SEI Investments share price today
SEI Investments Company · SEIC · Financials · Asset Management · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists
SEI Investments share price: $108.62 at the close on 4 November 2026, +31.0% in a year.
SEI Investments Company's results are improving, and its P/BV is near the top of its own history, higher than 99% of past readings.
The main question: results are strong, and the P/BV is higher than 99% of its own history.
The price has been rising for 21 weeks, and the P/BV is higher than 99% of its own last 5.3 years. Over the last four quarters, results have been improving, with profit +2.5% on a year earlier, with the net margin at 25.4%. What will decide it: whether earnings grow enough to match the multiple.
What is the SEI Investments share price today?
SEI Investments Company's share price was $108.62 at the close on 4 November 2026. It has been rising for 21 weeks. That is 16.5% above its average price over the last 200 trading days. In the last 52 weeks it traded between $76 and $112, and at that close it sat 92% of the way up from that low.
A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today SEI Investments Company is in stage 2. The phase helps read everything below.
Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 1 week in a row.
1Y
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
- Price $108.62
- 50-day avg $105.77
- 200-day avg $93.24
| Week | Price | 50-day avg | 200-day avg |
|---|---|---|---|
| 31 Oct 2025 | $80.61 | $85.18 | $83.39 |
| 7 Nov 2025 | $82.92 | $84.40 | $83.35 |
| 14 Nov 2025 | $81.57 | $83.87 | $83.31 |
| 21 Nov 2025 | $80.04 | $83.05 | $83.12 |
| 28 Nov 2025 | $80.86 | $82.54 | $83.06 |
| 5 Dec 2025 | $81.10 | $81.99 | $83.01 |
| 12 Dec 2025 | $83.00 | $81.73 | $83.08 |
| 19 Dec 2025 | $83.44 | $81.54 | $83.21 |
| 26 Dec 2025 | $84.85 | $81.76 | $83.42 |
| 2 Jan 2026 | $83.01 | $81.89 | $83.60 |
| 9 Jan 2026 | $86.77 | $82.43 | $83.87 |
| 16 Jan 2026 | $86.01 | $82.91 | $84.07 |
| 23 Jan 2026 | $85.20 | $83.12 | $84.34 |
| 30 Jan 2026 | $87.85 | $83.56 | $84.71 |
| 6 Feb 2026 | $84.45 | $84.22 | $85.06 |
| 13 Feb 2026 | $78.63 | $84.26 | $85.15 |
| 20 Feb 2026 | $81.39 | $84.22 | $85.18 |
| 27 Feb 2026 | $81.32 | $84.07 | $85.17 |
| 6 Mar 2026 | $81.44 | $83.93 | $85.11 |
| 13 Mar 2026 | $79.89 | $83.45 | $84.99 |
| 20 Mar 2026 | $77.79 | $82.71 | $84.81 |
| 27 Mar 2026 | $75.72 | $81.84 | $84.62 |
| 2 Apr 2026 | $77.01 | $81.21 | $84.51 |
| 10 Apr 2026 | $76.98 | $80.32 | $84.32 |
| 17 Apr 2026 | $79.79 | $79.57 | $84.07 |
| 24 Apr 2026 | $88.84 | $79.83 | $83.90 |
| 1 May 2026 | $90.22 | $80.98 | $83.86 |
| 8 May 2026 | $91.18 | $81.95 | $83.84 |
| 15 May 2026 | $90.58 | $82.91 | $83.91 |
| 22 May 2026 | $90.53 | $83.96 | $83.98 |
| 29 May 2026 | $87.88 | $84.81 | $84.02 |
| 5 Jun 2026 | $89.42 | $85.84 | $84.01 |
| 12 Jun 2026 | $89.40 | $87.01 | $84.00 |
| 18 Jun 2026 | $89.44 | $88.10 | $84.03 |
| 26 Jun 2026 | $87.25 | $89.15 | $84.06 |
| 2 Jul 2026 | $91.43 | $89.80 | $84.10 |
| 10 Jul 2026 | $95.45 | $90.36 | $84.31 |
| 17 Jul 2026 | $99.25 | $91.06 | $84.61 |
| 24 Jul 2026 | $99.22 | $91.77 | $84.95 |
| 31 Jul 2026 | $102.98 | $92.89 | $85.43 |
| 7 Aug 2026 | $104.70 | $94.33 | $86.00 |
| 14 Aug 2026 | $106.38 | $96.09 | $86.59 |
| 21 Aug 2026 | $109.53 | $97.92 | $87.25 |
| 28 Aug 2026 | $111.63 | $100.05 | $87.96 |
| 4 Sep 2026 | $110.39 | $102.14 | $88.67 |
| 11 Sep 2026 | $106.93 | $103.70 | $89.24 |
| 18 Sep 2026 | $105.20 | $104.79 | $89.86 |
| 25 Sep 2026 | $105.65 | $105.58 | $90.47 |
| 2 Oct 2026 | $102.43 | $106.09 | $90.99 |
| 9 Oct 2026 | $104.70 | $106.21 | $91.48 |
| 16 Oct 2026 | $104.40 | $106.29 | $91.99 |
| 23 Oct 2026 | $102.30 | $106.32 | $92.49 |
| 30 Oct 2026 | $103.42 | $105.99 | $92.92 |
| 4 Nov 2026 | $108.62 | $105.77 | $93.24 |
3Y
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
- Price $108.62
- 50-day avg $105.77
- 200-day avg $93.24
| Week | Price | 50-day avg | 200-day avg |
|---|---|---|---|
| 3 Nov 2023 | $56.02 | $58.52 | $59.34 |
| 10 Nov 2023 | $56.55 | $57.95 | $59.18 |
| 17 Nov 2023 | $57.99 | $57.60 | $59.05 |
| 24 Nov 2023 | $57.97 | $57.36 | $58.94 |
| 1 Dec 2023 | $59.88 | $57.09 | $58.84 |
| 8 Dec 2023 | $60.24 | $57.04 | $58.82 |
| 15 Dec 2023 | $62.00 | $57.35 | $58.86 |
| 22 Dec 2023 | $64.59 | $57.97 | $58.97 |
| 29 Dec 2023 | $63.55 | $58.57 | $59.13 |
| 5 Jan 2024 | $62.90 | $59.19 | $59.27 |
| 12 Jan 2024 | $63.70 | $60.15 | $59.47 |
| 19 Jan 2024 | $63.49 | $60.77 | $59.59 |
| 26 Jan 2024 | $63.90 | $61.57 | $59.77 |
| 2 Feb 2024 | $66.65 | $62.26 | $59.94 |
| 9 Feb 2024 | $66.65 | $63.09 | $60.13 |
| 16 Feb 2024 | $65.87 | $63.78 | $60.33 |
| 23 Feb 2024 | $67.29 | $64.31 | $60.49 |
| 1 Mar 2024 | $67.83 | $64.84 | $60.71 |
| 8 Mar 2024 | $69.06 | $65.28 | $60.98 |
| 15 Mar 2024 | $68.63 | $65.87 | $61.27 |
| 22 Mar 2024 | $70.08 | $66.55 | $61.57 |
| 28 Mar 2024 | $71.90 | $67.19 | $61.82 |
| 5 Apr 2024 | $70.64 | $67.86 | $62.11 |
| 12 Apr 2024 | $67.48 | $68.40 | $62.39 |
| 19 Apr 2024 | $66.13 | $68.43 | $62.57 |
| 26 Apr 2024 | $66.57 | $68.47 | $62.74 |
| 3 May 2024 | $67.27 | $68.49 | $62.84 |
| 10 May 2024 | $68.50 | $68.60 | $62.95 |
| 17 May 2024 | $68.33 | $68.58 | $63.09 |
| 24 May 2024 | $68.19 | $68.46 | $63.24 |
| 31 May 2024 | $67.71 | $68.30 | $63.35 |
| 7 Jun 2024 | $65.26 | $67.88 | $63.49 |
| 14 Jun 2024 | $64.43 | $67.29 | $63.58 |
| 21 Jun 2024 | $65.80 | $66.90 | $63.65 |
| 28 Jun 2024 | $64.69 | $66.71 | $63.76 |
| 5 Jul 2024 | $65.02 | $66.60 | $63.84 |
| 12 Jul 2024 | $67.32 | $66.53 | $63.96 |
| 19 Jul 2024 | $65.35 | $66.59 | $64.16 |
| 26 Jul 2024 | $66.88 | $66.43 | $64.38 |
| 2 Aug 2024 | $65.41 | $66.30 | $64.63 |
| 9 Aug 2024 | $65.08 | $65.97 | $64.84 |
| 16 Aug 2024 | $67.14 | $65.84 | $65.15 |
| 23 Aug 2024 | $67.37 | $66.01 | $65.45 |
| 30 Aug 2024 | $67.63 | $66.23 | $65.73 |
| 6 Sep 2024 | $65.40 | $66.29 | $65.89 |
| 13 Sep 2024 | $66.82 | $66.45 | $66.11 |
| 20 Sep 2024 | $68.10 | $66.73 | $66.34 |
| 27 Sep 2024 | $69.28 | $66.79 | $66.56 |
| 4 Oct 2024 | $69.48 | $67.10 | $66.75 |
| 11 Oct 2024 | $70.10 | $67.39 | $66.90 |
| 18 Oct 2024 | $73.35 | $68.21 | $67.13 |
| 25 Oct 2024 | $75.10 | $68.93 | $67.37 |
| 1 Nov 2024 | $75.81 | $69.81 | $67.69 |
| 8 Nov 2024 | $80.11 | $70.94 | $68.05 |
| 15 Nov 2024 | $80.23 | $72.36 | $68.46 |
| 22 Nov 2024 | $80.82 | $73.72 | $68.81 |
| 29 Nov 2024 | $82.63 | $74.85 | $69.13 |
| 6 Dec 2024 | $84.09 | $76.28 | $69.55 |
| 13 Dec 2024 | $85.83 | $77.91 | $70.00 |
| 20 Dec 2024 | $82.75 | $79.21 | $70.37 |
| 27 Dec 2024 | $83.36 | $80.20 | $70.66 |
| 3 Jan 2025 | $81.90 | $80.98 | $70.93 |
| 10 Jan 2025 | $79.00 | $81.53 | $71.14 |
| 17 Jan 2025 | $83.48 | $82.12 | $71.41 |
| 24 Jan 2025 | $84.88 | $82.52 | $71.68 |
| 31 Jan 2025 | $86.58 | $82.90 | $72.08 |
| 7 Feb 2025 | $85.30 | $83.48 | $72.57 |
| 14 Feb 2025 | $82.28 | $83.54 | $72.98 |
| 21 Feb 2025 | $80.25 | $83.45 | $73.29 |
| 28 Feb 2025 | $80.05 | $82.86 | $73.57 |
| 7 Mar 2025 | $75.77 | $82.22 | $73.79 |
| 14 Mar 2025 | $73.98 | $81.23 | $73.93 |
| 21 Mar 2025 | $75.84 | $80.60 | $74.14 |
| 28 Mar 2025 | $77.11 | $80.34 | $74.43 |
| 4 Apr 2025 | $69.02 | $79.47 | $74.68 |
| 11 Apr 2025 | $72.38 | $78.05 | $74.79 |
| 17 Apr 2025 | $71.66 | $76.95 | $74.95 |
| 25 Apr 2025 | $78.59 | $75.97 | $75.18 |
| 2 May 2025 | $79.99 | $75.56 | $75.45 |
| 9 May 2025 | $81.54 | $75.65 | $75.79 |
| 16 May 2025 | $85.38 | $76.31 | $76.23 |
| 23 May 2025 | $83.92 | $77.37 | $76.71 |
| 30 May 2025 | $85.26 | $78.20 | $77.12 |
| 6 Jun 2025 | $85.64 | $79.00 | $77.59 |
| 13 Jun 2025 | $82.99 | $79.62 | $78.01 |
| 20 Jun 2025 | $83.22 | $80.77 | $78.33 |
| 27 Jun 2025 | $89.56 | $82.24 | $78.85 |
| 3 Jul 2025 | $93.10 | $83.87 | $79.35 |
| 11 Jul 2025 | $92.33 | $85.43 | $79.97 |
| 18 Jul 2025 | $92.82 | $86.74 | $80.56 |
| 25 Jul 2025 | $89.99 | $87.55 | $81.08 |
| 1 Aug 2025 | $86.45 | $87.86 | $81.53 |
| 8 Aug 2025 | $87.50 | $88.17 | $81.91 |
| 15 Aug 2025 | $88.19 | $88.49 | $82.30 |
| 22 Aug 2025 | $90.15 | $88.91 | $82.62 |
| 29 Aug 2025 | $88.28 | $89.49 | $82.89 |
| 5 Sep 2025 | $87.17 | $89.72 | $83.03 |
