Zacks Research Lifts Earnings Estimates for SEI Investments

Key Points

• Zacks Research has increased its Q3 2025 earnings estimates for SEI Investments from $1.17 to $1.18 per share, while maintaining a "Hold" rating on the stock.
• SEI Investments reported earnings of $1.78 per share for Q2, surpassing estimates by $0.60, with quarterly revenue increasing by 7.8% year-over-year.
• Analysts have mixed ratings for SEI Investments, with price targets ranging from $93.00 to $118.00; the stock currently has a consensus rating of "Hold."

SEI Investments Company (NASDAQ:SEIC - Free Report) - Zacks Research lifted their Q3 2025 earnings estimates for shares of SEI Investments in a research note issued on Thursday, September 25th. Zacks Research analyst Team now anticipates that the asset manager will post earnings of $1.18 per share for the quarter, up from their prior forecast of $1.17. Zacks Research currently has a "Hold" 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' FY2025 earnings at $5.37 EPS, Q3 2026 earnings at $1.37 EPS, FY2026 earnings at $5.34 EPS, Q1 2027 earnings at $1.43 EPS and FY2027 earnings at $5.89 EPS.

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

Other equities research analysts also recently issued research reports about the company. 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 research report on Thursday, July 24th. Morgan Stanley increased their price target on shares of SEI Investments from $105.00 to $115.00 and gave the company an "overweight" rating in a research report on Friday, September 19th. Keefe, Bruyette & Woods restated a "market perform" rating and issued a $98.00 price objective (down from $100.00) on shares of SEI Investments in a report on Thursday, July 24th. Oppenheimer increased 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. Finally, Piper Sandler lowered their price target on shares of SEI Investments from $96.00 to $93.00 and set a "neutral" rating for the company in a research note on Thursday, July 24th. Three research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and an average target price of $105.00.

SEI Investments Price Performance

Shares of NASDAQ:SEIC opened at $85.10 on Friday. SEI Investments has a one year low of $64.66 and a one year high of $93.96. The firm has a market capitalization of $10.52 billion, a price-to-earnings ratio of 15.97, a PEG ratio of 1.30 and a beta of 0.98. The company's fifty day moving average price is $88.18 and its 200-day moving average price is $83.62.

Insider Activity

In other news, Director Carl Guarino sold 10,000 shares of the business's stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $86.41, for a total transaction of $864,100.00. Following the transaction, the director directly owned 16,042 shares of the company's stock, valued at approximately $1,386,189.22. The trade was a 38.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Mark Andrew Warner sold 5,000 shares of SEI Investments stock in a transaction on Tuesday, July 29th. The shares were 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 disclosure for this sale can be found here. Over the last ninety days, insiders sold 50,000 shares of company stock valued at $4,398,350. Insiders own 14.60% of the company's stock.

Institutional Investors Weigh In On SEI Investments

Large investors have recently modified their holdings of the stock. Osaic Holdings Inc. lifted its holdings in SEI Investments by 7.3% in the second quarter. Osaic Holdings Inc. now owns 139,654 shares of the asset manager's stock worth $12,546,000 after buying an additional 9,442 shares during the period. Orion Porfolio Solutions LLC lifted its stake in shares of SEI Investments by 30.4% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 14,803 shares of the asset manager's stock valued at $1,330,000 after purchasing an additional 3,450 shares during the period. Wellington Capital Management Inc. bought a new stake in shares of SEI Investments during the second quarter valued at approximately $4,510,000. Evergreen Capital Management LLC bought a new position in SEI Investments in the second quarter worth $607,000. Finally, Corient Private Wealth LLC boosted its holdings in shares of SEI Investments by 205.4% during the 2nd quarter. Corient Private Wealth LLC now owns 37,672 shares of the asset manager's stock valued at $3,385,000 after buying an additional 25,337 shares in the last quarter. Institutional investors own 70.59% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.