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 6,809 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
7% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 45
1% more funds holding
Funds holding: 486 [Q2] → 489 (+3) [Q3]
1% less capital invested
Capital invested by funds: $6.39B [Q2] → $6.31B (-$73.7M) [Q3]
7% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 182
4.91% less ownership
Funds ownership: 75.14% [Q2] → 70.22% (-4.91%) [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
$75
9%
downside
Avg. target
$81
2%
downside
High target
$86
4%
upside
4 analyst ratings
1 positive
25%
2 neutral
50%
1 negative
25%
Keefe, Bruyette & Woods Aidan Hall 73% 1-year accuracy 8 / 11 met price target | 4%upside $86 | Market Perform Maintained | 20 Dec 2024 |
Morgan Stanley Rayna Kumar 79% 1-year accuracy 15 / 19 met price target | 9%downside $75 | Underweight Maintained | 24 Oct 2024 |
Oppenheimer Owen Lau 79% 1-year accuracy 41 / 52 met price target | 3%upside $85 | Outperform Maintained | 24 Oct 2024 |
Piper Sandler Crispin Love 65% 1-year accuracy 17 / 26 met price target | 7%downside $77 | Neutral Maintained | 24 Oct 2024 |
Financial journalist opinion
Based on 18 articles about SEIC published over the past 30 days
Neutral
PRNewsWire
1 day 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.
Positive
Zacks Investment Research
2 days ago
Best Momentum Stock to Buy for December 19th
NTES, PLAB and SEIC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on December 19, 2024.
Positive
Zacks Investment Research
2 days ago
Buy 5 Investment Management Stocks to Enrich Your Portfolio in 2025
These five investment management stocks have strong revenues and earnings growth potential for 2025. these are: BSIG, JHG, SEIC, KKR, FHI.
Positive
Zacks Investment Research
5 days ago
SEI Investments Rewards Shareholders With Dividend Hike, Stock Dips
SEIC hikes its semi-annual cash dividend to 49 cents. Given the strong liquidity position, the payout seems sustainable.
Neutral
GlobeNewsWire
1 week ago
KBW Announces Index Rebalancing for Fourth-Quarter 2024
NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024.
Positive
Zacks Investment Research
1 week ago
SEI Investments Acquires LifeYield, Boosts Multi-Account Tax Management
SEIC's acquisition of LifeYield will enable the former to provide automated, real-time UMH capabilities cost-effectively in a fully bundled overlay solution.
Neutral
Zacks Investment Research
1 week ago
Zacks Industry Outlook SEI Investments, Invesco and Artisan Partners Asset Management
SEI Investments, Invesco and Artisan Partners Asset Management have been highlighted in this Industry Outlook article.
Neutral
PRNewsWire
1 week ago
SEI Declares Dividend of $0.49 per Share
OAKS, Pa. , Dec. 12, 2024 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on Dec. 12, 2024 declared a regular semi-annual dividend of $0.49 per share, an increase from the prior semi-annual dividend of $0.46. The cash dividend will be payable to shareholders of record on Dec. 27, 2024, with a payment date of Jan. 8, 2025.
Neutral
Zacks Investment Research
1 week ago
3 Investment Management Stocks to Buy as Industry Gains Momentum
While rising expenses and pressure on margins are near-term woes for the Investment Management industry, rising AUM balance and demand for higher-yielding investment vehicles will aid SEI Investments (SEIC), Invesco (IVZ) and Artisan Partners (APAM).
Neutral
PRNewsWire
1 week ago
SEI Files Exemptive Application for ETF Multi-Share Class
Fund Structure to Provide Investment Flexibility and Growth Opportunities for Investment Advisors OAKS, Pa. , Dec. 12, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the filing of an exemptive application with the Securities and Exchange Commission (SEC), seeking approval to establish an ETF multi-share class structure of mutual funds administered and distributed by SEI.
Charts implemented using Lightweight Charts™