SEI (SEIC) Down 1.6% Since Last Earnings Report: Can It Rebound?
SEI Investments (SEIC) shares have fallen 1.6% since its last earnings report, underperforming the S&P 500, raising questions about its future performance. The company recently beat Q1 earnings estimates, with revenues and AUM rising year-over-year, despite increased expenses. Analysts are showing an upward trend in estimates for SEIC after these results.
Understanding Momentum Shifts in (SEIC)
This article provides an analysis of Sei Investments Company (NASDAQ: SEIC), highlighting weak near-term sentiment and elevated downside risk according to AI models. It outlines three distinct institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to manage risk and optimize positions for various holding periods. The report emphasizes the current neutral sentiment and offers real-time AI-generated signals for informed trading decisions.
Is SEI Investments (SEIC) Using Its First Fixed Income ETF To Redefine Its Income Strategy?
SEI Investments launched its first fixed income ETF, LEND, by converting an existing high-yield bond fund, aiming to broaden its product offerings for income investors. This move aligns with SEI's strategy to combine investment products with scalable technology, reinforcing asset flows and product breadth amidst potential challenges from increased spending and competition. The LEND launch, alongside other innovations, could support recurring fee growth, though investors should monitor the balance between spending and revenue.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes Position in SEI Investments Company $SEIC
Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake of 39,217 shares, valued at $3.2 million, in SEI Investments Company (NASDAQ:SEIC) during the fourth quarter. The company reported strong Q1 earnings, beating estimates with $1.44 per share, and revenue increased by 12.9% year-over-year. Despite recent insider selling, analysts maintain a "Moderate Buy" rating with an average target price of $103.00.
ProShare Advisors LLC Purchases 15,733 Shares of SEI Investments Company $SEIC
ProShare Advisors LLC increased its stake in SEI Investments Company by 4.0% in the fourth quarter, acquiring an additional 15,733 shares to hold a total of 405,354 shares valued at approximately $33.25 million. The article also notes recent insider share sales and highlights SEI Investments' stronger-than-expected quarterly earnings of $1.44 EPS against an estimated $1.29. Analysts currently maintain a "Moderate Buy" consensus rating for the company with an average price target of $103.
SEI Investments Co stock (US8123501061): ETF push and steady flows keep the story moving
SEI Investments Co (SEIC) is gaining attention due to its expansion into exchange-traded funds (ETFs) and its robust positioning as a technology-driven asset and wealth management provider. The company's business model relies on long-term contracts for software, data, and portfolio solutions, and it is actively aligning its offerings with the growing demand for ETFs and model portfolios among US financial advisors. This strategic focus, coupled with recurring technology fees and asset-based revenues, positions SEIC as a key player in the evolving financial technology and asset management landscape.
Is SEI Investments (SEIC) Using Its First Fixed Income ETF To Redefine Its Income Strategy?
SEI Investments has introduced its first fixed income ETF, LEND, by converting an existing fund. This move aims to broaden SEI's product offerings for income-focused investors and reinforces its strategy of combining investment products with scalable technology platforms. The launch is expected to support asset flows and recurring fees but also highlights the ongoing challenge of managing costs and competition.
SEI Investments beats on Q1 earnings as revenues & AUM rise Y/Y
SEI Investments (SEIC) reported better-than-expected Q1 earnings, with adjusted diluted EPS of $0.93 exceeding the analyst consensus of $0.90. The company's revenue increased year-over-year to $490.1 million, driven by higher asset management, administration, and distribution fees. Assets under management (AUM) also saw a significant rise, reaching $416.7 billion.
Buy 3 SEI mutual funds promising solid gains in the long run
This article recommends buying three SEI mutual funds that are expected to provide solid long-term gains. It aims to guide investors towards promising opportunities within SEI's offerings.
Fund Files: SEI,Carlyle file for interval fund; BlackRock plots 2 new muni ETFs
Citywire reports that SEI and Carlyle have filed for an interval fund, while BlackRock is planning to launch two new municipal bond ETFs. This article provides a daily summary of new fund launches, strategy adjustments, and changes in fund management.
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
SEI has converted its $1 billion SIMT High Yield Bond Fund into an exchange-traded fund, now named the SEI High Yield Bond & Alternative Credit ETF (LEND). This marks SEI's first fixed income ETF, expanding its platform beyond equities and liquid alternatives. The new ETF maintains the mutual fund's investment objective and strategy, offering diversified exposure across traditional and alternative credit markets, including an internally managed CLO sleeve.
