Y Intercept Hong Kong Ltd Takes Position in SEI Investments Company $SEIC
Y Intercept Hong Kong Ltd has initiated a new position in SEI Investments Company (NASDAQ:SEIC), acquiring 46,201 shares valued at approximately $3.63 million in the first quarter. SEI Investments recently reported strong quarterly earnings of $1.44 per share, surpassing analyst estimates, although revenue slightly missed expectations. Analysts maintain a "Moderate Buy" rating for SEI Investments with an average target price of $110.00, despite some insider selling activity.
Raymond James Maintains SEI Investments(SEIC.US) With Buy Rating, Raises Target Price to $127
Raymond James has reiterated its "Buy" rating for SEI Investments (SEIC.US) and increased its price target to $127. This positive adjustment reflects the firm's continued confidence in the company's financial prospects and market position.
SEI Investments Stock and 2 Financial Shares Riding New Broad Index Fund Inflows
The article discusses the potential impact of new "Trump Accounts" on the U.S. equity market, which are expected to funnel significant capital into broad index funds. It highlights three financial stocks—Cohen & Steers (CNS), SEI Investments (SEIC), and Ameriprise Financial (AMP)—that are positioned to benefit from these inflows due to their links to asset management, index products, and financial advisory services. The piece also provides an overview of each company, including their operations, market cap, and key financial indicators, while also pointing out potential risks like insider selling and growth forecasts.
Raymond James raises SEI Investments stock price target on sales momentum By Investing.com
Raymond James has increased its price target for SEI Investments (NASDAQ:SEIC) to $124.00, up from $122.00, while maintaining an Outperform rating due to anticipated strong sales momentum in 2026 and expected market appreciation tailwinds. The firm believes the current "AI disruption narrative" has created an attractive risk/reward opportunity, with SEI's shares trading at 12.6 times its 2027 EPS estimate and considered undervalued by InvestingPro. This upgrade comes ahead of SEI's Q2 2026 results and is supported by recent strategic moves including new transfer agency services and enhanced technology platforms, along with key leadership appointments in AI and technology.
SEI Investments (NASDAQ:SEIC) Stock Price Expected to Rise, Raymond James Financial Analyst Says
Raymond James Financial has increased its price target for SEI Investments (NASDAQ:SEIC) from $122 to $124, maintaining an "outperform" rating and projecting a 32% upside. This follows SEI Investments' recent earnings beat, where it reported $1.44 EPS against a $1.29 forecast, with a 12.9% year-over-year revenue increase. The stock traded up 2.4% to $93.64, near its 52-week high, despite notable insider selling.
(SEIC) Risk Channels and Responsive Allocation
This article provides an AI-driven analysis of Sei Investments Company (NASDAQ: SEIC), highlighting strong near-term sentiment but a neutral mid- and long-term outlook. It identifies compelling upside potential due to the absence of resistance levels above the current price and presents three institutional trading strategies tailored to different risk profiles. The analysis also includes multi-timeframe signal data for support and resistance levels.
SEI Appoints Rob Wrzesniewski to Lead Stratos Wealth Technology Strategy
SEI has appointed Rob Wrzesniewski as head of Stratos Technology to advance its technology strategy, drive platform alignment, and manage long-term capability development. This newly created executive position will integrate SEI's technological ecosystem with Stratos Wealth Holdings, an alliance that began in December 2025. Wrzesniewski, with decades of experience at SEI, will ensure technology investments address advisor workflows and strengthen SEI's broader corporate objectives, enhancing operational resilience and user experience.
Oxbow Advisors LLC Purchases New Position in SEI Investments Company $SEIC
Oxbow Advisors LLC recently acquired a new position in SEI Investments Company (NASDAQ:SEIC), purchasing 41,842 shares valued at approximately $3.28 million in the first quarter. This comes amidst other institutional investors adjusting their holdings and insider selling activity, including sales by chairman Alfred P. West, Jr. and insider Philip Mccabe. Despite insider sales, analysts maintain a "Moderate Buy" rating with an average target price of $103.00 for the asset management firm.
Janney Montgomery Scott LLC Has $10.43 Million Stock Holdings in SEI Investments Company $SEIC
Janney Montgomery Scott LLC significantly reduced its stake in SEI Investments Company (NASDAQ:SEIC) by 10.7% in the first quarter, now holding 132,908 shares valued at $10.43 million. Despite this reduction, analysts maintain a "Moderate Buy" rating with an average target price of $103.00, following stronger-than-expected quarterly earnings. However, several company insiders have recently sold shares, even as SEI Investments announced a dividend and institutional ownership stands at 70.59%.
