SEI Investments Company Statistics
Total Valuation
SEIC has a market cap or net worth of $12.30 billion. The enterprise value is $11.92 billion.
| Market Cap | 12.30B |
| Enterprise Value | 11.92B |
Important Dates
The last earnings date was Wednesday, October 21, 2026, after market close.
| Earnings Date | Oct 21, 2026 |
| Ex-Dividend Date | Jun 8, 2026 |
Share Statistics
SEIC has 118.94 million shares outstanding. The number of shares has decreased by -3.77% in one year.
| Current Share Class | 118.94M |
| Shares Outstanding | 118.94M |
| Shares Change (YoY) | -3.77% |
| Shares Change (QoQ) | -1.07% |
| Owned by Insiders (%) | 17.23% |
| Owned by Institutions (%) | 77.23% |
| Float | 99.35M |
Valuation Ratios
The trailing PE ratio is 17.99 and the forward PE ratio is 15.01.
| PE Ratio | 17.99 |
| Forward PE | 15.01 |
| PS Ratio | 4.89 |
| Forward PS | 4.62 |
| PB Ratio | 4.95 |
| P/TBV Ratio | 8.75 |
| P/FCF Ratio | 18.51 |
| P/OCF Ratio | 17.90 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 14.84, with an EV/FCF ratio of 17.94.
| EV / Earnings | 16.88 |
| EV / Sales | 4.74 |
| EV / EBITDA | 14.84 |
| EV / EBIT | 16.21 |
| EV / FCF | 17.94 |
Financial Position
The company has a current ratio of 4.31, with a Debt / Equity ratio of 0.02.
| Current Ratio | 4.31 |
| Quick Ratio | 4.08 |
| Debt / Equity | 0.02 |
| Debt / EBITDA | 0.05 |
| Debt / FCF | 0.07 |
| Interest Coverage | 397.34 |
Financial Efficiency
Return on equity (ROE) is 27.26% and return on invested capital (ROIC) is 23.40%.
| Return on Equity (ROE) | 27.26% |
| Return on Assets (ROA) | 14.74% |
| Return on Invested Capital (ROIC) | 23.40% |
| Return on Capital Employed (ROCE) | 23.84% |
| Weighted Average Cost of Capital (WACC) | 9.57% |
| Revenue Per Employee | $503,831 |
| Profits Per Employee | $141,361 |
| Employee Count | 5,029 |
| Asset Turnover | 0.81 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SEIC has paid $193.75 million in taxes.
| Income Tax | 193.75M |
| Effective Tax Rate | 21.16% |
Stock Price Statistics
The stock price has increased by +26.75% 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 | +26.75% |
| 50-Day Moving Average | 106.34 |
| 200-Day Moving Average | 92.49 |
| Relative Strength Index (RSI) | 43.77 |
| Average Volume (20 Days) | 733,082 |
Short Selling Information
The latest short interest is 3.09 million, so 2.60% of the outstanding shares have been sold short.
| Short Interest | 3.09M |
| Short Previous Month | 2.33M |
| Short % of Shares Out | 2.60% |
| Short % of Float | 3.11% |
| Short Ratio (days to cover) | 3.54 |
Income Statement
In the last 12 months, SEIC had revenue of $2.53 billion and earned $710.90 million in profits. Earnings per share was $5.75.
| Revenue | 2.53B |
| Gross Profit | 1.99B |
| Operating Income | 740.65M |
| Pretax Income | 915.69M |
| Net Income | 710.90M |
| EBITDA | 808.91M |
| EBIT | 740.65M |
| Earnings Per Share (EPS) | $5.75 |
Balance Sheet
The company has $425.52 million in cash and $45.83 million in debt, with a net cash position of $379.69 million or $3.19 per share.
| Cash & Cash Equivalents | 425.52M |
| Total Debt | 45.83M |
| Net Cash | 379.69M |
| Net Cash Per Share | $3.19 |
| Equity (Book Value) | 2.88B |
| Book Value Per Share | 21.12 |
| Working Capital | 1.08B |
Cash Flow
In the last 12 months, operating cash flow was $691.73 million and capital expenditures -$22.64 million, giving a free cash flow of $669.08 million.
| Operating Cash Flow | 691.73M |
| Capital Expenditures | -22.64M |
| Depreciation & Amortization | 68.27M |
| Net Borrowing | n/a |
| Free Cash Flow | 669.08M |
| FCF Per Share | $5.63 |
Margins
Gross margin is 78.48%, with operating and profit margins of 29.23% and 28.06%.
| Gross Margin | 78.48% |
| Operating Margin | 29.23% |
| Pretax Margin | 36.14% |
| Profit Margin | 28.06% |
| EBITDA Margin | 31.93% |
| EBIT Margin | 29.23% |
| FCF Margin | 26.41% |
Dividends & Yields
This stock pays an annual dividend of $1.04, which amounts to a dividend yield of 1.01%.
| Dividend Per Share | $1.04 |
| Dividend Yield | 1.01% |
| Dividend Growth (YoY) | 6.12% |
| Years of Dividend Growth | 35 |
| Payout Ratio | 18.36% |
| FCF Payout Ratio | 18.17% |
| Buyback Yield | 3.77% |
| Shareholder Yield | 4.77% |
| Earnings Yield | 5.56% |
| FCF Yield | 5.40% |
Analyst Forecast
The average price target for SEIC is $117.50, which is 13.64% higher than the current price. The consensus rating is "Buy".
| Price Target | $117.50 |
| Price Target Difference | 13.64% |
| Analyst Consensus | Buy |
| Analyst Count | 9 |
| Revenue Growth Forecast (3Y) | 8.89% |
| EPS Growth Forecast (3Y) | 11.59% |
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 13.79 and a Piotroski F-Score of 3.
| Altman Z-Score | 13.79 |
| Piotroski F-Score | 3 |