SEIC
Bearish signalScored 2026-09-20 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.
Research, not advice.
À propos
SEI Investments Company
- Nom
- SEI Investments Company
- Secteur
- Financial Services
- Industrie
- Asset Management
- Bourse
- NASDAQ
- Capitalisation
- $12.4B
- Employés
- 5,013
- PDG
- Ryan Hicke
- Site web
- https://www.seic.com
- Marché
- ALTIAMGAMPAPOBLKFHI
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. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 25 000 titres (~2 615 800,00 $ US)
- Insiders
- ROMEO CARMENMCCARTHY KATHRYNGUARINO CARL
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$21,164,134
Avg sell (VWAP, 90d window) $106.53 vs last close $102.07 (-4.2%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-09-01
- Liquidity
- Liquid $90,443,416/day · 20d vol
- Last synced
-
2026-10-07 21:10:52
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-30 | WEST ALFRED P JR | Sell · S | 5,483 | $103.16 | $565,637 | Form 4 |
| 2026-09-29 | WEST ALFRED P JR | Sell · S | 28,394 | $103.40 | $2,936,025 | Form 4 |
| 2026-09-22 | LANE MICHAEL | Sell · S | 2,400 | $102.78 | $246,672 | Form 4 |
| 2026-09-03 | Hicke Ryan | Sell · S | 37,500 | $110.71 | $4,151,662 | Form 4 |
| 2026-09-01 | ROMEO CARMEN | Sell · S | 5,000 | $109.70 | $548,500 | Form 4 |
| 2026-08-28 | Peterson Michael | Sell · S | 37,500 | $111.51 | $4,181,625 | Form 4 |
| 2026-08-05 | McCabe Philip | Sell · S | 5,043 | $105.50 | $532,036 | Form 4 |
| 2026-08-04 | McCabe Philip | Sell · S | 24,957 | $105.04 | $2,621,433 | Form 4 |
| 2026-08-03 | MCCARTHY KATHRYN | Sell · S | 10,000 | $103.53 | $1,035,350 | Form 4 |
| 2026-07-28 | GUARINO CARL | Sell · S | 10,000 | $103.19 | $1,031,950 | Form 4 |
| 2026-07-28 | Peterson Michael | Sell · S | 25,000 | $102.05 | $2,551,250 | Form 4 |
| 2026-07-28 | Warner Mark Andrew | Sell · S | 7,400 | $102.97 | $761,993 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2020-02-20 | Mikie Sherrill | Sale (Full) | $1,001 - $15,000 |
| 2020-01-15 | Mikie Sherrill | Purchase | $1,001 - $15,000 |
| 2019-12-12 | Mikie Sherrill | Sale (Full) | $1,001 - $15,000 |
Signal
Bearish signalScored 2026-09-20 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.
SEIC combines strong financial health (liquidity score 90, fundamentals trend 75) with a meaningful earnings catalyst (score 65, confidence 0.7) that recently drove 11.2% post-earnings gains and 52-week highs, supported…
The first sentence of the analysis written for SEIC on 2026-09-20 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
- Timing Unavailable or mixed. Weekly bias is flat
- Financial indicators Supports a bullish reading. Current ratio 3.29 · operating margin 27%
Suggested stop 100.29, nearest stored support minus 0.5 ATR(1.7% under the last close). Reward/risk to the next stored resistance is 2.77. Research, not advice. Not an order.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 59.2% | 53.1% | 51.3% | 52.5% | 56.7% | |
| Ebit Margin | 35.8% | 35.2% | 31.0% | 23.9% | 28.8% | |
| Ebitda Margin | 37.4% | 38.7% | 34.9% | 28.2% | 33.7% | |
| Operating Profit Margin | 27.3% | 26.0% | 22.1% | 23.9% | 28.8% | |
| Pretax Profit Margin | 39.9% | 35.1% | 31.0% | 30.6% | 36.2% | |
