SEI Investments Company research snapshot
SEIC AI stock analysis currently views SEI Investments as a durable provider of financial technology, operations outsourcing, and asset management services for private banks, investment managers, advisors, and institutions. At the August 3, 2026 data cutoff, the latest market snapshot showed a price of $102.98 and a mechanically verified market capitalization of about $12.36 billion on 120.02 million shares. Q2 2026 revenue reached $641.6 million, up 15%, adjusted EPS rose 38% to $1.66, and the adjusted operating margin expanded to 32%, while ending assets under management grew 9.5% to $606.7 billion during the quarter. The balance sheet remains lightly levered, but GAAP EPS fell 11% mainly because the prior year included a $94.4 million gain on the sale of a business, and fee revenue plus LSV equity earnings stay sensitive to markets, competition, and client retention. This page is informational research and not investment advice.
Current price
$102.98
Market cap
$12.36 billion
AI score
73 / 100
Rating
High-quality financial technology and asset-administration franchise with record revenue, expanding margins, and limited leverage
Trend status
Above the 50-day and 200-day moving averages, extended near the 52-week high of $104.47
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | SEI sells mission-critical investment processing, wealth-platform technology, administration, and asset-management services that clients embed into bank, manager, and advisor workflows, with Q2 2026 revenue up 15% and record adjusted EPS. | High |
| Moat | Switching costs, multi-year implementations, regulatory and operational know-how, and scale across about $2.1 trillion of managed, advised, or administered assets support retention, but competitors can still win on price, product, or distribution. | Medium-high |
| Management | CEO Ryan Hicke has led since 2022 after founder Alfred P. West, Jr., with capital returns concentrated in buybacks, a large Stratos close, new AI and CIO leadership appointments, and ongoing platform investment. | Medium-high |
| Financial trend | Q2 2026 revenue grew 15% to $641.6 million and adjusted EPS rose 38% to $1.66. H1 2026 revenue grew 14% to $1,263.8 million and adjusted EPS rose 29% to $3.10, while GAAP EPS declined on a one-time prior-year gain. | High |
| Valuation | At $102.98 the snapshot was about 18.2x TTM EPS of $5.67, about 4.9x book value near $20.83, and about 18.0x TTM free cash flow near $687 million, with about $33 million of total debt against about $396 million of cash. | Medium-high |
| Technical trend | Price near $102.98 sat above the 50-day average near $92.89 and the 200-day average near $85.43, within 1.5% of the $104.47 52-week high, with momentum approaching overbought territory. | Medium |
| Risk level | Risk is medium. Market declines, client outflows, LSV underperformance, platform competition, cyber incidents, and acquisition integration can compress earnings and the multiple even with low leverage. | High |
| AI confidence | Reported facts are well documented, but AI cannot reliably forecast markets, net new sales conversion, LSV results, competitive pricing, or future valuation multiples. | High data confidence |
| Investment certainty | Medium. Business quality, margin momentum, and cash conversion are clearer than the forward-return case because fee economics, equity markets, and valuation re-rating still dominate outcomes. | Medium |
SEIC AI stock forecast
The SEIC AI stock forecast uses a three-year scenario framework around the $102.98 July 2026 market snapshot and $5.67 trailing EPS. The audited calculation produced roughly $64 in a bearish case, $107 in a base case, and $143 in a bullish case. These conditional outputs are not price targets or promises.
$138 to $150 over three years
More likely if revenue keeps compounding near double digits, adjusted margins expand further toward 32% and beyond, sales events convert into durable recurring fees, LSV continues to gather assets, Stratos and AI automation lift advisor and wealth productivity, and investors apply an 18x earnings multiple.
$102 to $112 over three years
More likely if EPS compounds near high-single digits, markets are roughly constructive, client retention stays solid, buybacks continue, and investors apply a mid-teens multiple near 15x rather than awarding a large premium.
$60 to $70 over three years
More likely if equity markets weaken, outsourcing wins slow, advisor and institutional outflows accelerate, ETF and SMA fee rates pressure revenue, LSV equity earnings fall, or the market compresses the earnings multiple toward 11x.
