Overview
SEI Investments Company, headquartered in the United States, operates primarily in the financial services industry with a strong emphasis on investment management and fund processing solutions. The company specializes in designing and implementing wealth management strategies, creating investment platforms for professional wealth managers, and providing comprehensive asset management services for institutional investors. SEI Investments manages, advises, or administers approximately $1.3 trillion in hedge, private equity, mutual fund, and pooled or separately managed assets. A key project for SEI includes its innovative SEI Wealth Platform, which is intended to streamline the wealth management process by integrating client relationship management, investment processing, and back-office services into a single, robust framework.
Basic Stats
The share price of SEI Investments Company as of September 4, 2025 is $89.22 / share. This is an increase of 0.42% from the prior week. The market cap (or net worth) of SEI Investments Company as of September 4, 2025 is $11,042.43 MM.
The Factor Analysis chart (below right) shows a view of SEI Investments Company from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 11,042.43 MM |
| EV | 10,296.08 MM |
| Shares Out. | 123.70 MM |
| Earnings Date | |
| EPS (TTM) | 5.57 |
| Dividend Yield | 1.03 % |
| Ex-Dividend Date | 2025-06-09 |
| Borrow Rate | 0.41 |
| Short Shares Avail. | 1.40 MM |
| Short Interest | 1.81 MM |
| Short Float | 1.62 % |
| Days to Cover | 3.33 days |
| Risk Free Rate | 4.22 % |
| Price Change (1 yr) | 33.34 % |
| Volatility (1 yr) | 0.25 |
| Beta | 1.21 |
| Sharpe Ratio (1 yr) | 1.17 |
| Sortino Ratio (1 yr) | 2.12 |
| PE Ratio | 16.02 |
| Price/Book | 4.72 |
| Price/TBV | 5.91 |
| Book/Market | 0.21 |
| EBIT/EV | 0.09 |
| EBIT(3yr avg)/EV | 0.07 |
| ROA | 0.27 |
| ROE | 0.31 |
| ROIC | 0.29 |
| CROIC | -0.01 |
| OCROIC | 0.27 |
| Implied Volatility | 17.68 % |
| Put/Call OI Ratio | 0.81 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for SEI Investments Company is $105.06. The forecasts range from a low of $93.93 to a high of $123.90. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for SEI Investments Company. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-02-01 | Morgan Stanley | Underweight | Maintains | |
| 2023-01-26 | Oppenheimer | Outperform | Maintains | |
| 2022-12-01 | Morgan Stanley | Underweight | Maintains | |
| 2022-11-23 | Goldman Sachs | Neutral | Maintains | |
| 2022-11-16 | Oppenheimer | Outperform | Maintains | |
| 2022-10-04 | Morgan Stanley | Underweight | Maintains | |
| 2022-07-21 | Morgan Stanley | Underweight | Maintains | |
| 2022-07-15 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
| 2022-07-12 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2022-07-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-06-02 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-21 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-03-28 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-03-28 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2022-01-27 | Oppenheimer | Outperform | Maintains | |
| 2021-11-03 | Truist Securities | Hold | Initiate | |
| 2021-11-02 | Truist Securities | Hold | Initiate | |
| 2021-07-22 | Oppenheimer | Outperform | Maintains | |
| 2021-04-22 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-01 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-28 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-06 | Goldman Sachs | Buy | Initiate | |
| 2020-11-30 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2020-10-06 | Morgan Stanley | Overweight | Initiate | |
| 2020-04-24 | Oppenheimer | Outperform | Maintains | |
| 2019-04-15 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2018-10-24 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2017-06-28 | Mizuho | Buy | Initiate | |
| 2017-04-20 | Raymond James | Outperform | Market Perform | Downgrade |
| 2016-07-28 | Oppenheimer | Outperform | Maintains | |
| 2016-07-28 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2016-04-06 | Keefe Bruyette & Woods | Underperform | Market Perform | Upgrade |
| 2016-01-28 | Oppenheimer | Outperform | Maintains | |
| 2016-01-28 | Keefe Bruyette & Woods | Underperform | Downgrade | |
| 2016-01-15 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-10-22 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-09-03 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-08-27 | CLSA | Outperform | Buy | Upgrade |
| 2015-06-05 | Raymond James | Outperform | Initiate | |
| 2015-05-20 | CLSA | Outperform | Initiate | |
| 2015-04-23 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-03-05 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-01-29 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-01-09 | William Blair | Outperform | Initiate | |
| 2014-12-09 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2014-09-16 | Sterne Agee | Buy | Initiate | |
| 2014-07-30 | Oppenheimer | Market Perform | Outperform | Upgrade |
| 2014-07-24 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2013-05-30 | Stifel Nicolaus | Buy | Maintains | |
| 2013-04-25 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2013-01-31 | Stifel Nicolaus | Buy | Maintains | |
| 2012-10-25 | Stifel Nicolaus | Buy | Maintains | |
| 2012-10-25 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2012-05-03 | Stifel Nicolaus | Buy | Maintains | |
| 2023-03-29 | Piper Sandler | Neutral | Initiate | |
| 2023-04-04 | Oppenheimer | Outperform | Reiterate | |
| 2023-04-03 | Morgan Stanley | Underweight | Maintains | |
| 2023-06-01 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-10-03 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-10-03 | Piper Sandler | Neutral | Neutral | Maintains |
| 2023-11-02 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-10-26 | Piper Sandler | Neutral | Neutral | Maintains |
| 2023-10-26 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-12-20 | Piper Sandler | Neutral | Neutral | Maintains |
| 2023-07-05 | Oppenheimer | Outperform | Outperform | Maintains |
| 2023-07-05 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-10-05 | Oppenheimer | Outperform | Outperform | Maintains |
| 2024-02-01 | Oppenheimer | Outperform | Outperform | Maintains |
| 2023-12-01 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-07-27 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2023-07-27 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-03-15 | Oppenheimer | Outperform | Outperform | Maintains |
| 2024-04-09 | Oppenheimer | Outperform | Outperform | Maintains |
| 2024-04-10 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-01-08 | Oppenheimer | Outperform | Outperform | Maintains |
| 2024-04-25 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2024-04-25 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-07-10 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-01-30 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2025-04-02 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2025-01-30 | Raymond James | Market Perform | Outperform | Upgrade |
| 2024-10-24 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2024-10-24 | Oppenheimer | Outperform | Outperform | Maintains |
| 2024-10-24 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-07-25 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2024-07-25 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-10-08 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-04-07 | Morgan Stanley | Underweight | Overweight | Upgrade |
| 2024-12-23 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-01-03 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2024-10-09 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-12-20 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-01 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-04-24 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-04-24 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-01-07 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-04-08 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-07-02 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-04-25 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-06-26 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-07-24 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-07-24 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Reiterate |
| 2025-07-24 | Raymond James | Outperform | Outperform | Maintains |
| 2025-06-03 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-06-30 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-07-08 | Oppenheimer | Outperform | Outperform | Maintains |