Boston Trust Walden Corp Sells 45,059 Shares of SEI Investments Company $SEIC
Boston Trust Walden Corp reduced its stake in SEI Investments Company by 4.2% in the first quarter, selling 45,059 shares. Insiders, including Chairman Alfred P. West, Jr., also sold a significant number of shares, totaling 111,332 shares worth nearly $9.9 million over the last quarter. Despite these sales, SEI Investments reported strong earnings of $1.44 per share, beating estimates, and analysts maintain a "Moderate Buy" rating with a consensus target price of $103.00.
How Investors May Respond To SEI Investments (SEIC) Launching In‑House SEC‑Registered Transfer Agency
SEI Investments (SEIC) has launched SEI Transfer Agency and Registry Services, Inc., an in-house SEC-registered transfer agency, expanding its fund administration capabilities. This move aims to support a wider range of fund structures for U.S.-based asset managers by integrating technology from Envision Financial Systems. While this could strengthen SEI's relationships with asset managers, the company's investment narrative still hinges on converting its sales pipeline into recurring revenue and managing potential margin pressure from increased tech and talent spending.
How Investors May Respond To SEI Investments (SEIC) Launching In‑House SEC‑Registered Transfer Agency
SEI Investments (SEIC) has launched an in-house SEC-registered transfer agency, SEI Transfer Agency and Registry Services, Inc., to broaden its fund administration services for both traditional and alternative asset managers. This strategic move aims to strengthen client relationships and integrate asset management and outsourcing capabilities, leveraging core technology from Envision Financial Systems. While enhancing SEI's servicing toolkit, the company's investment narrative still hinges on converting its sales pipeline into recurring revenue and managing potential margin pressure from significant technology and talent investments.
How Investors May Respond To SEI Investments (SEIC) Launching In‑House SEC‑Registered Transfer Agency
SEI Investments has launched an in-house SEC-registered transfer agency, SEI Transfer Agency and Registry Services, Inc., to broaden its fund servicing capabilities for traditional and alternative asset managers. This move aims to strengthen SEI's role in fund administration by integrating asset management and outsourcing with its own transfer agency technology. While it enhances SEI's offerings, the primary near-term focus remains converting its sales pipeline, with the risk of margin pressure from substantial technology and talent investments if client mandates are slow to materialize.
SEI Investments Company (NASDAQ:SEIC) Receives Average Rating of "Moderate Buy" from Brokerages
SEI Investments Company (NASDAQ:SEIC) has received an average rating of "Moderate Buy" from analysts, with a 12-month average price target of $103. The company recently exceeded earnings estimates but fell slightly short on revenue forecasts. While institutional investors hold a majority, some insiders have recently sold shares.
26,900 Shares in SEI Investments Company $SEIC Bought by Louisiana State Employees Retirement System
The Louisiana State Employees Retirement System acquired 26,900 shares of SEI Investments Company (NASDAQ:SEIC), valued at approximately $2.11 million, in the first quarter. Wall Street analysts maintain a "Moderate Buy" consensus for SEIC, with an average target price of $103. Despite strong quarterly earnings, where EPS of $1.44 surpassed estimates, several insiders have recently sold shares in the company.
SEI Investments(SEIC.US) Insider Sells US$5 Million in Common Stock
An insider at SEI Investments (SEIC.US) recently sold common stock valued at US$5 million. This transaction indicates a significant insider sale at the company.
SEI enters SEC-registered transfer services for alternative funds
SEI (NASDAQ: SEIC) has expanded its transfer agency solutions by launching SEI Transfer Agency and Registry Services, an SEC-registered service for U.S. traditional and alternative asset managers. This new offering leverages Envision's technology to support retail-distributed funds and specifically targets fast-growing semi-liquid alternative funds, including interval funds, tender-offer funds, and business development companies. The expansion aims to address the increasing demand for access to private markets through alternative investments, a segment that reached over $530 billion in net assets by the end of 2025.
SEI Expands SEC-Registered Transfer Agency
SEI (SEIC) has announced the expansion of its transfer agency solutions with the introduction of SEI Transfer Agency and Registry Services, Inc. This SEC-registered service will support a broader range of fund structures for U.S.-based traditional and alternative asset managers, leveraging technology from Envision Financial Systems. The expansion aims to serve SEC-registered, retail-distributed funds, including semi-liquid alternative investment funds, and enhances SEI's capabilities to better support clients in a changing industry landscape and capitalize on the growth of private markets.
