SEI Investments Company

$83.19 ▲ 0.06%

2026-04-22 10:12:13

www.seic.com NMS: SEIC

Explore SEI Investments Company stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap

$10.12 B

Current Price

$83.19

52W High / Low

$93.96 / $69.04

Stock P/E

14.81

Book Value

$20.03

Dividend Yield

1.24%

ROCE

21.84%

ROE

28.96%

Face Value

—

EPS

$5.63

Exp Qtr EPS

—

Sector

Financial Services

Industry

Asset Management

Employees

4,997

Beta

0.94

Debt / Equity

1.06

Current Ratio

3.29

Quick Ratio

3.29

Forward P/E

12.36

Price / Sales

4.1

Enterprise Value

$9.26 B

EV / EBITDA

13.87

EV / Revenue

4.03

Rating

Buy

Target Price

$97.43

EPS Forecast (FY)

—

ABOUT

In essence, sEI Investments This organization is a publicly owned asset management holding This organization. In essence, through its subsidiaries, the firm delivers a broad range of wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. In essence, it delivers a broad range of 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. In essence, through its subsidiaries, the firm manages separate client-focused portfolios. In essence, it also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. In essence, through its subsidiaries, the firm invests in public equity and fixed income markets. In essence, it employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. In essence, sEI Investments This organization was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa. ROE at 30.44% based on the latest available annual data. ROCE at 21.84% using operating income and capital employed. Debt to equity stands at 0.01x. Operating margin is 26.35% on trailing numbers. Trailing twelve month sales are available in the dataset.

Pros

Healthy return on equity.
Efficient use of capital employed.
Balance sheet leverage appears manageable.
Short-term liquidity looks comfortable.
Strong operating margin profile.
Net margin remains healthy.
Valuation is not stretched on P/E basis.

Cons

Some data points may be missing or delayed because the source is not an official exchange feed.

Sift Stocks

S.No.	Name	Price	P.E.	Market Cap	Div Yld %	ROCE	ROE	52Week High/ Low	Book Value
1.	BlackRock Health Sciences Trust	$39.65	6.72	$520.03 M	7.88%	—	13.81%	$42.74 / $34.93	$43.97
2.	Northern Trust Corporation	$168.99	17.71	$31.6 B	2.01%	—	13.49%	$161.13 / $85.72	$64.79
3.	Tortoise Energy Infrastructure Corporation	$48.11	11.46	$221.82 M	5.39%	—	2.51%	$51.18 / $37.77	$46.55
4.	Blackstone Inc.	$130	33.62	$155.61 B	3.67%	—	29.23%	$190.09 / $101.73	$11.06
5.	Beneficient	$3.28	—	$45.06 M	—	-34.17%	-14.91%	$12.48 / $1.75	$1.4
6.	BlackRock Health Sciences Term Trust	$14.54	9.36	$926.65 M	15.43%	—	—	$15.8 / $13.4	—
7.	Advanced Flower Capital Inc.	$2.83	—	$65.41 M	16.8%	—	-10.97%	$5.87 / $2.06	$7.46

Quarterly Results

Figures shown in M / B

	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024
Sales	607.92 M	578.51 M	559.6 M	551.34 M	557.19 M	—
Operating Profit	161.62 M	159.96 M	148.63 M	157.1 M	145.54 M	—
Net Profit	172.5 M	164.2 M	227.08 M	151.52 M	155.77 M	—
EPS in Rs	1.41	1.34	1.86	1.24	1.27	—

Profit & Loss

Figures shown in M / B

	2025	2024	2023	2022
Sales	2.3 B	2.13 B	1.92 B	1.99 B
Operating Profit	627.31 M	551.74 M	424.52 M	475.75 M
Net Profit	715.3 M	581.19 M	462.26 M	475.47 M
EPS in Rs	5.85	4.75	3.78	3.89

Balance Sheet

Figures shown in M / B

	2025	2024	2023	2022
Total Assets	3.26 B	2.68 B	2.52 B	2.38 B
Total Liabilities	556.07 M	432.49 M	388.18 M	429.73 M
Equity	2.45 B	2.25 B	2.13 B	1.95 B
Current Assets	1.27 B	1.55 B	1.48 B	1.45 B
Current Liabilities	387.21 M	380.51 M	353.05 M	397.88 M

Cash Flow

Last available yearly cash flow history

	2025	2024	2023	2022
Operating CF	607.66 M	622.34 M	447.03 M	566.12 M
Investing CF	-399.09 M	-117.3 M	-141.54 M	-89.81 M
Financing CF	-589.5 M	-494.4 M	-331.32 M	-437.24 M
Free CF	554.99 M	565.78 M	388.24 M	491.63 M
Capex	-52.67 M	-56.57 M	-58.79 M	-74.48 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

	2025	2024	2023	2022
Revenue Growth %	8.1%	10.7%	-3.58%	—
Earnings Growth %	23.08%	25.73%	-2.78%	—
Profit Margin %	31.14%	27.35%	24.08%	23.88%
Operating Margin %	27.31%	25.96%	22.11%	23.89%
Gross Margin %	53.5%	53.09%	51.26%	52.5%
EBITDA Margin %	43.27%	38.71%	34.86%	35.06%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex Date	Dividend
2025-12-29	$0.52
2025-06-09	$0.49
2024-12-27	$0.49
2024-06-10	$0.46
2023-12-27	$0.46
2023-06-09	$0.43
2022-12-16	$0.43
2022-06-10	$0.4
2021-12-20	$0.4
2021-06-11	$0.37

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name	Type	Shares	Value	% Out	Report Date
iShares Trust-iShares Core S&P Mid-Cap ETF	Mutual Fund	2.98 M	$229.45 M	0.02%	2026-01-31
First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers	Mutual Fund	0.95 M	$73.28 M	0.01%	2026-01-31
SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF	Mutual Fund	0.88 M	$67.77 M	0.01%	2026-01-31
Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF	Mutual Fund	0.86 M	$66.16 M	0.01%	2026-01-31
Vanguard Group Inc	Institutional	11.07 M	$852.61 M	0.09%	2025-12-31
Blackrock Inc.	Institutional	9.64 M	$742.21 M	0.08%	2025-12-31
LOOMIS SAYLES & CO L P	Institutional	8.74 M	$673.42 M	0.07%	2025-12-31
Morgan Stanley	Institutional	5.08 M	$390.84 M	0.04%	2025-12-31
State Street Corporation	Institutional	4.28 M	$329.84 M	0.04%	2025-12-31
Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund	Mutual Fund	3.62 M	$278.58 M	0.03%	2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	Mutual Fund	3.48 M	$268.05 M	0.03%	2025-12-31
Bank of America Corporation	Institutional	2.92 M	$225.05 M	0.02%	2025-12-31
Geode Capital Management, LLC	Institutional	2.89 M	$222.89 M	0.02%	2025-12-31
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund	Mutual Fund	2.5 M	$192.58 M	0.02%	2025-12-31
LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund	Mutual Fund	2.26 M	$174.27 M	0.02%	2025-12-31