SEI Investments Stock Analysis

SEIC
 Stock
  

USD 60.67  0.03  0.0494%   

The modest gains experienced by current holders of SEI Investments created some momentum for investors as it was traded today as low as 60.56 and as high as 60.95 per share. The company executives have been quite successful in maneuvering the stock at opportune times to take advantage of all market conditions in November. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.99. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Additionally, take a look at World Market Map.
  
The SEI Investments stock analysis report makes it easy to digest most publicly released information about SEI Investments and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. SEI Investments Stock analysis module also helps to analyze the SEI Investments price relationship with some important fundamental indicators such as market cap and management efficiency.

SEI Investments Stock Analysis Notes

About 18.0% of the company outstanding shares are owned by corporate insiders. The book value of SEI Investments was at this time reported as 14.32. The company has Price/Earnings To Growth (PEG) ratio of 1.75. SEI Investments last dividend was issued on the 10th of June 2022. The entity had 2:1 split on the 22nd of June 2007. SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people. To find out more about SEI Investments contact Alfred West at 610 676 1000 or learn more at https://www.seic.com.

SEI Investments Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SEI Investments' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SEI Investments or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
SEI Investments has a poor financial position based on the latest SEC disclosures
About 72.0% of the company shares are owned by institutional investors

SEI Investments Upcoming and Recent Events

Earnings reports are used by SEI Investments to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to SEI Investments previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report26th of January 2022
Next Financial Report20th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End26th of January 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

SEI Investments Largest EPS Surprises

Earnings surprises can significantly impact SEI Investments' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2000-07-18
2000-06-300.090.10.0111 
2000-04-19
2000-03-310.080.090.0112 
1999-10-18
1999-09-300.070.080.0114 
View All Earnings Estimates

SEI Investments Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SEI Investments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SEI Investments backward and forwards among themselves. SEI Investments' institutional investor refers to the entity that pools money to purchase SEI Investments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon Shares4.6 K241 K
Zurich Insurance Group LtdCommon Shares66.8 KM
Zurich Insurance Group LtdCommon Shares25.3 K1.5 M
Zurich Insurance Group LtdCommon Shares34.9 K1.9 M
Zurich Insurance Group LtdCommon Shares38.8 KM
Zurcher Kantonalbank Zurich CantonalbankCommon Shares16.3 K801 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares12.7 K687 K
Note, although SEI Investments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SEI Investments Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 8.33 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate SEI Investments's market, we take the total number of its shares issued and multiply it by SEI Investments's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

SEI Investments Profitablity

SEI Investments' profitability indicators refer to fundamental financial ratios that showcase SEI Investments' ability to generate income relative to its revenue or operating costs. If, let's say, SEI Investments is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, SEI Investments' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of SEI Investments' profitability requires more research than a typical breakdown of SEI Investments' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.25 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.26 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.0.
Last ReportedProjected for 2022
Return on Investment 30.40  26.81 
Return on Average Assets 24.18  21.50 
Return on Average Equity 30.36  27.08 
Return on Invested Capital 1.02  0.95 
Return on Sales 0.33  0.32 

Management Efficiency

The entity has return on total asset (ROA) of 0.1466 % which means that it generated profit of $0.1466 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 0.2699 %, meaning that it created $0.2699 on every $100 dollars invested by stockholders. SEI Investments management efficiency ratios could be used to measure how well sei investments manages its routine affairs as well as how well it operates its assets and liabilities. As of December 9, 2022, Return on Investment is expected to decline to 26.81. In addition to that, Return on Average Assets is expected to decline to 21.50. The current year Tax Assets is expected to grow to about 2.5 M, whereas Total Assets are forecasted to decline to about 2 B.
Last ReportedProjected for 2022
Book Value per Share 7.34  7.92 
Enterprise Value over EBIT 12.60  12.11 
Enterprise Value over EBITDA 11.26  11.01 
Price to Book Value 5.45  5.91 
Tangible Assets Book Value per Share 7.56  6.09 
Enterprise Value6.5 B5.4 B
Tangible Asset Value1.2 BB

Technical Drivers

As of the 9th of December, SEI Investments has the coefficient of variation of 1201.95, and Risk Adjusted Performance of 0.1263. In connection with fundamental indicators, the technical analysis model makes it possible for you to check practical technical drivers of SEI Investments, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to collect and analyze data for nineteen technical drivers for SEI Investments, which can be compared to its competition. Please validate SEI Investments maximum drawdown, and the relationship between the information ratio and downside variance to decide if SEI Investments is priced adequately, providing market reflects its prevalent price of 60.67 per share. Given that SEI Investments has jensen alpha of 0.0961, we advise you to double-check SEI Investments's current market performance to make sure the company can sustain itself at some point in the future.

SEI Investments Price Movement Analysis

Study
The minimum time period for execution of this function requires larger time horizon. Please increase the time horizon for this function. The output start index for this execution was zero with a total number of output elements of zero. The Instantaneous Trendline is a moving-average-like indicator which is formed by removing the Dominant Cycle from SEI Investments price series.
.

