Sei Investments Stock Analysis
SEIC Stock | USD 71.90 0.12 0.17% |
SEI Investments is overvalued with Real Value of 60.31 and Target Price of 65.25. The main objective of SEI Investments stock analysis is to determine its intrinsic value, which is an estimate of what SEI Investments is worth, separate from its market price. There are two main types of SEI Investments' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect SEI Investments' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of SEI Investments' stock to identify patterns and trends that may indicate its future price movements.
The SEI Investments stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. SEI Investments is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. SEI Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and SEI Investments' ongoing operational relationships across important fundamental and technical indicators.
SEI |
SEI Stock Analysis Notes
About 17.0% of the company outstanding shares are owned by corporate insiders. The book value of SEI Investments was at this time reported as 16.25. The company has Price/Earnings To Growth (PEG) ratio of 1.54. SEI Investments last dividend was issued on the 27th of December 2023. 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 the company at 610 676 1000 or learn more at https://www.seic.com.SEI Investments Quarterly Total Revenue |
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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 73.0% of the company shares are owned by institutional investors | |
Latest headline from gurufocus.com: SEI Investments Co Executive Chairman and 10 percent Owner WEST ALFRED P JR Sells 150,000 Shares |
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.
31st of January 2024 Upcoming Quarterly Report | View | |
18th of April 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
31st of January 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
SEI 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 | 2000-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2000-04-19 | 2000-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
1999-10-18 | 1999-09-30 | 0.07 | 0.08 | 0.01 | 14 |
SEI Investments Thematic Classifications
In addition to having SEI Investments stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Diversified AssetsAll types of close end funds | ||
ManagementManagement services | ||
InvestingMoney and asset management including investment banking |
SEI 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.
Shares | Btim Corp | 2023-12-31 | 1.3 M | Citadel Advisors Llc | 2023-09-30 | 1.3 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.2 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 1 M | Legal & General Group Plc | 2023-12-31 | 1 M | Tandem Investment Advisors Inc | 2023-12-31 | 935.5 K | Brown Advisory Holdings Inc | 2023-12-31 | 692.3 K | Natixis Advisors, Llc. | 2023-12-31 | 676.5 K | Vanguard Group Inc | 2023-12-31 | 11.9 M | Blackrock Inc | 2023-12-31 | 11.2 M |
SEI Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 9.46 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 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 0.24 %, 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 0.22 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.22. Last Reported | Projected for 2024 | ||
Return On Capital Employed | 0.20 | 0.19 | |
Return On Assets | 0.18 | 0.14 | |
Return On Equity | 0.22 | 0.34 |
Management Efficiency
SEI Investments has return on total asset (ROA) of 0.1096 % which means that it generated a profit of $0.1096 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2263 %, meaning that it created $0.2263 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. The current year's Return On Equity is expected to grow to 0.34, whereas Return On Capital Employed is forecasted to decline to 0.19. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 1.6 B, whereas Non Currrent Assets Other are forecasted to decline to about 45.8 M.Last Reported | Projected for 2024 | ||
Price Book Value Ratio | 3.95 | 3.75 | |
Enterprise Value Multiple | 15.20 | 9.50 | |
Price Fair Value | 3.95 | 3.75 |
The analysis of SEI Investments' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze SEI Investments' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of SEI Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0128 | Forward Dividend Yield 0.0128 | Forward Dividend Rate 0.92 | Beta 1.01 |
Technical Drivers
As of the 29th of March, SEI Investments has the coefficient of variation of 562.02, and Risk Adjusted Performance of 0.1033. 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 71.9 per share. Given that SEI Investments has jensen alpha of 0.021, 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
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. SEI Investments middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for SEI Investments. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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.
Alfred West over a week ago Disposition of 29343 shares by Alfred West of SEI Investments at 59.78 subject to Rule 16b-3 | ||
Wayne Withrow over a month ago Exercise or conversion by Wayne Withrow of 1970 shares of SEI Investments subject to Rule 16b-3 | ||
Wayne Withrow over three months ago Exercise or conversion by Wayne Withrow of 8924 shares of SEI Investments subject to Rule 16b-3 | ||
Wayne Withrow over three months ago Exercise or conversion by Wayne Withrow of 300 shares of SEI Investments subject to Rule 16b-3 | ||
Wayne Withrow over six months ago Exercise or conversion by Wayne Withrow of 1076 shares of SEI Investments subject to Rule 16b-3 | ||
Wayne Withrow over six months ago Exercise or conversion by Wayne Withrow of 10000 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.
Accumulation Distribution | 7577.35 | |||
Daily Balance Of Power | (0.15) | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 72.14 | |||
Day Typical Price | 72.06 | |||
Price Action Indicator | (0.29) | |||
Period Momentum Indicator | (0.12) |
SEI Investments Corporate Filings
F3 | 28th of March 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F3 | 18th of March 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
8K | 1st of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 26th of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 22nd of February 2024 An amendment to a previously filed Form 10-K | ViewVerify |
8K | 21st of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 20th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
14th of February 2024 Other Reports | ViewVerify |
SEI Investments Forecast Models
SEI Investments' time-series forecasting models are one of many SEI Investments' stock analysis techniques aimed at predicting 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 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 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 Stock analysis, traders can create a robust methodology for identifying SEI entry and exit points for their positions.
Last Reported | Projected for 2024 | ||
Pretax Profit Margin | 0.31 | 0.21 | |
Operating Profit Margin | 0.22 | 0.18 | |
Net Profit Margin | 0.24 | 0.14 | |
Gross Profit Margin | 0.85 | 0.44 |
Current SEI Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. SEI 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 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 Price | Advice | # of Analysts | |
65.25 | Hold | 7 | Odds |
Most SEI 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 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 conference calls.
SEI 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 Flow | 853.4 M | |
Common Stock Shares Outstanding | 133.7 M | |
Total Stockholder Equity | 2.1 B | |
Tax Provision | 127.8 M | |
Quarterly Earnings Growth Y O Y | 0.109 | |
Property Plant And Equipment Net | 193.8 M | |
Cash And Short Term Investments | 866.3 M | |
Cash | 835 M | |
Accounts Payable | 10.6 M | |
Net Debt | -809.6 M | |
50 Day M A | 67.0046 | |
Total Current Liabilities | 353 M | |
Other Operating Expenses | 231.5 M | |
Non Current Assets Total | 1 B | |
Forward Price Earnings | 18.2482 | |
Non Currrent Assets Other | 77.3 M | |
Stock Based Compensation | 31.3 M |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for SEI Stock 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 the 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.
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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 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.
Quarterly Earnings Growth 0.109 | Dividend Share 0.89 | Earnings Share 3.46 | Revenue Per Share 14.479 | Quarterly Revenue Growth 0.062 |
The market value of SEI Investments is measured differently than its book value, which is the value of SEI 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 if SEI Investments is a good investment 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.