SEI Investments stock gained 0.81 percent after Wells Fargo coverage
SEI Investments (SEIC) stock increased by 0.81% to USD 103.26 after Wells Fargo initiated coverage with an "Overweight" rating and a USD 129 price target. This target suggests a potential upside of over 25% from its current price. Despite a decline in GAAP diluted EPS, the company reported a 15% rise in Q2 2026 revenue, and the broader analyst consensus also remains positive with an average price target of USD 123.67.
SEI Investments (SEIC) Opens In Singapore, Is The 12% Undervaluation Enough?
SEI Investments (SEIC) has opened a new office in Singapore, aiming to expand its Asia-Pacific presence. While the stock has seen a recent 7.21% decline in the past month, it shows positive longer-term momentum with a 23.39% year-to-date return. The company is considered by many to be 12% undervalued, trading at $102.43 against a fair value estimate of $115.86, though its P/E ratio suggests a less generous valuation compared to its industry peers.
SEI’s Push Into Asia Puts a Spotlight on Its Oaks Campus
SEI Investments has opened a new hub in Singapore as part of a strategic plan to double its revenue by 2030 and boost profitability. This expansion into Southeast Asia, chosen over locations like Hong Kong and Australia, will focus on asset servicing, professional services, and distribution of UCITS funds. Despite the global expansion, the company's 90-acre campus in Oaks, Pennsylvania, remains a critical hub, housing a significant portion of its 5,000 employees and its research and development operations.
SEI Investments (NASDAQ:SEIC) Coverage Initiated by Analysts at Wells Fargo & Company
Wells Fargo & Company has initiated coverage on SEI Investments (NASDAQ:SEIC) with an "Overweight" rating and a $129 price target, suggesting a potential upside of 25.94%. This positive sentiment aligns with the broader analyst consensus, which holds an average "Buy" rating and a $123.67 price target for the company. Despite recent insider stock sales, SEI Investments' latest quarterly earnings surpassed expectations, with EPS of $1.66 and revenue of $641.62 million, indicating strong operational performance.
3 Stocks for Higher Bond Yields Through SEI Investments and Fixed Income Fees
With long-term Treasury yields rising and Washington grappling with federal debt, investors are re-evaluating their strategies, creating opportunities in fixed-income-focused asset managers and ETF sponsors. This article highlights three companies—SEI Investments, Acadian Asset Management, and Jackson Financial—that are well-positioned to benefit from this shift. These firms offer diverse approaches to fixed income, from fee-based asset management and quantitative strategies to retail annuities, each warranting a closer look for investors navigating the current economic landscape.
SEI Investments Price Target Announced at $129.00/Share by Wells Fargo
Wells Fargo has set a price target of $129.00 per share for SEI Investments. The article also briefly mentions Unity Software's Q4 financial results, reporting revenue of $609 million and a quarterly loss of 66 cents per share.
SEI Investments looks to double revenue with expansion into new markets
SEI Investments is planning to double its revenue by expanding into new markets, particularly Asia. This expansion is expected to significantly impact the firm's headquarters in Oaks, Pennsylvania, which currently employs about 3,200 of its 5,000 employees. The article highlights SEI's strategic shift and its potential growth through international market penetration.
TW, SEIC, STEP favored by Wells Fargo in new coverage of brokers, asset managers, and exchanges (TW:NASDAQ)
Wells Fargo initiated coverage on 24 alternative asset managers, exchanges, and brokerages, naming Tradeweb (TW), SEI Investments (SEIC), and StepStone (STEP) as its top picks. Ares Management (ARES) was identified as the bank's favorite large-cap choice within the sector.
Can SEIC's Singapore Push Add Another Leg to Its Growth Story?
SEI Investments' expansion into Singapore is expected to strengthen its long-term growth by providing a direct foothold in a key Asia-Pacific asset-management hub. This move complements SEIC's strategy of combining asset servicing, technology, operations, and investment-management capabilities. While Singapore offers a competitive market, SEIC's strong liquidity and diversified expansion strategy, including private-market initiatives and a growing ETF lineup, position it for continued growth, despite facing established competitors like State Street and BNY Mellon.
SEIC Insider Sale: Chairman Emeritus WEST ALFRED P JR Sells 33,877 Shares of SEI Investments Co (SEIC)
SEI Investments Co's Chairman Emeritus, WEST ALFRED P JR, sold 33,877 shares of the company on September 30, 2026. This sale continues a trend where the insider has sold 178,426 shares over the past year with no purchases, though he still retains a significant stake of over 6.7 million shares. Despite this insider selling, SEIC is deemed "Fairly Valued" by GuruFocus's GF Value, and while some gurus have trimmed positions, 8 gurus still hold shares, indicating continued institutional interest.