SEI expands transfer agency to support alternative funds
SEI (NASDAQ:SEIC) has launched SEI Transfer Agency and Registry Services, Inc., an SEC-registered transfer agency designed to support traditional and alternative asset managers offering SEC-registered, retail-distributed funds. This expansion leverages core technology from Envision Financial Systems and aims to service semi-liquid alternative investment funds with investor recordkeeping, transaction processing, and compliance. The company, which has maintained dividend payments for 39 consecutive years and manages, advises, or administers approximately $1.9 trillion in assets, is strengthening its strategic role in a changing industry landscape, particularly in growing private markets.
SEI Investments(SEIC.US) Insider Sells US$5 Million in Common Stock
An insider at SEI Investments (SEIC.US) recently sold common stock valued at US$5 million. This transaction indicates a significant move by a company insider, which could be of interest to investors tracking insider activity.
Insider Sell Alert: WEST ALFRED P JR Sells 57,332 Shares of SEI Investments Co (SEIC)
WEST ALFRED P JR, Chairman Emeritus of SEI Investments Co (SEIC), sold 57,332 shares of the company on June 29, 2026. This transaction continues a trend of insider selling for SEIC, with 22 insider sells and no buys over the past year. Despite the selling, SEI Investments is currently assessed as fairly valued based on its GF Value, trading at $87.26 with a market cap of $10.37 billion.
SEI Investments (NASDAQ:SEIC) Chairman Sells $640,743.48 in Stock
SEI Investments (NASDAQ:SEIC) Chairman Alfred West, Jr. sold 7,332 shares of company stock for a total of $640,743.48 on June 29th, reducing his ownership by a mere 0.11%. Following the sale, he still holds 6,818,451 shares, valued at over $595 million. The stock saw a slight dip of 1.1% on Monday and carries a "Moderate Buy" rating from analysts with an average price target of $103.00.
Form 4 SEI Investments Company For: 29 June By Investing.com
This article reports on a Form 4 filing for SEI Investments Company (SEIC) related to transactions on June 29. It briefly states the company's stock performance (+1.53%) and contains no further details about the Form 4 itself, acting more as a placeholder for financial filing news.
SEI Investments (SEIC) chair emeritus trims 57,332-share stake
SEI Investments Co.'s Chairman Emeritus, Alfred P. West Jr., has sold 57,332 shares of SEIC common stock through open-market transactions on June 26 and June 29, 2026, for a total of approximately $5 million. Following these sales, West still directly holds over 6.8 million shares, indicating that the transactions represent a minor portion of his overall holdings. The sales were executed at weighted-average prices ranging from $86.60 to $88.37 per share.
SEI Canada Makes Changes in Risk Ratings
SEI Investments Canada Company (SEI Canada) announced a change in the risk rating for specific classes of its Long Duration Bond Fund. Following its annual review, the risk rating for classes E, F, and O of the fund has been changed from "Low to medium" to "Medium". The company confirmed that there were no alterations made to the fund's investment objectives or strategies.
SEIC Forecast — Price Target — Prediction for 2027
This article provides a detailed forecast for SEI Investments Company (SEIC) stock, including analyst price targets, future predictions, and a comprehensive overview of its financial performance. It covers current stock price, historical highs and lows, volatility, market capitalization, earnings, revenue, dividends, and employee numbers, offering investors significant data points for informed decision-making. Investors are advised to conduct their own thorough research as this is not investment advice.
Enterprise value to EBITDA forward of SEI Investments Company – NASDAQ:SEIC
This article provides financial information for SEI Investments Company (NASDAQ: SEIC) on TradingView, specifically focusing on its enterprise value to EBITDA (EV/EBITDA) forward metric. The content highlights a specific financial period and value changes for SEIC, noting that the market was closed at the time of publication with no trades. The document also details various data sources and copyright information.
Price to book forward of SEI Investments Company – NASDAQ:SEIC
The article focuses on the "Price to book forward" financial metric for SEI Investments Company (NASDAQ: SEIC). It indicates that the financial data is provided by ICE Data Services and FactSet, highlighting specific copyright information. The content appears to be a stub or a data point from a larger financial platform like TradingView.
Hsbc Holdings PLC Acquires 117,400 Shares of SEI Investments Company $SEIC
Hsbc Holdings PLC significantly increased its stake in SEI Investments Company by acquiring an additional 117,400 shares, bringing its total holdings to 180,716 shares valued at approximately $14.9 million. This occurred during a period where company insiders sold a total of 54,000 shares worth about $4.9 million. SEI Investments reported better-than-expected earnings but missed revenue estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $103.
