SEI Investments Company (SEIC)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
$110.39-0.96%
Close 2026-09-04 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
Broken: Primary pillar broken — EPS at least $5.63 in full year 2026: FY26 EPS guide $3.10 vs $5.63 target.
SEI Investments grows revenue about 13% yearly, driven by client demand. Profit margin is strong near 30%. The company pays a steady dividend of $0.52 per share. Earnings per share are expected to rise to at least $5.63 in 2026.
Revenue growth could slow below 10% if client demand weakens. Profit margins might shrink if costs rise. Dividend payments could be cut if cash flow weakens.
The market expects about 10% revenue growth and values the stock at a premium to our estimate of its earnings power. Our view aligns with steady growth but is more cautious than some analysts on valuation.
Breaks if: Dividend cut or suspension
Breaks if: EPS falls below $4.25 in FY 2026
Breaks if: Operating margin falls below 25% in Q1 2026
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on revenue growth and margin expansion. The current thesis state is intact, supported by recent earnings beats and a commitment to disciplined capital allocation.
The valuation is considered expensive compared to peers, with a premium of 1.17 times. The market appears to have some expectations priced in, as indicated by a 15% expectations gap, suggesting that investors are anticipating continued strong performance.
Management is on track with priorities to increase revenue and enhance operating income. Recent financial performance shows steady growth, although there is a low miss risk, with a 20% probability of missing expectations.
The thesis hinges on the performance of sector bellwethers like BLK, BX, and KKR. If these companies continue to beat earnings and guide higher, SEIC could benefit from the positive momentum in the Financials sector.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company reported strong Q2 earnings. Revenue rose 15% year-over-year to $641.62 million. Adjusted EPS increased 38% to $1.66, beating analyst estimates. This performance supports expectations for revenue growth. There are no new threats to the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Continue to enhance operating income through margin expansion and cost discipline.
Breaks if: Revenue falls below $551 million in Q1 2026
Continue driving revenue growth across core business segments through sales momentum and client wins.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $559.6M in 2025-Q2 to $641.6M in 2026-Q2, a 15% increase, with similar double-digit growth in Q1 2026 and steady growth in Q3 2025. Management’s emphasis on revenue growth aligns with consistent delivery of top-line expansion.
“Consolidated revenues increased by 15% from Q2 2025.”
“Consolidated revenues increased by 13% from Q1 2025.”
“Consolidated revenues increased by 8% from Q3 2024.”
Overall, SEIC's fundamentals are strong, but the expensive valuation and reliance on sector performance create a cautious outlook. Not investment advice.