SEI INVESTMENTS CO (SEIC)

SEI Investments Co. engages in the provision of investment processing, investment management and investment operations platforms. It operates through the following business segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. The Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide. The Investment Advisors segment offers investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners and other investment professionals. The Institutional Investors segment delivers investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems and not-for-profit organizations worldwide. The Investment Managers segment gives investment operations outsourcing platforms to fund companies, banking institutions and both traditional and non-traditional investment managers worldwide. The Investments in New Businesses segment focuses on the provision of investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice platforms, entering new markets and conducting other research and development activities. The company was founded by Alfred P. West, Jr. in 1968 and is headquartered in Oaks, PA.

Address

1 FREEDOM VALLEY DRIVE
OAKS, PA 19456-1100

Founded

1968

Number of Employees

5,089

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s )
$278,396 $289,568 $294,387 $248,089 $404,697 $348,357 $424,669 $411,482 $338,420 $309,041 $166,213 $319,393
Average Price $35.29 $48.66 $44.60 $56.36 $60.02 $55.96 $53.04 $61.00 $57.22 $59.00 $67.68 $53.09
# Shares Purchased 7,889,000 5,951,000 6,600,000 4,402,000 6,743,000 6,225,000 8,007,000 6,746,000 5,914,000 5,238,000 2,456,000 6,015,545
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date 87.0% 35.6% 48.0% 17.1% 10.0% 17.9% 24.4% 8.2% 15.3% 11.9% -2.5% 24.3%
S&P 500 Return to Date 181.9% 173.0% 168.6% 129.7% 104.9% 93.1% 74.8% 31.7% 37.3% 31.3% 7.4% 94.0%
Excess Total Return -94.8% -137.3% -120.6% -112.6% -94.9% -75.2% -50.4% -23.4% -21.9% -19.5% -9.9% -69.7%
Quartile Rank
Percentile Rank 55% 44% 47% 44% 41% 45% 43% 53% 60% 51% 36% 58%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.

Insider Transactions

Filters

Keyboard Shortcuts: Show (a) | Close (Esc)