SEI Investments Company (SEIC) - Stock Analysis
Last updated: Jan 14, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
SEI Investments shows strong operational performance, 9% EPS growth, expanding alternative assets, active buybacks, dividend increases, and positive technical trends (~5.5% rise). These multi-dimensional strengths support a hot idea classification for near-term gains.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠High margins ⢠Strong liquidity ⢠Low leverage SEI combines very high margins and strong FCF with excellent liquidity and minimal leverage, but shrinking cash, sizable intangibles and capex variability merit monitoring.
Price Behavior
Key Price Behavior Insights: ⢠Gradual appreciation ⢠Defined support ⢠Resistance rejection Support Level: $80.00â$81.00 Resistance Level: $87.50 SEIC has shown a steady, modest uptrend over the last month from about $80.12 to $84.71, finding support around $80â$81 while failing to break resistance near $87.50, implying limited near-term upside until a decisive breakout occurs.
Sentiment & News
Key News Insights: ⢠Dividend increase ⢠Analyst optimism ⢠Leadership changes SEI shows rising momentumâbacked by a 6.1% dividend hike, favorable analyst sentiment and product/leadership changes that imply roughly 27% upside.
AI Summary
SEI is shifting from a buybackâcentric cash generator to a product- and platform-led growth pivot funded by FCF, so investors must now price in deliberate near-term margin compression in exchange for longer-duration institutional mandates and platform revenue. Actionable watch: track operatingâmargin trajectory, Stratos integration and related cash outflows versus buyback pace, and the timing/convertibility of large IMS mandatesâslower conversion or sustained margin erosion would materially cut FCF and equity returns.
Description
SEI Investments Company is a publicly traded asset management holding company that, through its subsidiaries, provides wealth and retirement solutions, asset management and administration, investment processing and outsourcing, and advisory services to a broad set of clients including banks, financial advisers, institutional investors, corporations, sponsors of retirement plans and nonprofit endowments. The firm manages separate, client-directed portfolios and offers mutual funds while investing in public equity and fixed-income markets using a mix of fundamental and quantitative analysis that incorporates both topâdown and bottomâup perspectives. Founded in 1968, SEI is based in Oaks, Pennsylvania.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Dec 26 | Jan 2 | SEIC | SEI Investments Company | SEI Investments shows strong operational performance, 9% EPS growth, expanding alternative assets, active buybacks, dividend increases, and positive technical trends (~5.5% rise). These multi-dimensional strengths support a hot idea classification for near-term gains. | Closed | -1.6% |