SEI Investments Company (SEIC)

In the past six months, SEI Investments Co.'s stock price has been impacted by several events. The Q3 2025 earnings report showed diluted EPS of $1.30, surpassing estimates, and consolidated revenues reached $578.5 million, an 8% increase year-over-year. A share repurchase program of $650 million was authorized by the Board of Directors. Analyst ratings and price targets varied, with some increasing their targets and others decreasing them. New client partnerships and capabilities, such as Syverson Strege partnering with SEI and SEI expanding its tax management capabilities, were announced. As of November 26, 2025, the stock closed at $80.83, with a 52-week range between $64.66 and $93.96.

Information directly detailing the specific demand seasonality for SEI Investments Co.'s products and services is not explicitly provided. As a financial services company, SEI's performance can be exposed to changes in equity and fixed-income markets, which are influenced by broader economic cycles and investor behavior. Market fluctuations could introduce periodic variations in demand for their services.

SEI Investments Co. is a global financial services company founded in 1968, providing technology and investment solutions to institutions, private banks, investment advisors, investment managers, and private clients. Their offerings include business process outsourcing, fund administration, investment management, regulatory compliance, and wealth management solutions. As of September 30, 2025, SEI managed, advised, or administered approximately $1.8 trillion in assets.

SEI Investments Co. has a global presence with its headquarters in Oaks, Pennsylvania, and offices across the U.S. and internationally, including locations in Canada, Europe, Hong Kong, South Africa, India, Luxembourg, and Dubai. SEI operates service centers in the US, UK, Ireland, Canada, India, and South Africa, targeting a global market.

SEI Investments Co. has a long-standing presence in the financial services industry, emphasizing its commitment to delivering technology and investment solutions. The company aims to be a leading provider of wealth management solutions and services by integrating technology, operations, and asset management expertise. SEI highlights its Investment Stewardship program, demonstrating a commitment to responsible and transparent behavior. In the past, SEI's reputation was affected by a lawsuit in 2012 related to financial crimes committed by Allen Stanford, but SEI responded that it merely provided back-office services to a Stanford affiliate.

SEI Investments Co. is primarily owned by institutional shareholders and company insiders, holding 72.05% and 68.44% of the company, respectively. Alfred P. West Jr., the founder and executive chairman, is the largest individual shareholder, owning 49.63% of the company's shares. Top institutional holders include Vanguard Group Inc., BlackRock, Inc., and Loomis Sayles & Co L P.