Brokers Issue Forecasts for SEI Investments Q1 Earnings

SEI Investments (NASDAQ:SEIC) – Investment analysts at William Blair issued their Q1 2025 EPS estimates for shares of SEI Investments in a report issued on Thursday, January 30th. William Blair analyst J. Schmitt anticipates that the asset manager will earn $1.19 per share for the quarter. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ Q2 2025 earnings at $1.19 EPS, Q3 2025 earnings at $1.23 EPS, Q4 2025 earnings at $1.33 EPS, Q1 2026 earnings at $1.28 EPS, Q2 2026 earnings at $1.30 EPS, Q3 2026 earnings at $1.35 EPS, Q4 2026 earnings at $1.47 EPS and FY2026 earnings at $5.40 EPS.

SEI Investments (NASDAQ:SEIC) last posted its quarterly earnings data on Wednesday, January 29th. The asset manager reported $1.19 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.02). SEI Investments had a net margin of 27.35% and a return on equity of 25.51%.

Other equities analysts also recently issued research reports about the stock. Raymond James raised shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price target for the company in a report on Thursday, January 30th. Keefe, Bruyette & Woods reissued a “market perform” rating and set a $90.00 price target (up previously from $86.00) on shares of SEI Investments in a report on Thursday, January 30th. Piper Sandler boosted their price target on shares of SEI Investments from $77.00 to $87.00 and gave the company a “neutral” rating in a report on Monday, December 23rd. Oppenheimer boosted their price target on shares of SEI Investments from $85.00 to $94.00 and gave the company an “outperform” rating in a report on Tuesday, January 7th. Finally, Morgan Stanley boosted their price target on shares of SEI Investments from $75.00 to $80.00 and gave the company an “underweight” rating in a report on Friday, January 3rd. One research analyst has rated the stock with a sell rating, two have issued a hold rating and three have issued a buy rating to the company. According to MarketBeat.com, SEI Investments currently has a consensus rating of “Hold” and an average price target of $90.00.

SEI Investments Price Performance

SEI Investments stock opened at $85.82 on Monday. The company has a market cap of $11.06 billion, a PE ratio of 19.42, a P/E/G ratio of 1.48 and a beta of 0.98. The company has a fifty day moving average price of $83.25 and a two-hundred day moving average price of $75.02. SEI Investments has a 12 month low of $62.38 and a 12 month high of $87.25.

SEI Investments announced that its board has approved a share repurchase plan on Tuesday, October 22nd that authorizes the company to repurchase $400.00 million in shares. This repurchase authorization authorizes the asset manager to repurchase up to 4.3% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its stock is undervalued.

SEI Investments Increases Dividend

The firm also recently announced a semi-annual dividend, which was paid on Wednesday, January 8th. Investors of record on Friday, December 27th were paid a $0.49 dividend. The ex-dividend date was Friday, December 27th. This represents a yield of 1.1%. This is a boost from SEI Investments’s previous semi-annual dividend of $0.46. SEI Investments’s payout ratio is presently 22.17%.

Insider Buying and Selling at SEI Investments

In other SEI Investments news, Director Carmen Romeo sold 5,000 shares of the business’s stock in a transaction dated Wednesday, November 6th. The stock was sold at an average price of $79.64, for a total value of $398,200.00. Following the completion of the transaction, the director now directly owns 1,577,652 shares of the company’s stock, valued at approximately $125,644,205.28. The trade was a 0.32 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Chairman Alfred P. West, Jr. sold 52,042 shares of the business’s stock in a transaction on Monday, December 16th. The shares were sold at an average price of $85.23, for a total transaction of $4,435,539.66. Following the completion of the sale, the chairman now directly owns 7,232,922 shares in the company, valued at $616,461,942.06. This represents a 0.71 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 186,194 shares of company stock worth $15,769,472 over the last ninety days. Corporate insiders own 14.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of SEIC. Allworth Financial LP increased its holdings in shares of SEI Investments by 53.7% during the fourth quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock valued at $38,000 after acquiring an additional 158 shares in the last quarter. First Horizon Advisors Inc. lifted its stake in shares of SEI Investments by 101.3% in the third quarter. First Horizon Advisors Inc. now owns 461 shares of the asset manager’s stock valued at $32,000 after buying an additional 232 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt grew its holdings in shares of SEI Investments by 925.9% during the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 554 shares of the asset manager’s stock valued at $38,000 after buying an additional 500 shares during the last quarter. Point72 DIFC Ltd bought a new stake in shares of SEI Investments during the third quarter worth about $45,000. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in shares of SEI Investments by 16.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,197 shares of the asset manager’s stock worth $77,000 after acquiring an additional 168 shares during the last quarter. Institutional investors and hedge funds own 70.59% of the company’s stock.

SEI Investments Company Profile

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.