SEIC AI technical analysis
SEIC AI technical analysis is constructive but extended at the August 3, 2026 cutoff. Independent late-July snapshots placed the stock near $102.98, with a 52-week range of $75.08 to $104.47, a 50-day average near $92.89, and a 200-day average near $85.43. Price was within 1.5% of the 52-week high and above both longer moving averages. These dated chart observations are not forecasts.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $102.98 | MarketBeat, StockAnalysis, and Barchart recorded this July 31, 2026 closing quote. Refresh the live price before using any technical level. |
| Near support | $101.60 to $100.20 | Barchart turning points placed the first support near $101.61 and the second near $100.24, close to the late-July 50-day range floor. |
| Major support | $92.90 to $93.20 | StockAnalysis reported the 50-day moving average near $92.89, with Barchart Fibonacci 61.8% near $93.24. A sustained break would weaken the short-term uptrend. |
| Near resistance | $104.47 to $106.10 | The reported 52-week high near $104.47 is the immediate ceiling, with Barchart resistance steps near $104.71 and $106.08 above it. |
| 50-day moving average | About $92.89 | StockAnalysis placed the 50-day average near $92.89 in its August 2, 2026 statistics snapshot. Price above it supported the short-term uptrend. |
| 200-day moving average | About $85.43 | StockAnalysis placed the 200-day average near $85.43, well below the current price, so the intermediate trend remained up. |
| Momentum | RSI near 68.5 in the August 2 StockAnalysis snapshot | That RSI reading is constructive but approaching overbought near 70, so a fade without clear volume expansion is possible at the yearly high. |
| Volume | About 0.82M shares on recent sessions versus roughly 0.78M average volume | Compare any break above $104.47 with volume expansion and earnings-day participation before treating it as a durable breakout. |
| Volatility | $75.08 to $104.47 52-week range | The range shows that a fee-based operating model does not prevent meaningful share-price swings around markets, results, and valuation resets. |
| Invalidation | Sustained close below $93 | A break below the 50-day average and Fibonacci 61.8% zone would weaken this uptrend framework and require a fresh technical review. |
SEIC AI trading strategy
The SEIC AI trading strategy is a rules-based research framework for a low-leverage financial technology and asset-administration company. It is not personal advice. Refresh live price, volume, filings, asset flows, LSV contribution, and position-sizing rules before acting.
Wait for SEIC to hold above the $92.90 50-day-average area after any pullback, then assess whether it can clear and hold the $104.47 high with improving volume. Extended near-high entries need more confirmation than early-trend breakouts.
A sustained close below $93, a sharp market drawdown that hits AUM fees, weak net sales conversion, or a clear earnings miss should invalidate the setup.
If SEIC retests the $92.90 50-day average zone or a deeper pullback toward the $85.43 200-day average area, compare the next earnings release, AUM and AUA trends, LSV equity earnings, free cash flow, and valuation before treating a lower price as an opportunity.
Do not average down without a predefined loss limit. Market gaps, client losses, and multiple compression can move the stock through ordinary stop levels.
Track revenue by segment, operating margin, net sales events, AUM and AUA, LSV equity in earnings, free cash flow, cash and debt, buybacks, Stratos contribution, mutual-fund and institutional flows, and competitive win-loss signals.
Reduce confidence if markets fall sharply, recurring sales stall, margins compress, cash falls after acquisitions without a clear return, or larger platforms reprice outsourcing and wealth technology.
Investment research summary
SEI earns fees by helping private banks, investment managers, advisors, and institutions run technology, operations, administration, and investment programs. Clients pay because the platforms reduce operational burden and support scale, compliance, and client service. As of June 30, 2026, SEI managed, advised, or administered about $2.1 trillion in assets, with ending assets under management of $606.7 billion.
The moat comes from switching costs after multi-year implementations, operational and regulatory know-how, product breadth across technology and asset management, and scale in administration and wealth platforms. It is durable but not absolute because larger wealth platforms, fund administrators, and software vendors compete on capability, price, and distribution.
