SEI Investments (NASDAQ:SEIC) Given “Market Perform” Rating at William Blair

William Blair reaffirmed their market perform rating on shares of SEI Investments (NASDAQ:SEIC) in a report released on Thursday,RTT News reports. William Blair also issued estimates for SEI Investments’ Q2 2025 earnings at $1.14 EPS and Q4 2025 earnings at $1.27 EPS.

A number of other equities analysts have also commented on SEIC. Raymond James upgraded shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price objective on the stock in a report on Thursday, January 30th. Keefe, Bruyette & Woods reiterated a “market perform” rating and issued a $90.00 price target (up previously from $86.00) on shares of SEI Investments in a research note on Thursday, January 30th. Oppenheimer reissued an “outperform” rating on shares of SEI Investments in a report on Thursday. Morgan Stanley restated an “overweight” rating and set a $82.00 price objective (up from $77.00) on shares of SEI Investments in a report on Thursday. Finally, StockNews.com downgraded shares of SEI Investments from a “buy” rating to a “hold” rating in a research report on Wednesday, April 16th. Three equities research analysts have rated the stock with a hold rating and four have issued a buy rating to the company. According to MarketBeat, SEI Investments has an average rating of “Moderate Buy” and an average price target of $88.80.

SEI Investments Stock Performance

SEIC stock opened at $78.70 on Thursday. The stock has a 50-day simple moving average of $75.32 and a 200-day simple moving average of $78.86. The firm has a market cap of $9.90 billion, a P/E ratio of 17.81, a price-to-earnings-growth ratio of 1.41 and a beta of 0.90. SEI Investments has a 1 year low of $62.38 and a 1 year high of $87.25.

SEI Investments (NASDAQ:SEIC) last issued its quarterly earnings data on Wednesday, April 23rd. The asset manager reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.12 by $0.05. SEI Investments had a net margin of 27.35% and a return on equity of 25.51%. The company had revenue of $551.34 million during the quarter, compared to the consensus estimate of $556.76 million. On average, equities research analysts predict that SEI Investments will post 4.86 EPS for the current year.

SEI Investments announced that its board has initiated a stock buyback plan on Tuesday, March 18th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the asset manager to purchase up to 5.3% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s management believes its stock is undervalued.

Insider Activity at SEI Investments

In other SEI Investments news, Chairman Alfred P. West, Jr. sold 1,372 shares of the firm’s stock in a transaction dated Wednesday, March 5th. The shares were sold at an average price of $76.28, for a total value of $104,656.16. Following the transaction, the chairman now owns 7,078,708 shares of the company’s stock, valued at $539,963,846.24. This trade represents a 0.02 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Mark Andrew Warner sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, March 3rd. The shares were sold at an average price of $80.39, for a total value of $401,950.00. Following the transaction, the insider now directly owns 1,300 shares of the company’s stock, valued at $104,507. This trade represents a 79.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 79,214 shares of company stock valued at $6,293,903. Corporate insiders own 14.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. CoreFirst Bank & Trust bought a new stake in SEI Investments in the fourth quarter valued at $31,000. Allworth Financial LP increased its holdings in shares of SEI Investments by 53.7% in the 4th quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock worth $38,000 after acquiring an additional 158 shares during the period. Versant Capital Management Inc lifted its position in SEI Investments by 156.1% in the 1st quarter. Versant Capital Management Inc now owns 543 shares of the asset manager’s stock valued at $42,000 after purchasing an additional 331 shares during the last quarter. First Horizon Advisors Inc. boosted its stake in SEI Investments by 25.4% during the 4th quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock valued at $48,000 after purchasing an additional 117 shares during the period. Finally, Rialto Wealth Management LLC bought a new position in SEI Investments in the 4th quarter worth about $55,000. Institutional investors and hedge funds own 70.59% of the company’s stock.

SEI Investments Company Profile

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.