Is SEI Investments Stock a Good Investment?
SEI Investments Investment Advice | SEIC |
- Examine SEI Investments' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research SEI Investments' leadership team and their track record. Good management can help SEI Investments navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact SEI Investments' business and its evolving consumer preferences.
- Compare SEI Investments' performance and market position to its competitors. Analyze how SEI Investments is positioned in terms of product offerings, innovation, and market share.
- Check if SEI Investments pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about SEI Investments' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in SEI Investments stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if SEI Investments is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine SEI Investments Stock
Researching SEI Investments' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 24.0% of the company outstanding shares are owned by corporate insiders. The book value of SEI Investments was at this time reported as 18.29. The company has Price/Earnings To Growth (PEG) ratio of 1.27. SEI Investments last dividend was issued on the 10th of June 2024. The entity had 2:1 split on the 22nd of June 2007.
To determine if SEI Investments is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding SEI Investments' research are outlined below:
| SEI Investments has a poor financial position based on the latest SEC disclosures | |
| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: All You Need to Know About SEI Rating Upgrade to Strong Buy |
SEI Investments uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in SEI Investments. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to SEI Investments' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 31st of January 2024 Upcoming Quarterly Report | View | |
| 18th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 31st of January 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact SEI Investments' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises SEI Investments' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2000-07-18 | 2000-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2000-04-19 | 2000-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
1999-10-18 | 1999-09-30 | 0.07 | 0.08 | 0.01 | 14 | ||
1999-07-19 | 1999-06-30 | 0.06 | 0.07 | 0.01 | 16 | ||
1999-02-08 | 1998-12-31 | 0.05 | 0.06 | 0.01 | 20 | ||
1998-10-14 | 1998-09-30 | 0.04 | 0.05 | 0.01 | 25 | ||
1998-07-20 | 1998-06-30 | 0.04 | 0.05 | 0.01 | 25 | ||
1997-07-21 | 1997-06-30 | 0.03 | 0.02 | -0.01 | 33 |
Know SEI Investments' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as SEI Investments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SEI Investments backward and forwards among themselves. SEI Investments' institutional investor refers to the entity that pools money to purchase SEI Investments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Btim Corp | 2024-09-30 | 1.3 M | Citadel Advisors Llc | 2024-09-30 | 1.2 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.2 M | Legal & General Group Plc | 2024-06-30 | 1 M | First Trust Advisors L.p. | 2024-06-30 | 896.7 K | Fmr Inc | 2024-09-30 | 885.1 K | Northern Trust Corp | 2024-09-30 | 883.8 K | Brown Advisory Holdings Inc | 2024-09-30 | 805.8 K | Natixis Advisors, Llc. | 2024-06-30 | 675.3 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 11.9 M | Vanguard Group Inc | 2024-09-30 | 11.6 M |
SEI Investments' market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 10.65 B.Market Cap |
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SEI Investments' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.22 | 0.17 | |
| Return On Capital Employed | 0.20 | 0.19 | |
| Return On Assets | 0.18 | 0.14 | |
| Return On Equity | 0.22 | 0.34 |
Determining SEI Investments' profitability involves analyzing its financial statements and using various financial metrics to determine if SEI Investments is a good buy. For example, gross profit margin measures SEI Investments' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of SEI Investments' profitability and make more informed investment decisions.
Please note, the presentation of SEI Investments' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, SEI Investments' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of SEI Investments' management manipulating its earnings.
