SEI Investments Company
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Range $114 – $124
Price Chart
About the company
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise.
- CEO
- Ryan Hicke
- IPO
- 1981
- Employees
- 5,066
- HQ
- Oaks, PA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $11.84B
- P/E
- 16.44
- Fwd P/E
- 16.35
- PEG
- 0.58
- P/S
- 5.00
- P/B
- 4.89
- EV/EBITDA
- 11.60
- Div Yield
- 1.06%
- Gross Margin
- 60.34%
- Op Margin
- 27.84%
- Net Margin
- 31.17%
- ROE
- 30.64%
- ROIC
- 17.10%
Latest fiscal year · YoY change
- Revenue
- $2.30B+8.1%
- Gross Profit
- $1.36B+20.6%
- Op Income
- $627.31M
- Net Income
- $715.30M+23.1%
- EPS
- $5.76+28.9%
- OCF Growth
- -2.4%
- FCF Growth
- +3.4%
- 52W High
- $100.79
- 52W Low
- $75.08
- 50D MA
- $91.38
- 200D MA
- $84.75
- Beta
- 0.97
- RSI (14)
- 64
- Avg Volume
- 762.37K
Earnings call summaries
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- Free Float
- 82.9%
- Shares Outstanding
- 120.27M
- Float Shares
- 99.68M
of shares held by institutions
572 13F filers
Buy/sell ratio 0.40. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Congressional trading
Senate and House stock disclosures for SEIC, newest first.
Source: public STOCK Act disclosures. Filed weeks after the trade — a lagging signal, not a real-time one.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Vanguard Group Inc | 11.07M | ▼ 189.23K |
| Blackrock, Inc. | 10.11M | ▲ 472.50K |
| Loomis Sayles & Co L P | 8.63M | ▼ 115.75K |
| Morgan Stanley | 4.79M | ▼ 282.90K |
| State Street Corp | 4.19M | ▼ 97.89K |
| Bank Of America Corp | 2.92M | ▼ 1.82K |
| Geode Capital Management, LLC | 2.83M | ▼ 63.98K |
| Lord, Abbett & Co. LLC | 2.20M | ▲ 287.01K |
| Fmr LLC | 2.09M | ▲ 749.33K |
| Dimensional Fund Advisors LP | 1.87M | ▲ 20.05K |
| First Trust Advisors LP | 1.82M | ▲ 21.73K |
| Beutel, Goodman & Co Ltd. | 1.77M | ▼ 109.27K |
Held by 490 ETFs
Biggest fund positions in SEIC by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 26, 26 | WEST ALFRED P JR | sell | 46,162 |
| Jun 26, 26 | WEST ALFRED P JR | sell | 3,838 |
| Jun 29, 26 | WEST ALFRED P JR | sell | 5,652 |
| Jun 29, 26 | WEST ALFRED P JR | sell | 1,680 |
| Jun 9, 26 | DORAN WILLIAM | sell | 5,000 |
| May 4, 26 | MCCARTHY KATHRYN | other | 5,000 |
| May 4, 26 | MCCARTHY KATHRYN | other | 5,000 |
| May 4, 26 | MCCARTHY KATHRYN | sell | 10,000 |
| May 4, 26 | MCCARTHY KATHRYN | other | 5,000 |
| Apr 28, 26 | Warner Mark Andrew | other | 4,000 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our SEIC coverage
Recent articles, reports, and earnings notes.
ETFis Series Trust I IPO: The Bull and Bear Case
ETFis Series Trust I is expected to list on NYSE on 2026-07-15, but the price range has not been disclosed. The setup is unusual: this looks like an existing ETF trust, not a traditional operating-company IPO, so the key question is whether investors are actually getting a new fund launch rather than a classic public debut.
What to Watch as First Trust Exchange-Traded Fund II Prices
First Trust Exchange-Traded Fund II (NYSE: FSPC) is expected to list on 2026-07-09, but the price range has not been disclosed. The trust is not presenting like a traditional operating-company IPO; it is a long-running ETF platform with ongoing fund registrations. Watch whether the market treats this as a routine fund launch or a broader thematic ETF story.
Should You Buy the Tidal Trust I IPO? Here's the Setup
Tidal Trust I is expected to list on the NYSE on 2026-07-07, but the price range has not been disclosed. The setup is unusual: this is a fund trust, not a traditional operating-company IPO. Watch whether investors want a tactical ETF product, or pass on a structure that is already live in SEC filings.
Want a deeper read on SEIC?
Generate a full analyst-grade report — bull/bear case, price targets, valuation depth, and a complete financial breakdown.
Seeking Clues to SEI (SEIC) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
zacks.com · Jul 21
Critical Survey: Hamilton Lane (NASDAQ:HLNE) and SEI Investments (NASDAQ:SEIC)
defenseworld.net · Jul 17
Earnings Preview: SEI Investments (SEIC) Q2 Earnings Expected to Decline
zacks.com · Jul 15
SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)
prnewswire.com · Jul 14
Why SEI Investments (SEIC) is a Top Momentum Stock for the Long-Term
zacks.com · Jul 13
SEI Investments Company (SEIC) Hit a 52 Week High, Can the Run Continue?
zacks.com · Jul 8
SEI to Announce Second-Quarter 2026 Earnings on Wednesday, July 22, 2026
prnewswire.com · Jul 8
SEI Expands SEC-Registered Transfer Agency
prnewswire.com · Jun 30
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.
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