• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    Piper Sandler initiated coverage on SEI Investments with a new price target

    3/29/23 7:40:59 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SEIC alert in real time by email
    Piper Sandler initiated coverage of SEI Investments with a rating of Neutral and set a new price target of $60.00
    Get the next $SEIC alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $SEIC

    DatePrice TargetRatingAnalyst
    4/7/2025$81.00 → $77.00Underweight → Overweight
    Morgan Stanley
    1/30/2025$99.00Mkt Perform → Outperform
    Raymond James
    3/29/2023$60.00Neutral
    Piper Sandler
    7/25/2022Mkt Perform
    William Blair
    7/12/2022$55.00Equal-Weight → Underweight
    Morgan Stanley
    3/28/2022$67.00 → $65.00Buy → Neutral
    Goldman
    1/27/2022$75.00 → $70.00Outperform
    Oppenheimer
    11/3/2021$67.00Hold
    Truist Securities
    More analyst ratings

    $SEIC
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Syverson Strege Partners with SEI to Elevate Financial Planning Experience

    Unified Approach to Investment Management, Custody, and Technology Shapes Future Growth OAKS, Pa., Nov. 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Syverson Strege, a leading fee-only financial planning and investment management firm managing $1 billion in assets under management and headquartered in West Des Moines, IA, has selected SEI to help advance its vision and strategic growth initiatives. This collaboration marks a significant milestone in Syverson Strege's mission to enrich and empower clients' lives through clarity, confidence, and financial freedom. Founded on the principle that financial advice should be objective and personalized, Syverson Strege has built

    11/18/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Expands Tax Management and Overlay Capabilities

    ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for Investors OAKS, Pa., Nov. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a significant expansion of its tax management and overlay capabilities for separately managed account (SMA) and unified managed account (UMA) solutions. The enhancements provide advisors with greater control, transparency, and optionality for tax-management customization, in an effort to support both immediate and long-term tax benefits for investors. Built on the foundation of nearly two decades of tax overlay services, this expansion advances SEI's commitme

    11/12/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Clermont Trust USA Goes Live on the SEI Wealth Platform

    SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies OAKS, Pa., Oct. 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is live on the SEI Wealth PlatformSM (SWP), leveraging an optimized configuration of SWP and a streamlined implementation model designed for regional and community banks and trust companies managing less than $1 billion in assets. Commenting on the strategic partnership, Bob Hogan, President and CEO of Clermont Trust USA, said: "We're committed to delivering highly customized trust and advice

    10/29/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Doran William exercised 10,000 shares at a strike of $53.34, increasing direct ownership by 2% to 628,536 units (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    11/18/25 12:48:08 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    EXECUTIVE VICE PRESIDENT Peterson Michael exercised 25,000 shares at a strike of $54.34 and sold $2,105,250 worth of shares (25,000 units at $84.21) (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    11/13/25 2:21:10 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Director Romeo Carmen sold $420,050 worth of shares (5,000 units at $84.01) and exercised 5,000 shares at a strike of $53.34 (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    11/12/25 11:20:33 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    SEI Investments upgraded by Morgan Stanley with a new price target

    Morgan Stanley upgraded SEI Investments from Underweight to Overweight and set a new price target of $77.00 from $81.00 previously

    4/7/25 7:57:48 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments upgraded by Raymond James with a new price target

    Raymond James upgraded SEI Investments from Mkt Perform to Outperform and set a new price target of $99.00

    1/30/25 7:17:11 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Piper Sandler initiated coverage on SEI Investments with a new price target

    Piper Sandler initiated coverage of SEI Investments with a rating of Neutral and set a new price target of $60.00

    3/29/23 7:40:59 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Sei Investments Co bought $12,400,000 worth of Class F Shares of Beneficial Interest (1,240,000 units at $10.00), increasing direct ownership by 12,400% to 1,250,000 units (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Reporting)

    11/1/23 2:07:26 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    SEC Filings

