Piper Sandler reiterates SEI Investments stock rating on AI concerns By Investing.com
Piper Sandler has reiterated an Overweight rating and a $106.00 price target for SEI Investments (NASDAQ:SEIC), citing concerns about AI displacement as an overreaction to the stock's recent decline. The firm believes SEI is less susceptible to software disruption due to its focus on highly regulated industries and revenue model based on assets under management rather than licenses. This outlook comes after the company reported strong fourth-quarter 2025 earnings and received a "Buy" rating from UBS.
Piper Sandler reiterates SEI Investments stock rating on AI concerns By Investing.com
Piper Sandler has reiterated an Overweight rating and a $106.00 price target for SEI Investments (NASDAQ:SEIC), citing an overreaction to AI displacement concerns following a nearly 10% stock decline since February 2nd. The firm believes SEI Investments is resilient to software disruption due to its business model in highly regulated industries and revenue generation from assets under management. This perspective is supported by accelerating sales momentum and recent positive financial performance, including surpassing Q4 2025 earnings expectations and a new "Buy" rating from UBS.
SEI Investments Company (SEIC) Focused on AI Integration and Capital Allocation to Create Value
SEI Investments Company (SEIC) is prioritizing AI integration to enhance margins by 25 to 50 basis points and is focusing its IMS segment more on alternative investments. The company also plans aggressive share buy-backs and aims to return up to 100% of free cash flow to shareholders. UBS initiated coverage with a Buy rating, citing SEIC's strong position in the growing alternative asset management industry.
SEI Investments Company (SEIC) Focused on AI Integration and Capital Allocation to Create Value
SEI Investments Company (NASDAQ: SEIC) is prioritizing AI integration and strategic capital allocation to boost value. The company aims to improve margins by 25-50 basis points through automation and AI, and its IMS segment is shifting 70% of its focus to alternative investments. Additionally, SEIC plans aggressive share buybacks and intends to return up to 100% of free cash flow to shareholders, positioning itself to benefit from growth in the alternative asset management industry.
1 Financials Stock on Our Buy List and 2 We Question
This article analyzes the financials sector, which has underperformed the S&P 500, to identify promising investment opportunities and stocks to avoid. It recommends SEI Investments (SEIC) as a buy due to its strong revenue growth, EPS growth driven by buybacks, and high return on equity. Conversely, it advises caution on Northern Trust (NTRS) and Artisan Partners (APAM) due to their comparatively slower revenue and earnings growth.
Zacks Industry Outlook Highlights Ameriprise, SEI Investments and Federated Hermes
The Zacks Investment Management industry faces challenges from rising technology costs, increased AI expenses, and a shift towards low-cost passive products, which are compressing fees and intensifying competition. Despite these hurdles, steady inflows are supporting growth in assets under management (AUM). The article highlights Ameriprise Financial (AMP), SEI Investments Co. (SEIC), and Federated Hermes, Inc. (FHI) as well-positioned firms due to product innovation and expanding client demand.
SEI Investments Company (SEIC) Focused on AI Integration and Capital Allocation to Create Value
SEI Investments Company (SEIC) is prioritizing AI integration and strategic capital allocation to boost value, aiming for a 25 to 50 basis point margin increase through automation. The company plans aggressive share buy-backs and returning up to 100% of free cash flow to shareholders. UBS initiated coverage with a Buy rating and a $115 price target, highlighting SEIC's strong position in the alternative asset management industry.
Avantos Holdings, Inc. announced that it has received $25 million in funding from The Vanguard Group, Inc., SEI Investments Company, Guardian Investor Services LLC, Bessemer Venture Partners
Avantos Holdings, Inc. has successfully raised $25 million in a funding round, primarily led by new investor Bessemer Venture Partners. The investment also saw participation from The Vanguard Group, Inc., SEI Investments Company, and Guardian Investor Services LLC. This latest infusion of capital brings Avantos Holdings' total funding to date to $35 million.
