Demystifying SEI Investments: Insights From 5 Analyst Reviews

During the last three months, 5 analysts shared their evaluations of SEI Investments (NASDAQ:SEIC), revealing diverse outlooks from bullish to bearish.

The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.

	Bullish	Somewhat Bullish	Indifferent	Somewhat Bearish	Bearish
Total Ratings	0	5	0	0	0
Last 30D	0	1	0	0	0
1M Ago	0	2	0	0	0
2M Ago	0	2	0	0	0
3M Ago	0	0	0	0	0

Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $105.4, with a high estimate of $117.00 and a low estimate of $97.00. Observing a 5.4% increase, the current average has risen from the previous average price target of $100.00.

Interpreting Analyst Ratings: A Closer Look

The standing of SEI Investments among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst	Analyst Firm	Action Taken	Rating	Current Price Target	Prior Price Target
Crispin Love	Piper Sandler	Raises	Overweight	$109.00	$102.00
Aidan Hall	Keefe, Bruyette & Woods	Raises	Outperform	$102.00	$97.00
Rayna Kumar	Morgan Stanley	Raises	Overweight	$117.00	$115.00
Crispin Love	Piper Sandler	Raises	Overweight	$102.00	$93.00
Kyle Voigt	Keefe, Bruyette & Woods	Raises	Outperform	$97.00	$93.00

Key Insights:

• Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to SEI Investments. This insight gives a snapshot of analysts' perspectives on the current state of the company.
• Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of SEI Investments compared to the broader market.
• Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of SEI Investments's stock. This examination reveals shifts in analysts' expectations over time.

To gain a panoramic view of SEI Investments's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.

Stay up to date on SEI Investments analyst ratings.

All You Need to Know About SEI Investments

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.

Financial Insights: SEI Investments

Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.

Revenue Growth: SEI Investments displayed positive results in 3M. 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. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: SEI Investments's net margin excels beyond industry benchmarks, reaching 28.38%. This signifies efficient cost management and strong financial health.

Return on Equity (ROE): SEI Investments's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 6.93%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): SEI Investments'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 Investments's debt-to-equity ratio is below the industry average at 0.01, reflecting a lower dependency on debt financing and a more conservative financial approach.

The Basics of Analyst Ratings

Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.

Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.

This article was generated by Benzinga's automated content engine and reviewed by an editor.