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. It provides 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. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
IPO Year: 1981
Exchange: NASDAQ
Website: seic.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 4/7/2025 | $81.00 → $77.00 | Underweight → Overweight | Morgan Stanley |
| 1/30/2025 | $99.00 | Mkt Perform → Outperform | Raymond James |
| 3/29/2023 | $60.00 | Neutral | Piper Sandler |
| 7/25/2022 | Mkt Perform | William Blair | |
| 7/12/2022 | $55.00 | Equal-Weight → Underweight | Morgan Stanley |
| 3/28/2022 | $67.00 → $65.00 | Buy → Neutral | Goldman |
| 1/27/2022 | $75.00 → $70.00 | Outperform | Oppenheimer |
| 11/3/2021 | $67.00 | Hold | Truist Securities |
| 11/2/2021 | $67.00 | Hold | Truist Securities |
| 7/22/2021 | $72.00 → $75.00 | Outperform | Oppenheimer |
Morgan Stanley upgraded SEI Investments from Underweight to Overweight and set a new price target of $77.00 from $81.00 previously
Raymond James upgraded SEI Investments from Mkt Perform to Outperform and set a new price target of $99.00
Piper Sandler initiated coverage of SEI Investments with a rating of Neutral and set a new price target of $60.00
William Blair resumed coverage of SEI Investments with a rating of Mkt Perform
Morgan Stanley downgraded SEI Investments from Equal-Weight to Underweight and set a new price target of $55.00
Goldman downgraded SEI Investments from Buy to Neutral and set a new price target of $65.00 from $67.00 previously
Oppenheimer reiterated coverage of SEI Investments with a rating of Outperform and set a new price target of $70.00 from $75.00 previously
Truist Securities initiated coverage of SEI Investments with a rating of Hold and set a new price target of $67.00
Truist Securities initiated coverage of SEI Investments with a rating of Hold and set a new price target of $67.00
Oppenheimer reiterated coverage of SEI Investments with a rating of Outperform and set a new price target of $75.00 from $72.00 previously
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their businesses. SEI will make a strategic investment in the Stratos business, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. Based in Beachwood, OH, Stratos includes a national network of more than 360 experienced financial advisors and financial planning practitioners working across 26 states thro
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., July 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the second quarter 2025 on Wednesday, July 23, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI
TORONTO, July 2, 2025 /CNW/ -- SEI Investments Canada Company (SEI Canada), a wholly-owned subsidiary of SEI Investments Company (NASDAQ:SEIC), today announced changes to the risk ratings of certain SEI Canada funds. After conducting its regular annual review, SEI Canada has changed the risk ratings for specific classes of the funds listed below, which are disclosed in the Fund Facts and the Funds' Simplified Prospectus dated June 26, 2025. Fund name Classes Previous risk rating New risk rating U.S. All Cap Equity IndexFund All classes Medium Medium to high U.S. Small Company EquityFund E,F,O Medium Medium to high No changes were made to the investment objectives or strategies of these fund
NEW YORK, July 1, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, has closed its acquisition of SEI's Family Office Services business. As an independent company, the business will revert to its original name, Archway. After a strong period of growth under SEI's ownership, Aquiline is excited to support Archway with substantial new investment into product, customer experience, and talent. Archway also announced the appointment of several key executives to lead the newly independent company. Anthony Abenante will join A
PHILADELPHIA and OAKS, Pa., July 1, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, and SEI® (NASDAQ:SEIC) today announced the close of Aquiline's acquisition of SEI's Family Office Services business. Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries. Vincenzo La Ruffa, Managing Partner at Aquiline, said: "The intricate nature of many family offices requires a robust infrastructure that can support the complexity of their wealth and inv
High Replication, Multi-Administrator Model Contributes to Increased Costs and Inefficiencies OAKS, Pa. and LONDON, June 10, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today unveiled research that found private market asset managers identify data replication and fragmentation from multiple fund administrators as a challenge, causing operational inefficiencies, resource drain, and increased costs. Conducted in partnership with Cutter Associates, the survey examined the private market fund administration landscape and the current and target state replication model through feedback from U.S.- and U.K.-based managers. Phil McCabe, Head of SEI's Investment Managers business, commented on the indust
Industry Prepares for Substantial Evolution,Advisors Focused on Business Planning, Growth, and Scalability OAKS, Pa., June 3, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that advisors are actively seeking strategies intended to refine and future-proof their practice, according to data collected from its business audit tool.* Within the next 18 months, 40% of respondents are considering a significant business transition, including selling their practices, acquiring or merging with another firm, or navigating key changes in their strategic partnerships. Succession planning and continuity planning remain top concerns, highlighting the need for structured exit strategies. From busi