SEI Investments Company Launches SEI High Yield Bond & Alternative Credit ETF
SEI Investments Company has launched the SEI High Yield Bond & Alternative Credit ETF (LEND), converting its SIMT High Yield Bond Fund into an ETF. This new offering leverages SEI's 30 years of experience in managing collateralized loan obligations (CLOs) and aims to provide total return through a diversified exposure to traditional and alternative credit markets. LEND utilizes a multi-manager approach supported by SEI's disciplined investment process to offer institutional-caliber strategies in a cost-efficient structure.
Thrivent Financial for Lutherans Increases Position in SEI Investments Company $SEIC
Thrivent Financial for Lutherans has increased its stake in SEI Investments Company by 23.5% in the fourth quarter, bringing its total holdings to 311,567 shares valued at approximately $25.6 million. This increase follows SEI Investments reporting strong quarterly earnings of $1.44 per share, surpassing analyst estimates, with revenue climbing 12.9% year-over-year. Analysts maintain a generally bullish outlook on the stock, with a consensus price target of $103.00, suggesting further upside potential from its recent share price of $90.58.
SEI Investments Co stock (US8123501061): capital return and ETF flows keep the spotlight on this fin
SEI Investments Co (SEIC) remains a key player in financial technology and investment services, attracting investor attention due to ongoing share buybacks, dividend distributions, and its central role in outsourced operations for asset and wealth managers. The company's business model combines recurring technology fees with asset-based management charges, making it sensitive to market movements but also benefiting from long-term contracts. SEIC's focus on technology investment, platform modernization, and diversified revenue streams positions it within the evolving financial ecosystem amidst intense competition.
Arbejdsmarkedets Tillaegspension Purchases New Shares in SEI Investments Company $SEIC
Arbejdsmarkedets Tillaegspension has acquired a new position in SEI Investments Company (NASDAQ:SEIC), purchasing 285,176 shares valued at approximately $23.39 million. This move represents about 0.23% of the asset manager. Despite recent insider selling, analysts maintain a "Moderate Buy" rating for SEI Investments, with an average price target of $103, following a strong earnings report where the company beat EPS estimates and grew revenue by 12.9% year-over-year.
SEI Investments (SEIC) Q2 Earnings Surpass Estimates
This article reports that SEI Investments (SEIC) exceeded its earnings estimates for the second quarter. The financial technology company's performance has outpaced expectations, indicating a strong financial period.
RIAs explore litigation finance via SEI Access
Alternative investment platforms, such as SEI Access, are beginning to offer litigation finance opportunities to financial advisors, despite many RIAs exercising caution due to the high-risk nature of these investments. While litigation finance can yield high returns (20-40% for successful funds) and is uncorrelated with market performance, it also carries a significant risk of loss and is considered highly speculative by some large RIAs like Mercer Advisors. Regulatory developments, such as the New York Consumer Litigation Funding Act, are increasing transparency in this niche asset class.
SEI Investments Carlyle Partnership Highlights Private Markets Push And Valuation Gap
SEI Investments (NasdaqGS:SEIC) and Carlyle have expanded their partnership to enhance access to private markets for wealth and retirement investors, signaling a strategic shift for SEI. This collaboration allows SEI to meet growing demand for private market assets within its existing wealth management and retirement channels. The article also notes that SEIC trades below analyst targets and an estimated fair value, suggesting a valuation gap, while highlighting insider selling as a potential risk.
Loomis, Sayles reports 7.1% stake in SEI Investments Co (NASDAQ: SEIC)
Loomis, Sayles & Co., L.P. has filed an amended Schedule 13G, disclosing a 7.1% beneficial ownership stake in SEI Investments Co (NASDAQ: SEIC), totaling 8,683,519.78 shares. The filing indicates that these holdings are managed on behalf of clients, with Loomis, Sayles holding sole voting power over 7,130,873 shares. This passive investment update confirms the increased stake without suggesting any activist intent or plans to influence the company's control.
Stratos adds $4.8B in assets through acquisitions after SEI deal
Stratos Wealth Holdings, headquartered in Beachwood, has reportedly added $4.8 billion in assets through recent acquisitions. This growth follows a previous deal with SEI. The article was published on May 14, 2026.
SEI Investments Carlyle Partnership Highlights Private Markets Push And Valuation Gap
SEI Investments and Carlyle have expanded their partnership to enhance access to private markets for wealth and retirement investors. This collaboration aims to develop new private market solutions and joint offerings, signaling a strategic shift for SEI Investments to meet growing demand in this sector. The article suggests SEIC trades below analyst targets and an estimated fair value, with recent positive stock momentum.
