SEI Investments Company (SEIC) Stock Analysis
Recovery setup
Financial Services · Asset Management
Sell if holding. Analyst target reached at $90.81 — A.R:R is negative (-0.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (3.4% away).
SEI Investments is a global financial technology and asset management firm serving investment managers, private banks, advisors, and institutional investors through four segments. In 2025, the company earned $2.3B in revenue (57% from technology/operations outsourcing, 38% from... Read more
Sell if holding. Analyst target reached at $90.81 — A.R:R is negative (-0.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (3.4% away). Chart setup: Death cross but MACD improving, RSI 80. Score 6.0/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 82d clear, semi cycle peak clear). Fails on favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerlarge institutional clients10-K Item 1A: 'certain clients represent a significant portion of our assets under management or administration, the loss of one or more large clients could disproportionately impact our financial results'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $90.81 — A.R:R is negative (-0.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (3.4% away). Chart setup: Death cross but MACD improving, RSI 80. Prior stop was $85.69. Score 6.0/10, moderate confidence.
Take-profit target: $91.01 (+0.2% upside). Prior stop was $85.69. Stop-loss: $85.69.
Analyst target reached - limited upside remaining; Near 52-week high (3.4% away); Leverage penalty (D/E 2.5): -1.5.
SEI Investments Company trades at a P/E of 15.5 (forward 13.7). TrendMatrix value score: 5.8/10. Verdict: Sell.
12 analysts cover SEIC with a consensus score of 4.0/5. Average price target: $104.
What does SEI Investments Company do?SEI Investments is a global financial technology and asset management firm serving investment managers, private banks,...
SEI Investments is a global financial technology and asset management firm serving investment managers, private banks, advisors, and institutional investors through four segments. In 2025, the company earned $2.3B in revenue (57% from technology/operations outsourcing, 38% from asset management) and managed/advised/administered approximately $1.9T in assets.