SEI Investments Company (SEIC)

NASDAQFinancialsAsset ManagementSnapshot 2026-10-23

$102.30-2.11%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge SEI Investments Company’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

+1.1%

+10% or more+5%0%−5%−10% or less

7.04 → 7.12 EPS · FY ending Dec 31, 2027 · 6 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 6; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	669.33M
EPS	—	1.679
Quarter ending 2027-03-31
Revenue	—	672.12M
EPS	—	1.668
Annual ending 2026-12-31
Revenue	—	2.6B
EPS	—	6.411
Annual ending 2027-12-31
Revenue	—	2.81B
EPS	—	7.121

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain semi-annual dividend of $0.52 per share	The company pays a steady dividend of $0.52 per share.	Intact	Dividend cut or suspension	Dividend per share: $0.52 per share FY2026-Q2; GAAP. Published target: >= $0.52 per share semi-annually. Target period is not explicitly aligned with this observation. Source published Jul 27, 20260.52 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 4ad87662-d02e-4881-8c0b-1322c3edd4f0. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
EPS at least $5.63 in full year 2026	Earnings per share are expected to rise to at least $5.63 in 2026.	Broken	EPS falls below $4.25 in FY 2026	Diluted EPS: $1.59 per share FY2026-Q2; GAAP. Published target: >= $5.63. Target period is not explicitly aligned with this observation. Source published Jul 27, 20261.59 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 4ad87662-d02e-4881-8c0b-1322c3edd4f0. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Operating margin near 30% in Q1 2026	Profit margin is strong near 30%.	Intact	Operating margin falls below 25% in Q1 2026	Operating margin: 30.71% FY2026-Q2; GAAP. Published target: >= 30%. Target period is not explicitly aligned with this observation. Source published Jul 27, 202630.706169 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 4ad87662-d02e-4881-8c0b-1322c3edd4f0. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue grows to at least $622 million in Q1 2026	A primary condition in SEI Investments Company's published investment case. The stated target is >= $622 million.	Intact	Revenue falls below $551 million in Q1 2026	Revenue: $641.617M FY2026-Q2; GAAP. Published target: >= $622 million. Target period is not explicitly aligned with this observation. Source published Jul 27, 2026641,617,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 4ad87662-d02e-4881-8c0b-1322c3edd4f0. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$7.12

