Zacks Research Predicts Lower Earnings for SEI Investments

SEI Investments (NASDAQ:SEIC) – Research analysts at Zacks Research reduced their FY2025 earnings per share 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 earn $4.84 per share for the year, down from their previous forecast 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 posted its quarterly earnings results on Wednesday, January 29th. The asset manager reported $1.19 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.02). SEI Investments had a return on equity of 25.51% and a net margin of 27.35%.

Several other equities analysts have also weighed in on the stock. Piper Sandler upped their price objective on shares of SEI Investments from $77.00 to $87.00 and gave the company a “neutral” rating in a report on Monday, December 23rd. Raymond James upgraded shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price objective on the stock in a report on Thursday, January 30th. Keefe, Bruyette & Woods reissued a “market perform” rating and set a $90.00 target price (up from $86.00) on shares of SEI Investments in a research report on Thursday, January 30th. Morgan Stanley raised their price target on shares of SEI Investments from $75.00 to $80.00 and gave the company an “underweight” rating in a research report on Friday, January 3rd. Finally, Oppenheimer increased their price target on SEI Investments from $85.00 to $94.00 and gave the company an “outperform” rating in a research report on Tuesday, January 7th. One analyst has rated the stock with a sell rating, two have given a hold rating and three have issued a buy rating to the 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 Down 0.3 %

SEI Investments stock opened at $80.02 on Monday. The company has a market capitalization of $10.32 billion, a PE ratio of 18.10, a PEG ratio of 1.41 and a beta of 0.98. The firm’s fifty day moving average is $83.06 and its 200 day moving average is $76.84. SEI Investments has a 12-month low of $62.38 and a 12-month high of $87.25.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Creative Planning lifted its stake in SEI Investments by 2.3% in the third quarter. Creative Planning now owns 8,086 shares of the asset manager’s stock valued at $559,000 after purchasing an additional 182 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its position in shares of SEI Investments by 13.3% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 4,368 shares of the asset manager’s stock valued at $302,000 after buying an additional 513 shares during the last quarter. Private Advisor Group LLC lifted its position in shares of SEI Investments by 9.4% during the 3rd quarter. Private Advisor Group LLC now owns 3,550 shares of the asset manager’s stock valued at $246,000 after buying an additional 306 shares during the last quarter. International Assets Investment Management LLC grew its stake in shares of SEI Investments by 6,818.9% during the 3rd quarter. International Assets Investment Management LLC now owns 2,560 shares of the asset manager’s stock worth $177,000 after acquiring an additional 2,523 shares during the period. Finally, Mediolanum International Funds Ltd increased its holdings in SEI Investments by 3.1% in the 3rd quarter. Mediolanum International Funds Ltd now owns 20,659 shares of the asset manager’s stock worth $1,429,000 after acquiring an additional 625 shares during the last quarter. 70.59% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, Chairman Alfred P. West, Jr. sold 5,984 shares of the firm’s stock in a transaction dated Friday, December 6th. The shares were sold at an average price of $84.23, for a total transaction of $504,032.32. Following the completion of the sale, the chairman now owns 7,371,522 shares in the company, valued at approximately $620,903,298.06. This trade represents a 0.08 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Over the last quarter, insiders have sold 171,194 shares of company stock valued at $14,579,872. Insiders own 14.30% of the company’s stock.

SEI Investments Increases Dividend

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

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.