Piper Sandler has upgraded SEI Investments Co (SEIC) to Overweight from Neutral, signaling a more optimistic outlook for the company.
This upgrade, announced on December 22, 2025, comes as SEI Investments Co continues to navigate the financial services landscape, providing investment processing, management, and operational platforms. The company, headquartered in Oaks, Pennsylvania, serves a diverse clientele, including private banks, institutional investors, and investment managers. As of December 18, 2025, SEI's market capitalization stands at $10.3 billion, with a price-to-earnings ratio of 14.71 and an impressive dividend yield of 121.6%.
The move underscores a shift in analyst sentiment that may reflect improved fundamentals or enhanced confidence in the company's strategic direction. SEI's recent earnings performance has shown resilience, with Q3 2025 reporting an EPS of $1.29, slightly above expectations.
Looking ahead, the company is set to announce its next earnings on July 21, 2026, with an estimated EPS of $1.37 and anticipated revenue of $622.2 million. Analyst ratings are varied, with a consensus of 2 Strong Buy, 5 Buy, and 4 Hold among 11 total analysts as of December 1, 2025.
As always, while analyst ratings can provide valuable insights, they are based on research and financial models that may not always align with actual performance. Investors should consider a range of factors, including company fundamentals and market conditions, when making decisions.
This brief was generated from structured financial data and reviewed by the Investing Point editorial team. It is for informational purposes only and does not constitute investment advice.