SEIC
Financial Services · Asset Management
Performance
SEIC (SEIC) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
SEIC (SEIC) operates in the Asset Management space within the Financial Services sector. With a market cap of $10.9B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.
- Forward P/E (13.7×) is lower than trailing P/E (15.5×) — analysts expect earnings to improve
- Revenue growth of 13% YoY shows solid business momentum
- Exceptional profit margin of 31.2% — the business retains a large share of each dollar earned
- ROE of 29.6% shows management efficiently converts equity into profit
- Current ratio of 4.5× — ample short-term liquidity
- High debt-to-equity of 2.52× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
1.16%
5Y Avg Annual
$0.8400
Last Payment
$0.5200
Ex-Date
06/08/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest06/08/2026 | 06/16/2026 | $0.5200 | 2.29% |
12/29/2025 | 01/06/2026 | $0.5200 | 2.29% |
06/09/2025 | 06/17/2025 | $0.4900 | 2.16% |
12/27/2024 | 01/04/2025 | $0.4900 | 2.16% |
06/10/2024 | 06/18/2024 | $0.4600 | 2.02% |
12/27/2023 | 01/04/2024 | $0.4600 | 2.02% |
06/09/2023 | 06/17/2023 | $0.4300 | 1.89% |
12/16/2022 | 12/24/2022 | $0.4300 | 1.89% |
Magic Number
Shares needed to self-fund your next purchase
$90.89
Price
$0.5200
Last div. (semesterly)
175
shares
Own 175 SEIC shares ($15,905.75) and each semesterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$15,905.75
New shares / year
+2 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 22, 2026
36
days
EPS (TTM)
$5.86
P/E (TTM)
15.5
Fwd P/E
13.7
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $90.89
Graham Number
√(22.5 × EPS × Book Value)
$51.80
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$14.83
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
29.6%Return on equity — measures how efficiently capital is used
Positive profit margin
31.2%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+12.8%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+19.7%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
2.52×Low financial leverage reduces risk of distress
Current ratio above 1
4.52×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$76M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
1.16%Stock must distribute income to shareholders
Related Assets
Financial Services
About SEIC
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.
Sector
Financial Services
Industry
Asset Management
Location
Oaks, United States
Employees
4,997