A Look Ahead: SEI Inv's Earnings Forecast
Benzinga Insights 9 months ago
Earnings
SEI Inv (NASDAQ:SEIC) is gearing up to announce its quarterly earnings on Wednesday, 2026-01-28. Here's a quick overview of what investors should know before the release.
Analysts are estimating that SEI Inv will report an earnings per share (EPS) of $1.34.
Anticipation surrounds SEI Inv's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
Historical Earnings Performance
Last quarter the company beat EPS by $0.05, which was followed by a 0.15% increase in the share price the next day.
Here's a look at SEI Inv's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 1.25 | 1.19 | 1.14 | 1.19 |
| EPS Actual | 1.30 | 1.20 | 1.17 | 1.19 |
| Price Change % | 0.00 | 0.00 | 8.00 | 4.00 |

Performance of SEI Inv Shares
Shares of SEI Inv were trading at $85.34 as of January 26. Over the last 52-week period, shares are up 2.07%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Observations about SEI Inv
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding SEI Inv.
Analysts have given SEI Inv a total of 4 ratings, with the consensus rating being Outperform. The average one-year price target is $104.5, indicating a potential 22.45% upside.
Comparing Ratings Among Industry Peers
The following analysis focuses on the analyst ratings and average 1-year price targets of Blue Owl Capital, Affiliated Managers Group and Invesco, three prominent industry players, providing insights into their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for Blue Owl Capital, with an average 1-year price target of $19.35, suggesting a potential 77.33% downside.
- Analysts currently favor an Buy trajectory for Affiliated Managers Group, with an average 1-year price target of $404.0, suggesting a potential 373.4% upside.
- Analysts currently favor an Neutral trajectory for Invesco, with an average 1-year price target of $28.55, suggesting a potential 66.55% downside.
Summary of Peers Analysis
The peer analysis summary offers a detailed examination of key metrics for Blue Owl Capital, Affiliated Managers Group and Invesco, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| SEI Investments | Outperform | 7.65% | $310.27M | 6.93% |
| Blue Owl Capital | Neutral | 21.15% | $386.62M | 0.27% |
| Affiliated Managers Group | Buy | 2.25% | $274.50M | 6.45% |
| Invesco | Neutral | 8.25% | $560.50M | 2.76% |
Key Takeaway:
SEI Inv ranks highest in Gross Profit among its peers. It is in the middle for Revenue Growth and Return on Equity.
All You Need to Know About SEI Inv
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $87 billion in assets under management. As of December 2024, SEI (including LSV) manages, administers, or advises about $1.6 trillion in assets.
A Deep Dive into SEI Inv's Financials
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: SEI Inv displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 7.65%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: SEI Inv's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 28.38%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 6.93%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): SEI Inv's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 6.0%, the company showcases efficient use of assets and strong financial health.
Debt Management: SEI Inv's debt-to-equity ratio is below the industry average. With a ratio of 0.01, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
To track all earnings releases for SEI Inv visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.