# SEI Investments Company (SEIC)

> Source: Nexqual · https://nexqual.com/SEIC · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, SEI Investments Company (SEIC), nexqual.com/SEIC" · informational, not investment advice.

**Price:** USD 105.27 (+0.00% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 105.27 · day 102.9–105.72 · 52w 75.08–112.15 · market cap $12.6B · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $2.45B, net income $707M (28.8% margin) (SEC filings).
- Valuation: P/E 17.9x (avg 17.2x at the last 3 fiscal year-ends).
- 2 of 80 tracked superinvestors hold SEIC (13F, Q2 2026): 0 new, 0 added, 0 reduced, 2 unchanged.
- Analysts: Buy (mean 1.67 on a 1–5 scale) (9 analysts), mean target USD 117.5 (range 98–129).
- Total return with dividends: 1Y +32.3% vs S&P 500 +18.1%; 5Y +82.6% vs S&P 500 +85.1%.
- Next earnings: 2026-10-21, EPS estimate USD 1.58, revenue estimate $655M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.92B | $1.99B | $1.92B | $2.13B | $2.30B | $2.45B |
| Gross profit | $645M | $644M | $557M | $699M | $808M | — |
| Operating income | $553M | $476M | $425M | $552M | $627M | $708M |
| Net income | $547M | $475M | $462M | $581M | $715M | $707M |
| EPS (diluted) | $3.81 | $3.46 | $3.46 | $4.41 | $5.63 | — |
| Free cash flow | $607M | $527M | $422M | $590M | $585M | $687M |
| Gross margin | 33.6% | 32.3% | 29.0% | 32.9% | 35.2% | — |
| Operating margin | 28.8% | 23.9% | 22.1% | 26.0% | 27.3% | 28.9% |
| Net margin | 28.5% | 23.9% | 24.1% | 27.3% | 31.1% | 28.8% |
| Revenue growth | +13.9% | +3.8% | -3.6% | +10.7% | +8.1% | — |
| Cash + short-term investments | $831M | $853M | $835M | $840M | $400M | — |
| Total debt | — | — | — | — | $0K | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 17.9x · P/S 5.2x · P/FCF 18.4x · P/B 5.0x · FCF yield 5.44% · Earnings yield 5.59% · Dividend yield (paid, TTM) 1.01% · Buyback yield (TTM) 4.48%
P/E at fiscal year-ends: Dec 2025 14.6x, Dec 2024 18.7x, Dec 2023 18.4x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold SEIC. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Thomas Gayner | Markel Group | 0.12% | $15.2M | Unchanged |
| Kahn Brothers | Kahn Brothers Group | 0.09% | $518K | Unchanged |

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 9 analysts; mean target USD 117.5 (low 98, high 129).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-02 | Wells Fargo | Initiated | Overweight | $129 |
| 2026-09-15 | William Blair | Upgrade | Market Perform → Outperform |  |
| 2026-07-23 | Morgan Stanley | Target raised | Overweight | $115 → $125 |
| 2026-07-23 | Piper Sandler | Target raised | Overweight | $114 → $120 |
| 2026-07-23 | Keefe, Bruyette & Woods | Target raised | Outperform | $113 → $119 |
| 2026-07-13 | Piper Sandler | Target raised | Overweight | $105 → $114 |
| 2026-07-10 | Keefe, Bruyette & Woods | Target raised | Outperform | $107 → $113 |
| 2026-07-09 | Morgan Stanley | Target raised | Overweight | $113 → $115 |
| 2026-07-06 | Raymond James | Target raised | Outperform | $122 → $124 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | +32.3% | +82.6% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +32.5% | +12.8% |
| Volatility (annualized) | 22.7% | 21.8% |
| Max drawdown | -15.2% (Feb 2026→Apr 2026) | -25.2% (Nov 2021→Oct 2022) |

## Peers (Asset Management)
IVZ (Invesco Ltd) USD 28.8 -0.41% · CG (The Carlyle Group Inc.) USD 36.81 -1.15% · ARCC (Ares Capital Corporation) USD 18.92 +1.94% · OWL (Blue Owl Capital Inc.) USD 8.97 -3.44% · EQH (Equitable Holdings, Inc.) USD 53.49 +0.70% · PHYS ("Sprott Physical Gold Trust") USD 31.52 +0.29%

## More
Full page: https://nexqual.com/SEIC · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt