SEI Investments Company Statistics
Total Valuation
SEIC has a market cap or net worth of $11.82 billion. The enterprise value is $11.50 billion.
| Market Cap | 11.82B |
| Enterprise Value | 11.50B |
Important Dates
The next confirmed earnings date is Wednesday, July 22, 2026, after market close.
| Earnings Date | Jul 22, 2026 |
| Ex-Dividend Date | Jun 8, 2026 |
Share Statistics
SEIC has 120.27 million shares outstanding. The number of shares has decreased by -3.87% in one year.
| Current Share Class | 120.27M |
| Shares Outstanding | 120.27M |
| Shares Change (YoY) | -3.87% |
| Shares Change (QoQ) | -0.60% |
| Owned by Insiders (%) | 17.05% |
| Owned by Institutions (%) | 76.88% |
| Float | 99.68M |
Valuation Ratios
The trailing PE ratio is 16.67 and the forward PE ratio is 15.77.
| PE Ratio | 16.67 |
| Forward PE | 15.77 |
| PS Ratio | 5.00 |
| Forward PS | 4.47 |
| PB Ratio | 4.80 |
| P/TBV Ratio | 8.75 |
| P/FCF Ratio | 17.86 |
| P/OCF Ratio | 17.33 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 16.32, with an EV/FCF ratio of 17.37.
| EV / Earnings | 15.58 |
| EV / Sales | 4.86 |
| EV / EBITDA | 16.32 |
| EV / EBIT | 17.58 |
| EV / FCF | 17.37 |
Financial Position
The company has a current ratio of 4.52, with a Debt / Equity ratio of 0.03.
| Current Ratio | 4.52 |
| Quick Ratio | 4.25 |
| Debt / Equity | 0.03 |
| Debt / EBITDA | 0.09 |
| Debt / FCF | 0.10 |
| Interest Coverage | 729.35 |
Financial Efficiency
Return on equity (ROE) is 29.63% and return on invested capital (ROIC) is 21.61%.
| Return on Equity (ROE) | 29.63% |
| Return on Assets (ROA) | 14.00% |
| Return on Invested Capital (ROIC) | 21.61% |
| Return on Capital Employed (ROCE) | 21.79% |
| Weighted Average Cost of Capital (WACC) | 9.56% |
| Revenue Per Employee | $470,913 |
| Profits Per Employee | $146,804 |
| Employee Count | 5,029 |
| Asset Turnover | 0.81 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SEIC has paid $207.95 million in taxes.
| Income Tax | 207.95M |
| Effective Tax Rate | 21.87% |
Stock Price Statistics
The stock price has increased by +8.23% in the last 52 weeks. The beta is 0.97, so SEIC's price volatility has been similar to the market average.
| Beta (5Y) | 0.97 |
| 52-Week Price Change | +8.23% |
| 50-Day Moving Average | 91.52 |
| 200-Day Moving Average | 84.82 |
| Relative Strength Index (RSI) | 63.32 |
| Average Volume (20 Days) | 733,871 |
Short Selling Information
The latest short interest is 2.52 million, so 2.09% of the outstanding shares have been sold short.
| Short Interest | 2.52M |
| Short Previous Month | 2.26M |
| Short % of Shares Out | 2.09% |
| Short % of Float | 2.53% |
| Short Ratio (days to cover) | 3.90 |
Income Statement
In the last 12 months, SEIC had revenue of $2.37 billion and earned $738.28 million in profits. Earnings per share was $5.87.
| Revenue | 2.37B |
| Gross Profit | 1.85B |
| Operating Income | 654.23M |
| Pretax Income | 950.77M |
| Net Income | 738.28M |
| EBITDA | 705.12M |
| EBIT | 654.23M |
| Earnings Per Share (EPS) | $5.87 |
Balance Sheet
The company has $395.24 million in cash and $69.49 million in debt, with a net cash position of $325.76 million or $2.71 per share.
| Cash & Cash Equivalents | 395.24M |
| Total Debt | 69.49M |
| Net Cash | 325.76M |
| Net Cash Per Share | $2.71 |
| Equity (Book Value) | 2.76B |
| Book Value Per Share | 20.35 |
| Working Capital | 960.74M |
Cash Flow
In the last 12 months, operating cash flow was $682.76 million and capital expenditures -$20.39 million, giving a free cash flow of $662.37 million.
| Operating Cash Flow | 682.76M |
| Capital Expenditures | -20.39M |
| Depreciation & Amortization | 50.89M |
| Net Borrowing | n/a |
| Free Cash Flow | 662.37M |
| FCF Per Share | $5.51 |
Margins
Gross margin is 78.30%, with operating and profit margins of 27.63% and 31.17%.
| Gross Margin | 78.30% |
| Operating Margin | 27.63% |
| Pretax Margin | 40.15% |
| Profit Margin | 31.17% |
| EBITDA Margin | 29.77% |
| EBIT Margin | 27.63% |
| FCF Margin | 27.97% |
Dividends & Yields
This stock pays an annual dividend of $1.04, which amounts to a dividend yield of 1.06%.
| Dividend Per Share | $1.04 |
| Dividend Yield | 1.06% |
| Dividend Growth (YoY) | 6.12% |
| Years of Dividend Growth | 35 |
| Payout Ratio | 17.73% |
| Buyback Yield | 3.87% |
| Shareholder Yield | 4.94% |
| Earnings Yield | 6.24% |
| FCF Yield | 5.60% |
Analyst Forecast
The average price target for SEIC is $107.57, which is 9.48% higher than the current price. The consensus rating is "Buy".
| Price Target | $107.57 |
| Price Target Difference | 9.48% |
| Analyst Consensus | Buy |
| Analyst Count | 8 |
| Revenue Growth Forecast (3Y) | 8.20% |
| EPS Growth Forecast (3Y) | 10.22% |
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 14.02 and a Piotroski F-Score of 3.
| Altman Z-Score | 14.02 |
| Piotroski F-Score | 3 |