SEI Investments Company (SEIC) Stock

SEI Investments Company (SEIC) is a Financials stock trading at $107.64 (as of 2026-08-20), with a market capitalization of $12.92B and a trailing P/E of 18.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

SEI Investments Company is an asset management holding company that, through its subsidiaries, provides wealth management, retirement and investment solutions, asset management and administration, investment processing outsourcing, and investment advisory and related financial services. It serves private banks, financial advisers and planners, institutions and investment managers, retirement plan sponsors, and not-for-profit and other organizations, and manages client portfolios and mutual funds.

Understand SEI Investments Company: how it makes money

SEI Investments Company provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing, and investment advisory services, generating money through fees tied to serving clients across these wealth and investment activities.

SEI’s profit model is structurally driven by recurring client servicing linked to assets and outsourced investment activity (asset management, administration, and investment processing), so changes in AUM and client flows translate into revenue.

Revenue by segment (latest quarter)
Banking	$0.1B
Investment Mgmt	$0.2B
Advisors	$0.1B
LSV	$0.1B
Lightning	$0.1B

Business quality (Strong): Clear operating drivers exist in the provided metrics (AUM, cash flow, and OCIO client losses), but the segment revenue breakdown provided here may overlap across related wealth and investment activities.

Valuation: At 15× earnings, SEIC trades 56% below the Trading average (34×). Note: one-time items can distort reported P/E.

Bull case

Large and core operating base: Banking Segment Assets Under Management are 26.3B (as provided), supporting SEI’s wealth management and banking-related client servicing model.
Business activity shows positive net sales: Net Sales Events in Asset Management Related Units are 4.5B and Outoutsourced Chief Investment Officer Net Sales Events are 2.8B (as provided), indicating continued client activity in these areas.

Bear case

Client losses in OCIO can pressure results: OCIO Client Losses - Institutional Investor Segment are 0.44B (as provided), which can reduce the client base tied to outsourced investment activity.
Profitability depends on sustaining margins: Gross margin is 36.0% and operating margin is 30.5% (as provided), so any operational cost pressure or weaker client activity could challenge earnings quality.

Valuation — source: SEC EDGAR (first-party)
Price	$107.64
Market Cap	$12.92B
P/E Ratio	18.3
EV / EBITDA	17.7
Price / Book	5.09
Price / Sales	5.27
FCF Yield	5.3%
DCF Value (model)	$142.88
DCF Upside vs Price	32.7%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$2.30B
Net Margin	31.1%
Revenue Growth (YoY)	14.7%
EPS Growth (YoY)	-10.4%
FCF Growth (YoY)	26.3%

Valuation vs Sector & Industry
Stock P/E	18.3
Sector P/E (Financials)	15.1
Industry P/E (Trading)	34.6
vs Sector	20.7%
vs Industry	-47.2%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	VANGUARD GROUP INC ($908.07M)
Institutional Holders Tracked	10
Congressional Trades (recent)	2

Company
Sector	Financials
Industry	Trading
CEO	Ryan Hicke
Employees	5,066
Country	US
IPO Date	1981-03-25

Related Companies (Business model: Investment Bank / Capital Markets; 8 closest by market cap; US-domiciled)

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.