| 12 Sep 2025 | $86.50 | $89.38 | $83.21 |
| 19 Sep 2025 | $86.72 | $88.76 | $83.33 |
| 26 Sep 2025 | $85.70 | $88.12 | $83.40 |
| 3 Oct 2025 | $85.62 | $87.54 | $83.39 |
| 10 Oct 2025 | $81.22 | $87.06 | $83.41 |
| 17 Oct 2025 | $80.79 | $86.50 | $83.37 |
| 24 Oct 2025 | $81.91 | $85.88 | $83.37 |
| 31 Oct 2025 | $80.61 | $85.18 | $83.39 |
| 7 Nov 2025 | $82.92 | $84.40 | $83.35 |
| 14 Nov 2025 | $81.57 | $83.87 | $83.31 |
| 21 Nov 2025 | $80.04 | $83.05 | $83.12 |
| 28 Nov 2025 | $80.86 | $82.54 | $83.06 |
| 5 Dec 2025 | $81.10 | $81.99 | $83.01 |
| 12 Dec 2025 | $83.00 | $81.73 | $83.08 |
| 19 Dec 2025 | $83.44 | $81.54 | $83.21 |
| 26 Dec 2025 | $84.85 | $81.76 | $83.42 |
| 2 Jan 2026 | $83.01 | $81.89 | $83.60 |
| 9 Jan 2026 | $86.77 | $82.43 | $83.87 |
| 16 Jan 2026 | $86.01 | $82.91 | $84.07 |
| 23 Jan 2026 | $85.20 | $83.12 | $84.34 |
| 30 Jan 2026 | $87.85 | $83.56 | $84.71 |
| 6 Feb 2026 | $84.45 | $84.22 | $85.06 |
| 13 Feb 2026 | $78.63 | $84.26 | $85.15 |
| 20 Feb 2026 | $81.39 | $84.22 | $85.18 |
| 27 Feb 2026 | $81.32 | $84.07 | $85.17 |
| 6 Mar 2026 | $81.44 | $83.93 | $85.11 |
| 13 Mar 2026 | $79.89 | $83.45 | $84.99 |
| 20 Mar 2026 | $77.79 | $82.71 | $84.81 |
| 27 Mar 2026 | $75.72 | $81.84 | $84.62 |
| 2 Apr 2026 | $77.01 | $81.21 | $84.51 |
| 10 Apr 2026 | $76.98 | $80.32 | $84.32 |
| 17 Apr 2026 | $79.79 | $79.57 | $84.07 |
| 24 Apr 2026 | $88.84 | $79.83 | $83.90 |
| 1 May 2026 | $90.22 | $80.98 | $83.86 |
| 8 May 2026 | $91.18 | $81.95 | $83.84 |
| 15 May 2026 | $90.58 | $82.91 | $83.91 |
| 22 May 2026 | $90.53 | $83.96 | $83.98 |
| 29 May 2026 | $87.88 | $84.81 | $84.02 |
| 5 Jun 2026 | $89.42 | $85.84 | $84.01 |
| 12 Jun 2026 | $89.40 | $87.01 | $84.00 |
| 18 Jun 2026 | $89.44 | $88.10 | $84.03 |
| 26 Jun 2026 | $87.25 | $89.15 | $84.06 |
| 2 Jul 2026 | $91.43 | $89.80 | $84.10 |
| 10 Jul 2026 | $95.45 | $90.36 | $84.31 |
| 17 Jul 2026 | $99.25 | $91.06 | $84.61 |
| 24 Jul 2026 | $99.22 | $91.77 | $84.95 |
| 31 Jul 2026 | $102.98 | $92.89 | $85.43 |
| 7 Aug 2026 | $104.70 | $94.33 | $86.00 |
| 14 Aug 2026 | $106.38 | $96.09 | $86.59 |
| 21 Aug 2026 | $109.53 | $97.92 | $87.25 |
| 28 Aug 2026 | $111.63 | $100.05 | $87.96 |
| 4 Sep 2026 | $110.39 | $102.14 | $88.67 |
| 11 Sep 2026 | $106.93 | $103.70 | $89.24 |
| 18 Sep 2026 | $105.20 | $104.79 | $89.86 |
| 25 Sep 2026 | $105.65 | $105.58 | $90.47 |
| 2 Oct 2026 | $102.43 | $106.09 | $90.99 |
| 9 Oct 2026 | $104.70 | $106.21 | $91.48 |
| 16 Oct 2026 | $104.40 | $106.29 | $91.99 |
| 23 Oct 2026 | $102.30 | $106.32 | $92.49 |
| 30 Oct 2026 | $103.42 | $105.99 | $92.92 |
| 4 Nov 2026 | $108.62 | $105.77 | $93.24 |
5Y
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
- Price $108.62
- 50-day avg $105.77
- 200-day avg $93.24
| Week | Price | 50-day avg | 200-day avg |
|---|---|---|---|
| 29 Oct 2021 | $63.04 | $60.91 | $60.77 |
| 12 Nov 2021 | $64.68 | $61.26 | $61.07 |
| 26 Nov 2021 | $60.92 | $61.94 | $61.42 |
| 10 Dec 2021 | $60.46 | $62.19 | $61.57 |
| 23 Dec 2021 | $60.78 | $62.41 | $61.68 |
| 7 Jan 2022 | $63.33 | $62.30 | $61.78 |
| 21 Jan 2022 | $57.73 | $61.94 | $61.77 |
| 4 Feb 2022 | $59.56 | $60.75 | $61.57 |
| 18 Feb 2022 | $59.07 | $60.53 | $61.50 |
| 4 Mar 2022 | $57.98 | $60.00 | $61.30 |
| 18 Mar 2022 | $60.09 | $59.14 | $61.01 |
| 1 Apr 2022 | $61.18 | $58.80 | $60.88 |
| 14 Apr 2022 | $57.61 | $58.90 | $60.74 |
| 29 Apr 2022 | $55.72 | $58.41 | $60.52 |
| 13 May 2022 | $54.84 | $57.87 | $60.24 |
| 27 May 2022 | $58.45 | $57.62 | $59.96 |
| 10 Jun 2022 | $54.99 | $57.08 | $59.78 |
| 24 Jun 2022 | $55.38 | $55.95 | $59.38 |
| 8 Jul 2022 | $54.64 | $55.37 | $59.17 |
| 22 Jul 2022 | $54.39 | $54.80 | $58.85 |
| 5 Aug 2022 | $55.63 | $54.78 | $58.57 |
| 19 Aug 2022 | $57.70 | $54.74 | $58.28 |
| 2 Sep 2022 | $53.85 | $55.10 | $57.83 |
| 16 Sep 2022 | $53.63 | $55.25 | $57.49 |
| 30 Sep 2022 | $49.05 | $54.86 | $57.03 |
| 14 Oct 2022 | $47.71 | $53.77 | $56.44 |
| 28 Oct 2022 | $53.72 | $52.23 | $55.79 |
| 11 Nov 2022 | $61.57 | $52.34 | $55.62 |
| 25 Nov 2022 | $62.56 | $53.41 | $55.71 |
| 9 Dec 2022 | $60.67 | $55.36 | $55.85 |
| 23 Dec 2022 | $58.07 | $57.29 | $55.94 |
| 6 Jan 2023 | $61.16 | $58.97 | $55.95 |
| 20 Jan 2023 | $62.07 | $60.40 | $55.99 |
| 3 Feb 2023 | $63.97 | $60.99 | $56.21 |
| 17 Feb 2023 | $61.40 | $61.08 | $56.49 |
| 3 Mar 2023 | $60.57 | $61.08 | $56.72 |
| 17 Mar 2023 | $55.14 | $60.78 | $56.75 |
| 31 Mar 2023 | $57.55 | $59.75 | $56.73 |
| 14 Apr 2023 | $58.09 | $58.81 | $56.90 |
| 28 Apr 2023 | $58.91 | $57.86 | $57.12 |
| 12 May 2023 | $58.76 | $57.51 | $57.37 |
| 26 May 2023 | $57.43 | $57.57 | $57.48 |
| 9 Jun 2023 | $58.84 | $58.01 | $57.50 |
| 23 Jun 2023 | $56.98 | $58.28 | $57.67 |
| 7 Jul 2023 | $59.19 | $58.37 | $57.83 |
| 21 Jul 2023 | $63.87 | $59.11 | $58.38 |
| 4 Aug 2023 | $61.69 | $60.06 | $59.06 |
| 18 Aug 2023 | $61.24 | $60.84 | $59.64 |
| 1 Sep 2023 | $62.01 | $61.39 | $59.88 |
| 15 Sep 2023 | $60.97 | $61.79 | $59.86 |
| 29 Sep 2023 | $60.23 | $61.59 | $59.81 |
| 13 Oct 2023 | $56.42 | $60.51 | $59.75 |
| 27 Oct 2023 | $53.26 | $59.18 | $59.52 |
| 10 Nov 2023 | $56.55 | $57.95 | $59.18 |
| 24 Nov 2023 | $57.97 | $57.36 | $58.94 |
| 8 Dec 2023 | $60.24 | $57.04 | $58.82 |
| 22 Dec 2023 | $64.59 | $57.97 | $58.97 |
| 5 Jan 2024 | $62.90 | $59.19 | $59.27 |
| 19 Jan 2024 | $63.49 | $60.77 | $59.59 |
| 2 Feb 2024 | $66.65 | $62.26 | $59.94 |
| 16 Feb 2024 | $65.87 | $63.78 | $60.33 |
| 1 Mar 2024 | $67.83 | $64.84 | $60.71 |
| 15 Mar 2024 | $68.63 | $65.87 | $61.27 |
| 28 Mar 2024 | $71.90 | $67.19 | $61.82 |
| 12 Apr 2024 | $67.48 | $68.40 | $62.39 |
| 26 Apr 2024 | $66.57 | $68.47 | $62.74 |
| 10 May 2024 | $68.50 | $68.60 | $62.95 |
| 24 May 2024 | $68.19 | $68.46 | $63.24 |
| 7 Jun 2024 | $65.26 | $67.88 | $63.49 |
| 21 Jun 2024 | $65.80 | $66.90 | $63.65 |
| 5 Jul 2024 | $65.02 | $66.60 | $63.84 |
| 19 Jul 2024 | $65.35 | $66.59 | $64.16 |
| 2 Aug 2024 | $65.41 | $66.30 | $64.63 |
| 16 Aug 2024 | $67.14 | $65.84 | $65.15 |
| 30 Aug 2024 | $67.63 | $66.23 | $65.73 |
| 13 Sep 2024 | $66.82 | $66.45 | $66.11 |
| 27 Sep 2024 | $69.28 | $66.79 | $66.56 |
| 11 Oct 2024 | $70.10 | $67.39 | $66.90 |
| 25 Oct 2024 | $75.10 | $68.93 | $67.37 |
| 8 Nov 2024 | $80.11 | $70.94 | $68.05 |
| 22 Nov 2024 | $80.82 | $73.72 | $68.81 |
| 6 Dec 2024 | $84.09 | $76.28 | $69.55 |
| 20 Dec 2024 | $82.75 | $79.21 | $70.37 |
| 3 Jan 2025 | $81.90 | $80.98 | $70.93 |
| 17 Jan 2025 | $83.48 | $82.12 | $71.41 |
| 31 Jan 2025 | $86.58 | $82.90 | $72.08 |
| 14 Feb 2025 | $82.28 | $83.54 | $72.98 |
| 28 Feb 2025 | $80.05 | $82.86 | $73.57 |
| 14 Mar 2025 | $73.98 | $81.23 | $73.93 |
| 28 Mar 2025 | $77.11 | $80.34 | $74.43 |
| 11 Apr 2025 | $72.38 | $78.05 | $74.79 |
| 25 Apr 2025 | $78.59 | $75.97 | $75.18 |
| 9 May 2025 | $81.54 | $75.65 | $75.79 |
| 23 May 2025 | $83.92 | $77.37 | $76.71 |
| 6 Jun 2025 | $85.64 | $79.00 | $77.59 |
| 20 Jun 2025 | $83.22 | $80.77 | $78.33 |
| 3 Jul 2025 | $93.10 | $83.87 | $79.35 |
| 18 Jul 2025 | $92.82 | $86.74 | $80.56 |
| 1 Aug 2025 | $86.45 | $87.86 | $81.53 |
| 15 Aug 2025 | $88.19 | $88.49 | $82.30 |
| 29 Aug 2025 | $88.28 | $89.49 | $82.89 |
| 12 Sep 2025 | $86.50 | $89.38 | $83.21 |
| 26 Sep 2025 | $85.70 | $88.12 | $83.40 |
| 10 Oct 2025 | $81.22 | $87.06 | $83.41 |
| 24 Oct 2025 | $81.91 | $85.88 | $83.37 |
| 7 Nov 2025 | $82.92 | $84.40 | $83.35 |
| 21 Nov 2025 | $80.04 | $83.05 | $83.12 |
| 5 Dec 2025 | $81.10 | $81.99 | $83.01 |
| 19 Dec 2025 | $83.44 | $81.54 | $83.21 |
| 2 Jan 2026 | $83.01 | $81.89 | $83.60 |
| 16 Jan 2026 | $86.01 | $82.91 | $84.07 |
| 30 Jan 2026 | $87.85 | $83.56 | $84.71 |
| 13 Feb 2026 | $78.63 | $84.26 | $85.15 |
| 27 Feb 2026 | $81.32 | $84.07 | $85.17 |
| 13 Mar 2026 | $79.89 | $83.45 | $84.99 |
| 27 Mar 2026 | $75.72 | $81.84 | $84.62 |
| 10 Apr 2026 | $76.98 | $80.32 | $84.32 |
| 24 Apr 2026 | $88.84 | $79.83 | $83.90 |
| 8 May 2026 | $91.18 | $81.95 | $83.84 |
| 22 May 2026 | $90.53 | $83.96 | $83.98 |
| 5 Jun 2026 | $89.42 | $85.84 | $84.01 |
| 18 Jun 2026 | $89.44 | $88.10 | $84.03 |
| 2 Jul 2026 | $91.43 | $89.80 | $84.10 |
| 17 Jul 2026 | $99.25 | $91.06 | $84.61 |
| 31 Jul 2026 | $102.98 | $92.89 | $85.43 |
