SEI Investments/$SEIC

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About SEI Investments

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.

Ticker

$SEIC
Sector
Primary listing

Employees

5,082

SEI Investments Metrics

BasicAdvanced
$11B
16.27
$5.32
0.92
$0.98
1.13%

What the Analysts think about SEI Investments

Analyst ratings (Buy, Hold, Sell) for SEI Investments stock.

Bulls say / Bears say

Q2 2025 revenue grew 8% year-over-year to $559.6 million and operating income rose 9% to $148.6 million, driving operating margin up to 27% and EPS up 70% to $1.78 (SEI).
SEI repurchased 2.2 million shares for $180.8 million in Q2 2025 at an average price of $83.60, underscoring strong free cash flow and commitment to returning capital to shareholders (Zacks).
SEI’s strategic investment in Stratos Wealth Holdings commits $527 million for a 57.5% stake, adding a network of over 360 advisors managing $37 billion in client assets, enhancing scale in wealth management solutions (SEI).
Q2 2025 EPS was boosted by $0.58 from non-recurring items, including a $94.4 million gain on the sale of SEI’s Family Office Services business, overstating underlying earnings power (SEI).
The semi-annual dividend remained flat at $0.49 per share in May 2025, unchanged from December 2024, signaling limited growth in shareholder distributions despite record profits (PR Newswire).
Total assets under management plateaued at approximately $1.6 trillion between December 31, 2024 and March 31, 2025, showing no net AUM growth quarter-over-quarter amid market volatility (PR Newswire & SEI).
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2025.

SEI Investments Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

SEI Investments Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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