Why Is SEI (SEIC) Up 11.2% Since Last Earnings Report?
SEI Investments (SEIC) shares have risen 11.2% since its last earnings report, outperforming the S&P 500. The company beat Q2 2026 earnings expectations with a 38.3% increase in adjusted EPS and a 14.7% rise in revenues, driven by higher AUM despite increased expenses. Estimates for SEIC have been trending upward, and the stock currently holds a Zacks Rank #3 (Hold).
SEI Investments Company (NASDAQ:SEIC) Given Average Rating of "Buy" by Analysts
SEI Investments Company (NASDAQ:SEIC) has received an average "Buy" rating from seven analysts, with an average 12-month price target of $122.60. The company recently reported strong quarterly results, exceeding earnings expectations with $1.66 per share and a 14.7% year-over-year revenue increase to $641.62 million. Shares have shown significant strength, trading near their 12-month high with positive moving averages.
Stratos Onboards $400 Million Firm RPI Financial Life Planners
Stratos Wealth Enterprises has partnered with RPI Financial Life Planners, adding approximately $400 million in assets and expanding Stratos' presence in the Midwest. RPI will maintain its brand and team while gaining access to Stratos' operational infrastructure and growth support. This partnership is Stratos' 12th since SEI's strategic investment in 2025, continuing its strategy of collaborating with established advisory practices.
SEI Investments (SEIC) Launches New ETF As Valuation Narrative Points To More Room
SEI Investments (SEIC) has launched a new ETF, the SEI Ang Research Enhanced U.S. Large Cap ETF, to address concentration risk in large-cap equities. Despite recent share price momentum, the company is still considered 7.7% undervalued, trading at $106.92 against a fair value of $115.86, according to analyst-style cash flow analysis. The valuation narrative is supported by projected revenue growth, resilient margins, and investment in modern technology, though risks like heavy technology spending and competition are present.
SEI Investments (SEIC) Launches New ETF As Valuation Narrative Points To More Room
SEI Investments (SEIC) has launched the SEI Ang Research Enhanced U.S. Large Cap ETF to address concentration risk in large cap equities, leading to positive share price momentum. The stock is currently trading at $106.92, with a narrative fair value estimate of $115.86, suggesting it is 7.7% undervalued. This valuation is supported by projected revenue growth and resilient margins, though risks like technology spending and competition exist.
Q2 Earnings Outperformers: SEI Investments (NASDAQ:SEIC) And The Rest Of The Custody Bank Stocks
This article reviews the Q2 earnings performance of custody bank stocks, highlighting SEI Investments (NASDAQ:SEIC) as an outperformer with significant revenue growth and a stock price increase. It also covers Hamilton Lane (NASDAQ:HLNE) as the best performer for beating analyst estimates, StepStone Group (NASDAQ:STEP) as the weakest, and satisfactory results from Ameriprise Financial (NYSE:AMP) and Affiliated Managers Group (NYSE:AMG). The piece notes that custody banks as a group reported strong Q2 revenues, exceeding consensus estimates.
Stratos Wealth adds $400M with RPI Financial Life Planners
Stratos Wealth Enterprises has partnered with RPI Financial Life Planners, adding $400 million in assets under management. This marks Stratos' 12th acquisition since SEI's investment in 2025, following 11 acquisitions worth $4.8 billion in 2025. RPI Financial will retain its brand and team, benefiting from Stratos' operational and growth resources while deepening Stratos' footprint in the Midwest.
JLB & Associates Inc. Invests $22.94 Million in SEI Investments Company $SEIC
JLB & Associates Inc. has invested $22.94 million in SEI Investments Company (NASDAQ:SEIC), acquiring 261,576 shares and making it their ninth-largest holding. Institutional investors collectively own 70.59% of SEIC. Analysts maintain a bullish outlook on the stock, with several firms raising price targets, leading to a consensus "Buy" rating and an average target of $122.60. SEI Investments also surpassed Q2 earnings expectations, reporting $1.66 EPS and $641.62 million in revenue, a 14.7% year-over-year increase.