The thesis can fail if equity and credit markets fall hard, AUM and AUA fees shrink, LSV underperforms, advisor and institutional outflows accelerate, ETF and SMA fee rates pressure revenue, cyber or operational failures damage trust, Stratos integration disappoints, or competitors force lower pricing on outsourcing and advice platforms.
CEO Ryan Hicke has led since 2022 after a long internal career across technology and asset management. Capital allocation has emphasized share repurchases, selective M&A such as Stratos, a higher semi-annual dividend, and new leadership hires in AI and investing. Alignment is decent through meaningful insider ownership, but owner returns still depend on disciplined pricing of deals and conversion of sales events into durable fees.
Banks, managers, and advisors continue to outsource complex operations while seeking automation, advice technology, and public-private market infrastructure. That long-term demand is real, yet the same trend intensifies competition from multi-product platforms, AI-enabled operations tools, and fee-sensitive clients who push newer ETF and SMA products to lower fee rates.
At $102.98, the verified snapshot was about 18.2x TTM EPS, 4.9x book value, and about 18.0x TTM free cash flow. The light leverage and cash-rich balance sheet improve downside resilience, but the stock already traded within 1.5% of 52-week highs, so the margin of safety depends more on durable fee growth and margin expansion than on a deep discount.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| SEIC price, shares, and market capitalization | $102.98, 120.02 million shares, and $12.36 billion reported market cap at the July 31, 2026 market snapshot | MarketBeat SEIC overview and StockAnalysis statistics | August 3, 2026 |
| Market-cap verification | $102.98 x 120.02 million shares equals $12.36 billion, a 0.00% difference from the reported market cap | MarketBeat, StockAnalysis, and financial_rigor.py market-cap verification | August 3, 2026 |
| Q2 2026 results | $641.6 million revenue, up 15%, $197.0 million operating income, up 33%, $195.7 million net income attributable to SEI, and $1.59 diluted EPS, with adjusted EPS of $1.66, up 38% | SEI Q2 2026 earnings release | August 3, 2026 |
| H1 2026 results | $1,263.8 million revenue, up 14%, $386.5 million operating income, up 26%, $370.1 million net income attributable to SEI, $2.99 diluted EPS, and $3.10 adjusted EPS, up 29% | SEI Q2 2026 earnings release | August 3, 2026 |
| GAAP EPS comparison note | GAAP diluted EPS fell 11% in Q2 2026 mainly because Q2 2025 included a $94.4 million gain on the sale of a business; adjusted EPS rose 38% | SEI Q2 2026 earnings release | August 3, 2026 |
| Cash, debt, and assets at June 30, 2026 | $395.7 million cash, about $33 million total debt, $2,499.7 million SEI shareholders equity, $606.7 billion assets under management, and about $2.1 trillion managed, advised, or administered assets | SEI Q2 2026 earnings release and balance sheet | August 3, 2026 |
| Sales events and buybacks | Q2 2026 net sales events totaled $43.5 million, year-to-date $110.6 million; 1.3 million shares repurchased for $112.4 million at an average price of $86.92 | SEI Q2 2026 earnings release | August 3, 2026 |
| FY2025 and TTM financial context | FY2025 revenue was $2.30 billion, up 8%, net income $715.3 million, up 23%, and free cash flow about $558 million; TTM revenue was about $2.45 billion and TTM free cash flow about $687 million | StockAnalysis financials and Macrotrends free cash flow history | August 3, 2026 |
| Valuation and free cash flow | TTM EPS about $5.67, trailing PE about 18.2x, book value per share about $20.83, P/B about 4.9x, TTM free cash flow per share about $5.72, and P/FCF about 18.0x | MarketBeat, StockAnalysis, and financial_rigor.py valuation verification | August 3, 2026 |
| Technical snapshot | 52-week range $75.08 to $104.47, 50-day average about $92.89, 200-day average about $85.43, and RSI near 68.5 | StockAnalysis statistics and Barchart technical data | August 3, 2026 |
This SEIC AI stock analysis is an informational research tool only. It is not investment advice, financial advice, or a recommendation to buy or sell SEI Investments stock. Forecasts are conditional scenarios based on available public data and can be wrong. Verify live data, filings, personal risk tolerance, and constraints before making investment decisions.
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