SEI Investments Q3 EPS Estimate Lowered by Zacks Research

SEI Investments Company (NASDAQ:SEIC) – Stock analysts at Zacks Research cut their Q3 2026 earnings per share estimates for shares of SEI Investments in a research report issued to clients and investors on Tuesday, December 16th. Zacks Research analyst Team now forecasts that the asset manager will post earnings of $1.38 per share for the quarter, down from their prior estimate of $1.39. Zacks Research has a “Hold” rating on the stock. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q1 2027 earnings at $1.43 EPS.

A number of other brokerages have also issued reports on SEIC. Keefe, Bruyette & Woods raised SEI Investments from a “market perform” rating to an “outperform” rating and increased their price target for the company from $93.00 to $97.00 in a research note on Tuesday. Morgan Stanley lifted their price target on SEI Investments from $105.00 to $115.00 and gave the stock an “overweight” rating in a research note on Friday, September 19th. Raymond James Financial raised their target price on shares of SEI Investments from $118.00 to $120.00 and gave the stock an “outperform” rating in a report on Tuesday, October 14th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a report on Wednesday, October 8th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, SEI Investments has a consensus rating of “Moderate Buy” and an average target price of $105.20.

SEI Investments Stock Down 0.1%

SEI Investments stock opened at $83.44 on Thursday. SEI Investments has a 52 week low of $64.66 and a 52 week high of $93.96. The stock has a market cap of $10.22 billion, a price-to-earnings ratio of 15.34 and a beta of 0.98. The company’s 50-day moving average price is $81.53 and its two-hundred day moving average price is $85.57. The company has a current ratio of 5.73, a quick ratio of 5.62 and a debt-to-equity ratio of 0.04.

SEI Investments (NASDAQ:SEIC) last issued its quarterly earnings data on Wednesday, October 22nd. The asset manager reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.25 by $0.05. The business had revenue of $578.51 million for the quarter, compared to analysts’ expectations of $578.75 million. SEI Investments had a net margin of 31.09% and a return on equity of 30.21%. The company’s revenue was up 7.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.19 earnings per share.

SEI Investments declared that its board has authorized a stock buyback plan on Friday, October 24th that authorizes the company to buyback $650.00 million in outstanding shares. This buyback authorization authorizes the asset manager to repurchase up to 6.4% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board of directors believes its shares are undervalued.

SEI Investments Announces Dividend

The business also recently disclosed a dividend, which will be paid on Monday, January 12th. Investors of record on Monday, December 29th will be given a dividend of $0.52 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a yield of 125.0%. SEI Investments’s payout ratio is presently 18.01%.

Insider Buying and Selling at SEI Investments

In other SEI Investments news, Director Kathryn Mccarthy sold 10,000 shares of the stock in a transaction that occurred on Monday, September 29th. The shares were sold at an average price of $85.66, for a total value of $856,600.00. Following the completion of the sale, the director owned 75,641 shares in the company, valued at $6,479,408.06. This represents a 11.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Carl Guarino sold 10,000 shares of the business’s stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $86.41, for a total transaction of $864,100.00. Following the transaction, the director owned 16,042 shares in the company, valued at approximately $1,386,189.22. This represents a 38.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 44,770 shares of company stock worth $3,723,850. 14.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On SEI Investments

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Root Financial Partners LLC bought a new stake in shares of SEI Investments in the 3rd quarter valued at approximately $28,000. SJS Investment Consulting Inc. lifted its stake in SEI Investments by 142.9% in the third quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager’s stock valued at $30,000 after acquiring an additional 210 shares during the last quarter. CoreFirst Bank & Trust bought a new stake in SEI Investments in the second quarter worth approximately $34,000. Community Bank N.A. acquired a new position in shares of SEI Investments during the 3rd quarter worth $35,000. Finally, Allworth Financial LP raised its holdings in shares of SEI Investments by 44.0% during the 3rd quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock valued at $37,000 after purchasing an additional 132 shares in the last quarter. 70.59% of the stock is owned by hedge funds and other institutional investors.

SEI Investments News Summary

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: Company raised its semi‑annual dividend ~6.1% to $0.52 and announced expanded buybacks, with analysts citing strong earnings and ample liquidity — a clear shareholder-return catalyst that supports the stock. Article Title
• Positive Sentiment: Keefe, Bruyette & Woods upgraded SEI, which tends to lift sentiment among institutional holders and can support near‑term buying pressure. Article Title
• Positive Sentiment: At least one analyst raised FY2025 EPS estimates for SEI, reflecting expectations for continued earnings strength — this bolsters valuation support. Article Title
• Neutral Sentiment: The company formally declared the $0.52 semi‑annual dividend with a Dec. 29 ex‑dividend date and Jan. 12 payment date — a known cash return that will affect share ownership around the ex‑date but is already largely priced in.
• Neutral Sentiment: Industry coverage notes and benchmarking pieces comparing custody banks (including SEI) provide context on competitive positioning but are informational rather than immediate price drivers. Article Title
• Neutral Sentiment: Comparative industry pieces (e.g., KKR vs SEI) are circulating; useful for longer‑term positioning but not immediate catalysts. Article Title
• Negative Sentiment: Coverage of the founder’s exit has spooked some investors; while management changes can be offset by higher shareholder payouts, leadership departures often introduce short‑term uncertainty. Article Title
• Negative Sentiment: Zacks made small mixed estimate moves — a slight cut to a near‑term quarter and a small raise elsewhere — which signals limited near‑term earnings risk and may cap upside until clarity on growth resumes.

About SEI Investments

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.