SEI Investments Company (SEIC)

Over the past six months, SEI Investments Co.'s stock price has increased. Recent financial results have shown strong performance, with a 16% increase in diluted EPS and 9% revenue growth year-over-year in Q4 2025. In Q1 2026, SEI delivered record net sales events. Other notable events include SEI enhancing its partnership with Carlyle, launching a digital onboarding solution, and engaging IBM to accelerate enterprise transformation. There was also a reported insider sale of shares in early May 2026.

SEI experiences some demand seasonality, particularly concerning performance fees from LSV Asset Management, which are typically highest in the fourth quarter and lowest in the first quarter. The company's effective tax rate is generally lowest in the fourth quarter, leading to expected sequential declines in adjusted EPS from Q4 to Q1.

SEI Investments Co. is a global financial services company providing technology and investment solutions, operating in the asset management industry. It offers a suite of products and services across segments like Private Banks, Investment Advisors, Institutional Investors, and Investment Managers, including outsourced investment processing, investment management, and investment operations platforms. As of December 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets.

SEI's corporate headquarters are in Oaks, Pennsylvania, and it maintains a global presence with offices across the U.S., Canada, Europe, Asia, and South Africa. SEI has expanded its operations in London and Luxembourg and aims to further build its capacity in Asia and the EMEA region.

SEI Investments Co. has generally maintained a positive perception among analysts, receiving a consensus recommendation of "Moderate Buy". The company's recent news focuses on strong financial performance, strategic partnerships, and product innovation.

Institutional investors hold a significant portion of SEI Investments Co.'s shares. Major institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., Loomis Sayles & Co L P, Morgan Stanley, and State Street Corp. Insider ownership accounts for a portion of the shares, with Alfred P. West, Jr. being a key individual shareholder.