William Blair Expects Reduced Earnings for SEI Investments

SEI Investments (NASDAQ:SEIC) – Analysts at William Blair decreased their Q1 2025 earnings per share estimates for shares of SEI Investments in a research report issued on Monday, April 14th. William Blair analyst J. Schmitt now expects that the asset manager will earn $1.15 per share for the quarter, down from their previous forecast of $1.19. The consensus estimate for SEI Investments’ current full-year earnings is $4.86 per share. William Blair also issued estimates for SEI Investments’ Q2 2025 earnings at $1.15 EPS, Q3 2025 earnings at $1.18 EPS, Q4 2025 earnings at $1.28 EPS and FY2025 earnings at $4.75 EPS.

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

A number of other brokerages have also recently commented on SEIC. Raymond James raised shares of SEI Investments from a “market perform” rating to an “outperform” rating and set a $99.00 target price for the company in a report on Thursday, January 30th. Oppenheimer upped their price objective on shares of SEI Investments from $85.00 to $94.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 7th. StockNews.com cut shares of SEI Investments from a “buy” rating to a “hold” rating in a report on Monday, April 7th. Morgan Stanley upgraded SEI Investments from an “underweight” rating to an “overweight” rating and decreased their price target for the company from $81.00 to $77.00 in a research note on Monday, April 7th. Finally, Piper Sandler lowered their target price on SEI Investments from $87.00 to $74.00 and set a “neutral” rating on the stock in a report on Tuesday, April 8th. Three investment analysts have rated the stock with a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat, SEI Investments currently has a consensus rating of “Moderate Buy” and an average target price of $86.80.

SEI Investments Trading Up 1.5 %

SEIC stock opened at $73.45 on Tuesday. The company has a market capitalization of $9.32 billion, a P/E ratio of 16.62, a PEG ratio of 1.41 and a beta of 0.90. The business has a 50 day simple moving average of $77.05 and a 200-day simple moving average of $78.82. SEI Investments has a twelve month low of $62.38 and a twelve month high of $87.25.

Institutional Investors Weigh In On SEI Investments

A number of institutional investors have recently added to or reduced their stakes in SEIC. First Horizon Advisors Inc. increased its position in SEI Investments by 25.4% during the 4th quarter. First Horizon Advisors Inc. now owns 578 shares of the asset manager’s stock worth $48,000 after purchasing an additional 117 shares in the last quarter. Venturi Wealth Management LLC raised its position in SEI Investments by 7.3% in the fourth quarter. Venturi Wealth Management LLC now owns 2,105 shares of the asset manager’s stock valued at $174,000 after purchasing an additional 144 shares during the period. Ashton Thomas Securities LLC boosted its position in shares of SEI Investments by 2.5% in the fourth quarter. Ashton Thomas Securities LLC now owns 5,969 shares of the asset manager’s stock worth $492,000 after buying an additional 145 shares during the period. Principal Securities Inc. grew its stake in shares of SEI Investments by 13.3% in the fourth quarter. Principal Securities Inc. now owns 1,324 shares of the asset manager’s stock valued at $109,000 after buying an additional 155 shares in the last quarter. Finally, Allworth Financial LP boosted its holdings in SEI Investments by 53.7% in the 4th quarter. Allworth Financial LP now owns 452 shares of the asset manager’s stock worth $38,000 after acquiring an additional 158 shares during the period. Hedge funds and other institutional investors own 70.59% of the company’s stock.

Insider Buying and Selling at SEI Investments

In other news, insider Mark Andrew Warner sold 5,000 shares of the company’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 transaction, the insider now owns 1,300 shares of the company’s stock, valued at $104,507. This represents a 79.37 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Alfred P. West, Jr. sold 1,372 shares of the business’s stock in a transaction that occurred on 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 owns 7,078,708 shares of the company’s stock, valued at approximately $539,963,846.24. The trade was a 0.02 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 79,214 shares of company stock worth $6,293,903. Insiders own 14.30% of the company’s stock.

SEI Investments declared that its Board of Directors has approved a share repurchase program on Tuesday, March 18th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the asset manager to buy up to 5.3% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors 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.