Crestwood Advisors Group LLC Has $4.14 Million Stock Holdings in SEI Investments Company $SEIC
Crestwood Advisors Group LLC significantly reduced its stake in SEI Investments Company by 75.7% in Q3, selling 152,396 shares and retaining 48,797 shares valued at $4.14 million. This reduction comes amid recent insider selling by CEO Ryan Hicke and Chairman Alfred West, who sold shares worth $6.99 million and $2 million, respectively. Despite SEI missing EPS estimates but beating revenue, its board authorized a $650 million share buyback, and analysts maintain a "Moderate Buy" rating with a $110.17 consensus price target.
William Blair Maintains SEI Investments(SEIC.US) With Hold Rating
William Blair analyst Jeff Schmitt has maintained a Hold rating on SEI Investments (SEIC.US). According to TipRanks, the analyst has a 69.0% success rate and an average return of 8.3% over the past year. TipRanks provides analysis data from financial analysts, calculating average returns and success rates for their recommendations, with success determined by positive returns in a virtual portfolio.
SEI Strengthens Leadership Team to Support Growth in Investment Managers Business
SEI has announced strategic appointments to its leadership team within the Investment Managers business. These changes aim to support the company's growth as it expands its market reach and enhances client focus across various investment management sectors, including traditional, alternative, and wealth.
Illinois Municipal Retirement Fund Has $5.94 Million Stock Holdings in SEI Investments Company $SEIC
The Illinois Municipal Retirement Fund increased its stake in SEI Investments (NASDAQ:SEIC) by 49% in Q3, now holding 69,971 shares valued at $5.94 million. SEI Investments recently authorized a $650 million share buyback and paid a $0.52 dividend. Despite missing EPS estimates, the company surpassed revenue expectations, leading analysts to rate the stock as a "Moderate Buy" with a consensus target price of $110.17.
SEI Investments Touts “Three A’s” Strategy at UBS Conference as Alternatives Pipeline Hits Record
SEI Investments (NASDAQ: SEIC) highlighted its "three A's" strategy – administration, asset management, and advice – at a UBS conference, driven by record alternatives pipeline and recent acquisition of Stratos. CFO Sean Denham discussed the shift in Investment Managers Services towards alternatives, strong outsourcing demand, and planned launch of 7-8 new ETFs in 2026. The company is also focusing on professional services growth in private banking and exploring AI for efficiency, while maintaining a conservative capital allocation strategy.
Responsive Playbooks and the SEIC Inflection
This article analyzes Sei Investments Company (NASDAQ: SEIC) using AI-generated signals. It highlights weak near-term sentiment but an exceptional risk-reward setup targeting an 8.9% gain. The piece outlines three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) and provides multi-timeframe signal analysis for SEIC.
Is It Time To Revisit SEI Investments (SEIC) After Recent Share Price Weakness?
SEI Investments (SEIC) has experienced recent share price weakness, with declines over the past week, month, and year-to-date, despite longer-term positive returns. Two valuation approaches, the Excess Returns model and Price vs Earnings, both suggest that SEIC is currently undervalued, with estimated discounts of 40.9% and a modest undervaluation, respectively. The article also introduces "Narratives"—bullish and bearish case scenarios—to help investors understand how different assumptions can impact the perceived fair value of the stock.
ProShare Advisors LLC Sells 62,533 Shares of SEI Investments Company $SEIC
ProShare Advisors LLC reduced its stake in SEI Investments Company (NASDAQ:SEIC) by 13.8% in Q3, selling 62,533 shares and retaining 389,621 shares valued at $33.06 million, representing approximately 0.32% of the company. ProShare Advisors LLC is one of several institutional investors that recently adjusted their positions in SEIC, with institutional ownership totaling 70.59%. The company also announced a $650 million share repurchase program and a dividend of $0.52 per share, while insiders CEO Ryan Hicke and Chairman Alfred West Jr. also sold significant shares.
