Skip to Content

SEI Investments Co SEIC

Rating as of

Morningstar’s Analysis

Currency in USD
Is it the right time to buy or sell?
Find out with Morningstar Premium
Is it the right time to buy or sell?
Find out with Morningstar Premium

1-Star Price


5-Star Price


Economic Moat


Capital Allocation


SEI Continues to Chug Along in the Third Quarter

Rajiv Bhatia, CFA Equity Analyst

Analyst Note

| Rajiv Bhatia, CFA |

In our view, SEI Investments' third-quarter results were generally good but not without some headwinds. Revenue came in at $485.3 million, up 14% on the back of market appreciation and was modestly ahead of the FactSet consensus of $482.3 million. Likewise, earnings per share of $0.97 was $0.02 above the consensus estimate. Overall, we will maintain our fair value estimate of $71 and narrow moat rating.

Read Full Analysis

Company Profile

Business Description

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with over $103 billion in assets under management. As of June 30, 2020, SEI (including LSV) manages, administers, or advises on about $1.3 trillion in assets.

1 Freedom Valley Drive
Oaks, PA, 19456
T +1 610 676-1000
Sector Financial Services
Industry Asset Management
Most Recent Earnings Jun 30, 2021
Fiscal Year End Dec 31, 2021
Stock Type Cyclical
Employees 3,988