When is SEI Investments Company's (SEIC) next earnings report?

SEI Investments Company's next earnings report is expected on October 21, 2026 (55 days away). View SEIC's historical earnings reactions and AI-powered earnings trade plan on Trend Edge at https://trendedge.app/asset/SEIC

What is SEI Investments Company's (SEIC) market cap?

SEI Investments Company has a market cap of $12.91B, classifying it as a large-cap Financial Services stock. Trend Edge tracks SEIC's institutional ownership (77.6%), insider transactions, and proprietary indicators.

Is SEI Investments Company (SEIC) founder-led?

No — based on Trend Edge data, SEI Investments Company is not currently founder-led. The original founder is no longer in an executive or board role.

What is SEIC's Trend Edge Score?

SEIC's current Trend Edge Score is 86.4. The Trend Edge Score is a proprietary technical indicator combining weekly trend strength, momentum, and volume signals into a single value used to rank long position setups across thousands of tracked stocks.

How has SEIC historically reacted to earnings?

Over the last 122 earnings events, SEIC has averaged a 0.92% return in the week following earnings, with a 54.10% win rate. Best 1-week reaction: +20.20%. Worst: -12.67%. Full earnings reaction breakdown across gap, 1-day, 2-week, and 1-month timeframes available on Trend Edge.

What is the average analyst price target for SEIC?

8 Wall Street analysts have an average price target of $115.86 on SEIC, implying 4.4% upside from the current price of $110.98.

SEIC Stock Analysis — SEI Investments Company · Hidden Gem

Trend Edge Setup Score

Trend Edge rates SEIC Bullish with a Setup Score of 0, net conviction 42, actionability 0. How the Setup Score works →

Total Setup Score	0
Directional Bias	Bullish
Net Conviction	42
Actionability	0 (extended)

Key signals behind this score

40wk Uptrend — rising+above (sma 88.28 vs px 111)
Fresh Trend Turn — 40wk turn 12w+10wk turn 17w · aligned 15w · 40wk recapture 19w
80wk Uptrend — rising+above (sma 85.66 vs px 111)
200wk Uptrend — rising+above (sma 73.51 vs px 111)
Funds Accumulating — momZ +0.68 · 6.29→6.49
Seasonal Tailwind — october med 5.3% (mag 3/3) · posClose 64.44% (rel 2/3) · n45 ×0.75 = 7
Hidden Gem — stWatch 295

About SEI Investments Company

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment manager… Read full Trend Edge analysis →

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
IPO Date: March 26, 1990
Headquarters: 1 Freedom Valley Drive,, Oaks, PA, United States, 19456
Website: https://www.seic.com
Employees: 4,997

Current Price	$110.98
Market Cap	$12.91B
Float	99.4M
Shares Outstanding	120.0M
P/E (Forward)	19.12
P/E (TTM)	18.94
Price/Sales (TTM)	5.27
vs. Analyst Target	+4.4% to analyst PT
Profit Margin	28.85%
Operating Margin (TTM)	30.71%
Revenue (TTM)	$2.45B
Earnings Growth (YoY)	-10.70%
Dividend Rate	1.0%
Analyst Target Price	$115.86 (8 analysts)

Financial History

Annual Revenue & Earnings History

Year	Revenue	Net Income	Gross Profit	EBITDA
2020	$1.68B	$447M	$946M	$530M
2021	$1.92B	$547M	$1.09B	$647M
2022	$1.99B	$475M	$1.05B	$561M
2023	$1.92B	$462M	$1.92B	$425M
2024	$2.13B	$581M	$1.13B	$823M
2025	$2.30B	$715M	$1.36B	$859M

Recent Quarterly Revenue & Net Income

Quarter	Revenue	Net Income
Sep 2025	$579M	$164M
Dec 2025	$608M	$173M
Mar 2026	$622M	$174M
Jun 2026	$642M	$196M

Insider Ownership	15.6%
Institutional Ownership	77.6%
Short Float	2.1%
% of All Funds Holding	6.49%
Number of Funds Holding	571

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

Timeframe	SMA	Value	Trend Context
Weekly	10-Week SMA	$100.72	Near-term / short-term trend
Weekly	40-Week SMA	$88.28	Medium-term trend
Weekly	80-Week SMA	$85.66	Cyclical trend (business cycle)
Weekly	200-Week SMA	$73.51	Secular trend (multi-year)
Monthly	10-Month SMA	$89.08	Near-term monthly trend
Monthly	20-Month SMA	$86.51	Medium-term monthly trend
Monthly	40-Month SMA	$76.32	Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price Level	Type	Volume Ratio	Age
$88.00	support	1.14x	0 months ago
$77.00	support	1.48x	3 months ago
$75.00	support	1.05x	20 months ago
$70.00	support	1.30x	21 months ago

Historical Earnings Reactions (122 events)

