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SEI Investments Company SEIC

SEI Investments Company scores excellent on business quality (7.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$104.70Oct 10, 2026
Business qualityExcellent
Next earningsOct 21, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What SEI Investments Company does

    SEI Investments provides wealth management, investment processing, and asset management solutions, earning fees from banks, financial advisors, and institutional clients. The company is expanding its technology platforms and recurring service offerings to capture higher-margin processing volume.

  2. What it does best

    SEI locks in financial institutions through deeply embedded operational platforms that handle complex trust and asset accounting. Switching providers requires migrating core back-office infrastructure, creating massive friction. Its gross margin of 85.5% vastly outperforms Franklin Resources at 36.1%.

  3. The main risk

    A severe market downturn or prolonged asset price contraction reduces assets under administration and management, instantly compressing fee revenue. Since fee income drives profitability, falling market values directly threaten top-line stability and cash flow generation.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

An operating margin of 28.9% and an ROE of 28.9% highlight elite efficiency. High gross margins indicate the business scales efficiently without proportionate cost increases.

MoatStrong

High switching costs protect its institutional client base, anchored by a gross margin ranking in the top quartile of its sector at the 78th percentile. Rivals cannot easily replicate its integrated trust and custody platform.

GrowthSteady

Revenue expanded to $2.45 billion, showing an 8.0% growth rate that reflects steady expansion in core investment processing and asset management services.

Financial healthStrong

Zero total debt and interest coverage above 517x mean debt costs are entirely absent. Free cash flow reached $660 million, showing exceptional balance-sheet strength and growing cash reserves.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

9 sold $20.4M outside pre-planned sales.

Our sealed record on SEIC

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is SEIC a good business?

SEI Investments Company scores excellent on the Cluenex quality check (7.9 of 10), measured against its own industry. Profitability is strong, moat strong, growth steady and financial health strong.

Are insiders buying SEIC?

In the last 90 days of SEC Form 4 filings: 9 sold $20.4M outside pre-planned sales.

When does SEIC report earnings?

Oct 21, 2026, after the close.

For members

See SEIC today

  • Today's verdict on SEIC, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “SEI Investments Company (SEIC)”, https://cluenex.com/stocks/seic/, data as of Oct 10, 2026.