Market Cap
$12.4B
SEIC
SEI INVESTMENTS CO
$103.36 ▼ -0.50%
Prev close $103.87Market cap$12.4B
ConsensusStrong Buy
12-mo target$115.86 (+12.1%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)27 New Institutional Positions23 Institutional Exits Traditional Finance
Snapshot
The big-picture read on SEIC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$6.3B
Inst. Activity
27 buys / 23 sells
Insider Activity
$0.00 buy / $35.8M sell
Insider Net $
-$35.8M
SEC Reports
13
Price chart 30d -5.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 SEC
🔒 Fresh report (last 24h) — subscribers only
Sep 30, 2026 Insider
WEST ALFRED P JR sold 5,483 shares
$103.16 ($565.6K)
Sep 29, 2026 Insider
WEST ALFRED P JR sold 28,394 shares
$103.40 ($2.9M)
Sep 22, 2026 Insider
LANE MICHAEL sold 2,400 shares
Executive Vice President @ $102.78 ($246.7K)
Sep 7, 2026 dark_pool
Sep 4, 2026 SEC Dark Pool: SEIC — 0.8M shares, 27,945 trades
Week starting 2026-09-07. Total ATS volume: 839,482 shares across 27,945 trades.
Two SEIC insiders sold a combined $4.73M in shares over a 7-day window, including an EVP sale of $4.18M and a director s
CLUSTER — Impact 2/10
SEI Investments Co filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing its equity holdings across
13F-HR — Impact 2/10
Jun 30, 2026 Inst.
Boston Partners — ADD
3,093,791 shares ($271.4M)
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 15, 2026 | William Blair | UPGRADE | Outperform | 51% |
| Jul 23, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 13, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 9, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 6, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Apr 23, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Aug 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Jul 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Jun 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% |
Price targets
Where 7 covering analysts think SEIC trades over the next 12 months.
$115.86 +12.1% upside Buy
Current$103.36 Low$98.00 Median$120.00 High$125.00 7 analysts
$98.00$125.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 10 neutral · avg impact 3.2/10.
NEUTRALCLUSTER2/10
🔒 Fresh report (last 24h) — subscribers only
Oct 2, 2026
NEUTRALCLUSTER2/10
Two SEIC insiders sold a combined $4.73M in shares over a 7-day window, including an EVP sale of $4.
Sep 4, 2026
NEUTRAL13F-HR2/10
SEI Investments Co filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing its eq
Aug 14, 2026
NEUTRALCLUSTER3/10
A cluster of four SEIC insiders, including the CEO (via reporting obligations) and an Executive VP,
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: SEIC — 0.8M shares, 27,945 trades
Week starting 2026-09-07. Total ATS volume: 839,482 shares across 27,945 trades.
Aug 31, 2026
dark_pool
Dark Pool: SEIC — 1.0M shares, 24,051 trades
Week starting 2026-08-31. Total ATS volume: 1,003,635 shares across 24,051 trades.
Aug 24, 2026
dark_pool
Dark Pool: SEIC — 0.9M shares, 27,076 trades
Week starting 2026-08-24. Total ATS volume: 875,478 shares across 27,076 trades.
Aug 17, 2026
dark_pool
Dark Pool: SEIC — 0.8M shares, 23,431 trades
Week starting 2026-08-17. Total ATS volume: 791,914 shares across 23,431 trades.