Oxbow Advisors LLC Purchases Shares of 42,099 SEI Investments Company $SEIC
Oxbow Advisors LLC recently acquired 42,099 shares of SEI Investments Company, valued at approximately $3.7 million, contributing to institutional investors and hedge funds now owning 70.59% of the company. Despite recent insider selling, analysts maintain a bullish outlook with an average "Buy" rating and a target price of $122.60. SEI Investments exceeded quarterly earnings estimates with $1.66 per share and saw revenue increase by 14.7% year-over-year.
Sei Investments Co. Has $101,000 Stock Holdings in Coursera, Inc. $COUR
Sei Investments Co. significantly reduced its stake in Coursera by 92.9% in the first quarter, now holding 17,417 shares valued at $101,000. Despite this, institutional investors collectively own 89.55% of Coursera, which reported strong quarterly revenue and earnings, surpassing analyst estimates. Coursera also authorized a substantial $500 million share buyback program.
Sei Investments Company stock hits all-time high at 107.07 USD By Investing.com
SEI Investments Company (SEIC) stock reached an all-time high of $107.07, demonstrating significant growth with a 20.89% increase over the past year and a nearly 31% return in the last six months. The company maintains a strong financial standing, trading near its Fair Value and having consistently paid dividends for 39 years. Recent Q2 2026 results surpassed Wall Street expectations with robust revenue and adjusted earnings growth across most business areas.
Sei Investments Company stock hits all-time high at 107.07 USD By Investing.com
SEI Investments Company (SEIC) stock reached an all-time high of $107.07, demonstrating strong investor confidence with a 20.89% increase over the past year. The company's recent Q2 2026 results surpassed Wall Street expectations, with significant growth in revenue and adjusted earnings per share. SEIC has also maintained dividend payments for 39 consecutive years, underscoring its financial stability and growth trajectory.
HBK Sorce Advisory LLC Buys New Shares in SEI Investments Company $SEIC
HBK Sorce Advisory LLC acquired 51,793 new shares of SEI Investments Company (NASDAQ:SEIC) in the second quarter, valued at approximately $5.43 million. This comes as institutional investors now hold 70.59% of the company's stock. SEI Investments reported strong Q2 earnings, beating analyst estimates with an EPS of $1.66 and a 14.7% year-over-year revenue increase.
Sei Investments Co. Sells 98,315 Shares of Intuitive Machines, Inc. $LUNR
Sei Investments Co. significantly reduced its stake in Intuitive Machines (LUNR) by 86.9% in the first quarter, selling 98,315 shares and retaining 14,809 shares. Despite a record $1.8 billion backlog, Intuitive Machines missed second-quarter revenue and EPS expectations, leading to several analyst price target reductions though ratings remain generally positive. Insider selling, including a notable transaction by Director Kamal Seyed Ghaffarian, also marked the period.
Sei Investments Co. Has $455,000 Stock Holdings in Universal Insurance Holdings Inc $UVE
Sei Investments Co. significantly reduced its stake in Universal Insurance Holdings Inc. (UVE) by 68% in the first quarter, now holding 13,314 shares valued at $455,000. Despite this, institutional investors still own 66.61% of UVE, and company insiders, including Chairman Sean P. Downes, retain 15% of the stock. Analysts generally maintain a "Hold" rating on UVE with a $45 price target, while the company recently exceeded EPS estimates and pays a quarterly dividend.
SEI takes new $687K stake in vape maker RLX as earnings miss
SEI Investments Co. has acquired a new stake of $687,000 in RLX Technology Inc. (NYSE:RLX), a China-based vape maker, despite the latter missing its Q1 earnings and revenue expectations. Other institutional investors like Canada Pension Plan Investment Board and JPMorgan Chase & Co. have also increased their holdings in RLX. The increased institutional interest alongside soft financial results highlights the uncertainty surrounding China's regulated vaping market.
Sei Investments Co. Makes New Investment in Biodesix, Inc. $BDSX
Sei Investments Co. has initiated a new investment in Biodesix, Inc. (NASDAQ:BDSX), acquiring 43,024 shares valued at approximately $624,000, representing 0.43% of the company. Other institutional investors have also adjusted their holdings, contributing to a total institutional ownership of 20.96%. Biodesix recently exceeded analyst expectations for quarterly revenue and adjusted EPS, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $31.33.
