SEIC
VENTE TOTALE: 25 000 titres (~2 615 800,00 $ US)
- Insiders
- ROMEO CARMEN, MCCARTHY KATHRYN, GUARINO CARL
- Total bought
- —
- Total sold
- $2,615,800
- Last activity
- 2026-09-01
- Last synced
-
2026-09-07 10:23:47
Insider holdings as a share of total assets aren't available for this company.
Price (1 year)
Live chart from TradingView - pulls its own market data, independent of this site's database. Symbol resolution is best-effort (defaults to NASDAQ) since we don't store the exchange prefix.
Market snapshot
Signal
Bullish signal Scored 2026-09-06
SEIC combines exceptional liquidity (90) and solid fundamental trends (75) with a meaningful earnings catalyst (65, confidence 0.75), as back-to-back strong quarterly beats and record alternative asset growth have…
The first sentence of the analysis written for SEIC on 2026-09-06 - 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.
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
Valuation
Market cap ▼-6.6%EV / Sales ▼-10.0%EV / EBITDA ▼-6.9%EV / Op. cash flow ▼-0.058Earnings yield ▲+0.017Graham number ▲+9.642
Profitability
Return on equity ▲+0.034Return on assets ▲+0.003Return on invested capital ▼-0.015Return on capital employed ▼-0.021Operating ROA ▼-0.001Income quality ▼-0.224Tax burden ▲+0.002
Efficiency
Days sales outstanding ▲+16.034Days payables outstanding ▼-2.685Operating cycle ▲+16.034Cash conversion cycle ▲+18.719Capex / Sales ▼-0.017R&D / Sales n/a
Balance-sheet strength
Current ratio ▼-0.790Net debt / EBITDA ▲+0.550Working capital ▼-285171000.000Invested capital ▲+177015000.000Intangibles / Total assets ▲+0.114
Change over 5 years
Valuation
Market cap ▲+16.5%EV / Sales ▲+2.6%EV / EBITDA ▼-7.5%EV / Op. cash flow ▲+3.479Earnings yield ▲+0.008Graham number ▲+17.488
Profitability
Return on equity ▼-0.002Return on assets ▼-0.013Return on invested capital ▼-0.046Return on capital employed ▼-0.058Operating ROA ▼-0.034Income quality ▼-0.311Tax burden ▼-0.007
Efficiency
Days sales outstanding ▲+27.563Days payables outstanding ▼-2.428Operating cycle ▲+27.563Cash conversion cycle ▲+29.991Capex / Sales ▼-0.018R&D / Sales n/a
Balance-sheet strength
Current ratio ▼-0.659Net debt / EBITDA ▲+0.731Working capital ▼-162360000.000Invested capital ▲+330111000.000Intangibles / Total assets ▲+0.111
Employee count
Peer market caps
Congressional trades
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 |
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.