| 14 Aug 2026 | $106.38 | $96.09 | $86.59 |
| 28 Aug 2026 | $111.63 | $100.05 | $87.96 |
| 11 Sep 2026 | $106.93 | $103.70 | $89.24 |
| 25 Sep 2026 | $105.65 | $105.58 | $90.47 |
| 9 Oct 2026 | $104.70 | $106.21 | $91.48 |
| 23 Oct 2026 | $102.30 | $106.32 | $92.49 |
| 4 Nov 2026 | $108.62 | $105.77 | $93.24 |
10Y
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
- Price $108.62
- 50-day avg $105.77
- 200-day avg $93.24
| Week | Price | 50-day avg | 200-day avg |
|---|---|---|---|
| 28 Oct 2016 | $44.33 | $45.35 | – |
| 18 Nov 2016 | $47.68 | $45.20 | – |
| 9 Dec 2016 | $50.04 | $45.99 | – |
| 30 Dec 2016 | $49.36 | $47.29 | – |
| 20 Jan 2017 | $50.23 | $48.88 | – |
| 10 Feb 2017 | $49.62 | $49.58 | – |
| 3 Mar 2017 | $51.32 | $50.06 | – |
| 24 Mar 2017 | $50.35 | $50.45 | – |
| 13 Apr 2017 | $51.33 | $50.61 | – |
| 5 May 2017 | $51.41 | $51.05 | $48.27 |
| 26 May 2017 | $50.15 | $50.82 | $48.53 |
| 16 Jun 2017 | $54.26 | $51.22 | $48.94 |
| 7 Jul 2017 | $54.08 | $51.87 | $49.51 |
| 28 Jul 2017 | $56.14 | $53.31 | $50.29 |
| 18 Aug 2017 | $55.82 | $55.00 | $51.15 |
| 8 Sep 2017 | $56.18 | $55.99 | $51.94 |
| 29 Sep 2017 | $61.06 | $57.25 | $52.72 |
| 20 Oct 2017 | $63.70 | $59.32 | $53.74 |
| 10 Nov 2017 | $64.68 | $61.60 | $54.77 |
| 1 Dec 2017 | $70.19 | $64.53 | $56.08 |
| 22 Dec 2017 | $72.01 | $67.29 | $57.60 |
| 12 Jan 2018 | $76.65 | $69.84 | $59.04 |
| 2 Feb 2018 | $74.26 | $72.87 | $60.81 |
| 23 Feb 2018 | $73.49 | $73.53 | $62.30 |
| 16 Mar 2018 | $76.62 | $74.50 | $64.14 |
| 6 Apr 2018 | $72.78 | $74.20 | $65.68 |
| 27 Apr 2018 | $63.46 | $73.06 | $66.86 |
| 18 May 2018 | $65.15 | $70.01 | $67.42 |
| 8 Jun 2018 | $66.75 | $67.14 | $68.06 |
| 29 Jun 2018 | $62.52 | $64.97 | $68.66 |
| 20 Jul 2018 | $60.87 | $64.67 | $68.93 |
| 10 Aug 2018 | $59.52 | $63.34 | $68.71 |
| 31 Aug 2018 | $63.08 | $62.02 | $68.48 |
| 21 Sep 2018 | $61.74 | $61.77 | $68.07 |
| 12 Oct 2018 | $54.94 | $61.06 | $67.17 |
| 2 Nov 2018 | $54.29 | $59.10 | $65.63 |
| 23 Nov 2018 | $52.62 | $56.63 | $64.18 |
| 14 Dec 2018 | $48.41 | $53.70 | $62.67 |
| 4 Jan 2019 | $46.01 | $50.84 | $60.70 |
| 25 Jan 2019 | $49.30 | $49.18 | $58.87 |
| 15 Feb 2019 | $52.17 | $48.02 | $57.47 |
| 8 Mar 2019 | $50.12 | $49.25 | $56.65 |
| 29 Mar 2019 | $52.25 | $50.84 | $55.60 |
| 18 Apr 2019 | $58.34 | $52.82 | $55.00 |
| 10 May 2019 | $52.93 | $53.60 | $54.31 |
| 31 May 2019 | $50.25 | $53.53 | $53.71 |
| 21 Jun 2019 | $54.41 | $53.65 | $53.09 |
| 12 Jul 2019 | $56.88 | $53.57 | $52.61 |
| 2 Aug 2019 | $57.67 | $55.31 | $52.55 |
| 23 Aug 2019 | $55.38 | $56.59 | $52.77 |
| 13 Sep 2019 | $60.63 | $57.51 | $53.07 |
| 4 Oct 2019 | $57.96 | $58.16 | $53.70 |
| 25 Oct 2019 | $59.60 | $58.35 | $54.67 |
| 15 Nov 2019 | $62.77 | $59.86 | $55.69 |
| 6 Dec 2019 | $64.39 | $60.90 | $56.58 |
| 27 Dec 2019 | $65.83 | $63.03 | $57.57 |
| 17 Jan 2020 | $65.26 | $64.62 | $58.50 |
| 7 Feb 2020 | $68.08 | $65.47 | $59.15 |
| 28 Feb 2020 | $54.71 | $65.90 | $60.05 |
| 20 Mar 2020 | $38.56 | $61.20 | $59.95 |
| 9 Apr 2020 | $50.93 | $55.72 | $59.33 |
| 1 May 2020 | $49.78 | $50.10 | $58.84 |
| 22 May 2020 | $51.35 | $48.12 | $58.29 |
| 12 Jun 2020 | $56.29 | $51.77 | $58.30 |
| 2 Jul 2020 | $54.24 | $53.58 | $58.02 |
| 24 Jul 2020 | $52.97 | $55.25 | $57.82 |
| 14 Aug 2020 | $53.23 | $55.00 | $57.35 |
| 4 Sep 2020 | $51.80 | $53.70 | $56.62 |
| 25 Sep 2020 | $51.03 | $52.36 | $55.67 |
| 16 Oct 2020 | $55.69 | $52.33 | $54.75 |
| 6 Nov 2020 | $52.70 | $52.07 | $53.75 |
| 27 Nov 2020 | $55.61 | $53.18 | $52.92 |
| 18 Dec 2020 | $56.16 | $54.50 | $52.45 |
| 8 Jan 2021 | $61.81 | $55.37 | $53.25 |
| 29 Jan 2021 | $52.85 | $57.08 | $54.07 |
| 19 Feb 2021 | $58.02 | $57.51 | $54.55 |
| 12 Mar 2021 | $60.29 | $58.03 | $55.05 |
| 1 Apr 2021 | $61.91 | $58.28 | $55.30 |
| 23 Apr 2021 | $57.85 | $59.94 | $55.84 |
| 14 May 2021 | $63.34 | $61.31 | $56.35 |
| 4 Jun 2021 | $64.45 | $62.18 | $57.06 |
| 25 Jun 2021 | $62.52 | $62.27 | $57.82 |
| 16 Jul 2021 | $61.56 | $62.48 | $58.63 |
| 6 Aug 2021 | $61.72 | $62.00 | $59.13 |
| 27 Aug 2021 | $63.15 | $61.56 | $59.88 |
| 17 Sep 2021 | $59.63 | $61.25 | $60.27 |
| 8 Oct 2021 | $59.95 | $60.69 | $60.52 |
| 29 Oct 2021 | $63.04 | $60.91 | $60.77 |
| 19 Nov 2021 | $63.41 | $61.67 | $61.29 |
| 10 Dec 2021 | $60.46 | $62.19 | $61.57 |
| 31 Dec 2021 | $60.94 | $62.40 | $61.71 |
| 21 Jan 2022 | $57.73 | $61.94 | $61.77 |
| 11 Feb 2022 | $59.36 | $60.68 | $61.57 |
| 4 Mar 2022 | $57.98 | $60.00 | $61.30 |
| 25 Mar 2022 | $60.49 | $58.82 | $60.92 |
| 14 Apr 2022 | $57.61 | $58.90 | $60.74 |
| 6 May 2022 | $55.49 | $58.25 | $60.40 |
| 27 May 2022 | $58.45 | $57.62 | $59.96 |
| 17 Jun 2022 | $52.11 | $56.32 | $59.53 |
| 8 Jul 2022 | $54.64 | $55.37 | $59.17 |
| 29 Jul 2022 | $55.36 | $54.77 | $58.72 |
| 19 Aug 2022 | $57.70 | $54.74 | $58.28 |
| 9 Sep 2022 | $56.59 | $55.14 | $57.66 |
| 30 Sep 2022 | $49.05 | $54.86 | $57.03 |
| 21 Oct 2022 | $48.00 | $53.00 | $56.11 |
| 11 Nov 2022 | $61.57 | $52.34 | $55.62 |
| 2 Dec 2022 | $63.16 | $54.34 | $55.77 |
| 23 Dec 2022 | $58.07 | $57.29 | $55.94 |
| 13 Jan 2023 | $62.07 | $59.83 | $55.97 |
| 3 Feb 2023 | $63.97 | $60.99 | $56.21 |
| 24 Feb 2023 | $59.75 | $61.01 | $56.57 |
| 17 Mar 2023 | $55.14 | $60.78 | $56.75 |
| 6 Apr 2023 | $56.78 | $59.29 | $56.82 |
| 28 Apr 2023 | $58.91 | $57.86 | $57.12 |
| 19 May 2023 | $57.92 | $57.37 | $57.44 |
| 9 Jun 2023 | $58.84 | $58.01 | $57.50 |
| 30 Jun 2023 | $59.62 | $58.30 | $57.73 |
| 21 Jul 2023 | $63.87 | $59.11 | $58.38 |
| 11 Aug 2023 | $61.84 | $60.55 | $59.40 |
| 1 Sep 2023 | $62.01 | $61.39 | $59.88 |
| 22 Sep 2023 | $60.25 | $61.85 | $59.83 |
| 13 Oct 2023 | $56.42 | $60.51 | $59.75 |
| 3 Nov 2023 | $56.02 | $58.52 | $59.34 |
| 24 Nov 2023 | $57.97 | $57.36 | $58.94 |
| 15 Dec 2023 | $62.00 | $57.35 | $58.86 |
| 5 Jan 2024 | $62.90 | $59.19 | $59.27 |
| 26 Jan 2024 | $63.90 | $61.57 | $59.77 |
| 16 Feb 2024 | $65.87 | $63.78 | $60.33 |
| 8 Mar 2024 | $69.06 | $65.28 | $60.98 |
| 28 Mar 2024 | $71.90 | $67.19 | $61.82 |
| 19 Apr 2024 | $66.13 | $68.43 | $62.57 |
| 10 May 2024 | $68.50 | $68.60 | $62.95 |
| 31 May 2024 | $67.71 | $68.30 | $63.35 |
| 21 Jun 2024 | $65.80 | $66.90 | $63.65 |
| 12 Jul 2024 | $67.32 | $66.53 | $63.96 |
| 2 Aug 2024 | $65.41 | $66.30 | $64.63 |
| 23 Aug 2024 | $67.37 | $66.01 | $65.45 |
| 13 Sep 2024 | $66.82 | $66.45 | $66.11 |
| 4 Oct 2024 | $69.48 | $67.10 | $66.75 |
| 25 Oct 2024 | $75.10 | $68.93 | $67.37 |
| 15 Nov 2024 | $80.23 | $72.36 | $68.46 |
| 6 Dec 2024 | $84.09 | $76.28 | $69.55 |
| 27 Dec 2024 | $83.36 | $80.20 | $70.66 |
| 17 Jan 2025 | $83.48 | $82.12 | $71.41 |
| 7 Feb 2025 | $85.30 | $83.48 | $72.57 |
| 28 Feb 2025 | $80.05 | $82.86 | $73.57 |
| 21 Mar 2025 | $75.84 | $80.60 | $74.14 |
| 11 Apr 2025 | $72.38 | $78.05 | $74.79 |
| 2 May 2025 | $79.99 | $75.56 | $75.45 |
| 23 May 2025 | $83.92 | $77.37 | $76.71 |
| 13 Jun 2025 | $82.99 | $79.62 | $78.01 |
| 3 Jul 2025 | $93.10 | $83.87 | $79.35 |
| 25 Jul 2025 | $89.99 | $87.55 | $81.08 |
| 15 Aug 2025 | $88.19 | $88.49 | $82.30 |
| 5 Sep 2025 | $87.17 | $89.72 | $83.03 |
| 26 Sep 2025 | $85.70 | $88.12 | $83.40 |
| 17 Oct 2025 | $80.79 | $86.50 | $83.37 |
| 7 Nov 2025 | $82.92 | $84.40 | $83.35 |
| 28 Nov 2025 | $80.86 | $82.54 | $83.06 |
| 19 Dec 2025 | $83.44 | $81.54 | $83.21 |
| 9 Jan 2026 | $86.77 | $82.43 | $83.87 |
| 30 Jan 2026 | $87.85 | $83.56 | $84.71 |
| 20 Feb 2026 | $81.39 | $84.22 | $85.18 |
| 13 Mar 2026 | $79.89 | $83.45 | $84.99 |
| 2 Apr 2026 | $77.01 | $81.21 | $84.51 |
| 24 Apr 2026 | $88.84 | $79.83 | $83.90 |
| 15 May 2026 | $90.58 | $82.91 | $83.91 |
| 5 Jun 2026 | $89.42 | $85.84 | $84.01 |
| 26 Jun 2026 | $87.25 | $89.15 | $84.06 |
| 17 Jul 2026 | $99.25 | $91.06 | $84.61 |
| 7 Aug 2026 | $104.70 | $94.33 | $86.00 |
| 28 Aug 2026 | $111.63 | $100.05 | $87.96 |
| 18 Sep 2026 | $105.20 | $104.79 | $89.86 |
| 9 Oct 2026 | $104.70 | $106.21 | $91.48 |
| 30 Oct 2026 | $103.42 | $105.99 | $92.92 |
| 4 Nov 2026 | $108.62 | $105.77 | $93.24 |
Price stage: Sideways from Oct 2025 to Jan 2026; Rising in Jan 2026; Sideways from Feb 2026 to Apr 2026; Sideways from Apr 2026 to Jun 2026; Rising from Jun 2026 to Nov 2026.
