SEIC
SEI Investments Company
NASDAQ: SEIC · FINANCIAL SERVICES · ASSET MANAGEMENT
$91.59
+0.95% today
Updated 2026-06-05
Market cap
$10.75B
P/E ratio
15.26
P/S ratio
4.54x
EPS (TTM)
$5.86
Dividend yield
1.15%
52W range
$75 – $93
Volume
0.9M
SEI Investments Company (SEIC) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed SEIC price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$91.59
Today
Analyst consensus
$103.00
+12.46% · 12M
2030 Base
$78.93
-13.82% future
NPV today
$50.87
@ 10% WACC
9 analysts:
7 Buy1 Hold0 Sell
Management guidance
Management has not provided explicit revenue targets through 2030. However, Q1 2026 earnings demonstrated 12.8% YoY revenue growth to $622.18M (annualized ~$2.49B), with AUM reaching $416.7B. CEO Ryan Hicke has emphasized strategic investments in AI, private markets partnerships (Carlyle expansion), and platform modernization as growth drivers. The company targets double-digit organic growth and margin expansion through technology leverage and recurring fee revenue.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
SEIC · SEI Investments Company · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$47.78
NPV today: $30.79
Base case (2030)
$78.93
NPV today: $50.87
Bull case (2030)
$172.40
NPV today: $111.10
WallStSmart.com
SEIC financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $2.3B | $2.7B | $2.9B | $3.2B | $3.5B | $3.8B |
| Revenue growth | 8.1% | 16.5% | 9.5% | 9.2% | 9.0% | 9.1% |
| Net margin | — | 27.7% | 29.1% | 30.2% | 30.9% | 31.5% |
| EPS | $5.63 | $6.15 | $7.05 | $7.95 | $8.85 | $9.80 |
| Diluted shares | — | 121M | 121M | 122M | 122M | 122M |
| Net debt | — | $-323.72M | $-697.25M | $-1.11B | $-1.55B | $-2.04B |
| P/S multiple | — | 2.0x | 2.0x | 2.0x | 2.0x | 2.0x |
| Implied price (base) | — | $47.07 | $54.17 | $61.74 | $69.95 | $78.93 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $3.8B | $3.8B | $3.8B |
| P/S multiple | 1.0x | 2.0x | 5.0x |
| Diluted shares | 122M | 122M | 122M |
| Net debt | $-2.04B | $-2.04B | $-2.04B |
| Implied P/E † | 5x | 8x | 18x |
| 2030 Price | $47.78 | $78.93 | $172.40 |
| NPV @ 10% | $30.79 | $50.87 | $111.10 |
† Implied P/E: Multiples remain elevated across all three scenarios because SEIC is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $78.93 base case
SEIC catalysts and risks
Growth catalysts
+ Private markets partnership expansion with Carlyle — targeting high-margin alternative asset distribution
+ ETF platform expansion (LEND fixed-income ETF conversion signals shift to lower-cost, higher-volume products)
+ AI-driven platform modernization (IBM partnership for agentic AI transformation) enhancing competitive moat
+ AUM growth trajectory: $416.7B in Q1 2026, supporting recurring asset-based fees
+ $650M share repurchase program signaling management confidence in valuation and cash generation
Key risks
- Market downturn impact on AUM and asset-based revenue (31% of total revenue tied to market levels)
- Competitive pressure from larger asset managers (BlackRock, Vanguard) and fintech disruptors
- Heavy technology spending on AI/modernization could compress margins if revenue growth doesn't accelerate proportionally
- Private markets growth contingent on successful Carlyle partnership execution; execution risk on new mandates
- Regulatory changes affecting wealth management, ETF structures, and alternative asset distribution
Methodology · SEI Investments Company 2030 stock forecast model
SEI Investments Company 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 9 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (2% cumulative for SEIC by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-2.04B by 2030) |
| 3. Time value | NPV calculated using 10% WACC (CAPM: beta 0.999) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 2.0x / bull 5.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.
SEIC price target FAQ
What is the SEIC price target for 2030?
WallStSmart's SEI Investments Company 2030 base case is $78.93 per share, with a bull case of $172.40 and bear case of $47.78. The NPV of the base case discounted to today at 10% WACC is $50.87.
How is the SEI Investments Company 2030 stock forecast calculated?
The SEIC 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the SEIC price target account for dilution?
SEI Investments Company is projected to grow diluted share count from 120M to 122M by 2030 (a 2% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 2%.
What is the analyst consensus on SEIC stock?
9 analysts cover SEIC with an average 12-month price target of $103.00. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.