SEI Investments (SEIC) Expected to Announce Earnings on Wednesday

SEI Investments (NASDAQ:SEIC) is anticipated to release its Q2 2025 earnings data after the market closes on Wednesday, July 23rd. Analysts expect SEI Investments to post earnings of $1.14 per share and revenue of $550.72 million for the quarter.

SEI Investments (NASDAQ:SEIC) last issued its quarterly earnings data on Wednesday, April 23rd. The asset manager reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.12 by $0.05. SEI Investments had a net margin of 27.77% and a return on equity of 26.40%. The firm had revenue of $551.34 million during the quarter, compared to the consensus estimate of $556.76 million. During the same quarter in the previous year, the firm posted $0.99 EPS. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. On average, analysts expect SEI Investments to post $5 EPS for the current fiscal year and $5 EPS for the next fiscal year.

SEI Investments Stock Performance

NASDAQ:SEIC opened at $91.13 on Wednesday. The stock has a 50-day simple moving average of $86.37 and a two-hundred day simple moving average of $81.32. SEI Investments has a 52-week low of $62.38 and a 52-week high of $93.82. The firm has a market capitalization of $11.34 billion, a PE ratio of 19.81, a P/E/G ratio of 1.57 and a beta of 0.92.

SEI Investments Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 17th. Investors of record on Monday, June 9th were paid a dividend of $0.49 per share. The ex-dividend date was Monday, June 9th. This is an increase from SEI Investments’s previous quarterly dividend of $0.46. This represents a $1.96 dividend on an annualized basis and a dividend yield of 2.15%. SEI Investments’s payout ratio is 21.30%.

SEI Investments declared that its Board of Directors has initiated a share buyback plan on Tuesday, March 18th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the asset manager to purchase up to 5.3% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.

Insider Activity at SEI Investments

In other SEI Investments news, insider Sanjay Sharma sold 20,000 shares of the stock in a transaction dated Wednesday, May 14th. The shares were sold at an average price of $83.40, for a total transaction of $1,668,000.00. Following the completion of the transaction, the insider owned 23,895 shares of the company’s stock, valued at $1,992,843. This represents a 45.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Michael Peterson sold 50,000 shares of the stock in a transaction dated Thursday, May 15th. The shares were sold at an average price of $84.27, for a total transaction of $4,213,500.00. Following the transaction, the executive vice president directly owned 13,500 shares of the company’s stock, valued at $1,137,645. This trade represents a 78.74% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 232,126 shares of company stock worth $19,638,659 in the last three months. Insiders own 14.30% of the company’s stock.

Hedge Funds Weigh In On SEI Investments

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SEIC. Geneos Wealth Management Inc. boosted its position in shares of SEI Investments by 60.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after acquiring an additional 200 shares during the last quarter. Bison Wealth LLC bought a new position in SEI Investments during the fourth quarter valued at $207,000. Finally, Baird Financial Group Inc. bought a new position in SEI Investments during the first quarter valued at $201,000. 70.59% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have weighed in on SEIC. Keefe, Bruyette & Woods upped their price target on shares of SEI Investments from $80.00 to $84.00 and gave the stock a “market perform” rating in a research report on Friday, April 25th. William Blair reaffirmed a “market perform” rating on shares of SEI Investments in a report on Thursday, April 24th. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 target price (up previously from $84.00) on shares of SEI Investments in a report on Thursday, June 26th. Oppenheimer upped their target price on shares of SEI Investments from $96.00 to $101.00 and gave the stock an “outperform” rating in a report on Tuesday, July 8th. Finally, Wall Street Zen raised SEI Investments from a “hold” rating to a “buy” rating in a research note on Tuesday, May 20th. Three research analysts have rated the stock with a hold rating and four have given a buy rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $96.00.

SEI Investments Company Profile

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.