Aug 10, 2026
dark_pool
Dark Pool: SEIC — 0.6M shares, 21,171 trades
Week starting 2026-08-10. Total ATS volume: 579,770 shares across 21,171 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.58 | $1.55–$1.61 | 21.2% | +0.1% | 5↑ 0↓ | $0.7B | 6 |
| Next Q | $1.68 | $1.57–$1.73 | 21.5% | +0.1% | 5↑ 0↓ | $0.7B | 6 |
| Current FY | $6.24 | $5.61–$6.43 | 10.8% | +0.0% | 6↑ 0↓ | $2.6B | 7 |
| Next FY | $6.94 | $6.33–$7.24 | 11.2% | +0.4% | 5↑ 1↓ | $2.8B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.575 | — |
| 7d ago | $1.579 | -0.003 |
| 30d ago | $1.573 | +0.002 |
| 60d ago | $1.573 | +0.002 |
| 90d ago | $1.487 | +0.088 |
Institutional ownership
Which big funds own SEIC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.3B total value (71,775,095 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, LOOMIS. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 9,927,545 | $870.7M | 13.8% | — |
| LOOMIS SAYLES & CO L P | 8,482,052 | $744.0M | 11.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,140,822 | $538.6M | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,686,241 | $411.0M | 6.5% | — |
| STATE STREET CORP | 4,251,584 | $372.9M | 5.9% | — |
| MORGAN STANLEY | 4,119,203 | $361.3M | 5.7% | — |
| Boston Partners | 3,093,791 | $271.4M | 4.3% | ADD +74.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,953,161 | $259.1M | 4.1% | — |
| BANK OF AMERICA CORP /DE/ | 2,908,071 | $255.1M | 4.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Boston Partners | ADD | 1,770,039 | 3,093,791 | +74.8% | $271.4M |
| NORGES BANK | NEW | — | 887,116 | — | $77.8M |
| BARCLAYS PLC | DOUBLED | 380,977 | 825,215 | +116.6% | $72.4M |
| JANE STREET GROUP, LLC | DOUBLED | 6,300 | 578,801 | +9087.3% | $50.8M |
| AMERIPRISE FINANCIAL INC | TRIM | 869,549 | 578,420 | -33.5% | $50.8M |
| Quantinno Capital Management LP | ADD | 382,361 | 532,381 | +39.2% | $46.7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 411,851 | 518,314 | +25.8% | $45.5M |
| GOLDMAN SACHS GROUP INC | ADD | 324,129 | 461,227 | +42.3% | $40.5M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 225,674 | 308,050 | +36.5% | $27.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 399,826 | 284,726 | -28.8% | $25.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$35.8M — $0.00 bought, $35.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | WEST ALFRED P JR | SELL | 5,483 | $103.16 | $565.6K | |
| Sep 29, 2026 | WEST ALFRED P JR | SELL | 28,394 | $103.40 | $2.9M | |
| Sep 22, 2026 | LANE MICHAEL | Executive Vice President | SELL | 2,400 | $102.78 | $246.7K |
| Sep 3, 2026 | Hicke Ryan | Chief Executive Officer | SELL | 37,500 | $110.71 | $4.2M |
| Sep 3, 2026 | Hicke Ryan | Chief Executive Officer | EXERCISE | 20,000 | $64.43 | $1.3M |
| Sep 3, 2026 | Hicke Ryan | Chief Executive Officer | EXERCISE | 17,500 | $48.47 | $848.2K |
| Sep 1, 2026 | ROMEO CARMEN | Director | EXERCISE | 5,000 | $49.63 | $248.2K |
| Sep 1, 2026 | ROMEO CARMEN | Director | SELL | 5,000 | $109.70 | $548.5K |
| Aug 28, 2026 | Peterson Michael | Executive Vice President | SELL | 37,500 | $111.51 | $4.2M |
| Aug 28, 2026 | Peterson Michael | Executive Vice President | EXERCISE | 37,500 | $56.54 | $2.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SEIC.
Shares short
2,332,194
Settlement Sep 15, 2026
Change vs prior
+8.5%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All SEIC filing & press-release reports (13)
- CLUSTER reportOct 2, 2026
- CLUSTER reportSep 4, 2026
- 13F-HR reportAug 14, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 5, 2026
- CLUSTER reportJul 31, 2026
- PRESS-RELEASE reportJul 8, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 28, 2026
- CLUSTER reportMay 5, 2026
- CLUSTER reportApr 30, 2026
- CLUSTER reportApr 24, 2026
- 8-K reportApr 22, 2026