Insider buying last 90 days
No open-market insider purchases were filed for SEIC in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every SEIC insider filing, plotted on the chart in Gekko.Open SEIC in Gekko
NASDAQ: SEIC
SEI Investments (SEIC) Stock Analysis & Forecast
Sep 28 close
$104.82−0.83 (−0.8%)
Gekko Brief
AI summarySEI Investments this week centers on product and insider news. The company announced upgrades to its integrated tax management tools for separately managed and unified managed accounts, giving advisors more control over capital gains realization and tax-loss harvesting. Separately, Executive Vice President Michael Lane sold 2,400 shares on 22 September at $102.78 per share, a transaction valued at $246,672, which drew attention alongside commentary that shares trade below their assessed fair value.
SEIC closed at $104.82, down 0.8%, sitting between its 50-day average of $105.69 and 200-day average of $90.58. The stock's one-month return stands at -5.8%, while three-month and six-month returns are 21.2% and 38.4% respectively. The GekkoIndex reads 61.1, placing SEIC in the Accumulation zone, though the index has slipped 2.1 over the past five sessions. Gekko Fair Value is set at $109.69, putting the current price 4.4% below that mark.
The next earnings report is scheduled for 28 October, 29 days away, falling outside a typical 20-trading-day holding window. In the last reported quarter, EPS of $1.66 beat the $1.45 estimate, with the company posting a record quarter and citing growth in private markets, ETF AUM expansion, and the Stratos platform. Seasonality data shows a 0.4% average return over the next 20 trading days across 5 years, positive in 3 of them. Analyst consensus among 6 firms rates the stock a buy, with a consensus target of $115.86.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
SEI Investments price vs fair value
Close $104.82200-day averageGekko Fair Value $109.69
SEI Investments quick facts
- Market cap
- $12.58B
- P/E ratio
- 18.5
- Forward P/E
- 15.8
- EPS, TTM
- $5.67
- Revenue, TTM
- $2.45B
- Profit margin
- 28.8%
- Dividend yield
- 0.99%
- Beta
- 0.97
- Volume
- 663,113 avg 900,411
- 1-year return
- +23.2%
- Typical daily move
- ±2.1%
- Typical 20-day move
- ±4.4%
- 50-day average
- $105.69
- 200-day average
- $90.58
- Next earnings
- Oct 28 after close
- Shares outstanding
- 120.0M
SEI Investments swing-trade checklist
SEI Investments scores 3 supportive, 2 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed0 headwinds
- Trendmixed
Averages disagree
Close $104.82 sits between the 50-day ($105.69) and 200-day ($90.58) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
61.1, Accumulation
Reading 61.1 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
4.4% below
Price is within 5% of Gekko Fair Value (4.4% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 29 days
Next report Oct 28, 2026, 29 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+0.4% on average
From this point in the calendar, the next 20 trading days averaged +0.4% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
SEI Investments stock chart and price history
SEI Investments closed at $104.82 on Sep 28, 2026, +23.2% over the past year, inside a 52-week range of $75.08 to $112.15.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −5.8%
- 3 months
- +21.2%
- 6 months
- +38.4%
- 1 year
- +23.2%
The full SEIC chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open SEIC in Gekko
Follow SEI Investments through every session
Put SEIC on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
Track SEIC in GekkoFree for 7 days. No credit card required.
About SEI Investments
SEI Investments operates through a family of subsidiary businesses centered on managing money for others. Under this structure it offers help with wealth building, retirement planning, and general investment strategy, plus more specialized services such as managing assets on a client's behalf, handling asset administration, and running outsourced investment operations for other firms. It has built a name around bundling this wide mix of financial capabilities within a single corporate family.
The firm works with a broad set of clients across the financial world, among them private banks, independent advisors, investment managers, wealth managers, hedge fund operators, and broker-dealers. It also serves corporations, institutions, pension plans of both the defined-benefit and defined-contribution kind, endowments, foundations, and non-profit groups. For these clients SEI builds individualized portfolios and also sponsors a lineup of mutual funds spanning equities, fixed income, and mixed strategies, while separately putting its own capital into public stock and bond markets using a mix of fundamental research and quantitative modeling that weighs both macroeconomic trends and specific securities.
