FREE $100K
Today Screener Big Ideas Track Record 💰 $100K Arena 🎲 Predictions 🏛️ Insiders 8 Analysts

SEI Investments Company (SEIC) Dividend Safety Gauge & 10-Year DRIP Compounder

$105.89 +2.39% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $106.60

SEI Investments Company (SEIC) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (steady margins, 24% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B- • BUY Cap $12.26B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SEIC Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is SEIC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, SEI Investments Company (NASDAQ: SEIC) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $105.89 (+2.39% 1D, market cap $12.26B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, SEIC ranks #97 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does SEIC compare to FRHC and FUTU in the Financials sector?
▼

Within the Financials sector (Investment Bankers/Brokers/Service), SEIC carries a Roarable B- (70/100 RQD), trailing P/E of 17.4x, gross margin of —, and ROIC of 24.2%. By comparison, FRHC (Freedom Holding Corp.) holds a D grade (50/100 RQD, P/E 76.4x, ROIC 11.0%, cap $11.93B) and FUTU (Futu Holdings Limited) posts a C grade (63/100 RQD, P/E 9.8x, ROIC 10.2%, cap $13.80B). Among the 5-stock peer group, JEF leads on earnings multiple (7.9x) while SEIC leads on capital efficiency (24.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SEIC?
▼

Per SEIC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000350894), SEI Investments Company generated $2.30B in revenue (+8.1% YoY), $715.3M in net income, and $585.0M in free cash flow against $6.83B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $106.60 (+0.67%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 25.5% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B-
025507510070
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C
Cash (15)Whales (12)SEC (14)Macro (12)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+5.4% Base Target
$132 Bull$112 Base$87 Bear
📬 FREE SEIC RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SEIC)Realized 20D OHLCV Swing Band: ±4.4%
Deterministic 5-Pillar Attribution (70/100 Composite)
🔍 WHY SEIC SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (21% of score)

SEC XBRL FY 2025 (10-K): 25.5% FCF Margin ($585.0M FCF) & 35.2% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (46.3) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
62
Grade C+$105.27+3% Next Q
Q2 (-2Q)
65
Grade C+$108.43-4.8% Next Q
Q3 (-1Q)
67
Grade B-$103.20+2.6% Next Q
Current
70
Grade B-$105.89+6.6% Hist 90D α
Trajectory: C+ (62) → B- (70)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SEIC Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, SEIC faces multiple-compression risk if 17.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 32.7% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($105.63) or 200D SMA ($93.21) invalidates the momentum regime and cuts Target Base ($111.61) toward Bear Floor ($86.83).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SEIC• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “SEIC Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
CASH DIVIDEND + BUYBACK YIELD
2.8% Total Yield
1% Cash ($1.06/yr) + 1.8% Buybacks
PAYOUT SAFETY SPEEDOMETER
88/100 • FORTRESS PAYOUT
FREE CASH FLOW PAYOUT RATIO
14% of FCF
8 consecutive years of payout growth
INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (7.3% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $20,230

Est. Year-10 Shareholder Yield: $566/yr
$10.7K
Yr 1
$11.5K
Yr 2
$12.4K
Yr 3
$13.3K
Yr 4
$14.2K
Yr 5
$15.3K
Yr 6
$16.4K
Yr 7
$17.6K
Yr 8
$18.9K
Yr 9
$20.2K
Yr 10
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in SEIC & A-Rated Leaders

  • ✓12-month Bull/Base/Bear fair-value walkthrough on SEIC and its top sector peer
  • ✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
  • ✓Includes nightly RQD rating-change & forensic signal email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
SEIC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +16.02%📐 WEDGE COMPRESSION COIL
2026-11-03O $104.7H $105.9L $103.4C $105.9VOL 764.3K
RES: $109.5SUP: $103.0SMA50: $105.6SMA200: $93.21
$114.3$105.3$96.35$87.37$78.38RES $109.5SUP $103.0$105.92026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SEIC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
10.4%/yr Implied 5Y Growth

vs. +8.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on SEIC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SEIC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SEIC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SEIC)