OAKS, Pa., May 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that the company will participate in the William Blair 45th Annual Growth Stock Conference in Chicago, IL. Sean Denham, SEI's Chief Financial and Chief Operating Officer will present at 10:20 a.m. ET on June 5, 2025. A live webcast of the presentation will be available here. Denham and Michael Lane, an Executive Vice President and Head of Asset Management at SEI, will host one-on-one or small group meetings throughout the day. Analysts and portfolio managers who wish to attend or request a meeting should contact William Blair. A link to a replay of the webcast will be available following the conference in the Investo
OAKS, Pa., May 28, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on May 28, 2025 declared a regular semi-annual dividend of $0.49 per share. The cash dividend will be payable to shareholders of record on June 9, 2025, with a payment date of June 17, 2025. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages
SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA LONDON and OAKS, Pa., May 21, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that TrinityBridge has expanded its strategic partnership with SEI, adopting SEI Sphere® for unified managed services across cloud, cybersecurity, and network operations. SEI Sphere modernises enterprise technology and data infrastructure to help organisations operate securely and efficiently in an increasingly complex digital landscape. Already leveraging the SEI Wealth Platform℠ and SEI Data Cloud, TrinityBridge is the first UK/EMEA client to implement SEI's award-winning managed services platform, embracing its integrated suite of market-
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NEW YORK, July 1, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, has closed its acquisition of SEI's Family Office Services business. As an independent company, the business will revert to its original name, Archway. After a strong period of growth under SEI's ownership, Aquiline is excited to support Archway with substantial new investment into product, customer experience, and talent. Archway also announced the appointment of several key executives to lead the newly independent company. Anthony Abenante will join A
Leaders to Support Strategic Growth Across Global Operations OAKS, Pa. and LUXEMBOURG, Jan. 14, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of three key leaders in Luxembourg as part of the company's strategic focus on scaling its global operations and expertise to drive growth. In Luxembourg, SEI ranks seven out of 129 fund administrators for assets under administration (AUA).1 SEI is also the largest private credit fund administrator by assets globally2 and the largest fund administrator for private market funds in Luxembourg that are managed by a U.S. firm.3 Reporting to Ian MacWilliams, Managing Director of SEI's Luxembourg office: Claire Matteucci serves as
Financial Services Leader's Diverse Experience to Bolster Strategic Growth OAKS, Pa., July 25, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Michael Lane will join SEI on Sept. 16, 2024 as an Executive Vice President and Head of Asset Management, reporting to CEO Ryan Hicke. In his role as a member of the Executive Management team, Lane will be responsible for the business and growth strategy for the company's Advisor and Institutional businesses in North America, as well as leading SEI's investment management teams globally. With 35 years of industry experience, Lane most recently served as Head of iShares U.S. Wealth Advisory at Blackrock, overseeing revenue growth, client
OAKS, Pa., Feb. 5, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Sean Denham as an Executive Vice President and Chief Financial Officer, reporting to CEO Ryan Hicke. Denham's employment will begin on March 18, 2024, and his appointment as CFO will be effective on the day following the resignation of current CFO Dennis McGonigle, whose departure plans were announced by SEI in July 2023. SEI currently expects McGonigle's resignation to be effective on the day of the filing of the company's first-quarter 2024 Form 10-Q. Denham succeeds McGonigle, who has served in a number of different roles and leadership positions at SEI for nearly 40 years. Upon his appointment,
Miller Brings Deep Expertise in Financial Services to Position Hazeltree, the leading provider of treasury and liquidity management solutions for the asset management industry, today announced that Stephanie Miller, President and CEO, joined the SEI® (NASDAQ:SEIC) Board of Directors. Miller will serve as a member of the Audit and Legal and Regulatory Oversight Committees, in addition to carrying out her Board responsibilities. Recognized as a leader in the financial services industry, Miller brings more than 25 years of experience across financial services and a deep knowledge of technology, which uniquely position her to provide expertise on SEI's three pillars of capabilities: technol
Appointment of Sneha Shah Reinforces SEI's Commitment to Driving Growth through Innovation OAKS, Pa., June 20, 2023 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Sneha Shah as an Executive Vice President and Head of New Business Ventures, reporting to CEO Ryan Hicke. In this newly created role, she will: Lead new business and platform identification and incubationEngage clients, accelerators, and the entrepreneurial community to invest in and accelerate new ideas and solutionsCultivate innovation that drives top-line growthHicke said: "An important comp
