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 banks, investment managers, advisors, and institutions. At the July 12, 2026 data cutoff, the latest market snapshot showed a price of $95.45 and a mechanically verified market capitalization of about $11.48 billion on 120.27 million shares. FY2025 revenue reached $2.297 billion and net income $715.3 million, while Q1 2026 revenue and diluted EPS grew 13% and 20% year over year. The balance sheet remains lightly levered, but fee revenue and LSV equity earnings stay sensitive to markets, competition, and client retention. This page is informational research and not investment advice.
Current price
$95.45
Market cap
$11.48 billion
AI score
72 / 100
Rating
High-quality financial technology and asset-administration franchise with market-sensitive fees and limited leverage
Trend status
Above the 50-day and 200-day moving averages, trading near the 52-week high
Data cutoff (updated weekly)
July 12, 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. | High |
| Moat | Switching costs, multi-year implementations, regulatory and operational know-how, and scale across roughly $1.9 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 funded with cash, and ongoing platform investment. | Medium-high |
| Financial trend | FY2025 revenue rose 8% to $2.297 billion and net income rose 23% to $715.3 million. Q1 2026 revenue grew 13% to $622.2 million and diluted EPS rose 20% to $1.40. | High |
| Valuation | At $95.45 the snapshot was about 15.9x TTM EPS of $5.99, about 4.7x book value near $20, and about 20.6x FY2025 free cash flow near $558 million, with only $32 million of long-term debt against $363 million of cash. | Medium-high |
| Technical trend | Price near $95.45 sat above 50-day averages near $90 to $92 and 200-day averages near $84 to $90, close to the $96.60 52-week high, with constructive but extended momentum. | 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 and cash conversion are clearer than the forward-return case because fee economics and equity markets still dominate outcomes. | Medium |
SEIC AI stock forecast
The SEIC AI stock forecast uses a three-year scenario framework around the $95.45 July 2026 market snapshot and $5.99 trailing EPS. The audited calculation produced roughly $66 in a bearish case, $107 in a base case, and $144 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 high-single to low-double digits, operating margins expand further, sales events convert into durable recurring fees, 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 6% annually, 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.
$62 to $70 over three years
More likely if equity markets weaken, outsourcing wins slow, traditional mutual-fund or institutional outflows accelerate, 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 July 12, 2026 cutoff. Independent July snapshots placed the stock near $95.45, with a 52-week range of $75.08 to $96.60, 50-day averages near $90 to $92, and 200-day averages near $84 to $90. Price was near the top of its yearly range and above both longer moving averages. These dated chart observations are not forecasts.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $95.45 | MarketBeat and CNN recorded this July 11, 2026 closing quote. Refresh the live price before using any technical level. |
| Near support | $90 to $92 | This zone brackets recent 50-day moving-average readings near $89.90 to $92.50 and should be tested against a current chart. |
| Major support | $84 to $85 | Multiple July technical snapshots clustered the 200-day average near $84 to $85. A sustained break would weaken the intermediate uptrend. |
| Near resistance | $96.40 to $96.60 | The reported 52-week high area near $96.60 is the immediate ceiling after the early-July breakout attempt. |
| 50-day moving average | About $90 to $92 | Investing, MarketBeat, and Barchart July snapshots placed the 50-day average in this band. Price above it supported the short-term uptrend. |
| 200-day moving average | About $84 to $90 | Sources differed slightly, but all July readings left price above the longer average, so the intermediate trend remained up. |
| Momentum | RSI near 64 in an early-July ChartMill snapshot | That RSI reading was constructive rather than deeply oversold. Near the yearly high, momentum can fade without a clear volume expansion. |
| Volume | About 0.57M to 0.80M shares on recent sessions versus ~0.80M average volume | Compare any break above $96.60 with average volume and earnings-day participation before treating it as a durable breakout. |
| Volatility | $75.08 to $96.60 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 $84 | A break below the longer moving-average cluster would invalidate 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 $90 to $92 50-day-average area after any pullback, then assess whether it can clear and hold the $96.40 to $96.60 high with improving volume. Near-high entries need more confirmation than early-trend breakouts.
A sustained close below $84, 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 $84 to $85 longer-average zone or a deeper pullback toward the mid-$70s yearly low 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 March 31, 2026, SEI managed, advised, or administered about $1.93 trillion in assets.
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, traditional product outflows accelerate, 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, and divestiture of Family Office Services. Alignment is decent through insider ownership near 16%, 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.
At $95.45, the verified snapshot was about 15.9x TTM EPS, 4.7x book value, and roughly 20.6x FY2025 free cash flow. The light leverage and cash-rich balance sheet improve downside resilience, but the stock already traded near 52-week highs, so the margin of safety depends more on durable fee growth 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 | $95.45, 120.27 million shares, and $11.48 billion reported market cap at the July 11 market snapshot | MarketBeat SEIC overview and Yahoo Finance key statistics | July 12, 2026 |
| Market-cap verification | $95.45 x 120.27 million shares equals $11.48 billion, a 0.00% difference from the reported market cap | MarketBeat and financial_rigor.py market-cap verification | July 12, 2026 |
| FY2025 revenue and net income | $2.297 billion revenue, up 8%, and $715.3 million net income attributable to SEI, up 23% | SEI Q4 2025 earnings release | July 12, 2026 |
| FY2025 financial cross-check | Revenue of about $2.30 billion matches independent annual tables within 0.1%. Diluted EPS was $5.63 and basic EPS was $5.76. | SEI Q4 2025 earnings release and independent annual statement tables | July 12, 2026 |
| Q1 2026 results | $622.2 million revenue, $189.5 million operating income, $174.5 million net income, and $1.40 diluted EPS | SEI Q1 2026 earnings release | July 12, 2026 |
| Cash, debt, and assets at March 31, 2026 | $363.1 million cash, $32.4 million long-term debt, and about $1.93 trillion managed, advised, or administered assets | SEI Q1 2026 earnings release | July 12, 2026 |
| Share repurchases | 2.6 million shares repurchased in Q1 2026 for $208.3 million at an average price of $81.55; 7.5 million shares repurchased in FY2025 | SEI Q1 2026 and Q4 2025 earnings releases | July 12, 2026 |
| Valuation and free cash flow | TTM EPS about $5.99, trailing PE about 15.9x, FY2025 free cash flow about $558 million, and P/FCF about 20.6x | FullRatio EPS history, Macrotrends free cash flow, and financial_rigor.py valuation verification | July 12, 2026 |
| Technical snapshot | 52-week range $75.08 to $96.60, 50-day average near $90 to $92, 200-day average near $84 to $90 | Yahoo Finance, Investing.com, ChartMill, and MarketBeat technical snapshots | July 12, 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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