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SEIC · Sei Investments Co

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$102.66 -0.69 (-0.67%) At close · Sep 30
Market Cap
$12.68B
Shares
120.02M
Volume · Sep 30 598.99K Avg daily vol (3M) 763.24K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$102.66 Open$103.51 Day$102.65–104.38 52W close$75.18–111.63 Avg vol 30d825K Short int2.3M · 1.9% float · 3.4d Short vol53% Last earningsJul 22, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 3 wks
filed Jul 27, 2026
call held Jul 22, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$2.45B
Trailing 12 months
Net income (TTM)
$706.85M
Trailing 12 months
Revenue growth YoY
+14.7%
Year over year
Operating margin
28.9%
Trailing 12 months
P / E (TTM)
18.2
Trailing earnings · reciprocal yield 5.5%
FCF yield
5.4%
TTM · current market cap
Return on invested capital
26.0%
Trailing 12 months
Net cash
$362.69M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-3.1%
Year over year · fewer shares
Price change (1Y)
+21.0%
Trailing year
Short interest
1.9%
Latest settlement · 3.4 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +13%
above
Price vs 50-day avg −3%
below
RSI (14) 37
neutral
MACD trend Negative
52-week position 75%
mid-range
Momentum
relative strength
Strong
1-month return −6%
trailing
6-month return +33%
trailing
YTD return +25%
this year
Relative strength +21%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $106 › 200d $91 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +76 funds added
Insider flow Distributing
Net -$20.4M over 90 days · 100% sells
Short interest Rising
1.94% of float · ▲ +8.5% MoM · 3.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
576 holders — near 3-yr high, broad support
Squeeze score 53
elevated · 0–100
Fundamentals
Excellent
Revenue growth +8%
Y/Y
Gross margin 35%
expanding
EPS growth +28%
Y/Y
Free cash flow $585.0M
Valuation P/E 18.6
below peers
Buyback $382.7M
remaining
Balance sheet $399.8M
net cash
Quant / Vol
risk profile
Very Low
Volatility 23%
annualized · 1-yr
Max drawdown −15%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 21, 2021
Option expense · the rest of the year $25.7M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+13% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
37 Neutral
MACD trend
Negative Bearish
52-week position
75% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $106 › 200d $91 — 50d above 200d
Institutional flow Accumulating
+1% holders QoQ · +76 funds added
Insider flow Distributing
Net -$20.4M over 90 days · 100% sells
Short interest Rising
1.94% of float · ▲ +8.5% MoM · 3.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
576 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $75 Now $103 · 75% Range high $112
vs 200-day avg +13% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted diluted earnings per common share (non-GAAP basis) non-GAAP $1.66 the three months ended June 30, 2026 filing —
Adjusted income from operations (non-GAAP Basis) non-GAAP $206.95M the three months ended June 30, 2026 filing —
Adjusted net income attributable to SEI Investments Company (non-GAAP basis) non-GAAP $204.19M the three months ended June 30, 2026 filing —
Client assets under administration $1.34T Three Months Ended June 30, 2026 filing —
Total assets $2.02T Three Months Ended June 30, 2026 filing —
Total assets under management $596.03B Three Months Ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SEIC
Sei Investments Co
this stock
$12.68B +25.2% +8.1% 18.6 1.9%
BLK
BlackRock, Inc.
$347.03B -1.1% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
$86.77B -28.4% -11.0% — 1.5%
BX
Blackstone Inc.
$85.57B -27.3% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
$81.46B -20.5% — — 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
576
% held
75.6%
Net QoQ
+631.7K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
456
View
Short & Settlement
Short Interest Rising
Shares short
2.3M
Days to cover
3.4d
Change
+183.3K sh
View
Short Volume
Short vol %
53%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
2
Value
$219
As of
Sep 2, 2026
View
Off-Exchange
Off-exchange %
36.0%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$20.4M
Buyers / Sellers
0 / 9
Buyers Sellers
View
Congressional Trades Sell
Member
Thomas H Tuberville
Amount
$1.0K–$15.0K
Traded
Oct 5, 2022
View
Financials
Financials
Revenue (FY)
$2.3B
Net income (FY)
$715.3M
EPS diluted
$5.63
View
Buybacks
Remaining
$382.7M
View
Filings
SEC Filings
Latest
10-Q
Filed
Jul 27, 2026
This year
15
View
Proposed Sales
Value
$246.7K
Shares
2.4K
Filed
Sep 22, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 22, 2026
View

Performance

5D 20D 120D MTD YTD
SEIC -2.1% -6.3% +33.2% -7.5% +25.2%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -1.4% -6.4% +21.0% -6.9% +13.3%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
—
Spent (derived)
—
Remaining
$382.75M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 350894 CUSIP 784117103 13F (30d) 19 filings 14 filers Visit website Investor relations