SEI Investments Company Stock 12‑Month Price Target Raised to $125.83, Implies 16% Upside

SEI Investments reported 3Q 2026 revenue of $662M, up 14% YoY. Net income rose 2% to $168.3M, while EPS increased 6% to $1.38. Growth was driven by Stratos, alternative-fund administration, and SWP client growth. The company expects cash flows to support operations, acquisitions, and share repurchases for the next 12 months.

SEI Investments (SEIC) reported Q3 2026 earnings with 14% revenue growth, 25% adjusted operating profit growth, and 24% adjusted EPS growth. Net sales reached $47M, the second highest in company history. ETF strategies AUM grew to $9B, up from $4B last year. However, incentive compensation accrual increased by $6M, reducing operating margins. Institutional revenue declined 2% YoY, and AUM was flat sequentially. The company expects strong growth momentum in ETFs and other segments.

Piper Sandler raised its price target for SEI Investments (NASDAQ:SEIC) to $129, citing strong earnings and sales. The firm increased its EPS estimates for 2026-2028. SEIC reported Q3 2026 earnings of $1.64 per share, beating estimates, with revenue of $662.04 million. The stock is up 29% over six months and 33% year-to-date.

SEI (SEIC) reported strong Q3 2026 results, with growth in investment management and private banking. Demand for solutions and AI-driven services is increasing. Adjusted operating margins remained high, and the company increased incentive compensation accruals. Asset management saw momentum, with ETF strategies reaching $9B in AUM. The company also expressed confidence in its partnership with Stratos.

SEI Investments (SEIC) reported Q3 earnings with IMS revenue and operating profit up 14% YoY. Private banking revenue rose 11%, while operating profit increased 38%. The Advisors segment grew due to the Stratos acquisition. Institutional revenue declined 2% YoY. Margins were affected by a $6M incentive compensation accrual. SEIC ended the quarter with $400M in cash after repurchasing $215M of shares.

SEI Investments (NASDAQ:SEIC) reported Q3 2026 earnings of $1.64 per share, up 24% YoY, on revenue of $662M, beating estimates. Revenue grew 14.4% YoY, with record sales of $46.8M. Assets under management reached $606.4B, up 12% YoY. Shares rose to $109.61 in after-hours trading.