SEIC
NEUTRAL
$79.79
Live
SEI Investments Company · NASDAQ
Target $97.43
(+22.1%)
$69.04
52W Range
$93.96
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 19, 2026
Market cap
$9.75B
P/E
14.17
ROE
29.0%
Profit margin
31.1%
Debt/Equity
0.01
Dividend yield
1.27%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
SEIC presents a contradictory profile characterized by a weak Piotroski F-Score of 3/9, indicating deteriorating financial trends despite exceptionally strong absolute solvency (Debt/Equity 0.01). While the stock trades at a significant discount to its growth-based intrinsic value ($166.09) and analyst targets ($97.43), it sits above its defensive Graham Number ($50.37). Strong profitability metrics, including an ROE of 28.96% and consistent earnings beats, are currently offset by bearish insider selling and a completely bearish technical trend.
Key Strengths
Extremely low leverage with a Debt/Equity ratio of 0.01
High profitability with a 31.14% profit margin and 28.96% ROE
Strong liquidity position evidenced by a Current Ratio of 3.29
Consistent earnings track record with 3 of the last 4 quarters beating estimates
Attractive valuation relative to sector P/E averages
Key Risks
Weak Piotroski F-Score (3/9) suggesting negative trends in financial health
Bearish insider sentiment with significant selling by the CEO and other officers
Technical trend is currently 0/100 (Bearish)
Low dividend yield (1.27%) provides little downside protection
Growth rates (9.1% Revenue) are modest compared to broader financial services sector averages
AI Fair Value Estimate
Based on comprehensive analysis
$102.5
+28.5% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
59
Moderate
75
65
85
30
40
AI Verdict
Cautious Value Play
Key drivers: Strong ROE, Low Debt, Weak Piotroski Score, Insider Selling
Confidence
80%
Value
75/100
Ref P/E, PEG, Graham Number
Positives
- P/E of 14.17 is low
- Trades well below intrinsic value of $166.09
Watchpoints
- Trades at a premium to the Graham Number ($50.37)
Future
65/100
Ref Growth rates
Positives
- Earnings growth (16.9%) outpaces revenue growth
- Positive analyst target price of $97.43
Watchpoints
- Modest revenue growth compared to sector peers
Past
85/100
Ref Historical trends
Positives
- 25-quarter track record of stability
- Consistent EPS surprises
Watchpoints
- Recent 6-month price performance is flat/negative
Health
30/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Near-zero debt
- High current ratio
Watchpoints
- Piotroski F-Score of 3/9 indicates weak financial health trends
Dividend
40/100
Ref Yield, Payout
Positives
- Very low payout ratio (17.94%) suggests high sustainability
Watchpoints
- Low yield (1.27%) is not competitive for income investors
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$79.79
Analyst Target
$97.43
Upside/Downside
+22.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for SEIC and closest competitors.
Updated 2026-04-17
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
SEIC
SEI Investments Company
Primary
|
+36.4% | +41.2% | +12.7% | -0.6% | +2.9% | +3.6% |
|
FRHC
Freedom Holdings Corp.
Peer
|
+190.3% | +116.4% | +16.4% | -11.5% | +13.8% | -0.3% |
|
ONB
Old National Bancorp
Peer
|
+42.0% | +85.8% | +23.0% | +11.0% | +8.6% | +0.5% |
|
AMG
Affiliated Managers Group, Inc.
Peer
|
+181.7% | +94.2% | +71.8% | +48.2% | +9.8% | -1.9% |
|
AFG
American Financial Group, Inc.
Peer
|
+147.1% | +12.2% | +0.9% | +4.0% | -6.8% | -2.5% |
SEI
SEI Investments Company
Primary
5Y
+36.4%
3Y
+41.2%
1Y
+12.7%
6M
-0.6%
1M
+2.9%
1W
+3.6%
FRH
Freedom Holdings Corp.
Peer
5Y
+190.3%
3Y
+116.4%
1Y
+16.4%
6M
-11.5%
1M
+13.8%
1W
-0.3%
ONB
Old National Bancorp
Peer
5Y
+42.0%
3Y
+85.8%
1Y
+23.0%
6M
+11.0%
1M
+8.6%
1W
+0.5%
AMG
Affiliated Managers Group, Inc.
Peer
5Y
+181.7%
3Y
+94.2%
1Y
+71.8%
6M
+48.2%
1M
+9.8%
1W
-1.9%
AFG
American Financial Group, Inc.
Peer
5Y
+147.1%
3Y
+12.2%
1Y
+0.9%
6M
+4.0%
1M
-6.8%
1W
-2.5%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
14.17
Forward P/E
12.85
PEG Ratio
1.58
P/B Ratio
3.98
P/S Ratio
4.25
EV/Revenue
4.18
EV/EBITDA
14.39
Market Cap
$9.75B
Profitability
Profit margins and return metrics
Profit Margin
31.14%
Operating Margin
26.35%
Gross Margin
78.37%
ROE
28.96%
ROA
13.08%
Growth
Revenue and earnings growth rates
Revenue Growth
+9.1%
Earnings Growth
+16.9%
Q/Q Revenue Growth
+9.11%
Q/Q Earnings Growth
+10.7%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.01
Low debt
Current Ratio
3.29
Strong
Quick Ratio
3.12
Excellent
Cash/Share
$3.55
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.6B
Gross Margin
51.6%
Op. Margin
26.6%
Net Margin
28.4%
Total Assets
$3.3B
Liabilities
$0.6B
Equity
$2.4B
Debt/Equity
0.23x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
93%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-22
$N/A
2026-01-28
$1.38
+2.6% surprise
2025-10-22
$1.3
+4.3% surprise
2025-07-23
$1.78
+48.8% surprise
Financial Services Sector Comparison
Comparing SEIC against 525 companies in the Financial Services sector
(96 bullish, 216 neutral, 213 bearish)
P/E Ratio
14.17
This Stock
vs
43.93
Sector Avg
-67.7%
(Discount)
Return on Equity (ROE)
28.96%
This Stock
vs
0.14%
Sector Avg
+20185.2%
(Excellent)
Profit Margin
31.14%
This Stock
vs
46.8%
Sector Avg
-33.5%
(Weaker)
Debt to Equity
0.01
This Stock
vs
1.41
Sector Avg
-99.3%
(Less Debt)
Revenue Growth
9.1%
This Stock
vs
40.4%
Sector Avg
-77.5%
(Slower)
Current Ratio
3.29
This Stock
vs
3.36
Sector Avg
-2.3%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
SEIC
SEI Investments Company
|
NEUTRAL | $9.75B | 14.17 | 29.0% | 31.1% | $79.79 | |
|
FRHC
Freedom Holdings Corp.
