GET DAILY SIGNALSSEI Investments (SEIC): Why the $130 Analyst Target Still Looks Achievable With +19% Upside
Key Takeaways
- The central $130 price target is the arithmetic mean of seven verified analyst price targets, rounded from a calculated average of roughly $128.
- Individual targets range from about $124 to $138, with every covered firm rating the stock a Buy or Overweight equivalent.
- At a recent price near $109, reaching $130 would require roughly a 19% advance, a substantial but not extreme move.
- Supporting factors include record sales momentum, expanding margins, an enlarged buyback, and fast-growing ETF assets.
- Key risks include persistent institutional outflows, valuation sensitivity to equity markets, and uneven segment performance.
- For more detail on the company's Major News, Today's Price Move, Forecast, and Earnings, visit these dedicated pages.
Analyst Price Targets and Consensus View
SEI Investments Company (SEIC) provides investment processing, management, and operations services to financial institutions, advisors, asset managers, and asset owners. The central $130 target reflects the arithmetic mean of seven verified analyst price targets, rounded from a calculated average of about $128.
Targets cluster tightly between roughly $124 and $138. UBS sits at $125, Morgan Stanley and Keefe, Bruyette & Woods at $127, Piper Sandler and Wells Fargo at $129, Raymond James at $124, and William Blair leads at $138. The narrow spread points to broad agreement that shares look undervalued relative to earnings momentum.
Recent moves have been constructive. William Blair upgraded to Outperform with a $138 target in September 2026, Wells Fargo initiated at Overweight with a $129 target, and Piper Sandler, Morgan Stanley, and KBW each raised targets in October 2026. No Sell or Hold ratings appear in the group, though the lack of dissent warrants careful monitoring.
Current Market Position and Path Toward the Target
Trading recently near $109, the stock would need roughly 19% upside to reach $130. Shares have already recovered in 2026 from spring lows in the mid-$70s to a 52-week high near $112. Reaching the target would likely depend on the market rewarding continued earnings growth with modest multiple expansion.
Third-quarter 2026 results showed revenue up 14% year over year to $662 million, adjusted operating income up about 25%, and adjusted EPS up 24% to $1.64. The adjusted operating margin reached 31%, up 260 basis points. Net sales events of roughly $47 million marked the second-highest quarter on record, pushing year-to-date sales past the prior full-year total.
What Could Support a Move Toward the Target
- Record sales pipeline, driven heavily by alternative asset managers, supports future revenue conversion.
- Margin expansion and operating leverage across Private Banking and Investment Managers segments.
- An aggressive capital-return program, including $215 million of buybacks in the quarter and an additional $800 million authorization.
- Fast-growing ETF assets, which more than doubled during 2026 to over $9 billion.
- A strong balance sheet with minimal debt, providing flexibility for acquisitions and shareholder returns.
What Could Prevent the Target From Being Reached
- The Institutional Investors segment saw revenue decline 2% year over year on prior client outflows, with uncertain timing for pipeline conversion.
- LSV Asset Management recorded $5 billion of net outflows in the quarter.
- Much of SEI's revenue ties to asset levels, making results sensitive to equity-market weakness.
- One-time items, including a $32.5 million charge related to terminating the planned NSC acquisition, weighed on reported results.
- The narrow analyst range leaves little room for upward surprise if growth decelerates.
Technical Levels and Market Structure
The 52-week high near $112 serves as the nearest resistance level. A decisive move through that zone would open the path toward the $124–$138 analyst range, while the $100 level and the $102–$104 area represent nearby support. The longer-term structure remains constructive after the recovery from spring 2026 lows near $75.
Time Horizon and What Investors Should Monitor
Analyst targets typically reflect a 12-month horizon. I’m watching the next quarterly earnings report and guidance, net sales events and institutional flow trends, LSV asset flows, the pace of share repurchases, and any further analyst target revisions. Broader equity-market conditions and interest-rate expectations also matter given the company’s sensitivity to asset values. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Using AI Daily Buy/Sell Signals for Additional Perspective
For traders seeking a more systematic view, AI Daily Buy/Sell Signals use artificial intelligence to continuously monitor thousands of stocks and ETFs, generating Buy, Sell, or Hold signals based on changing market conditions, technical behavior, and AI-driven analysis. I find this tool helpful for discovering opportunities and monitoring momentum shifts alongside fundamental research when tracking names like SEIC.
Final Assessment
The $130 target is a calculated average of seven current analyst price targets, implying roughly 19% upside from recent levels. Support rests on record sales, margin expansion, and active capital returns, while risks center on institutional outflows, market-sensitive revenue, and one-time charges. The tight $124–$138 range suggests analysts broadly agree on the stock’s direction, but that concentration also means the debate centers on execution. Reaching $130 is not guaranteed and will depend on sustained growth, favorable market conditions, and continued analyst confidence.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Momentum Indicator for SEIC turns positive, indicating new upward trend
SEIC saw its Momentum Indicator move above the 0 level on November 04, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 66 similar instances where the indicator turned positive. In 42 of the 66 cases, the stock moved higher in the following days. The odds of a move higher are at 64%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for SEIC just turned positive on November 02, 2026. Looking at past instances where SEIC's MACD turned positive, the stock continued to rise in 25 of 45 cases over the following month. The odds of a continued upward trend are 56%.
SEIC moved above its 50-day moving average on November 09, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for SEIC crossed bullishly above the 50-day moving average on November 10, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 59%.
Following a +4.81% 3-day Advance, the price is estimated to grow further. Considering data from situations where SEIC advanced for three days, in 169 of 318 cases, the price rose further within the following month. The odds of a continued upward trend are 53%.
The Aroon Indicator entered an Uptrend today. In 156 of 314 cases where SEIC Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 50%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SEIC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 53%.
SEIC broke above its upper Bollinger Band on November 10, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 23 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 34 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. SEIC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 93 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.056) is normal, around the industry mean (2.423). P/E Ratio (18.155) is within average values for comparable stocks, (8.341). Projected Growth (PEG Ratio) (1.788) is also within normal values, averaging (1.318). Dividend Yield (0.020) settles around the average of (0.274) among similar stocks. P/S Ratio (5.328) is also within normal values, averaging (15.906).
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
a provider of global investment solutions to institutions and individuals
Industry InvestmentManagers
Advertisement