SEI Investments Company

SEIC • Asset Management

$110.39

▼ -1.07 (-0.96%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL MUY FAVORABLEExcelenteConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$13.61B

Crecimiento

10.0%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 31.1%Crecimiento positivo de ingresos · 8.5%Flujo de caja libre positivo · 4.79Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 14.01

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$110.39

Change-0.96%

Shares Out123.33M

Market Cap$13.61B

Enterprise Value$13.23B

52W Range75.08 - 103.75

Beta0.98

P/E19.26

P/S5.55

P/B5.45

P/FCF20.26

EV/Sales5.39

Price$110.39

Change-0.96%

Shares Out123.33M

Market Cap$13.61B

Enterprise Value$13.23B

52W Range75.08 - 103.75

Beta0.98

P/E19.26

P/S5.55

P/B5.45

P/FCF20.26

EV/Sales5.39

EV/EBITDA13.70

EV/FCF19.68

Earnings Yield5.19%

FCF Yield4.94%

Dividend Yield0.95%

Gross Margin59.21%

Oper. Margin27.31%

Profit Margin31.14%

Debt/Eq0.00

Current Ratio3.29

Quick Ratio3.29

Revenue 5Y9.99%

Target$123.00

Target Upside11.42%

Target Median$124.00

Target Range120.00 - 125.00

Volume867.56K

Avg Volume723.89K

EPS Surprise0.15

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

95/100

Potencial de crecimiento

Ingresos y expansión

75/100

Atractivo del precio

Barata o cara hoy

75/100

Por qué este puntaje▼

Márgenes estables o en mejora · 31.1%Crecimiento positivo de ingresos · 8.5%Flujo de caja libre positivo · 4.79Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 14.01Nivel de deuda manejable · 0

Analyst view

Analyst sentiment and price target

SEIC

Analyst sentiment

Based on 14 analyst votes · 2026-09-05

89/100

Bullish

Hold

Bearish

Precio objetivo

2026-07-29

Bajo

$120.00

Promedio

$123.00

Mediana

$124.00

Alto

$125.00

Resumen de la compañía

IPO: 3/25/1981

Industria: Asset Management

P/B i: 5.45

Deuda / Patrimonio i: 0.00

Margen operativo: 27.31%

Margen neto: 31.14%

ROE i: -

ROIC: -

Salud financiera

Puntaje19 / 20

Deuda / Patrimonio: 0.00

Ratio corriente: 3.29

Ratio rápido: 3.29

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

Shah Sneha S.

Transacción: 07/24/2026

VENTA

Cambio

-3,746

Precio

$96.73

Presentación

07/28/2026

Tipo

VENTA

Sharma Sanjay

Transacción: 07/24/2026

VENTA

Cambio

-10,000

Precio

$71.12

Presentación

07/28/2026

Tipo

VENTA

Sharma Sanjay

Transacción: 07/24/2026

VENTA

Cambio

-20,000

Precio

$99.33

Presentación

07/28/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Shah Sneha S.	VENTA	-3,746	$96.73	07/24/2026	07/28/2026
Sharma Sanjay	VENTA	-10,000	$71.12	07/24/2026	07/28/2026
Sharma Sanjay	VENTA	-20,000	$99.33	07/24/2026	07/28/2026
Shah Sneha S.	OTRO	+24,500	$83.00	05/26/2026	07/23/2026
Shah Sneha S.	OTRO	0	Not reported	05/26/2026	07/23/2026
WEST ALFRED P JR	VENTA	-1,680	$88.09	06/29/2026	06/29/2026
WEST ALFRED P JR	VENTA	-3,838	$87.67	06/26/2026	06/29/2026
DORAN WILLIAM	VENTA	-5,000	$90.50	06/09/2026	06/11/2026
MCCARTHY KATHRYN	VENTA	-5,000	$49.63	05/04/2026	05/05/2026
MCCARTHY KATHRYN	VENTA	-10,000	$91.07	05/04/2026	05/05/2026
Warner Mark Andrew	VENTA	-2,000	$48.47	04/28/2026	04/30/2026
Warner Mark Andrew	VENTA	-4,000	$91.16	04/28/2026	04/30/2026
McCabe Philip	VENTA	-15,000	$91.82	04/23/2026	04/24/2026
Peterson Michael	VENTA	-10,000	$48.47	04/23/2026	04/23/2026
Peterson Michael	VENTA	-10,000	$90.00	04/23/2026	04/23/2026
Sharma Sanjay	VENTA	-12,500	$49.63	04/23/2026	04/23/2026
Sharma Sanjay	VENTA	-1,559	$90.73	04/23/2026	04/23/2026
Hicke Ryan	VENTA	-4,349	$77.21	03/31/2026	04/01/2026
Hicke Ryan	OTRO	0	Not reported	03/31/2026	04/01/2026
Denham Sean	VENTA	-7,673	$78.77	03/18/2026	03/19/2026

Sobre la compañía

SEI Investments Company

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.

Fuente - Link

Competidores

AMG ATCO BEN CMA FDS IVZ JHG ORI OXLC XP

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

SEIC Shares Hit a New 52-Week High: Is There Further Upside Potential?

SEI Investments stock touches a new 52-week high as revenues, client assets, and LSV flows strengthen, with technology and outsourcing growth supporting its outlook.

Zacks Investment Research

3 Asset Management Stocks to Watch as They Hit New 52-Week Highs

VCTR, IVZ and SEIC hit fresh 52-week highs as strong asset flows, rising AUM and strategic moves fuel growth.

Zacks Investment Research

SEI Investments: Alternatives Drive Platform Growth

SEI Investments Company is rated BUY following robust 2Q26 results that exceeded expectations, driven by strong alternative and private equity market growth. SEIC's operating leverage is accelerating, with adjusted EPS up 38% and operating income up 36% year-over-year, fueled by double-digit revenue growth in key segments. The company's high cash flow, low leverage, and record dividends support continued shareholder returns, while a strong deal pipeline signals further upside.

Seeking Alpha

Azora Capital LP Purchases Shares of 443,189 SEI Investments Company $SEIC

Azora Capital LP acquired a new position in shares of SEI Investments Company (NASDAQ: SEIC) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 443,189 shares of the asset manager's stock, valued at approximately $38,872,000. SEI Investments accounts for about 1.6% of Azora

Defense World

Callan Family Office LLC Makes New $2.89 Million Investment in SEI Investments Company $SEIC

Callan Family Office LLC bought a new position in SEI Investments Company (NASDAQ: SEIC) during the quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 32,957 shares of the asset manager's stock, valued at approximately $2,891,000. Several other hedge funds also

Defense World

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-22	1.29	1.44	0.15
2026-01-28	1.34	1.38	0.04
2025-10-22	1.25	1.3	0.05
2025-07-23	1.19	1.78	0.59
2025-04-23	1.12	1.17	0.05
2025-01-29	1.21	1.19	-0.02
2024-10-23	1.07	1.19	0.12
2024-07-24	1.05	1.05	0
2024-04-24	0.98	0.99	0.01
2024-01-31	0.92	0.91	-0.01
2023-10-25	0.87	0.87	0
2023-07-26	0.86	0.89	0.03