Price stage: Sideways in Nov 2023; Rising from Dec 2023 to Mar 2025; Sideways in Apr 2025; Rising from Apr 2025 to Oct 2025; Sideways from Oct 2025 to Jan 2026; Rising in Jan 2026; Sideways from Feb 2026 to Apr 2026; Sideways from Apr 2026 to Jun 2026; Rising from Jun 2026 to Nov 2026.
Price stage: Sideways from Oct 2021 to May 2022; Falling from May 2022 to Oct 2022; Sideways from Nov 2022 to Jun 2023; Rising from Jul 2023 to Sep 2023; Sideways from Oct 2023 to Nov 2023; Rising from Dec 2023 to Sep 2025; Sideways from Oct 2025 to Apr 2026; Sideways from Apr 2026 to Jun 2026; Rising from Jun 2026 to Nov 2026.
Price stage: Rising from Dec 2017 to Apr 2018; Sideways from Apr 2018 to Nov 2018; Falling from Nov 2018 to May 2019; Sideways from Jun 2019 to Oct 2019; Rising from Nov 2019 to Feb 2020; Sideways from Feb 2020 to Jul 2020; Falling from Aug 2020 to Nov 2020; Sideways from Nov 2020 to Apr 2021; Rising from May 2021 to Nov 2021; Sideways from Dec 2021 to May 2022; Falling from May 2022 to Oct 2022; Sideways from Nov 2022 to Apr 2023; Rising from May 2023 to Sep 2023; Sideways from Oct 2023 to Nov 2023; Rising from Dec 2023 to Sep 2025; Sideways from Oct 2025 to Nov 2025; Rising from Dec 2025 to Jan 2026; Sideways from Feb 2026 to Apr 2026; Sideways from Apr 2026 to Jun 2026; Rising from Jun 2026 to Nov 2026.
Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Ahead in 240 of 527 weeks
| Week | 13-week return vs S&P 500 |
|---|---|
| 8 Jul 2016 | no S&P 500 reading |
| 15 Jul 2016 | no S&P 500 reading |
| 22 Jul 2016 | no S&P 500 reading |
| 29 Jul 2016 | no S&P 500 reading |
| 5 Aug 2016 | no S&P 500 reading |
| 12 Aug 2016 | no S&P 500 reading |
| 19 Aug 2016 | no S&P 500 reading |
| 26 Aug 2016 | no S&P 500 reading |
| 2 Sep 2016 | no S&P 500 reading |
| 9 Sep 2016 | no S&P 500 reading |
| 16 Sep 2016 | no S&P 500 reading |
| 23 Sep 2016 | no S&P 500 reading |
| 30 Sep 2016 | no S&P 500 reading |
| 7 Oct 2016 | −10.0% |
| 14 Oct 2016 | −11.3% |
| 21 Oct 2016 | −9.6% |
| 28 Oct 2016 | +0.6% |
| 4 Nov 2016 | −2.1% |
| 11 Nov 2016 | −1.3% |
| 18 Nov 2016 | +3.8% |
| 25 Nov 2016 | +3.5% |
| 2 Dec 2016 | +1.5% |
| 9 Dec 2016 | +7.2% |
| 16 Dec 2016 | +1.4% |
| 23 Dec 2016 | +2.7% |
| 30 Dec 2016 | +4.9% |
| 6 Jan 2017 | +7.6% |
| 13 Jan 2017 | +10.4% |
| 20 Jan 2017 | +4.4% |
| 27 Jan 2017 | +2.9% |
| 3 Feb 2017 | +2.5% |
| 10 Feb 2017 | +2.8% |
| 17 Feb 2017 | −1.7% |
| 24 Feb 2017 | −1.8% |
| 3 Mar 2017 | +0.8% |
| 10 Mar 2017 | −1.7% |
| 17 Mar 2017 | +2.4% |
| 24 Mar 2017 | −1.7% |
| 31 Mar 2017 | −3.3% |
| 7 Apr 2017 | −3.4% |
| 13 Apr 2017 | −3.0% |
| 21 Apr 2017 | −3.7% |
| 28 Apr 2017 | −0.6% |
| 5 May 2017 | +0.2% |
| 12 May 2017 | −0.1% |
| 19 May 2017 | −2.2% |
| 26 May 2017 | −3.7% |
| 2 Jun 2017 | −2.2% |
| 9 Jun 2017 | −1.7% |
| 16 Jun 2017 | +1.5% |
| 23 Jun 2017 | +1.3% |
| 30 Jun 2017 | +4.1% |
| 7 Jul 2017 | +3.5% |
| 14 Jul 2017 | +3.1% |
| 21 Jul 2017 | +6.2% |
| 28 Jul 2017 | +7.0% |
| 4 Aug 2017 | +5.7% |
| 11 Aug 2017 | +6.7% |
| 18 Aug 2017 | +9.6% |
| 25 Aug 2017 | +12.8% |
| 1 Sep 2017 | +10.8% |
| 8 Sep 2017 | +6.7% |
| 15 Sep 2017 | +3.4% |
| 22 Sep 2017 | +10.0% |
| 29 Sep 2017 | +9.6% |
| 6 Oct 2017 | +11.0% |
| 13 Oct 2017 | +9.8% |
| 20 Oct 2017 | +10.0% |
| 27 Oct 2017 | +10.4% |
| 3 Nov 2017 | +11.4% |
| 10 Nov 2017 | +10.4% |
| 17 Nov 2017 | +14.0% |
| 24 Nov 2017 | +13.3% |
| 1 Dec 2017 | +14.9% |
| 8 Dec 2017 | +19.1% |
| 15 Dec 2017 | +17.4% |
| 22 Dec 2017 | +13.4% |
| 29 Dec 2017 | +11.5% |
| 5 Jan 2018 | +9.7% |
| 12 Jan 2018 | +11.9% |
| 19 Jan 2018 | +12.2% |
| 26 Jan 2018 | +8.7% |
| 2 Feb 2018 | +7.8% |
| 9 Feb 2018 | +7.5% |
| 16 Feb 2018 | +4.0% |
| 23 Feb 2018 | +1.8% |
| 2 Mar 2018 | +2.8% |
| 9 Mar 2018 | +3.0% |
| 16 Mar 2018 | +4.2% |
| 23 Mar 2018 | +4.4% |
| 29 Mar 2018 | +5.6% |
| 6 Apr 2018 | +3.9% |
| 13 Apr 2018 | −4.7% |
| 20 Apr 2018 | −4.1% |
| 27 Apr 2018 | −10.9% |
| 4 May 2018 | −12.5% |
| 11 May 2018 | −12.9% |
| 18 May 2018 | −11.0% |
| 25 May 2018 | −10.5% |
| 1 Jun 2018 | −12.5% |
| 8 Jun 2018 | −13.0% |
| 15 Jun 2018 | −15.0% |
| 22 Jun 2018 | −16.7% |
| 29 Jun 2018 | −19.6% |
| 6 Jul 2018 | −19.2% |
| 13 Jul 2018 | −13.1% |
| 20 Jul 2018 | −18.3% |
| 27 Jul 2018 | −10.4% |
| 3 Aug 2018 | −10.8% |
| 10 Aug 2018 | −11.3% |
| 17 Aug 2018 | −12.4% |
| 24 Aug 2018 | −10.0% |
| 31 Aug 2018 | −9.7% |
| 7 Sep 2018 | −11.1% |
| 14 Sep 2018 | −8.1% |
| 21 Sep 2018 | −11.5% |
| 28 Sep 2018 | −9.4% |
| 5 Oct 2018 | −10.1% |
| 12 Oct 2018 | −13.1% |
| 19 Oct 2018 | −9.1% |
| 26 Oct 2018 | −4.9% |
| 2 Nov 2018 | −5.0% |
| 9 Nov 2018 | −6.1% |
| 16 Nov 2018 | −5.2% |
| 23 Nov 2018 | −7.0% |
| 30 Nov 2018 | −9.8% |
| 7 Dec 2018 | −11.4% |
| 14 Dec 2018 | −13.7% |
| 21 Dec 2018 | −11.7% |
| 28 Dec 2018 | −10.7% |
| 4 Jan 2019 | −10.6% |
| 11 Jan 2019 | −9.1% |
| 18 Jan 2019 | −6.1% |
| 25 Jan 2019 | −8.8% |
| 1 Feb 2019 | −8.7% |
| 8 Feb 2019 | −7.3% |
| 15 Feb 2019 | −6.2% |
| 22 Feb 2019 | −6.0% |
| 1 Mar 2019 | −3.2% |
| 8 Mar 2019 | −2.7% |
| 15 Mar 2019 | +0.2% |
| 22 Mar 2019 | −0.7% |
| 29 Mar 2019 | +0.7% |
| 5 Apr 2019 | +6.1% |
| 12 Apr 2019 | +11.2% |
| 18 Apr 2019 | +9.4% |
| 26 Apr 2019 | −1.1% |
| 3 May 2019 | +0.2% |
| 10 May 2019 | +0.8% |
| 17 May 2019 | −4.6% |
| 24 May 2019 | −2.5% |
| 31 May 2019 | −3.2% |
| 7 Jun 2019 | +2.6% |
| 14 Jun 2019 | +0.1% |
| 21 Jun 2019 | +2.8% |
| 28 Jun 2019 | +3.6% |
| 5 Jul 2019 | −1.3% |
| 12 Jul 2019 | −4.5% |
| 19 Jul 2019 | −5.5% |
| 26 Jul 2019 | +10.1% |
| 2 Aug 2019 | +8.0% |
| 9 Aug 2019 | +7.4% |
| 16 Aug 2019 | +9.1% |
| 23 Aug 2019 | +5.7% |
| 30 Aug 2019 | +8.2% |
| 6 Sep 2019 | +5.7% |
| 13 Sep 2019 | +8.3% |
| 20 Sep 2019 | +7.3% |
| 27 Sep 2019 | +4.2% |
| 4 Oct 2019 | +3.7% |
| 11 Oct 2019 | +5.5% |
| 18 Oct 2019 | +3.5% |
| 25 Oct 2019 | −2.0% |
| 1 Nov 2019 | +1.3% |
| 8 Nov 2019 | +2.6% |
| 15 Nov 2019 | +3.0% |
| 22 Nov 2019 | +4.6% |
| 29 Nov 2019 | +4.7% |
| 6 Dec 2019 | +3.7% |
| 13 Dec 2019 | +3.1% |
| 20 Dec 2019 | +4.2% |
| 27 Dec 2019 | +2.4% |
| 3 Jan 2020 | +2.5% |
| 10 Jan 2020 | +0.5% |
| 17 Jan 2020 | −0.2% |
| 24 Jan 2020 | −2.1% |
| 31 Jan 2020 | +1.8% |
| 7 Feb 2020 | +1.5% |
| 14 Feb 2020 | +0.9% |
| 21 Feb 2020 | +1.2% |
| 28 Feb 2020 | −9.5% |
| 6 Mar 2020 | −8.6% |
| 13 Mar 2020 | −6.2% |
| 20 Mar 2020 | −13.0% |
| 27 Mar 2020 | −11.3% |
| 3 Apr 2020 | −9.1% |
| 9 Apr 2020 | −7.5% |
| 17 Apr 2020 | −9.4% |
| 24 Apr 2020 | −9.4% |
| 1 May 2020 | −11.6% |
| 8 May 2020 | −11.8% |
| 15 May 2020 | −10.7% |
| 22 May 2020 | −13.5% |
| 29 May 2020 | −3.6% |
| 5 Jun 2020 | +1.7% |
| 12 Jun 2020 | −4.2% |
| 19 Jun 2020 | +9.5% |
| 26 Jun 2020 | +1.2% |
| 2 Jul 2020 | −2.8% |
| 10 Jul 2020 | −5.7% |
| 17 Jul 2020 | +1.6% |
| 24 Jul 2020 | −4.9% |
| 31 Jul 2020 | −10.3% |
| 7 Aug 2020 | −11.8% |
| 14 Aug 2020 | −12.8% |
| 21 Aug 2020 | −14.1% |
| 28 Aug 2020 | −17.6% |
| 4 Sep 2020 | −21.4% |
| 11 Sep 2020 | −20.9% |
| 18 Sep 2020 | −17.3% |
| 25 Sep 2020 | −13.1% |
| 2 Oct 2020 | −11.5% |
| 9 Oct 2020 | −9.2% |
| 16 Oct 2020 | −10.5% |
| 23 Oct 2020 | −9.5% |
| 30 Oct 2020 | −6.1% |
| 6 Nov 2020 | −5.7% |
| 13 Nov 2020 | −2.8% |
| 20 Nov 2020 | +0.3% |
| 27 Nov 2020 | +1.3% |
| 4 Dec 2020 | +1.3% |
| 11 Dec 2020 | +2.8% |
| 18 Dec 2020 | +0.6% |
| 24 Dec 2020 | −1.5% |
| 31 Dec 2020 | −0.9% |
| 8 Jan 2021 | +2.1% |
| 15 Jan 2021 | −1.0% |
| 22 Jan 2021 | +3.4% |
| 29 Jan 2021 | −5.8% |
| 5 Feb 2021 | −4.6% |
