Globeflex Capital L P Buys New Stake in SEI Investments Company $SEIC

Globeflex Capital L P purchased a new position in shares of SEI Investments Company (NASDAQ:SEIC) during the first quarter, Holdings Channel.com reports. The fund purchased 6,502 shares of the asset manager’s stock, valued at approximately $510,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SEIC. Allworth Financial LP boosted its position in SEI Investments by 44.0% during the third quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock worth $37,000 after purchasing an additional 132 shares in the last quarter. CIBC Private Wealth Group LLC increased its position in shares of SEI Investments by 353.1% in the third quarter. CIBC Private Wealth Group LLC now owns 435 shares of the asset manager’s stock valued at $37,000 after buying an additional 339 shares in the last quarter. Root Financial Partners LLC increased its position in shares of SEI Investments by 40.8% in the first quarter. Root Financial Partners LLC now owns 487 shares of the asset manager’s stock valued at $38,000 after buying an additional 141 shares in the last quarter. Geneos Wealth Management Inc. increased its position in shares of SEI Investments by 60.2% in the first quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after buying an additional 200 shares in the last quarter. Finally, Rothschild Investment LLC raised its stake in shares of SEI Investments by 266.9% during the 4th quarter. Rothschild Investment LLC now owns 565 shares of the asset manager’s stock worth $46,000 after buying an additional 411 shares during the period. Institutional investors and hedge funds own 70.59% of the company’s stock.

Insider Transactions at SEI Investments

In related news, Chairman Alfred P. West, Jr. sold 50,000 shares of the stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $87.25, for a total value of $4,362,500.00. Following the completion of the sale, the chairman owned 6,825,783 shares of the company’s stock, valued at approximately $595,549,566.75. This trade represents a 0.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Mark Andrew Warner sold 4,000 shares of the stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $91.16, for a total value of $364,640.00. Following the completion of the sale, the insider directly owned 921 shares of the company’s stock, valued at approximately $83,958.36. This represents a 81.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 71,332 shares of company stock worth $6,278,583 in the last ninety days. Insiders own 4.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on SEIC shares. Morgan Stanley increased their target price on SEI Investments from $113.00 to $115.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a research report on Friday, July 17th. Raymond James Financial increased their price objective on shares of SEI Investments from $122.00 to $124.00 and gave the company an “outperform” rating in a report on Monday, July 6th. Keefe, Bruyette & Woods lifted their target price on shares of SEI Investments from $107.00 to $113.00 and gave the company an “outperform” rating in a research report on Friday, July 10th. Finally, Piper Sandler boosted their target price on shares of SEI Investments from $105.00 to $114.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Six analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, SEI Investments currently has an average rating of “Moderate Buy” and an average price target of $116.20.

Key Stories Impacting SEI Investments

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: SEI Investments beat quarterly EPS estimates, reporting $1.66 per share versus expectations around $1.44-$1.45, which suggests resilient execution. SEI Investments earnings report and call transcript
• Positive Sentiment: Revenue also came in above forecasts at $641.6 million, helping reinforce that demand and asset management activity remain solid. SEI Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Operating income grew 33% year over year and operating margin improved to 31%, signaling strong cost control and operating leverage. SEI Reports Second-Quarter 2026 Financial Results
• Neutral Sentiment: Despite the positive quarter, EPS declined 11% from a year ago, so investors may watch whether earnings growth can reaccelerate in coming quarters. SEI Reports Second-Quarter 2026 Financial Results

SEI Investments Price Performance

Shares of NASDAQ SEIC opened at $98.75 on Thursday. The firm has a 50-day simple moving average of $91.44 and a 200-day simple moving average of $85.95. The company has a quick ratio of 4.40, a current ratio of 4.52 and a debt-to-equity ratio of 0.07. The stock has a market capitalization of $11.88 billion, a price-to-earnings ratio of 16.85 and a beta of 0.97. SEI Investments Company has a 52 week low of $75.08 and a 52 week high of $100.79.

SEI Investments (NASDAQ:SEIC) last posted its quarterly earnings results on Wednesday, July 22nd. The asset manager reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.22. SEI Investments had a net margin of 31.17% and a return on equity of 30.70%. The firm had revenue of $641.62 million for the quarter, compared to analyst estimates of $636.35 million. During the same period in the previous year, the business posted $1.78 earnings per share. SEI Investments’s quarterly revenue was up 14.7% on a year-over-year basis. On average, equities analysts predict that SEI Investments Company will post 5.98 earnings per share for the current fiscal year.

SEI Investments Announces Dividend

The firm also recently announced a dividend, which was paid on Tuesday, June 16th. Shareholders of record on Monday, June 8th were paid a $0.52 dividend. This represents a yield of 118.0%. The ex-dividend date of this dividend was Monday, June 8th. SEI Investments’s dividend payout ratio (DPR) is 17.75%.

About SEI Investments

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.