SEI Investments Net Worth

SEI Investments Net Worth Breakdown

  SEIC
The net worth of SEI Investments is the difference between its total assets and liabilities. SEI Investments' net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of SEI Investments' assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. SEI Investments' net worth can be used as a measure of its financial health and stability which can help investors to decide if SEI Investments is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in SEI Investments stock.

SEI Investments Net Worth Analysis

SEI Investments' net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including SEI Investments' financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of SEI Investments' overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform SEI Investments' net worth analysis. One common approach is to calculate SEI Investments' market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares SEI Investments' stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing SEI Investments' net worth. This approach calculates the present value of SEI Investments' future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of SEI Investments' cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate SEI Investments' net worth. This involves comparing SEI Investments' financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into SEI Investments' net worth relative to its peers.

Enterprise Value

7.2 Billion

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' net worth research are outlined below:
SEI Investments generated a negative expected return over the last 90 days
About 73.0% of the company shares are owned by institutional investors
Latest headline from seekingalpha.com: SEI Investments boosts share buyback program by 500M
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

SEI Investments Target Price Consensus

SEI target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. SEI Investments' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
   8  Buy
Most SEI analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand SEI stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of SEI Investments, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice   Exposure   Valuation

SEI Investments Target Price Projection

SEI Investments' current and average target prices are 76.07 and 85.60, respectively. The current price of SEI Investments is the price at which SEI Investments is currently trading. On the other hand, SEI Investments' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

SEI Investments Market Quote on 20th of March 2025

Low Price74.65Odds
High Price76.47Odds

76.07

Target Price

Analyst Consensus On SEI Investments Target Price

Low Estimate77.9Odds
High Estimate95.02Odds

85.6

Historical Lowest Forecast  77.9 Target Price  85.6 Highest Forecast  95.02
Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on SEI Investments and the information provided on this page.

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 Corp2024-12-31
1.3 M
Fmr Inc2024-12-31
1.2 M
Bank Of New York Mellon Corp2024-12-31
1.2 M
Northern Trust Corp2024-12-31
1.1 M
Ubs Asset Mgmt Americas Inc2024-12-31
756 K
Citadel Advisors Llc2024-12-31
745.9 K
Charles Schwab Investment Management Inc2024-12-31
668.3 K
Norges Bank2024-12-31
582.1 K
Brown Advisory Holdings Inc2024-12-31
568 K
Vanguard Group Inc2024-12-31
11.6 M
Blackrock Inc2024-12-31
11.5 M
Note, although SEI Investments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow SEI Investments' market capitalization trends

The company currently falls under 'Mid-Cap' category with a current market capitalization of 9.51 B.

Market Cap

7.96 Billion

Project SEI Investments' profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets 0.26  0.17 
Return On Capital Employed 0.24  0.43 
Return On Assets 0.22  0.15 
Return On Equity 0.26  0.34 
The company has Profit Margin (PM) of 0.27 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.26 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.26.
When accessing SEI Investments' net worth, it's important to look at multiple sources and consider different scenarios. 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 0.1321 % which means that it generated a profit of $0.1321 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2651 %, meaning that it created $0.2651 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. At present, SEI Investments' Return On Equity is projected to increase slightly based on the last few years of reporting. 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 78.4 M, whereas Non Currrent Assets Other are forecasted to decline to about 47.2 M.
Last ReportedProjected for Next Year
Book Value Per Share 17.31  18.18 
Tangible Book Value Per Share 13.60  14.28 
Enterprise Value Over EBITDA 12.06  10.32 
Price Book Value Ratio 4.76  9.03 
Enterprise Value Multiple 12.06  10.32 
Price Fair Value 4.76  9.03 
Enterprise Value6.9 B7.2 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.
Enterprise Value Revenue
4.0833
Revenue
2.1 B
Quarterly Revenue Growth
0.149
Revenue Per Share
16.338
Return On Equity
0.2651
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.
 
Klauder Paul over two weeks ago
Acquisition by Klauder Paul of 2000 shares of SEI Investments at 40.64 subject to Rule 16b-3
 
Alfred West over three months ago
Disposition of 35000 shares by Alfred West of SEI Investments at 40.64 subject to Rule 16b-3
 
William Doran over three months ago
Disposition of 5000 shares by William Doran of SEI Investments at 40.64 subject to Rule 16b-3
 
Alfred West over three months ago
Disposition of 7099 shares by Alfred West of SEI Investments at 80.81 subject to Rule 16b-3
 
Mccarthy Kathryn over three months ago
Acquisition by Mccarthy Kathryn of 1000 shares of SEI Investments subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 40129 shares by Alfred West of SEI Investments at 66.9 subject to Rule 16b-3
 
Alfred West over six months ago
Disposition of 27419 shares by Alfred West of SEI Investments at 67.48 subject to Rule 16b-3
 
Ryan Hicke over six months ago
Disposition of 10000 shares by Ryan Hicke of SEI Investments at 40.64 subject to Rule 16b-3
 