| 12 Feb 2021 | −5.4% |
| 19 Feb 2021 | −3.0% |
| 26 Feb 2021 | −3.9% |
| 5 Mar 2021 | −0.1% |
| 12 Mar 2021 | −0.5% |
| 19 Mar 2021 | +2.8% |
| 26 Mar 2021 | +1.2% |
| 1 Apr 2021 | +0.6% |
| 9 Apr 2021 | −6.5% |
| 16 Apr 2021 | −5.2% |
| 23 Apr 2021 | −11.5% |
| 30 Apr 2021 | +3.5% |
| 7 May 2021 | +4.3% |
| 14 May 2021 | +4.2% |
| 21 May 2021 | +2.1% |
| 28 May 2021 | +2.9% |
| 4 Jun 2021 | −0.3% |
| 11 Jun 2021 | −3.7% |
| 18 Jun 2021 | −6.8% |
| 25 Jun 2021 | −5.8% |
| 2 Jul 2021 | −7.0% |
| 9 Jul 2021 | −6.8% |
| 16 Jul 2021 | −5.9% |
| 23 Jul 2021 | −0.5% |
| 30 Jul 2021 | −6.1% |
| 6 Aug 2021 | −7.3% |
| 13 Aug 2021 | −9.9% |
| 20 Aug 2021 | −9.7% |
| 27 Aug 2021 | −7.6% |
| 3 Sep 2021 | −11.0% |
| 10 Sep 2021 | −10.2% |
| 17 Sep 2021 | −8.0% |
| 24 Sep 2021 | −7.5% |
| 1 Oct 2021 | −4.8% |
| 8 Oct 2021 | −4.0% |
| 15 Oct 2021 | −3.3% |
| 22 Oct 2021 | +2.7% |
| 29 Oct 2021 | −1.0% |
| 5 Nov 2021 | −1.7% |
| 12 Nov 2021 | +0.3% |
| 19 Nov 2021 | −2.1% |
| 26 Nov 2021 | −5.5% |
| 3 Dec 2021 | −3.5% |
| 10 Dec 2021 | −3.9% |
| 17 Dec 2021 | −3.0% |
| 23 Dec 2021 | −5.3% |
| 31 Dec 2021 | −7.4% |
| 7 Jan 2022 | −0.8% |
| 14 Jan 2022 | −2.5% |
| 21 Jan 2022 | −6.8% |
| 28 Jan 2022 | −4.9% |
| 4 Feb 2022 | −3.2% |
| 11 Feb 2022 | −2.5% |
| 18 Feb 2022 | +0.5% |
| 25 Feb 2022 | +1.1% |
| 4 Mar 2022 | +1.5% |
| 11 Mar 2022 | +3.0% |
| 18 Mar 2022 | +3.0% |
| 25 Mar 2022 | +3.3% |
| 1 Apr 2022 | +5.0% |
| 8 Apr 2022 | −3.6% |
| 14 Apr 2022 | −2.2% |
| 22 Apr 2022 | +1.2% |
| 29 Apr 2022 | +3.5% |
| 6 May 2022 | +1.5% |
| 13 May 2022 | +1.2% |
| 20 May 2022 | +3.5% |
| 27 May 2022 | +4.6% |
| 3 Jun 2022 | +4.9% |
| 10 Jun 2022 | +5.8% |
| 17 Jun 2022 | +4.4% |
| 24 Jun 2022 | +5.4% |
| 1 Jul 2022 | +4.6% |
| 8 Jul 2022 | +6.5% |
| 15 Jul 2022 | +4.0% |
| 22 Jul 2022 | +2.9% |
| 29 Jul 2022 | −0.6% |
| 5 Aug 2022 | −0.3% |
| 12 Aug 2022 | −0.4% |
| 19 Aug 2022 | −3.6% |
| 26 Aug 2022 | −4.3% |
| 2 Sep 2022 | −2.5% |
| 9 Sep 2022 | −1.4% |
| 16 Sep 2022 | −2.5% |
| 23 Sep 2022 | −1.3% |
| 30 Sep 2022 | −3.4% |
| 7 Oct 2022 | −4.0% |
| 14 Oct 2022 | −2.8% |
| 21 Oct 2022 | −6.5% |
| 28 Oct 2022 | +2.6% |
| 4 Nov 2022 | +7.0% |
| 11 Nov 2022 | +12.6% |
| 18 Nov 2022 | +11.7% |
| 25 Nov 2022 | +15.5% |
| 2 Dec 2022 | +13.5% |
| 9 Dec 2022 | +10.5% |
| 16 Dec 2022 | +9.2% |
| 23 Dec 2022 | +8.6% |
| 30 Dec 2022 | +11.8% |
| 6 Jan 2023 | +18.3% |
| 13 Jan 2023 | +18.7% |
| 20 Jan 2023 | +23.5% |
| 27 Jan 2023 | +11.3% |
| 3 Feb 2023 | +7.8% |
| 10 Feb 2023 | −1.0% |
| 17 Feb 2023 | −2.0% |
| 24 Feb 2023 | −3.0% |
| 3 Mar 2023 | −3.4% |
| 10 Mar 2023 | −5.1% |
| 17 Mar 2023 | −7.1% |
| 24 Mar 2023 | −9.0% |
| 31 Mar 2023 | −8.3% |
| 6 Apr 2023 | −12.6% |
| 14 Apr 2023 | −9.9% |
| 21 Apr 2023 | −10.0% |
| 28 Apr 2023 | −7.6% |
| 5 May 2023 | −7.3% |
| 12 May 2023 | −6.7% |
| 19 May 2023 | −8.5% |
| 26 May 2023 | −9.8% |
| 2 Jun 2023 | −9.3% |
| 9 Jun 2023 | −7.1% |
| 16 Jun 2023 | −5.1% |
| 23 Jun 2023 | −5.5% |
| 30 Jun 2023 | −4.7% |
| 7 Jul 2023 | −2.9% |
| 14 Jul 2023 | −2.9% |
| 21 Jul 2023 | −0.4% |
| 28 Jul 2023 | −3.0% |
| 4 Aug 2023 | −4.3% |
| 11 Aug 2023 | −3.0% |
| 18 Aug 2023 | +1.5% |
| 25 Aug 2023 | +2.0% |
| 1 Sep 2023 | +0.5% |
| 8 Sep 2023 | +0.7% |
| 15 Sep 2023 | +1.9% |
| 22 Sep 2023 | +6.4% |
| 29 Sep 2023 | +4.6% |
| 6 Oct 2023 | +0.3% |
| 13 Oct 2023 | −4.4% |
| 20 Oct 2023 | −7.0% |
| 27 Oct 2023 | −5.2% |
| 3 Nov 2023 | −6.5% |
| 10 Nov 2023 | −7.4% |
| 17 Nov 2023 | −8.6% |
| 24 Nov 2023 | −8.9% |
| 1 Dec 2023 | −5.2% |
| 8 Dec 2023 | −5.1% |
| 15 Dec 2023 | −4.2% |
| 22 Dec 2023 | −2.8% |
| 29 Dec 2023 | −5.7% |
| 5 Jan 2024 | −0.8% |
| 12 Jan 2024 | +2.4% |
| 19 Jan 2024 | +0.9% |
| 26 Jan 2024 | +1.3% |
| 2 Feb 2024 | +5.3% |
| 9 Feb 2024 | +4.1% |
| 16 Feb 2024 | +2.8% |
| 23 Feb 2024 | +4.5% |
| 1 Mar 2024 | +1.6% |
| 8 Mar 2024 | +3.4% |
| 15 Mar 2024 | +2.1% |
| 22 Mar 2024 | −1.5% |
| 28 Mar 2024 | +3.1% |
| 5 Apr 2024 | +1.5% |
| 12 Apr 2024 | −1.2% |
| 19 Apr 2024 | +1.5% |
| 26 Apr 2024 | −0.1% |
| 3 May 2024 | −2.5% |
| 10 May 2024 | −1.1% |
| 17 May 2024 | −2.3% |
| 24 May 2024 | −2.9% |
| 31 May 2024 | −3.0% |
| 7 Jun 2024 | −9.9% |
| 14 Jun 2024 | −12.6% |
| 21 Jun 2024 | −10.6% |
| 28 Jun 2024 | −14.1% |
| 5 Jul 2024 | −14.9% |
| 12 Jul 2024 | −9.9% |
| 19 Jul 2024 | −12.1% |
| 26 Jul 2024 | −6.7% |
| 2 Aug 2024 | −7.0% |
| 9 Aug 2024 | −7.3% |
| 16 Aug 2024 | −6.4% |
| 23 Aug 2024 | −7.4% |
| 30 Aug 2024 | −7.0% |
| 6 Sep 2024 | −1.0% |
| 13 Sep 2024 | +0.2% |
| 20 Sep 2024 | −0.9% |
| 27 Sep 2024 | +2.1% |
| 4 Oct 2024 | +3.6% |
| 11 Oct 2024 | +0.6% |
| 18 Oct 2024 | +5.8% |
| 25 Oct 2024 | +5.9% |
| 1 Nov 2024 | +8.7% |
| 8 Nov 2024 | +10.9% |
| 15 Nov 2024 | +13.8% |
| 22 Nov 2024 | +14.0% |
| 29 Nov 2024 | +15.3% |
| 6 Dec 2024 | +16.1% |
| 13 Dec 2024 | +20.9% |
| 20 Dec 2024 | +17.5% |
| 27 Dec 2024 | +16.2% |
| 3 Jan 2025 | +14.6% |
| 10 Jan 2025 | +12.5% |
| 17 Jan 2025 | +11.6% |
| 24 Jan 2025 | +8.0% |
| 31 Jan 2025 | +8.8% |
| 7 Feb 2025 | +6.0% |
| 14 Feb 2025 | −1.5% |
| 21 Feb 2025 | −1.4% |
| 28 Feb 2025 | −1.7% |
| 7 Mar 2025 | −4.6% |
| 14 Mar 2025 | −7.0% |
| 21 Mar 2025 | −3.8% |
| 28 Mar 2025 | −0.9% |
| 4 Apr 2025 | −1.1% |
| 11 Apr 2025 | −0.4% |
| 17 Apr 2025 | −2.2% |
| 25 Apr 2025 | +2.0% |
| 2 May 2025 | −1.8% |
| 9 May 2025 | +1.7% |
| 16 May 2025 | +6.3% |
| 23 May 2025 | +8.0% |
| 30 May 2025 | +7.3% |
| 6 Jun 2025 | +9.0% |
| 13 Jun 2025 | +6.1% |
| 20 Jun 2025 | +4.4% |
| 27 Jun 2025 | +5.5% |
| 3 Jul 2025 | +11.1% |
| 11 Jul 2025 | +10.8% |
| 18 Jul 2025 | +10.3% |
| 25 Jul 2025 | −1.2% |
| 1 Aug 2025 | −1.6% |
| 8 Aug 2025 | −5.6% |
| 15 Aug 2025 | −5.0% |
| 22 Aug 2025 | −4.0% |
| 29 Aug 2025 | −5.9% |
| 5 Sep 2025 | −6.2% |
| 12 Sep 2025 | −5.9% |
| 19 Sep 2025 | −7.5% |
| 26 Sep 2025 | −11.9% |
| 3 Oct 2025 | −15.0% |
| 10 Oct 2025 | −16.7% |
| 17 Oct 2025 | −18.8% |
| 24 Oct 2025 | −15.3% |
| 31 Oct 2025 | −16.5% |
| 7 Nov 2025 | −10.5% |
| 14 Nov 2025 | −11.9% |
| 21 Nov 2025 | −13.3% |
| 28 Nov 2025 | −14.3% |
| 5 Dec 2025 | −12.9% |
| 12 Dec 2025 | −7.8% |
| 19 Dec 2025 | −6.3% |
| 26 Dec 2025 | −5.3% |
| 2 Jan 2026 | −5.1% |
| 9 Jan 2026 | +0.5% |
| 16 Jan 2026 | +2.4% |
| 23 Jan 2026 | +2.2% |
| 30 Jan 2026 | +7.5% |
| 6 Feb 2026 | −1.1% |
| 13 Feb 2026 | −5.1% |
| 20 Feb 2026 | −2.9% |
| 27 Feb 2026 | +0.2% |
| 6 Mar 2026 | +2.4% |
| 13 Mar 2026 | −0.9% |
| 20 Mar 2026 | −2.1% |
| 27 Mar 2026 | −2.6% |
| 2 Apr 2026 | −3.2% |
| 10 Apr 2026 | −9.2% |
| 17 Apr 2026 | −9.9% |
| 24 Apr 2026 | +0.7% |
| 1 May 2026 | −1.4% |
| 8 May 2026 | +1.2% |
| 15 May 2026 | +6.8% |
| 22 May 2026 | +3.1% |
| 29 May 2026 | −2.2% |
| 5 Jun 2026 | +0.1% |
| 12 Jun 2026 | −0.1% |
| 18 Jun 2026 | −0.2% |
| 26 Jun 2026 | +0.3% |
| 2 Jul 2026 | +5.2% |
| 10 Jul 2026 | +12.9% |
| 17 Jul 2026 | +19.7% |
| 24 Jul 2026 | +8.2% |
| 31 Jul 2026 | +10.5% |
| 7 Aug 2026 | +10.0% |
| 14 Aug 2026 | +12.4% |
| 21 Aug 2026 | +18.3% |
| 28 Aug 2026 | +25.3% |
| 4 Sep 2026 | +19.0% |
| 11 Sep 2026 | +16.6% |
| 18 Sep 2026 | +15.6% |
| 25 Sep 2026 | +15.3% |
| 2 Oct 2026 | +8.7% |
| 9 Oct 2026 | +6.6% |
| 16 Oct 2026 | +2.5% |
| 23 Oct 2026 | +0.3% |
| 30 Oct 2026 | −0.7% |
| 4 Nov 2026 | +4.6% |
Over the last 10 years the share price moved +121% while the S&P 500 moved +261%, so it is behind the index over that whole period. The chart above shows the 13-week comparison for every week.
