SEI Investments Company Statistics
Total Valuation
SEIC has a market cap or net worth of $13.38 billion. The enterprise value is $13.02 billion.
| Market Cap | 13.38B |
| Enterprise Value | 13.02B |
Important Dates
The next estimated earnings date is Wednesday, October 21, 2026, after market close.
| Earnings Date | Oct 21, 2026 |
| Ex-Dividend Date | Jun 8, 2026 |
Share Statistics
SEIC has 120.02 million shares outstanding. The number of shares has decreased by -3.74% in one year.
| Current Share Class | 120.02M |
| Shares Outstanding | 120.02M |
| Shares Change (YoY) | -3.74% |
| Shares Change (QoQ) | -0.93% |
| Owned by Insiders (%) | 17.10% |
| Owned by Institutions (%) | 76.98% |
| Float | 99.41M |
Valuation Ratios
The trailing PE ratio is 19.68 and the forward PE ratio is 16.95.
| PE Ratio | 19.68 |
| Forward PE | 16.95 |
| PS Ratio | 5.43 |
| Forward PS | 4.98 |
| PB Ratio | 5.24 |
| P/TBV Ratio | 9.43 |
| P/FCF Ratio | 19.39 |
| P/OCF Ratio | 18.70 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 17.06, with an EV/FCF ratio of 18.87.
| EV / Earnings | 18.34 |
| EV / Sales | 5.29 |
| EV / EBITDA | 17.06 |
| EV / EBIT | 18.45 |
| EV / FCF | 18.87 |
Financial Position
The company has a current ratio of 5.06, with a Debt / Equity ratio of 0.02.
| Current Ratio | 5.06 |
| Quick Ratio | 4.76 |
| Debt / Equity | 0.02 |
| Debt / EBITDA | 0.08 |
| Debt / FCF | 0.10 |
| Interest Coverage | 513.98 |
Financial Efficiency
Return on equity (ROE) is 27.59% and return on invested capital (ROIC) is 22.39%.
| Return on Equity (ROE) | 27.59% |
| Return on Assets (ROA) | 14.76% |
| Return on Invested Capital (ROIC) | 22.39% |
| Return on Capital Employed (ROCE) | 22.97% |
| Weighted Average Cost of Capital (WACC) | 9.50% |
| Revenue Per Employee | $487,221 |
| Profits Per Employee | $140,555 |
| Employee Count | 5,029 |
| Asset Turnover | 0.82 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SEIC has paid $196.54 million in taxes.
| Income Tax | 196.54M |
| Effective Tax Rate | 21.55% |
Stock Price Statistics
The stock price has increased by +26.52% 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 | +26.52% |
| 50-Day Moving Average | 101.69 |
| 200-Day Moving Average | 88.51 |
| Relative Strength Index (RSI) | 70.42 |
| Average Volume (20 Days) | 604,289 |
Short Selling Information
The latest short interest is 1.81 million, so 1.51% of the outstanding shares have been sold short.
| Short Interest | 1.81M |
| Short Previous Month | 2.07M |
| Short % of Shares Out | 1.51% |
| Short % of Float | 1.82% |
| Short Ratio (days to cover) | 2.42 |
Income Statement
In the last 12 months, SEIC had revenue of $2.45 billion and earned $706.85 million in profits. Earnings per share was $5.66.
| Revenue | 2.45B |
| Gross Profit | 1.92B |
| Operating Income | 702.61M |
| Pretax Income | 911.82M |
| Net Income | 706.85M |
| EBITDA | 759.67M |
| EBIT | 702.61M |
| Earnings Per Share (EPS) | $5.66 |
Balance Sheet
The company has $421.20 million in cash and $67.85 million in debt, with a net cash position of $353.34 million or $2.94 per share.
| Cash & Cash Equivalents | 421.20M |
| Total Debt | 67.85M |
| Net Cash | 353.34M |
| Net Cash Per Share | $2.94 |
| Equity (Book Value) | 2.85B |
| Book Value Per Share | 20.83 |
| Working Capital | 1.08B |
Cash Flow
In the last 12 months, operating cash flow was $712.02 million and capital expenditures -$25.22 million, giving a free cash flow of $686.80 million.
| Operating Cash Flow | 712.02M |
| Capital Expenditures | -25.22M |
| Depreciation & Amortization | 57.07M |
| Net Borrowing | n/a |
| Free Cash Flow | 686.80M |
| FCF Per Share | $5.72 |
Margins
Gross margin is 78.39%, with operating and profit margins of 28.68% and 28.85%.
| Gross Margin | 78.39% |
| Operating Margin | 28.68% |
| Pretax Margin | 37.21% |
| Profit Margin | 28.85% |
| EBITDA Margin | 31.00% |
| EBIT Margin | 28.68% |
| FCF Margin | 28.03% |
Dividends & Yields
This stock pays an annual dividend of $1.04, which amounts to a dividend yield of 0.93%.
| Dividend Per Share | $1.04 |
| Dividend Yield | 0.93% |
| Dividend Growth (YoY) | 6.12% |
| Years of Dividend Growth | 35 |
| Payout Ratio | 18.36% |
| Buyback Yield | 3.74% |
| Shareholder Yield | 4.68% |
| Earnings Yield | 5.31% |
| FCF Yield | 5.16% |
Analyst Forecast
The average price target for SEIC is $115.86, which is 3.95% higher than the current price. The consensus rating is "Buy".
| Price Target | $115.86 |
| Price Target Difference | 3.95% |
| Analyst Consensus | Buy |
| Analyst Count | 8 |
| Revenue Growth Forecast (3Y) | 8.73% |
| EPS Growth Forecast (3Y) | 11.04% |
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 15.29 and a Piotroski F-Score of 4.
| Altman Z-Score | 15.29 |
| Piotroski F-Score | 4 |