DailyIQ
Last updatedjust now

SEIC·SEI Investments Company

$102.87
-0.39 (-0.38%)
After Hours
High
$103.94
Open
$103.08
Market Cap
12.30B
52W High
$112.15
Low
$102.54
P. Close
$102.87
P/E
17.39
52W Low
$75.08
Fwd P/E
14.82
DailyIQ Est.
$120.27
Inst. Ownership
-
Short Interest
1.96%
Days to Cover
3.4
Technical Score (1D)
36
BEARISH
News Sentiment
68
BULLISH
On Oct 2, Wells Fargo upgraded SEIC to an overweight rating and set a $129 price target, citing confidence in the company’s earnings outlook. The brokerage noted that SEIC’s current average rating is buy with a mean target of $123.17 from FactSet‑polled analysts, indicating a bullish stance on the firm’s future performance. On Oct 1, SEIC announced a strategic expansion into Singapore, targeting asset‑servicing, professional services and UCITS distribution to strengthen its presence in the Asia‑Pacific region. The move aligns with SEIC’s integrated model of technology, operations and investment‑management and aims to deepen relationships with global financial institutions. Singapore’s robust asset‑management ecosystem and role as a capital gateway provide a favorable backdrop for SEIC’s growth ambitions, complementing the company’s already positive operating trends.
LOW TARGET
$98 -5.0%
1 analysts
MEAN TARGET
$117 +13.6%
8 analysts
HIGH TARGET
$129 +25.1%
5 analysts
PRICE RANGE
$98.00 - $129.00
SB / B / H / S / SS
2/8/2/1/1
DAILYIQ EST.
$120.27 (+16.7%)
Bought (1Y)
0 shares
$0
Sold (1Y)
292,355 shares
$29.7M
WEST ALFRED P JR-
Sell5,483 shares2026-09-30
WEST ALFRED P JR-
Sell28,394 shares2026-09-29
LANE MICHAELExecutive Vice President
Sell2,400 shares2026-09-22
Hicke RyanChief Executive Officer
Option Exercise20,000 shares2026-09-03
Hicke RyanChief Executive Officer
Option Exercise17,500 shares2026-09-03
83/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
35.2%
Net Margin
31.1%
Revenue CAGR
3.7%
Current Ratio
3.29x
Return on Equity
29.2%

EPS

EstBeatMiss
$1.20$1.30$1.41$1.52$1.63Q3'25Q3'26
QtrEstActual+/−
Q3'26$1.58 - -
Q3'25$1.25$1.30+4.3%

Revenue

EstBeatMiss
$565M$594M$624M$654M$683MQ3'25Q3'26
QtrEstActual+/−
Q3'26$670M - -
Q3'25 - $579M -

Market Data

SEIC Stock Snapshot

NEUTRAL36/100
$103.10+$0.23 (0.2%)
Market cap
12.30B
P/E ratio
17.4
Day range
$102.54 – $103.94
News sentiment
68/100 · Bullish
Analyst target
$117.12 (+13.6%)
Consensus
Buy · 14 analysts
52-week range+37.3% off low · -8.1% from high
$75.08$112.15
Price $103.10 DailyIQ Est. $120.27

Neither side has the upper hand on SEIC right now, and the indicator set reflects that. The stock is liquid enough that positioning changes get absorbed without distorting the trend.

Behaviour On Record

What SEIC's own history says about today's numbers

Realized volatility (21d)
14.5% 18th pct
Below its peak
-7.5%
vs 200-day average
+13.5%
Up days (1y)
52%

SEI Investments Company is currently running 14.5% annualised volatility over the last 21 sessions. Measured against SEIC's own 13 years of daily returns rather than a market-wide average, that is the 18th percentile — unusually subdued by its own history, against a typical reading of 20.4%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

SEIC is trading -7.5% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -16.6%, and the deepest was -47.1% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +13.5% from its 200-day moving average. Against every other day in its history, that gap ranks at the 84th percentile — a wider gap than this stock usually carries. Over the past year SEIC closed higher on 52% of sessions, and it is currently 1 session into a rising streak.

On October specifically: over 13 years of records, SEIC finished the month higher 8 of 13 times, with a median return of +5.0% and an average of +1.7%. Its strongest month historically has been November at +4.4% on average, its weakest September at -2.2%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: SEIC has opened more than 2% away from the prior close in 135 of 3,267 sessions (4.1% of the time), with the largest gaps running +7.6% and -8.4%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,268 daily closes between 2013-10-07 and 2026-10-05, split-adjusted, recomputed daily. Percentiles are against SEIC's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of SEIC's sector?

SEI Investments Company sits in the Financials sector, currently ranked 12th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#12 of 12
Sector state
Improving
Sector rotation score
9

Options Market

What is the options market pricing for SEIC?

CallsPuts

For SEI Investments Company's nearest expiry (2026-10-16, 10 days out), open interest is put-heavy, a defensive/bearish tilt (put/call ratio of 2.00), with at-the-money implied volatility around 54.6%. The options market is pricing roughly a ±8.7% move by that expiry — a range of about $95.15–$113.27.

Put/call ratio (2026-10-16)
2.00
ATM implied volatility
54.6%
Total open interest
2,061
Expected move by 2026-10-16
±8.7% ($95.15–$113.27)

Analyst Rating Changes

Are analysts turning bullish or bearish on SEIC?

Wells Fargo most recently initiated coverage on SEI Investments Company to Overweight on Oct 2, 2026 with a price target of $129. Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action
Wells Fargo — Overweight
90-day upgrades
1
90-day downgrades
0
Net rating momentum
+1
DateFirmActionRatingPrice target
Oct 2, 2026Wells FargoInitiatedOverweight$129
Sep 15, 2026William BlairUpgradeMarket Perform → Outperform-
Jul 23, 2026Morgan StanleyMaintainedOverweight$115 → $125
Jul 23, 2026Piper SandlerMaintainedOverweight$114 → $120
Jul 23, 2026Keefe, Bruyette & WoodsMaintainedOutperform$113 → $119
Jul 13, 2026Piper SandlerMaintainedOverweight$105 → $114
Jul 10, 2026Keefe, Bruyette & WoodsMaintainedOutperform$107 → $113
Jul 9, 2026Morgan StanleyMaintainedOverweight$113 → $115
Jul 6, 2026Raymond JamesMaintainedOutperform$122 → $124
Apr 23, 2026Piper SandlerReiteratedOverweight$99 → $105
Apr 23, 2026Keefe, Bruyette & WoodsMaintainedOutperform$95 → $107
Apr 8, 2026Keefe, Bruyette & WoodsMaintainedOutperform$107 → $95

