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SEI Investments Company SEIC R3KFINANCIAL

Financial Services · Asset Management · United States
https://www.seic.com
Company Profile ↓
$108.60
+24.13% 1Y
Mkt Cap$13.03B
P/E19.15
P/B5.05
Div. Yield0.99%
52W High$111.63
52W Low$74.74
Book Value$20.84
EPS (TTM)$5.67

Company Overview

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. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 27.6%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 21.8%.

Consistent Profit Growth

Net profit has compounded at 10.1% per year over the last five years.

Healthy Margins

Maintains a net profit margin of 28.8%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $2.30B (+8.1% YoY); net profit $715.30M.
  • Trailing 12 Months Year-on-year growth — revenue +14.7%, earnings -10.7%.
  • 5-Year Trend Long-term compounding — revenue CAGR 3.7%, profit CAGR 10.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:3.66%
1 Year:14.70%

Compounded Profit Growth

5 Years:10.10%
1 Year:-10.70%

Stock Price Performance

1 Year:+24.13%
6 Months:+34.59%
3 Months:+23.07%
1 Month:+3.72%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 92% of range
$74.74 $111.63
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)55.57 · Neutral
Price Performance
1M+3.72%
3M+23.07%
6M+34.59%
1Y+24.13%
Valuation vs Sector

P/E of 19.15 is above the sector median of 12.89 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 27.6%.
  • Healthy ROCE of 21.8%.
  • Excellent profit margin of 28.8%.
  • Profit CAGR of 10.1% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
19.15
Industry PE
12.89
Forward P/E
15.65
PEG Ratio
1.78
Book Value
$20.84
Price to Book
5.05
P/S
5.15
EV/EBITDA
16.61
Dividend Yield
0.99%

Growth (CAGR)

Revenue 5Y
3.66%
Profit 5Y
10.10%
Revenue (YoY)
14.70%
Earnings (YoY)
-10.70%

Profitability & Returns

ROCE
21.84%
ROE
27.59%
ROA
14.76%
Profit Margin
28.85%
Op Margin
30.71%
Gross Margin
78.39%
EPS (Latest Qtr)
$1.59
EPS (TTM)
$5.67

Balance Sheet & Liquidity

Debt/Equity
2.38
Quick Ratio
4.76
Current Ratio
5.06
Debt
$67.85M
Total Assets
$3.32B
Current Assets
$1.34B
Working Capital
$886.13M

Ownership

Promoter Holding
15.63%
Chg in Prom Hold
-
FII / Inst Holding
77.76%
Chg in FII Hold
0.11%

Financial Snapshot

Enterprise Value
$13.03B
Total Revenue (TTM)
$2.45B
EBITDA
$759.67M
Free Cash Flow
$377.48M
Operating Cash Flow
$712.02M
Shares Outstanding
120.02M
Gross Margin
78.39%
Payout Ratio
18.34%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 SEIC SEI Investments Company R3KFINANCIAL 108.60 19.15 $13.03B 0.99% 21.84% 27.59% 3.66% 10.10%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue ---------405.60M404.83M408.68M405.06M400.82M409.59M416.25M423.23M414.76M400.65M424.93M443.72M--------------559.60M578.51M607.92M622.18M641.62M
Cost of Revenue -----------------------------------258.47M268.25M294.27M272.99M277.50M
Gross Profit -99.86M107.38M113.16M-108.12M112.96M114.73M-131.26M126.80M127.36M-123.60M136.71M136.87M-128.21M117.70M129.38M-154.35M158.34M162.48M238.82M139.66M140.58M132.92M144.97M139.47M163.60M169.85M181.74M-192.56M301.13M310.27M313.65M349.19M364.12M
Operating Expenses -----------------------------------152.49M150.31M152.03M159.70M167.10M
Operating Income -86.81M93.52M97.22M-93.52M97.23M99.24M-116.32M110.29M112.42M-103.56M120.14M120.64M-110.23M100.31M111.34M-132.84M136.02M141.12M214.80M115.86M51.05M101.77M112.60M108.47M125.85M136.51M143.83M-157.10M148.63M159.96M161.62M189.49M197.02M
EBITDA -----------------------------------310.34M230.23M238.25M256.89M279.95M
Interest Expense -----------------------------------92.00K109.00K223.00K473.00K562.00K
Pretax Income -----------------------------------292.14M210.72M217.10M230.81M253.19M
Tax Provision -----------------------------------65.05M46.13M42.74M54.02M53.65M
Net Income 81.38M--------139.84M121.68M128.32M116.03M113.98M126.54M132.17M128.74M109.24M101.07M111.10M125.88M129.47M133.78M138.04M190.31M111.28M61.66M107.02M118.85M115.66M131.40M139.12M154.90M-151.52M227.08M164.20M172.50M174.49M195.66M
Diluted EPS 0.480.470.490.530.550.550.570.630.750.860.750.800.730.730.820.860.840.720.680.750.860.890.930.971.360.810.450.790.890.870.991.051.19-1.171.781.301.381.401.59