SEI Investments Company Actuals & Estimates (MUN:SI3)
This article provides financial actuals and estimates for SEI Investments Company (MUN:SI3), including income statement, balance sheet, and cash flow data, alongside analyst price targets. It also offers key financial metrics such as market capitalization, EBITDA, dividend information, and upcoming earnings dates. The company's stock volatility, historical highs and lows, and analyst recommendations for potential investors are also discussed.
Enterprise value to revenue forward of SEI Investments Company – LS:867474
This article provides financial information for SEI Investments Company (LS:867474), specifically focusing on its enterprise value to revenue forward. It appears to be a stub or a section of a larger financial data service page rather than a standalone article, offering a brief overview of the company's financial metric without detailed analysis.
SEI Investments Company Actuals & Estimates (SWB:SI3)
This article provides a detailed overview of SEI Investments Company (SWB:SI3) stock, including its current price, historical performance, analyst forecasts, and financial data. It covers various metrics such as market capitalization, volatility, dividends, earnings, revenue, and EBITDA. The content also addresses frequently asked questions regarding the stock's performance and financial reporting.
SEI Investments Canada closing global equity fund
SEI Investments Canada is closing its Nordea International Equity Fund, effective September 16, 2014, due to a decline in assets. Units of the fund were no longer available for purchase after July 18, 2014. Unit holders will receive a notice and have the option to redeem their investments before the termination date.
SEI Investments Co (SEIC) Institutional Confidence
SEI Investments Co (SEIC) has an institutional shareholding score of 7.00, placing it 35th out of 122 in its industry. The institutional shareholding proportion is 75.73%, an increase of 0.71% quarter-over-quarter. ETHSX is the largest institutional shareholder, holding 4.05 million shares, representing 3.84% of shares outstanding despite a 13.32% decrease in its holdings.
Rockefeller Capital Management L.P. Has $12.30 Million Stock Holdings in SEI Investments Company $SEIC
Rockefeller Capital Management L.P. significantly increased its stake in SEI Investments Company (NASDAQ:SEIC), holding 150,008 shares valued at $12.3 million as of the fourth quarter. Despite this, insiders at SEI Investments have been selling shares, with Director Kathryn Mccarthy and insider Sanjay Sharma making notable sales totaling over $3 million. The company reported strong Q4 earnings per share of $1.44, beating estimates, though revenue of $622.2 million fell short of expectations yet grew 12.9% year-over-year.
SEI Investments (SEIC) Could Be 15% Below Fair Value On Technology Leadership Changes
SEI Investments (SEIC) has made significant leadership changes focused on technology, appointing Rob Wrzesniewski and Matt Provencher to guide its platforms. The company's stock is currently trading at US$88.89, which is considered about 15% undervalued compared to a fair value of $104.86, according to some analyses. These changes are expected to drive top-line revenue growth and improve operating margins, although the company faces pressures from ongoing technology and talent spending, and competition.
Price to earnings forward of SEI Investments Company – NASDAQ:SEIC
This article provides financial information for SEI Investments Company (NASDAQ: SEIC) on TradingView. It specifically highlights the "Price to earnings forward" metric for the company. The content appears to be a snapshot of a financial data page, indicating market status and data sources.
(SEIC) Movement as an Input in Quant Signal Sets
The article provides a quantitative analysis for Sei Investments Company (NASDAQ: SEIC), indicating a neutral sentiment across all time horizons. It highlights that resistance is being tested and presents three AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, each tailored to different risk profiles. The analysis also emphasizes the exceptional 25.7:1 risk-reward short setup targeting 7.4% downside versus 0.3% risk.
SEI Investments Company Announces Appointment of Rob Wrzesniewski as Head of Stratos Technology Within SEI's Asset Management Business
SEI Investments Company has appointed Rob Wrzesniewski as the Head of Stratos Technology within its Asset Management business. In this new role, Wrzesniewski will be responsible for advancing Stratos' technology strategy, overseeing advisor-facing technologies to ensure scalability and a high-quality advisor experience, and aligning technology investments with advisor needs and enterprise objectives. He reports to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos.
Press Release: Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms
This press release announces that Rob Wrzesniewski has been appointed to lead technology enablement and integration across Stratos and SEI Asset Management Platforms. His role will focus on enhancing technology solutions and streamlining operations between the two entities, leveraging his extensive experience in financial technology. Wrzesniewski's appointment is expected to drive efficiency and innovation in their technology infrastructure.