Financials Rank #97 of 1096 ⚔️ FRHC vs SEIC Full Matrix →

1. Head-to-Head Financials Peer Comparison (SEIC vs. FRHC, FUTU, JEF, SF)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, SEI Investments Company (SEIC) ranks #97 by composite RQD confidence (70/100, grade B-) and #160 by equity capitalization ($12.26B). Within this direct 5-issuer industry benchmark cohort, JEF leads on earnings valuation at 7.9x trailing P/E, while SEIC leads on capital efficiency and profitability with 24.2% ROIC and — gross margin. SEIC currently leads its immediate peer cohort in composite quantitative strength at 70/100 (B-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
SEIC ACTIVE
SEI Investments Company
B- 70/100 17.4x — 24.2% +2.39% $12.26B Benchmark Subject
FRHC
Freedom Holding Corp.
D 50/100 76.4x — 11.0% +0.16% $11.93B /frhc-vs-seic →
FUTU
Futu Holdings Limited
C 63/100 9.8x — 10.2% +4.77% $13.80B /futu-vs-seic →
JEF
Jefferies Financial Group Inc.
D+ 58/100 7.9x — 6.0% +4.66% $10.59B /jef-vs-seic →
SF
Stifel Financial Corporation
D+ 56/100 16.0x — 3.4% +2.97% $10.07B /sf-vs-seic →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000350894

In its most recent audited fiscal period (FY2025, filed 2025-12-31), SEI Investments Company (SEIC) reported GAAP revenue of $2.30B (+8.1% vs. FY2024 revenue of $2.13B , and +19.7% cumulative change since FY2023) , GAAP net income of $715.3M, operating cash flow of $607.7M, and free cash flow of $585.0M (-0.9% YoY). On the balance sheet, SEIC closed FY2025 with $6.83B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.30B $715.3M $607.7M $585.0M $6.83B $0
FY2024 (FY) 2024-12-31 $2.13B $581.2M $622.3M $590.1M $2.68B $194.6M
FY2023 (FY) 2023-12-31 $1.92B $462.3M $447.0M $360.6M $6.83B $1.60B

3. SEIC Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SEIC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, SEI Investments Company (NASDAQ: SEIC) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $105.89 (+2.39% 1D, market cap $12.26B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, SEIC ranks #97 in composite RQD confidence.

How does SEIC compare to FRHC and FUTU in the Financials sector?

Within the Financials sector (Investment Bankers/Brokers/Service), SEIC carries a Roarable B- (70/100 RQD), trailing P/E of 17.4x, gross margin of —, and ROIC of 24.2%. By comparison, FRHC (Freedom Holding Corp.) holds a D grade (50/100 RQD, P/E 76.4x, ROIC 11.0%, cap $11.93B) and FUTU (Futu Holdings Limited) posts a C grade (63/100 RQD, P/E 9.8x, ROIC 10.2%, cap $13.80B). Among the 5-stock peer group, JEF leads on earnings multiple (7.9x) while SEIC leads on capital efficiency (24.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SEIC?

Per SEIC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000350894), SEI Investments Company generated $2.30B in revenue (+8.1% YoY), $715.3M in net income, and $585.0M in free cash flow against $6.83B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SEIC trading relative to its 50-day, 200-day, and 52-week technical levels?

SEIC last traded at $105.89 (+2.39% on volume of 769,520 shares), positioning the stock +0.25% above its 50-day simple moving average ($105.63) and +13.60% above its 200-day simple moving average ($93.21). Across its 52-week range of $75.08 to $112.15, SEIC sits at the 83.1% percentile with a 14-day RSI of 46.3 (NEUTRAL RANGE) and an implied next-earnings move of ±4.4% ($101.23 to $110.55).

ROARABLE RATING BRIEF • RQD 70/100 (B-) ✓ SEC XBRL & RQD VERIFIED

SEIC — SEI Investments Company: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

SEI Investments Company (SEIC) earns a live Roarable RQD composite score of 70/100, corresponding to a B- letter grade (Roarable Buy) at a spot price of $105.89 (+2.39% 1D, market capitalization $12.26B).

