Stocktoria
SEI INVESTMENTS CO SEIC
SEI INVESTMENTS CO (SEIC) earns a Piotroski F-score of 7/9 (strong financial health), with an Altman Z″ in the safe zone. It pays a dividend yielding 1.15% (safety: safe). FY2024 revenue was $2.1B at a 27.3% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-07-23 | Morgan Stanley | Overweight (main) |
| 2026-07-23 | Piper Sandler | Overweight (main) |
| 2026-07-23 | Keefe, Bruyette & Woods | Outperform (main) |
| 2026-07-13 | Piper Sandler | Overweight (main) |
| 2026-07-10 | Keefe, Bruyette & Woods | Outperform (main) |
| 2026-07-09 | Morgan Stanley | Overweight (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 7/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · safe zone
| Component | Value |
|---|---|
| Working capital / assets | 0.436 |
| Retained earnings / assets | 0.282 |
| EBIT / assets | 0.206 |
| Equity / liabilities | 5.207 |
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| SEIC | SEI INVESTMENTS CO | 7/9 | 10.63 | 18.1 | +10.7% |
| FRHC | Freedom Holding Corp. | 4/9 | — | 51.5 | +9.3% |
| PIPR | PIPER SANDLER COMPANIES | 5/9 | — | 19.2 | +24.3% |
| IBKR | Interactive Brokers Group, Inc. | 1/9 | — | — | +23.4% |
| OPY | OPPENHEIMER HOLDINGS INC | 5/9 | — | 7.5 | +14.4% |
| MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | 5/9 | 4 | — | +19.6% |
| FUTU | Futu Holdings Ltd | 6/9 | 2.04 | — | +67.8% |
All Finance, Insurance & Real Estate companies →
About SEI INVESTMENTS CO
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.
FAQ
Is SEIC financially healthy?
SEI INVESTMENTS CO's Piotroski F-score is 7/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the safe zone.
Does SEIC pay a dividend, and is it safe?
Yes. SEI INVESTMENTS CO pays a dividend yielding about 1.15% with a 20.7% payout ratio, rated “safe” for safety.
How profitable is SEIC?
In FY2024, SEI INVESTMENTS CO had a net margin of 27.3% and a return on equity of 25.8%.
Is SEIC overvalued or undervalued?
SEI INVESTMENTS CO trades at about 23.9× trailing earnings — above its 10-year norm (10-year range 15.1×–30.2×, median 19.6×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for SEIC?
The average Wall-Street price target for SEI INVESTMENTS CO is $115.86, about 9.8% above the recent price, from 7 analysts (consensus: buy).
Is SEIC a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on SEI INVESTMENTS CO: a Piotroski F-score of 7/9, an Altman Z″ in the safe zone, a P/E of about 18.1×, a dividend yield of 1.15%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2024-12-31. Facts plus Stocktoria's own computed scores — not investment advice.