Staci Werbin-Tanner Joins SEI's Asset Management Distribution Team TORONTO, Feb. 2, 2023 /CNW/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Staci Werbin-Tanner as Director of National Accounts in its Asset Management Distribution business (AMD) for SEI Investments Canada Company (SEI Canada). With more than 20 years' asset management experience in the Canadian market, Werbin-Tanner will be responsible for AMD's national accounts strategy, as well as expanding and supporting existing relationships within SEI's largest strategic wealth management partners and distributors. She will also identify and pursue new relationships and distribution opportunities for SEI's investment produ
Senior Technology Leader Brings Deep Expertise in Digital Transformation for Wealth Management OAKS, Pa., April 20, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Jonathan Brassington has been appointed to its Board of Directors. He joins Chairman and CEO Alfred P. West, Jr.; current directors Sarah Blumenstein, William Doran, Carl Guarino, Kathryn McCarthy, and Carmen Romeo; and Ryan Hicke, future director and SEI's next CEO, effective June 1. In addition to his board responsibilities, Brassington will serve as a member of the Audit, Compensation, and Nominating Committees. As Executive Vice President and Digital Customer Experience (DCX) Business Line Leader of Capgemini, Inc
Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman OAKS, Pa., April 4, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Ryan Hicke, Executive Vice President and Chief Information Officer, will become the company's next chief executive officer and a member of its board of directors, effective June 1, 2022. Hicke will succeed Founder Alfred P. West, Jr., who is transitioning to the role of Executive Chairman after successfully leading and growing SEI for more than 50 years. The executive management team, currently reporting to West, will report to Hicke effective June 1.
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Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., July 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the second quarter 2025 on Wednesday, July 23, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI
OAKS, Pa., May 28, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on May 28, 2025 declared a regular semi-annual dividend of $0.49 per share. The cash dividend will be payable to shareholders of record on June 9, 2025, with a payment date of June 17, 2025. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages
OAKS, Pa., April 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first quarter 2025. Relative to the first quarter 2024, EPS increased by 18%, and revenue and operating income grew by 8% and 25%, respectively, with operating margins increasing to 28%. Consolidated Overview (In thousands, except earnings per share) For the Three MonthsEnded March 31, 2025 2024 % Revenues $551,344 $511,579 8 % Operating income 157,097 125,851 25 % Operating margin 28 % 25 % 12 % Net income 151,517 131,400 15 % Diluted earnings per share $1.17 $0.99 18 % "Building upon our strong momentum heading into 2025, our first-quarter results reflect another recor
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., April 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the first quarter 2025 on Wednesday, April 23, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI
OAKS, Pa., Jan. 29, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth quarter 2024. Relative to the fourth quarter 2023, EPS increased by 31%, and revenue and operating income grew by 15% and 43%, respectively, with operating margins increasing to 26%. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2024 2023 % 2024 2023 % Revenues $557,190 $484,858 15 % $2,125,151 $1,919,793 11 % Operating income 145,544 101,684 43 % 551,741 424,524 30 % Operating margin 26 % 21 % 25 % 26 % 22 % 17 % Net income 155,771 120,731 29 % 581,191 462,258 26 % D
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., Jan. 13, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the fourth quarter 2024 on Wednesday, Jan. 29, 2025 after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI®SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, o
NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the fourth quarter of 2024. This quarter, there are constituent changes within four of our indexes: the KBW Nasdaq Capital Markets Index (Index Ticker: KSX, ETF Ticker:N/A), KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), and KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY
OAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on Dec. 12, 2024 declared a regular semi-annual dividend of $0.49 per share, an increase from the prior semi-annual dividend of $0.46. The cash dividend will be payable to shareholders of record on Dec. 27, 2024, with a payment date of Jan. 8, 2025. About SEI®SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations
New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities OAKS, Pa., Dec. 11, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors OAKS, Pa., Nov. 18, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of a new lineup of separately managed account (SMA) strategies, offered through the Managed Account Solutions program1 and designed to increase flexibility in both equity and fixed income solutions. The additions include SEI-managed strategies and third-party strategies from exceptional global investment firms, including AllianceBernstein, Loomis Sayles, and Parametric Portfolio Associates. Jim Smigiel, Chief Investment Officer and Head of SEI's Investment Management Unit, said: "We continue to integrate in-house e