Evaluate SEI Investments' management efficiency
SEI Investments has return on total asset (ROA) of 0.1262 % which means that it generated a profit of $0.1262 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2461 %, meaning that it created $0.2461 on every $100 dollars invested by stockholders. SEI Investments' management efficiency ratios could be used to measure how well SEI Investments manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Equity is expected to grow to 0.34, whereas Return On Tangible Assets are forecasted to decline to 0.17. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 78.7 M, whereas Non Currrent Assets Other are forecasted to decline to about 45.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 16.08 | 16.88 | |
| Tangible Book Value Per Share | 12.61 | 13.24 | |
| Enterprise Value Over EBITDA | 15.20 | 10.34 | |
| Price Book Value Ratio | 3.95 | 3.75 | |
| Enterprise Value Multiple | 15.20 | 10.34 | |
| Price Fair Value | 3.95 | 3.75 | |
| Enterprise Value | 6.9 B | 7.2 B |
The operational strategies employed by SEI Investments management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Dividend Yield 0.0112 | Forward Dividend Yield 0.0112 | Forward Dividend Rate 0.92 | Beta 0.974 |
Basic technical analysis of SEI Stock
As of the 30th of November, SEI Investments has the coefficient of variation of 370.57, and Risk Adjusted Performance of 0.2098. In connection with fundamental indicators, the technical analysis model makes it possible for you to check practical technical drivers of SEI Investments, as well as the relationship between them.SEI Investments' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SEI Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on SEI Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SEI Investments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
SEI Investments' Outstanding Corporate Bonds
SEI Investments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SEI Investments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SEI bonds can be classified according to their maturity, which is the date when SEI Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| SESGFP 53 25 MAR 44 Corp BondUS78413KAB89 | View | |
| US78410GAD60 Corp BondUS78410GAD60 | View | |
| US78410GAG91 Corp BondUS78410GAG91 | View |
Understand SEI Investments' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing SEI Investments' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.2098 | |||
| Market Risk Adjusted Performance | 0.3768 | |||
| Mean Deviation | 0.801 | |||
| Semi Deviation | 0.5507 | |||
| Downside Deviation | 0.9875 | |||
| Coefficient Of Variation | 370.57 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.39 | |||
| Information Ratio | 0.1531 | |||
| Jensen Alpha | 0.201 | |||
| Total Risk Alpha | 0.1114 | |||
| Sortino Ratio | 0.1828 | |||
| Treynor Ratio | 0.3668 | |||
| Maximum Drawdown | 7.23 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.57 | |||
| Downside Variance | 0.9752 | |||
| Semi Variance | 0.3033 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 1.33 | |||
| Kurtosis | 5.12 |
| Risk Adjusted Performance | 0.2098 | |||
| Market Risk Adjusted Performance | 0.3768 | |||
| Mean Deviation | 0.801 | |||
| Semi Deviation | 0.5507 | |||
| Downside Deviation | 0.9875 | |||
| Coefficient Of Variation | 370.57 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.39 | |||
| Information Ratio | 0.1531 | |||
| Jensen Alpha | 0.201 | |||
| Total Risk Alpha | 0.1114 | |||
| Sortino Ratio | 0.1828 | |||
| Treynor Ratio | 0.3668 | |||
| Maximum Drawdown | 7.23 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.57 | |||
| Downside Variance | 0.9752 | |||
| Semi Variance | 0.3033 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 1.33 | |||
| Kurtosis | 5.12 |
Consider SEI Investments' intraday indicators
SEI Investments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SEI Investments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
SEI Investments Corporate Filings
F4 | 27th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 14th of November 2024 Other Reports | ViewVerify | |
| 12th of November 2024 Other Reports | ViewVerify | |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
SEI Stock media impact
Far too much social signal, news, headlines, and media speculation about SEI Investments that are available to investors today. That information is available publicly through SEI media outlets and privately through word of mouth or via SEI internal channels. However, regardless of the origin, that massive amount of SEI data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of SEI Investments news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of SEI Investments relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to SEI Investments' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive SEI Investments alpha.
SEI Investments Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards SEI Investments can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
SEI Investments Historical Investor Sentiment
Investor biases related to SEI Investments' public news can be used to forecast risks associated with an investment in SEI. The trend in average sentiment can be used to explain how an investor holding SEI can time the market purely based on public headlines and social activities around SEI Investments. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
SEI Investments' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for SEI Investments and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average SEI Investments news discussions. The higher the estimate score, the more favorable the investor's outlook on SEI Investments.
SEI Investments Corporate Executives
Elected by the shareholders, the SEI Investments' board of directors comprises two types of representatives: SEI Investments inside directors who are chosen from within the company, and outside directors, selected externally and held independent of SEI. The board's role is to monitor SEI Investments' management team and ensure that shareholders' interests are well served. SEI Investments' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, SEI Investments' outside directors are responsible for providing unbiased perspectives on the board's policies.
| Sean Denham | Executive CFO | Profile | |
| Dennis McGonigle | CFO and Executive VP | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SEI Investments. If investors know SEI will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SEI Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.368 | Dividend Share 0.92 | Earnings Share 4.15 | Revenue Per Share 15.703 | Quarterly Revenue Growth 0.127 |
The market value of SEI Investments is measured differently than its book value, which is the value of SEI that is recorded on the company's balance sheet. Investors also form their own opinion of SEI Investments' value that differs from its market value or its book value, called intrinsic value, which is SEI Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SEI Investments' market value can be influenced by many factors that don't directly affect SEI Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between SEI Investments' value and its price, as these two are different measures arrived at by various means. Investors typically determine if SEI Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SEI Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.