| Continuous Operations Profit Margin | 31.2% | 27.3% | 24.1% | 23.9% | 28.5% | |
| Net Profit Margin | 31.1% | 27.3% | 24.1% | 23.9% | 28.5% | |
| Bottom Line Profit Margin | 31.1% | 27.3% | 24.1% | 23.9% | 28.5% | |
| Current Ratio | 3.288 | 4.078 | 4.187 | 3.653 | 3.947 | |
| Quick Ratio | 3.288 | 4.078 | 4.187 | 3.653 | 3.947 | |
| Solvency Ratio | 1.353 | 1.518 | 1.381 | 1.311 | 1.294 | |
| Cash Ratio | 1.033 | 2.207 | 2.364 | 2.144 | 2.337 | |
| Price To Earnings Ratio | 14.240 | 18.452 | 18.209 | 16.705 | 15.747 | |
| Price To Earnings Growth Ratio | 0.493 | 0.657 | 0.000 | -1.701 | 0.586 | |
| Forward Price To Earnings Growth Ratio | 0.493 | 0.657 | 0.000 | -1.701 | 0.586 | |
| Price To Earnings Diluted Ratio | 14.568 | 18.703 | 18.367 | 16.850 | 15.995 | |
| Price To Earnings Diluted Growth Ratio | 0.527 | 0.681 | 0.000 | -1.834 | 0.592 | |
| Price To Book Ratio | 4.095 | 4.764 | 3.953 | 4.060 | 4.625 | |
| Price To Sales Ratio | 4.363 | 5.048 | 4.389 | 3.984 | 4.486 | |
| Price To Free Cash Flow Ratio | 17.132 | 18.962 | 21.704 | 16.136 | 14.823 | |
| Price To Operating Cash Flow Ratio | 16.494 | 17.239 | 18.849 | 14.013 | 13.593 | |
| Debt To Assets Ratio | 0.009 | 0.012 | 0.010 | 0.012 | 0.034 | |
| Debt To Equity Ratio | 0.012 | 0.014 | 0.012 | 0.015 | 0.042 | |
| Debt To Capital Ratio | 0.012 | 0.014 | 0.012 | 0.015 | 0.041 | |
| Long Term Debt To Capital Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.021 | |
| Financial Leverage Ratio | 1.332 | 1.192 | 1.182 | 1.220 | 1.265 | |
| Working Capital Turnover Ratio | 2.233 | 1.851 | 1.761 | 1.893 | 1.888 | |
| Operating Cash Flow Ratio | 1.569 | 1.636 | 1.266 | 1.423 | 1.780 | |
| Operating Cash Flow Sales Ratio | 0.265 | 0.293 | 0.233 | 0.284 | 0.330 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.963 | 0.909 | 0.868 | 0.868 | 0.917 | |
| Debt Service Coverage Ratio | 1,711.145 | 1,166.929 | 920.772 | 570.653 | 887.819 | |
| Interest Coverage Ratio | 1,625.158 | 980.002 | 728.172 | 635.184 | 982.915 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 21.275 | 19.367 | 17.632 | 19.434 | 8.017 | |
| Capital Expenditure Coverage Ratio | 26.835 | 11.002 | 7.603 | 7.601 | 12.051 | |
| Dividend Paid And Capex Coverage Ratio | 4.138 | 3.518 | 2.575 | 3.071 | 4.006 | |
| Dividend Payout Ratio | 0.174 | 0.207 | 0.248 | 0.231 | 0.193 | |
| Enterprise Value Multiple | 11.232 | 12.061 | 11.382 | 12.667 | 12.139 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 59.2% | ▲6.1% | ▲4.7% |
| Ebit Margin | 35.8% | ▲0.6% | ▲4.9% |
| Ebitda Margin | 37.4% | ▼-1.3% | ▲2.8% |
| Operating Profit Margin | 27.3% | ▲1.3% | ▲1.7% |
| Pretax Profit Margin | 39.9% | ▲4.8% | ▲5.3% |
| Continuous Operations Profit Margin | 31.2% | ▲3.9% | ▲4.2% |
| Net Profit Margin | 31.1% | ▲3.8% | ▲4.2% |
| Bottom Line Profit Margin | 31.1% | ▲3.8% | ▲4.2% |
| Current Ratio | 3.288 | ▼-0.790 | ▼-0.542 |
| Quick Ratio | 3.288 | ▼-0.790 | ▼-0.542 |
| Solvency Ratio | 1.353 | ▼-0.165 | ▼-0.018 |
| Cash Ratio | 1.032 | ▼-1.175 | ▼-0.985 |
| Price To Earnings Ratio | 14.240 | ▼-4.212 | ▼-2.431 |
| Price To Earnings Growth Ratio | 0.493 | ▼-0.164 | ▲0.486 |
| Forward Price To Earnings Growth Ratio | 0.493 | ▼-0.164 | ▲0.486 |
