SEI Investments (SEIC) Stock Forecast & Price Target

SEI Investments is a global leader in providing investment processing, management, and operations services, with a strong focus in the private banks, investment advisors, institutional investors, and investment managers segments. Their recent sales events, which include a large win from a top 15 global alternative asset manager, showcase their continued success in attracting new clients and their ability to capitalize on the outsourcing trend in the market. Additionally, their strong core EPS beat and expanding core operating margins demonstrate their efficient operations and potential for continued growth. Based on their positive momentum and potential for high profile wins, it is likely that SEI Investments will continue to outperform in the market.

SEI Investments is in a strong position with an impressive core EPS beat and record sales events, driven by the momentum gained from recent sales wins, outsourcing trends, expense efficiencies, and margin improvement. With a core operating margin of 32%, the highest in the company's history since 2009, and an expected EPS growth over the next two years, the stock should continue to outperform and reach our new price target of $105, representing a multiple of 18x our 2026 EPS estimate.