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 1.25B1.06B900.84M929.73M992.52M1.13B1.27B1.33B1.40B1.53B1.62B1.65B1.68B1.92B1.99B1.92B2.13B2.30B
Cost of Revenue --------------945.77M935.65M996.82M1.07B
Gross Profit --256.78M245.84M256.35M301.85M401.67M412.66M435.01M460.78M507.63M532.62M519.88M645.24M1.05B984.14M1.13B1.23B
Operating Expenses --------------569.52M559.62M576.59M601.68M
Operating Income 496.35M363.71M217.53M204.06M211.57M248.41M352.78M358.21M375.69M396.94M441.99M460.42M445.89M553.38M475.75M424.52M551.74M627.31M
EBITDA --------------697.97M669.21M822.55M994.02M
Interest Expense --------------749.00K583.00K563.00K609.00K
Pretax Income --------------609.28M594.65M746.76M916.33M
Tax Provision --------------133.81M132.40M165.57M198.78M
Net Income 139.25M174.34M231.69M204.96M206.85M288.12M318.71M331.65M333.82M404.39M505.87M501.43M447.29M546.59M475.47M462.26M581.19M715.30M
Diluted EPS 0.710.911.221.111.181.641.851.962.032.493.143.243.003.813.463.464.415.63

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.53B1.38B1.29B1.31B1.44B1.54B1.59B1.64B1.85B1.97B2.15B2.17B-2.38B2.52B2.68B3.26B
Current Assets ---------------1.45B1.48B1.55B1.27B
Cash & Equivalents 360.92M416.64M590.88M496.29M420.99M452.25M578.27M667.45M679.66M695.70M744.25M754.52M841.45M784.63M-853.01M834.70M840.19M399.80M
Inventory -------------------
Receivables ---------------172.74M171.24M197.69M242.22M
Total Liabilities --502.19M320.50M253.10M252.50M283.17M295.26M298.91M333.71M376.53M378.52M412.59M427.35M-429.73M388.18M432.49M556.07M
Current Liabilities --163.06M127.60M151.07M152.00M207.99M219.77M224.48M249.37M275.05M295.71M293.56M317.27M-397.88M353.05M380.51M387.21M
Long Term Debt --247.15M95.00M0---------40.00M----
Total Debt ---------------29.13M25.35M32.13M28.56M
Total Equity -878.87M909.72M1.04B1.03B1.04B1.16B1.25B1.29B1.30B1.48B1.59B1.74B1.74B-1.95B2.13B2.25B2.45B
Shares Outstanding ---------------134.16M131.18M126.84M122.23M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 284.73M345.47M229.33M256.96M257.49M351.22M374.80M407.52M434.22M459.90M588.40M545.12M488.68M-566.12M447.03M622.34M607.66M
Investing Cash Flow -86.30M-338.91M-41.48M-31.95M16.63M-62.41M-53.38M-78.02M-81.58M-172.30M-123.37M-78.18M-67.50M--89.81M-141.54M-117.30M-399.09M
Financing Cash Flow -142.71M167.68M-282.44M-300.32M-242.86M-162.78M-224.75M-305.86M-328.67M-253.63M-443.72M-386.62M-482.13M--437.24M-331.32M-494.40M-589.50M
Capital Expenditure -26.33M-19.27M-13.61M-12.27M-23.07M-16.35M-28.47M-44.47M-31.40M-25.52M-29.09M-43.10M-54.45M--74.48M-58.79M-56.57M-52.67M
Free Cash Flow 258.40M326.20M215.72M244.69M234.42M334.87M346.33M363.05M402.82M434.38M559.31M502.02M434.23M-491.63M388.24M565.78M554.99M
Net Change in Cash --------------39.08M-25.84M10.64M-380.93M
Share Buybacks 129.25M53.14M119.78M208.93M157.54M206.58M275.79M291.37M292.26M248.34M407.38M346.35M427.00M408.07M344.72M308.85M500.06M628.13M
Dividends Paid 28.95M30.60M54.63M22.04M135.34M34.40M74.29M80.03M84.69M88.86M94.32M100.75M103.91M105.52M109.83M114.84M120.35M124.20M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % --28.5%26.4%25.8%26.8%31.7%30.9%31.0%30.2%31.3%32.3%30.9%33.6%52.5%51.3%53.1%53.5%
Operating Margin % 39.8%34.3%24.1%21.9%21.3%22.1%27.9%26.8%26.8%26.0%27.2%27.9%26.5%28.8%23.9%22.1%26.0%27.3%
Net Margin % 11.2%16.4%25.7%22.0%20.8%25.6%25.2%24.9%23.8%26.5%31.1%30.4%26.6%28.5%23.9%24.1%27.3%31.1%
ROE % 15.8%19.2%22.2%20.0%19.9%24.9%25.5%25.7%25.6%27.4%31.8%28.8%25.7%-24.3%21.7%25.8%29.2%
ROCE % -26.5%17.4%17.8%18.3%20.2%26.7%26.3%27.1%25.1%26.4%24.8%24.1%-24.0%19.6%23.9%21.8%

