SEI Investments

SEIC · NASDAQ

$107.15+$2.36 (+2.25%)TodayMarket closed · Oct 20, 4:10 PM ET

Prev close $104.79

SEIC analyst rating

BuyConsensus of 7 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy7
Hold0
Underperform0
Sell0

12-month price target · 7 analysts

Average $124.44 (+16.1% upside)

Low: $120.19
Now: $107.15
High: $131.25

Upgrades and downgrades

The latest rating actions, newest first

SEIC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 19, 2026	Maintains	Overweight	$120.00 → $127.00	37%
Wells Fargo	Oct 2, 2026	Initiates	Overweight	$129.00	63%
William Blair	Sep 15, 2026	Upgrade	Market Perform → Outperform	—	67%
Morgan Stanley	Jul 23, 2026	Maintains	Overweight	$115.00 → $125.00	51%
Piper Sandler	Jul 23, 2026	Maintains	Overweight	$114.00 → $120.00	37%
Keefe, Bruyette & Woods	Jul 23, 2026	Maintains	Outperform	$113.00 → $119.00	50%
Piper Sandler	Jul 13, 2026	Maintains	Overweight	$105.00 → $114.00	37%
Keefe, Bruyette & Woods	Jul 10, 2026	Maintains	Outperform	$107.00 → $113.00	50%
Morgan Stanley	Jul 9, 2026	Maintains	Overweight	$113.00 → $115.00	51%
Raymond James	Jul 6, 2026	Maintains	Outperform	$122.00 → $124.00	64%

The case for and against

Updated Oct 14, 2026

Bull case

SEI Investments is supported by strong core EPS outperformance, with $1.66 in 2Q26 and $1.44 in 1Q26, driven by higher revenues, lower expenses, and investment gains. Record sales events of $67.2M in 1Q26 and $43.5M in 2Q26, led by investment managers and alternatives mandates, suggest a robust pipeline and durable demand for outsourcing and enterprise mandates. Core operating margins rose to 32% in 2Q26, the highest since 2009, reinforcing a positive view built on sales momentum, expense efficiencies, and improving profitability.

Bear case

SEI Investments is a business with resilient core profitability, but the negative outlook reflects the risk that its recent margin strength may already be peaking after outperforming estimates at 32.3% in 1Q26 and 31.5% in 4Q25. While expense discipline and onboarding from recent sales wins have lifted margins, the deterioration in several segments—including private banks, investment advisors, and institutional investors in 1Q26—suggests uneven operating leverage and limited breadth in the improvement. Even if margins remain in the 30%+ range, the dependence on continuing revenue growth and sustained execution across a $1.9 trillion platform leaves less room for disappointment.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.