Mitsubishi UFJ Trust & Banking Corp Invests $786,000 in SEI Investments Company $SEIC

Mitsubishi UFJ Trust & Banking Corp acquired a new position in SEI Investments Company (NASDAQ:SEIC) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 9,267 shares of the asset manager’s stock, valued at approximately $786,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Root Financial Partners LLC bought a new position in shares of SEI Investments during the 3rd quarter worth approximately $28,000. SJS Investment Consulting Inc. boosted its stake in SEI Investments by 142.9% during the third quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager’s stock worth $30,000 after acquiring an additional 210 shares in the last quarter. CoreFirst Bank & Trust bought a new position in SEI Investments during the second quarter worth $34,000. Addison Advisors LLC grew its holdings in SEI Investments by 117.6% in the second quarter. Addison Advisors LLC now owns 457 shares of the asset manager’s stock worth $41,000 after purchasing an additional 247 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in SEI Investments by 60.2% in the first quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after purchasing an additional 200 shares in the last quarter. Institutional investors and hedge funds own 70.59% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on SEIC shares. Raymond James Financial reissued an “outperform” rating and set a $117.00 price objective on shares of SEI Investments in a research report on Monday, January 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of SEI Investments in a research note on Thursday, January 22nd. Morgan Stanley raised their price objective on SEI Investments from $115.00 to $117.00 and gave the company an “overweight” rating in a research note on Tuesday, January 6th. Zacks Research downgraded SEI Investments from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 11th. Finally, Piper Sandler upped their target price on SEI Investments from $102.00 to $109.00 and gave the stock an “overweight” rating in a research report on Thursday. Six research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $109.20.

SEI Investments Stock Performance

NASDAQ SEIC opened at $87.85 on Friday. The company has a fifty day moving average price of $83.98 and a 200-day moving average price of $85.09. The firm has a market cap of $10.76 billion, a price-to-earnings ratio of 15.60 and a beta of 0.97. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.29 and a quick ratio of 5.62. SEI Investments Company has a 1 year low of $64.66 and a 1 year high of $93.96.

SEI Investments (NASDAQ:SEIC) last released its quarterly earnings results on Wednesday, January 28th. The asset manager reported $1.38 earnings per share for the quarter, topping the consensus estimate of $1.34 by $0.04. The business had revenue of $607.93 million for the quarter, compared to analysts’ expectations of $596.97 million. SEI Investments had a net margin of 31.14% and a return on equity of 30.26%. The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the previous year, the company earned $1.19 earnings per share. As a group, equities research analysts predict that SEI Investments Company will post 4.86 EPS for the current fiscal year.

SEI Investments Announces Dividend

The firm also recently declared a dividend, which was paid on Monday, January 12th. Investors of record on Monday, December 29th were given a dividend of $0.52 per share. This represents a dividend yield of 124.0%. The ex-dividend date of this dividend was Monday, December 29th. SEI Investments’s dividend payout ratio (DPR) is presently 18.47%.

SEI Investments announced that its board has initiated a share repurchase program on Friday, October 24th that authorizes the company to buyback $650.00 million in shares. This buyback authorization authorizes the asset manager to reacquire up to 6.4% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Insider Activity at SEI Investments

In other SEI Investments news, Chairman Alfred P. West, Jr. sold 24,770 shares of the business’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $80.87, for a total value of $2,003,149.90. Following the transaction, the chairman owned 6,942,812 shares of the company’s stock, valued at approximately $561,465,206.44. The trade was a 0.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 14.60% of the company’s stock.

SEI Investments News Roundup

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

• Positive Sentiment: Q4 results beat expectations: SEI reported $1.38 EPS vs. $1.34 consensus, revenue rose ~9% year-over-year and assets under management climbed ~16%, supporting the revenue and margin story. SEI Investments Beats on Q4 Earnings as Revenues & AUM Grow Y/Y
• Positive Sentiment: Management signaled continued sales momentum and strategic focus for 2026 after record Q4 results, which supports organic growth expectations. SEI Investments signals continued sales momentum and strategic focus for 2026 following record Q4 results
• Positive Sentiment: Analyst sentiment and price-targets remain constructive: a recent roundup highlights a consensus upside (~27% in one note), indicating Wall Street sees further appreciation if execution continues. Wall Street Analysts Think SEI (SEIC) Could Surge 27.18%: Read This Before Placing a Bet
• Positive Sentiment: Strategic partnerships expand product set: SEI partnered with TIFIN Give to offer white-labeled donor-advised fund solutions to bank and trust clients — a distribution and product expansion play. TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions to Bank and Trust Clients
• Neutral Sentiment: Call/transcript and presentations are available for detail-oriented investors; they confirm beats and management commentary but add limited new information beyond the headline results. SEI Investments (SEIC) Q4 2025 Earnings Transcript
• Neutral Sentiment: Momentum-focused write-ups and analyst-review roundups highlight SEI’s style scores and analyst views, useful for positioning but not immediate catalysts. Here’s Why SEI Investments (SEIC) is a Strong Momentum Stock
• Neutral Sentiment: Analyst review summaries provide varied perspectives; they’re helpful for medium-term conviction but show no broad negative consensus. Demystifying SEI Investments: Insights From 5 Analyst Reviews
• Negative Sentiment: Higher expenses tied to the Stratos deal are weighing on near-term profitability and offset some benefits of revenue/AUM growth; investors may be concerned about integration costs and margin pressure. SEI (SEIC) Reports Q4 Earnings: What Key Metrics Have to Say

SEI Investments Profile

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.