| Price To Earnings Diluted Ratio | 14.568 | ▼-4.135 | ▼-2.328 |
| Price To Earnings Diluted Growth Ratio | 0.527 | ▼-0.155 | ▲0.533 |
| Price To Book Ratio | 4.095 | ▼-0.669 | ▼-0.205 |
| Price To Sales Ratio | 4.363 | ▼-0.686 | ▼-0.091 |
| Price To Free Cash Flow Ratio | 17.132 | ▼-1.830 | ▼-0.619 |
| Price To Operating Cash Flow Ratio | 16.494 | ▼-0.745 | ▲0.456 |
| Debt To Assets Ratio | 0.009 | ▼-0.003 | ▼-0.006 |
| Debt To Equity Ratio | 0.012 | ▼-0.003 | ▼-0.007 |
| Debt To Capital Ratio | 0.011 | ▼-0.003 | ▼-0.007 |
| Long Term Debt To Capital Ratio | 0.000 | 0.000 | ▼-0.004 |
| Financial Leverage Ratio | 1.332 | ▲0.140 | ▲0.093 |
| Working Capital Turnover Ratio | 2.233 | ▲0.382 | ▲0.308 |
| Operating Cash Flow Ratio | 1.569 | ▼-0.066 | ▲0.035 |
| Operating Cash Flow Sales Ratio | 0.265 | ▼-0.028 | ▼-0.016 |
| Free Cash Flow Operating Cash Flow Ratio | 0.963 | ▲0.054 | ▲0.058 |
| Debt Service Coverage Ratio | 1711.145 | ▲544.216 | ▲659.682 |
| Interest Coverage Ratio | 1625.158 | ▲645.156 | ▲634.872 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Operating Cash Flow Coverage Ratio | 21.275 | ▲1.909 | ▲4.130 |
| Capital Expenditure Coverage Ratio | 26.835 | ▲15.833 | ▲13.817 |
| Dividend Paid And Capex Coverage Ratio | 4.138 | ▲0.620 | ▲0.677 |
| Dividend Payout Ratio | 0.174 | ▼-0.033 | ▼-0.037 |
| Enterprise Value Multiple | 11.232 | ▼-0.829 | ▼-0.664 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $10.02B | $10.73B | $8.43B | $7.93B | $8.61B | |
| Enterprise value | $9.65B | $9.92B | $7.62B | $7.11B | $7.85B | |
| EV / Sales | 4.20x | 4.67x | 3.97x | 3.57x | 4.09x | |
| EV / Op. cash flow | 15.88x | 15.94x | 17.04x | 12.56x | 12.40x | |
| EV / Free cash flow | 16.50x | 17.54x | 19.62x | 14.46x | 13.53x | |
| EV / EBITDA | 11.23x | 12.06x | 11.38x | 12.67x | 12.14x | |
| Net debt / EBITDA | -0.43x | -0.98x | -1.21x | -1.47x | -1.16x | |
| Current ratio | 3.29x | 4.08x | 4.19x | 3.65x | 3.95x | |
| Income quality | 0.85x | 1.07x | 0.97x | 1.19x | 1.16x | |
| Graham number | $51 | $42 | $36 | $34 | $34 | |
| Graham net-net | $4 | $7 | $7 | $6 | $5 | |
| Tax burden | 78.1% | 77.8% | 77.7% | 78.0% | 78.8% | |
| Interest burden | 111.4% | 99.9% | 99.9% | 128.1% | 125.4% | |
| Working capital | $886.1M | $1.17B | $1.13B | $1.06B | $1.05B | |
| Invested capital | $2.02B | $1.84B | $1.78B | $1.67B | $1.69B | |
| Return on assets | 21.9% | 21.6% | 18.3% | 19.9% | 23.2% | |
| Operating ROA | 21.1% | 21.2% | 17.3% | 20.1% | 24.5% | |
| Return on tangible assets | 31.1% | 26.4% | 22.4% | 24.1% | 28.4% | |
| Return on equity | 29.2% | 25.8% | 21.7% | 24.3% | 29.4% | |
| Return on invested capital | 17.0% | 18.6% | 15.2% | 18.6% | 21.7% | |
| Return on capital employed | 21.8% | 23.9% | 19.6% | 24.0% | 27.7% | |
| Earnings yield | 7.1% | 5.4% | 5.5% | 6.0% | 6.4% | |
| Free cash flow yield | 5.8% | 5.3% | 4.6% | 6.2% | 6.7% | |
| Capex / Op. cash flow | 3.7% | 9.1% | 13.2% | 13.2% | 8.3% | |
| Capex / Depreciation | 29.4% | 75.2% | 79.5% | 84.7% | 56.7% | |
| Capex / Sales | 1.0% | 2.7% | 3.1% | 3.7% | 2.7% | |
| SG&A / Sales | 29.5% | 12.7% | 13.7% | 14.1% | 13.8% | |
| R&D / Sales | 0.3% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 2.3% | 2.8% | 1.6% | 2.0% | 2.2% | |
