SEI Investments (SEIC) Stock Forecast & Price Target

SEI Investments has demonstrated strong core operating margins, reaching 30%, which is the highest level in several years, indicating robust operational efficiency. The company reported significant net sales events of $43.6 million in the fourth quarter of 2025, marking a substantial increase from previous quarters, particularly driven by the private banks and investment managers segments. Additionally, the firm’s segments continue to show margin expansion, with the private banks operating margin increasing to 19.4% and investment managers rising to 40.5%, suggesting a solid financial outlook as the company invests back into its business.

SEI Investments faces a negative outlook primarily due to a slight decrease in market share among investment advisors, dropping from 46.3% to 46.0%, which may indicate declining competitiveness in this segment. Additionally, poor capital market performance is expected to directly impact assets under management (AUM), subsequently reducing the fees that SEI earns, further intensifying financial pressures. Furthermore, the company is subjected to various risk factors, including changes in customer demand, competitive dynamics, and potential unforeseen developments that could adversely affect revenue and earnings projections.