(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 , the stock is trading near its 20-day SMA (73.19) with a moderate ATR (2.57), indicating potential range-bound movement. The highlights a P/E of 16.25 and forward P/E of 15.27, suggesting expectations of steady earnings growth. With a market cap of $9.01B and an RoE of 25.81%, SEI demonstrates strong profitability. However, the P/B ratio of 3.89 reflects a premium valuation. Overall, SEI is positioned for continued strength, supported by its diversified revenue streams and solid financial metrics.

Additional Sources for SEIC Stock

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
What is the price of SEIC stocks?
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%.
Is SEI Investments a good stock to buy?
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%.
Is SEIC a buy, sell or hold?
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
What are the forecast for SEIC stock price target?
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%