SEI Investments at UBS Conference: Strategic Moves and AI Focus By Investing.com
SEI Investments presented its strategic outlook at the UBS Financial Services Conference 2026, focusing on AI integration, disciplined capital allocation, and opportunities within its IMS, Private Banking, and Asset Management segments. The company aims for annual margin improvements of 25-50 basis points through automation and AI, while vigorously pursuing share buybacks and strategic acquisitions like Stratos to enhance its advice capabilities. New leadership and initiatives are driving growth and efficiency across the business lines.
SEIC: Strong growth, tech investment, and Stratos integration drive optimism for future margins
SEI Investments Company (SEIC) is focusing on solidifying its market position through its strengths in fund administration, asset management, and advice, boosted by the recent Stratos acquisition. Significant investments in technology, AI, and automation are anticipated to improve margins. The company's capital allocation strategy prioritizes shareholder returns and targeted tuck-in acquisitions for continued growth.
Stronger Earnings and Completed Buyback Could Be A Game Changer For SEI Investments (SEIC)
SEI Investments (SEIC) recently reported stronger fourth-quarter and full-year 2025 results, with increased revenue and net income, alongside the completion of a significant multi-year share buyback program. Despite these positive financial indicators, the stock price has seen minimal movement, suggesting the market has not fully re-rated the company. The article emphasizes that while buybacks support per-share metrics, client asset flows and platform wins remain key near-term catalysts, and investors should also consider governance risks and the stock potentially being overvalued.
SEI Heads to UBS Conference as Investors Eye Strategy and $1.9T Platform
SEI (Nasdaq: SEIC) announced its participation in the upcoming UBS Financial Services Conference, where its CFO and COO, Sean Denham, will present the company's strategy and performance. Investors are keen to understand SEI's role in financial technology, operations, and asset management, especially given its significant $1.9 trillion in assets managed, advised, or administered as of December 31, 2025. The conference provides a platform for SEI to highlight its position in meeting the evolving demands for integrated technology and investment solutions.
Alps Advisors Inc. Sells 40,073 Shares of SEI Investments Company $SEIC
Alps Advisors Inc. reduced its stake in SEI Investments Company by 14.5%, selling 40,073 shares, though it still holds 236,376 shares valued at $20.06 million. This happens as SEI Investments announces a $650 million share buyback, indicating management might view the stock as undervalued. Meanwhile, significant insider selling has occurred, with the CEO and chairman divesting shares, although insiders collectively still own 14.3% of the company.
Stronger Earnings and Completed Buyback Could Be A Game Changer For SEI Investments (SEIC)
SEI Investments reported stronger than expected fourth-quarter and full-year 2025 results, with increased revenue and net income, alongside completing a significant multi-year share buyback program. While these factors reinforce the company's earnings power, the market's tepid reaction suggests the news alone hasn't led to a material re-rating of the stock. Investors are encouraged to consider diverse fair value estimates and governance risks when evaluating SEI Investments.
SEI Investments Company $SEIC Shares Acquired by BI Asset Management Fondsmaeglerselskab A S
BI Asset Management Fondsmaeglerselskab A S significantly increased its stake in SEI Investments Company (NASDAQ:SEIC) by 3,554.3% during the third quarter, acquiring 26,302 additional shares to hold a total of 27,042 shares valued at approximately $2.295 million. SEI Investments also reported strong financial results, beating quarterly EPS and revenue estimates, achieving a 30.26% return on equity and a 31.14% net margin. The company authorized a $650 million share buyback program and declared a dividend of $0.52 per share, while insiders including the CEO and Chairman pared back some of their holdings.
Allianz Asset Management GmbH Acquires 30,411 Shares of SEI Investments Company $SEIC
Allianz Asset Management GmbH has increased its stake in SEI Investments Company by acquiring an additional 30,411 shares, bringing its total holdings to 174,266 shares valued at approximately $14.8 million. This acquisition represents a 21.1% increase in their position. Concurrently, SEI Investments recorded strong quarterly earnings, beating analyst expectations, and authorized a $650 million share buyback program, while some company insiders, including CEO Ryan Hicke and Chairman Alfred P. West Jr., sold shares.