SEI Investments (NASDAQ: SEIC) reports $113.3B in equity positions in latest 13F
SEI Investments (NASDAQ: SEIC) has filed its latest Form 13F-HR, disclosing $113.3 billion in discretionary equity holdings. This filing is a "Combination Report," indicating that while some holdings are reported directly by SEI, others are reported through its subsidiaries and sub-advisers, including SEI Investments Management Corporation and SEI Trust Company. The report details 6,177 line-item holdings and outlines SEI's "manager of managers" structure.
Loomis, Sayles & Co. (SEIC) reports 8.46M SEI Investments shares on 13G/A
Loomis, Sayles & Co., L.P. has filed a Schedule 13G/A, reporting beneficial ownership of 8,462,120.64 shares of SEI Investments Co (SEIC) common stock, which represents 7.04% of the class. The firm holds sole voting power over 6,989,367 shares, with economic rights to dividends and sale proceeds belonging to its clients, none of whom individually exceed a 5% interest. This filing updates their previous disclosures regarding their stake in SEIC.
Aehr Test Systems $AEHR Shares Sold by Sei Investments Co.
Sei Investments Co. reduced its stake in Aehr Test Systems (NASDAQ:AEHR) by 27.6% in the first quarter, selling 8,812 shares but retaining 23,109 shares valued at $857,000. Despite this, institutional investors and hedge funds still own a significant 69.69% of AEHR. The company has a consensus "Buy" rating and an average price target of $136.67, though recent insider sales totaling $11 million could add selling pressure to the stock.
Sei Investments Co. Makes New Investment in Aclaris Therapeutics, Inc. $ACRS
Sei Investments Co. has initiated a new position in Aclaris Therapeutics, acquiring 217,154 shares valued at $814,000, representing 0.16% of the company. Institutional investors now collectively own 98.34% of Aclaris, which reported a narrower-than-expected quarterly loss and exceeded revenue estimates. Despite remaining unprofitable, analysts generally maintain a "Buy" rating with an average price target of $11.50, significantly higher than its opening price of $5.86.
Will SEI’s Quant, Private Markets and AI Push Reshape SEI Investments' (SEIC) Narrative?
SEI Investments is strategically integrating quantitative research, private markets access, and AI-enabled advisor support into its platform, as evidenced by its new research-enhanced ETF, expanded collaboration with WTW Investments for defined contribution plans, and a partnership using the Zocks AI assistant. These initiatives aim to reinforce SEI's narrative of combining technology, outsourced infrastructure, and investment products, potentially leading to higher-value, fee-based revenues, though significant upfront spending on technology and talent remains a key concern. Analysts have varied outlooks, with some anticipating AI-driven efficiency and private market outsourcing to be strong margin catalysts, while others are cautious about the impact of upfront costs and slower alternatives growth on near-term profits.
Sei Investments Co. Raises Position in Oruka Therapeutics, Inc. $ORKA
Sei Investments Co. significantly increased its stake in Oruka Therapeutics (NASDAQ:ORKA) by 136% in the first quarter, now owning 22,840 shares valued at $1.12 million. Despite this institutional confidence and a "Moderate Buy" consensus rating from analysts with a $134.30 price target, the company reported a wider-than-expected quarterly loss of $0.55 per share, and insiders have sold a substantial 188,406 shares worth approximately $12 million recently. Oruka Therapeutics is a clinical-stage biopharmaceutical company developing novel peptide-based therapies for oncology.
Sei Investments Co. Takes $940,000 Position in Eastern Company (The) $EML
Sei Investments Co. has acquired a new stake in Eastern Company (NASDAQ:EML), purchasing 46,442 shares valued at approximately $940,000, representing a 0.77% ownership. This move comes despite Eastern Company missing analysts' expectations in its latest quarterly results, with earnings of $0.15 per share and revenue of $61.82 million, falling short of consensus estimates. The company, however, announced a quarterly dividend of $0.11 per share and has seen insider buying activity, with its stock currently rated as a "Hold" by analysts.
Sei Investments Co. Sells 58,092 Shares of STMicroelectronics N.V. $STM
Sei Investments Co. significantly reduced its stake in STMicroelectronics N.V. by 66.5% in the first quarter, selling 58,092 shares and retaining 29,325 shares worth approximately $1.01 million. Despite this, STMicroelectronics exceeded analyst expectations for its quarterly earnings and revenue. The company maintains a "Moderate Buy" consensus rating from analysts, although its stock has seen a recent 1.5% decrease and some price target adjustments.