| Intangibles / Total assets | 29.4% | 18.0% | 18.2% | 17.1% | 18.2% | |
| Days sales outstanding | 123d | 107d | 106d | 95d | 95d | |
| Days payables outstanding | 2d | 5d | 4d | 5d | 5d | |
| Operating cycle | 123d | 107d | 106d | 95d | 95d | |
| Cash conversion cycle | 121d | 102d | 102d | 90d | 91d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-08-31 SEIC Shares Hit a New 52-Week High: Is There Further Upside Potential? SEI Investments stock touches a new 52-week high as revenues, client assets, and LSV flows strengthen, with technology and outsourcing growth supporting its outlook.
- 2026-08-31 3 Asset Management Stocks to Watch as They Hit New 52-Week Highs VCTR, IVZ and SEIC hit fresh 52-week highs as strong asset flows, rising AUM and strategic moves fuel growth.
- 2026-08-28 SEI Investments: Alternatives Drive Platform Growth SEI Investments Company is rated BUY following robust 2Q26 results that exceeded expectations, driven by strong alternative and private equity market growth. SEIC''s operating leverage is accelerating, with adjusted EPS up 38% and operating income up 36% year-over-year, fueled by double-digit revenue growth in key segments. The company''s high cash flow, low leverage, and record dividends support continued shareholder returns, while a strong deal pipeline signals further upside.
- 2026-08-27 Azora Capital LP Purchases Shares of 443,189 SEI Investments Company $SEIC Azora Capital LP acquired a new position in shares of SEI Investments Company (NASDAQ: SEIC) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 443,189 shares of the asset manager''s stock, valued at approximately $38,872,000. SEI Investments accounts for about 1.6% of Azora
- 2026-08-23 Callan Family Office LLC Makes New $2.89 Million Investment in SEI Investments Company $SEIC Callan Family Office LLC bought a new position in SEI Investments Company (NASDAQ: SEIC) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 32,957 shares of the asset manager''s stock, valued at approximately $2,891,000. Several other hedge funds also
- 2026-08-21 Why Is SEI (SEIC) Up 11.2% Since Last Earnings Report? SEI (SEIC) reported earnings 30 days ago. What''s next for the stock?
- 2026-08-12 SEI Expands Advisor Services Ecosystem with AI Assistant Zocks SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement OAKS, Pa., Aug. 12, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more efficiently.
- 2026-08-07 Record Quarter Pushes SEI Shares Higher SEI Investments Company (SEIC) up 24% in last six months thanks to Big Money inflows.
- 2026-08-06 SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach OAKS, Pa., Aug. 6, 2026 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of the SEI Ang Research Enhanced U.S. Large Cap ETF (NASDAQ: ANGU), the first ETF in a planned suite of research-enhanced investment solutions.
- 2026-08-04 WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans Collaboration Aims to Broaden Access to Alternative Products in Retirement Ecosystem OAKS, Pa., Aug. 4, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) and WTW Investments, a global advisory, broking, and solutions company, today announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S. defined contribution market.