SEI Investments (NASDAQ:SEIC) Upgraded at UBS Group
UBS Group has upgraded SEI Investments (NASDAQ:SEIC) to a "strong-buy" rating. This upgrade comes amidst other analysts providing "outperform" and "overweight" ratings, resulting in a consensus "Moderate Buy" rating with a target price of $110.17. The company recently reported strong quarterly earnings, beating estimates, and has authorized a $650 million stock repurchase plan.
SEI Investments Company $SEIC Shares Acquired by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC significantly increased its stake in SEI Investments (NASDAQ:SEIC), acquiring an additional 49,676 shares, bringing their total to 63,902 shares valued at approximately $5.42 million. This increase in institutional ownership comes as SEI Investments announced a $650 million share buyback program and reported strong Q3 earnings, surpassing analyst expectations with $1.38 EPS and $607.9 million in revenue. Analysts have largely rated the stock as a "Moderate Buy" with an average price target of $110.17.
SEI Caps Strong 2025 With Profit Jump and Margin Gains Across Core Businesses
SEI Investments Company reported a strong close to 2025, with double-digit growth in earnings and operating income, driven by broad-based momentum across its integrated business platform. The financial services firm saw diluted earnings per share rise 16% in Q4 and 28% for the full year, with revenue increasing across investment managers, private banks, investment advisors, and institutional investors. SEI also expanded its presence in the advice market through the acquisition of Stratos Wealth Holdings and returned capital to shareholders via share buybacks.
A Look At SEI Investments (SEIC) Valuation After Record Earnings Beat And Ongoing Buybacks
SEI Investments (SEIC) reported record Q4 2025 earnings, leading to renewed investor interest, but the stock price has seen a recent decline. While analysts generally suggest the stock is undervalued with a fair value around US$98.83, a discounted cash flow model suggests it might be overvalued at US$71.49, prompting a debate on its true valuation. The article encourages investors to conduct their own research and consider various financial indicators and risks.
Wall Street Meets Quant Models as New Investment Trusts Target U.S. Retirement Plans
Mackenzie Investments is expanding its U.S. institutional presence by launching four new collective investment trusts (CITs) in partnership with SEI Trust Company, designed for defined contribution and benefit plans. These trusts offer access to Mackenzie’s quantitative equity strategies, providing lower-cost and flexible retirement investment options. The initiative addresses a growing demand among plan sponsors for CITs, which offer fee benefits and structural flexibility compared to traditional mutual funds, leveraging SEI’s operational and fiduciary expertise.
SEI Investments initiated with a Buy at UBS
UBS has initiated coverage of SEI Investments (SEIC) with a Buy rating and a $115 price target, citing the company's strong position in the growing alternative asset management industry. The firm highlights SEI's new management team and enhanced go-to-market strategy as key drivers for higher margins and benefiting from secular tailwinds. This positive outlook follows recent reports of SEI's Q4 EPS exceeding consensus and a raised price target from Piper Sandler.
A Look At SEI Investments (SEIC) Valuation After Record Earnings Beat And Ongoing Buybacks
SEI Investments (SEIC) reported record Q4 2025 earnings, leading to renewed investor interest, though short-term stock performance suggests consolidation. Analysts have a consensus price target of $99.33, indicating the stock may be undervalued at its current price of $84.13. However, a discounted cash flow model suggests the stock could be overvalued, highlighting different valuation perspectives for investors to consider.
5 Must-Read Analyst Questions From SEI Investments's Q4 Earnings Call
SEI Investments reported strong Q4 results, exceeding revenue and GAAP earnings estimates, driven by private banking and investment management services. The article highlights key analyst questions from the earnings call, covering topics such as new client relationships, private banking margins, workforce reductions' impact on expenses, the Stratos partnership, and revenue recognition for professional services. StockStory also outlines future catalysts including mandate wins, Stratos integration, and the impact of automation.
