SEI Investments Company $SEIC Shares Purchased by Principal Financial Group Inc.

Principal Financial Group Inc. raised its stake in SEI Investments Company (NASDAQ:SEIC) by 3.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 207,688 shares of the asset manager’s stock after buying an additional 7,326 shares during the quarter. Principal Financial Group Inc.’s holdings in SEI Investments were worth $16,297,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in shares of SEI Investments during the fourth quarter worth about $53,548,000. Clark Capital Management Group Inc. lifted its position in SEI Investments by 2,333.2% in the 4th quarter. Clark Capital Management Group Inc. now owns 645,859 shares of the asset manager’s stock valued at $52,973,000 after purchasing an additional 619,315 shares during the last quarter. PFA Pension Forsikringsaktieselskab bought a new stake in SEI Investments in the 4th quarter valued at about $43,186,000. Qube Research & Technologies Ltd boosted its stake in SEI Investments by 82.5% during the 3rd quarter. Qube Research & Technologies Ltd now owns 766,775 shares of the asset manager’s stock valued at $65,061,000 after purchasing an additional 346,696 shares during the period. Finally, Caisse de depot et placement du Quebec boosted its stake in SEI Investments by 31.0% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 1,343,757 shares of the asset manager’s stock valued at $114,018,000 after purchasing an additional 317,703 shares during the period. Institutional investors and hedge funds own 70.59% of the company’s stock.

Key Stories Impacting SEI Investments

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: SEI Investments beat quarterly EPS estimates, reporting $1.66 per share versus expectations around $1.44-$1.45, which suggests resilient execution. SEI Investments earnings report and call transcript
• Positive Sentiment: Revenue also came in above forecasts at $641.6 million, helping reinforce that demand and asset management activity remain solid. SEI Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Operating income grew 33% year over year and operating margin improved to 31%, signaling strong cost control and operating leverage. SEI Reports Second-Quarter 2026 Financial Results
• Neutral Sentiment: Despite the positive quarter, EPS declined 11% from a year ago, so investors may watch whether earnings growth can reaccelerate in coming quarters. SEI Reports Second-Quarter 2026 Financial Results

Insider Buying and Selling

In related news, Chairman Alfred P. West, Jr. sold 7,332 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $87.39, for a total transaction of $640,743.48. Following the sale, the chairman owned 6,818,451 shares of the company’s stock, valued at $595,864,432.89. The trade was a 0.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark Andrew Warner sold 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $91.16, for a total value of $364,640.00. Following the completion of the sale, the insider owned 921 shares of the company’s stock, valued at $83,958.36. This trade represents a 81.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,332 shares of company stock valued at $6,278,583 over the last quarter. Corporate insiders own 4.80% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on SEIC shares. Piper Sandler raised their price target on shares of SEI Investments from $105.00 to $114.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Raymond James Financial boosted their price objective on SEI Investments from $122.00 to $124.00 and gave the stock an “outperform” rating in a research report on Monday, July 6th. Weiss Ratings reiterated a “buy (b)” rating on shares of SEI Investments in a research report on Friday, July 17th. Morgan Stanley increased their price objective on SEI Investments from $113.00 to $115.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Finally, Keefe, Bruyette & Woods raised their target price on SEI Investments from $107.00 to $113.00 and gave the company an “outperform” rating in a research report on Friday, July 10th. Six investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $116.20.

SEI Investments Stock Performance

Shares of SEIC opened at $98.75 on Thursday. The firm has a market capitalization of $11.88 billion, a PE ratio of 16.85 and a beta of 0.97. The company has a quick ratio of 4.40, a current ratio of 4.52 and a debt-to-equity ratio of 0.07. The firm has a 50-day moving average price of $91.44 and a 200 day moving average price of $85.95. SEI Investments Company has a 52-week low of $75.08 and a 52-week high of $100.79.

SEI Investments (NASDAQ:SEIC) last released its quarterly earnings results on Wednesday, July 22nd. The asset manager reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.44 by $0.22. The company had revenue of $641.62 million for the quarter, compared to the consensus estimate of $636.35 million. SEI Investments had a net margin of 31.17% and a return on equity of 30.70%. SEI Investments’s revenue was up 14.7% on a year-over-year basis. During the same period in the previous year, the firm earned $1.78 EPS. On average, sell-side analysts anticipate that SEI Investments Company will post 5.98 earnings per share for the current fiscal year.

SEI Investments Dividend Announcement

The business also recently disclosed a dividend, which was paid on Tuesday, June 16th. Investors of record on Monday, June 8th were paid a dividend of $0.52 per share. This represents a dividend yield of 118.0%. The ex-dividend date was Monday, June 8th. SEI Investments’s dividend payout ratio (DPR) is currently 17.75%.

SEI Investments Profile

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.