SEI Investments Company (SEIC)

Over the past six months, SEI's Board of Directors approved an increase in its stock repurchase program. The company received positive analyst coverage from firms like Piper Sandler and Keefe, Bruyette & Woods. SEI reported strong fourth-quarter 2025 financial results, with diluted EPS increasing and revenue growing year-over-year. UBS Group initiated coverage of SEI Investments with a "buy" rating. SEI announced strategic collaborations and client wins, including engaging IBM to accelerate enterprise transformation, Ranchland Capital Partners selecting SEI to support alternative funds, and Huntington National Bank choosing the SEI Wealth Platform℠. Analysts generally hold a "Moderate Buy" or "Strong Buy" consensus for SEIC.

SEI Investments Co.'s revenue is largely derived from asset management, administration, and distribution fees, which are primarily based on the value of assets involved, exposing the company to market fluctuations. Performance fees from its affiliate LSV Asset Management are typically highest in the fourth quarter and lowest in the first quarter, indicating some seasonality. Management expects strong sales momentum to continue into 2026, suggesting consistent demand for its core services.

SEI Investments Co. is a global financial services company specializing in investment processing, management, and operations services, operating within the Financial Services sector. It provides financial technology, operations, and asset management solutions to various clients. Its major products and services encompass OCIO solutions, investment management and administrative outsourcing platforms, and a wealth management operating platform. As of December 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets.

Headquartered in Oaks, Pennsylvania, SEI Investments Co. has a significant global operational footprint, serving clients in major financial markets worldwide. It has offices in locations such as Indianapolis, Toronto, London, Dublin, The Netherlands, Hong Kong, South Africa, India, Luxembourg, and Dubai. While approximately 85% of its revenues are generated in the U.S., SEI is actively building its global presence, with substantial centers in Dublin and London, and is exploring expansion opportunities in Asia.

In the past year, SEI Investments Co. has maintained a positive brand reputation. U.S. News & World Report recognized SEI as a "Best Company to Work For" in the Finance and Insurance category. The company's strong financial performance in the fourth quarter of 2025 further bolstered its reputation. Strategic initiatives, such as the collaboration with IBM on Agentic AI and partnerships with Ranchland Capital Partners and Huntington National Bank, demonstrate SEI's commitment to innovation.

SEI Investments Co.'s ownership is primarily dominated by institutional investors, who collectively hold a significant percentage of the company's shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insider ownership accounts for a smaller percentage of the shares, with Alfred P. West Jr., the founder and Executive Chairman, being a significant individual shareholder.