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SEIC Stock Analysis: Top Mid-Cap Hold (Score 62.4/100) | Blank Capital Research | Blank Capital Research
SEIC
SEI INVESTMENTS CO
$76.98
-0.09 (-0.12%)
Score62.4
Data as of Apr 6, 2026
SEIC
SEI INVESTMENTS CO
FinancialsTrading
$76.98
-0.09 (-0.12%)
Open $76.89High $77.13Low $75.87Prev $77.07Vol ---52W: $64.66 – $93.96
Hold
Composite score
01234567890123456789.0123456789
Global rank
#215
Percentile
Top 5%
Business quality
95th
percentile
Exceptional capital efficiency and structural profitability. This enterprise generates superior returns on invested capital compared to industry peers.
SEIC: The Operating System for Modern Wealth Management
Blank Capital Research Team
•
Executive Summary
SEI Investments Company (SEIC) is a global provider of investment processing, operations, and asset management software and services. It serves institutional investors, wealth managers, and private banks.
Investment Thesis
SEI is a high-margin, sticky 'fintech' compounder. Their platform acts as the literal operating system for massive wealth management firms, handling everything from trade execution to regulatory compliance and client reporting. Once a firm integrates SEI's technology, the switching costs are incredibly high, resulting in an exceptionally stable revenue base. Furthermore, SEI's 'platform-as-a-service' model allows it to capture a percentage of the assets under administration (AUA), providing a natural tailwind as global wealth continues to grow and consolidate. With a long history of high ROE and consistent share buybacks, SEIC is a 'sleep well at night' financial tech leader.
Key Growth Drivers
Extreme Customer Stickiness
The deep integration of SEI's software into the back-office operations of major banks and wealth managers creates a powerful moat and highly predictable recurring revenue.
Scalable SaaS Model
As more firms migrate to SEI's cloud-native wealth platform, the company benefits from significant operating leverage, driving higher margins on every new dollar of AUA.
Strong Capital Allocation
SEI has an impeccable track record of utilizing its massive free cash flow to fund R&D while simultaneously returning capital to shareholders via dividends and aggressive repurchases.
Valuation & Financial Modeling
SEIC trades at a reasonable multiple compared to other mission-critical financial technology providers. Given its dominant market position and fortress balance sheet, we believe the stock warrants a premium valuation as it continues to take share in the global wealth management market.
Risk Factors & Bear Case
The primary risk is technological obsolescence; if a more nimble fintech competitor develops a superior back-office solution, SEI could see its growth stall. Additionally, a prolonged bear market would reduce the value of assets on their platform, hitting fee revenue.
Conclusion
SEI Investments is a high-quality technology franchise masquerading as a boring financial services firm. It is a core holding for long-term compounders. Rated 'Buy'.
Upcoming Catalysts
No upcoming catalysts identified.
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Relative valuation derived from Financials sector median benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Multiples adjusted for extreme outliers and non-recurring volatility.
Auditing capital efficiency...
Quality Profile Audit
Score: 95GRADE A+
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation.
Return on Equity
Profit generated per dollar of shareholder equity
28.4%
Sector: 8.5%
Dividend Analysis audit
GROWTH
1.15%
Trailing Yield
$1.15
Per $100 Invested
Modest dividend — capital prioritized for reinvestment.
Est. Payout Ratio
15%SAFE
Analyst Projections
Analyst Consensus
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Based on our 6-factor quantitative model, SEI INVESTMENTS CO (SEIC) receives a "Hold" rating with a composite score of 62.4/100, ranked #215 out of 4446 stocks. Key factor scores: Quality 95/100, Value 66/100, Momentum 40/100. This is quantitative analysis only — not investment advice.
SEI INVESTMENTS CO (SEIC) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does SEI INVESTMENTS CO Do?
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. SEI INVESTMENTS CO (SEIC) is classified as a mid-cap stock in the Financials sector, specifically within the Trading industry. The company is led by CEO Ryan P. Hicke and employs approximately 4,840 people, headquartered in Upper Providence Township, Pennsylvania. With a market capitalization of $9.5B, SEIC is one of the notable companies in the Financials sector.
SEI INVESTMENTS CO (SEIC) Stock Rating — Hold (April 2026)
As of April 2026, SEI INVESTMENTS CO receives a Hold rating with a composite score of 62.4/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.SEIC ranks #215 out of 4,446 stocks in our coverage universe. Within the Financials sector, SEI INVESTMENTS CO ranks #82 of 891 stocks, placing it in the top 10% of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
SEIC Stock Price and 52-Week Range
SEI INVESTMENTS CO (SEIC) currently trades at $76.98. The stock lost $0.09 (0.1%) in the most recent trading session. The 52-week high for SEIC is $93.96, which means the stock is currently trading -18.1% from its annual peak. The 52-week low is $64.66, putting the stock 19.0% above its annual trough. Recent trading volume was 997K shares, suggesting relatively thin trading activity.
Is SEIC Overvalued or Undervalued? — Valuation Analysis
SEI INVESTMENTS CO (SEIC) carries a value factor score of 66/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 13.17x, compared to the Financials sector average of 14.88x — a discount of 11%. The price-to-book ratio stands at 3.74x, versus the sector average of 1.22x. The price-to-sales ratio is 4.13x, compared to 0.90x for the average Financials stock. On an enterprise value basis, SEIC trades at 15.08x EV/EBITDA, versus 3.26x for the sector.