This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.
What dividend does SEI Investments pay?
SEI Investments Company paid $2.02 per share over the last four reported quarters. The most recent declaration was $0.52 for Jun 2026. At today's price of $108.62 that is a yield of 1.86%, based on dividends already paid, not a forecast.
A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.
Dividend per share each quarter: latest $0.52 (Jun 2026)
- Dividend per share $0.52
| Quarter | Dividend per share |
|---|---|
| Dec 2023 | $0.46 |
| Jun 2024 | $0.46 |
| Dec 2024 | $0.49 |
| Jun 2025 | $0.49 |
| Dec 2025 | $0.52 |
| Jun 2026 | $0.52 |
Which stock lists is SEI Investments on?
SEI Investments is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.
Is SEI Investments profitable?
SEI Investments Company earned $168 M of net profit in the Sep 2026 quarter, +2.5% on the same quarter a year earlier. Full-year FY25 profit was $715 M. Over 4 years profit has grown 7.0% a year on average. That is 25.4% of the quarter's revenue. The same quarter a year earlier earned $164 M.
Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.
For the full year, FY25 profit was $715 M (+23.1% on the year before).
FY25 profit $715 M (+23.1% on the year before), 7.0% a year over 4 years
- Net profit $715 M
| Quarter | Net profit |
|---|---|
| FY21 | $547 M |
| FY22 | $475 M |
| FY23 | $462 M |
| FY24 | $581 M |
| FY25 | $715 M |
Growth on a year earlier
- Growth on a year earlier 23.1%
| Quarter | Growth on a year earlier |
|---|---|
| FY21 | – |
| FY22 | −13% |
| FY23 | −2.8% |
| FY24 | 25.7% |
| FY25 | 23.1% |
Sep 2026: $168 M (+2.5% on a year earlier)
- Net profit (quarterly) $168 M
| Quarter | Net profit (quarterly) |
|---|---|
| Dec 2023 | $121 M |
| Mar 2024 | $131 M |
| Jun 2024 | $139 M |
| Sep 2024 | $155 M |
| Dec 2024 | $156 M |
| Mar 2025 | $152 M |
| Jun 2025 | $227 M |
| Sep 2025 | $164 M |
| Dec 2025 | $173 M |
| Mar 2026 | $174 M |
| Jun 2026 | $196 M |
| Sep 2026 | $168 M |
Growth on a year earlier
- Growth on a year earlier 2.5%
| Quarter | Growth on a year earlier |
|---|---|
| Dec 2023 | 7.6% |
| Mar 2024 | 22.8% |
| Jun 2024 | 17.1% |
| Sep 2024 | 33.9% |
| Dec 2024 | 29% |
| Mar 2025 | 15.3% |
| Jun 2025 | 63.2% |
| Sep 2025 | 6% |
| Dec 2025 | 10.7% |
| Mar 2026 | 15.2% |
| Jun 2026 | −13.8% |
| Sep 2026 | 2.5% |
Why profit moved: revenue changed +14.4% on a year earlier and the margin moved −3.0 percentage points. Sales did the work while the margin got thinner.
On average over the last four quarters, profit changed +3.6% and revenue +12.7%. Profit is growing slower than sales: rising costs are taking part of the growth.
How much revenue does SEI Investments make, and is it growing?
SEI Investments Company reported $662 M of income in the Sep 2026 quarter, +14.4% on the same quarter a year earlier. That is the 12th quarter in a row with growth on the year before. Over 4 years it has grown 4.6% a year on average. The last full year, FY25, came in at $2.3 B.
For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.
The last four reported quarters add to $2.5 B.
FY25 revenue was $2.3 B, +8.1% on the year before.
FY25 revenue $2.3 B (+8.1% on the year before), 4.6% a year over 4 years
- Revenue $2.3 B
| Quarter | Revenue |
|---|---|
| FY21 | $1.9 B |
| FY22 | $2.0 B |
| FY23 | $1.9 B |
| FY24 | $2.1 B |
| FY25 | $2.3 B |
Growth on a year earlier
- Growth on a year earlier 8.1%
| Quarter | Growth on a year earlier |
|---|---|
| FY21 | – |
| FY22 | 3.8% |
| FY23 | −3.6% |
| FY24 | 10.7% |
| FY25 | 8.1% |
Sep 2026: $662 M (+14.4% on a year earlier), the 12th quarter in a row of growth
- Revenue (quarterly) $662 M
| Quarter | Revenue (quarterly) |
|---|---|
| Dec 2023 | $485 M |
| Mar 2024 | $512 M |
| Jun 2024 | $519 M |
| Sep 2024 | $537 M |
| Dec 2024 | $557 M |
| Mar 2025 | $551 M |
| Jun 2025 | $560 M |
| Sep 2025 | $579 M |
| Dec 2025 | $608 M |
| Mar 2026 | $622 M |
| Jun 2026 | $642 M |
| Sep 2026 | $662 M |
Growth on a year earlier
- Growth on a year earlier 14.4%
| Quarter | Growth on a year earlier |
|---|---|
| Dec 2023 | 6.2% |
| Mar 2024 | 9.1% |
| Jun 2024 | 6.1% |
| Sep 2024 | 12.7% |
| Dec 2024 | 14.9% |
| Mar 2025 | 7.8% |
| Jun 2025 | 7.8% |
| Sep 2025 | 7.7% |
| Dec 2025 | 9.1% |
| Mar 2026 | 12.8% |
| Jun 2026 | 14.7% |
| Sep 2026 | 14.4% |
Recent pace: the last four quarters grew +12.7% on average, against 4.6% a year over the longer run, so this year is growing faster than its own long-run rate.
Is growth speeding up? Revenue over the last 12 months grew +12.8%, against +11.1% a year over the last 8 quarters (stabilising); profit over the last 12 months grew +1.8%, against +14.1% a year (rolling over).
How much does SEI Investments keep from what it earns?
SEI Investments Company's net margin was 25.4% in the Sep 2026 quarter, 3.0 percentage points lower than the same quarter a year ago. Its latest full-year margin is the highest it has ever reported. Across 5 years it has been between 23.9% and 31.1%. The latest quarter is within that range.
Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.
Across 5 years it has been between 23.9% and 31.1%, and FY25's 31.1% is the highest of them.
Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.
When margins are at a record, every ratio built on profit looks better than usual, so watch whether they hold.
FY25: 31.1%, the highest in a range of 23.9% to 31.1% over 5 years
- Net margin 31.1%
| Quarter | Net margin |
|---|---|
| FY21 | 28.5% |
| FY22 | 23.9% |
| FY23 | 24.1% |
| FY24 | 27.3% |
| FY25 | 31.1% |
Change on the year before (points)
- Change on the year before (points) +3.8 pts
| Quarter | Change on the year before (points) |
|---|---|
| FY21 | – |
| FY22 | −4.6 pts |
| FY23 | +0.2 pts |
| FY24 | +3.2 pts |
| FY25 | +3.8 pts |
Sep 2026: net margin 25.4% (−3.0 points on a year earlier)
- Net margin 25.4%
| Quarter | Net margin |
|---|---|
| Dec 2023 | 24.9% |
| Mar 2024 | 25.7% |
| Jun 2024 | 26.8% |
| Sep 2024 | 28.8% |
| Dec 2024 | 28% |
| Mar 2025 | 27.5% |
| Jun 2025 | 40.6% |
| Sep 2025 | 28.4% |
| Dec 2025 | 28.4% |
| Mar 2026 | 28% |
| Jun 2026 | 30.5% |
| Sep 2026 | 25.4% |
Change on a year earlier (points)
- Change on a year earlier (points) −3.0 pts
| Quarter | Change on a year earlier (points) |
|---|---|
| Dec 2023 | +0.3 pts |
| Mar 2024 | +2.9 pts |
| Jun 2024 | +2.5 pts |
| Sep 2024 | +4.5 pts |
| Dec 2024 | +3.1 pts |
| Mar 2025 | +1.8 pts |
| Jun 2025 | +13.8 pts |
| Sep 2025 | −0.4 pts |
| Dec 2025 | +0.4 pts |
| Mar 2026 | +0.5 pts |
| Jun 2026 | −10.1 pts |
| Sep 2026 | −3.0 pts |
How many of SEI Investments' loans have gone bad?
SEI Investments Company does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.
Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.
Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.
How fast is SEI Investments' loan book growing?
SEI Investments Company's revenue was $2.3 B in FY25, +8.1% on the year before, so the loan book is growing. The latest quarter was +14.4% on a year earlier. The net margin on that income is 25.4%, −3.0 percentage points on a year ago.
We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.
Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.
FY25: revenue $2.3 B (+8.1% on the year before), net margin 31.1%
- Revenue $2.3 B
| Quarter | Revenue |
|---|---|
| FY21 | $1.9 B |
| FY22 | $2.0 B |
| FY23 | $1.9 B |
| FY24 | $2.1 B |
| FY25 | $2.3 B |
Net margin
- Net margin 31.1%
| Quarter | Net margin |
|---|---|
| FY21 | 28.5% |
| FY22 | 23.9% |
| FY23 | 24.1% |
| FY24 | 27.3% |
| FY25 | 31.1% |
In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.
What is SEI Investments' P/BV ratio, and how does it compare with its own history?
SEI Investments Company's P/BV is 5.1×, about the highest it has ever been. Its usual P/BV (the middle reading) is 4.2×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.
For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.
