Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SEI Investments Company (SEIC)
NASDAQFinancialsAsset ManagementSnapshot 2026-11-04
$105.18-3.17%
Close 2026-11-05 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
7.06 → 7.12 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SEIC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain semi-annual dividend of $0.52 per share | The company pays a steady dividend of $0.52 per share. | Intact | Dividend cut or suspension | Dividend per share: $0.52 per share FY2026-Q2; GAAP. Published target: >= $0.52 per share semi-annually. Target period is not explicitly aligned with this observation. Jul 27, 20260.52 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
SEIC is a steady financial-services business with a growth and operating-margin expansion thesis, rather than a turnaround. The long-term thesis is intact, though confidence in the evidence is medium and technology investment returns are not yet clear.
SEIC trades at a premium to peers, and the valuation evidence describes that premium as durable. The expectations gap is modest, and the priced-in assessment calls the valuation justified, with low fragility rather than signs of unusually stretched expectations.
Near-term results have been constructive: the company reported earnings beats in July and October, while revenue and operating income were higher in 2026-Q3 than a year earlier. Management’s growth and margin priorities appear on track, but the evidence does not isolate returns from technology, talent, or automation spending.
Over the next few quarters, the thesis hinges on continued sales and margin execution, with a guidance cut flagged as a meaningful negative and peer misses a reason for caution. A shift to lower interest rates could weigh on Financials, while continued strong results and higher guidance from sector bellwethers could support the sector backdrop.
For the next 1 to 3 years, SEIC’s business progress supports an intact long-term thesis, but its premium valuation makes sustained execution important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Earnings per share are expected to rise to at least $5.63 in 2026. |
| Broken |
| EPS falls below $4.25 in FY 2026 |
Diluted EPS: $1.38 per share FY2026-Q3; GAAP. Published target: >= $5.63. Annual target cannot be compared with a quarterly or TTM observation. Oct 26, 20261.38 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating margin near 30% in Q1 2026 | Profit margin is strong near 30%. | Intact | Operating margin falls below 25% in Q1 2026 | Operating margin: 29.91% FY2026-Q3; GAAP. Published target: >= 30%. Target period is not explicitly aligned with this observation. Oct 26, 202629.907272 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to at least $622 million in Q1 2026 | A primary condition in SEI Investments Company's published investment case. The stated target is >= $622 million. | Intact | Revenue falls below $551 million in Q1 2026 | Revenue: $662.043M FY2026-Q3; GAAP. Published target: >= $622 million. Target period is not explicitly aligned with this observation. Oct 26, 2026662,043,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.77 → $7.12 · observed estimates
$2.77B → $2.81B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.77 | $2,770,052,240 | 7 / 6 |
| 2026-07-25 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-07-26 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-07-27 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-07-28 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-07-29 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-07-30 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-07-31 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-01 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-02 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-08-03 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-08-04 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-05 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-06 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-08 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-09 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-10 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-12 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-08-13 | $6.92 | $2,777,917,780 | 7 / 6 |
| 2026-08-14 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-15 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-16 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-17 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-18 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-19 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-20 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-21 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-22 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-23 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-24 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-25 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-26 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-27 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-28 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-29 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-30 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-08-31 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-01 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-02 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-03 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-04 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-05 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-06 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-07 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-08 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-09 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-10 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-11 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-12 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-13 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-14 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-15 | $7.01 | $2,813,676,873 | 5 / 5 |
| 2026-09-16 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-17 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-18 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-19 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-20 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-21 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-22 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-23 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-24 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-25 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-26 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-27 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-28 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-29 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-09-30 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-10-01 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-10-02 | $7.04 | $2,816,560,206 | 5 / 5 |
| 2026-10-03 | $7.06 | $2,815,012,891 | 5 / 5 |
| 2026-10-04 | $7.06 | $2,815,012,891 | 5 / 6 |
| 2026-10-05 | $7.06 | $2,815,012,891 | 5 / 6 |
| 2026-10-06 | $7.06 | $2,815,012,891 | 5 / 6 |
| 2026-10-07 | $7.06 | $2,815,012,891 | 5 / 6 |
| 2026-10-08 | $7.06 | $2,815,012,891 | 5 / 6 |
| 2026-10-09 | $7.06 | $2,814,918,605 | 5 / 6 |
| 2026-10-10 | $7.06 | $2,812,318,605 | 5 / 6 |
| 2026-10-11 | $7.06 | $2,812,318,605 | 5 / 6 |
| 2026-10-12 | $7.06 | $2,812,318,605 | 5 / 6 |
| 2026-10-13 | $7.06 | $2,812,318,605 | 5 / 6 |
| 2026-10-14 | $7.06 | $2,812,318,605 | 5 / 6 |
| 2026-10-15 | $7.06 | $2,811,102,891 | 5 / 6 |
| 2026-10-16 | $7.06 | $2,811,102,891 | 5 / 6 |
| 2026-10-17 | $7.06 | $2,811,102,891 | 5 / 6 |
| 2026-10-18 | $7.06 | $2,811,102,891 | 5 / 6 |
| 2026-10-19 | $7.06 | $2,811,102,891 | 5 / 6 |
| 2026-10-20 | $7.09 | $2,815,689,462 | 5 / 6 |
| 2026-10-21 | $7.09 | $2,815,689,462 | 5 / 6 |
| 2026-10-22 | $7.13 | $2,815,166,875 | 5 / 6 |
| 2026-10-23 | $7.12 | $2,814,623,925 | 6 / 5 |
| 2026-10-24 | $7.12 | $2,814,623,925 | 6 / 5 |
| 2026-10-25 | $7.12 | $2,814,623,925 | 6 / 5 |
| 2026-10-26 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-10-27 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-10-28 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-10-29 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-10-30 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-10-31 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-11-01 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-11-02 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-11-03 | $7.12 | $2,814,623,925 | 6 / 6 |
| 2026-11-04 | $7.12 | $2,814,623,925 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
1 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.