Overall, SEIC's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
SEI INVESTMENTS CO Profitability — ROE, Margins, and Quality Score
SEI INVESTMENTS CO (SEIC) earns a quality factor score of 95/100, reflecting elite profitability and capital efficiency that places it among the highest-quality businesses in the market. The return on equity (ROE) is 28.4%, compared to the Financials sector average of 8.5%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 54.8% versus the sector average of 1.2%.
On a margin basis, SEI INVESTMENTS CO reports gross margins of 34.4%. The operating margin is 27.4% (sector: 21.8%). Net profit margin stands at 31.3%, versus 17.7% for the average Financials stock. Revenue growth is running at 8.9% on a trailing basis, compared to 9.4% for the sector. These metrics collectively paint a picture of a highly profitable business with durable competitive advantages.
SEIC Debt, Balance Sheet, and Financial Health
SEI INVESTMENTS CO has a debt-to-equity ratio of 33.0%, compared to the Financials sector average of 121.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 3.29x, indicating strong short-term liquidity. Total debt on the balance sheet is $15M. Cash and equivalents stand at $793M.
SEIC has a beta of 0.96, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for SEI INVESTMENTS CO is 82/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.
SEI INVESTMENTS CO Revenue and Earnings History — Quarterly Trend
In TTM 2026, SEI INVESTMENTS CO reported revenue of $2.23B and earnings per share (EPS) of $5.76. Net income for the quarter was $698M. Gross margin was 34.4%. Operating income came in at $610M.
In FY 2025, SEI INVESTMENTS CO reported revenue of $2.30B and earnings per share (EPS) of $5.76. Net income for the quarter was $718M. Gross margin was 35.2%. Revenue grew 8.1% year-over-year compared to FY 2024. Operating income came in at $627M.
In Q3 2025, SEI INVESTMENTS CO reported revenue of $579M and earnings per share (EPS) of $1.33. Net income for the quarter was $165M. Gross margin was 35.0%. Revenue grew 7.7% year-over-year compared to Q3 2024. Operating income came in at $160M.
In Q2 2025, SEI INVESTMENTS CO reported revenue of $560M and earnings per share (EPS) of $1.82. Net income for the quarter was $227M. Gross margin was 33.8%. Revenue grew 5.4% year-over-year compared to Q2 2024. Operating income came in at $149M.
Over the past 8 quarters, SEI INVESTMENTS CO has demonstrated a growth trajectory, with revenue expanding from $531M to $2.23B. Investors analyzing SEIC stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
SEIC Dividend Yield and Income Analysis
SEI INVESTMENTS CO (SEIC) currently pays a dividend yield of 1.1%. At this yield, a $10,000 investment in SEIC stock would generate approximately $$115.00 in annual dividend income. This compares to the Financials sector average dividend yield of 2.5%, meaning SEIC yields less than the typical sector peer. With a net margin of 31.3%, the dividend appears well-covered by earnings, suggesting sustainable payouts going forward.
SEIC Momentum and Technical Analysis Profile
SEI INVESTMENTS CO (SEIC) has a momentum factor score of 40/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 29/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 31/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
SEIC vs Competitors — Financials Sector Ranking and Peer Comparison
Comparing SEIC against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full SEIC vs S&P 500 (SPY) comparison to assess how SEI INVESTMENTS CO stacks up against the broader market across all factor dimensions.
SEIC Next Earnings Date
No upcoming earnings date has been announced for SEI INVESTMENTS CO (SEIC) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy SEIC? — Investment Thesis Summary
SEI INVESTMENTS CO presents a balanced picture with arguments on both sides. The quality score of 95/100 indicates above-average profitability and business fundamentals. The value score of 66/100 suggests attractive pricing relative to fundamentals. Low volatility (stability score 82/100) reduces downside risk.
In summary, SEI INVESTMENTS CO (SEIC) earns a Hold rating with a composite score of 62.4/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on SEIC stock.
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Execution Benchmarks audit
Revenue Growth
YOY expansion rate
8.9%
Sector: 9.4%
IN LINE
Gross Margin
Core pricing power
34.4%
Sector: 0.0%
+Infinity% VS SCTR
Operating Margin
Operating efficiency
27.4%
Sector: 21.8%
+25% VS SCTR
Net Margin
Bottom-line conversion
31.3%
Sector: 17.7%
+77% VS SCTR
Return on Equity
Equity capital efficiency
28.4%
Sector: 8.5%
+233% VS SCTR
Return on Assets
Asset base utilization
54.8%
Sector: 1.2%
+4357% VS SCTR
Debt/Equity
Financial leverage load
33.0%
Sector: 121.0%
+73% VS SCTR
Dividend Yield
Direct cash return
1.1%
Sector: 2.5%
-54% VS SCTR
+207%
Price / Sales
4.1x
+359%
SEI INVESTMENTS CO exhibits a 229% valuation premium relative to institutional benchmarks. This represents a potential valuation overextension based on current multiples.
Return on Assets
Efficiency of asset utilization
54.8%
Sector: 1.2%
Gross Margin
Pricing power and cost efficiency
34.4%
Sector: 0.0%
Operating Margin
Core business profitability
27.4%
Sector: 21.8%
Net Margin
Bottom-line profitability
31.3%
Sector: 17.7%
Factor Methodology
The Quality factor evaluates the persistence and magnitude of cash flows. Companies with scores >70 exhibit superior competitive moats and financial resilience through economic cycles.
Sector Avg Yield2.48%
Yield Delta-54%
Income Projection audit
A $10,000 investment would generate approximately $115 annually in dividends at the current trailing rate.