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 $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
Employees: 5,089
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
646% more call options, than puts
Call options by funds: $5.85M | Put options by funds: $784K
400% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 5 (+4) [Q4]
85% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 48
17% more capital invested
Capital invested by funds: $6.35B [Q3] → $7.45B (+$1.1B) [Q4]
5% more funds holding
Funds holding: 492 [Q3] → 517 (+25) [Q4]
0.58% less ownership
Funds ownership: 70.67% [Q3] → 70.08% (-0.58%) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 182
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
0%
upside
Avg. target
$90
12%
upside
High target
$99
23%
upside
5 analyst ratings
2 positive
40%
2 neutral
40%
1 negative
20%
Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target | 12%upside $90 | Market Perform Reiterated | 30 Jan 2025 |
Raymond James Patrick O'Shaughnessy 82% 1-year accuracy 14 / 17 met price target | 23%upside $99 | Outperform Upgraded | 30 Jan 2025 |
Oppenheimer Owen Lau 72% 1-year accuracy 38 / 53 met price target | 17%upside $94 | Outperform Maintained | 7 Jan 2025 |
Morgan Stanley Rayna Kumar 83% 1-year accuracy 20 / 24 met price target | 0%downside $80 | Underweight Maintained | 3 Jan 2025 |
Piper Sandler Crispin Love 63% 1-year accuracy 19 / 30 met price target | 8%upside $87 | Neutral Maintained | 23 Dec 2024 |
Financial journalist opinion
Based on 6 articles about SEIC published over the past 30 days
Neutral
PRNewsWire
2 weeks ago
SEI Expands Advisor Services with Three Strategic Partnerships
Access to More Service Providers Helps Advisors Reduce Costs, Save Time, and Increase Efficiencies OAKS, Pa. , Feb. 6, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth.
Negative
Zacks Investment Research
3 weeks ago
SEI Investments' Q4 Earnings Miss as Expenses Increase Y/Y
SEIC's fourth-quarter results lag estimates due to higher expenses. Yet, an increase in revenues and AUM is a positive.
Positive
Zacks Investment Research
3 weeks ago
SEI (SEIC) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for SEI (SEIC) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
Seeking Alpha
3 weeks ago
SEI Investments Company (SEIC) Q4 2024 Earnings Call Transcript
SEI Investments Company (NASDAQ:SEIC ) Q4 2024 Earnings Conference Call January 29, 2024 5:00 PM ET Corporate Participants Brad Burke - Head of Investor Relations Ryan Hicke - Chief Executive Officer Sean Denham - EVP, Chief Financial Officer Jay Cipriano - EVP, Head of SEI's Institutional business Paul Klauder - EVP, Head of SEI's Advisor business Michael Lane - EVP, Head of Asset Management Phil McCabe - EVP, Head of SEI's Investment Manager Services Sanjay Sharma - EVP and Global Head of Private Banking & Wealth Management, SEI Conference Call Participants Owen Lau - Oppenheimer Aiden Hall - KBW Jeff Schmitt - William Blair Ryan Kenny - Morgan Stanley Patrick O'Shaughnessy - Raymond James Operator Good day, and welcome to the Q4 2024 SEI Earnings Conference Call. At this time, all participants are in a listen-only mode.
Negative
Zacks Investment Research
3 weeks ago
SEI Investments (SEIC) Q4 Earnings Miss Estimates
SEI Investments (SEIC) came out with quarterly earnings of $1.19 per share, missing the Zacks Consensus Estimate of $1.20 per share. This compares to earnings of $0.91 per share a year ago.
Neutral
PRNewsWire
3 weeks ago
SEI Reports Fourth-Quarter 2024 Financial Results
OAKS, Pa. , Jan. 29, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the fourth quarter 2024. Relative to the fourth quarter 2023, EPS increased by 31%, and revenue and operating income grew by 15% and 43%, respectively, with operating margins increasing to 26%.
Neutral
Zacks Investment Research
1 month ago
SEI Investments (SEIC) Earnings Expected to Grow: Should You Buy?
SEI (SEIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 month 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 month 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 month 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.
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