    View All

    SEC Form 13F-HR filed by SEI Investments Company

    13F-HR - SEI INVESTMENTS CO (0000350894) (Filer)

    11/13/25 3:50:18 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Amendment: SEC Form SCHEDULE 13G/A filed by SEI Investments Company

    SCHEDULE 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

    11/13/25 9:27:43 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 10-Q filed by SEI Investments Company

    10-Q - SEI INVESTMENTS CO (0000350894) (Filer)

    10/27/25 2:34:35 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    Leadership Updates

    Live Leadership Updates

    View All

    SEI Appoints Chief Revenue Officer for U.S. Private Banking Business

    Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth OAKS, Pa., Oct. 7, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Dave Langdale as Chief Revenue Officer for the company's U.S. Private Banking business, effective Jan. 1, 2026. Reporting to Sanjay Sharma, Global Head of SEI's Private Banking business and CEO of SEI International, Langdale will oversee sales and client service and be responsible for defining and executing growth strategies that focus on business expansion through new and existing clients, as well as expanding revenue streams. Langdale currently serves as Global Head of Operations, responsible for developing and ma

    10/7/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Appoints Robert Hum to Lead Investment Product Development and Activation

    New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth  OAKS, Pa., Aug. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Hum will lead the development and execution strategy for investment products and models, with a focus on enhancing portfolio outcomes across existing client segments and new markets. Bringing 15 years of industry experience, Hum most recently served as Managing Director and U.S. Head of Factor, Outcome and Alternative ETFs at BlackRock, leadin

    8/12/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Names New Chief People and Culture Officer

    Amy Sliwinski Will Lead Global Talent and Culture to Power Company's Strategic Growth OAKS, Pa., July 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Amy Sliwinski as an Executive Vice President and Chief People and Culture Officer. Sliwinski will focus on transforming people strategies globally to enable SEI's business goals, scale the organization, and nurture the company's culture as the business grows and evolves. In this new role, she will be responsible for developing, leading, and optimizing human resource processes and capabilities across the entire human capital lifecycle, including talent management, professional development, company culture, and ben

    7/29/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    Financials

    Live finance-specific insights

    View All

    SEI Reports Third-Quarter 2025 Financial Results

    OAKS, Pa., Oct. 22, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third quarter 2025. Relative to the third quarter 2024, EPS increased by 9%, and revenue and operating income grew by 8% and 11%, respectively, with operating margin increasing to 28%.  Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended September 30, For the Nine Months  Ended September 30, 2025 2024 % 2025 2024 % Revenues $578,511 $537,396 8 % $1,689,456 $1,567,961 8 % Operating income 159,961 143,832 11 % 465,693 406,197 15 % Operating margin 28 % 27 % 4 % 28 % 26 % 8 % Net income attributable to SEI Investments 164,204 154,900 6 

    10/22/25 4:01:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI to Announce Third-Quarter 2025 Earnings on Wednesday, October 22, 2025

    Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., Oct. 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the third quarter 2025 on Wednesday, October 22, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI® SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. S

    10/9/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Reports Second-Quarter 2025 Financial Results

    OAKS, Pa., July 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second quarter 2025. Relative to the second quarter 2024, EPS increased by 70%, and revenue and operating income grew by 8% and 9%, respectively, with operating margin increasing to 27%. Q2 2025 EPS benefited by $0.58 from several items affecting comparability against prior quarters, most notably the $94.4 million gain on the sale of SEI's Family Office Services business. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended June 30, For the Six Months Ended June 30, 2025 2024 % 2025 2024 % Revenues $559,601 $518,986 8 % $1,110,945 $1,

    7/23/25 4:01:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    $SEIC
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G/A filed by SEI Investments Company (Amendment)

    SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

    2/13/24 5:13:58 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by SEI Investments Company (Amendment)

    SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

    2/13/24 11:23:25 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by SEI Investments Company (Amendment)

    SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

    2/13/23 9:31:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance