Zacks Research Cuts Earnings Estimates for SEI Investments

SEI Investments (NASDAQ:SEIC) – Research analysts at Zacks Research reduced their FY2025 earnings per share (EPS) estimates for shares of SEI Investments in a report released on Wednesday, February 19th. Zacks Research analyst R. Department now expects that the asset manager will post earnings of $4.84 per share for the year, down from their previous estimate of $4.86. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q4 2025 earnings at $1.29 EPS, Q3 2026 earnings at $1.31 EPS and Q4 2026 earnings at $1.33 EPS.

SEI Investments (NASDAQ:SEIC) last announced its quarterly earnings results on Wednesday, January 29th. The asset manager reported $1.19 EPS for the quarter, missing the consensus estimate of $1.21 by ($0.02). SEI Investments had a return on equity of 25.51% and a net margin of 27.35%.

A number of other equities research analysts have also issued reports on the company. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and issued a $90.00 target price (up previously from $86.00) on shares of SEI Investments in a research note on Thursday, January 30th. Morgan Stanley upped their price objective on SEI Investments from $75.00 to $80.00 and gave the stock an “underweight” rating in a report on Friday, January 3rd. Oppenheimer increased their price target on SEI Investments from $85.00 to $94.00 and gave the company an “outperform” rating in a report on Tuesday, January 7th. Piper Sandler increased their price target on SEI Investments from $77.00 to $87.00 and gave the company a “neutral” rating in a report on Monday, December 23rd. Finally, Raymond James upgraded SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 target price for the company in a research note on Thursday, January 30th. One research analyst has rated the stock with a sell rating, two have issued a hold rating and three have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $90.00.

SEI Investments Stock Performance

SEIC stock opened at $80.25 on Monday. SEI Investments has a 1 year low of $62.38 and a 1 year high of $87.25. The stock’s 50 day moving average price is $83.17 and its 200 day moving average price is $76.74. The firm has a market cap of $10.34 billion, a P/E ratio of 18.16, a PEG ratio of 1.41 and a beta of 0.98.

SEI Investments Increases Dividend

The company also recently declared a semi-annual dividend, which was paid on Wednesday, January 8th. Shareholders of record on Friday, December 27th were paid a $0.49 dividend. The ex-dividend date of this dividend was Friday, December 27th. This represents a dividend yield of 1.1%. This is a positive change from SEI Investments’s previous semi-annual dividend of $0.46. SEI Investments’s dividend payout ratio (DPR) is presently 22.17%.

Insider Buying and Selling at SEI Investments

In related news, Chairman Alfred P. West, Jr. sold 5,984 shares of the firm’s stock in a transaction that occurred on Friday, December 6th. The shares were sold at an average price of $84.23, for a total transaction of $504,032.32. Following the transaction, the chairman now owns 7,371,522 shares in the company, valued at $620,903,298.06. This trade represents a 0.08 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last 90 days, insiders have sold 171,194 shares of company stock worth $14,579,872. 14.30% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. First Horizon Advisors Inc. grew its position in SEI Investments by 25.4% in the fourth quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock worth $48,000 after buying an additional 117 shares during the last quarter. Aurora Investment Counsel boosted its stake in shares of SEI Investments by 0.6% during the 3rd quarter. Aurora Investment Counsel now owns 25,162 shares of the asset manager’s stock valued at $1,741,000 after buying an additional 144 shares during the period. Venturi Wealth Management LLC lifted its stake in shares of SEI Investments by 7.3% in the 4th quarter. Venturi Wealth Management LLC now owns 2,105 shares of the asset manager’s stock valued at $174,000 after purchasing an additional 144 shares during the last quarter. Ashton Thomas Securities LLC lifted its stake in shares of SEI Investments by 2.5% in the 4th quarter. Ashton Thomas Securities LLC now owns 5,969 shares of the asset manager’s stock valued at $492,000 after purchasing an additional 145 shares during the last quarter. Finally, Principal Securities Inc. lifted its stake in shares of SEI Investments by 13.3% in the 4th quarter. Principal Securities Inc. now owns 1,324 shares of the asset manager’s stock valued at $109,000 after purchasing an additional 155 shares during the last quarter. Institutional investors and hedge funds own 70.59% of the company’s stock.

About SEI Investments

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.