SEI Investments Company $SEIC Shares Acquired by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its holdings in SEI Investments Company (NASDAQ:SEIC) by 3.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 207,688 shares of the asset manager’s stock after purchasing an additional 7,326 shares during the period. Principal Financial Group Inc. owned about 0.17% of SEI Investments worth $16,297,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the business. Tudor Investment Corp ET AL purchased a new position in shares of SEI Investments during the 3rd quarter valued at approximately $4,811,000. Oxbow Advisors LLC bought a new stake in shares of SEI Investments in the first quarter worth $3,283,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of SEI Investments in the fourth quarter worth $3,217,000. Third View Private Wealth LLC acquired a new stake in SEI Investments in the fourth quarter valued at $2,807,000. Finally, Thrivent Financial for Lutherans raised its holdings in SEI Investments by 23.5% in the fourth quarter. Thrivent Financial for Lutherans now owns 311,567 shares of the asset manager’s stock valued at $25,554,000 after acquiring an additional 59,336 shares in the last quarter. Institutional investors and hedge funds own 70.59% of the company’s stock.

SEI Investments Stock Performance

SEIC stock opened at $98.75 on Thursday. The company has a current ratio of 4.52, a quick ratio of 4.40 and a debt-to-equity ratio of 0.07. The firm has a market cap of $11.88 billion, a P/E ratio of 16.85 and a beta of 0.97. SEI Investments Company has a 12-month low of $75.08 and a 12-month high of $100.79. The stock’s 50 day simple moving average is $91.44 and its 200 day simple moving average is $85.95.

SEI Investments (NASDAQ:SEIC) last announced its quarterly earnings data on Wednesday, July 22nd. The asset manager reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.22. The firm had revenue of $641.62 million for the quarter, compared to analysts’ expectations of $636.35 million. SEI Investments had a return on equity of 30.70% and a net margin of 31.17%.The firm’s revenue for the quarter was up 14.7% on a year-over-year basis. During the same period last year, the business posted $1.78 earnings per share. As a group, equities research analysts predict that SEI Investments Company will post 5.98 EPS for the current year.

SEI Investments Dividend Announcement

The firm also recently declared a dividend, which was paid on Tuesday, June 16th. Stockholders of record on Monday, June 8th were given a $0.52 dividend. This represents a dividend yield of 118.0%. The ex-dividend date was Monday, June 8th. SEI Investments’s dividend payout ratio (DPR) is presently 17.75%.

Key SEI Investments News

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: SEI Investments beat quarterly EPS estimates, reporting $1.66 per share versus expectations around $1.44-$1.45, which suggests resilient execution. SEI Investments earnings report and call transcript
• Positive Sentiment: Revenue also came in above forecasts at $641.6 million, helping reinforce that demand and asset management activity remain solid. SEI Reports Second-Quarter 2026 Financial Results
• Positive Sentiment: Operating income grew 33% year over year and operating margin improved to 31%, signaling strong cost control and operating leverage. SEI Reports Second-Quarter 2026 Financial Results
• Neutral Sentiment: Despite the positive quarter, EPS declined 11% from a year ago, so investors may watch whether earnings growth can reaccelerate in coming quarters. SEI Reports Second-Quarter 2026 Financial Results

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Piper Sandler increased their price objective on shares of SEI Investments from $105.00 to $114.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Raymond James Financial boosted their target price on shares of SEI Investments from $122.00 to $124.00 and gave the stock an “outperform” rating in a research report on Monday, July 6th. Weiss Ratings restated a “buy (b)” rating on shares of SEI Investments in a research note on Friday, July 17th. Keefe, Bruyette & Woods increased their price target on shares of SEI Investments from $107.00 to $113.00 and gave the stock an “outperform” rating in a research report on Friday, July 10th. Finally, Morgan Stanley lifted their price target on SEI Investments from $113.00 to $115.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Six research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $116.20.

Insider Transactions at SEI Investments

In related news, Director Kathryn Mccarthy sold 10,000 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $91.07, for a total transaction of $910,700.00. Following the completion of the sale, the director owned 77,883 shares of the company’s stock, valued at $7,092,804.81. This represents a 11.38% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Mark Andrew Warner sold 4,000 shares of the stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $91.16, for a total transaction of $364,640.00. Following the sale, the insider owned 921 shares in the company, valued at approximately $83,958.36. This trade represents a 81.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 71,332 shares of company stock worth $6,278,583. 4.80% of the stock is currently owned by insiders.

SEI Investments Company Profile

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.