SEI Investments Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SEI Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on SEI Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SEI Investments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wayne Withrow over a month ago via Macroaxis 
Exercise or conversion by Wayne Withrow of 15000 shares of Sei Investments subject to Rule 16b-3
Wayne Withrow over a month ago via Macroaxis 
Exercise or conversion by Wayne Withrow of 5000 shares of Sei Investments subject to Rule 16b-3
Wayne Withrow over three months ago via Macroaxis 
Exercise or conversion by Wayne Withrow of 15000 shares of Sei Investments subject to Rule 16b-3
Dennis McGonigle over three months ago via Macroaxis 
Exercise or conversion by Dennis McGonigle of 17500 shares of Sei Investments subject to Rule 16b-3
Alfred West over six months ago via Macroaxis 
Exercise or conversion by Alfred West of 25000 shares of Sei Investments subject to Rule 16b-3
Stephen Meyer over six months ago via Macroaxis 
Exercise or conversion by Stephen Meyer of 15000 shares of Sei Investments subject to Rule 16b-3
Alfred West over six months ago via Macroaxis 
Sale by Alfred West of 100000 shares of Sei Investments
Alfred West over a year ago via Macroaxis 
Exercise or conversion by Alfred West of 50000 shares of Sei Investments subject to Rule 16b-3
Kevin Barr over a year ago via Macroaxis 
Exercise or conversion by Kevin Barr of 40000 shares of Sei Investments subject to Rule 16b-3
Stephen Meyer over a year ago via Macroaxis 
Exercise or conversion by Stephen Meyer of 10000 shares of Sei Investments subject to Rule 16b-3
Stephen Meyer over a year ago via Macroaxis 
Exercise or conversion by Stephen Meyer of 10000 shares of Sei Investments subject to Rule 16b-3
Wayne Withrow over a year ago via Macroaxis 
Exercise or conversion by Wayne Withrow of 4000 shares of Sei Investments subject to Rule 16b-3

SEI Investments Predictive Daily Indicators

SEI Investments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SEI Investments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

SEI Investments Forecast Models

SEI Investments time-series forecasting models is one of many SEI Investments' stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SEI Investments' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About SEI Investments Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how SEI Investments prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling SEI Investments shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as SEI Investments. By using and applying SEI Investments Stock analysis, traders can create a robust methodology for identifying SEI Investments entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 28.85  25.97 
EBITDA Margin 30.57  28.19 
Gross Margin 0.90  0.89 
Profit Margin 28.49  25.91 

Current SEI Investments Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. SEI Investments analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. SEI Investments analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
71.25Buy4Odds
SEI Investments current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most SEI Investments analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand SEI Investments stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of SEI Investments, talking to its executives and customers, or listening to SEI Investments conference calls.
SEI Investments Analyst Advice Details

SEI Investments Stock Analysis Indicators

SEI Investments stock analysis indicators help investors evaluate how SEI Investments stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading SEI Investments shares will generate the highest return on investment. By understating and applying SEI Investments stock analysis, traders can identify SEI Investments position entry and exit signals to maximize returns.
Begin Period Cash Flow787727000.00
Logo U R LimglogosUSseic.png
Common Stock Shares Outstanding142426000.00
Total Stockholder Equity1860763000.00
DescriptionSEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset m
Total Cashflows From Investing Activities-164883000.00
Tax Provision147080000.00
Quarterly Earnings Growth Y O Y-0.536
Property Plant And Equipment Net212483000.00
Retained Earnings632614000.00
Cash And Short Term Investments859674000.00
Retained Earnings Total Equity632614000.00
Cash831407000.00
CodeSEIC
Accounts Payable10312000.00
Net Debt-752440000.00
50 Day M A54.3362
Total Current Liabilities355743000.00
Currency CodeUSD
Other Operating Expenses1364928000.00
Non Current Assets Total950473000.00
Forward Price Earnings17.1527
Common Stock Total Equity1384000.00
Non Currrent Assets Other61172000.00
Additionally, take a look at World Market Map. You can also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.

Complementary Tools for analysis

When running SEI Investments price analysis, check to measure SEI Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SEI Investments is operating at the current time. Most of SEI Investments' value examination focuses on studying past and present price action to predict the probability of SEI Investments' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SEI Investments' price. Additionally, you may evaluate how the addition of SEI Investments to your portfolios can decrease your overall portfolio volatility.
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Is SEI Investments' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SEI Investments. If investors know SEI Investments will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SEI Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of SEI Investments is measured differently than its book value, which is the value of SEI Investments that is recorded on the company's balance sheet. Investors also form their own opinion of SEI Investments' value that differs from its market value or its book value, called intrinsic value, which is SEI Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SEI Investments' market value can be influenced by many factors that don't directly affect SEI Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SEI Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine SEI Investments value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SEI Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.