Stocks · Financial Services · Asset Management
SEI Investments Company SEIC
$102.43 -1.39% Close, Oct 2, 2026 · NASDAQ · Market cap $12.29B
High quality
Next earnings report: Oct 28, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Earnings beat analyst estimates in each of the last 6 quarters (average surprise over the last four: +8.5%).
- The stock is in an uptrend: above its 200-day average for 114 trading days, with the 50-day average above the 200-day.
- Revenue over the last four quarters was $2.45B, up 11.3% from a year earlier.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth38Weak
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 36%
- EPS growth (TTM, YoY)Bottom 34%
- FCF growth (TTM, YoY)Bottom 46%
- Revenue growth, 3-year CAGRBottom 16%
- Revenue growth accelerationTop 30%
Quality86Strong
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 7%
- Gross marginTop 45%
- Operating marginTop 30%
- Cash conversion (OCF / net income)Bottom 39%
- Accruals (lower is better)Bottom 42%
- Net debt / EBITDA (lower is better)Top 23%
- Interest coverTop 1%
Value38Weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 45%
- Free-cash-flow yieldBottom 38%
- EBITDA / enterprise valueTop 40%
- Sales / enterprise valueBottom 26%
- P/E vs own 5-year history (lower is better)Bottom 36%
Momentum75Positive
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 24%
- 6-month returnTop 8%
- 1-year return vs S&P 500Top 29%
- Distance from 52-week highTop 43%
- Trend checklist (0–4)Top 48%
Revisions93Exceptional
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 33%
- Consecutive EPS beatsTop 20%
- Share of analysts rating BuyTop 14%
- Upside to consensus price targetTop 33%
Stability64Neutral
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 37%
- Maximum drawdown, 3 yearsTop 32%
- Beta vs S&P 500 (lower is better)Bottom 23%
- Net debt / EBITDA (lower is better)Top 23%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 9.4% | 11.3% | ↑ |
| EPS growth (YoY) | 27.4% | 6.4% | ↓ |
| Gross margin | 60.0% | 67.3% | ↑ |
| Operating margin | 27.0% | 29.0% | ↑ |
| FCF margin | 27.6% | 28.3% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 11.3% | 9.4% | ↑ | Top 36% |
| EPS growth (TTM, YoY) | 6.4% | 27.4% | ↓ | Bottom 34% |
| Gross margin | 67.3% | 60.0% | ↑ | Top 45% |
| Operating margin | 29.0% | 27.0% | ↑ | Top 30% |
| Net margin | 28.8% | 31.3% | ↓ | — |
| Free-cash-flow margin | 28.3% | 27.6% | ↑ | — |
| Return on invested capital | 16.8% | — | Top 7% | |
| Revenue growth, 3-year CAGR | 4.9% | — | Bottom 16% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.01×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -0.2%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 1.1%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +11.6 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- -0.34×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 520.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.01%
- Net buyback yield (TTM)
- 1.53%
- Shareholder yield
- 1.54%
- Share count change, 1 year
- -3.9%
- Share count change, 3-year CAGR
- -2.7%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 27, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 6
- Beats in the last 8 reports
- 7 of 8
- Average EPS surprise, last 4
- +8.5%
- Average 2-day reaction, last 8
- +0.3%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $124.50
- Target vs current price
- +21.5%
- Analysts with a rating
- 14
- Share rating Buy or Strong Buy
- 79%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 22, 2026 | +15.3% | +1.1% | +5.6% | +9.5% | — |
| Apr 22, 2026 | +11.6% | +2.0% | +10.1% | +9.5% | +19.4% |
| Jan 28, 2026 | +3.0% | +1.7% | -0.6% | -3.4% | +7.6% |
| Oct 22, 2025 | +4.0% | -1.3% | -0.8% | -5.1% | +4.3% |
| Jul 23, 2025 | +49.6% | -0.7% | -2.3% | -2.6% | -8.8% |
| Apr 23, 2025 | +4.5% | +1.5% | +8.5% | +19.0% | +29.1% |
| Jan 29, 2025 | -1.7% | -1.7% | +2.1% | -5.8% | -6.7% |
