SEIC 📈 SEI Investments - Overview
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US7841171033
SEIC: Wealth Management, Retirement Solutions, Investment Services, Asset Management
SEI Investments Company is a publicly owned asset management holding company that operates through a network of subsidiaries, providing a comprehensive range of financial services and solutions to a diverse client base. This includes wealth management, retirement, and investment solutions, as well as asset management, administration, and investment processing outsourcing. The firm's services cater to a broad spectrum of clients, including private banks, independent financial advisers, institutional investors, and investment managers, among others. By leveraging its subsidiaries, SEI Investments Company is able to deliver tailored solutions that meet the unique needs of each client, whether it's a corporation, not-for-profit organization, or individual investor.
The firm's investment approach is centered on fundamental and quantitative analysis, with a dual focus on top-down and bottom-up analysis. This enables SEI Investments Company to make informed investment decisions on behalf of its clients, with a view to optimizing returns and minimizing risk. Through its subsidiaries, the firm manages separate client-focused portfolios, and also launches and manages a range of mutual funds, including equity, fixed income, and balanced funds. By investing in public equity and fixed income markets, SEI Investments Company is able to provide its clients with access to a broad range of asset classes and investment opportunities.
With a history dating back to 1968, SEI Investments Company has established itself as a trusted and experienced player in the asset management industry. Headquartered in Oaks, Pennsylvania, the firm has built a reputation for delivering high-quality services and solutions to its clients, and is committed to helping them achieve their financial goals. As a publicly owned company, SEI Investments Company is listed on the NASDAQ stock exchange under the ticker symbol SEIC, and its common stock is classified under the GICS Sub Industry category of Asset Management & Custody Banks. Further information about the company can be found on its website at https://www.seic.com, and its ISIN code is US7841171033.
Additional Sources for SEIC Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SEIC Stock Overview
Market Cap in USD | 10,879m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1990-03-26 |
SEIC Stock Ratings
Growth 5y | 43.1% |
Fundamental | 74.2% |
Dividend | 48.9% |
Rel. Strength Industry | 3.94 |
Analysts | 3.13/5 |
Fair Price Momentum | 80.08 USD |
Fair Price DCF | 88.25 USD |
SEIC Dividends
Dividend Yield 12m | 1.11% |
Yield on Cost 5y | 1.49% |
Annual Growth 5y | 5.53% |
Payout Consistency | 76.5% |
SEIC Growth Ratios
Growth Correlation 3m | 96.1% |
Growth Correlation 12m | 67.1% |
Growth Correlation 5y | 63.4% |
CAGR 5y | 6.04% |
CAGR/Mean DD 5y | 0.50 |
Sharpe Ratio 12m | 1.28 |
Alpha | 1.15 |
Beta | 1.13 |
Volatility | 36.79% |
Current Volume | 1932.6k |
Average Volume 20d | 818.2k |
As of December 21, 2024, the stock is trading at USD 82.75 with a total of 1,932,640 shares traded.
Over the past week, the price has changed by -5.90%, over one month by +2.53%, over three months by +17.77% and over the past year by +29.81%.
Yes, based on ValueRay Fundamental Analyses, SEI Investments (NASDAQ:SEIC) is currently (December 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 74.16 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SEIC as of December 2024 is 80.08. This means that SEIC is currently overvalued and has a potential downside of -3.23%.
SEI Investments has received a consensus analysts rating of 3.13. Therefor, it is recommend to hold SEIC.
- Strong Buy: 1
- Buy: 1
- Hold: 5
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, SEIC SEI Investments will be worth about 89.4 in December 2025. The stock is currently trading at 82.75. This means that the stock has a potential upside of +8.04%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 78.8 | -4.8% |
Analysts Target Price | 65.3 | -21.1% |
ValueRay Target Price | 89.4 | 8% |