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
QuarterlyIQ Insights · SEIC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 26.4% |
| Our one-year growth estimate | diamond | 11.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 15.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
SEIC — dividend update
Dated 2026-05-28
Other Events. On May 27, 2026, the Board of Directors of the Company declared a dividend of $0.52 per share. The cash dividend will be payable to shareholders of record on June 8, 2026, with a payment date of June 16, 2026. A copy of the press release is furnished as Exhibit 99.1 and incorporated in this
Why it matters: The company is focusing on spending. It plans to return money to shareholders.
Supportive ifAnnouncement of a new share repurchase program in Q3.
Worry ifNo announcement of share repurchase program in Q3.
Why it matters: Strong cash flow supports growth initiatives and shareholder returns. It reflects financial health.
Supportive ifCash from operations exceeds $221.6 million in Q2 2026.
Worry ifCash from operations drops below $200 million in Q2 2026.
Why it matters: The dividend shows the company's financial health. It shows a commitment to paying shareholders.
Supportive ifDividend payment is made as scheduled, confirming cash flow strength.
Worry ifA delay or cancellation of the dividend shows cash flow problems.
Why it matters: Slower growth in operating income may mean the company has trouble managing costs. This can affect profits.
Worry ifOperating income growth was less than 15% compared to last year.
Less concerning ifOperating income growth remains at or above 15% year over year.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$88 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $193 loss on $10,000 · 1.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,523 loss on $10,000 · 15.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Strong net inflows from LSV show high demand for SEI's investment services.
Supportive ifNet inflows from LSV exceed $2 billion in Q3, showing strong client interest.
Worry ifNet inflows below $1 billion suggest lower demand.
Why it matters: A steady dividend shows financial health. It shows a commitment to shareholders.
Supportive ifA dividend of at least $0.52 per share is announced in Q3.
Worry ifNo dividend declared shows possible cash flow issues.
Why it matters: Net sales events indicate client demand and growth momentum in SEI's services.
Supportive ifNet sales events exceed $67.2 million in Q2.
Worry ifNet sales events fall below $50 million in Q2.
Why it matters: Strong sales events show that people want SEI's services. This suggests growth.
Supportive ifRecurring sales events in Q3 exceed $40 million, showing strong client demand.
Worry ifSales events below $30 million show weaker demand.
Why it matters: New client wins would validate SEI's growth strategy and strengthen its revenue base in a key segment.
Supportive ifAnnouncement of new client wins in the Investment Managers segment.
Worry ifNo new client wins announced in the Investment Managers segment.
Why it matters: Lower EPS growth may show problems in making money. This could hurt investor trust.
Worry ifAdjusted EPS growth in Q3 is less than 20% compared to Q3 2025.
Less concerning ifAdjusted EPS growth in Q3 is 20% or higher compared to Q3 2025.
Why it matters: Operating margin shows how well the company controls costs. It also shows how much money it makes.
Watch forOperating margin rose above 30% in Q2.
Also watch forOperating margin drops below 28% in Q2.
Why it matters: A drop in revenue growth could signal a slowdown in SEI's business momentum. This would be a key indicator of the company's ability to sustain its growth trajectory.
Worry ifQ3 revenue growth reported below 10% year over year.
Less concerning ifQ3 revenue growth remains at or above 10% year over year.
Why it matters: More share buybacks show management believes in the company's value. This also helps earnings per share grow.
Supportive ifShare repurchases in Q3 exceed $100 million.
Worry ifShare repurchases in Q3 are less than $100 million.