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About the company
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
- Revenue in USD (TTM)2.30bn
- Net income in USD715.31m
- Incorporated1968
- Employees5.07k
- LocationSEI Investments Co1 Freedom Valley DriveOAKS 19456-9989United StatesUSA
- Phone+1 (610) 676-1000
- Websitehttps://www.seic.com/
Mergers & acquisitions
| Acquired company | SEIC:NSQ since announced | Transaction value |
|---|---|---|
| Stratos Wealth Holdings LLC | -9.42% | 527.00m |
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stepstone Group Inc | 1.54bn | -615.09m | 7.00bn | 1.24k | -- | -- | -- | 4.53 | -8.00 | -8.00 | 20.18 | -2.95 | 0.3295 | -- | 20.65 | 1,366,212.00 | -18.38 | 4.85 | -249.58 | 25.02 | 79.38 | 74.25 | -55.80 | 18.69 | -- | -- | 0.1805 | 188.78 | 64.72 | 21.29 | -409.11 | -- | 43.54 | -- |
| PIMCO Dynamic Income Fund | 1.02bn | 806.11m | 7.24bn | -- | 8.77 | 1.09 | -- | 7.07 | 2.10 | 2.10 | 2.61 | 16.93 | 0.1045 | -- | -- | -- | 8.23 | 3.19 | 13.22 | 5.66 | 73.68 | 72.05 | 78.78 | 34.58 | -- | -- | 0.3457 | 264.12 | 26.11 | 35.45 | 43.06 | -- | -- | 0.00 |
| Hamilton Lane Inc | 763.40m | 233.51m | 7.35bn | 760.00 | 23.57 | 8.38 | 20.61 | 9.62 | 5.59 | 5.59 | 14.97 | 15.73 | 0.4059 | -- | 4.19 | 1,004,472.00 | 18.44 | 19.31 | 31.00 | 36.68 | -- | -- | 45.43 | 45.67 | -- | -- | 0.1741 | 42.20 | 28.73 | 21.07 | 54.35 | 29.02 | 14.60 | 12.25 |
| Janus Henderson Group PLC | 3.10bn | 797.60m | 7.43bn | 2.30k | 9.18 | 1.41 | 7.87 | 2.40 | 5.25 | 5.25 | 20.31 | 34.23 | 0.4067 | -- | -- | -- | 11.90 | 7.88 | 13.77 | 9.18 | 20.04 | -- | 29.27 | 21.09 | -- | -- | 0.0607 | -- | 25.23 | 6.15 | 100.08 | 38.46 | -- | -- |
| Affiliated Managers Group Inc | 2.04bn | 531.20m | 8.48bn | 4.10k | 19.41 | 2.55 | 9.84 | 4.15 | 15.54 | 15.54 | 60.19 | 118.14 | 0.229 | -- | 3.63 | 498,073.20 | 8.38 | 10.13 | 10.85 | 13.42 | -- | -- | 36.58 | 40.04 | -- | -- | 0.3431 | 0.7359 | -0.8213 | -1.84 | -23.97 | 100.73 | -18.75 | -50.00 |
| XP Inc | 3.40bn | 958.65m | 9.69bn | 7.44k | 10.45 | 2.18 | 9.54 | 2.85 | 1.78 | 1.78 | 6.31 | 8.54 | 0.05 | -- | 16.81 | 456,223.70 | 1.42 | 2.03 | 1.87 | 2.79 | -- | -- | 28.31 | 26.99 | -- | 9.30 | 0.8109 | 31.60 | 14.61 | 27.13 | 15.77 | 33.10 | 15.39 | -- |
| SEI Investments Co | 2.30bn | 715.31m | 10.32bn | 5.07k | 14.99 | 4.22 | 12.98 | 4.49 | 5.63 | 5.63 | 18.08 | 20.03 | 0.7731 | -- | 3.35 | -- | 24.14 | 21.99 | 29.16 | 26.04 | 85.46 | 85.21 | 31.23 | 27.15 | -- | -- | -- | 20.10 | 8.07 | 6.41 | 23.08 | 9.85 | -- | 6.96 |