SEI Investments (NASDAQ:SEIC) Chairman Sells 5,483 Shares of Stock
SEI Investments (NASDAQ:SEIC) Chairman Alfred West Jr. sold 5,483 shares of the company's stock, valued at approximately $565,626, reducing his ownership by 0.08%. Despite this sale, he retains significant holdings of 6.78 million shares. The company recently exceeded quarterly earnings expectations, reporting an EPS of $1.66 against a $1.44 consensus and a 14.7% year-over-year revenue increase.
Chairman Emeritus West sells 28,394 and 5,483 SEI Investments (SEIC) shares over two days.
Alfred P. West Jr., Chairman Emeritus of SEI Investments Co. (SEIC), sold 28,394 common shares on September 29, 2026, at a weighted average price of $103.403 per share, and an additional 5,483 common shares on September 30, 2026, at a weighted average price of $103.162 per share. These transactions, totaling 33,877 shares, are detailed in a Form 4 filing, indicating a net sell of approximately $3.50 million and leaving West Jr. with 6,784,574 shares. No Rule 10b5-1 plan was reported for these sales.
Can SEIC's Singapore Push Add Another Leg to Its Growth Story?
SEI Investments' expansion into Singapore is expected to bolster its long-term growth by establishing a direct presence in a key Asia-Pacific asset-management hub. This move complements SEIC's strategy of integrating asset servicing, technology, operations, and investment management capabilities. While the Singapore market is competitive, SEIC's strong liquidity and diversified expansion strategy, coupled with increasing demand for outsourcing and private-market infrastructure, position it for potential sustained growth.
Sei Investments Company Appoints Connall Mcguckian as Managing Director, Head of Singapore
SEI Investments Company has appointed Connall McGuckian as Managing Director, Head of Singapore, to lead growth in Asia-Pacific. McGuckian brings extensive experience from State Street Singapore and Goldman Sachs, where he held significant roles in alternatives investment solutions and establishing operations in Asia. This strategic hire aims to leverage his expertise to expand SEI's financial technology, operations, and asset management capabilities in the region.
Press Release: SEI Opens Singapore Office to Support Growing Asset Management Sector in Asia
SEI has announced the opening of its new office in Singapore, marking a significant expansion of its operations in Asia. This strategic move aims to better serve the growing asset management sector in the region, offering SEI's comprehensive range of investment processing, investment management, and wealth management solutions. The Singapore office will act as a central hub to support new and existing clients across Southeast Asia, capitalizing on the increasing demand for sophisticated financial services.
SEI Investments Founder Alfred P. West, Jr. Announces Intent to Sell 35,000 Shares
Alfred P. West, Jr., founder of SEI Investments Company, has filed a Form 144 indicating his intent to sell 35,000 shares of SEIC common stock, valued at approximately $3.67 million. The transaction will be facilitated by J.P. Morgan Securities LLC and is expected to occur on September 29, 2026, on the NASDAQ exchange. This follows previous sales by West in June 2026.
SEI Opens Singapore Office to Support Growing Asset Management Sector in Asia
SEI (NASDAQ: SEIC) has opened a new office in Singapore, marking a significant step in its international growth strategy. The office will initially offer asset servicing, professional services, and UCITS fund distribution, with plans to expand capabilities and offerings across Asia-Pacific as demand grows. This move aims to support the region's rapidly expanding asset management sector, which saw assets under management in Singapore-based firms reach S$6.7 trillion in 2025.
SEI Investments Company (SEIC) Opens Singapore Office to Expand Asia-Pacific Services
SEI Investments Company (SEIC) has opened a new office in Singapore to expand its services in the Asia-Pacific region. The office will initially offer asset servicing, professional services, and UCITS fund distribution, with plans for further expansion based on client adoption. This move aligns with SEI's strategy to grow in emerging markets and enhance its asset servicing capabilities.
Form 144 SEI Investments Company For: 29 September By Investing.com
This article reports on the filing of Form 144 by SEI Investments Company, specifically for September 29. Form 144 filings indicate an intent to sell restricted or controlled securities. The article provides only this factual statement without further details on the nature or volume of the intended sale.
Form 144 SEI Investments Company For: 29 September By Investing.com
This article reports on the filing of Form 144 for SEI Investments Company (SEIC) on September 29. It briefly mentions SEIC's stock performance with a -1.40% change and provides context within a broader financial news platform. The content primarily serves as a news brief about a regulatory filing.
SEI Expands Tax Tools for Wealth Advisors
SEI (NASDAQ: SEIC) has expanded its tax-management capabilities for wealth advisors, allowing greater control over portfolio transitions and capital gains. These enhancements include broadening asset types to incorporate mutual funds, offering new implementation options for portfolios with significant unrealized gains, and providing a gains-budget capability for systematic control over taxable gains. These changes aim to meet the growing demand from high-net-worth investors for embedded tax efficiency in investment processes.
