SEI Investments stock
SEICNASDAQSEI Investments Company, Financial ServicesISIN US7841171033
85Score 85 out of 100, Strong
Price and trend
84 / 100
Price history
+30% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 16% above it.
Since May 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 66).
The price is 2.4% below its 52-week high. Largest decline in 20 years: 71% (December 2007 to March 2009).
Chart figures for advanced users
- SMA 50$105.47
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$93.92
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)66
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$75.18
- The lowest closing price of the last twelve months.
- Resistance$111.63
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- SEI Investments Company belongs to the Asset Management industry (United States) and, with a market value of $12.92B, is number 34 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $2.3B (up 8.1% year on year) and earnings of $715.31M (up 23.1%).
- For fiscal 2026, analysts expect on average revenue of $2.6B (up 13.2%) and adjusted earnings per share of $6.41 (up 13.9%).
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- MEQIRI Score 85 out of 100 (Strong): rank 18 of 975 in Financial Services, median 68.
- The P/E is 18.7 (Asset Management median 14, own median of recent years 18.3).
- Our model puts fair value at $126.53, with the price 14% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 28.7% over the last 12 months.Profitability 92
- Reliable dividendNo dividend cut for 31 years.Capital allocation 94
- Share buybacksShare count down 17% since 2020.Capital allocation 94
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and capital allocation.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among smaller stocks.
From 2016 to 2025, 14 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- solid fundamentals
- price near its 52-week high
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $90.38 and expensive above $210.89 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $171.67 (cash-flow model) and $81.40 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $111.70, at 7.8% it would be $148.82.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 12.9% on the twelve months before. Revenue has grown solidly since 2006, at about 4% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 27%, net 31%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 27 Jan 2027in 75 days
- Last reported
- 21 Oct 2026EPS reported $1.64 (expected $1.58)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $6.41+0.9%
- Revenue
- $2.6B+0.2%
- Earnings per share
- $7.12+0.9%
- Revenue
- $2.81B+0.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −0.9%No guidance given, only a pipeline view: progress on new solutions is expected to be similar in Q3, and margins on new deals are expected to stay above the historical 20%.
“In those new deals, professional services has essentially exceeds what our historical margin of 20% is, which is leading and contributing to higher margins, and we expect that to continue.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 22 Jul 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 11 insiders sold, $30.26M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Doran WilliamSale
10 Nov 2026, Board
- Shares
- 8,000
- Price
- $110.30
- Value
- $882,400
- West Alfred P JrSale
30 Sept 2026, Insider
- Shares
- 5,483
- Price
- $103.16
- Value
- $565,637
- West Alfred P JrSale
29 Sept 2026, Insider
- Shares
- 28,394
- Price
- $103.40
- Value
- $2.94M
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- Lane MichaelSale
22 Sept 2026, Executive Vice President
- Shares
- 2,400
- Price
- $102.78
- Value
- $246,672
- Hicke RyanSale
3 Sept 2026, Chief Executive Officer
- Shares
- 37,500
- Price
- $110.71
- Value
- $4.15M
- Romeo CarmenSale
1 Sept 2026, Board
- Shares
- 5,000
- Price
- $109.70
- Value
- $548,500
- Peterson MichaelSale
28 Aug 2026, Executive Vice President
- Shares
- 37,500
- Price
- $111.51
- Value
- $4.18M
- McCabe PhilipSale
5 Aug 2026, See Remarks
- Shares
- 5,043
- Price
- $105.50
- Value
- $532,037
- McCabe PhilipSale
4 Aug 2026, See Remarks
- Shares
- 24,957
- Price
- $105.04
- Value
- $2.62M
- Mccarthy KathrynSale
3 Aug 2026, Board
- Shares
- 10,000
- Price
- $103.54
- Value
- $1.04M
- Warner Mark AndrewSale
28 Jul 2026, See Remarks*
- Shares
- 15,000
- Price
- $102.35
- Value
- $1.54M
- Peterson MichaelSale
28 Jul 2026, Executive Vice President
- Shares
- 25,000
- Price
- $102.05
- Value
- $2.55M
- Guarino CarlSale
28 Jul 2026, Board
- Shares
- 10,000
- Price
- $103.20
- Value
- $1.03M
- Sharma SanjaySale
24 Jul 2026, See Remarks*
- Shares
- 20,000
- Price
- $99.33
- Value
- $1.99M
- West Alfred P JrSale
29 Jun 2026, Insider
- Shares
- 7,332
- Price
- $87.39
- Value
- $640,733
- West Alfred P JrSale
26 Jun 2026, Insider
- Shares
- 50,000
- Price
- $87.25
- Value
- $4.36M
- Doran WilliamSale
9 Jun 2026, Board
- Shares
- 5,000
- Price
- $90.50
- Value
- $452,500
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at SEI Investments
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 85
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Carlyle GroupCG $13.93B48
- Ares CapitalARCC $13.8B61
- Guosen Securities002736.SZ $13.53B52
- Bajaj Holdings & InvestmentBAJAJHLDNG.NS $13.33B69
- InvescoIVZ $12.51B44
- HDFC Asset ManagementHDFCAMC.NS $12.45B75
- Groupe Bruxelles LambertGBLB.BR $10.65B42
- SofinaSOF.BR $10.56B68
ETFs that hold SEI Investments
Held by 16 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Ageing Population UCITS ETF2B77 | 0.57% | 0.40% | €807M |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist)SPYD | 0.42% | 0.35% | €3.66B |
| State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (Acc)SPY4 | 0.33% | 0.30% | €5.36B |
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| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.11% | 0.43% | €2.5B |
| Franklin U.S. Equity UCITS ETFFLXU | 0.11% | 0.20% | €55.89M |
| iShares MSCI World Small Cap UCITS ETFIUSN | 0.10% | 0.35% | €8.27B |
| WisdomTree US Quality Dividend Growth UCITS ETF USD AccWTDM | 0.10% | 0.33% | €721.26M |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.10% | 0.30% | €944.34M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 31 Oct 2012)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.