Cipriano James over six months ago
Disposition of 8750 shares by Cipriano James of SEI Investments at 49.63 subject to Rule 16b-3
 
William Doran over six months ago
Disposition of 5000 shares by William Doran of SEI Investments at 67.04 subject to Rule 16b-3
 
William Doran over six months ago
Acquisition by William Doran of 10000 shares of SEI Investments at 33.76 subject to Rule 16b-3
 
Sean Denham over six months ago
Acquisition by Sean Denham of 22500 shares of SEI Investments at 62.0 subject to Rule 16b-3

SEI Investments Corporate Filings

8K
18th of March 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
7th of March 2025
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
10K
20th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
12th of February 2025
Other Reports
ViewVerify
SEI Investments time-series forecasting models is one of many SEI Investments' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SEI Investments' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

SEI Investments Earnings Estimation Breakdown

The calculation of SEI Investments' earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of SEI Investments is estimated to be 1.16 with the future projection ranging from a low of 1.15 to a high of 1.19. Please be aware that this consensus of annual earnings estimates for SEI Investments is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
1.19
1.15
Lowest
Expected EPS
1.16
1.19
Highest

SEI Investments Earnings Projection Consensus

Suppose the current estimates of SEI Investments' value are higher than the current market price of the SEI Investments stock. In this case, investors may conclude that SEI Investments is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and SEI Investments' stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 31st of March 2025Current EPS (TTM)
893.03%
1.19
1.16
4.41

SEI Investments Earnings History

Earnings estimate consensus by SEI Investments analysts from Wall Street is used by the market to judge SEI Investments' stock performance. Investors also use these earnings estimates to evaluate and project the stock performance into the future in order to make their investment decisions. However, we recommend analyzing not only SEI Investments' upcoming profit reports and earnings-per-share forecasts but also comparing them to our different valuation methods.

SEI Investments Quarterly Gross Profit

297.69 Million

At present, SEI Investments' Price Earnings Ratio is projected to drop slightly based on the last few years of reporting. The current year's Price Earnings To Growth Ratio is expected to grow to 0.78, whereas Retained Earnings Total Equity is forecasted to decline to about 544.8 M. The current year's Common Stock Shares Outstanding is expected to grow to about 165.8 M, whereas Net Income Applicable To Common Shares is forecasted to decline to about 309.5 M.
Hype
Prediction
LowEstimatedHigh
74.6075.9077.20
Details
Intrinsic
Valuation
LowRealHigh
68.4681.6382.93
Details
Naive
Forecast
LowNextHigh
77.0378.3379.63
Details
8 Analysts
Consensus
LowTargetHigh
77.9085.6095.02
Details
Note that many institutional investors and large investment bankers can move markets due to the volume of SEI assets they manage. They also follow analysts to some degree and often drive overall investor sentiments towards SEI Investments. With so many stockholders watching consensus numbers, the difference between actual and projected earnings is one of the most critical factors driving SEI Investments' stock price in the short term.

SEI Investments Earnings per Share Projection vs Actual

Actual Earning per Share of SEI Investments refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering SEI Investments predict the company's earnings will be in the future. The higher the earnings per share of SEI Investments, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.

SEI Investments Estimated Months Earnings per Share

For an investor who is primarily interested in generating an income out of investing in entities such as SEI Investments, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of SEI Investments should always be considered in relation to other companies to make a more educated investment decision.