SEI Investments (NASDAQ: SEIC) reports $108.45B in 13F holdings
SEI Investments Company (NASDAQ: SEIC) has filed a 13F Combination Report, disclosing total holdings valued at $108.45 billion across 6,108 entries. The report indicates that it includes holdings from three other managers: SEI Investments Management Corp, SEI Trust Co, and SEI Investments Canada Co. This filing was signed by Michael N. Peterson on May 13, 2026, offering insights into the firm's institutional investment positions.
Buy 3 SEI Mutual Funds Promising Solid Gains in the Long Run
This article recommends three SEI mutual funds—SEI US Equity Factor Allocation (SEHAX), SEI Small Cap (SLPAX), and SEI Emerging Markets Equity (SMQFX)—for long-term investors. These funds are highlighted for their strong buy ratings, positive annualized returns over three and five years, relatively low expense ratios, and reasonable initial investment requirements. The article provides details on each fund's holdings, lead managers, and performance to support its recommendations.
Investments Roundup: Morningstar, BetaNXT, HFR, SEI And More
This investment roundup details recent partnerships, program enhancements, hires, and reports across the financial industry. Key developments include MyVest and bondIT collaborating on fixed income solutions, iCapital and Envestnet expanding their UMA partnership, and AssetMark enhancing its SDBA program. The article also covers Citi Wealth's selection of Advyzon for a global UMA, Halo and Ironlight's tokenized structured notes collaboration, Raymond James hiring Kristi Higgins as Head of ETF Strategy, 55ip adding T. Rowe Price custom models, HFR reporting record hedge fund capital, iShares publishing bond ETF research, Morningstar's analysis of semiliquid fund risks, BetaNXT's new voting solution, and SEI and Carlyle expanding their private markets partnership.
SEI Investments Company (NASDAQ:SEIC) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
SEI Investments Company (NASDAQ:SEIC) has a consensus "Moderate Buy" rating from brokerages, with an average 12-month price target of $103. The company recently exceeded earnings expectations, reporting $1.44 per share, although revenue of $622.18 million fell short of estimates, it still represented a 12.9% year-over-year increase. Insider selling has occurred, but institutional investors maintain significant holdings, owning 70.59% of the stock.
Avoiding Lag: Real-Time Signals in (SEIC) Movement
This article provides a real-time signal analysis for Sei Investments Company (NASDAQ: SEIC), highlighting neutral near-term readings and a stalling strong mid-term sentiment. It outlines three AI-generated institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, and notes elevated downside risk due to a lack of long-term support signals.
Horizon Investments LLC Cuts Stock Holdings in SEI Investments Company $SEIC
Horizon Investments LLC significantly reduced its stake in SEI Investments Company (NASDAQ:SEIC) by 94.8% in Q4, selling 59,271 shares and retaining 3,222 shares worth approximately $264,000. Despite this reduction, institutional ownership of SEIC remains high at 70.59%. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $103.00, while insider selling has also been reported.
SEI, Carlyle Expand Partnership for Private Markets
SEI and Carlyle have expanded their partnership to provide private market investment solutions for wealth and retirement investors, addressing the growing demand for alternative assets. The collaboration aims to broaden access to institutional-style private market strategies, including model portfolios and defined contribution retirement offerings. This move leverages Carlyle's investment platform with SEI's research and client servicing to simplify private market access for financial advisors and investors.
SEI Investments Co stock (US8123501061): SEIC shares rise on buyback program and solid earnings outlook
SEI Investments Co (SEIC) shares are rising due to a new $650 million share repurchase program and continued growth in its technology and investment solutions business. The company's recurring revenue model and global client base provide a stable foundation, positioning it well within the fintech and asset-management sectors despite competitive pressures and regulatory changes. US investors can gain exposure to this ecosystem through SEIC, benefiting from its solid balance sheet and capital return strategy.
A Look At SEI Investments (SEIC) Valuation After The Expanded Carlyle Private Markets Partnership
SEI Investments (SEIC) has partnered with Carlyle to offer wealth and retirement clients greater access to private market strategies. Despite a recent share price increase and 5-year total shareholder return of 56.51%, the stock is considered 12.7% undervalued, with a fair value of $104. This valuation depends on SEI successfully converting investments into profitable growth and managing potential margin pressure.
UBS Group AG Has $52.18 Million Stock Position in SEI Investments Company $SEIC
UBS Group AG significantly increased its stake in SEI Investments Company in the fourth quarter, now holding 0.52% of the company's stock valued at $52.18 million. Despite insider selling, SEI Investments beat its quarterly EPS estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $103. Institutional investors collectively own 70.59% of the stock.