Will Tax Tool Upgrades Change SEI Investments Stock Narrative
SEI Investments has announced upgrades to its integrated tax management tools for separately managed and unified managed accounts, enhancing advisor control over capital gains realization and tax-loss harvesting. These upgrades aim to align SEI's technology with real-world tax planning needs, potentially increasing "stickiness" for its advisor and institutional segments. While not a "game-changer," the enhancements could support higher-margin services, though fee pressure remains a key watchpoint for investors.
SEI Investments (SEIC) Could Be 10% Below Fair Value As Insider Selling Draws Focus
SEI Investments (SEIC) is currently trading at US$104.78, which is about 10% below its assessed fair value of $115.86, making it potentially undervalued. However, recent insider selling by Michael Lane (US$246,000) and mixed signals regarding valuation and new services suggest investors should carefully consider the risks and rewards. The company is expanding its higher-margin professional services and Data Cloud offerings, which could boost future earnings despite potential pressures from lower-fee ETFs.
Sell Alert: Michael Lane Cashes Out $246K In SEI Investments Stock
Michael Lane, Executive Vice President at SEI Investments (NASDAQ: SEIC), recently sold 2,400 shares of the company's stock, valued at $246,672, as per an SEC filing. This insider transaction occurred on September 24, 2026, while SEI Investments's shares were trading at $104.78. The article also provides a detailed financial overview of SEI Investments, highlighting its revenue growth, profitability indicators, debt management, and valuation metrics.
At $102.78 a share, SEI Investments (SEIC) executive Michael Lane sold 2,400 shares.
SEI Investments Executive Vice President Michael Lane sold 2,400 common shares on September 22, 2026, at a weighted average price of $102.78 per share. After the sale, he directly held 39,581 shares, with an additional 330 shares held indirectly through the Employee Stock Purchase Plan. No Rule 10b5-1 plan was reported in connection with this transaction.
SEI Investments (NASDAQ:SEIC) Stock: Insider Michael Lane Sells 2,400 Shares
Michael Lane, EVP at SEI Investments (NASDAQ:SEIC), recently sold 2,400 shares of the company's stock for a total of $246,672, reducing his ownership by 5.72%. This transaction occurred as the company reported strong quarterly earnings, surpassing analyst expectations with $1.66 EPS and a 14.7% year-over-year revenue increase. Analysts maintain a "Moderate Buy" rating for SEIC, with an average price target of $122.60.
SEI Enhances Integrated Tax Management Capabilities for Greater Portfolio Flexibility and After-Tax Outcomes
SEI (SEIC) has announced significant enhancements to its integrated tax management capabilities for separately managed accounts (SMAs) and unified managed accounts (UMAs). These improvements aim to provide financial advisors with greater flexibility to personalize portfolios, manage embedded unrealized gains, and optimize after-tax outcomes for investors. Key updates include expanded asset eligibility to incorporate eligible mutual funds, enhanced tax transition optionality for investors with significant unrealized gains, and greater control over capital gains realization through specific annual net realized gains targets.
William Blair Upgrades SEI Investments to Outperform From Market Perform
William Blair has upgraded SEI Investments (SEIC) from Market Perform to Outperform. This article, published on September 15, 2026, at 06:09 am EDT, is reserved for members of MarketScreener. Recent news regarding SEI Investments includes insider stock sales, new additions to its advisor services, ETF launches, and partnerships to expand private market solutions.
William Blair upgrades SEI Investments stock rating on growth outlook By Investing.com
William Blair has upgraded SEI Investments (NASDAQ:SEIC) to Outperform from Market Perform, citing the company's potential for sustained above-average growth and margin expansion. The upgrade follows strong performance, including a 33% stock gain and 11% revenue growth over the past six months, along with impressive Q2 2026 financial results that surpassed analyst estimates. The firm expects continued low-teens EPS growth driven by record sales, demand for alternative outsourcing, market expansion, and efficient expense management.
Insider Selling: Ryan Hicke Unloads $4.15M Of SEI Investments Stock
SEI Investments CEO Ryan Hicke sold 37,500 shares of the company stock worth over $4.15 million, as reported in a recent SEC filing. The company's shares were down by 1.19% following the disclosure. The article also provides a financial analysis of SEI Investments, highlighting its revenue growth, profitability, debt management, and valuation metrics.
SEI Investments Executive Vice President Sold $4.18M In Company Stock
Michael Peterson, Executive Vice President at SEI Investments (NASDAQ: SEIC), sold 37,500 shares of the company stock worth $4.18 million on September 1, 2026, as per an SEC filing. The article details SEI Investments' financial performance, including a 14.66% revenue growth and a high gross margin of 56.75%, while also noting its below-average EPS and market capitalization. It emphasizes the importance of considering insider transactions alongside other investment factors.
