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About the company
SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. 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.
- Revenue in USD (TTM)1.96bn
- Net income in USD486.64m
- Incorporated1968
- Employees5.06k
- LocationSEI Investments Co1 Freedom Valley DrOAKS 19456-9989United StatesUSA
- Phone+1 (610) 676-1000
- Websitehttps://www.seic.com/
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Mergers & acquisitions
| Acquired company | SEIC:NSQ since announced | Transaction value |
|---|---|---|
| WealthForge Technologies LLC | 4.73% | -- |
Data delayed at least 15 minutes, as of Apr 24 2024 21:00 BST.
Peer analysis
Key Information
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janus Henderson Group PLC | 2.14bn | 380.80m | 5.10bn | 2.20k | 13.33 | 1.14 | 11.34 | 2.38 | 2.37 | 2.37 | 13.32 | 27.78 | 0.3359 | -- | 26.68 | 972,000.00 | 6.70 | 5.72 | 7.80 | 6.72 | 71.70 | -- | 19.95 | 16.80 | -- | -- | 0.059 | 68.26 | -5.08 | -1.84 | 5.46 | -5.60 | -17.98 | 1.61 |
| Affiliated Managers Group, Inc. | 2.06bn | 672.90m | 5.26bn | 4.00k | 9.98 | 1.50 | 5.44 | 2.56 | 16.24 | 16.24 | 49.73 | 108.07 | 0.2294 | -- | 6.01 | 514,425.00 | 10.10 | 9.34 | 13.18 | 12.55 | -- | -- | 44.03 | 35.39 | -- | -- | 0.3383 | 3.36 | -11.67 | -2.85 | -41.28 | 22.53 | -7.89 | -49.35 |
| Hamilton Lane Inc | 489.97m | 123.58m | 6.12bn | 600.00 | 34.84 | 13.08 | 29.23 | 12.49 | 3.25 | 3.25 | 9.10 | 8.66 | 0.42 | -- | 7.12 | 816,608.30 | 17.30 | 20.81 | 30.41 | 43.52 | -- | -- | 41.19 | 46.98 | -- | -- | 0.2397 | 45.92 | 43.71 | 16.72 | -23.15 | 24.78 | 16.06 | 17.98 |
| Blue Owl Capital Corp | 1.58bn | 793.31m | 6.16bn | -- | 7.77 | 1.02 | -- | 3.89 | 2.03 | 2.03 | 4.06 | 15.45 | 0.1168 | -- | 77.77 | -- | 5.86 | 4.85 | 6.13 | 5.03 | 50.13 | 51.86 | 50.14 | 52.01 | -- | -- | 0.5403 | 97.27 | 31.62 | 32.40 | 70.11 | 31.44 | -- | 2.29 |
| Invesco Ltd | 5.77bn | -337.20m | 6.52bn | 8.49k | -- | 0.4487 | -- | 1.13 | -0.7532 | -0.7532 | 12.71 | 32.36 | 0.1997 | -- | -- | 680,115.40 | -0.4145 | 2.54 | -0.4564 | 3.46 | 67.54 | 68.63 | -2.08 | 13.81 | -- | -- | 0.3524 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Voya Financial Inc | 7.35bn | 589.00m | 7.05bn | 9.00k | 12.84 | 1.71 | -- | 0.9598 | 5.42 | 5.42 | 67.55 | 40.77 | 0.0484 | -- | -- | 816,444.40 | 0.4801 | 0.6607 | -- | -- | -- | -- | 9.92 | 16.63 | -- | 4.45 | 0.2574 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Evercore Inc | 2.45bn | 257.79m | 7.22bn | 2.20k | 29.29 | -- | 23.27 | 2.94 | 6.37 | 6.37 | 60.89 | -- | -- | -- | -- | 1,116,790.00 | -- | 15.03 | -- | 24.20 | 98.79 | 98.80 | 11.67 | 19.09 | -- | -- | -- | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Marketaxess Holdings Inc | 752.55m | 258.06m | 7.74bn | 881.00 | 29.80 | 5.99 | 23.56 | 10.29 | 6.85 | 6.85 | 19.99 | 34.12 | 0.4155 | -- | 1.13 | 854,196.40 | 14.25 | 18.74 | 21.66 | 26.37 | 89.40 | 91.03 | 34.29 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| Stifel Financial Corp | 5.32bn | 491.29m | 8.05bn | 9.00k | 17.81 | -- | 20.17 | 1.51 | 4.40 | 4.40 | 47.42 | -- | -- | -- | -- | 590,575.80 | -- | 1.93 | -- | 10.33 | 72.50 | 98.74 | 9.94 | 13.55 | -- | 1.80 | -- | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| SEI Investments Co | 1.96bn | 486.64m | 8.76bn | 5.06k | 18.21 | 3.87 | 15.60 | 4.46 | 3.66 | 3.66 | 14.74 | 17.20 | 0.8031 | -- | 3.51 | 387,720.40 | 19.92 | 21.51 | 22.43 | 25.29 | 84.59 | 84.44 | 24.80 | 26.54 | -- | -- | -- | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Houlihan Lokey Inc | 1.84bn | 258.88m | 8.85bn | 2.61k | 33.03 | 5.00 | 30.98 | 4.81 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 9.46bn | 7.56k | 34.90 | 0.9668 | 23.96 | 1.15 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| XP Inc | 2.89bn | 757.24m | 11.29bn | 6.93k | 14.84 | 2.99 | 19.18 | 3.91 | 1.39 | 1.39 | 5.31 | 6.91 | 0.0674 | -- | 23.24 | -- | 1.77 | 2.36 | 2.34 | 3.30 | -- | -- | 26.24 | 26.59 | -- | 8.33 | 0.7421 | -- | 11.34 | 38.10 | 8.94 | 53.24 | -- | -- |
| Equitable Holdings Inc | 14.73bn | 1.22bn | 12.47bn | 8.50k | 11.28 | 11.69 | -- | 0.8466 | 3.38 | 3.38 | 41.93 | 7.93 | 0.0556 | -- | 1.40 | 1,733,177.00 | 0.6206 | 0.3329 | 0.6635 | 0.3525 | 55.86 | 57.06 | 11.15 | 5.76 | -- | 1.34 | 0.7911 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Morningstar Inc | 2.04bn | 141.10m | 12.92bn | 11.33k | 92.25 | 9.73 | 38.77 | 6.34 | 3.28 | 3.28 | 47.58 | 31.08 | 0.5928 | -- | 5.55 | 179,865.90 | 4.32 | 5.69 | 5.81 | 7.55 | 58.62 | 59.37 | 7.28 | 9.62 | -- | 4.73 | 0.4228 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
Data as of Apr 24 2024. Currency figures normalised to SEI Investments Co's reporting currency: US Dollar USD
40.64%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 11.65m | 8.87% |
| Loomis, Sayles & Co. LPas of 31 Dec 2023 | 9.49m | 7.23% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 8.93m | 6.80% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 5.95m | 4.53% |
| Atlanta Capital Management Co. LLCas of 31 Dec 2023 | 5.36m | 4.08% |
| Beutel, Goodman & Co. Ltd.as of 31 Dec 2023 | 4.02m | 3.06% |
| Managed Account Advisors LLCas of 31 Dec 2023 | 2.88m | 2.19% |
| Geode Capital Management LLCas of 31 Dec 2023 | 1.96m | 1.50% |
| Citadel Advisors LLCas of 31 Dec 2023 | 1.60m | 1.22% |
| Canada Life Investment Management Ltd.as of 31 Dec 2023 | 1.53m | 1.17% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