A Look At SEI Investments (SEIC) Valuation After The Expanded Carlyle Private Markets Partnership
SEI Investments (SEIC) has expanded its partnership with Carlyle to offer clients greater access to institutional-style private market strategies. Despite a recent share price return and year-to-date gain, the stock is considered undervalued by at least one narrative, with a fair value pegged at $104 compared to its current $90.79. This valuation hinges on SEI's technological investments and its ability to convert its investment pipeline into profitable growth amidst potential risks like heavy technology spending and increased competition.
A Look At SEI Investments (SEIC) Valuation After The Expanded Carlyle Private Markets Partnership
SEI Investments (SEIC) has expanded its partnership with Carlyle to offer wealth and retirement clients greater access to private market strategies. Despite recent share price gains, Simply Wall St's analysis suggests SEIC is undervalued at its current price of $90.79, with a fair value estimated at $104, reflecting strong positioning in digital transformation and outsourcing. The valuation hinges on the company's ability to translate investments into profitable growth while managing competition and technology spending.
Danske Bank A S Decreases Stake in SEI Investments Company $SEIC
Danske Bank A/S significantly reduced its stake in SEI Investments Company (NASDAQ:SEIC) by 61.3%, selling 32,762 shares and retaining 20,685 shares valued at $1.70 million. This move comes as other institutional investors have increased their holdings, and company insiders sold a total of 120,447 shares worth about $10.24 million last quarter. SEI Investments reported Q1 EPS of $1.44, exceeding estimates, but revenue missed expectations, while analysts maintain a "Moderate Buy" rating with a $103 average price target.
Kathryn Mccarthy Sells 10,000 Shares of SEI Investments (NASDAQ:SEIC) Stock
SEI Investments director Kathryn Mccarthy sold 10,000 shares of SEIC stock on May 4th for $910,700, reducing her stake by 11.38% to 77,883 shares. The company recently reported Q1 EPS of $1.44, beating estimates, despite revenue of $622.2M falling short. Analysts maintain a "Moderate Buy" rating with an average price target of $103.
SEI Investments (SEIC) director sells 10,000 shares after option exercise
SEI Investments director Kathryn McCarthy executed an exercise-and-sell transaction on May 4, 2026, selling 10,000 shares of SEIC common stock at a weighted-average price of $91.07 per share. On the same day, she exercised stock options to acquire 10,000 shares at $49.63 each, which were compensation for her Board service. Following these transactions, McCarthy directly holds 77,883 shares of SEIC.
How SEI’s Expanded Carlyle Tie-Up and Rising Earnings Will Impact SEI Investments (SEIC) Investors
SEI Investments (SEIC) has expanded its partnership with Carlyle to develop private market solutions, coinciding with its Q1 2026 results showing increased revenue and net income. This move reinforces SEI's focus on private markets and its existing growth strategy, which includes share repurchases. While the partnership supports growth, investors should consider potential margin pressures from technology and talent investments if new mandates don't materialize as expected.
How SEI’s Expanded Carlyle Tie-Up and Rising Earnings Will Impact SEI Investments (SEIC) Investors
SEI Investments and Carlyle have expanded their partnership to offer private market solutions, coinciding with SEI's strong first-quarter 2026 earnings. This move aims to deepen SEI's role in private markets, but investors should consider the execution risk associated with technology and talent investments needed to scale these new offerings. The article also highlights SEI's financial forecasts and fair value estimates.
[144] SEI INVESTMENTS CO SEC Filing
This article reports on SEI Investments Co.'s (SEIC) Form 144 SEC filing, detailing a proposed sale of 10,000 shares of common stock with an aggregate market value of $910,747.00. The shares were acquired on May 4, 2026, through an employee stock option exercise. The filing is categorized as neutral in impact and sentiment.
SEI Investments Has Made Some Progress With Its Troubled Private Banks Segment
SEI Investments, a financial services company, consists of four main segments, with its private banks segment historically posing challenges with disappointing revenue growth and operating margins. However, recent results since 2023 indicate a turnaround in this troubled segment. The firm's investment advisors, institutional investors, and investment managers segments have consistently driven strong earnings and operating margins.
Here's why SEI Investments (SEIC) is a strong growth stock
This article identifies SEI Investments (SEIC) as a strong growth stock, citing its potential for future expansion. The analysis suggests that investors looking for companies with robust growth prospects should consider SEIC. The full content of the article is not provided, making a detailed summary impossible.