10x Genomics $TXG Shares Acquired by Sei Investments Co.
Sei Investments Co. significantly increased its stake in 10x Genomics (NASDAQ:TXG) by 113.5% in the first quarter, now holding 44,679 shares valued at $949,000. Institutional investors collectively own 84.68% of TXG. Despite beating analyst estimates for its recent quarterly revenue and EPS, 10x Genomics experienced a 12.7% year-over-year revenue decline and remains unprofitable, leading to a mixed "Hold" consensus among analysts with an average price target of $38.31.
Will SEI’s Quant, Private Markets and AI Push Reshape SEI Investments' (SEIC) Narrative?
SEI Investments is strategically integrating quantitative research, private markets access, and AI-enabled advisor support through new initiatives like the SEI Ang Research Enhanced U.S. Large Cap ETF and an expanded collaboration with WTW Investments. These moves aim to reinforce SEI's narrative of combining technology with investment products, particularly focusing on higher-value retirement and private market solutions. However, the article highlights a tension between these growth investments and potential short-term pressures on margins due to upfront spending.
Zocks AI Tool Turns Advisor Conversations Into Structured Data
SEI (NASDAQ: SEIC) has partnered with Zocks, an AI assistant platform for financial advisors, to enhance its advisor services ecosystem. This collaboration aims to automate various advisor workflows, including meeting preparation, client follow-up, and CRM updates, thereby reducing administrative burdens and strengthening client engagement. Both companies will also focus on educating advisors and providing resources for the purposeful implementation of AI in financial practices.
Sei Investments Co. Has $1.34 Million Stock Position in Cipher Mining Inc. $CIFR
Sei Investments Co. significantly increased its stake in Cipher Mining Inc. by 174.4% in Q1, now holding 104,260 shares valued at $1.34 million. Despite the company missing its quarterly earnings and revenue estimates and recent insider stock sales totaling $81.7 million, analysts maintain a "Moderate Buy" consensus rating for Cipher Mining. Institutional investors collectively own 12.26% of the company's stock.
Sei Investments Co. Purchases 59,171 Shares of Envela Corporation $ELA
Sei Investments Co. has significantly increased its stake in Envela Corporation, doubling its position by purchasing an additional 59,171 shares to own a total of 118,342 shares valued at approximately $1.97 million. Despite some analyst adjustments to price targets, the overall sentiment remains a "Moderate Buy" for Envela, which recently surpassed its quarterly earnings expectations.
Sei Investments Co. Has $2 Million Stock Holdings in Liberty Global Ltd $LBTYK
Sei Investments Co. significantly increased its stake in Liberty Global Ltd (NASDAQ:LBTYK) by 141.5% in the first quarter, now holding 170,952 shares valued at $2.0 million. Despite this, analyst sentiment remains negative with an average "Sell" rating, and the company reported a larger-than-expected loss per share and missed revenue estimates in its latest quarterly earnings. Institutional investors collectively own 46.1% of the company, while a director recently sold a substantial portion of their holdings.
Sei Investments Co. Increases Stake in The Simply Good Foods Company $SMPL
Sei Investments Co. significantly increased its stake in The Simply Good Foods Company (NASDAQ:SMPL) by 1,049.1% in the first quarter, holding 143,874 shares valued at approximately $2.1 million. Despite this, analyst sentiment remains cautious with a consensus "Hold" rating and a target price of $15.20. The company recently reported better-than-expected Q1 EPS of $0.42, though revenue declined by 6.3% year-over-year.
Sei Investments Co. Raises Stake in Graham Holdings Company $GHC
Sei Investments Co. significantly increased its stake in Graham Holdings Company (NYSE:GHC) by 114.4% in the first quarter, now owning 1,930 shares valued at approximately $2.04 million. Institutional investors and hedge funds collectively hold 93.16% of the company's stock. Graham Holdings reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and the company maintains an average "Strong Buy" rating from analysts.