Thrivent Financial for Lutherans Acquires 147,938 Shares of SEI Investments Company $SEIC
Thrivent Financial for Lutherans significantly increased its stake in SEI Investments Company (NASDAQ:SEIC), purchasing an additional 147,938 shares in the third quarter, bringing its total holdings to 252,231 shares valued at over $21.4 million. This move comes as SEI Investments reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and announced a new $650 million stock repurchase program. Analysts currently have a "Moderate Buy" consensus rating for SEIC, with an average price target of $110.17.
Earnings call transcript: SEI Investments beats Q4 2025 forecasts, stock jumps By Investing.com
SEI Investments reported strong Q4 2025 earnings, surpassing analyst expectations with an EPS of $1.38 and revenue of $607.93 million, leading to a 4.02% stock increase. The company highlighted its highest-ever quarterly earnings, strategic share repurchases, and a robust cash position with no debt. SEI plans continued investment in product expansion and operational efficiency, aiming for long-term double-digit earnings growth.
UBS initiates SEI Investments stock with Buy rating on alternative asset growth By Investing.com
UBS has initiated coverage on SEI Investments (NASDAQ:SEIC) with a Buy rating and a $115 price target, citing growth in the alternative asset management industry and an improved go-to-market strategy under new management. The firm anticipates 14% medium-term EPS growth for SEI, which they believe is higher than what is currently priced into the shares. This positive outlook follows SEI Investments' Q4 2025 earnings, which surpassed analysts' expectations.
UBS initiates SEI Investments stock with Buy rating on alternative asset growth By Investing.com
UBS has initiated coverage on SEI Investments (NASDAQ:SEIC) with a Buy rating and a $115.00 price target, citing the company's potential for growth in the alternative asset management industry. The investment bank projects 14% medium-term EPS growth for SEI, driven by an enhanced go-to-market strategy and optimized capital allocation by its new management team. This follows SEI Investments' strong Q4 2025 earnings report, which surpassed analyst expectations for both EPS and revenue.
SEI Investments Breaks Below 200-Day Moving Average - Notable for SEIC
SEI Investments Company (SEIC) shares have fallen below their 200-day moving average of $84.79, trading as low as $82.95 per share. The stock is currently down about 5.2% for the day. This movement marks a notable change in the stock's performance trend.
SEI Forms Strategic Partnership and Investment With U.K. Fintech Graphene
SEI (NASDAQ: SEIC) has announced a strategic partnership and investment with UK-based fintech company Graphene, a move aimed at enhancing SEI's client engagement and expanding its technology capabilities for wealth and asset managers. Graphene's platform offers a no-code, API-first solution for digital client experiences, allowing SEI to deliver customized digital solutions more efficiently. This collaboration underscores SEI's commitment to leveraging innovative technology to meet the evolving demands of the financial services industry.
Earnings call transcript: SEI Investments beats Q4 2025 forecasts, stock jumps By Investing.com
SEI Investments reported strong Q4 2025 earnings, surpassing analyst expectations with an EPS of $1.38 and revenue of $607.93 million. This performance led to a 4.02% jump in the stock in after-hours trading. The company highlighted its highest-ever quarterly earnings, strategic share repurchases, and a robust cash position, with a focus on expanding investment management products and operational efficiency for continued growth in 2026.
SEI Investments (SEIC) Surpasses Revenue and Core EPS Estimates in Q4 2025
SEI Investments (SEIC) reported Q4 2025 results that exceeded both Street and Piper Sandler projections for revenue and core earnings per share. Piper Sandler subsequently raised its price target for SEIC to $109 and reiterated an Overweight rating, attributing the strong performance to continued sales momentum. The firm also increased its EPS estimates for SEIC for 2026 and 2027 based on these positive outcomes.
Strs Ohio Reduces Stock Position in SEI Investments Company $SEIC
Strs Ohio significantly reduced its stake in SEI Investments Company by 91.8% in Q3, selling 27,924 shares and retaining 2,487 shares valued at $211,000. Additionally, major insider selling occurred with Chairman Alfred P. West Jr. and CEO Ryan Hicke selling substantial amounts of stock. Despite these reductions, SEI Investments reported strong quarterly earnings, beating analyst estimates, and announced a $650.00 million share repurchase plan and a $0.52 dividend.