| Invesco Ltd | 6.38bn | -726.30m | 11.44bn | 8.37k | -- | 0.9355 | 7.41 | 1.79 | -1.61 | -1.61 | 14.06 | 27.55 | 0.2357 | -- | -- | -- | -0.6462 | 2.20 | -0.7005 | 2.60 | 66.64 | 67.81 | -2.74 | 10.62 | -- | -- | 0.4535 | 117.31 | 5.11 | 0.7423 | -235.00 | -- | -- | 1.62 |
| Jefferies Financial Group Inc | 10.82bn | 635.05m | 11.68bn | 7.79k | 19.82 | 1.10 | 14.45 | 1.08 | 2.85 | 2.83 | 48.62 | 51.26 | 0.1542 | -- | 1.68 | 1,389,968.00 | 0.978 | 1.38 | 1.73 | 2.42 | 61.57 | 66.62 | 6.34 | 9.17 | -- | -- | 0.7691 | 37.09 | 2.93 | 9.25 | -4.14 | -3.65 | 3.23 | 21.94 |
| Houlihan Lokey Inc | 2.65bn | 447.78m | 11.72bn | 2.70k | 25.77 | 5.10 | 23.54 | 4.43 | 6.52 | 6.52 | 38.54 | 32.92 | 0.7146 | -- | 6.52 | 980,124.00 | 12.08 | 11.87 | 19.63 | 20.67 | -- | -- | 16.91 | 17.01 | -- | 4,412.66 | 0.00 | 38.09 | 24.81 | 15.56 | 42.60 | 16.81 | 13.89 | 12.95 |
| Equitable Holdings Inc | 14.14bn | -1.44bn | 12.30bn | 8.00k | -- | -- | -- | 0.8697 | -4.83 | -4.83 | 47.11 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 46.65 | 59.04 | -7.34 | 8.76 | -- | 0.4792 | -- | -- | -16.43 | 0.00 | -220.08 | -- | -- | 9.73 |
| Stifel Financial Corp | 6.35bn | 646.50m | 13.19bn | 9.00k | 21.77 | -- | 29.06 | 2.08 | 5.88 | 5.88 | 57.72 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 71.60 | -- | 10.77 | 12.76 | -- | 2.12 | -- | -- | 6.65 | 10.70 | -6.86 | 6.30 | -- | 32.34 |
| Ares Capital Corporation | 3.05bn | 1.30bn | 13.49bn | 4.25k | 10.12 | 0.9423 | 10.39 | 4.42 | 1.86 | 1.86 | 4.37 | 19.94 | 0.1026 | -- | 5.45 | 718,117.60 | 4.37 | 5.47 | 4.51 | 5.66 | 49.44 | 50.51 | 42.56 | 51.78 | -- | 1,458.00 | 0.5276 | 81.74 | 2.07 | 15.10 | -14.65 | 21.83 | -- | 3.71 |
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2025 | 10.34m | 8.45% |
| Loomis, Sayles & Co. LPas of 30 Sep 2025 | 8.98m | 7.33% |
| BlackRock Fund Advisorsas of 30 Sep 2025 | 7.94m | 6.48% |
| Atlanta Capital Management Co. LLCas of 30 Sep 2025 | 5.18m | 4.23% |
| SSgA Funds Management, Inc.as of 30 Sep 2025 | 4.54m | 3.71% |
| Geode Capital Management LLCas of 30 Sep 2025 | 2.78m | 2.27% |
| Managed Account Advisors LLCas of 30 Sep 2025 | 2.70m | 2.20% |
| Beutel, Goodman & Co. Ltd.as of 30 Sep 2025 | 2.02m | 1.65% |
| First Trust Advisors LPas of 30 Sep 2025 | 1.73m | 1.41% |
| Invesco Capital Management LLCas of 30 Sep 2025 | 1.72m | 1.41% |