Sei Investments Co. Raises Stock Holdings in Lindsay Corporation $LNN
Sei Investments Co. significantly increased its stake in Lindsay Corporation (NYSE:LNN) by 161.9% in the first quarter, now holding 16,948 shares valued at $2.02 million. This move is part of broader institutional investor interest, with these entities collectively owning 89.94% of the stock. Lindsay Corporation recently surpassed earnings estimates with an EPS of $1.53 and announced a dividend increase to $0.38 per share, while analysts maintain a "Hold" rating with an average target price of $113.
Sei Investments Co. Acquires 94,148 Shares of Neogen Corporation $NEOG
Sei Investments Co. increased its stake in Neogen Corporation by 69.1% in the first quarter, purchasing an additional 94,148 shares to own a total of 230,403 shares valued at approximately $2.14 million. Other institutional investors like AQR Capital Management LLC and Goldman Sachs Group Inc. also modified their holdings. Analyst sentiment for Neogen is mixed with a consensus "Hold" rating, while the company's recent quarterly results surpassed revenue and EPS expectations.
Sei Investments Co. Grows Stock Holdings in Gray Media Inc. $GTN
Sei Investments Co. significantly increased its stake in Gray Media Inc. by 137.4% during the first quarter, bringing its total holdings to 461,674 shares valued at approximately $2 million. This move comes as Gray Media exceeded second-quarter earnings and revenue expectations and maintained its quarterly dividend. Despite these positive results, Gray Media faces financial challenges, including a high debt-to-equity ratio and negative net margin.
Sei Investments Co. Takes $2.58 Million Position in eToro Group Ltd. $ETOR
Sei Investments Co. has acquired a new position in eToro Group Ltd. (NASDAQ:ETOR) worth approximately $2.58 million, representing 0.10% of the company. Other institutional investors have also adjusted their holdings, while analysts maintain a "Moderate Buy" rating with an average price target of $55.80. Despite a 35% year-over-year revenue decline, eToro beat earnings estimates, reporting $0.91 per share against a $0.70 estimate.
Sei Investments Co. Acquires 370,260 Shares of E.W. Scripps Company (The) $SSP
Sei Investments Co. significantly increased its stake in E.W. Scripps Company, acquiring an additional 370,260 shares, bringing its total to 582,224 shares valued at $2.17 million. This comes as E.W. Scripps reported a narrower-than-expected Q2 loss but missed revenue estimates, prompting the company to target $100 million in cost savings, including workforce reductions and a focus on AI and streaming initiatives. Despite a consensus "Hold" rating from analysts with a $5.95 target price, insiders have sold a substantial number of shares in the past 90 days.
SEI Investments Company (SEIC) Stock Forecasts
Argus has raised its target price for SEI Investments Company (SEIC) to $115.00, with the current price standing at $104.70. SEIC provides investment processing, management, and operations services across four key segments: private banks, investment advisors, institutional investors, and investment managers. The report includes a summary of SEIC's business and suggests upgrading for premium research and trade insights.
SEI Investments Co (SEIC) discloses 4M-share, 30.42% holding in Core University Living REIT
SEI Investments Co. (SEIC) has disclosed a significant 30.42% ownership stake in Core University Living Real Estate Income Trust, totaling 4,000,000 shares of common stock. These shares are held by SEI Core Property Fund, L.P., and SEI Investments Management Corporation (SIMC), a subsidiary of SEIC, has sole voting and dispositive power over them. SEIC itself disclaims direct investment discretion over these securities.
Assured Guaranty Ltd. $AGO Shares Acquired by Sei Investments Co.
Sei Investments Co. significantly increased its stake in Assured Guaranty Ltd. by 55% in the first quarter, bringing its total holdings to 40,487 shares valued at $3.3 million. Despite this institutional interest, AGO shares were trading down 8.7% at $75.42, near their 12-month low, following an earnings miss and lower-than-expected revenue. The company declared a quarterly dividend of $0.38 per share, but analyst sentiment remains mixed with a consensus "Hold" rating.
Sei Investments Co. Makes New Investment in GigaCloud Technology Inc. $GCT
Sei Investments Co. has initiated a new investment in GigaCloud Technology Inc. (NASDAQ:GCT) by purchasing 61,402 shares valued at approximately $2.8 million in the first quarter, representing 0.17% of the company. Other institutional investors have also increased their holdings, bringing total institutional ownership to 34.94%. Despite some analyst downgrades to "Hold," GigaCloud reported strong Q2 results, beating revenue and EPS estimates, and authorized a new $120 million share-repurchase program, signaling management confidence.
