SEI InvestmentsSEIC
SEIC
About: 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 $99 billion in assets under management. As of December 2023, SEI (including LSV) manages, administers, or advises about $1.4 trillion in assets.
Employees: 5,089
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
1% more funds holding
Funds holding: 487 [Q2] → 490 (+3) [Q3]
1% less capital invested
Capital invested by funds: $6.42B [Q2] → $6.35B (-$67.2M) [Q3]
7% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 182
4.86% less ownership
Funds ownership: 75.53% [Q2] → 70.67% (-4.86%) [Q3]
45% less call options, than puts
Call options by funds: $8.12M | Put options by funds: $14.7M
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
4%
downside
Avg. target
$87
4%
upside
High target
$94
13%
upside
4 analyst ratings
1 positive
25%
2 neutral
50%
1 negative
25%
Oppenheimer Owen Lau 72% 1-year accuracy 41 / 57 met price target | 13%upside $94 | Outperform Maintained | 7 Jan 2025 |
Morgan Stanley Rayna Kumar 74% 1-year accuracy 14 / 19 met price target | 4%downside $80 | Underweight Maintained | 3 Jan 2025 |
Piper Sandler Crispin Love 61% 1-year accuracy 17 / 28 met price target | 4%upside $87 | Neutral Maintained | 23 Dec 2024 |
Keefe, Bruyette & Woods Aidan Hall 93% 1-year accuracy 13 / 14 met price target | 3%upside $86 | Market Perform Maintained | 20 Dec 2024 |
Financial journalist opinion
Based on 9 articles about SEIC published over the past 30 days
Neutral
PRNewsWire
6 days ago
SEI Bolsters Global Leadership with Key Appointments in Luxembourg
Leaders to Support Strategic Growth Across Global Operations OAKS, Pa. and LUXEMBOURG , Jan. 14, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of three key leaders in Luxembourg as part of the company's strategic focus on scaling its global operations and expertise to drive growth.
Neutral
PRNewsWire
1 week ago
SEI to Announce Fourth-Quarter 2024 Earnings on Wednesday, Jan. 29, 2025
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa.
Neutral
PRNewsWire
1 week ago
Attivo Investments Adopts SEI's Co-CIO Solution
SEI's Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency LONDON , Jan. 8, 2025 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) and Attivo Investments today announced a strategic partnership, leveraging SEI's Co-CIO solution to deliver cutting-edge, scalable, and efficient investment services tailored to advisers and their clients. SEI will support Attivo Investments' in-house team in developing a sophisticated investment approach for advisers to help investors meet their financial goals, as well as providing business support to help power Attivo Investments' growth.
Neutral
Zacks Investment Research
1 week ago
SEI Investments Introduces Depository Services in Luxembourg
SEIC launches depository services in Luxembourg to offer fund managers a simplified operational structure amid rising demand for private-market investments.
Positive
Zacks Investment Research
1 week ago
VCTR vs. SEIC: Which Stock Should Value Investors Buy Now?
Investors interested in Financial - Investment Management stocks are likely familiar with Victory Capital Holdings (VCTR) and SEI Investments (SEIC). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
PRNewsWire
1 week ago
SEI Launches Depositary Services in Luxembourg
Launch Strengthens Comprehensive Global Offering and Operational Footprint OAKS, Pa. and LUXEMBOURG , Jan. 7, 2025 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the launch of depositary services for Luxembourg alternative investment funds (AIFs), the second-largest fund center in the world.1 With depositary assets growing from $17 billion in 2018 to $100 billion in 2024,2 SEI has experienced significant demand for this service and already provides depositary services to more than 430 funds from other fund centers.2 SEI is the largest fund administrator for private market funds in Luxembourg that are managed by a U.S. firm3 and the largest private credit fund administrator by assets globally.4 Over the last two decades, private markets have consistently outperformed corresponding public markets indexes.5 However, as the demand for these investments continues to grow, asset managers are managing a complex ecosystem of providers to support their operational footprint.
Positive
Zacks Investment Research
3 weeks ago
3 Investment Managers Set to Continue Their Winning Streak in 2025
Rising AUM and demand for higher-yielding investment vehicles are likely to support JHG, SEIC & VCTR, which will help generate solid returns in 2025.
Positive
Zacks Investment Research
3 weeks ago
SEI (SEIC) is an Incredible Growth Stock: 3 Reasons Why
SEI (SEIC) possesses solid growth attributes, which could help it handily outperform the market.
Positive
Zacks Investment Research
3 weeks ago
Why SEI Investments (SEIC) is a Top Momentum Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
PRNewsWire
1 month ago
Frontier Asset Management Selects SEI to Launch Active ETFs
Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers OAKS, Pa. , Dec. 20, 2024 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced that Frontier Asset Management (Frontier) selected the Advisors' Inner Circle Fund® (AIC) series trust as its operational platform to launch six new active ETFs, including: Frontier Asset Absolute Return ETF (NYSE: FARX) Frontier Asset Core Bond ETF (NYSE: FCBD) Frontier Asset Opportunistic Credit ETF (NYSE: FOPC) Frontier Asset Global Small Cap Equity ETF (NYSE: FGSM) Frontier Asset Total International Equity ETF (NYSE: FINT) Frontier Asset U.S. Large Cap Equity ETF (NYSE: FLCE) As the demand for ETFs continues to grow globally, assets under management (AUM) are expected to exceed $19.2 trillion by June 2028.1 2024 was a record year for U.S. ETF launches,2 as the industry welcomed many new ETF issuers, expanding the reach of in-demand investment solutions.
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