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SEI Investments Company (SEIC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7841171033

CUSIP

784117103

IPO Date

Mar 26, 1990

Highlights

Market Cap

$8.76B

EPS (TTM)

$4.41

PE Ratio

15.65

PEG Ratio

1.08

Total Revenue (TTM)

$1.61B

Gross Profit (TTM)

$864.91M

EBITDA (TTM)

$587.43M

Year Range

$62.02 - $86.95

Target Price

$87.17

Short %

2.29%

Short Ratio

3.38

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SEI Investments Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5,000.00%10,000.00%15,000.00%20,000.00%NovemberDecember2025FebruaryMarchApril
16,044.31%
1,375.81%
SEIC (SEI Investments Company)
Benchmark (^GSPC)

Returns By Period

SEI Investments Company had a return of -19.44% year-to-date (YTD) and -4.68% in the last 12 months. Over the past 10 years, SEI Investments Company had an annualized return of 5.61%, while the S&P 500 had an annualized return of 9.04%, indicating that SEI Investments Company did not perform as well as the benchmark.


SEIC

YTD

-19.44%

1M

-12.30%

6M

-4.48%

1Y

-4.68%

5Y*

6.92%

10Y*

5.61%

^GSPC (Benchmark)

YTD

-15.28%

1M

-13.65%

6M

-13.36%

1Y

-4.22%

5Y*

12.35%

10Y*

9.04%

*Annualized

Monthly Returns

The table below presents the monthly returns of SEIC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.97%-7.54%-3.02%-14.40%-19.44%
2024-0.49%6.34%6.91%-8.28%2.67%-3.78%4.87%-0.31%2.31%8.05%10.53%0.40%31.47%
20237.08%-3.49%-4.48%2.36%-3.96%6.14%5.65%-1.48%-2.95%-10.91%9.34%9.09%10.59%
2022-3.82%-0.05%2.78%-7.46%4.86%-6.89%2.48%-1.19%-10.33%10.70%14.70%-5.70%-2.94%
2021-8.04%5.96%8.80%0.84%3.26%-1.74%-1.89%3.31%-5.59%6.31%-5.41%2.88%7.38%
2020-0.34%-16.17%-15.30%9.97%6.40%2.05%-4.82%0.06%-3.13%-3.10%7.32%9.66%-11.10%
20192.90%10.96%-0.95%4.21%-7.71%12.32%6.22%-3.49%3.03%1.12%7.69%2.01%43.35%
20184.58%-3.09%2.86%-15.59%0.87%-1.53%-4.13%5.24%-3.14%-12.52%0.47%-13.30%-34.92%
2017-1.72%3.79%0.18%0.54%-1.22%7.95%5.08%3.45%4.45%5.65%9.07%2.56%46.99%
2016-25.11%-2.73%12.78%11.68%6.99%-6.00%-6.46%2.44%-1.06%-2.81%6.43%5.21%-4.78%
20150.93%7.14%2.44%3.56%4.77%2.98%8.73%-5.12%-4.65%7.44%4.96%-3.19%32.94%
2014-1.93%-1.44%0.12%-3.66%1.70%0.18%9.31%5.79%-4.58%6.91%2.51%1.65%16.77%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SEIC is 46, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SEIC is 4646
Overall Rank
The Sharpe Ratio Rank of SEIC is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of SEIC is 4343
Sortino Ratio Rank
The Omega Ratio Rank of SEIC is 4343
Omega Ratio Rank
The Calmar Ratio Rank of SEIC is 4949
Calmar Ratio Rank
The Martin Ratio Rank of SEIC is 4747
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for SEI Investments Company (SEIC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for SEIC, currently valued at -0.22, compared to the broader market-2.00-1.000.001.002.00
SEIC: -0.22
^GSPC: -0.27
The chart of Sortino ratio for SEIC, currently valued at -0.16, compared to the broader market-6.00-4.00-2.000.002.004.00
SEIC: -0.16
^GSPC: -0.24
The chart of Omega ratio for SEIC, currently valued at 0.98, compared to the broader market0.501.001.502.00
SEIC: 0.98
^GSPC: 0.97
The chart of Calmar ratio for SEIC, currently valued at -0.20, compared to the broader market0.001.002.003.004.00
SEIC: -0.20
^GSPC: -0.23
The chart of Martin ratio for SEIC, currently valued at -0.74, compared to the broader market-10.00-5.000.005.0010.0015.00
SEIC: -0.74
^GSPC: -1.14

The current SEI Investments Company Sharpe ratio is -0.22. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SEI Investments Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.22
-0.27
SEIC (SEI Investments Company)
Benchmark (^GSPC)

Dividends

Dividend History

SEI Investments Company provided a 1.43% dividend yield over the last twelve months, with an annual payout of $0.95 per share. The company has been increasing its dividends for 8 consecutive years.


0.80%0.90%1.00%1.10%1.20%1.30%1.40%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.95$0.95$0.89$0.83$0.77$0.72$0.68$0.63$0.58$0.54$0.74$0.46

Dividend yield

1.43%1.15%1.40%1.42%1.26%1.25%1.04%1.36%0.81%1.09%1.41%1.15%

Monthly Dividends

The table displays the monthly dividend distributions for SEI Investments Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.46$0.00$0.00$0.00$0.00$0.00$0.49$0.95
2023$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.00$0.46$0.89
2022$0.00$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.43$0.83
2021$0.00$0.00$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.00$0.40$0.77
2020$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.37$0.72
2019$0.00$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.35$0.68
2018$0.00$0.00$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.33$0.63
2017$0.00$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.00$0.30$0.58
2016$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.28$0.54
2015$0.24$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.26$0.74
2014$0.22$0.00$0.00$0.00$0.00$0.00$0.24$0.46

Dividend Yield & Payout


Dividend Yield
10.0%20.0%30.0%
SEIC: 1.4%
SEI Investments Company has a dividend yield of 1.43%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SEIC: 21.5%
SEI Investments Company has a payout ratio of 21.49%, which is below the market average. This means SEI Investments Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-23.25%
-18.90%
SEIC (SEI Investments Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SEI Investments Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SEI Investments Company was 71.17%, occurring on Mar 9, 2009. Recovery took 1062 trading sessions.

The current SEI Investments Company drawdown is 23.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.17%Dec 26, 2007302Mar 9, 20091062May 28, 20131364
-69.02%Dec 29, 2000442Oct 7, 20021012Oct 12, 20061454
-51.78%Mar 22, 2018504Mar 23, 20201010Mar 27, 20241514
-38.39%Jan 11, 199494May 26, 1994430Feb 8, 1996524
-38.37%Aug 11, 2015128Feb 11, 2016337Jun 14, 2017465

Volatility

Volatility Chart

The current SEI Investments Company volatility is 9.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
9.98%
9.03%
SEIC (SEI Investments Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of SEI Investments Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of SEI Investments Company compared to its peers in the Asset Management industry.


PE Ratio
50.0100.0150.0200.0250.0
SEIC: 15.7
The chart displays the price to earnings (P/E) ratio for SEIC in comparison to other companies of the Asset Management industry. Currently, SEIC has a PE value of 15.7. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.0
SEIC: 1.1
The chart displays the price to earnings to growth (PEG) ratio for SEIC in comparison to other companies of the Asset Management industry. Currently, SEIC has a PEG value of 1.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for SEI Investments Company.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items