News Sentiment Analysis

Sentiment gathered from recent headlines

68/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
SEI Investments (SEIC) had a 6.8% decline over the past month, but a hammer candlestick pattern emerged on the latest trading day, suggesting a potential bottom. Technical analysis indicates that the pattern may signal exhaustion of selling pressure and a possible trend reversal. Analysts have also expressed increased optimism about SEIC’s future earnings, reinforcing the bullish outlook. The combination of technical and fundamental cues points to a modest upside for the stock.
What did this article say?
Wells Fargo upgraded SEIC to an overweight rating and set a $129 price target, reflecting confidence in the company’s earnings outlook. The brokerage noted SEIC’s current average rating of buy and a mean target of $123.17 from FactSet polled analysts. The upgrade signals a bullish stance on SEIC’s future performance and may influence investor sentiment.
What did this article say?
Wells Fargo analyst Daniel Welden initiated coverage of SEI Investments (NASDAQ:SEIC) on October 2, assigning an Overweight rating. The firm announced a new price target of $129, reflecting expectations of stronger future performance. This upgrade signals confidence in SEIC’s growth prospects and may influence investor sentiment.
What did this article say?
SEIC announced a strategic expansion into Singapore, positioning itself in a leading Asia‑Pacific asset‑management hub. The move focuses on asset servicing, professional services, and UCITS fund distribution, with plans to extend technology and investment‑management offerings as demand grows. The expansion aligns with SEIC’s integrated model of asset servicing, technology, operations, and investment management, aiming to deepen relationships with global financial institutions. First‑half 2026 results showed a 14% revenue increase and $2.06 trillion in assets under management, underscoring favorable operating trends. The Singapore entry is expected to strengthen long‑term growth prospects and broaden SEIC’s regional footprint.
What did this article say?
SEIC announced the opening of a new office in Singapore, targeting support for global clients with Asian operations and regional growth ambitions. The facility will initially provide asset servicing and professional services aligned with current client demand. The company plans to broaden its regional capabilities over time and introduce additional locally relevant products. This expansion is intended to strengthen SEIC’s foothold in the Asian asset management market.
What did this article say?
SEIC announced the opening of a Singapore office on September 30, 2026, marking a strategic milestone in its international growth plan. The new location will provide asset servicing, professional services, and UCITS fund distribution to meet rising client demand in Asia. The company expects to broaden its regional capabilities, introduce locally relevant products, and scale its enterprise asset management and technology offerings across the Asia‑Pacific. This expansion aligns with strong growth in the region’s asset‑management sector, where AUM rose 10% to S$6.7 trillion. The move positions SEIC to capture a larger share of the fast‑growing Asian market and enhance its global service footprint.
What did this article say?
Michael Lane’s sale of roughly $246,000 of SEIC stock coincided with the company’s announcement of tax‑management tool upgrades for advisors, sparking renewed investor focus. The shares traded at $105.65, following a 21.09% 90‑day return and a 27.27% year‑to‑date gain, yet recent momentum had softened. Analysts viewed the insider sale and product enhancements as a potential catalyst for modest upside, though much of the upside may already be reflected in the price. The event placed SEIC back into the spotlight within the wealth‑management sector.
What did this article say?
On September 24, SEI Investments’ Executive Vice President Michael Lane sold 2,400 shares, totaling approximately $246,000, as disclosed in an SEC filing. The transaction represented a sizable portion of his holdings and was executed at a price that reflected the company’s current market value. The sale was not accompanied by any public commentary or justification from the executive. The move may signal a personal liquidity event rather than a strategic shift in company outlook. Investors may view the sale as a neutral to mildly negative signal pending further context.
What did this article say?
SEIC announced new features for its integrated tax management platform, expanding capabilities for separately managed accounts and unified managed accounts. The updates allow advisors to better personalize portfolios, control embedded unrealized gains, and improve after‑tax outcomes for investors. The enhancements build on the firm’s long history in tax overlay and broaden the range of eligible securities for tax‑aware strategies.
What did this article say?
SEI Investments (SEIC) announced a partnership with Zocks, an AI assistant for financial advisors, adding a new tool to its wealth‑management ecosystem. The deal follows the company’s Q2 earnings release, which showed double‑digit revenue growth but a double‑digit decline in per‑share profit. The AI partnership signals SEIC’s aggressive investment in future capabilities, potentially offsetting the earnings dip. The partnership may also influence SEIC’s advisor‑services revenue mix in the coming quarters.

Technical Analysis

Real-time indicators across multiple timeframes

36
BEARISH
Technical indicators reflect the latest computed signal mix for this timeframe.
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Congressional Trading Activity
2 disclosed trades · ~$16.0K est. traded value · 1 buys, 1 sells
MemberChamberStateTypeAmountTradedFiled
Tommy TubervilleSenateAL▼ Sell$1K - $15K2022-10-052022-11-10
Tommy TubervilleSenateAL▲ Buy$1K - $15K2021-03-292021-07-23