Zacks Research Lowers Earnings Estimates for SEI Investments

SEI Investments (NASDAQ:SEIC) – Zacks Research dropped their Q1 2025 earnings per share estimates for shares of SEI Investments in a note issued to investors on Wednesday, April 16th. Zacks Research analyst R. Department now forecasts that the asset manager will earn $1.12 per share for the quarter, down from their previous estimate of $1.15. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q2 2025 earnings at $1.11 EPS, Q3 2025 earnings at $1.14 EPS, Q4 2025 earnings at $1.22 EPS, FY2025 earnings at $4.59 EPS, Q3 2026 earnings at $1.21 EPS, Q4 2026 earnings at $1.24 EPS, Q1 2027 earnings at $1.37 EPS and FY2027 earnings at $5.59 EPS.

Other equities research analysts have also issued reports about the company. StockNews.com lowered SEI Investments from a “buy” rating to a “hold” rating in a research note on Wednesday. Keefe, Bruyette & Woods restated a “market perform” rating and issued a $90.00 price target (up from $86.00) on shares of SEI Investments in a report on Thursday, January 30th. Raymond James upgraded shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 price objective for the company in a report on Thursday, January 30th. Morgan Stanley raised shares of SEI Investments from an “underweight” rating to an “overweight” rating and reduced their target price for the stock from $81.00 to $77.00 in a research report on Monday, April 7th. Finally, Piper Sandler dropped their price objective on SEI Investments from $87.00 to $74.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 8th. Three analysts have rated the stock with a hold rating and three have issued a buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $86.80.

SEI Investments Price Performance

Shares of NASDAQ SEIC opened at $71.66 on Friday. The company has a market cap of $9.10 billion, a P/E ratio of 16.21, a PEG ratio of 1.41 and a beta of 0.90. The firm has a 50-day simple moving average of $76.04 and a two-hundred day simple moving average of $78.82. SEI Investments has a 1 year low of $62.38 and a 1 year high of $87.25.

SEI Investments (NASDAQ:SEIC) last released its earnings results on Wednesday, January 29th. The asset manager reported $1.19 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.21 by ($0.02). SEI Investments had a return on equity of 25.51% and a net margin of 27.35%.

Institutional Investors Weigh In On SEI Investments

Hedge funds and other institutional investors have recently bought and sold shares of the company. CoreFirst Bank & Trust acquired a new position in shares of SEI Investments during the fourth quarter worth $31,000. Allworth Financial LP increased its position in SEI Investments by 53.7% during the 4th quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock valued at $38,000 after buying an additional 158 shares in the last quarter. Versant Capital Management Inc raised its stake in SEI Investments by 156.1% in the first quarter. Versant Capital Management Inc now owns 543 shares of the asset manager’s stock valued at $42,000 after buying an additional 331 shares during the last quarter. First Horizon Advisors Inc. boosted its holdings in SEI Investments by 25.4% in the fourth quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock worth $48,000 after acquiring an additional 117 shares in the last quarter. Finally, Rialto Wealth Management LLC purchased a new stake in shares of SEI Investments during the fourth quarter worth about $55,000. Hedge funds and other institutional investors own 70.59% of the company’s stock.

Insider Activity

In other SEI Investments news, Chairman Alfred P. West, Jr. sold 1,372 shares of the stock in a transaction dated Wednesday, March 5th. The shares were sold at an average price of $76.28, for a total transaction of $104,656.16. Following the completion of the sale, the chairman now directly owns 7,078,708 shares of the company’s stock, valued at approximately $539,963,846.24. This represents a 0.02 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Mark Andrew Warner sold 5,000 shares of the firm’s stock in a transaction dated Monday, March 3rd. The shares were sold at an average price of $80.39, for a total transaction of $401,950.00. Following the completion of the sale, the insider now owns 1,300 shares in the company, valued at $104,507. This represents a 79.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 79,214 shares of company stock worth $6,293,903. Corporate insiders own 14.30% of the company’s stock.

SEI Investments declared that its board has initiated a stock buyback plan on Tuesday, March 18th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the asset manager to reacquire up to 5.3% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

About SEI Investments

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.