Timeframe	Avg Return	Median	Win Rate	Best	Worst
Gap	0.08%	-0.01%	42.62%	5.13%	-5.95%
1 Day	-0.34%	-0.46%	45.08%	12.44%	-11.00%
1 Week	0.92%	0.61%	54.10%	20.20%	-12.67%
2 Weeks	1.47%	0.88%	54.92%	41.11%	-14.86%
1 Month	2.77%	2.02%	60.33%	44.28%	-21.05%

Next earnings: October 21, 2026 (55 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Month	Avg Return	Win Rate	Samples
Jan	-0.7%	44.4%	45
Feb	1.1%	46.7%	45
Mar	1.0%	53.3%	45
Apr	2.1%	56.5%	46
May	1.7%	63.0%	46
Jun	0.1%	45.7%	46
Jul	2.0%	52.2%	46
Aug	1.1%	53.3%	45
Sep	-0.0%	46.7%	45
Oct	3.9%	64.4%	45
Nov	4.3%	71.1%	45
Dec	3.3%	71.1%	45

Day-of-Week Tendencies

Day	Avg Return	Win Rate	Samples
Monday	0.00%	46.0%	2163
Tuesday	0.10%	45.2%	2348
Wednesday	0.11%	46.4%	2345
Thursday	0.06%	44.7%	2303
Friday	0.13%	47.0%	2286

Insider Transactions — Smart Summary

Total insider ownership: 15.6%

12-Month Insider Activity Summary

Total Filings	23
Net Value	-$10.6M
Net Shares Change	-141,549
% of Float	-0.1%
C-Suite Filings	12
Clusters Detected	2

Key Insiders

Name	Title	Net Value	Filings	Activity
WEST ALFRED P JR		-$5.0M	1	1 sell
McCabe Philip	Title: Executive Vice President, Head of SEI's Investment Managers business	-$3.0M	2	2 sell
Sharma Sanjay	Title: Executive Vice President, CEO of SEI International, and Global Head of SEI's Private Banking business	-$1.6M	2	2 sell
Peterson Michael	Executive Vice President	-$1.2M	1	1 sell
Warner Mark Andrew	Title: Chief Accounting Officer and Controller	-$647,643	1	1 sell
GUARINO CARL		-$535,650	1	1 sell
DORAN WILLIAM		-$452,500	1	1 sell
MCCARTHY KATHRYN		-$324,150	1	1 sell

Transaction Clusters

Period	Filings	Insiders	Net Value	Seniority
2026-04-23 – 2026-05-05	5	5	-$3.4M	4 C-suite
2026-07-28 – 2026-08-06	6	6	-$4.9M	4 C-suite

Significant Filings

Date	Insider	Title	Net Value	Price After
2026-08-06	McCabe Philip	Title: Executive Vice President, Head of SEI's Investment Managers business	-$1.7M	Transaction at $77.37, now +43.4%
2026-07-30	Peterson Michael	Executive Vice President	-$1.2M	Transaction at $78.89, now +40.7%
2026-07-30	Warner Mark Andrew	Title: Chief Accounting Officer and Controller	-$647,643	Transaction at $80.76, now +37.4%
2026-07-28	Sharma Sanjay	Title: Executive Vice President, CEO of SEI International, and Global Head of SEI's Private Banking business	-$564,188	Transaction at $85.22, now +30.2%
2026-08-04	MCCARTHY KATHRYN		-$324,150	Transaction at $87.33, now +27.1%
2026-07-30	GUARINO CARL		-$535,650	Transaction at $76.41, now +45.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for SEI Investments Company (SEIC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for SEIC on Trend Edge →

SEIC — SEI Investments Company

Trend Edge Setup Score

Key signals behind this score

About SEI Investments Company

Trend Edge Proprietary Indicators

Key Metrics

Financial History

Annual Revenue & Earnings History

Recent Quarterly Revenue & Net Income

Ownership & Float

Current Moving Averages

Volume Shelves — Support & Resistance

Historical Earnings Reactions (122 events)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Day-of-Week Tendencies

Top Institutional Holders

Insider Transactions — Smart Summary

12-Month Insider Activity Summary

Key Insiders

Transaction Clusters

Significant Filings

AI Consult Analysis

SEIC — SEI Investments Company

Trend Edge Setup Score

Key signals behind this score

About SEI Investments Company

Trend Edge Proprietary Indicators

Key Metrics

Financial History

Annual Revenue & Earnings History

Recent Quarterly Revenue & Net Income

Ownership & Float

Current Moving Averages

Volume Shelves — Support & Resistance

Historical Earnings Reactions (122 events)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Day-of-Week Tendencies

Top Institutional Holders

Insider Transactions — Smart Summary

12-Month Insider Activity Summary

Key Insiders

Transaction Clusters

Significant Filings

AI Consult Analysis

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