SEI Investments (SEIC)
Links investment technology, operations, custody, and asset management for financial institutions and advisers.
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Provides investment-processing technology, trust-based custody, operations outsourcing, and asset management to banks, advisers, institutions, and investment managers. Revenue is led by technology and operations services, while asset-management fees remain a major stream; delivery spans service centers across several international markets.
Connects financial institutions and intermediaries with investment-processing technology, trust-based custody, operations outsourcing, and asset-management services. Core client segments—Investment Managers, Private Banks, Investment Advisors, and Institutional Investors—organize the offering.
Serves clients through centers in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa. An enterprise model linking advice, asset management, and administration supports cross-business delivery and long-lived outsourcing relationships.
Revenue is driven mainly by technology and operations outsourcing, with asset-management fees forming the other major stream. Results depend on client asset levels and activity, while trust, custody, investment-adviser, data-security, and cross-border rules shape operations.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | William Blair | Upgrade | ||
| Jul 23, 2026 | UBS | Reiterate | Rating: —Target: $115 | Target: $125 |
| Jul 23, 2026 | Piper Sandler | Reiterate | Rating: —Target: $114 | Target: $120 |
| Jul 13, 2026 | Piper Sandler | Reiterate | Rating: —Target: $105 | Target: $114 |
| Jul 6, 2026 | Raymond James | Reiterate | Rating: —Target: $82 | Target: $124 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $421.2M · Total debt $67.9M · Total assets $3.32B · Shareholders' equity $2.50B
- Revenue
- $645.2M
- Operating income
- $200.6M
- Net income
- $195.7M
HistoryDividendAnnual yield
| Institutions | 76.01% | 91.23M shares | |
|---|---|---|---|
| 584 holders · as of Jun 30, 2026 | |||
| Insiders | 7.94% | 9.54M shares | |
| 17 holders · as of Sep 8, 2026 | |||
| Other | 16.05% | 19.25M shares | |
| remainder | |||
120.02M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.27% | 9.93M | as of Jun 30, 2026 |
Loomis Sayles & Co L PInstitution | 7.07% | 8.48M | as of Jun 30, 2026 |
Alfred P. Jr WestInsiderother: Chairman Emeritus | 5.68% | 6.82M | filed Jun 29, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.12% | 6.14M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.90% | 4.69M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 3, 2026 | Ryan Hicke | officer: Chief Executive Officer | −37,500 | $110.71 |
| Sep 1, 2026 | Carmen Romeo | director | −5,000 | $109.70 |
| Aug 28, 2026 | Michael Peterson | officer: Executive Vice President | −37,500 | $111.51 |
| Aug 5, 2026 | Philip McCabe | officer: See Remarks | −5,043 | $105.50 |
| Aug 4, 2026 | Philip McCabe | officer: See Remarks | −24,957 | $105.04 |
- SS&C Technologies
Broad rival in fund administration and wealth technology
- State Street
Global-scale asset servicing and fund administration rival
- Northern Trust
Custody and operations competitor for institutional asset clients
- FIS
Private-bank and wealth-platform technology competitor
- Charles Schwab
Large RIA custodian and advisor-services platform rival
- BlackRock
Institutional OCIO and asset-management competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SEI Investments | $104.71 | +0.91% | $12.45B | 18.3 | 15.8 | 5.1 | +14.7% |
| SS&C Technologies | $80.24 | +1.24% | $18.60B | 22.8 | 10.7 | 2.8 | +10.4% |
| State Street | $180.64 | +0.22% | $49.89B | 15.9 | 12.5 | 2.2 | −30.2% |
| Northern Trust | $173.90 | +0.29% | $31.72B | 14.9 | 14.6 | 2.1 | −24.9% |
| FIS | $35.08 | +0.34% | $18.08B | 5.4 | 5.5 | 1.5 | +29.1% |
| Charles Schwab | $100.24 | −0.11% | $174.52B | 18.2 | 13.9 | 5.8 | +20.9% |
| BlackRock | $1,067.20 | +0.05% | $165.33B | 25.5 | 17.9 | 6.1 | +30.6% |
| Median | 17.1 | 13.2 | 2.5 | +15.6% |