SEI Investments traces back to 1968 and is based in Oaks, Pennsylvania. Its stock trades on the NASDAQ under the ticker SEIC.
- Listed
- NASDAQ
- Sector
- Finance
- Industry
- Investment managers
- Website
- seic.com
SEI Investments GekkoIndex: the smart money zone
SEI Investments’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 61.1, in the Accumulation zone, down 2.1 points over five sessions.
61.1Accumulation
Down 2.1 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 22 | +0.7% | +1.7% | ||
| Accumulation (current zone) | 203 | +0.6% | +1.9% | ||
| Neutral | 380 | +0.4% | +1.8% | ||
| Distribution | 65 | +0.1% | +0.7% | ||
| Selling | 2 | Too few readings yet | |||
Average SEIC share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the SEIC price, zone by zone.Track SEIC in Gekko
Is SEI Investments stock overvalued? Gekko Fair Value
SEI Investments trades 4.4% below Gekko Fair Value of $109.69, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what SEI Investments shares are worth, recalculated every trading day.
$109.69
Gekko Fair Value, Sep 26, 2026
4.4% below fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open SEIC in Gekko
SEI Investments insider and Congress trading
No open-market insider purchases were filed for SEI Investments, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in SEIC were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for SEIC, plotted on the chart in Gekko.Open SEIC in Gekko
Buybacks
SEI Investments has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $214.8M
- As a share of market cap
- 1.71%
- Trailing four quarters
- $674.3M
From company filings.
SEI Investments earnings: next date and track record
SEI Investments reports on Oct 28, 2026, after the close (29 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Oct 28, 2026
Expected after the close, 29 days away
- EPS estimate
- $1.59
- Revenue estimate
- $656.6M
7 of 8reports beat the EPS estimate
±4.1%average move across the report
5 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 22, 2026 AI summary
- What they said
- SEI reported record Q2 2026 results with revenue up 15%, adjusted operating profit up 36%, and adjusted EPS up 38% year-over-year. Key growth drivers include private markets expansion into retail/retirement channels, ETF business growth from $3B to $8B AUM over 12 months, and the Stratos adviser succession platform. A Carlyle partnership and expanded SEC-registered transfer agency strengthen competitive positioning.
- Guidance
- Management targets private markets initiatives to generate over $100 million in annual run-rate revenue within 5 years. No specific near-term EPS or revenue targets were provided, but management expressed confidence in continued strategic execution and growth trajectory.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 22, 2026 | $1.66 est $1.45 | $641.6M est $636.4M | −0.9% |
| Apr 22, 2026 | $1.44 est $1.32 | $622.2M est $610.2M | +9.5% |
| Jan 28, 2026 | $1.38 est $1.35 | $607.9M est $597.4M | +4.0% |
| Oct 22, 2025 | $1.30 est $1.25 | $578.5M est $585.3M | −1.1% |
| Jul 23, 2025 | $1.78 est $1.20 | $559.6M est $565.6M | −0.9% |
| Apr 23, 2025 | $1.17 est $1.14 | $551.3M est $547.7M | +9.5% |
| Jan 29, 2025 | $1.19 est $1.19 | $557.2M est $554.6M | +1.9% |
| Oct 23, 2024 | $1.19 est $1.07 | — | +4.6% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
SEI Investments stock forecast and analyst price targets
Analysts’ average 12-month price target for SEI Investments is $115.86, +10.5% from the last close, from 6 firms rating the stock in the last 90 days.
