SEI Investments Q3 EPS Forecast Lowered by Zacks Research

SEI Investments Company (NASDAQ:SEIC) – Investment analysts at Zacks Research cut their Q3 2026 earnings estimates for shares of SEI Investments in a research report issued on Tuesday, December 16th. Zacks Research analyst Team now anticipates that the asset manager will post earnings of $1.38 per share for the quarter, down from their prior forecast of $1.39. Zacks Research has a “Hold” rating on the stock. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments’ Q1 2027 earnings at $1.43 EPS.

SEIC has been the subject of several other reports. Morgan Stanley raised their price objective on shares of SEI Investments from $105.00 to $115.00 and gave the stock an “overweight” rating in a report on Friday, September 19th. Weiss Ratings reiterated a “buy (b)” rating on shares of SEI Investments in a research note on Wednesday, October 8th. Keefe, Bruyette & Woods upgraded SEI Investments from a “market perform” rating to an “outperform” rating and upped their price objective for the company from $93.00 to $97.00 in a research note on Tuesday. Finally, Raymond James Financial increased their target price on SEI Investments from $118.00 to $120.00 and gave the stock an “outperform” rating in a report on Tuesday, October 14th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, SEI Investments currently has an average rating of “Moderate Buy” and a consensus price target of $105.20.

SEI Investments Price Performance

SEIC stock opened at $83.08 on Thursday. The company has a market capitalization of $10.17 billion, a PE ratio of 15.27 and a beta of 0.98. The stock’s 50 day moving average is $81.50 and its two-hundred day moving average is $85.60. The company has a quick ratio of 5.62, a current ratio of 5.73 and a debt-to-equity ratio of 0.04. SEI Investments has a 52-week low of $64.66 and a 52-week high of $93.96.

SEI Investments (NASDAQ:SEIC) last announced its earnings results on Wednesday, October 22nd. The asset manager reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.25 by $0.05. SEI Investments had a return on equity of 30.21% and a net margin of 31.09%.The company had revenue of $578.51 million during the quarter, compared to the consensus estimate of $578.75 million. During the same period last year, the firm earned $1.19 earnings per share. The company’s revenue was up 7.6% on a year-over-year basis.

Hedge Funds Weigh In On SEI Investments

Several institutional investors have recently modified their holdings of the company. Root Financial Partners LLC bought a new stake in SEI Investments in the 3rd quarter valued at about $28,000. SJS Investment Consulting Inc. increased its stake in shares of SEI Investments by 142.9% in the third quarter. SJS Investment Consulting Inc. now owns 357 shares of the asset manager’s stock valued at $30,000 after purchasing an additional 210 shares during the period. CoreFirst Bank & Trust bought a new stake in shares of SEI Investments during the second quarter valued at approximately $34,000. Community Bank N.A. bought a new stake in shares of SEI Investments during the third quarter valued at approximately $35,000. Finally, Allworth Financial LP boosted its position in shares of SEI Investments by 44.0% during the third quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock worth $37,000 after buying an additional 132 shares during the period. Institutional investors own 70.59% of the company’s stock.

Insider Activity

In related news, Director Carl Guarino sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 23rd. The stock was sold at an average price of $86.41, for a total value of $864,100.00. Following the sale, the director owned 16,042 shares of the company’s stock, valued at approximately $1,386,189.22. This trade represents a 38.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Chairman Alfred P. West, Jr. sold 24,770 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $80.87, for a total value of $2,003,149.90. Following the transaction, the chairman owned 6,942,812 shares of the company’s stock, valued at $561,465,206.44. This represents a 0.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 44,770 shares of company stock valued at $3,723,850. 14.60% of the stock is currently owned by insiders.

SEI Investments declared that its Board of Directors has initiated a share repurchase program on Friday, October 24th that allows the company to repurchase $650.00 million in shares. This repurchase authorization allows the asset manager to repurchase up to 6.4% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

SEI Investments Announces Dividend

The business also recently announced a dividend, which will be paid on Monday, January 12th. Shareholders of record on Monday, December 29th will be paid a $0.52 dividend. This represents a yield of 125.0%. The ex-dividend date is Monday, December 29th. SEI Investments’s payout ratio is presently 18.01%.

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.