Zacks Research Expects Stronger Earnings for SEI Investments

Key Points

• Zacks Research has increased its FY2025 earnings per share (EPS) estimate for SEI Investments to $5.38, up from $5.37, maintaining a "Strong-Buy" rating on the stock.
• In Q2, SEI Investments surpassed analysts' EPS expectations by reporting earnings of $1.78 and generating revenue growth of 7.8% compared to the previous year.
• Institutional investors hold a significant stake in SEI Investments, with 70.59% of the stock owned by hedge funds and other institutions, indicating strong institutional interest.

SEI Investments Company (NASDAQ:SEIC - Free Report) - Equities researchers at Zacks Research raised their FY2025 earnings per share (EPS) estimates for SEI Investments in a report issued on Tuesday, October 14th. Zacks Research analyst Team now forecasts that the asset manager will post earnings of $5.38 per share for the year, up from their prior forecast of $5.37. Zacks Research currently has a "Strong-Buy" rating on the stock. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments' Q3 2026 earnings at $1.38 EPS, FY2026 earnings at $5.36 EPS, Q2 2027 earnings at $1.43 EPS, Q3 2027 earnings at $1.54 EPS and FY2027 earnings at $5.92 EPS.

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 (EPS) for the quarter, topping analysts' consensus estimates of $1.18 by $0.60. The business 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 company's revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.05 earnings per share.

SEIC has been the subject of a number of other reports. Keefe, Bruyette & Woods cut their target price on SEI Investments from $98.00 to $93.00 and set a "market perform" rating for the company in a research note on Monday. Weiss Ratings reaffirmed a "buy (b)" rating on shares of SEI Investments in a research note on Wednesday, October 8th. Oppenheimer boosted their target price on shares of SEI Investments from $96.00 to $101.00 and gave the company an "outperform" rating in a report on Tuesday, July 8th. Raymond James Financial raised their price target on shares of SEI Investments from $118.00 to $120.00 and gave the stock an "outperform" rating in a report on Tuesday. Finally, Morgan Stanley upped their price objective on SEI Investments from $105.00 to $115.00 and gave the company an "overweight" rating in a report on Friday, September 19th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $104.40.

SEI Investments Trading Up 1.1%

Shares of NASDAQ SEIC opened at $83.42 on Wednesday. The company has a 50-day moving average of $86.89 and a 200 day moving average of $84.45. SEI Investments has a 12-month low of $64.66 and a 12-month high of $93.96. The stock has a market cap of $10.31 billion, a PE ratio of 15.65, a P/E/G ratio of 1.25 and a beta of 0.96.

Institutional Investors Weigh In On SEI Investments

Several institutional investors have recently modified their holdings of SEIC. Loomis Sayles & Co. L P increased its holdings in SEI Investments by 1.4% in the second quarter. Loomis Sayles & Co. L P now owns 8,841,249 shares of the asset manager's stock valued at $794,475,000 after buying an additional 121,198 shares during the last quarter. Bank of America Corp DE increased 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 acquiring an additional 133,057 shares during the last quarter. Dimensional Fund Advisors LP raised its position 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 worth $134,487,000 after acquiring an additional 111,065 shares in the last quarter. First Trust Advisors LP boosted its holdings in SEI Investments by 9.1% in the second quarter. First Trust Advisors LP now owns 1,727,334 shares of the asset manager's stock valued at $155,218,000 after purchasing an additional 144,789 shares in the last quarter. Finally, Boston Trust Walden Corp increased its stake in SEI Investments by 3.3% in the second quarter. Boston Trust Walden Corp now owns 1,369,674 shares of the asset manager's stock valued at $123,079,000 after purchasing an additional 44,195 shares during the last quarter. 70.59% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider Mark Andrew Warner sold 5,000 shares of the business's 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 transaction, the insider directly owned 1,300 shares of the company's stock, valued at approximately $115,375. The trade was a 79.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Carl Guarino sold 10,000 shares of the firm's stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $86.41, for a total transaction of $864,100.00. Following the completion of the sale, the director directly owned 16,042 shares in the company, valued at approximately $1,386,189.22. This trade represents a 38.40% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 60,000 shares of company stock worth $5,254,950. 14.30% of the stock is owned by corporate insiders.

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.

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