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 |
|---|---|---|---|
| 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 |
4 - SEI INVESTMENTS CO (0000350894) (Reporting)
8-K/A - SEI INVESTMENTS CO (0000350894) (Filer)
8-K - SEI INVESTMENTS CO (0000350894) (Filer)
8-K - SEI INVESTMENTS CO (0000350894) (Filer)
8-K - SEI INVESTMENTS CO (0000350894) (Filer)
SCHEDULE 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SCHEDULE 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
13F-HR - SEI INVESTMENTS CO (0000350894) (Filer)
10-Q - SEI INVESTMENTS CO (0000350894) (Filer)
8-K - SEI INVESTMENTS CO (0000350894) (Filer)
8-K - SEI INVESTMENTS CO (0000350894) (Filer)
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
Morgan Stanley reiterated coverage of SEI Investments with a rating of Equal-Weight and set a new price target of $74.00 from $75.00 previously
Morgan Stanley reiterated coverage of SEI Investments with a rating of Equal-Weight and set a new price target of $75.00 from $74.00 previously
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
4 - SEI INVESTMENTS CO (0000350894) (Issuer)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)
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
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
SEI's Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency LONDON, Jan. 8, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and Attivo Investments today announced a strategic partnership, leveraging SEI's Co-CIO solution to deliver cutting-edge, scalable, and efficient investment services tailored to advisers and their clients. SEI will support Attivo Investments' in-house team in developing a sophisticated investment approach for advisers to help investors meet their financial goals, as well as providing business support to help power Attivo Investments' growth.
Launch Strengthens Comprehensive Global Offering and Operational Footprint OAKS, Pa. and LUXEMBOURG, Jan. 7, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of depositary services for Luxembourg alternative investment funds (AIFs), the second-largest fund center in the world.1 With depositary assets growing from $17 billion in 2018 to $100 billion in 2024,2 SEI has experienced significant demand for this service and already provides depositary services to more than 430 funds from other fund centers.2 SEI is the largest fund administrator for private market funds in Luxembourg that are managed by a U.S. firm3 and the largest private credit fund administrator by assets globa
Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers OAKS, Pa., Dec. 20, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Frontier Asset Management (Frontier) selected the Advisors' Inner Circle Fund® (AIC) series trust as its operational platform to launch six new active ETFs, including: Frontier Asset Absolute Return ETF (NYSE:FARX)Frontier Asset Core Bond ETF (NYSE:FCBD)Frontier Asset Opportunistic Credit ETF (NYSE:FOPC)Frontier Asset Global Small Cap Equity ETF (NYSE:FGSM)Frontier Asset Total International Equity ETF (NYSE:FINT)Frontier Asset U.S
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
Fund Structure to Provide Investment Flexibility and Growth Opportunities for Investment Advisors OAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the filing of an exemptive application with the Securities and Exchange Commission (SEC), seeking approval to establish an ETF multi-share class structure of mutual funds administered and distributed by SEI. As industry demand for this fund structure has increased, SEI has evaluated the ETF multi-share class model and how it can help effectively meet the needs of its proprietary mutual funds and clients ut
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.
Breadth of Global Offering Enables Customization and Business Transformation for Private Credit Funds OAKS, Pa. and LUXEMBOURG, Nov. 29, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Arrow Global Group Limited (Arrow Global), a leading European alternative asset manager specializing in private credit and real estate, selected SEI to support its fund administration, loan operations, and investor services for its private credit fund domiciled in Luxembourg. Ranked seven out of 129 fund administrators in Luxembourg based on AUA,1 SEI is the largest fund administrator for private market funds in Luxembourg that are managed by a U.S. firm2 and the largest private credit fund admin
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
Net Sales Events, AUM, and AUA Drive Record Quarter OAKS, Pa., Oct. 23, 2024 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third quarter 2024. Relative to the third quarter 2023, EPS increased by 37%, and revenue and operating income grew by 13% and 33%, respectively, with operating margins increasing to 26.8%. All business segments reported revenue and operating margin growth relative to both the third quarter 2023 and the second quarter 2024. Net sales events of $46 million represent the highest level ever achieved in a single quarter. Total assets under management, administration, and advisement grew to a record high of approximately $1.6
Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., Oct. 10, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the third quarter 2024 on Wednesday, Oct. 23, 2024 after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. The public is invited to listen to the call and replay at www.seic.com/ir-events. 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, financial institutions and professionals, and
SEI-Managed Investment Options Bolster Choice, Control, and Customization in SMA and UMA Solutions Through Managed Accounts Program OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program.1 The additional strategies were developed in response to feedback from some of the company's largest strategic clients and include the launch of fixed income-based direct indexing investment strategies that enhance SEI's existing lineup of individual bond strategies, as well as dividend-focused equity options
OAKS, Pa., July 24, 2024 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2024. Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023. Consolidated Overview (In thousands, exceptearnings per share) For the Three Months Ended June 30, For the Six Months Ended June 30, 2024 2023 % 2024 2023 % Revenues $518,986 $489,057 6 % $1,030,565 $958,176 8 % Net income 139,120 118,851 17 % 270,520 225,866 20 % Diluted earnings per share $1.05 $0.89 18 % $2.04 $1.68 21 % "Our second-quarter results reflect 6% profit growth quarter over quarter, as our focus on capital allocati
Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time OAKS, Pa., July 17, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the second quarter 2024 on Wednesday, July 24, 2024 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m. Eastern time. The public is invited to listen to the call at www.seic.com/ir-events. Replays will be available shortly after the call at (USA) 866-207-1041; (International) 402-970-0847; Access Code: 9919219. About SEI®SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment
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.