|
BEARISH | $9.25B | 7557.5 | 0.2% | 0.2% | $151.15 | Compare |
|
ONB
Old National Bancorp
|
BULLISH | $9.1B | 13.05 | 9.0% | 29.1% | $23.36 | Compare |
|
AMG
Affiliated Managers Group, Inc.
|
BULLISH | $9.09B | 19.73 | 16.2% | 26.0% | $319.82 | Compare |
|
AFG
American Financial Group, Inc.
|
NEUTRAL | $10.66B | 13.48 | 16.9% | 10.0% | $127.79 | Compare |
SEIC
SEI Investments Company
NEUTRAL
Mkt Cap
$9.8B
P/E
14.2
ROE
29.0%
Price
$79.79
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-11 | WEST ALFRED PAUL JR | Divisional Officer | Sale | 62,447 | $5,003,142 |
| 2026-02-25 | WARNER MARK ANDREW | Officer | Stock Award | 4,000 | $284,480 |
| 2026-02-25 | WARNER MARK ANDREW | Officer | Sale | 4,000 | $326,960 |
| 2026-02-25 | WARNER MARK ANDREW | Officer | Option Exercise | 2,000 | $163,600 |
| 2026-01-29 | HICKE RYAN P | Chief Executive Officer | Sale | 80,000 | $6,989,060 |
| 2026-01-29 | HICKE RYAN P | Chief Executive Officer | Option Exercise | 80,000 | $4,904,275 |
| 2025-12-30 | ROMEO CARMEN V | Director | Gift | 15,500 | - |
| 2025-12-22 | DORAN WILLIAM M | Director | Sale | 7,000 | $586,950 |
| 2025-12-12 | PETERSON MICHAEL N | Officer | Stock Award | 7,711 | - |
| 2025-12-12 | HICKE RYAN P | Chief Executive Officer | Stock Award | 25,904 | - |
| 2025-12-12 | SHARMA SANJAY | Officer | Stock Award | 15,934 | - |
| 2025-12-12 | MCCABE PHILIP N | Officer | Stock Award | 8,434 | - |
| 2025-12-12 | BRASSINGTON JONATHAN A. | Director | Stock Award | 2,266 | - |
| 2025-12-12 | DENHAM SEAN | Chief Financial Officer | Stock Award | 13,254 | - |
| 2025-12-12 | LANE MICHAEL | Officer | Stock Award | 8,916 | - |
WEST ALFRED PAUL JR
Divisional Officer
2026-03-11
62,447 shares
·
$5,003,142
WARNER MARK ANDREW
Officer
2026-02-25
4,000 shares
·
$284,480
WARNER MARK ANDREW
Officer
2026-02-25
4,000 shares
·
$326,960
WARNER MARK ANDREW
Officer
2026-02-25
2,000 shares
·
$163,600
HICKE RYAN P
Chief Executive Officer
2026-01-29
80,000 shares
·
$6,989,060
HICKE RYAN P
Chief Executive Officer
2026-01-29
80,000 shares
·
$4,904,275
ROMEO CARMEN V
Director
2025-12-30
15,500 shares
DORAN WILLIAM M
Director
2025-12-22
7,000 shares
·
$586,950
PETERSON MICHAEL N
Officer
2025-12-12
7,711 shares
HICKE RYAN P
Chief Executive Officer
2025-12-12
25,904 shares
SHARMA SANJAY
Officer
2025-12-12
15,934 shares
MCCABE PHILIP N
Officer
2025-12-12
8,434 shares
BRASSINGTON JONATHAN A.
Director
2025-12-12
2,266 shares
DENHAM SEAN
Chief Financial Officer
2025-12-12
13,254 shares
LANE MICHAEL
Officer
2025-12-12
8,916 shares
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
DEF 14A
8-K
10-K
SEIC submitted its annual 10-K filing on February 23, 2026, which includes comprehensive disclosures regarding its business operations, risk factors, and financial condition. Detailed financial highlights and specific risk assessments are contained within the report's Management’s Discussion and Analysis and Risk Factors sections.
8-K
8-K
8-K
8-K
10-Q
8-K
8-K
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
7 analysts
Keefe, Bruyette & Woods
2026-04-08
Outperform
Outperform
Piper Sandler
2026-04-07
Overweight
Overweight
Morgan Stanley
2026-04-02
Overweight
Overweight
Piper Sandler
2026-01-29
Overweight
Overweight
Keefe, Bruyette & Woods
2026-01-08
Outperform
Outperform
Morgan Stanley
2026-01-06
Overweight
Overweight
Piper Sandler
2025-12-23
Neutral
Overweight
Keefe, Bruyette & Woods
2025-12-17
Market Perform
Outperform
Past News Coverage
Recent headlines mentioning SEIC from our newsroom.
Newest → oldest
No matching news yet.