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SEI Investments (SEIC)

(Delayed Data from NSDQ)

$75.81 USD

+1.05 (1.40%)

Updated Nov 1, 2024 04:00 PM ET

After-Market: $75.80 -0.01 (-0.01%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank	Definition	Annualized Return
1	Strong Buy	24.10%
2	Buy	17.80%
3	Hold	9.50%
4	Sell	2.70%
5	Strong Sell	2.70%
S&P	500	11.20%

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1-Strong Buy of 5 1

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score	A
Growth Score	A
Momentum Score	A
VGM Score	A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value C Growth B Momentum C VGM

Industry Rank:

Top 9% (23 out of 250)

Industry: Financial - Investment Management

View All Zacks #1 Ranked Stocks

Better trading starts here.

Research for SEIC

Annual Key Company Metrics
Quarterly Key Company Metrics

Revenue - Line of Business Segments	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Revenue: Asset management, admini...		1,515	1,514	1,547	1,346	1,307
Revenue: Information processing a...		405	477	371	338	343
Revenue: Private Banks [$M]		503	576	494	455	470
Revenue: Investment Advisors [$M]		436	448	483	408	404
Revenue: Institutional Investors ...		290	323	344	318	322
Revenue: Investment Managers [$M]		670	625	581	489	441
Revenue: Investments in New Busin...		20	19	17	14	13
Revenue: Private Banks: Asset man...		133	122	137	131	--
Revenue: Private Banks: Informati...		371	454	357	325	--
Income - Line of Business	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Segment profit/(loss): Private Ba...	--	47	102	31	9	27
Segment profit/(loss): Investment...	--	177	196	243	202	195
Segment profit/(loss): Institutio...	--	124	151	176	168	168
Segment profit/(loss): Investment...	--	233	220	233	180	159
Segment profit/(loss): Investment...	--	-25	-26	-36	-39	-17
Segment profit/(loss): Corporate ...		-132	-168	-92	-74	--
NFM - Operating & Non Financial Metrics	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Assets under management - Private...		28,416	25,585	31,011	29,282	27,260
Assets under management - Investm...		76,446	71,676	86,003	75,080	70,786
Assets under management - Institu...		78,943	74,740	93,842	93,095	86,120
Assets under management - Investm...		156,490	141,484	92,972	75,638	58,549
Assets under management - Investm...		2,383	2,127	2,336	1,873	1,846
Assets under management - LSV - E...		89,312	83,753	98,984	93,692	107,476
Total Assets Under Management [$M...	--	431,990	399,365	405,148	368,660	352,037
Client assets under administratio...		7,267	4,151	4,481	26,346	25,801
Client assets under administratio...		935,564	810,491	907,377	760,397	657,541
Client assets under administratio...		942,831	814,642	911,858	786,743	683,342

Revenue - Line of Business Segments	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Revenue: Asset management, admini...		424	409	404	384	381
Revenue: Information processing a...		114	110	107	101	96
Revenue: Private Banks [$M]		139	132	130	125	120
Revenue: Investment Advisors [$M]		127	121	123	110	110
Revenue: Institutional Investors ...		72	72	72	70	70
Revenue: Investment Managers [$M]		185	180	173	175	163
Revenue: Investments in New Busin...		16	15	14	5	13
Revenue: Private Banks: Asset man...	--	424	34	34	--	381
Revenue: Private Banks: Informati...		114	98	96	--	96
Income - Line of Business	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Segment profit/(loss): Private Ba...		24	21	17	13	8
Segment profit/(loss): Investment...		57	52	56	43	46
Segment profit/(loss): Institutio...		34	33	32	31	31
Segment profit/(loss): Investment...		70	69	63	60	59
Segment profit/(loss): Investment...		-3	-4	-4	-6	-5
Segment profit/(loss): Corporate ...		38	-33	-38	-38	31
NFM - Operating & Non Financial Metrics	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Assets under management - Private...		29,518	27,735	28,020	28,416	26,681
Assets under management - Investm...		81,151	78,857	79,437	76,446	72,086
Assets under management - Institu...		81,082	77,852	78,149	78,943	74,510
Assets under management - Investm...		204,662	192,968	161,862	156,490	147,171
Assets under management - Investm...		3,071	2,916	2,492	2,383	2,219
Assets under management - LSV - E...		93,855	90,197	93,616	89,312	83,684
Total Assets Under Management [$M...		493,339	470,525	443,576	431,990	406,351
Client assets under administratio...		8,349	7,813	8,024	7,267	4,399
Client assets under administratio...		1,022,515	998,315	959,904	935,564	1,033,553
Client assets under administratio...		1,045,974	1,020,976	983,339	942,831	890,781

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