SEI Investments Company · Financials
SEIC
$99.25
SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients.SEIInvestmentsCompany，前身为SimulatedEnvironmentsInc.，是一家总部位于美国宾夕法尼亚州奥克斯的金融服务公司。SEI为机构、私人银行、投资顾问、投资经理和私人客户提供产品和服务。
Financial金融股
Large cap大盘
$12B
Engine stance引擎立场2026-07-20
Neutral — no clear edge中性 — 无明显优势
Trend intact — hold; add on dips toward the 10-day average.趋势完好——持有；可在回调至 10 日均线附近时加仓。
Key Statistics关键统计
Price价格
$99.25
1.0% below 52-week high低于52周高点 1.0%
Market Cap市值
$12B
Normal volume正常成交量
P/E Ratio市盈率
17.0x
15.0x sector median
Beta贝塔
0.62
Moves about 0.6x the market波动幅度约为市场的 0.6 倍
RSI (14)RSI（14）
68
Elevated偏高
Next Earnings下次财报
2026-07-22 (3d)
Volatility Rank波动率分位
81th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
2.1% of float
Performance价格表现
| Period周期 | SEIC | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +4.0% | -1.5% | Beat the index by 5.5 points跑赢指数 5.5 个百分点 |
| 1 Month近1月 | +9.1% | +0.6% | Beat the index by 8.5 points跑赢指数 8.5 个百分点 |
| 3 Months近3月 | +25.1% | +4.7% | Beat the index by 20.4 points跑赢指数 20.4 个百分点 |
| 6 Months近6月 | +16.1% | +7.8% | Beat the index by 8.3 points跑赢指数 8.3 个百分点 |
| Year to date年初至今 | +20.3% | +9.1% | Beat the index by 11.2 points跑赢指数 11.2 个百分点 |
| 1 Year近1年 | +7.7% | +19.4% | Lagged the index by 11.7 points落后指数 11.7 个百分点 |
| 3 Years近3年 | +63.8% | +69.4% | Lagged the index by 5.6 points落后指数 5.6 个百分点 |
Technicals技术面
RSI (14)RSI（14）
68
Elevated偏高
vs 50-day相对50日均线
+9.3% vs 50-day avg
vs 200-day相对200日均线
+18.1% vs 200-day avg
Volatility rank波动率分位
81th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$94.57
Don't chase above不追高于
$99.25
Stop止损
$86.49
Hold — don't add here持有 — 此处不宜加仓
Earnings财务业绩
3
days until next report天后公布财报
2026-07-22
Estimates being raised — 5 analysts预期上调 — 5 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | SEIC | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 16.96x | 14.99 | 37% |
| P/B市净率 | 4.96x | 1.52 | 7% |
| P/S市销率 | 5.28x | 2.87 | 23% |
| Earnings yield盈利收益率 | 5.90% | 6.58 | 39% |
| Shareholder yield股东收益率 | 5.18% | 3.91 | 63% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 6.4%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 13.4%
Free Cash Flow自由现金流
Margins利润率
29.2%Return on Equity股本回报率
27.2%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $628.1M |
| Stock-based comp股权薪酬 | $53.6M |
| Share count change (1y)股数变化（1年） | -3.6% |
Piotroski皮奥特罗斯基 3/5
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 22% of its sector on blended multiples综合估值倍数低于行业内 22% 的公司
Beta市场敏感度
0.62×
0.21×3×
Moves about 0.6× the market波动幅度约为市场的 0.6 倍
Financial Health财务健康
3/5
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed +11.5%空头仓位变动 +11.5%
Technical技术面
SEIC RSI reached overboughtSEIC RSI进入超买
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$18.4M net (0 buyers, 7 sellers)-$18.4M 净值（0 买家，7 卖家）
Signal History信号历史
RALLY ON
UPTREND
Jul 16, 2026
SEIC RSI reached overboughtSEIC RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $100.26.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$100.26。
Jul 15, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 15, 2026
SEIC took relative-strength leadershipSEIC 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $98.17.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$98.17。
Jul 15, 2026
SEIC made a new 52-week highSEIC 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $98.17.价格创出52周新高 — 全市场关注的动量/趋势极值。$98.17。
Jul 13, 2026
SEIC made a new 52-week highSEIC 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $96.18.价格创出52周新高 — 全市场关注的动量/趋势极值。$96.18。
Jul 10, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Jul 9, 2026
BUY ZONE → NEARING A HIGH买入区 → 接近高点
TAKE PROFITS止盈
Jul 6, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Jul 6, 2026
SEIC took relative-strength leadershipSEIC 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $94.99.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$94.99。
Jul 6, 2026
SEIC made a new 52-week highSEIC 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $94.99.价格创出52周新高 — 全市场关注的动量/趋势极值。$94.99。
Jul 2, 2026
SEIC daily MACD crossed upSEIC 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $91.43.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$91.43。
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Factor Profile因子特征
Composite factor score综合因子得分: 0.04
Value价值
-0.5
Profitability盈利能力
-0.0
Quality质量
-1.2
Investment资本投入
+0.6
Shareholder payout股东回报
+0.3
Low volatility低波动
+1.0
Low market beta低市场敏感度
+0.3
Earnings quality盈利质量
-1.5
Short interest空头兴趣
+0.6
Company Profile公司档案
SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients.SEIInvestmentsCompany，前身为SimulatedEnvironmentsInc.，是一家总部位于美国宾夕法尼亚州奥克斯的金融服务公司。SEI为机构、私人银行、投资顾问、投资经理和私人客户提供产品和服务。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Receivables stretch
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。