  • Fundamental Cash Engine (15/20): Anchored by return on invested capital (ROIC) of 24.2%, gross margin of —, operating margin of 27.3%, and free cash flow yield of 4.71%.
  • Whale 13F & Options Flow (12/20) + Insider Conviction (14/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (12/20) + Forensic Balance Sheet (17/20): Incorporates a 1.10x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Per the Financials sector and Investment Bankers/Brokers/Service industry classification in the source profile, SEI Investments Company is a NASDAQ-listed issuer. The profile does not describe its products, customer base, or revenue model. — for product and customer detail beyond the classification. The source financials show revenue, operating income, and net income for recent fiscal years, which indicate a substantial revenue base, but the drivers of that revenue are not described.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), SEI Investments Company (SEIC) reported $2.30B in annual revenue (up from $2.13B in FY2024, +8.1% YoY) and $715.3M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.92B revenue, $462.3M net income) through FY2025, SEIC scaled operating cash flow to $607.7M and free cash flow to $585.0M, backed by $6.83B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B- • RQD 70/100): Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 15/20 and Institutional Whale Flow at 12/20, sustained execution supports upside toward the upper end of the $75.08 – $112.15 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 17.4x trailing P/E and 18.6x EV/EBITDA against 27.3% operating margins and a 1.10x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The graph does place the company in the Financials sector and Investment Bankers/Brokers/Service industry, but it does not map any 2nd-order bottleneck. An investor would need external supply-chain data, which this dossier does not contain.

  • Key Question #1: Can SEIC sustain or expand its 27.3% operating margin and 24.2% ROIC against Investment Bankers/Brokers/Service peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $2.30B and free cash flow of $585.0M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is SEIC's 16.2x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.10x)?

SEIC Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for SEI Investments Company (SEIC) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to SEIC Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SEIC Bull vs. Bear Conversation Board — What's Your Call at $105.89?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SEIC 🐻 33% BEARISH CONVICTION
1. Pick Your Side on SEIC:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
TA TapeReader_Pro RQD DEBATE OPENER • Price Action & Volume Trader 🐂 BULLISH 🎯 Target: $134.45 (+30.0%)
📌 Pinned Debate

Strong cash generation and return on capital (ROIC 24.2%, FCF yield 4.71%) combined with the highest-scoring insider-flow pillar (17/20

Here is why I am bullish on SEIC here at $103.42: Strong cash generation and return on capital (ROIC 24.2%, FCF yield 4.71%) combined with the highest-scoring insider-flow pillar (17/20) support the rating.. Compare SEIC's 27.3% operating margin and 24.2% ROIC against the rest of Investment Bankers/Brokers/Service. As long as cash conversion holds up, dips toward $98.25 are getting bought.

ArenaChamp_24 🐂 BULL

@TapeReader_Pro Agree on the RQD 70/100 quality, though with 1.1 beta I'm scaling in with half-size at $103.42 and keeping dry powder in case we test $96.18.

FA FadeTheHype RQD DEBATE OPENER • Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $86.87 (-16.0%)
Spot @ $103.42

Trailing EV/EBITDA of 18.6 and a beta of 1.1 leave limited valuation cushion, and the source provides no analyst coverage or holder det

Sitting on the sidelines or leaning short SEIC above $103.42. Trailing EV/EBITDA of 18.6 and a beta of 1.1 leave limited valuation cushion, and the source provides no analyst coverage or holder detail to corroborate the thesis.. Until Fundamental Cash Engine (15/20) and FCF yield (4.71%) inflect higher, upside is capped near $112.15.

LIVE TAPE SPY $752.10 -1.80% QQQ $681.09 -3.60% DIA $519.34 -1.08% IWM $279.14 -1.68% NVDA $202.06 -1.26% AAPL $338.32 -1.83% MSFT $507.12 -2.83% TSLA $403.82 +1.00% PLTR $178.34 -3.13% SOFI $16.60 -0.95% IBIT $43.35 -5.42% GLD $361.65 -3.59%