SEI Investments (NASDAQ:SEIC) Reaches New 52-Week High After Strong Earnings

SEI Investments Company (NASDAQ:SEIC) hit a new 52-week high on Thursday following a better than expected earnings announcement. The stock traded as high as $103.99 and last traded at $98.32, with a volume of 2859 shares changing hands. The stock had previously closed at $98.75.

The asset manager reported $1.66 EPS for the quarter, beating the consensus estimate of $1.44 by $0.22. SEI Investments had a return on equity of 30.70% and a net margin of 31.17%.The company had revenue of $641.62 million for the quarter, compared to analyst estimates of $636.35 million. During the same period last year, the company posted $1.78 earnings per share. The firm’s revenue was up 14.7% compared to the same quarter last year.

SEI Investments Dividend Announcement

The company also recently disclosed a dividend, which was paid on Tuesday, June 16th. Shareholders of record on Monday, June 8th were given a $0.52 dividend. This represents a yield of 118.0%. The ex-dividend date of this dividend was Monday, June 8th. SEI Investments’s dividend payout ratio is presently 17.75%.

Key Stories Impacting SEI Investments

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

• Positive Sentiment: SEI Investments beat second-quarter expectations, reporting $1.66 EPS versus consensus around $1.44-$1.45 and revenue of $641.6 million, also ahead of estimates, which suggests healthy underlying business performance. SEI Investments earnings report
• Positive Sentiment: The company also said revenue rose 14.7% year over year and operating income climbed 33%, with operating margin improving to 31%, reinforcing the view that profitability is expanding. SEI second-quarter 2026 financial results
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on SEIC from $113 to $119 and kept an outperform rating, signaling confidence that the shares still have room to run from current levels. Benzinga analyst update
• Neutral Sentiment: Despite the strong quarter, EPS was still below the $1.78 earned in the same period last year, so year-over-year earnings growth remains a point to watch.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on SEIC shares. Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a research note on Friday, July 17th. Piper Sandler increased their target price on SEI Investments from $105.00 to $114.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Morgan Stanley lifted their target price on SEI Investments from $113.00 to $115.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Keefe, Bruyette & Woods boosted their price target on SEI Investments from $113.00 to $119.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Raymond James Financial upped their price target on SEI Investments from $122.00 to $124.00 and gave the company an “outperform” rating in a research report on Monday, July 6th. Six research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, SEI Investments has an average rating of “Moderate Buy” and an average target price of $117.40.

Insider Activity at SEI Investments

In related news, insider Mark Andrew Warner sold 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $91.16, for a total transaction of $364,640.00. Following the transaction, the insider owned 921 shares in the company, valued at $83,958.36. This trade represents a 81.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 value of $640,743.48. Following the sale, the chairman directly owned 6,818,451 shares in the company, valued at approximately $595,864,432.89. The trade was a 0.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,332 shares of company stock worth $6,278,583 over the last ninety days. 4.80% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On SEI Investments

Hedge funds have recently modified their holdings of the company. Bank of America Corp DE boosted its stake in SEI Investments by 4.4% during the second quarter. Bank of America Corp DE now owns 3,160,636 shares of the asset manager’s stock valued at $284,015,000 after buying an additional 133,057 shares in the last quarter. Geode Capital Management LLC raised its position in SEI Investments by 3.9% in the fourth quarter. Geode Capital Management LLC now owns 2,894,317 shares of the asset manager’s stock worth $237,421,000 after acquiring an additional 109,974 shares in the last quarter. Lord Abbett & CO. LLC raised its position in SEI Investments by 19.2% in the fourth quarter. Lord Abbett & CO. LLC now owns 1,917,370 shares of the asset manager’s stock worth $157,263,000 after acquiring an additional 308,988 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in SEI Investments by 1.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,873,198 shares of the asset manager’s stock valued at $146,984,000 after acquiring an additional 20,054 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in SEI Investments by 1.2% in the 1st quarter. First Trust Advisors LP now owns 1,822,669 shares of the asset manager’s stock valued at $143,025,000 after acquiring an additional 21,731 shares during the last quarter. 70.59% of the stock is currently owned by institutional investors and hedge funds.

SEI Investments Stock Performance

The company has a current ratio of 4.52, a quick ratio of 4.40 and a debt-to-equity ratio of 0.07. The company’s 50-day moving average price is $91.44 and its two-hundred day moving average price is $85.95. The company has a market cap of $11.74 billion, a P/E ratio of 16.63 and a beta of 0.97.

SEI Investments Company 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.