P/BV 5.1× against a usual 4.2×: about the highest it has ever been
- P/BV 5.10×
- Median 4.17×
| Week | P/BV | Median |
|---|---|---|
| 2 Jul 2021 | 5.01× | 4.17× |
| 16 Jul 2021 | 4.92× | 4.17× |
| 30 Jul 2021 | 4.86× | 4.17× |
| 13 Aug 2021 | 4.91× | 4.17× |
| 27 Aug 2021 | 5.04× | 4.17× |
| 10 Sep 2021 | 4.74× | 4.17× |
| 24 Sep 2021 | 4.82× | 4.17× |
| 8 Oct 2021 | 4.65× | 4.17× |
| 22 Oct 2021 | 4.98× | 4.17× |
| 5 Nov 2021 | 4.98× | 4.17× |
| 19 Nov 2021 | 4.91× | 4.17× |
| 3 Dec 2021 | 4.64× | 4.17× |
| 17 Dec 2021 | 4.67× | 4.17× |
| 31 Dec 2021 | 4.53× | 4.17× |
| 14 Jan 2022 | 4.66× | 4.17× |
| 28 Jan 2022 | 4.29× | 4.17× |
| 11 Feb 2022 | 4.42× | 4.17× |
| 25 Feb 2022 | 4.37× | 4.17× |
| 11 Mar 2022 | 4.15× | 4.17× |
| 25 Mar 2022 | 4.50× | 4.17× |
| 8 Apr 2022 | 4.07× | 4.17× |
| 22 Apr 2022 | 3.95× | 4.17× |
| 6 May 2022 | 3.86× | 4.17× |
| 20 May 2022 | 3.83× | 4.17× |
| 3 Jun 2022 | 4.03× | 4.17× |
| 17 Jun 2022 | 3.62× | 4.17× |
| 1 Jul 2022 | 3.83× | 4.17× |
| 15 Jul 2022 | 3.74× | 4.17× |
| 29 Jul 2022 | 3.90× | 4.17× |
| 12 Aug 2022 | 4.10× | 4.17× |
| 26 Aug 2022 | 3.84× | 4.17× |
| 9 Sep 2022 | 3.99× | 4.17× |
| 23 Sep 2022 | 3.63× | 4.17× |
| 7 Oct 2022 | 3.41× | 4.17× |
| 21 Oct 2022 | 3.35× | 4.17× |
| 4 Nov 2022 | 3.81× | 4.17× |
| 18 Nov 2022 | 4.25× | 4.17× |
| 2 Dec 2022 | 4.41× | 4.17× |
| 16 Dec 2022 | 4.07× | 4.17× |
| 30 Dec 2022 | 4.07× | 4.17× |
| 13 Jan 2023 | 4.26× | 4.17× |
| 27 Jan 2023 | 4.26× | 4.17× |
| 10 Feb 2023 | 4.29× | 4.17× |
| 24 Feb 2023 | 4.10× | 4.17× |
| 10 Mar 2023 | 3.87× | 4.17× |
| 24 Mar 2023 | 3.76× | 4.17× |
| 6 Apr 2023 | 3.76× | 4.17× |
| 21 Apr 2023 | 3.87× | 4.17× |
| 5 May 2023 | 3.93× | 4.17× |
| 19 May 2023 | 3.83× | 4.17× |
| 2 Jun 2023 | 3.87× | 4.17× |
| 16 Jun 2023 | 3.93× | 4.17× |
| 30 Jun 2023 | 3.90× | 4.17× |
| 14 Jul 2023 | 4.02× | 4.17× |
| 28 Jul 2023 | 4.11× | 4.17× |
| 11 Aug 2023 | 4.04× | 4.17× |
| 25 Aug 2023 | 4.01× | 4.17× |
| 8 Sep 2023 | 4.01× | 4.17× |
| 22 Sep 2023 | 3.94× | 4.17× |
| 6 Oct 2023 | 3.67× | 4.17× |
| 20 Oct 2023 | 3.47× | 4.17× |
| 3 Nov 2023 | 3.54× | 4.17× |
| 17 Nov 2023 | 3.66× | 4.17× |
| 1 Dec 2023 | 3.78× | 4.17× |
| 15 Dec 2023 | 3.91× | 4.17× |
| 29 Dec 2023 | 4.01× | 4.17× |
| 12 Jan 2024 | 3.92× | 4.17× |
| 26 Jan 2024 | 3.93× | 4.17× |
| 9 Feb 2024 | 4.10× | 4.17× |
| 23 Feb 2024 | 4.14× | 4.17× |
| 8 Mar 2024 | 4.25× | 4.17× |
| 22 Mar 2024 | 4.31× | 4.17× |
| 5 Apr 2024 | 4.11× | 4.17× |
| 19 Apr 2024 | 3.84× | 4.17× |
| 3 May 2024 | 3.91× | 4.17× |
| 17 May 2024 | 3.97× | 4.17× |
| 31 May 2024 | 3.94× | 4.17× |
| 14 Jun 2024 | 3.75× | 4.17× |
| 28 Jun 2024 | 3.76× | 4.17× |
| 12 Jul 2024 | 3.89× | 4.17× |
| 26 Jul 2024 | 3.86× | 4.17× |
| 9 Aug 2024 | 3.76× | 4.17× |
| 23 Aug 2024 | 3.89× | 4.17× |
| 6 Sep 2024 | 3.78× | 4.17× |
| 20 Sep 2024 | 3.93× | 4.17× |
| 4 Oct 2024 | 3.80× | 4.17× |
| 18 Oct 2024 | 4.01× | 4.17× |
| 1 Nov 2024 | 4.15× | 4.17× |
| 15 Nov 2024 | 4.39× | 4.17× |
| 29 Nov 2024 | 4.52× | 4.17× |
| 13 Dec 2024 | 4.69× | 4.17× |
| 27 Dec 2024 | 4.56× | 4.17× |
| 10 Jan 2025 | 4.45× | 4.17× |
| 24 Jan 2025 | 4.78× | 4.17× |
| 7 Feb 2025 | 4.80× | 4.17× |
| 21 Feb 2025 | 4.52× | 4.17× |
| 7 Mar 2025 | 4.27× | 4.17× |
| 21 Mar 2025 | 4.27× | 4.17× |
| 4 Apr 2025 | 3.81× | 4.17× |
| 17 Apr 2025 | 3.96× | 4.17× |
| 2 May 2025 | 4.42× | 4.17× |
| 16 May 2025 | 4.72× | 4.17× |
| 30 May 2025 | 4.71× | 4.17× |
| 13 Jun 2025 | 4.59× | 4.17× |
| 27 Jun 2025 | 4.95× | 4.17× |
| 11 Jul 2025 | 4.88× | 4.17× |
| 25 Jul 2025 | 4.76× | 4.17× |
| 8 Aug 2025 | 4.63× | 4.17× |
| 22 Aug 2025 | 4.77× | 4.17× |
| 5 Sep 2025 | 4.61× | 4.17× |
| 19 Sep 2025 | 4.59× | 4.17× |
| 3 Oct 2025 | 4.37× | 4.17× |
| 17 Oct 2025 | 4.13× | 4.17× |
| 31 Oct 2025 | 4.12× | 4.17× |
| 14 Nov 2025 | 4.17× | 4.17× |
| 28 Nov 2025 | 4.13× | 4.17× |
| 12 Dec 2025 | 4.24× | 4.17× |
| 26 Dec 2025 | 4.33× | 4.17× |
| 9 Jan 2026 | 4.33× | 4.17× |
| 23 Jan 2026 | 4.25× | 4.17× |
| 6 Feb 2026 | 4.22× | 4.17× |
| 20 Feb 2026 | 4.06× | 4.17× |
| 6 Mar 2026 | 4.07× | 4.17× |
| 20 Mar 2026 | 3.88× | 4.17× |
| 2 Apr 2026 | 3.78× | 4.17× |
| 17 Apr 2026 | 3.92× | 4.17× |
| 1 May 2026 | 4.43× | 4.17× |
| 15 May 2026 | 4.45× | 4.17× |
| 29 May 2026 | 4.32× | 4.17× |
| 12 Jun 2026 | 4.39× | 4.17× |
| 26 Jun 2026 | 4.29× | 4.17× |
| 10 Jul 2026 | 4.58× | 4.17× |
| 24 Jul 2026 | 4.76× | 4.17× |
| 7 Aug 2026 | 5.03× | 4.17× |
| 21 Aug 2026 | 5.10× | 4.17× |
| 4 Sep 2026 | 5.10× | 4.17× |
| 18 Sep 2026 | 5.05× | 4.17× |
| 2 Oct 2026 | 4.85× | 4.17× |
| 16 Oct 2026 | 4.94× | 4.17× |
| 30 Oct 2026 | 4.90× | 4.17× |
| 4 Nov 2026 | 5.10× | 4.17× |
Book value per share
- Book value per share $21.12
| Week | Book value per share |
|---|---|
| 2 Jul 2021 | – |
| 16 Jul 2021 | – |
| 30 Jul 2021 | – |
| 13 Aug 2021 | – |
| 27 Aug 2021 | – |
| 10 Sep 2021 | – |
| 24 Sep 2021 | $12.52 |
| 8 Oct 2021 | $12.52 |
| 22 Oct 2021 | $12.52 |
| 5 Nov 2021 | $12.52 |
| 19 Nov 2021 | $12.52 |
| 3 Dec 2021 | $12.52 |
| 17 Dec 2021 | $12.52 |
| 31 Dec 2021 | $13.44 |
| 14 Jan 2022 | $13.44 |
| 28 Jan 2022 | $13.44 |
| 11 Feb 2022 | $13.44 |
| 25 Feb 2022 | $13.44 |
| 11 Mar 2022 | $13.44 |
| 25 Mar 2022 | $13.44 |
| 8 Apr 2022 | $13.44 |
| 22 Apr 2022 | $13.44 |
| 6 May 2022 | $13.44 |
| 20 May 2022 | $13.44 |
| 3 Jun 2022 | $13.44 |
| 17 Jun 2022 | $14.38 |
| 1 Jul 2022 | $14.38 |
| 15 Jul 2022 | $14.38 |
| 29 Jul 2022 | $14.38 |
| 12 Aug 2022 | $14.38 |
| 26 Aug 2022 | $14.38 |
| 9 Sep 2022 | $14.38 |
| 23 Sep 2022 | $14.32 |
| 7 Oct 2022 | $14.32 |
| 21 Oct 2022 | $14.32 |
| 4 Nov 2022 | $14.32 |
| 18 Nov 2022 | $14.32 |
| 2 Dec 2022 | $14.32 |
| 16 Dec 2022 | $14.32 |
| 30 Dec 2022 | $14.32 |
| 13 Jan 2023 | $14.32 |
| 27 Jan 2023 | $14.32 |
| 10 Feb 2023 | $14.32 |
| 24 Feb 2023 | $14.32 |
| 10 Mar 2023 | $14.32 |
| 24 Mar 2023 | $14.32 |
| 6 Apr 2023 | $15.11 |
| 21 Apr 2023 | $15.11 |
| 5 May 2023 | $15.11 |
| 19 May 2023 | $15.11 |
| 2 Jun 2023 | $15.11 |
| 16 Jun 2023 | $15.11 |
| 30 Jun 2023 | $15.30 |
| 14 Jul 2023 | $15.30 |
| 28 Jul 2023 | $15.30 |
| 11 Aug 2023 | $15.30 |
| 25 Aug 2023 | $15.30 |
| 8 Sep 2023 | $15.30 |
| 22 Sep 2023 | $15.30 |
| 6 Oct 2023 | $15.30 |
| 20 Oct 2023 | $15.30 |
| 3 Nov 2023 | $15.30 |
| 17 Nov 2023 | $15.30 |
| 1 Dec 2023 | $15.30 |
| 15 Dec 2023 | $15.30 |
| 29 Dec 2023 | $15.84 |
| 12 Jan 2024 | $15.84 |
| 26 Jan 2024 | $15.84 |
| 9 Feb 2024 | $15.84 |
| 23 Feb 2024 | $15.84 |
| 8 Mar 2024 | $15.84 |
| 22 Mar 2024 | $16.25 |
| 5 Apr 2024 | $16.25 |
| 19 Apr 2024 | $16.25 |
| 3 May 2024 | $16.25 |
| 17 May 2024 | $16.25 |
| 31 May 2024 | $16.25 |
| 14 Jun 2024 | $16.25 |
| 28 Jun 2024 | $17.20 |
| 12 Jul 2024 | $17.20 |
| 26 Jul 2024 | $17.20 |
| 9 Aug 2024 | $17.20 |
| 23 Aug 2024 | $17.20 |
| 6 Sep 2024 | $17.20 |
| 20 Sep 2024 | $17.31 |
| 4 Oct 2024 | $17.31 |
| 18 Oct 2024 | $17.31 |
| 1 Nov 2024 | $17.31 |
| 15 Nov 2024 | $17.31 |
| 29 Nov 2024 | $17.31 |
| 13 Dec 2024 | $17.31 |
| 27 Dec 2024 | $18.29 |
| 10 Jan 2025 | $18.29 |
| 24 Jan 2025 | $18.29 |
| 7 Feb 2025 | $18.29 |
| 21 Feb 2025 | $18.29 |
| 7 Mar 2025 | $18.29 |
| 21 Mar 2025 | $18.29 |
| 4 Apr 2025 | $17.76 |
| 17 Apr 2025 | $17.76 |
| 2 May 2025 | $17.76 |
| 16 May 2025 | $17.76 |
| 30 May 2025 | $17.76 |
| 13 Jun 2025 | $17.76 |
| 27 Jun 2025 | $18.09 |
| 11 Jul 2025 | $18.09 |
| 25 Jul 2025 | $18.09 |
| 8 Aug 2025 | $18.09 |
| 22 Aug 2025 | $18.09 |
| 5 Sep 2025 | $18.09 |
| 19 Sep 2025 | $18.90 |
| 3 Oct 2025 | $18.90 |
| 17 Oct 2025 | $18.90 |
| 31 Oct 2025 | $18.90 |
| 14 Nov 2025 | $18.90 |
| 28 Nov 2025 | $18.90 |
| 12 Dec 2025 | $18.90 |
| 26 Dec 2025 | $19.58 |
| 9 Jan 2026 | $19.58 |
| 23 Jan 2026 | $19.58 |
| 6 Feb 2026 | $19.58 |
| 20 Feb 2026 | $19.58 |
| 6 Mar 2026 | $19.58 |
| 20 Mar 2026 | $19.58 |
| 2 Apr 2026 | $20.03 |
| 17 Apr 2026 | $20.03 |
| 1 May 2026 | $20.03 |
| 15 May 2026 | $20.03 |
| 29 May 2026 | $20.03 |
| 12 Jun 2026 | $20.03 |
| 26 Jun 2026 | $20.35 |
| 10 Jul 2026 | $20.35 |
| 24 Jul 2026 | $20.35 |
| 7 Aug 2026 | $20.35 |
| 21 Aug 2026 | $20.35 |
| 4 Sep 2026 | $20.35 |
| 18 Sep 2026 | $20.83 |
| 2 Oct 2026 | $20.83 |
| 16 Oct 2026 | $20.83 |
| 30 Oct 2026 | $20.83 |
| 4 Nov 2026 | $21.12 |
PEG 1.27 at the Sep 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
- PEG 1.27×
- PEG = 1.0 1.00×
| Quarter | PEG | PEG = 1.0 |
|---|---|---|
| Sep 2021 | 1.29× | 1.00× |
| Dec 2021 | 1.29× | 1.00× |
| Mar 2022 | 1.25× | 1.00× |
| Jun 2022 | 1.25× | 1.00× |
| Sep 2022 | 1.31× | 1.00× |
| Dec 2022 | 1.46× | 1.00× |
| Mar 2023 | 1.36× | 1.00× |
| Jun 2023 | 1.41× | 1.00× |
| Sep 2023 | 1.33× | 1.00× |
| Dec 2023 | 1.44× | 1.00× |
| Mar 2024 | 1.48× | 1.00× |
| Jun 2024 | 1.28× | 1.00× |
| Sep 2024 | 1.29× | 1.00× |
| Dec 2024 | 1.43× | 1.00× |
| Mar 2025 | 1.33× | 1.00× |
| Jun 2025 | 1.59× | 1.00× |
| Sep 2025 | 1.36× | 1.00× |
| Dec 2025 | 1.27× | 1.00× |
| Mar 2026 | 1.27× | 1.00× |
| Jun 2026 | 1.27× | 1.00× |
| Sep 2026 | 1.27× | 1.00× |
Why the multiple is where it is: over the past year book value grew while the price moved +31.0%. The price ran ahead of book value, which pushed the multiple up within its own range.