SEI Names Dave Langdale Chief Revenue Officer for U.S. Private Banking
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Insider Selling: SEI Investments (NASDAQ:SEIC) CEO Sells 80,000 Shares of Stock
SEI Investments CEO Ryan Hicke sold 80,000 shares of company stock for approximately $6.99 million on January 29, reducing his ownership by over 28%. Despite this insider selling, the company's fundamentals appear strong, with SEI beating quarterly EPS estimates, authorizing a $650 million share buyback, and holding a "Moderate Buy" analyst consensus. Institutional investors also show continued interest in the stock.
Sei investments CEO Hicke sells $7m in shares By Investing.com
Ryan Hicke, CEO of SEI Investments Co (NASDAQ:SEIC), sold 79,990 shares for approximately $6.99 million on January 29, 2026, while also exercising options to acquire 80,000 shares for $4.9 million. This insider activity follows SEI Investments reporting strong Q4 2025 earnings, surpassing analyst expectations with an EPS of $1.38 and revenue of $607.93 million. Piper Sandler consequently raised its price target for SEIC to $109, maintaining an Overweight rating due to improved operating margins.
SEI increases stock share repurchase program by $650M
SEI (SEIC) has increased its existing stock share repurchase program by an additional $650 million. The company currently has approximately $220 million remaining under its existing authorization, bringing the total available for future repurchases to $870 million. This move indicates a continued commitment to returning value to shareholders through buybacks.
The Bull Case For SEI Investments (SEIC) Could Change Following Record Q4 Margins And Earnings Highs
SEI Investments reported strong Q4 2025 results with revenue of US$607.93 million and record net income of US$172.5 million, marking a full year of increased sales and earnings. This performance, driven by margin improvement, private banking wins, and strategic partnerships, strengthens the company's investment narrative. However, softer-than-expected AUM and insider selling present areas for investor consideration.
The Bull Case For SEI Investments (SEIC) Could Change Following Record Q4 Margins And Earnings Highs
SEI Investments reported record Q4 2025 results with revenue of US$607.93 million and net income of US$172.5 million, marking its highest-ever earnings performance due to broad-based margin improvement and strong private banking wins. This performance reinforces SEI's investment narrative, driven by its technology and services across various financial sectors, operating leverage, and strategic partnerships like Stratos and TIFIN Give. However, investors are cautioned about softer-than-expected AUM and ongoing insider selling, which temper the positive outlook despite the stock potentially being overextended by 24%.
The Bull Case For SEI Investments (SEIC) Could Change Following Record Q4 Margins And Earnings Highs
SEI Investments reported record-high Q4 2025 earnings, driven by strong private banking wins, margin improvement, and strategic partnerships. While the company's valuation is subject to various interpretations, the strong financial performance and strategic moves could boost its investment narrative despite some ongoing insider selling. Investors are encouraged to conduct their own research to form a personal investment perspective.
SEI Investments Company (NASDAQ:SEIC) Given Consensus Rating of "Moderate Buy" by Brokerages
SEI Investments Company (NASDAQ:SEIC) has received a "Moderate Buy" consensus rating from eight brokerages, with an average one-year target price of $109.20. This positive sentiment follows exceedances in Q4 earnings and revenue, growth in assets under management, and strategic initiatives such as a dividend payment and a share buyback program. Analyst price targets have recently been raised by several firms, reinforcing Wall Street's optimistic outlook for the company's future performance.
Is It Too Late To Reassess SEI Investments (SEIC) After Strong Multi‑Year Share Price Gains
SEI Investments (SEIC) has shown strong multi-year share price gains, leading to questions about its current valuation. According to Simply Wall St's analysis using an Excess Returns model, the stock appears approximately 24.6% overvalued, with an estimated intrinsic value of $70.49 per share against a market price of $87.85. While its P/E ratio of 15.01x is below the industry average, it's slightly above Simply Wall St's proprietary Fair Ratio of 14.35x, suggesting it may also be slightly expensive on this metric.
