investments Company (NASDAQ:SEIC - Free Report) - Research analysts at William Blair increased their Q1 2026 EPS estimates for shares of SEI Investments in a research report issued to clients and investors on Thursday, July 24th. William Blair analyst J. Schmitt now forecasts that the asset manager will post earnings per share of $1.30 for the quarter, up from their prior forecast of $1.29. 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' Q1 2027 earnings at $1.39 EPS, Q2 2027 earnings at $1.39 EPS and FY2027 earnings at $5.75 EPS.

Other research analysts have also recently issued research reports about the stock. Keefe, Bruyette & Woods reissued a "market perform" rating and set a $98.00 price target (down previously from $100.00) on shares of SEI Investments in a research report on Thursday, July 24th. Oppenheimer increased their price target on shares of SEI Investments from $96.00 to $101.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 8th. Raymond James Financial upped their target price on shares of SEI Investments from $115.00 to $118.00 and gave the stock an "outperform" rating in a research note on Thursday, July 24th. Morgan Stanley reiterated an "overweight" rating and issued a $100.00 price target (up from $84.00) on shares of SEI Investments in a research note on Thursday, June 26th. Finally, Wall Street Zen raised SEI Investments from a "hold" rating to a "buy" rating in a report on Tuesday, May 20th. Three analysts have rated the stock with a hold rating and four have assigned a buy rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $102.00.

SEI Investments Stock Down 0.2%

Shares of SEI Investments stock traded down $0.16 during trading hours on Monday, reaching $88.41. 108,320 shares of the company's stock were exchanged, compared to its average volume of 866,904. SEI Investments has a 1 year low of $62.38 and a 1 year high of $93.96. The company has a market capitalization of $10.93 billion, a P/E ratio of 16.59, a price-to-earnings-growth ratio of 1.41 and a beta of 0.92. The business has a fifty day moving average of $87.89 and a two-hundred day moving average of $82.00.

SEI Investments (NASDAQ:SEIC - Get Free Report) last issued its quarterly earnings results on Wednesday, July 23rd. The asset manager reported $1.78 EPS for the quarter, topping the consensus estimate of $1.18 by $0.60. The company had revenue of $559.60 million during the quarter, compared to analyst estimates of $550.72 million. SEI Investments had a net margin of 31.25% and a return on equity of 29.96%. The firm's revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.05 EPS.

Institutional Trading of SEI Investments

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Harbor Capital Advisors Inc. purchased a new stake in SEI Investments in the 2nd quarter valued at about $45,000. Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of SEI Investments by 252.1% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 507 shares of the asset manager's stock valued at $46,000 after purchasing an additional 363 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of SEI Investments by 60.2% in 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 in the last quarter. Versant Capital Management Inc lifted its stake in shares of SEI Investments by 156.1% in 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 in the last quarter. Finally, First Horizon Advisors Inc. lifted its stake in shares of SEI Investments by 38.9% in the 1st quarter. First Horizon Advisors Inc. now owns 803 shares of the asset manager's stock valued at $62,000 after purchasing an additional 225 shares in the last quarter. Hedge funds and other institutional investors own 70.59% of the company's stock.

Insider Buying and Selling

In related news, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction dated Tuesday, July 29th. The stock was sold at an average price of $88.75, for a total transaction of $443,750.00. Following the completion of the sale, the insider owned 1,300 shares in the company, valued at approximately $115,375. This trade represents a 79.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Sanjay Sharma sold 20,000 shares of SEI Investments stock in a transaction dated Wednesday, May 14th. The stock was sold at an average price of $83.40, for a total value of $1,668,000.00. Following the sale, the insider owned 23,895 shares of the company's stock, valued at approximately $1,992,843. This represents a 45.56% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 237,126 shares of company stock valued at $20,082,409 in the last quarter. Corporate insiders own 14.60% of the company's stock.

SEI Investments Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 17th. Shareholders of record on Monday, June 9th were issued a $0.49 dividend. The ex-dividend date was Monday, June 9th. This represents a $1.96 dividend on an annualized basis and a yield of 2.22%. This is an increase from SEI Investments's previous quarterly dividend of $0.46. SEI Investments's dividend payout ratio (DPR) is 18.39%.

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.