SEI Investments Company Revenue Breakdown – LSX:867474
This article provides a revenue breakdown for SEI Investments Company (LSX:867474), detailing its top-performing segment and primary geographic contribution. Last year, the company generated 1.96 B EUR, with the Investment Managers segment contributing 693.91 M EUR. The United States was the largest regional contributor, accounting for 1.67 B EUR of the total revenue.
Sei Investments Co. Sells 15,943 Shares of International Seaways Inc. $INSW
Sei Investments Co. reduced its stake in International Seaways Inc. by 29.6% in the first quarter, selling 15,943 shares and retaining 37,958 shares valued at approximately $2.77 million. Despite this, institutional investors collectively own 67.29% of the company, and International Seaways reported strong earnings, beating consensus estimates. Analysts maintain a positive outlook with a "Buy" rating and an average target price of $86.00, with some setting targets as high as $100.00.
Sei Investments Co. Boosts Stake in Horace Mann Educators Corporation $HMN
Sei Investments Co. significantly increased its stake in Horace Mann Educators Corporation (HMN) by 96.1% in the first quarter, now holding 77,532 shares valued at approximately $3.3 million. This increase contributes to the 99.28% institutional ownership of HMN. The company recently reported strong quarterly earnings of $1.17 per share, beating estimates, and revenue of $443.5 million, alongside maintaining its fiscal 2026 EPS guidance and declaring a quarterly dividend.
Sei Investments Co. Purchases 47,626 Shares of La-Z-Boy Incorporated $LZB
Sei Investments Co. increased its holdings in La-Z-Boy Incorporated (NYSE:LZB) by 69.5% during the first quarter, purchasing an additional 47,626 shares and bringing its total ownership to 116,124 shares valued at $3,732,000. Other institutional investors also adjusted their stakes in La-Z-Boy, which currently has a "Moderate Buy" rating from analysts with an average price target of $39.00. Recent insider selling by SVP Michael Adam Leggett and CEO Melinda D. Whittington was also noted, alongside the company's financial performance including beating quarterly earnings estimates.
StepStone Group Inc. $STEP Stock Holdings Increased by Sei Investments Co.
Sei Investments Co. increased its stake in StepStone Group Inc. (NASDAQ:STEP) by 50.1% during the first quarter, now owning 83,219 shares valued at $3.97 million. Other institutional investors also adjusted their positions, and insider transactions included a sale by COO Jose A. Fernandez and a significant purchase by insider Michael I. Mccabe. The article also covers recent analyst ratings, financial performance, and dividend information for StepStone Group.
Sei Investments Co. Increases Holdings in Liberty Global Ltd $LBTYA
Sei Investments Co. significantly increased its stake in Liberty Global Ltd (NASDAQ:LBTYA) by 167.7% in the first quarter, now owning 284,718 shares valued at $3,442,000. Other institutional investors like UBS Group AG and ACR Alpine Capital Research LLC also adjusted their positions in the company. Analyst ratings for Liberty Global are currently mixed, with a consensus "Hold" rating and a target price of $14.30.
SEI Investments (SEIC) executive exits 30,000 shares after exercising stock options
Philip McCabe, EVP and Head of SEI's Investment Managers business, exercised stock options to acquire 30,000 shares of SEI Investments common stock at $49.63 per share on August 4-5, 2026. He subsequently sold all 30,000 shares at weighted average prices around $105 per share. The transactions resulted in an approximate pre-tax spread of $1.66 million, and he still holds 2,738.9939 shares indirectly through an Employee Stock Purchase Plan.
How Investors Are Reacting To SEI Investments (SEIC) Expanding 401(k) Access To Private Markets
Simply Wall St reports on SEI Investments' expanded partnership with WTW Investments to offer private market solutions for U.S. 401(k) and defined contribution plans. This move aims to reinforce SEI's role in high-value retirement solutions, potentially addressing concerns about operating leverage and fee pressure. The article also notes recent Q2 results showing higher revenue but softer profitability, suggesting investors will watch how increased technology and private markets investments impact future earnings and analyst outlooks.