Shareholding Pattern

Insiders
15.63%
Institutions
77.76%
Public Float
92.17%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.27% 9.93M $1.04B
2 LOOMIS SAYLES & CO L P 7.07% 8.48M $892.31M
3 Vanguard Portfolio Management LLC 5.12% 6.14M $646.01M
4 Vanguard Capital Management LLC 3.90% 4.69M $492.99M
5 State Street Corporation 3.54% 4.25M $447.27M
6 Morgan Stanley 3.43% 4.12M $433.34M
7 Boston Partners 2.58% 3.09M $325.47M
8 Geode Capital Management, LLC 2.46% 2.95M $310.67M
9 Bank of America Corporation 2.42% 2.91M $305.93M
10 FMR, LLC 2.09% 2.51M $264.07M

Analyst View

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Latest News

Recent headlines for SEIC

Yahoo Finance Mon, 31 Aug 2026

SEIC Shares Hit a New 52-Week High: Is There Further Upside Potential?

SEI Investments stock touches a new 52-week high as revenues, client assets, and LSV flows strengthen, with technology and outsourcing growth supporting its outlook.

Yahoo Finance Fri, 07 Aug 2026

Record Quarter Pushes SEI Shares Higher

SEI Investments Company (SEIC) up 24% in last six months thanks to Big Money inflows.

Yahoo Finance Sun, 26 Jul 2026

SEI Investments (SEIC) Stock May Be 35% Undervalued As Record Revenue Lands

SEI Investments stock has delivered a 74.3% return over the past five years, yet its valuation picture is mixed, with an Excess Returns intrinsic value estimate pointing to upside while earnings based multiples lean the other way. The 74.3%…

Yahoo Finance Wed, 12 Aug 2026

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

SEI® (NASDAQ:SEIC) today announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrat…

Yahoo Finance hu, 06 Aug 2026

SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

SEI® (NASDAQ:SEIC) today announced the launch of the SEI Ang Research Enhanced U.S. Large Cap ETF (NASDAQ: ANGU), the first ETF in a planned suite of research-enhanced investment solutions. ANGU is designed to address concentration risk in …

Yahoo Finance ue, 04 Aug 2026

WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans

SEI® (NASDAQ: SEIC) and WTW Investments, a global advisory, broking, and solutions company, today announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S.…

SEIC — Frequently Asked Questions

What is the current share price of SEI Investments Company (SEIC)?

As of 2026-09-19 21:16 PDT, SEI Investments Company (SEIC) trades at $108.60 on NasdaqGS. Its 52-week range is $74.74 to $111.63.

What is the market capitalisation of SEIC?

SEI Investments Company (SEIC) has a market capitalisation of $13.03B on NasdaqGS.

What is the P/E ratio of SEIC?

SEIC trades at a trailing price-to-earnings (P/E) ratio of 19.15. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 5.05.

Does SEIC pay a dividend?

SEI Investments Company (SEIC) currently offers a dividend yield of 0.99%.

What is the return on equity (ROE) of SEIC?

SEIC has a return on equity (ROE) of 27.59%. Its return on capital employed (ROCE) is 21.84%.

Is SEIC a good stock to buy?

This page provides a data-driven analysis of SEI Investments Company (SEIC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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