$6.77 → $7.12 · observed estimates

FY2027 revenue$2.81B

$2.77B → $2.81B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$6.77	$2,770,052,240	7 / 6
2026-07-25	$6.92	$2,777,917,780	7 / 6
2026-07-26	$6.92	$2,777,917,780	7 / 6
2026-07-27	$6.92	$2,777,917,780	7 / 6
2026-07-28	$7.01	$2,813,676,873	5 / 5
2026-07-29	$6.92	$2,777,917,780	7 / 6
2026-07-30	$6.92	$2,777,917,780	7 / 6
2026-07-31	$7.01	$2,813,676,873	5 / 5
2026-08-01	$7.01	$2,813,676,873	5 / 5
2026-08-02	$6.92	$2,777,917,780	7 / 6
2026-08-03	$6.92	$2,777,917,780	7 / 6
2026-08-04	$7.01	$2,813,676,873	5 / 5
2026-08-05	$7.01	$2,813,676,873	5 / 5
2026-08-06	$7.01	$2,813,676,873	5 / 5
2026-08-08	$7.01	$2,813,676,873	5 / 5
2026-08-09	$7.01	$2,813,676,873	5 / 5
2026-08-10	$7.01	$2,813,676,873	5 / 5
2026-08-12	$6.92	$2,777,917,780	7 / 6
2026-08-13	$6.92	$2,777,917,780	7 / 6
2026-08-14	$7.01	$2,813,676,873	5 / 5
2026-08-15	$7.01	$2,813,676,873	5 / 5
2026-08-16	$7.01	$2,813,676,873	5 / 5
2026-08-17	$7.01	$2,813,676,873	5 / 5
2026-08-18	$7.01	$2,813,676,873	5 / 5
2026-08-19	$7.01	$2,813,676,873	5 / 5
2026-08-20	$7.01	$2,813,676,873	5 / 5
2026-08-21	$7.01	$2,813,676,873	5 / 5
2026-08-22	$7.01	$2,813,676,873	5 / 5
2026-08-23	$7.01	$2,813,676,873	5 / 5
2026-08-24	$7.01	$2,813,676,873	5 / 5
2026-08-25	$7.01	$2,813,676,873	5 / 5
2026-08-26	$7.01	$2,813,676,873	5 / 5
2026-08-27	$7.01	$2,813,676,873	5 / 5
2026-08-28	$7.01	$2,813,676,873	5 / 5
2026-08-29	$7.01	$2,813,676,873	5 / 5
2026-08-30	$7.01	$2,813,676,873	5 / 5
2026-08-31	$7.01	$2,813,676,873	5 / 5
2026-09-01	$7.01	$2,813,676,873	5 / 5
2026-09-02	$7.01	$2,813,676,873	5 / 5
2026-09-03	$7.01	$2,813,676,873	5 / 5
2026-09-04	$7.01	$2,813,676,873	5 / 5
2026-09-05	$7.01	$2,813,676,873	5 / 5
2026-09-06	$7.01	$2,813,676,873	5 / 5
2026-09-07	$7.01	$2,813,676,873	5 / 5
2026-09-08	$7.01	$2,813,676,873	5 / 5
2026-09-09	$7.01	$2,813,676,873	5 / 5
2026-09-10	$7.01	$2,813,676,873	5 / 5
2026-09-11	$7.01	$2,813,676,873	5 / 5
2026-09-12	$7.01	$2,813,676,873	5 / 5
2026-09-13	$7.01	$2,813,676,873	5 / 5
2026-09-14	$7.01	$2,813,676,873	5 / 5
2026-09-15	$7.01	$2,813,676,873	5 / 5
2026-09-16	$7.04	$2,816,560,206	5 / 5
2026-09-17	$7.04	$2,816,560,206	5 / 5
2026-09-18	$7.04	$2,816,560,206	5 / 5
2026-09-19	$7.04	$2,816,560,206	5 / 5
2026-09-20	$7.04	$2,816,560,206	5 / 5
2026-09-21	$7.04	$2,816,560,206	5 / 5
2026-09-22	$7.04	$2,816,560,206	5 / 5
2026-09-23	$7.04	$2,816,560,206	5 / 5
2026-09-24	$7.04	$2,816,560,206	5 / 5
2026-09-25	$7.04	$2,816,560,206	5 / 5
2026-09-26	$7.04	$2,816,560,206	5 / 5
2026-09-27	$7.04	$2,816,560,206	5 / 5
2026-09-28	$7.04	$2,816,560,206	5 / 5
2026-09-29	$7.04	$2,816,560,206	5 / 5
2026-09-30	$7.04	$2,816,560,206	5 / 5
2026-10-01	$7.04	$2,816,560,206	5 / 5
2026-10-02	$7.04	$2,816,560,206	5 / 5
2026-10-03	$7.06	$2,815,012,891	5 / 5
2026-10-04	$7.06	$2,815,012,891	5 / 6
2026-10-05	$7.06	$2,815,012,891	5 / 6
2026-10-06	$7.06	$2,815,012,891	5 / 6
2026-10-07	$7.06	$2,815,012,891	5 / 6
2026-10-08	$7.06	$2,815,012,891	5 / 6
2026-10-09	$7.06	$2,814,918,605	5 / 6
2026-10-10	$7.06	$2,812,318,605	5 / 6
2026-10-11	$7.06	$2,812,318,605	5 / 6
2026-10-12	$7.06	$2,812,318,605	5 / 6
2026-10-13	$7.06	$2,812,318,605	5 / 6
2026-10-14	$7.06	$2,812,318,605	5 / 6
2026-10-15	$7.06	$2,811,102,891	5 / 6
2026-10-16	$7.06	$2,811,102,891	5 / 6
2026-10-17	$7.06	$2,811,102,891	5 / 6
2026-10-18	$7.06	$2,811,102,891	5 / 6
2026-10-19	$7.06	$2,811,102,891	5 / 6
2026-10-20	$7.09	$2,815,689,462	5 / 6
2026-10-21	$7.09	$2,815,689,462	5 / 6
2026-10-22	$7.13	$2,815,166,875	5 / 6
2026-10-23	$7.12	$2,814,623,925	6 / 5
2026-10-24	$7.12	$2,814,623,925	6 / 5

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	7	2	0
2026-06-01	6	2	0
2026-07-01	6	2	0
2026-08-01	6	2	1
2026-09-01	7	1	1
2026-10-01	8	1	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 8 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades3 maintains

Recent actions · Sep 25–Oct 24 · 3 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Piper SandlerOct 22 · prior Oct 19

$127.00 → $129.00+1.6%

Morgan StanleyOct 22

$127.00New observation · no comparable prior

Wells FargoOct 1

$129.00New observation · no comparable prior

$0$70.95$141.90

1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain semi-annual dividend of $0.52 per shareDividend per share: $0.52 per share
EPS at least $5.63 in full year 2026Published status: Broken
Operating margin near 30% in Q1 2026Operating margin: 30.71%
Revenue grows to at least $622 million in Q1 2026Revenue: $641.617M

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.9%Typical daily move · historical

Downside history

-15.2%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

SEI Investments Company outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

SEIC is a financial-services business with a growth and operating-efficiency thesis, rather than a turnaround story. The multi-year view is intact, supported by recent earnings beats and improving company momentum, while execution quality remains neutral overall.

What's priced into SEI Investments Company

The valuation model describes SEIC as trading at a durable premium to peers, and rates it as expensive. The expectations gap is small, though model confidence is low, and the available evidence labels the premium as justified rather than highly fragile.

What the fundamentals likely do

Near-term results show revenue rising from 2025-Q1 to 2026-Q3, with operating margin and operating income also improving; management’s growth and margin priorities are on track. Technology and talent investment remains a watch item because the supplied evidence does not show clear results tied to that commitment. Near-term miss risk is rated low, but the evidence notes a past deep miss and a high-miss-rate industry.

What SEI Investments Company hinges on

The multi-year thesis depends on continued growth in core businesses and new sales, conversion of reported sales activity, and further margin gains. A guidance cut or falling rates would be unfavorable, while continued strong earnings and guidance from sector bellwethers could support sector momentum.