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SEIC

SEI InvestmentsB
Nasdaq / Financial Services
Last Price
Quote time unavailable
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Current thesis
Q3 revenue of $662.0 million and adjusted EPS of $1.64 exceeded cited pre-print estimates of about $655.6 million and $1.58, respectively. Private Banks operating profit grew 38%, and sales events set a year-to-date record.
Posture
Constructive
Lead driver
Sentiment
What changed
9 setup hits (3d) with net bullish as of 2026-10-27.
What can break
Higher incentive compensation reduced sequential adjusted-margin momentum despite year-over-year expansion. SEI earnings presentation
Momentum
76
Value
54
Sentiment
62
Setup hits (3d)
9 · Net Bullish
AI TargetsBase $113.00 · Bull $130.00 · Bear $86.00Analysis 2026-10-26; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-26 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-27

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $127.00
Why
Momentum76 · Δ7d +2.9
Value54 · Δ7d +0.4
Sentiment62 · Δ7d +3.6
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • 9 setup hits (3d) with net bullish as of 2026-10-27.
  • • Sentiment remains the lead driver in the composite, 7D delta +3.6.

Contradictions & invalidation

  • • Higher incentive compensation reduced sequential adjusted-margin momentum despite year-over-year expansion. SEI earnings presentation
  • • Institutional Investors revenue and operating profit declined 2% and 3% year over year, respectively, reflecting prior client outflows. [#SEC-8K-2026-10-21]
  • • The strong adjusted print did not prevent a roughly 5.7% two-session post-release decline.

Catalyst clock

2026-11-20

Post-earnings reassessment

Lead driver: Sentiment · See AI snapshot
Momentum
76
8% active weight
Current posture
7d trendImproving
Δ7d
+2.9
Δ21d
+5.9
Value
54
47% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+0.1
Sentiment
62
45% active weight
Current posture
7d trendImproving
Δ7d
+3.6
Δ21d
-6.2
Why this grade

Composite grade B. Momentum 76.4 / Value 54.4 / Sentiment 61.9

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-26. Scenario method

B+
Bull case
30%
Probability
Target price
$130.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
Most likely
B
Base case
45%
Probability
Target price
$113.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$86.00
Analysis reference price unavailable
Analysis 2026-10-26 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$12.2B
Beta
0.95
Shares Out
120.02M
P/E (TTM)
16.0
P/S (TTM)
4.74
P/FCF (TTM)
21.36
Rev YoY
+15.1%
EPS YoY
-11.1%
Gross Margin
+85.3%
Op Margin
+29.5%
Net Debt
-$405.02M
Current Ratio
5.06
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data