SEI Investments Company Statistics
Total Valuation
SEIC has a market cap or net worth of $9.85 billion. The enterprise value is $9.05 billion.
| Market Cap | 9.85B |
| Enterprise Value | 9.05B |
Important Dates
The last earnings date was Wednesday, October 22, 2025, after market close.
| Earnings Date | Oct 22, 2025 |
| Ex-Dividend Date | Jun 9, 2025 |
Share Statistics
SEIC has 123.19 million shares outstanding. The number of shares has decreased by -2.50% in one year.
| Current Share Class | 123.19M |
| Shares Outstanding | 123.19M |
| Shares Change (YoY) | -2.50% |
| Shares Change (QoQ) | -0.75% |
| Owned by Insiders (%) | 9.73% |
| Owned by Institutions (%) | 73.86% |
| Float | 111.10M |
Valuation Ratios
The trailing PE ratio is 14.74 and the forward PE ratio is 14.85.
| PE Ratio | 14.74 |
| Forward PE | 14.85 |
| PS Ratio | 4.47 |
| Forward PS | 3.98 |
| PB Ratio | 4.08 |
| P/TBV Ratio | 5.09 |
| P/FCF Ratio | 15.14 |
| P/OCF Ratio | 14.56 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 13.88, with an EV/FCF ratio of 13.92.
| EV / Earnings | 12.96 |
| EV / Sales | 4.03 |
| EV / EBITDA | 13.88 |
| EV / EBIT | 14.91 |
| EV / FCF | 13.92 |
Financial Position
The company has a current ratio of 5.73, with a Debt / Equity ratio of 0.01.
| Current Ratio | 5.73 |
| Quick Ratio | 5.49 |
| Debt / Equity | 0.01 |
| Debt / EBITDA | 0.04 |
| Debt / FCF | 0.04 |
| Interest Coverage | 1,145.63 |
Financial Efficiency
Return on equity (ROE) is 29.28% and return on invested capital (ROIC) is 15.71%.
| Return on Equity (ROE) | 29.28% |
| Return on Assets (ROA) | 13.73% |
| Return on Invested Capital (ROIC) | 15.71% |
| Return on Capital Employed (ROCE) | 23.68% |
| Revenue Per Employee | $440,692 |
| Profits Per Employee | $137,029 |
| Employee Count | 5,098 |
| Asset Turnover | 0.81 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SEIC has paid $191.43 million in taxes.
| Income Tax | 191.43M |
| Effective Tax Rate | 21.50% |
Stock Price Statistics
The stock price has decreased by -3.23% in the last 52 weeks. The beta is 0.98, so SEIC's price volatility has been similar to the market average.
| Beta (5Y) | 0.98 |
| 52-Week Price Change | -3.23% |
| 50-Day Moving Average | 82.26 |
| 200-Day Moving Average | 83.03 |
| Relative Strength Index (RSI) | 43.72 |
| Average Volume (20 Days) | 536,967 |
Short Selling Information
The latest short interest is 1.75 million, so 1.42% of the outstanding shares have been sold short.
| Short Interest | 1.75M |
| Short Previous Month | 1.96M |
| Short % of Shares Out | 1.42% |
| Short % of Float | 1.58% |
| Short Ratio (days to cover) | 2.66 |
Income Statement
In the last 12 months, SEIC had revenue of $2.25 billion and earned $698.58 million in profits. Earnings per share was $5.43.
| Revenue | 2.25B |
| Gross Profit | 1.77B |
| Operating Income | 607.18M |
| Pretax Income | 890.39M |
| Net Income | 698.58M |
| EBITDA | 652.24M |
| EBIT | 607.18M |
| Earnings Per Share (EPS) | $5.43 |
Balance Sheet
The company has $824.06 million in cash and $26.32 million in debt, giving a net cash position of $797.75 million or $6.48 per share.
| Cash & Cash Equivalents | 824.06M |
| Total Debt | 26.32M |
| Net Cash | 797.75M |
| Net Cash Per Share | $6.48 |
| Equity (Book Value) | 2.42B |
| Book Value Per Share | 19.58 |
| Working Capital | 1.33B |
Cash Flow
In the last 12 months, operating cash flow was $676.53 million and capital expenditures -$26.09 million, giving a free cash flow of $650.44 million.
| Operating Cash Flow | 676.53M |
| Capital Expenditures | -26.09M |
| Free Cash Flow | 650.44M |
| FCF Per Share | $5.28 |
Margins
Gross margin is 78.76%, with operating and profit margins of 27.03% and 31.09%.
| Gross Margin | 78.76% |
| Operating Margin | 27.03% |
| Pretax Margin | 39.63% |
| Profit Margin | 31.09% |
| EBITDA Margin | 29.03% |
| EBIT Margin | 27.03% |
| FCF Margin | 28.95% |
Dividends & Yields
This stock pays an annual dividend of $0.98, which amounts to a dividend yield of 1.23%.
| Dividend Per Share | $0.98 |
| Dividend Yield | 1.23% |
| Dividend Growth (YoY) | 6.52% |
| Years of Dividend Growth | 34 |
| Payout Ratio | 18.06% |
| Buyback Yield | 2.50% |
| Shareholder Yield | 3.72% |
| Earnings Yield | 7.09% |
| FCF Yield | 6.60% |
Analyst Forecast
The average price target for SEIC is $100.29, which is 25.43% higher than the current price. The consensus rating is "Buy".
| Price Target | $100.29 |
| Price Target Difference | 25.43% |
| Analyst Consensus | Buy |
| Analyst Count | 7 |
| Revenue Growth Forecast (5Y) | 6.66% |
| EPS Growth Forecast (5Y) | 12.96% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside |
Stock Splits
The last stock split was on June 22, 2007. It was a forward split with a ratio of 2:1.
| Last Split Date | Jun 22, 2007 |
| Split Type | Forward |
| Split Ratio | 2:1 |
Scores
SEIC has an Altman Z-Score of 17.05 and a Piotroski F-Score of 5.
| Altman Z-Score | 17.05 |
| Piotroski F-Score | 5 |