Skip to main content
SEICSEI Investments CompanySell6.1·$90.13+0.82%
Open full analysis

SEI Investments Company (SEIC) Stock Analysis

Temp Headwind edge

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Analyst target reached at $90.13 — A.R:R 0.2:1 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 (4.0% 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

$90.13+1.2% A.UpsideScore 6.1/10#25 of 109 Asset Management
QualityF-score7 / 9FCF yield3.76%
IncomeYield1.16%(5y avg 1.30%)Payout17.24%sustainable
Stop $86.73Target $91.23(analyst − 13%)A.R:R 0.2:1
Analyst target$104.86+16.3%7 analysts
$91.23our TP
$90.13price
$104.86mean
$69
$122

Sell if holding. Analyst target reached at $90.13 — A.R:R 0.2:1 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 (4.0% away). Chart setup: No clear chart pattern; technical signals are mixed. Score 6.1/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 37d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

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

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 22, 202637d 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 (4.0% away)
Leverage penalty (D/E 2.5): -1.5

Key Metrics

P/E (TTM)15.3
P/E (Fwd)13.5
Mkt Cap$10.8B
EV/EBITDA15.2
Profit Mgn31.2%
ROE29.6%
Rev Growth12.8%
Beta0.98
Dividend1.16%
Rating analysts12

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C0.71neutral
IV56%elevated
Max Pain$55-39.0% vs spot

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

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

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

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.0
Macd
3.0
Rsi
5.5
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.7<4.5A.R:R 0.2 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 37d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
50 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $85.75Resistance $92.15

Price Targets

$87
$91
A.Upside+1.2%
A.R:R0.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (1.2% upside)
! momentum at 3.7 (below the engine's 4.5 threshold)
! asymmetry at 0.2 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-22 (37d)

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 $90.13 — A.R:R 0.2:1 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 (4.0% away). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $86.73. Score 6.1/10, moderate confidence.

What is the SEIC stock price target?

Take-profit target: $91.23 (+1.2% upside). Prior stop was $86.73. Stop-loss: $86.73.

What are the risks of investing in SEIC?

Analyst target reached - limited upside remaining; Near 52-week high (4.0% away); Leverage penalty (D/E 2.5): -1.5.

Is SEIC overvalued or undervalued?

SEI Investments Company trades at a P/E of 15.3 (forward 13.5). TrendMatrix value score: 6.0/10. 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.

Related stocks: ETG (Eaton Vance Tax-Advantaged Glob) · AOD (Aberdeen Total Dynamic Dividend) · SII (Sprott Inc.) · OTF (Blue Owl Technology Finance Cor) · RVT (Royce Value Trust, Inc.)
Home Stocks SEIC

Latest news

Latest News

Investing.com UK19d ago
MarketBeat55d ago
Stocktwits55d ago
Yahoo Finance62d agoEarnings
MarketBeat62d agoEarnings
Marketscreener.com6d ago
Yahoo Finance12d agoEarnings
MarketBeat13d ago
MarketBeat21d ago
TradingView56d agoEarnings
Marketscreener.com28d agoProduct
Sahm63d ago
MarketBeat14d ago
TipRanks18d ago
MarketBeat19d ago
Yahoo Finance19d agoProduct
MarketBeat26d ago
MarketBeat26d ago
AD HOC NEWS26d ago
MarketBeat61d ago
Loading more...