SEI Investments (SEIC): Buy, Sell, or Hold Post Q2 Earnings?
SEI Investments (SEIC) has shown strong performance, outperforming the S&P 500 by 21.3% over the past six months, with its stock up 33% to $109.54. The company's impressive Q2 results are driven by increasing revenue, steady EPS growth, and a stellar Return on Equity of 26.5%, significantly above its sector average. This report suggests SEIC is a robust business, trading at 16.9x forward P/E.
SEI Investments(SEIC.US) Officer Sells US$4.18 Million in Common Stock
An officer of SEI Investments (SEIC.US) recently sold 60,000 shares of common stock for a total of $4.18 million. This transaction occurred on September 2nd, 2026, at an average price of $69.75 per share, and was disclosed in a Form 4 filing with the SEC.
SEI Investments (NASDAQ: SEIC) exec sells stock after exercising options
SEI Investments Executive Vice President Michael Peterson exercised options for 37,500 shares of common stock at $56.54 per share and subsequently sold all 37,500 shares at a weighted average price of $111.51 per share, ranging from $111.19 to $112.07. After these transactions, Peterson indirectly holds 454 shares through the Employee Stock Purchase Plan. The total gross sale proceeds were approximately $4.18 million, with an estimated pre-tax spread of $2.06 million.
SEIC Shares Hit a New 52-Week High: Is There Further Upside Potential?
SEI Investments Company (SEIC) shares recently reached a new 52-week high, driven by broad-based growth, expanding client assets, and strong technology and outsourcing services. The company's financial flexibility, disciplined capital returns, and contributions from LSV Asset Management are positive factors, but premium valuation, elevated investment spending, and sensitivity to market values pose potential concerns. Analysts remain bullish on SEIC's earnings growth prospects for 2026 and 2027.
SEI Investments Company stock hits all-time high at 111.99 USD By Investing.com
SEI Investments Company (SEIC) stock reached an all-time high of $111.99, demonstrating strong investor confidence with a nearly 38% 6-month return and a 26.08% 1-year increase. InvestingPro rates the company's financial health as "GREAT," noting its consistent dividend raises for 12 consecutive years, although the stock appears slightly overvalued. This milestone follows robust Q2 2026 results, where SEI surpassed analyst expectations with a 15% revenue increase and significant growth in adjusted operating profit and EPS, driven by broad-based segment growth and strategic initiatives.
Is SEI Investments (SEIC) Undervalued As Its Technology Push Comes Into Focus?
SEI Investments (SEIC) has shown strong share price performance, with significant gains year-to-date and over several years, leading to a reassessment of its growth prospects. Despite recent momentum, Simply Wall St's analysis suggests SEIC is currently undervalued by about 4.4%, trading at $110.78 against a fair value estimate of $115.86. This valuation hinges on the company's proactive investment in technology and outsourcing, which is expected to drive revenue growth and improve operating margins, though risks like competitive pressures and heavy spending exist.
US Treasury Turmoil Could Reshape Invesco SEI And Acadian Stock Outlook
Amidst US Treasury market turmoil, Invesco (IVZ), SEI Investments (SEIC), and Acadian Asset Management (AAMI) are highlighted as companies potentially impacted. Invesco's deep bond product lineup and ETF focus could see increased client activity, while SEI Investments' technology platforms for fixed income are at the intersection of rising rate volatility. Acadian Asset Management, a systematic investing and fixed income firm, is attracting clients and expanding margins, despite carrying a rich P/E and leverage.
Wealth Manager SEI Hits Record High, Leads 13 Newcomers To Best Stock Lists
Wealth manager SEI Investments (SEIC) reached a new record high after closing higher for five consecutive days. The company has been added to the prestigious IBD 50 list, along with 13 other stocks, including insurer Ethos Technologies (LIFE). This highlights SEI's strong performance and its recognition among top-rated stocks.
ETFs Investing in SEI Investments Company Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of SEI Investments Company. It provides a detailed table including each fund's market value, weight of SEI stock, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The ETFs listed cover a range of investment strategies, from total market and mid-cap to small-cap value and high dividend yield.
SEI Adds Zocks AI Tools to Advisor Services Network
SEI is integrating Zocks' AI workflow tools into its advisor services network, offering financial advisory firms automated solutions for administrative tasks. This partnership aims to help advisors move beyond AI curiosity to practical integration, streamlining operations like meeting preparation, client follow-ups, and CRM updates. Both companies will also collaborate on educational resources to assist advisors in implementing AI effectively within their practices.
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.
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.
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.
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.
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.
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.