SEI Quarterly Analyst Estimates and Surprise Metrics

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2025-01-29
2024-12-311.1921.19-0.002
2024-10-23
2024-09-301.071.190.1211 
2024-07-24
2024-06-301.051.050.0
2024-04-24
2024-03-310.980.990.01
2024-01-31
2023-12-310.920.91-0.01
2023-10-25
2023-09-300.870.870.0
2023-07-26
2023-06-300.860.890.03
2023-04-20
2023-03-310.820.79-0.03
2023-01-25
2022-12-310.80.830.03
2022-10-26
2022-09-300.680.45-0.2333 
2022-07-20
2022-06-300.830.81-0.02
2022-04-20
2022-03-311.371.36-0.01
2022-01-26
2021-12-310.971.030.06
2021-10-20
2021-09-300.960.970.01
2021-07-21
2021-06-300.920.930.01
2021-04-21
2021-03-310.880.890.01
2021-01-27
2020-12-310.80.860.06
2020-10-21
2020-09-300.80.75-0.05
2020-07-22
2020-06-300.680.680.0
2020-04-23
2020-03-310.770.72-0.05
2020-01-29
2019-12-310.850.84-0.01
2019-10-23
2019-09-300.830.860.03
2019-07-24
2019-06-300.790.820.03
2019-04-24
2019-03-310.760.73-0.03
2019-01-30
2018-12-310.740.73-0.01
2018-10-23
2018-09-300.760.80.04
2018-07-19
2018-06-300.760.75-0.01
2018-04-25
2018-03-310.760.860.113 
2018-01-31
2017-12-310.60.670.0711 
2017-10-25
2017-09-300.570.630.0610 
2017-07-26
2017-06-300.550.570.02
2017-04-19
2017-03-310.520.550.03
2017-01-25
2016-12-310.510.550.04
2016-10-20
2016-09-300.490.530.04
2016-07-27
2016-06-300.50.49-0.01
2016-04-20
2016-03-310.440.470.03
2016-01-27
2015-12-310.480.480.0
2015-10-21
2015-09-300.50.47-0.03
2015-07-22
2015-06-300.510.510.0
2015-04-22
2015-03-310.490.490.0
2015-01-28
2014-12-310.480.45-0.03
2014-10-22
2014-09-300.470.490.02
2014-07-23
2014-06-300.420.480.0614 
2014-04-23
2014-03-310.40.410.01
2014-01-29
2013-12-310.360.370.01
2013-10-24
2013-09-300.340.380.0411 
2013-07-18
2013-06-300.340.31-0.03
2013-04-24
2013-03-310.330.330.0
2013-01-30
2012-12-310.320.320.0
2012-10-24
2012-09-300.30.29-0.01
2012-07-18
2012-06-300.30.28-0.02
2012-05-02
2012-03-310.280.26-0.02
2012-01-25
2011-12-310.280.25-0.0310 
2011-10-19
2011-09-300.280.280.0
2011-07-21
2011-06-300.310.3-0.01
2011-04-27
2011-03-310.30.29-0.01
2011-01-26
2010-12-310.30.27-0.0310 
2010-10-20
2010-09-300.260.270.01
2010-07-21
2010-06-300.270.270.0
2010-04-28
2010-03-310.270.26-0.01
2010-01-27
2009-12-310.270.270.0
2009-10-21
2009-09-300.250.270.02
2009-07-22
2009-06-300.210.220.01
2009-04-23
2009-03-310.220.18-0.0418 
2009-01-29
2008-12-310.280.25-0.0310 
2008-10-22
2008-09-300.320.31-0.01
2008-07-23
2008-06-300.330.330.0
2008-04-22
2008-03-310.340.33-0.01
2008-01-31
2007-12-310.350.350.0
2007-10-25
2007-09-300.340.370.03
2007-07-25
2007-06-300.320.340.02
2007-04-25
2007-03-310.310.310.0
2007-02-01
2006-12-310.30.310.01
2006-10-18
2006-09-300.290.30.01
2006-07-20
2006-06-300.280.280.0
2006-05-02
2006-03-310.240.270.0312 
2006-02-01
2005-12-310.240.250.01
2005-10-19
2005-09-300.220.240.02
2005-07-20
2005-06-300.210.220.01
2005-04-27
2005-03-310.210.210.0
2005-02-03
2004-12-310.20.210.01
2004-10-19
2004-09-300.190.220.0315 
2004-07-15
2004-06-300.180.20.0211 
2004-04-19
2004-03-310.180.190.01
2004-01-29
2003-12-310.170.180.01
2003-10-16
2003-09-300.170.170.0
2003-07-17
2003-06-300.160.160.0
2003-04-17
2003-03-310.160.160.0
2003-01-29
2002-12-310.160.160.0
2002-10-17
2002-09-300.160.160.0
2002-07-18
2002-06-300.150.160.01
2002-04-17
2002-03-310.150.150.0
2002-01-31
2001-12-310.140.140.0
2001-10-16
2001-09-300.140.140.0
2001-07-19
2001-06-300.130.140.01
2001-04-16
2001-03-310.120.130.01
2001-01-30
2000-12-310.110.130.0218 
2000-10-16
2000-09-300.10.120.0220 
2000-07-18
2000-06-300.090.10.0111 
2000-04-19
2000-03-310.080.090.0112 
2000-02-04
1999-12-310.080.080.0
1999-10-18
1999-09-300.070.080.0114 
1999-07-19
1999-06-300.060.070.0116 
1999-04-19
1999-03-310.050.070.0240 
1999-02-08
1998-12-310.050.060.0120 
1998-10-14
1998-09-300.040.050.0125 
1998-07-20
1998-06-300.040.050.0125 
1998-04-20
1998-03-310.030.030.0
1998-02-09
1997-12-310.040.040.0
1997-10-20
1997-09-300.030.030.0
1997-07-21
1997-06-300.030.02-0.0133 
1997-04-22
1997-03-310.030.030.0
1997-02-12
1996-12-310.030.030.0
1996-10-17
1996-09-300.030.030.0
1996-07-22
1996-06-300.020.020.0
1996-04-23
1996-03-310.030.030.0

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 DenhamExecutive CFOProfile
Dennis McGonigleCFO and Executive VPProfile
When determining whether SEI Investments offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SEI Investments' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Sei Investments Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Sei Investments Stock:
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
0.283
Dividend Share
0.95
Earnings Share
4.41
Revenue Per Share
16.338
Quarterly Revenue Growth
0.149
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.
Please note, there is a significant difference between SEI Investments' value and its price as these two are different measures arrived at by different 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.