PFA Pension Forsikringsaktieselskab Takes $43.19 Million Position in SEI Investments Company $SEIC
PFA Pension Forsikringsaktieselskab has acquired a new stake of 519,312 shares in SEI Investments Company, valued at approximately $43.19 million, during the fourth quarter. This new position represents about 0.42% of the company's stock. Despite insider sales totaling over $9 million in the last quarter, including a significant sale by Chairman Alfred P. West Jr., the stock continues to be rated a "Moderate Buy" by analysts with a consensus price target of $103.
SEIC - Analysts Temper SEI Investments’ Valuation Amid Cautious Optimism on Growth and Profitability
Analysts have increased the fair value estimate for SEI Investments (SEIC) to $104, reflecting updated views on revenue growth and profit margins, while also noting a split in analyst opinions due to varying concerns about execution risk and profitability trajectories. The company has actively repurchased shares and made strategic advancements in its technology offerings and client partnerships to drive growth. Despite these positive movements, risks such as significant investment needs, increased competition, and potential margin compression due to growth-oriented investments could challenge sustained revenue growth and profitability.
SEI Canada adds new classes to mutual fund lineup
SEI Investments Canada Company (SEI Canada) is expanding its mutual fund offerings by introducing a new class of FC units for its Canadian Fixed Income Fund, Emerging Markets Equity Fund, and International Equity Fund. This move aims to provide more options for SEI Canada’s fee-based offerings. Concurrently, the firm is closing class I and R units for 20 products, including various equities, bond, and income funds, with further details to be released in prospective filings.
Is It Time To Reassess SEI Investments (SEIC) After Its Strong Recent Share Price Run?
SEI Investments (SEIC) has shown strong recent share price performance, returning 17.3% over the last year. Despite this, an Excess Returns analysis suggests the stock is undervalued by 34.6% with an intrinsic value of $138.58 per share, while a P/E ratio comparison indicates it's somewhat overvalued at 14.77x against a "Fair Ratio" of 12.65x. The article further explores bullish and bearish narratives for SEIC, with fair value estimates ranging from US$67.00 to US$104.00, suggesting differing views on its future growth and valuation.
Ashton Thomas Private Wealth LLC Trims Stock Position in SEI Investments Company $SEIC
Ashton Thomas Private Wealth LLC significantly reduced its stake in SEI Investments Company by 84.4% in the fourth quarter, selling 53,922 shares and retaining 9,980 shares valued at $824,000. Despite this, other major institutions increased their positions, with institutional investors now owning 70.59% of the company. SEI Investments reported strong EPS of $1.44, beating estimates, and analysts maintain a "Moderate Buy" rating with a consensus target price of $103.00, even as company insiders sold shares totaling approximately $9.3 million.
SEI Investments (SEIC) officer exercises options, sells 4,000 shares
Mark Andrew Warner, an officer at SEI Investments (SEIC), exercised stock options to acquire 4,000 shares of common stock at $48.47 per share and subsequently sold all 4,000 shares on the open market at $91.16 per share. These transactions, reported on April 28, 2026, were compensation-related, stemming from equity-based pay. After these sales, Warner directly holds 921 shares of SEIC common stock, resulting in a net sale of 4,000 shares with a total value of $364,640.
Sei investments Co. chief accounting officer sells $364,640 stock By Investing.com
Mark Andrew Warner, Chief Accounting Officer at SEI Investments Co., sold 4,000 shares for $364,640 on April 28, 2026, after acquiring an equal number of shares through stock options. Despite the sale, InvestingPro analysis suggests the stock is undervalued, and the company has a 38-year dividend payment history. This news follows strong Q1 2026 earnings for SEI Investments, with analysts raising price targets due to robust core earnings and sales wins.
SEI Partners With Carlyle to Expand Private Markets
SEI and Carlyle are partnering to increase access to private market investments for wealth and retirement channels, including the development of new model portfolios and defined contribution strategies. This collaboration aims to simplify private market allocation for clients and capitalize on the growing interest in alternative investments among advisors and plan sponsors. The initiative comes as both firms have been actively working to bring private market strategies to individual investors and defined contribution plans.
SEI Investments (NASDAQ:SEIC) Insider Mark Andrew Warner Sells 4,000 Shares
Mark Andrew Warner, an insider at SEI Investments (NASDAQ:SEIC), recently sold 4,000 shares of the company's stock for $364,640, reducing his holdings by over 81%. This sale occurred on April 28th at an average price of $91.16, leaving him with 921 shares. The company recently reported Q1 EPS of $1.44, beating estimates, and revenue of $622.18 million, while analysts maintain a "Moderate Buy" rating with a consensus price target of $103.
