SEIC · NASDAQ · STOCK
SEI Investments (SEIC) Stock Analysis
$104.38
52W $75.08 – $112.15
66/100
$12.63B
18.1
0.97
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is SEIC Bullish or Bearish?
Bullish.
Innellis AI committee rates SEI Investments Company (SEIC) Buy with a composite score of 66/100
, based on 6 analysts with 67% agreement.
Last updated October 16, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +8.99 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -11.01 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Portfolio Manager remains cautious — sector concentration is already high (hhi 2739.42). This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 28.9% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
- News sentiment is positive (+0.20 across 10 articles, 14d) — News
Bear Case
- Price-to-book of 4.1x prices in significant intangible value — Value
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 16, 2026
Overall Committee Score
66/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 19%
of 211 Financial Services peers
Value Analyst
neutral
59
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 28.9% shows genuine earnings power backing the valuation
− Price-to-book of 4.1x prices in significant intangible value
Growth Analyst
bullish
75
/ 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst
bullish
75
/ 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 10 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2739.42)
Investment Thesis Evolution
Committee score moved marginally from 66.4 to 66.0.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +1 bearish signal(s).
Comparing 2026-10-15 to 2026-10-16 (1 day apart).
Technical Analysis
RSI (14)
58.7
Neutral
MACD Histogram
0.291
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$85.97
Resistance
$111.90
Bollinger %B
0.73
Inside Bands
Price vs Moving Averages
EMA 9
$104.59
Below
EMA 21
$104.69
Below
EMA 50
$104.13
Above
EMA 200
$95.08
Above
Fundamental Analysis
Valuation
50
Growth
72
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
18.1×
P/B Ratio
5.07×
PEG Ratio
2.66
Dividend Yield
0.99%
52W High
$112.15
52W Low
$75.08
Quality & Growth
ROE
2922.3%
ROA
2194.3%
Gross Margin
6728.1%
Operating Margin
2898.6%
Revenue Growth YoY
—
Debt / Equity
0.03
AI Fundamental Assessment
P/E ratio of 18.2 (inexpensive relative to a 15-40x range); Price-to-book of 5.1x; PEG ratio of 2.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 29.2%; Return on assets of 21.9%; Net margin of 28.8%; Gross margin of 67.3%; Current ratio of 98.36 (healthy short-term liquidity); Debt-to-equity of 0.03; Free cash flow per share is positive (5.76); Most recent quarter beat estimates by 8.9%; 2 consecutive earnings beats; EPS growth accelerating (+4.5% -> +13.6% QoQ); Average YoY EPS growth of -10.7%; Analyst estimates rising over recent quarters
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