(SEIC) SEI Investments - Ratings and Ratios
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US7841171033
SEIC: Wealth, Management, Retirement, Solutions, Asset, Services, Mutual, Funds
SEI Investments Company (NASDAQ:SEIC) is a leading global provider of investment processing, asset management, and wealth management solutions. Founded in 1968 and headquartered in Oaks, Pennsylvania, the company serves a diverse range of clients, including private banks, independent financial advisers, institutional investors, retirement scheme sponsors, and not-for-profit organizations. Through its subsidiaries, SEI offers a comprehensive suite of services, including wealth management, retirement solutions, investment advisory services, and asset administration. The firm manages client-focused portfolios and operates mutual funds across equity, fixed income, and balanced strategies. Its investment approach combines fundamental and quantitative analysis, leveraging both top-down and bottom-up methodologies. SEIs robust platform and technological capabilities have established it as a trusted partner in the financial services industry, with a strong focus on innovation and client-centric solutions.
Over the next three months, SEI is expected to maintain its stable operational performance. Based on
Additional Sources for SEIC Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SEIC Stock Overview
Market Cap in USD | 9,807m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1990-03-26 |
SEIC Stock Ratings
Growth Rating | 63.1 |
Fundamental | 76.6 |
Dividend Rating | 50.5 |
Rel. Strength | -1.99 |
Analysts | 3.25/5 |
Fair Price Momentum | 72.52 USD |
Fair Price DCF | 81.07 USD |
SEIC Dividends
Dividend Yield 12m | 1.27% |
Yield on Cost 5y | 2.03% |
Annual Growth 5y | 5.70% |
Payout Consistency | 77.1% |
SEIC Growth Ratios
Growth Correlation 3m | -73.9% |
Growth Correlation 12m | 73.5% |
Growth Correlation 5y | 75.8% |
CAGR 5y | 10.88% |
CAGR/Max DD 5y | 0.42 |
Sharpe Ratio 12m | 0.56 |
Alpha | 8.91 |
Beta | 0.930 |
Volatility | 35.83% |
Current Volume | 910k |
Average Volume 20d | 841.9k |
As of May 01, 2025, the stock is trading at USD 78.29 with a total of 909,978 shares traded.
Over the past week, the price has changed by +7.25%, over one month by +0.85%, over three months by -9.57% and over the past year by +20.25%.
Yes, based on ValueRay Fundamental Analyses, SEI Investments (NASDAQ:SEIC) is currently (May 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 76.62 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SEIC as of May 2025 is 72.52. This means that SEIC is currently overvalued and has a potential downside of -7.37%.
SEI Investments has received a consensus analysts rating of 3.25. Therefor, it is recommend to hold SEIC.
- Strong Buy: 2
- Buy: 0
- Hold: 5
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, SEIC SEI Investments will be worth about 81.7 in May 2026. The stock is currently trading at 78.29. This means that the stock has a potential upside of +4.32%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 84 | 7.3% |
Analysts Target Price | 85.6 | 9.3% |
ValueRay Target Price | 81.7 | 4.3% |