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SEICSEI Investments CompanySell6.2·$89.40+1.42%
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SEI Investments Company (SEIC) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Analyst target reached at $89.40 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (4.9% away).

SEI Investments provides financial technology, operations outsourcing, and asset management to wealth managers, banks, investment advisors, asset managers, and institutional investors globally, managing or administering approximately $1.9 trillion in assets. Revenue is 57% from... Read more

$89.40+2.0% A.UpsideScore 6.2/10#17 of 109 Asset Management
QualityF-score7 / 9FCF yield3.82%
IncomeYield1.18%(5y avg 1.30%)Payout17.24%sustainable
Stop $86.00Target $91.23(analyst − 13%)A.R:R 0.4:1
Analyst target$104.86+17.3%7 analysts
$91.23our TP
$89.40price
$104.86mean
$69
$122

Sell if holding. Analyst target reached at $89.40 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (4.9% away). Chart setup: RSI 48 mid-range, Bollinger mid-band. Score 6.2/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 40d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-13
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 22, 202640d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Wide economic moat
Risks
Analyst target reached - limited upside remaining
Near 52-week high (4.9% away)
Leverage penalty (D/E 2.5): -1.5

Key Metrics

P/E (TTM)15.0
P/E (Fwd)13.3
Mkt Cap$10.6B
EV/EBITDA15.0
Profit Mgn31.2%
ROE29.6%
Rev Growth12.8%
Beta0.98
Dividend1.18%
Rating analysts12

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C0.38bullish
IV51%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R 0.4 < 1.5@spotMomentum 5.5>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 40d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
48 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $85.75Resistance $92.15

Price Targets

$86
$91
A.Upside+2.0%
A.R:R0.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (2.0% upside)
! asymmetry at 0.4 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-22 (40d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SEIC stock a buy right now?

Sell if holding. Analyst target reached at $89.40 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (4.9% away). Chart setup: RSI 48 mid-range, Bollinger mid-band. Prior stop was $86.00. Score 6.2/10, moderate confidence.

What is the SEIC stock price target?

Take-profit target: $91.23 (+2.0% upside). Prior stop was $86.00. Stop-loss: $86.00.

What are the risks of investing in SEIC?

Analyst target reached - limited upside remaining; Near 52-week high (4.9% away); Leverage penalty (D/E 2.5): -1.5.

Is SEIC overvalued or undervalued?

SEI Investments Company trades at a P/E of 15.0 (forward 13.3). TrendMatrix value score: 6.1/10. Verdict: Sell.

What do analysts say about SEIC?

12 analysts cover SEIC with a consensus score of 4.0/5. Average price target: $105.

What does SEI Investments Company do?SEI Investments provides financial technology, operations outsourcing, and asset management to wealth managers, banks,...

SEI Investments provides financial technology, operations outsourcing, and asset management to wealth managers, banks, investment advisors, asset managers, and institutional investors globally, managing or administering approximately $1.9 trillion in assets. Revenue is 57% from technology/ops outsourcing and 38% from asset management fees, earned across four segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors.

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