Stock research

SEI INVESTMENTS CO (SEIC) stock

Financials·Security Brokers, Dealers & Flotation Companies·Market cap $12.4B
Auto-Brief · synthesised from 5 layers
SEIC · us_stock
BULLISH
Confidence70%
Top reasons
  1. 1Revenue growth 11.1% YoY, net margin 31.2%.
  2. 2earnings: SEIC Q2 2026 earnings reported (scheduled 2026-07-22)
  3. 3No macro events in the recency window.
Generated 7/29/2026, 11:48:49 AM · ai:classify → deterministic:news → deterministic:macro5 layers
Meaterm briefs are analytical research. Not investment advice. Not a recommendation to buy, sell, or hold any asset.

Factor grades

As of 2026-07-28
Composite
C+
59th percentile
Valuation
D+
37th percentile
Growth
C+
58th percentile
Profitability
B
72nd percentile
Momentum
B
69th percentile

Percentile grades within the stock’s sector, computed nightly from SEC filings. Statistical ranking, not investment advice.

Fair value estimate

Current price
$103.14
Fair value estimate
$98.50
Verdict
FAIRLY VALUED
estimate 4.5% below price

Median of 4 peer-multiple estimates. Not investment advice.

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Open SEIC in the Meaterm terminal →
MacroNEUTRALNo feed
0 items
  • No macro events in the recency window.
No macro events in the recency window.
CatalystsBULLISHLive
1 item
  • earnings: SEIC Q2 2026 earnings reported (scheduled 2026-07-22)
  1. earningsScheduled 2026-07-22
    SEIC Q2 2026 earnings reported
    Reported EPS 1.59 vs. estimate 1.46.
    BULLISH
FundamentalsBULLISHLive
1 item
  • Revenue growth 11.1% YoY, net margin 31.2%.
  • Forward P/E —, FCF $0.7B.
  • Earnings beat 50% of trailing 4 quarters.
Revenue growth (YoY)
11.1%
>10% strong
Net margin
31.2%
>15% healthy
Debt / Equity
0.01
<1 conservative
Interest coverage
2780.6×
>3 safe
Beta
1.00
vs. SPX
Forward P/E
Free cash flow
$662.4M
TTM
Earnings beat rate
50%
Trailing 4 quarters
As of 2026-06-30 · Issuer filings + market data
PositioningNEUTRALLive
0 items
Top 13F holders
  • Blackrock Inc.10.1M sh · +4.90% QoQ
  • LOOMIS SAYLES & CO L P8.6M sh · -1.32% QoQ
  • Vanguard Portfolio Management LLC6.1M sh · +100.00% QoQ
  • Morgan Stanley4.8M sh · -5.57% QoQ
  • Vanguard Capital Management LLC4.7M sh · +100.00% QoQ
As of 2026-06-30 · Meaterm
NewsNEUTRALNo feed
0 items
  • No news in the recency window.
No news in the recency window.

Key fundamentals

Revenue (TTM)
$2.4B
Net income (TTM)
$738.3M
Diluted EPS (TTM)
$5.86
Gross margin
35.5%
Operating margin
27.9%
Net margin
31.2%

Trailing-twelve-month figures computed by Meaterm from SEC filings, refreshed nightly.

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Frequently asked questions

What are the SEIC factor grades?

Meaterm scores SEI INVESTMENTS CO (SEIC) on four factors — valuation, growth, profitability and momentum — plus a composite. Each grade is a percentile ranking against the stock's sector, computed nightly from SEC-filed financial data. Grades are statistical rankings, not investment advice or a recommendation to trade.

How is the fair value estimate for SEIC calculated?

The estimate is the median of several peer-multiple implied values — peer P/E, EV/EBITDA, P/S and P/B applied to the company's own fundamentals — plus a sell-side consensus target when one is available. Peers come from the same industry, matched by size. It is a statistical reference point, not a price target and not investment advice.

Where does the data on this page come from?

Fundamentals and factor grades are computed by Meaterm from SEC filings and refreshed nightly. Positioning context comes from public CFTC and FINRA releases, and macro series from FRED. Every signal, grade and estimate shown is Meaterm’s own computation.

Is SEIC a good stock to invest in?

Meaterm does not answer that question. This page shows how SEI INVESTMENTS CO (SEIC) ranks statistically against sector peers on valuation, growth, profitability and momentum, and where its price sits relative to a peer-multiple estimate. Use it as research context alongside your own analysis — nothing on this page is investment advice.

How often is this page updated?

Factor grades, fundamentals and the company profile refresh nightly after each trading day. The brief layers — macro, catalysts, positioning and news — are composed when the page loads, and the fair value estimate is recomputed with recent quotes during the day.

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