Core Viewpoint - SEI Investments (SEIC) has shown a 7.4% increase in stock price over the past four weeks, with a mean price target of $107.25 indicating a potential upside of 25.6% from the current price of $85.37 [1] Price Targets - The average price target consists of four estimates ranging from a low of $97.00 to a high of $115.00, with a standard deviation of $9.18, suggesting a relatively high agreement among analysts [2] - The lowest estimate indicates a 13.6% increase, while the highest suggests a 34.7% upside [2] Analyst Sentiment - Analysts are optimistic about SEIC's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] - Over the last 30 days, one earnings estimate has increased, leading to a 0.1% rise in the Zacks Consensus Estimate [12] Zacks Rank - SEIC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] Caution on Price Targets - While price targets are a common metric, they should not be the sole basis for investment decisions due to potential biases and inflated estimates from analysts [3][8][10]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top Upgrades: More bullish on the name, CFRA upgraded Pool Corp. (POOL) to Buy from Hold with a $304 price target.Piper Sandler upgraded SEI Investments (SEIC) to Overweight from Neutral with a price target of $102, up from $93, as part of a Q4 preview for the asset management group. The firm believes SEI will be a "clear benefic ...

Key Takeaways SEI Investments raised its dividend to $0.52 per share, up 6.1%, continuing 24 years of consistent hikes.The board added $600M to SEIC's buyback program, lifting total authorization to $773.2M.SEIC holds $792.8M in cash against $43.8M in debt, supporting sustained capital returns.SEI Investments Company’s (SEIC) board of directors has announced a semi-annual cash dividend of 52 cents per share, representing an increase of 6.1% from the prior payout. The dividend will be paid out on Jan. 12, 20 ...

About SEISEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Sept. 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. For more information, visit seic.com. | Inve ...

OAKS, Pa., Dec. 17, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on Dec. 12, 2025 declared a regular semi-annual dividend of $0.52 per share, an increase from the prior semi-annual dividend of $0.49. The cash dividend will be payable to shareholders of record on Dec. 29, 2025, with a payment date of Jan. 12, 2026.About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services ind ...

Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition ® OAKS, Pa., Dec. 17, 2025 /PRNewswire/ -- SEI (NASDAQ: SEIC) today celebrates the extraordinary career of Alfred P. West, Jr., the company's founder and Executive Chairman of the Board, who resigned from his role as a director and board chair as part of a planned transition effective Jan. 1, 2026. The Board has appointed Carl A. Guarino, an independent director of SEI's Board, as Chairman effective Jan. 1, 2026. W ...

Core Insights - The acquisition of Stratos Wealth Holdings by SEI is aimed at accelerating growth and enhancing operational capabilities, leveraging SEI's resources to capitalize on market opportunities [1][2][4][6] - The deal is expected to facilitate a greater volume of acquisitions, with plans to announce 15 simultaneous acquisitions in January [4][5] - SEI's investment in Stratos will enhance its asset management capabilities and provide a more robust platform for financial advisors [16][18] Company Overview - SEI has acquired Stratos Wealth Holdings for approximately $441 million, which includes a controlling stake in the U.S. business and plans to acquire the Mexico-based business next year [5][6] - Stratos manages about $37 billion in client assets and has over 350 advisors, positioning it as a significant player in the registered investment advisor (RIA) space [6] Strategic Goals - The partnership with SEI is intended to provide Stratos with the necessary capital and resources to pursue larger and more numerous transactions in the RIA market [7][12][14] - SEI aims to integrate Stratos's operations with minimal disruption while enhancing the value offered to Stratos advisors through improved technology and investment management capabilities [21][22] Market Positioning - The acquisition aligns with the growing demand for financial advice, as the industry faces a shortage of financial advisors, which is expected to increase the sustainability of advisor income [16] - Stratos's focus on Main Street investors complements SEI's existing ultra-high-net-worth (UHNW) business, allowing for a broader service offering [18][19] Integration and Collaboration - SEI plans to leverage its extensive resources, including over 5,000 employees, to support Stratos in scaling its operations and enhancing service delivery [22] - There is a focus on collaboration between Stratos and SEI's existing capabilities, particularly in the OCIO (Outsourced Chief Investment Officer) space, to better serve clients [20][24]

Core Insights - SEI Investments Co. (SEIC) has completed the first phase of its strategic collaboration with Stratos Wealth Holdings, initially announced in July 2025, involving an investment of approximately $527 million for a 57.5% stake in Stratos [1][4] Group 1: Collaboration Details - The newly formed entity, SEI-Eclipse Holding Company, LLC, acquired the U.S.-based Stratos business for about $441 million, which represents approximately 81% of the total transaction value [3] - The finalized deal now totals around $544 million for a 57.5% stake in SEI-Eclipse Holding Company, with existing Stratos equity holders retaining a 42.5% interest, subject to put/call rights [4][8] - The second phase of the deal, which involves acquiring the Mexico-based NSC business, is expected to be completed in 2026, pending regulatory approvals [5][8] Group 2: Operational Impact - Founder and CEO Jeff Concepcion will continue to lead Stratos, which will maintain its established brand while operating as an affiliated business of SEI Investments [6] - Stratos' current business operations and client service model will remain unchanged, with SEI Investments enhancing its offerings through resources in technology, custody, operations, and asset management [6] Group 3: Market Context - Ryan Hicke, CEO of SEI Investments, highlighted three core growth opportunities in wealth management: advice, asset management, and administration, emphasizing that Stratos enhances their ecosystem with an advice platform that respects advisor independence [7] - SEI Investments' shares have declined by 7.1% over the past six months, compared to a 14.1% decline in the industry [7]

Core Insights - SEI has completed the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million, which represents about 81% of the total transaction value [1] - The partnership aims to enhance the wealth management ecosystem by combining SEI's strengths in advice, asset management, and administration with Stratos' independent advisory platform [1] - Stratos operates a national network of over 350 financial advisors across 29 states, advising approximately $38 billion in client assets [1] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.8 trillion in assets as of September 30, 2025 [1] - Stratos Wealth Holdings supports independent financial advisors through flexible affiliation models and provides practice management consulting, operations, IT, and compliance services [1] Transaction Details - SEI will pay a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company, with certain legacy Stratos equity holders retaining 42.5% [1] - The second stage of the transaction, involving the purchase of the Mexico-based NSC business, is expected to close in 2026, subject to regulatory approval [1]

Business Partnership Highlights Commitment to Helping Advisors Scale and GrowOAKS, Pa., Dec. 3, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. SEI-Eclipse Holding Company, LLC, a newly formed entity, purchased the U.S.-based Stratos business for approximately $441 million, representi ...