SEIC

Based on SEI Investments Company's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

What does SEI Investments Company do?

SEI Investments provides investment processing outsourcing, asset administration, wealth management, and advisory services to a wide range of clients including private banks, institutional investors, retirement plan sponsors, and independent financial advisers. The firm also manages equity, fixed income, and balanced mutual funds through its subsidiaries.

Does SEIC pay dividends?

Yes, SEI Investments pays a regular dividend. The company's consistent cash generation from recurring platform and administration fees supports ongoing dividend payments. For current yield details and payout history, Pro members can access the full breakdown on the UQS platform.

When does SEIC report earnings?

SEI Investments reports earnings on a quarterly cadence, in line with standard US-listed company practice. For the exact schedule and most recent results, visit SEI Investments' official investor relations page at seic.com.

Is SEIC a good stock to buy?

UQS Score rates SEIC as Good overall. The firm shows Strong Quality and Risk ratings alongside a Good Valuation, which suggests a financially stable company at a reasonable price. Growth and Moat are Neutral, meaning investors should weigh steady fundamentals against more limited near-term expansion signals. The full pillar breakdown is available to Pro members.

Is SEIC overvalued?

SEIC's Valuation pillar is rated Good, suggesting the stock is not significantly overpriced relative to its fundamentals. This places it in a reasonable range within the financial services sector. For detailed valuation metrics and comparisons, sign up for a UQS Pro account.

How does SEIC compare to its competitors?

SEIC distinguishes itself through its technology-driven investment processing and outsourcing platform, which differs from pure-play asset managers like Invesco or private equity-focused firms like Onex. Its recurring revenue model tied to platform services provides a different risk and growth profile than competitors focused on market-sensitive fund management.

What is SEIC's market cap bracket?

SEI Investments is classified as a mid-cap company. This places it in a segment of the market that often balances growth potential with established operational scale, though it remains smaller than the largest global asset managers.

Who founded SEI Investments Company?

SEI Investments was founded in 1968 and is headquartered in Oaks, Pennsylvania. Detailed founding history, including the names of founders, is publicly available through the company's official website and investor relations materials.

Is SEIC a long-term quality investment?

As a long-term quality indicator, SEIC's Strong Quality and Risk pillar ratings suggest financial durability and consistent operational execution. The Neutral Growth and Moat ratings indicate the firm is not a high-growth story, but its stable recurring revenue base may appeal to investors prioritizing resilience over rapid expansion. Pro members can view the complete analysis.

What is the main competitive advantage of SEI Investments?

SEI Investments' primary competitive advantage lies in its integrated investment processing and outsourcing platform, which creates switching costs for institutional clients such as private banks and retirement plan sponsors. This recurring, fee-based revenue model provides relative earnings stability across market cycles, though the Moat pillar is currently rated Neutral.

What sector does SEIC belong to?

SEIC operates in the Financial Services sector, specifically within asset management and investment processing. It serves a diverse client base spanning institutional investors, wealth managers, retirement plan sponsors, and independent financial advisers, making it a broadly diversified financial services platform.

Is SEIC a growth stock or value stock?

Based on UQS pillar ratings, SEIC sits closer to the value end of the spectrum. Its Growth pillar is rated Neutral, suggesting measured rather than rapid expansion, while its Valuation pillar is rated Good, indicating reasonable pricing. This profile may appeal more to quality-and-value oriented investors than to pure growth seekers.

SEI Investments Company demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

SEI Investments Company shows steady but unspectacular growth, typical for mature companies.

SEI Investments Company carries minimal financial risk with conservative leverage and strong solvency.

SEI Investments Company appears attractively valued relative to its earnings, cash flows, and sector peers.

SEI Investments Company possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SEIC.

The UQS (Unified Quality Score) for SEI Investments Company is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses SEI Investments Company's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether SEI Investments Company is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.