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About the company
SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.
- Revenue in USD (TTM)1.99bn
- Net income in USD506.91m
- Incorporated1968
- Employees5.06k
- LocationSEI Investments Co1 Freedom Valley DriveOAKS 19456-9989United StatesUSA
- Phone+1 (610) 676-1000
- Websitehttps://www.seic.com/
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Mergers & acquisitions
| Acquired company | SEIC:NSQ since announced | Transaction value |
|---|---|---|
| WealthForge Technologies LLC | 8.81% | -- |
Data delayed at least 15 minutes, as of Sep 19 2024 19:31 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PIMCO Dynamic Income Fund | 811.41m | 563.47m | 5.99bn | -- | 10.65 | 1.16 | -- | 7.39 | 1.83 | 1.83 | 2.57 | 16.82 | 0.0919 | -- | -- | -- | 6.38 | 0.629 | 11.20 | 1.15 | 63.20 | 71.71 | 69.44 | 7.18 | -- | -- | 0.3895 | 1,255.74 | 4.67 | 30.27 | 242.73 | 33.80 | -- | 0.00 |
| Janus Henderson Group PLC | 2.26bn | 462.30m | 6.01bn | 2.20k | 12.92 | 1.35 | 11.43 | 2.66 | 2.92 | 2.92 | 14.24 | 28.03 | 0.3529 | -- | 17.20 | 1,026,591.00 | 7.88 | 5.72 | 9.20 | 6.72 | 47.50 | -- | 22.33 | 16.80 | -- | -- | 0.0592 | 68.26 | -5.08 | -1.84 | 5.46 | -5.60 | -17.98 | 1.61 |
| Blackstone Secured Lending Fund | 1.22bn | 708.24m | 6.06bn | 0.00 | 7.81 | 1.11 | -- | 4.97 | 3.86 | 3.86 | 6.65 | 27.19 | 0.1143 | -- | 23.90 | -- | 6.64 | 5.21 | 6.81 | 5.35 | 57.52 | 59.58 | 58.09 | 57.09 | -- | -- | 0.530 | 54.79 | 34.49 | 224.58 | 51.26 | -- | -- | -- |
| Stepstone Group Inc | 727.42m | 50.15m | 6.56bn | 1.01k | 71.27 | 10.30 | 30.73 | 9.01 | 0.7805 | 0.7805 | 10.93 | 5.40 | 0.1975 | -- | 13.93 | 734,771.70 | 4.52 | 9.01 | 22.79 | 37.85 | 93.20 | 73.20 | 22.88 | 32.57 | -- | -- | 0.0815 | 48.74 | 1,257.02 | 22.56 | 415.75 | -- | 45.16 | -- |
| Invesco Ltd | 5.81bn | -337.20m | 7.54bn | 8.54k | -- | 0.7128 | -- | 1.30 | -0.7515 | -0.7515 | 12.82 | 32.41 | 0.2054 | -- | 8.42 | 684,886.30 | -0.3119 | 2.54 | -0.3551 | 3.46 | 67.20 | 68.63 | -1.52 | 13.81 | -- | -- | 0.3242 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Voya Financial Inc | 7.73bn | 801.00m | 7.55bn | 9.00k | 10.11 | 1.88 | -- | 0.9771 | 7.59 | 7.59 | 73.15 | 40.82 | 0.0489 | -- | -- | 858,444.40 | 0.5622 | 0.6607 | -- | -- | -- | -- | 11.49 | 16.63 | -- | 4.65 | 0.2637 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Hamilton Lane Inc | 625.54m | 168.82m | 8.60bn | 700.00 | 36.35 | 15.18 | 31.66 | 13.74 | 4.36 | 4.36 | 11.60 | 10.45 | 0.4864 | -- | 5.46 | 893,622.90 | 20.45 | 19.69 | 35.53 | 39.34 | -- | -- | 42.04 | 46.33 | -- | -- | 0.2097 | 45.61 | 4.74 | 17.04 | 24.73 | 33.22 | 15.59 | 15.93 |
