SEI InvestmentsSEIC
SEIC
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 4 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]
92% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 48
18% more capital invested
Capital invested by funds: $6.35B [Q3] → $7.48B (+$1.13B) [Q4]
7% more funds holding
Funds holding: 493 [Q3] → 527 (+34) [Q4]
0.29% less ownership
Funds ownership: 70.59% [Q3] → 70.3% (-0.29%) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 183
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
4%
upside
Avg. target
$91
17%
upside
High target
$99
28%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Keefe, Bruyette & Woods Aidan Hall 53% 1-year accuracy 9 / 17 met price target | 16%upside $90 | Market Perform Reiterated | 30 Jan 2025 |
Raymond James Patrick O'Shaughnessy 67% 1-year accuracy 12 / 18 met price target | 28%upside $99 | Outperform Upgraded | 30 Jan 2025 |
Oppenheimer Owen Lau 54% 1-year accuracy 27 / 50 met price target | 22%upside $94 | Outperform Maintained | 7 Jan 2025 |
Morgan Stanley Rayna Kumar 65% 1-year accuracy 15 / 23 met price target | 4%upside $80 | Underweight Maintained | 3 Jan 2025 |
Financial journalist opinion
Based on 7 articles about SEIC published over the past 30 days
Positive
Schaeffers Research
15 hours ago
Power Ranking Our Top Stock Picks of 2025
Subscribers to Chart of the Week received this commentary on Sunday, March 30.
Neutral
PRNewsWire
1 day ago
SEI Expands Direct Index Equity SMA Options
New SEI-Managed and Third-Party Investment Options Elevate Experience and Tax Optimization for Advisors and Investors OAKS, Pa. , March 31, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the continued expansion of its direct index separately managed account (SMA) strategies, as well as enhancements to its unified managed account (UMA) solutions, to integrate these strategies into model portfolios constructed to better serve financial advisors and their clients with sophisticated, scalable, and tax-efficient investment solutions.
Neutral
PRNewsWire
2 weeks ago
SEI Increases Stock Share Repurchase Program by $500 Million
OAKS, Pa. , March 18, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company approved an increase in its stock repurchase program by an additional $500 million, increasing the available authorization under the program to approximately $556 million, which includes $56 million remaining under the company's existing share repurchase authorization. About SEI® SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
Positive
Zacks Investment Research
2 weeks ago
SEI Investments Introduces SEI Strategies With Capital Group
SEIC rolls out SEI Strategies in partnership with Capital Group to boost tax solutions for investors through model portfolios.
Neutral
PRNewsWire
2 weeks ago
SEI Launches SEI Strategies with Capital Group
Leading Global Investment Providers Expand Strategic Partnership to Launch All-ETF Model Portfolios OAKS, Pa. , March 17, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of SEI Strategies with Capital Group®, a new lineup of model portfolios that complements its existing suite of core building block solutions for investor portfolios.
Neutral
Zacks Investment Research
3 weeks ago
AB vs. SEIC: Which Stock Is the Better Value Option?
Investors looking for stocks in the Financial - Investment Management sector might want to consider either AllianceBernstein (AB) or SEI Investments (SEIC). But which of these two stocks offers value investors a better bang for their buck right now?
Neutral
PRNewsWire
4 weeks ago
SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets
SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets OAKS, Pa., March 3, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of its alternative investment product marketplace through SEI AccessTM, its enhanced platform designed to provide an end-to-end investment experience and increased access for wealth managers and financial advisors.
Positive
Zacks Investment Research
1 month ago
SEI Investments to Sell Its Family Office Service Business to Aquiline
SEIC agrees to divest its Family Office Service business for $120 million to Acquiline, aiming to reallocate capital to higher growth opportunities regions.
Negative
Zacks Investment Research
1 month ago
Why Is SEI (SEIC) Down 7.9% Since Last Earnings Report?
SEI (SEIC) reported earnings 30 days ago. What's next for the stock?
Neutral
PRNewsWire
1 month ago
Aquiline to Acquire SEI's Family Office Services Business
PHILADELPHIA and OAKS, Pa. , Feb. 27, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, and SEI ® (NASDAQ:SEIC) today announced that the companies have entered into a definitive agreement for Aquiline to acquire SEI's Family Office Services business.
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