| Oct 23, 2024 | +11.2% | -0.6% | +7.1% | +11.7% | +18.0% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 22, 2026 | $1.66 | $1.44 | +15.3% | $641.6M |
| Apr 22, 2026 | $1.44 | $1.29 | +11.6% | $622.2M |
| Jan 28, 2026 | $1.38 | $1.34 | +3.0% | $607.9M |
| Oct 22, 2025 | $1.30 | $1.25 | +4.0% | $578.5M |
| Jul 23, 2025 | $1.78 | $1.19 | +49.6% | $559.6M |
| Apr 23, 2025 | $1.17 | $1.12 | +4.5% | $551.3M |
| Jan 29, 2025 | $1.19 | $1.21 | -1.7% | $557.2M |
| Oct 23, 2024 | $1.19 | $1.07 | +11.2% | $537.4M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 18.1× | 17.4× | 71th | Bottom 45% |
| P/E (forward) | 16.1× | — | — | — |
| EV / EBITDA | 12.4× | — | — | Top 40% |
| EV / Sales | 4.88× | — | — | Bottom 26% |
| Free-cash-flow yield | 5.64% | — | — | Bottom 38% |
| Earnings yield | 5.54% | — | — | Bottom 45% |
P/E over the past five years
Range 13.0× – 21.3× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +21.8%
- Earnings per share growth (TTM)
- +6.4%
- Change in P/E multiple
- +7.5%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 114
- 50-day average slope (20 days)
- +4.3%
- 200-day average slope (20 days)
- +2.8%
- Distance from 50-day average
- -3.4%
- Distance from 200-day average
- +12.6%
- RSI (14)
- 38.2
- Relative volume
- 0.69×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 18.3%
- Volatility vs own 5-year history
- 36th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.95
- Correlation with S&P 500
- 0.62
- Current drawdown from 1-year high
- -8.2%
- Maximum drawdown, 3 years
- -23.3%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 16, 2021 | Oct 20, 2022 | -27.0% | 233 days | 321 days (Feb 1, 2024) |
| Jan 31, 2025 | Apr 8, 2025 | -23.3% | 46 days | 53 days (Jun 25, 2025) |
| Jul 10, 2025 | Apr 7, 2026 | -19.9% | 186 days | 61 days (Jul 6, 2026) |
| Jan 8, 2021 | Jan 29, 2021 | -14.5% | 14 days | 43 days (Apr 1, 2021) |
| Oct 20, 2020 | Oct 30, 2020 | -13.4% | 8 days | 28 days (Dec 10, 2020) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $12.29B
- P/E (TTM)
- 18.1
- EPS, diluted (TTM)
- $5.67
- Revenue (TTM)
- $2.45B
- Dividend yield
- 1.02%
- 52-week range
- $75.08 – $112.15
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $1.92B | $1.99B | $1.92B | $2.13B | $2.30B |
| Gross profit | $1.09B | $1.05B | $984.1M | $1.13B | $1.36B |
| Operating income | $553.4M | $475.8M | $424.5M | $551.7M | $627.3M |
| Net income | $546.6M | $475.5M | $462.3M | $581.2M | $715.3M |
| EPS (diluted) | $3.81 | $3.46 | $3.46 | $4.41 | $5.63 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $537.4M | $557.2M | $551.3M | $559.6M | $578.5M | $607.9M | $622.2M | $645.2M |
| Net income | $154.9M | $155.8M | $151.5M | $227.1M | $164.2M | $172.5M | $174.5M | $195.7M |
| EPS (diluted) | $1.19 | $1.19 | $1.17 | $1.78 | $1.30 | $1.38 | $1.40 | $1.59 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $633.1M | $566.1M | $447.0M | $622.3M | $607.7M |
| Capital expenditure | -$52.5M | -$74.5M | -$58.8M | -$56.6M | -$22.6M |
| Free cash flow | $580.6M | $491.6M | $388.2M | $565.8M | $585.0M |
| Dividends paid | -$105.5M | -$109.8M | -$114.8M | -$120.3M | -$124.2M |
| Net share buybacks | -$352.8M | -$286.5M | -$207.7M | -$374.1M | -$483.9M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $421.2M
- Total assets
- $3.32B
- Total liabilities
- $788.5M
- Total debt
- $67.9M
- Net debt
- -$327.8M
- Shareholders’ equity
- $2.50B
As of Jun 30, 2026 (filed Jul 27, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Jun 8, 2026 | $0.52 | Jun 16, 2026 |
| Dec 29, 2025 | $0.52 | Jan 12, 2026 |
| Jun 9, 2025 | $0.49 | Jun 17, 2025 |
| Dec 27, 2024 | $0.49 | Jan 8, 2025 |
| Jun 10, 2024 | $0.46 | Jun 18, 2024 |
| Dec 27, 2023 | $0.46 | Jan 9, 2024 |
| Jun 9, 2023 | $0.43 | Jun 21, 2023 |
| Dec 16, 2022 | $0.43 | Jan 5, 2023 |
Short interest
- Shares sold short
- 2,332,194
- Days to cover
- 3.39
- Change vs previous report
- +8.5%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Jun 22, 2007
- 2-for-1
- Mar 1, 2001
- 2-for-1
- Jun 20, 2000
- 3-for-1
- Jul 7, 1993
- 2-for-1
- Jun 23, 1987
- 2-for-1