William Blair Forecasts SEI Investments Q1 Earnings

SEI Investments (NASDAQ:SEIC) – Analysts at William Blair issued their Q1 2025 earnings per share estimates for SEI Investments in a research report issued to clients and investors on Thursday, January 30th. William Blair analyst J. Schmitt expects that the asset manager will earn $1.19 per share for the quarter. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ Q2 2025 earnings at $1.19 EPS, Q3 2025 earnings at $1.23 EPS, Q4 2025 earnings at $1.33 EPS, Q1 2026 earnings at $1.28 EPS, Q2 2026 earnings at $1.30 EPS, Q3 2026 earnings at $1.35 EPS, Q4 2026 earnings at $1.47 EPS and FY2026 earnings at $5.40 EPS.

Several other research analysts also recently commented on SEIC. Morgan Stanley raised their price objective on SEI Investments from $75.00 to $80.00 and gave the stock an “underweight” rating in a report on Friday, January 3rd. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and issued a $90.00 price objective (up from $86.00) on shares of SEI Investments in a research note on Thursday, January 30th. Raymond James raised shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price target for the company in a research report on Thursday, January 30th. Oppenheimer lifted their target price on SEI Investments from $85.00 to $94.00 and gave the company an “outperform” rating in a research note on Tuesday, January 7th. Finally, Piper Sandler boosted their target price on SEI Investments from $77.00 to $87.00 and gave the stock a “neutral” rating in a research note on Monday, December 23rd. One analyst has rated the stock with a sell rating, two have assigned a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat.com, SEI Investments currently has a consensus rating of “Hold” and a consensus price target of $90.00.

SEI Investments Price Performance

SEI Investments stock opened at $86.14 on Monday. The stock has a market cap of $11.10 billion, a price-to-earnings ratio of 19.49, a price-to-earnings-growth ratio of 1.48 and a beta of 0.98. The firm has a 50-day moving average of $83.33 and a two-hundred day moving average of $75.17. SEI Investments has a 1 year low of $62.38 and a 1 year high of $87.25.

SEI Investments (NASDAQ:SEIC) last released its earnings results on Wednesday, January 29th. The asset manager reported $1.19 earnings per share for the quarter, missing the consensus estimate of $1.21 by ($0.02). SEI Investments had a return on equity of 25.51% and a net margin of 27.35%.

SEI Investments announced that its Board of Directors has initiated a share repurchase plan on Tuesday, October 22nd that permits the company to repurchase $400.00 million in outstanding shares. This repurchase authorization permits the asset manager to buy up to 4.3% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

SEI Investments Increases Dividend

The business also recently disclosed a semi-annual dividend, which was paid on Wednesday, January 8th. Stockholders of record on Friday, December 27th were issued a $0.49 dividend. This represents a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, December 27th. This is a boost from SEI Investments’s previous semi-annual dividend of $0.46. SEI Investments’s payout ratio is 22.17%.

Insider Transactions at SEI Investments

In related news, Chairman Alfred P. West, Jr. sold 5,984 shares of the business’s stock in a transaction on Friday, December 6th. The shares were sold at an average price of $84.23, for a total value of $504,032.32. Following the completion of the sale, the chairman now owns 7,371,522 shares of the company’s stock, valued at approximately $620,903,298.06. The trade was a 0.08 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders have sold 171,194 shares of company stock valued at $14,579,872 in the last 90 days. 14.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On SEI Investments

Several institutional investors have recently bought and sold shares of the company. First Horizon Advisors Inc. lifted its stake in SEI Investments by 101.3% in the 3rd quarter. First Horizon Advisors Inc. now owns 461 shares of the asset manager’s stock worth $32,000 after purchasing an additional 232 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its stake in SEI Investments by 925.9% during the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 554 shares of the asset manager’s stock worth $38,000 after acquiring an additional 500 shares during the last quarter. Allworth Financial LP raised its position in SEI Investments by 53.7% in the fourth quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock valued at $38,000 after purchasing an additional 158 shares during the period. Point72 DIFC Ltd acquired a new position in shares of SEI Investments in the 3rd quarter valued at $45,000. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of SEI Investments by 16.3% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,197 shares of the asset manager’s stock worth $77,000 after purchasing an additional 168 shares during the last quarter. 70.59% of the stock is currently owned by institutional investors and hedge funds.

About SEI Investments

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.