SEI Investments (SEIC) News Today

SEI Investments Company (NASDAQ:SEIC) is seeing a mixed market reaction after its Q3 results: investors are parsing a modest earnings beat and strategic wins against higher expenses and an isolated client loss. Analyst upgrades to FY2026–FY2027 earnings are providing upside support, while expense and client‑loss headlines pressured the stock after the print.

• Positive Sentiment: William Blair raised its FY2026 and FY2027 EPS forecasts (FY2026 to ~$5.45 and FY2027 to ~$6.00), signalling stronger forward earnings expectations that can support the stock. William Blair Expects Increased Earnings for SEI Investments
• Positive Sentiment: Independent analyst coverage highlighted continued business momentum and strategic wins (Morgan Stanley / TipRanks coverage), reinforcing buy-side interest in SEI’s growth in alternatives and solutions. Strong Business Momentum and Growth Potential
• Neutral Sentiment: Consensus from brokerages is a “Moderate Buy” (8 analysts), which is supportive but not overwhelmingly bullish — suggests varied views across the sell‑side. Moderate Buy by Brokerages
• Neutral Sentiment: Q3 results: SEI reported $1.30 EPS (beat consensus) with revenue/AUM growth and record EPS noted in the call — fundamentals intact but not uniformly decisive. SEI Announces Earnings Results
• Negative Sentiment: Market reaction was muted/negative after the print: higher expenses and an isolated client loss were cited as reasons for the stock pullback despite the EPS beat. Q3 Earnings Beat; Stock Down
• Negative Sentiment: Deep-dive commentary highlighted an isolated client loss and expense pressures that may temper near-term margin improvement and investor sentiment. Q3 Deep Dive

Bottom line for investors: upgrades to forward EPS create a bullish medium‑term case, but near‑term performance will hinge on whether SEI can control expenses and stabilize client flows; expect volatility while the market digests margin trajectory versus upgraded earnings forecasts.