$115.86consensus 12-month target, +10.5% from the last close
Now $104.82Avg $115.86
Low $119High $138
Each firm’s latest rating in the last 90 days: 6 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 15 | William Blair | $138 | +31.7% |
| Jul 23 | UBS | $125 | +19.3% |
| Jul 23 | Piper Sandler | $120 | +14.5% |
| Jul 23 | Morgan Stanley | $125 | +19.3% |
| Jul 23 | KBW | $119 | +13.5% |
+1.9%average 20-day move after past Accumulation readings
+0.4%average move over the next 20 trading days in the last 5 years
±2.1%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
SEI Investments seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, SEI Investments averaged +0.4% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −0.9% | 1 of 5 |
| Next 10 trading days | −2.5% | 1 of 5 |
| Next 15 trading days | −1.7% | 2 of 5 |
| Next 20 trading days | +0.4% | 3 of 5 |
| Next 30 trading days | +6.5% | 3 of 5 |
For scale, SEIC’s typical 20-trading-day move in either direction is about 4.4%.
SEI Investments market cap and key statistics
SEI Investments’s market cap is $12.58B, with a P/E ratio of 18.5 and revenue of $2.45B over the last twelve months.
Valuation
- Market cap
- $12.58B
- P/E ratio
- 18.5
- Forward P/E
- 15.8
- EPS, TTM
- $5.67
- Gekko Fair Value
- $109.69
Trading
- Volume
- 663,113
- Avg volume, 20 days
- 900,411
- 52-week high
- $112.15
- 52-week low
- $75.08
- Shares outstanding
- 120.0M
Financials
- Revenue, TTM
- $2.45B
- Profit margin
- 28.8%
- Return on equity
- 27.6%
- Quarterly earnings growth, YoY
- −10.7%
Risk and income
- Beta
- 0.97
- Typical daily move
- ±2.1%
- Typical 20-day move
- ±4.4%
- Dividend yield
- 0.99%
SEI Investments stock news this week
Coverage of SEI Investments this week reads neutral: 2 positive, 1 neutral and 2 negative headlines.
- Will Tax Tool Upgrades Change SEI Investments Stock NarrativeSimply Wall Street, Sep 28
- SEI Investments (SEIC) Could Be 10% Below Fair Value As Insider Selling Draws FocusSimply Wall Street, Sep 25
- Sell Alert: Michael Lane Cashes Out $246K In SEI Investments StockBenzinga, Sep 25
- SEI Investments (NASDAQ:SEIC) Stock: Insider Michael Lane Sells 2,400 SharesMarketBeat, Sep 24
- At $102.78 a share, SEI Investments (SEIC) executive Michael Lane sold 2,400 shares.Stock Titan, Sep 24
SEI Investments peers
SEI Investments’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSMorgan Stanley | Accumulation | 12.7% below |
| BLKBlackRock | Accumulation | 10.3% below |
| UBSUBS | Accumulation | 9.5% below |
| BXBlackstone | Buying | 16.8% below |
| KKRKKR | Accumulation | 18.1% below |
| BNBrookfield | Buying | 21.8% below |
A peer links to its own page where one exists.
SEI Investments stock FAQ
What is SEI Investments’s market cap?
SEI Investments’s market cap is $12.58B at the Sep 28, 2026 close of $104.82, with 120.0M shares outstanding. The shares trade on a P/E ratio of 18.5.
What is the SEI Investments stock forecast?
The consensus analyst 12-month price target for SEI Investments is $115.86, +10.5% from the last close. Of the 6 firms that rated the stock in the last 90 days, 6 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is SEI Investments stock overvalued or undervalued?
On Gekko’s estimate SEI Investments is about fair value: the Sep 28, 2026 close of $104.82 is 4.4% below Gekko Fair Value of $109.69. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does SEI Investments report earnings next?
SEI Investments is expected to report on Oct 28, 2026, after the market closes (29 days away). Analysts expect earnings of $1.59 per share on revenue of $656.6M. SEI Investments beat the earnings estimate in 7 of its last 8 reports, moving 4.1% on average across the report.
What is SEI Investments’s 52-week high and low?
SEI Investments’s 52-week high is $112.15 and its 52-week low is $75.08; it closed at $104.82 on Sep 28, 2026, +23.2% over the past year.
Is SEI Investments stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, earnings risk and seasonality), 2 as mixed (trend and fair value). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
See SEI Investments the way Gekko members do
Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.
Join 1,380 other traders using Gekko
Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.