SEI names Wrzesniewski to lead Stratos technology integration
SEI has appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business to lead and align Stratos' technology strategy with SEI's enterprise objectives. Wrzesniewski, who joined SEI in 1992, previously led the Global Solutions team for SEI’s Private Banking and Wealth Management business. This appointment follows SEI's strategic investment in Stratos Wealth Holdings and is part of SEI's ongoing efforts to innovate and strengthen its services and leadership.
SEI names Wrzesniewski to lead Stratos technology integration By Investing.com
SEI has appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business, a newly created role focusing on technology strategy, platform alignment, and capability development for Stratos. Wrzesniewski, a long-time SEI veteran, will oversee advisor-facing technologies and align investments with SEI's enterprise objectives. This appointment follows SEI's strategic investment in Stratos Wealth Holdings and comes amidst other recent leadership and platform innovations at SEI.
SEI taps veteran Rob Wrzesniewski to run Stratos technology
SEI (NASDAQ:SEIC) has appointed Rob Wrzesniewski as Head of Stratos Technology, effective June 23, 2026. In this new role, Wrzesniewski will be responsible for advisor technology oversight, platform alignment, and long-term capability development across both SEI and Stratos platforms, aiming to strengthen advisor-facing technology and integration with SEI’s broader technology ecosystem. This appointment supports SEI's strategic investment in Stratos Wealth Holdings, with a shared focus on enhancing advisor independence, choice, and flexibility.
SEI Investments Co (SEIC) Financial Health: Profitability & Balance Sheet Analysis
SEI Investments Co (SEIC) shows robust financial health with a current score of 7.74, ranking 20th in its industry. The company reported a 12.31% year-over-year increase in quarterly revenue and a 15.16% increase in net profit. While its financial status is strong, its operating efficiency is noted as average.
SEIC: Future Earnings Quality Will Turn On AI Execution And P/E Reset
SEI Investments (SEIC) has seen varied analyst target adjustments, reflecting mixed views on its future growth and profitability, particularly concerning its AI execution and P/E reset. Despite a slight increase in the discount rate, the company's fair value of $104.86 remains unchanged, with key developments focusing on expanding professional services, strengthening AI leadership, and introducing new technology platforms for investment managers and collective investment trusts. The company also announced an expanded partnership with Carlyle for private market solutions.
How SEI’s Unified Data Cloud and Consulting Push Will Impact SEI Investments (SEIC) Investors
SEI Investments is enhancing its platform by integrating SEI Data Cloud with SEI Scope and formalizing enterprise professional services under Matt Provencher. This move aims to position SEI as a full-stack operating partner rather than just a product vendor, potentially attracting larger mandates. Investors should consider both the upside from deeper client relationships and the increased execution risks associated with complex platform rollouts.
How SEI’s Unified Data Cloud and Consulting Push Will Impact SEI Investments (SEIC) Investors
SEI Investments recently launched an enhanced, unified platform combining its SEI Data Cloud with the SEI Scope portal, aiming to improve data access and operational efficiency for investment managers. Concurrently, SEI appointed Matt Provencher as Global Head of Enterprise Professional Services, signifying a strategic move to integrate technology with scaled consulting support. This shift from a product vendor to a full-stack operating partner for clients could lead to larger mandates but also increases execution risks related to complex implementations and AI-heavy offerings.
SEI (SEIC) Appoints Matt Provencher As It Expands AI And Enterprise Services
SEI Investments (SEIC) has appointed Matt Provencher as Global Head of Enterprise Professional Services as part of its strategy to expand its AI and data capabilities. The company is creating new executive roles and rolling out AI-powered tools and integrated platforms to enhance client services and strengthen the connection between its technology and core offerings. These moves indicate SEI's focus on selling outcomes rather than just software, aiming for scalability, automation, and cost efficiency in a competitive financial services market.
SEI (SEIC) Appoints Matt Provencher As It Expands AI And Enterprise Services
SEI Investments (SEIC) has appointed Matt Provencher as Global Head of Enterprise Professional Services as part of a strategic expansion into AI and enterprise services. The company is developing new platforms, AI tools, and automation initiatives to enhance client services and strengthen the link between its technology and core offerings. This move indicates SEI's focus on integrating AI and data across its operations to deliver comprehensive solutions, though it also raises considerations for investors regarding potential operating costs and competitive differentiation.
SEI Investments Co (SEIC) Earnings Forecast: Future EPS & Revenue Growth Estimates
SEI Investments Co (SEIC) has an earnings forecast score of 7.67, ranking 42nd in its industry, with an average analyst price target of $104.00. Based on 6 analysts, there is a strong "Buy" trend for SEIC stock. The expected revenue for the next quarter is $629.14 million, and the expected EPS is $1.41.
