Analysts Offer Predictions for SEI Investments Q3 Earnings

SEI Investments Company (NASDAQ:SEIC) – Equities researchers at Zacks Research reduced their Q3 2026 EPS estimates for shares of SEI Investments in a research note issued on Tuesday, December 16th. Zacks Research analyst Team now forecasts that the asset manager will earn $1.38 per share for the quarter, down from their prior forecast of $1.39. Zacks Research 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’ Q1 2027 earnings at $1.43 EPS.

SEIC has been the topic of a number of other research reports. Morgan Stanley boosted their price objective on SEI Investments from $105.00 to $115.00 and gave the stock an “overweight” rating in a research note on Friday, September 19th. Keefe, Bruyette & Woods upgraded shares of SEI Investments from a “market perform” rating to an “outperform” rating and boosted their price target for the stock from $93.00 to $97.00 in a research report on Tuesday. Weiss Ratings reissued a “buy (b)” rating on shares of SEI Investments in a report on Wednesday, October 8th. Finally, Raymond James Financial raised their price objective on shares of SEI Investments from $118.00 to $120.00 and gave the company an “outperform” rating in a research report on Tuesday, October 14th. Five research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, SEI Investments has an average rating of “Moderate Buy” and an average target price of $105.20.

SEI Investments Price Performance

Shares of NASDAQ:SEIC opened at $83.08 on Thursday. The stock’s 50 day moving average price is $81.50 and its 200 day moving average price is $85.60. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.73 and a quick ratio of 5.62. The stock has a market cap of $10.17 billion, a price-to-earnings ratio of 15.27 and a beta of 0.98. SEI Investments has a 12 month low of $64.66 and a 12 month high of $93.96.

SEI Investments (NASDAQ:SEIC) last released its quarterly earnings results on Wednesday, October 22nd. The asset manager reported $1.30 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.05. The company had revenue of $578.51 million for the quarter, compared to the consensus estimate of $578.75 million. SEI Investments had a net margin of 31.09% and a return on equity of 30.21%. SEI Investments’s revenue was up 7.6% on a year-over-year basis. During the same period in the previous year, the firm earned $1.19 EPS.

Institutional Trading of SEI Investments

A number of hedge funds have recently modified their holdings of the business. Tudor Investment Corp ET AL purchased a new position in shares of SEI Investments during the third quarter valued at $4,811,000. Allworth Financial LP lifted its stake in SEI Investments by 44.0% in the 3rd quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock worth $37,000 after acquiring an additional 132 shares in the last quarter. IFP Advisors Inc boosted its position in SEI Investments by 166.0% during the 3rd quarter. IFP Advisors Inc now owns 4,535 shares of the asset manager’s stock worth $395,000 after acquiring an additional 2,830 shares during the period. Polar Asset Management Partners Inc. grew its stake in SEI Investments by 312.1% during the 3rd quarter. Polar Asset Management Partners Inc. now owns 49,043 shares of the asset manager’s stock valued at $4,161,000 after acquiring an additional 37,143 shares in the last quarter. Finally, Vermillion & White Wealth Management Group LLC lifted its position in shares of SEI Investments by 637.3% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 612 shares of the asset manager’s stock worth $52,000 after purchasing an additional 529 shares in the last quarter. Hedge funds and other institutional investors own 70.59% of the company’s stock.

Insiders Place Their Bets

In other news, Director Kathryn Mccarthy sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, September 29th. The shares were sold at an average price of $85.66, for a total transaction of $856,600.00. Following the sale, the director owned 75,641 shares in the company, valued at $6,479,408.06. The trade was a 11.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 stock was sold at an average price of $86.41, for a total transaction of $864,100.00. Following the completion of the transaction, the director directly owned 16,042 shares of the company’s stock, valued at $1,386,189.22. This represents a 38.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 44,770 shares of company stock worth $3,723,850. Company insiders own 14.60% of the company’s stock.

SEI Investments declared that its board has authorized a stock buyback plan on Friday, October 24th that authorizes the company to repurchase $650.00 million in outstanding shares. This repurchase authorization authorizes the asset manager to buy up to 6.4% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

SEI Investments Dividend Announcement

The business also recently declared a dividend, which will be paid on Monday, January 12th. Investors of record on Monday, December 29th will be paid a $0.52 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a yield of 125.0%. SEI Investments’s dividend payout ratio (DPR) is currently 18.01%.

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.