SEI Investments Company (SEIC) is a publicly traded company in the Financial Services — Asset Management industry listed on NASDAQ. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise.
Is SEI Investments Company stock overvalued or undervalued in 2026?
SEI Investments Company (SEIC) trades at 18.0× earnings (P/E), above the median of the 324 financial services companies over $2bn in Kaplio's universe. At the decade median (18.9×) $109 (+5 %); at its sector median (13.0×) $75 (-28 %).
Kaplio overview: SEI Investments Company
Market cap $12B · 52 weeks $75 – $112 (7 % below the high) · P/E 18.0× · 2027 expected P/E 14.5× · Dividend 1.0 % · 11 years rising · Next earnings January 27, 2027 · expected EPS $1.68 · Closing price, Oct 30 · accounts published Oct 21.
- Valuation: P/E 18.0× (fairly priced).
- Business: ROE 28.7 % (excellent).
- Balance sheet: Debt/Equity 0.02 (solid).
- Earnings: 7 of 8 (on track).
What would it be worth at its usual multiples?
At the decade median (18.9×) $109 (+5 %); at its sector median (13.0×) $75 (-28 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in financial services: 4 of 6 pass
- Operating margin 27.3 %, borderline.
- FCF / Net Income 81.8 %, borderline.
- 5y revenue growth 10.4 %, passes.
- ROE 28.7 %, passes.
- Debt / Equity 0.02, passes.
- P/E vs own 5y 18.0×, passes.
Against its peers (reference peers) — SEI Investments Company: P/E 18.0×; EV/EBITDA 12.2×; ROIC 18.9 %; $12.3B. Affiliated Managers Group, Inc. (P/E 13.2×; EV/EBITDA 7.5×; ROIC 6.1 %; $9.9B), T. Rowe Price Group, Inc. (P/E 10.5×; EV/EBITDA 6.0×; ROIC 12.9 %; $22.2B), Northern Trust Corporation (P/E 13.3×; EV/EBITDA 0.3×; ROIC 6.9 %; $30.9B).
Expensive or cheap against its last ten years?
P/E at each close: today 18.0× · median 18.9× · minimum 11.7× · maximum 37.4× · cheap below 17.1× · expensive above 23.6×. It has been cheaper than today only 38% of the time over its last ten years.
Dividend
solid · Yield 1.0 % ($1.02 per share in 2025) · Years raising it ≥ 11 · 5-year growth +8 % a year · Free cash flow coverage 4.3× · With $1,000 invested today you'd collect $10.10 a year ($0.84 a month).
Profitability
| Return on Equity | 28.69% |
| Return on Invested Capital | 18.92% |
| Return on Assets | 20.70% |
| Gross Margin | 76.13% |
| Operating Margin | 29.53% |
| Net Margin | 28.02% |
Financial Health
| Debt / Equity | 0.02 |
| Current Ratio | 4.31 |
| Piotroski F-Score | 5 |
| Altman Z-Score | 12.82 |
Price Performance
| 1 month | +0.97% |
| 3 months | -0.74% |
| Year-to-date | +26.09% |
| 1 year | +28.30% |
| 3 years | +86.98% |
| 5 years | +65.45% |
| 10 years | +133.98% |
Dividend History
Paid in the last 12 months: $1.0400 per share in 2 payments.
| Date | Amount |
|---|---|
| 2026-06-08 | $0.5200 |
| 2025-12-29 | $0.5200 |
| 2025-06-09 | $0.4900 |
| 2024-12-27 | $0.4900 |
| 2024-06-10 | $0.4600 |
| 2023-12-27 | $0.4600 |
| 2023-06-09 | $0.4300 |
| 2022-12-16 | $0.4300 |
| 2022-06-10 | $0.4000 |
| 2021-12-20 | $0.4000 |
Amounts adjusted for stock splits.
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Explore sector: Financial Services · Asset Management
More sections of SEIC: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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