Zacks Research Lifts Earnings Estimates for SEI Investments

Key Points

• Zacks Research has raised its Q3 2025 earnings estimate for SEI Investments to $1.16 per share, up from a previous estimate of $1.15, with a full-year earnings consensus of $4.86 per share.
• The company also announced an increase in its quarterly dividend to $0.49 per share, up from $0.46, marking an annualized dividend yield of 2.2%.
• SEI Investments shares have received upgrades from several analysts, with Morgan Stanley setting a target price of $100.00, while the consensus target price stands at $102.00.

SEI Investments Company (NASDAQ:SEIC - Free Report) - Stock analysts at Zacks Research lifted their Q3 2025 earnings estimates for shares of SEI Investments in a research report issued to clients and investors on Wednesday, August 13th. Zacks Research analyst R. Department now expects that the asset manager will post earnings per share of $1.16 for the quarter, up from their prior estimate of $1.15. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments' Q1 2026 earnings at $1.23 EPS, Q2 2026 earnings at $1.32 EPS, Q3 2026 earnings at $1.34 EPS, Q4 2026 earnings at $1.37 EPS, FY2026 earnings at $5.26 EPS and FY2027 earnings at $5.76 EPS.

Several other equities research analysts have also weighed in on SEIC. Piper Sandler lowered their target price on shares of SEI Investments from $96.00 to $93.00 and set a "neutral" rating on the stock in a report on Thursday, July 24th. Keefe, Bruyette & Woods reaffirmed a "market perform" rating and set a $98.00 price target (down from $100.00) on shares of SEI Investments in a research note on Thursday, July 24th. Wall Street Zen raised SEI Investments from a "hold" rating to a "buy" rating in a report on Tuesday, May 20th. Raymond James Financial raised their price target on SEI Investments from $115.00 to $118.00 and gave the company an "outperform" rating in a report on Thursday, July 24th. Finally, Oppenheimer lifted their target price on SEI Investments from $96.00 to $101.00 and gave the stock an "outperform" rating in a report on Tuesday, July 8th. Three research analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to MarketBeat.com, SEI Investments presently has an average rating of "Moderate Buy" and an average target price of $102.00.

SEI Investments Stock Performance

Shares of SEI Investments stock traded down $0.62 on Thursday, reaching $88.19. The stock had a trading volume of 750,963 shares, compared to its average volume of 878,062. SEI Investments has a fifty-two week low of $64.66 and a fifty-two week high of $93.96. The business's 50-day moving average price is $88.60 and its two-hundred day moving average price is $82.39. The stock has a market cap of $10.90 billion, a P/E ratio of 16.55, a price-to-earnings-growth ratio of 1.37 and a beta of 0.95.

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

Institutional Investors Weigh In On SEI Investments

A number of large investors have recently made changes to their positions in the stock. Loomis Sayles & Co. L P boosted its stake in shares of SEI Investments by 1.4% during the second quarter. Loomis Sayles & Co. L P now owns 8,841,249 shares of the asset manager's stock worth $794,475,000 after buying an additional 121,198 shares during the period. Bank of America Corp DE boosted its holdings in shares of SEI Investments by 4.4% in the 2nd quarter. Bank of America Corp DE now owns 3,160,636 shares of the asset manager's stock valued at $284,015,000 after purchasing an additional 133,057 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of SEI Investments by 6.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,732,511 shares of the asset manager's stock valued at $134,487,000 after acquiring an additional 111,065 shares in the last quarter. First Trust Advisors LP lifted its holdings in SEI Investments by 9.1% in the 2nd quarter. First Trust Advisors LP now owns 1,727,334 shares of the asset manager's stock worth $155,218,000 after buying an additional 144,789 shares in the last quarter. Finally, Boston Trust Walden Corp grew its position in shares of SEI Investments by 3.3% during the 2nd quarter. Boston Trust Walden Corp now owns 1,369,674 shares of the asset manager's stock valued at $123,079,000 after buying an additional 44,195 shares during the last quarter. 70.59% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction on Tuesday, July 29th. The stock was sold at an average price of $88.75, for a total value of $443,750.00. Following the transaction, the insider directly owned 1,300 shares in the company, valued at approximately $115,375. This trade represents a 79.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Chairman Alfred P. West, Jr. sold 66,126 shares of SEI Investments stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $84.28, for a total value of $5,573,099.28. Following the sale, the chairman directly owned 6,937,582 shares of the company's stock, valued at approximately $584,699,410.96. This represents a 0.94% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 146,126 shares of company stock valued at $12,450,349 in the last quarter. 14.60% of the stock is currently owned by company insiders.

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 an increase from SEI Investments's previous quarterly dividend of $0.46. This represents a $1.96 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 9th. SEI Investments's dividend payout ratio (DPR) is 18.39%.

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.