| SEI Investments Co | 1.99bn | 506.91m | 8.84bn | 5.06k | 17.79 | 3.93 | 15.18 | 4.43 | 3.82 | 3.82 | 15.03 | 17.31 | 0.8213 | -- | 3.40 | 393,841.30 | 20.89 | 21.51 | 23.32 | 25.29 | 85.10 | 84.44 | 25.43 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Stifel Financial Corp | 5.54bn | 522.23m | 9.22bn | 9.00k | 19.09 | 1.96 | 15.12 | 1.67 | 4.71 | 4.71 | 49.81 | 52.66 | 0.1475 | -- | 5.24 | 615,403.60 | 1.49 | 1.93 | 8.55 | 10.33 | 98.92 | 98.74 | 10.10 | 13.55 | -- | 1.79 | 0.8455 | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| Evercore Inc | 2.64bn | 294.35m | 9.45bn | 2.20k | 34.11 | 6.23 | 26.99 | 3.58 | 7.23 | 7.23 | 64.97 | 39.55 | 0.8296 | -- | 6.62 | 1,203,266.00 | 10.23 | 15.03 | 13.37 | 24.20 | 98.88 | 98.80 | 12.33 | 19.09 | -- | -- | 0.1779 | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Franklin Resources Inc | 8.25bn | 810.20m | 10.66bn | 10.30k | 12.73 | 0.8271 | 7.26 | 1.29 | 1.60 | 1.60 | 16.20 | 24.65 | 0.26 | -- | 5.67 | 897,054.40 | 3.19 | 5.89 | 3.90 | 7.46 | -- | -- | 12.26 | 18.23 | -- | -- | 0.4596 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| Houlihan Lokey Inc | 2.01bn | 307.85m | 10.76bn | 2.60k | 34.36 | 5.88 | 31.77 | 5.35 | 4.50 | 4.50 | 29.46 | 26.32 | 0.7123 | -- | 6.81 | 773,619.40 | 10.90 | 11.99 | 17.37 | 20.81 | -- | -- | 15.30 | 16.93 | -- | 1,944.86 | 0.0079 | 39.57 | 5.80 | 12.04 | 10.26 | 11.81 | 58.24 | 15.29 |
| XP Inc | 3.01bn | 782.90m | 10.76bn | 6.67k | 13.89 | 2.88 | 12.89 | 3.57 | 1.41 | 1.41 | 5.44 | 6.82 | 0.0623 | -- | 24.92 | 451,654.60 | 1.62 | 2.36 | 2.14 | 3.31 | -- | -- | 25.98 | 26.59 | -- | 8.89 | 0.793 | 24.90 | 11.33 | 38.10 | 8.93 | 53.24 | 7.50 | -- |
Data as of Sep 19 2024. Currency figures normalised to SEI Investments Co's reporting currency: US Dollar USD
41.10%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Jun 2024 | 11.59m | 8.93% |
| Loomis, Sayles & Co. LPas of 30 Jun 2024 | 9.44m | 7.27% |
| BlackRock Fund Advisorsas of 30 Jun 2024 | 9.08m | 6.99% |
| SSgA Funds Management, Inc.as of 30 Jun 2024 | 6.11m | 4.71% |
| Atlanta Capital Management Co. LLCas of 30 Jun 2024 | 5.28m | 4.07% |
| Beutel, Goodman & Co. Ltd.as of 30 Jun 2024 | 4.06m | 3.12% |
| Managed Account Advisors LLCas of 30 Jun 2024 | 2.85m | 2.19% |
| Geode Capital Management LLCas of 30 Jun 2024 | 2.22m | 1.71% |
| Royce & Associates LPas of 30 Jun 2024 | 1.46m | 1.13% |
| Boston Trust Walden, Inc.as of 30 Jun 2024 | 1.30m | 1.00% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
