William Blair Expects Reduced Earnings for SEI Investments

SEI Investments (NASDAQ:SEIC) – Investment analysts at William Blair dropped their Q2 2025 earnings per share (EPS) estimates for SEI Investments in a research report issued to clients and investors on Thursday, April 24th. William Blair analyst J. Schmitt now anticipates that the asset manager will post earnings per share of $1.14 for the quarter, down from their prior estimate of $1.15. William Blair has a “Market Perform” rating on the stock. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ Q4 2025 earnings at $1.27 EPS.

A number of other brokerages also recently commented on SEIC. Raymond James raised shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 target price on the stock in a research note on Thursday, January 30th. Oppenheimer restated an “outperform” rating on shares of SEI Investments in a research note on Thursday. Keefe, Bruyette & Woods reaffirmed a “market perform” rating and issued a $90.00 target price (up previously from $86.00) on shares of SEI Investments in a research report on Thursday, January 30th. StockNews.com upgraded SEI Investments from a “hold” rating to a “buy” rating in a report on Thursday. Finally, Piper Sandler upped their price target on SEI Investments from $74.00 to $79.00 and gave the stock a “neutral” rating in a report on Thursday. Three research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $88.80.

SEI Investments Stock Up 7.8 %

Shares of SEIC stock opened at $78.70 on Friday. SEI Investments has a fifty-two week low of $62.38 and a fifty-two week high of $87.25. The firm’s 50 day moving average price is $75.32 and its two-hundred day moving average price is $78.86. The stock has a market cap of $9.90 billion, a price-to-earnings ratio of 17.81, a price-to-earnings-growth ratio of 1.41 and a beta of 0.90.

SEI Investments (NASDAQ:SEIC) last issued its earnings results on Wednesday, April 23rd. The asset manager reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.05. The business had revenue of $551.34 million during the quarter, compared to analysts’ expectations of $556.76 million. SEI Investments had a return on equity of 25.51% and a net margin of 27.35%.

Institutional Investors Weigh In On SEI Investments

Several hedge funds and other institutional investors have recently modified their holdings of the stock. MML Investors Services LLC grew its stake in SEI Investments by 12.2% in the third quarter. MML Investors Services LLC now owns 3,472 shares of the asset manager’s stock worth $240,000 after purchasing an additional 377 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new position in SEI Investments during the 3rd quarter worth approximately $374,000. Franklin Resources Inc. grew its position in shares of SEI Investments by 17.8% in the 3rd quarter. Franklin Resources Inc. now owns 320,482 shares of the asset manager’s stock worth $22,799,000 after acquiring an additional 48,429 shares in the last quarter. DGS Capital Management LLC increased its holdings in shares of SEI Investments by 14.4% in the 3rd quarter. DGS Capital Management LLC now owns 11,518 shares of the asset manager’s stock valued at $797,000 after acquiring an additional 1,448 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its position in shares of SEI Investments by 13.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 507,916 shares of the asset manager’s stock valued at $35,143,000 after acquiring an additional 60,824 shares in the last quarter. Institutional investors own 70.59% of the company’s stock.

Insider Activity at SEI Investments

In other SEI Investments news, insider Mark Andrew Warner sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, March 3rd. The stock was 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 represents a 79.37 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Chairman Alfred P. West, Jr. sold 72,842 shares of the stock in a transaction that occurred on Monday, March 3rd. The shares were sold at an average price of $79.45, for a total value of $5,787,296.90. Following the transaction, the chairman now owns 7,160,080 shares of the company’s stock, valued at approximately $568,868,356. This trade represents a 1.01 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 79,214 shares of company stock valued at $6,293,903. Insiders own 14.30% of the company’s stock.

SEI Investments declared that its board has approved a share repurchase program on Tuesday, March 18th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the asset manager to reacquire up to 5.3% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

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.