Where the price move came from: over 5 years the price moved +11.0% a year; about +10.3% a year came from book-value growth and about +0.7 percentage points from the multiple (roughly no change). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.
In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.
Is the SEI Investments business getting better or worse?
SEI Investments Company's business is slowing from a peak. Profit and EPS growth have slowed sharply (profit growth from +27.9% at its peak to +1.8% now), while ROE is still 24.7%. This is based on 12 quarters of 4 measures.
Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.
Growth year by year: revenue +8.1% in FY25, profit +23.1%
- Revenue growth 8.1%
| Quarter | Revenue growth |
|---|---|
| FY21 | – |
| FY22 | 3.8% |
| FY23 | −3.6% |
| FY24 | 10.7% |
| FY25 | 8.1% |
Profit growth, EPS growth
- Profit growth 23.1%
- EPS growth 27.7%
| Quarter | Profit growth | EPS growth |
|---|---|---|
| FY21 | – | – |
| FY22 | −13% | −9.2% |
| FY23 | −2.8% | 0% |
| FY24 | 25.7% | 27.5% |
| FY25 | 23.1% | 27.7% |
Three growth lines over twelve quarters: revenue stabilising, profit rolling over
- Revenue 12.8%
| Quarter | Revenue |
|---|---|
| Dec 2023 | −3.6% |
| Mar 2024 | 4.4% |
| Jun 2024 | 5.6% |
| Sep 2024 | 8.5% |
| Dec 2024 | 10.7% |
| Mar 2025 | 10.3% |
| Jun 2025 | 10.7% |
| Sep 2025 | 9.4% |
| Dec 2025 | 8.1% |
| Mar 2026 | 9.4% |
| Jun 2026 | 11.1% |
| Sep 2026 | 12.8% |
Profit, EPS
- Profit 1.8%
- EPS 5.9%
| Quarter | Profit | EPS |
|---|---|---|
| Dec 2023 | −2.8% | 0.6% |
| Mar 2024 | 24.1% | 27.4% |
| Jun 2024 | 26.8% | 29.4% |
| Sep 2024 | 20.4% | 22.8% |
| Dec 2024 | 25.7% | 27.1% |
| Mar 2025 | 23.6% | 25.1% |
| Jun 2025 | 36% | 38.9% |
| Sep 2025 | 27.9% | 30.9% |
| Dec 2025 | 23.1% | 27.6% |
| Mar 2026 | 22.8% | 27.7% |
| Jun 2026 | 2.6% | 6.6% |
| Sep 2026 | 1.8% | 5.9% |
ROE: the return line, worked out each quarter
- ROE 24.7%
| Quarter | ROE |
|---|---|
| Dec 2023 | 21.7% |
| Mar 2024 | 21.5% |
| Jun 2024 | 22.6% |
| Sep 2024 | 23.2% |
| Dec 2024 | 25.8% |
| Mar 2025 | 26.6% |
| Jun 2025 | 29.5% |
| Sep 2025 | 28.9% |
| Dec 2025 | 26.5% |
| Mar 2026 | 26.8% |
| Jun 2026 | 24.8% |
| Sep 2026 | 24.7% |
Why it matters: slowing from a peak is where good stories often end quietly.
Compound annual growth rate (%)
Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.
| Measure | 1yr | 3yr | 5yr | 10yr |
|---|---|---|---|---|
| Revenue | +8.1% | +4.9% | — | — |
| Profit | +23.1% | +14.6% | — | — |
| EPS | +27.7% | +17.6% | — | — |
| Stock price | +31.0% | +24.7% | +11.0% | +9.5% |
How much does SEI Investments earn on its equity and assets?
SEI Investments Company earned a return on equity of 27% in FY25. Its lowest yearly reading on file was 22% in FY23. On its assets, every $100 earned about $14.74, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.
Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.
That is above the level a bank needs to grow its net worth steadily.
FY25: ROE 27%, ROA 13.10%, up from a FY23 low of 22%
- ROE 26.5%
| Quarter | ROE |
|---|---|
| FY21 | 29.4% |
| FY22 | 24.3% |
| FY23 | 21.7% |
| FY24 | 25.8% |
| FY25 | 26.5% |
ROA
- ROA 13.1%
| Quarter | ROA |
|---|---|
| FY21 | 15.3% |
| FY22 | 14% |
| FY23 | 11% |
| FY24 | 13.2% |
| FY25 | 13.1% |
Sep 2026: ROE 28.5% (last 12 months), ROA 14.90%
- ROE (12 months) 28.5%
| Quarter | ROE (12 months) |
|---|---|
| Dec 2023 | 22.5% |
| Mar 2024 | 22.9% |
| Jun 2024 | 23.9% |
| Sep 2024 | 24.7% |
| Dec 2024 | 26.9% |
| Mar 2025 | 27.1% |
| Jun 2025 | 26.9% |
| Sep 2025 | 39.5% |
| Dec 2025 | 27.7% |
| Mar 2026 | 27.2% |
| Jun 2026 | 25.9% |
| Sep 2026 | 28.5% |
ROA (12 months)
- ROA (12 months) 14.9%
| Quarter | ROA (12 months) |
|---|---|
| Dec 2023 | 11.5% |
| Mar 2024 | 10.9% |
| Jun 2024 | 13% |
| Sep 2024 | 13.4% |
| Dec 2024 | 13.8% |
| Mar 2025 | 13.6% |
| Jun 2025 | 15% |
| Sep 2025 | 14.3% |
| Dec 2025 | 14.6% |
| Mar 2026 | 13.1% |
| Jun 2026 | 14.5% |
| Sep 2026 | 14.9% |
Why ROE moved: profit grew 7.0% a year over 4 years while net worth grew more slowly. When earnings recover faster than net worth builds up, ROE climbs off its low.
Does SEI Investments have too much debt?
For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.
For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.
What is the SEI Investments shareholding pattern?
3.5% of SEI Investments Company's tradable shares are in short positions, which are bets that the price will fall, so some traders are betting against it. At normal trading volumes, closing those positions would take about 3.8 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.
There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.
It is a single reading at one point in time; we do not have its history.
Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.
How far is SEI Investments from balance-sheet trouble?
For SEI Investments Company, the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.
The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.
How does SEI Investments rank in its industry?
60.8 out of 100, rank 8 of 30 in Asset Management, with 80% of the evidence available.
SEI Investments Company scores 60.8 out of 100 against the 30 companies it is compared with in Asset Management, ranking 8. Relative strength against the index is 12.1%, and revenue and profit growth are weak.
The four parts add up to the total exactly: 15.4 + 20 + 10.3 + 15.1 = 60.8. This is the same number shown on the industry page; it is worked out once for the whole group and read here.
What would change it: The score would fall if ROA turns down or gross NPA rises while the share price lags its sector.
Which companies is SEI Investments compared with?
SEI Investments ranks 8 of 30 Asset Management companies on the 4-Factor Sector Score, with 60.8 out of 100.
- 1Victory Capital Holdings, Inc.VCTR · leader · Most evidence points up · 76% evidence69.7out of 100
How the score adds up
Growth & earnings 22.2/35 · Income 51.4% · Profit 33.2% · 71% evidenceCapital efficiency 18.8/25 · ROA 10.6% · ROE 18.8% · GNPA — · 68% evidenceValuation 13.3/20 · P/BV 2.21× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 15.4/20 · Lead over its industry 29.6% · Lead over S&P 500 33.6% · 1 year 96.4% · 100% evidence · 12 of 12 weeks aheadExact sum: 22.2 + 18.8 + 13.3 + 15.4 = 69.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 2Northern Trust CorporationNTRS · quiet · Most evidence points up · 80% evidence67.7out of 100
How the score adds up
Growth & earnings 26.6/35 · Income 17.6% · Profit 41.8% · 81% evidenceCapital efficiency 16.2/25 · ROA 1.8% · ROE 24% · GNPA — · 68% evidenceValuation 14.6/20 · P/BV 2.32× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 10.3/20 · Lead over its industry 1.7% · Lead over S&P 500 4.7% · 1 year 37% · 100% evidence · 4 of 12 weeks aheadExact sum: 26.6 + 16.2 + 14.6 + 10.3 = 67.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 3Equitable Holdings, Inc.EQH · leader · Most evidence points up · 67% evidence65.4out of 100
How the score adds up
Growth & earnings 17.9/35 · Income -22.5% · Profit -344.3% · 45% evidenceCapital efficiency 13.0/25 · ROA 0.8% · ROE 144.8% · GNPA — · 68% evidenceValuation 14.8/20 · P/BV 10.1× · P/BV÷ROE 0.07 · 70% evidenceRelative strength 19.7/20 · Lead over its industry 11.2% · Lead over S&P 500 14.1% · 1 year 24% · 100% evidence · 12 of 12 weeks aheadExact sum: 17.9 + 13 + 14.8 + 19.7 = 65.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 4Franklin Resources, Inc.BEN · turning · Evidence leans up · 76% evidence64.5out of 100
How the score adds up
Growth & earnings 24.6/35 · Income 7.9% · Profit 100% · 71% evidenceCapital efficiency 13.3/25 · ROA 3% · ROE 9.6% · GNPA — · 68% evidenceValuation 13.4/20 · P/BV 1.2× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 13.2/20 · Lead over its industry 6.7% · Lead over S&P 500 10% · 1 year 52.4% · 100% evidence · 3 of 12 weeks aheadExact sum: 24.6 + 13.3 + 13.4 + 13.2 = 64.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 5Blackstone Inc.BX · basing · Evidence leans up · 80% evidence62.8out of 100
How the score adds up
Growth & earnings 26.3/35 · Income 20.9% · Profit 31.3% · 81% evidenceCapital efficiency 19.7/25 · ROA 14.3% · ROE 32.4% · GNPA — · 68% evidenceValuation 11.6/20 · P/BV 4.27× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 5.2/20 · Lead over its industry -10.8% · Lead over S&P 500 -8.9% · 1 year -13.9% · 100% evidence · 3 of 12 weeks aheadExact sum: 26.3 + 19.7 + 11.6 + 5.2 = 62.8 · What this means: Earnings are strong; relative strength in its sector is -10.8% and the one-year return is -13.9%. - 6BlackRock, Inc.BLK · breaking out · Evidence leans up · 80% evidence62.8out of 100
How the score adds up
Growth & earnings 21.1/35 · Income 24.7% · Profit 13.4% · 81% evidenceCapital efficiency 15.6/25 · ROA 3.6% · ROE 12.8% · GNPA — · 68% evidenceValuation 8.3/20 · P/BV 2.54× · P/BV÷ROE 0.2 · 70% evidenceRelative strength 17.8/20 · Lead over its industry 4.8% · Lead over S&P 500 7.6% · 1 year 13.1% · 100% evidence · 5 of 12 weeks aheadExact sum: 21.1 + 15.6 + 8.3 + 17.8 = 62.8 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 7State Street CorporationSTT · quiet · Evidence leans up · 80% evidence62.3out of 100
How the score adds up
Growth & earnings 23.3/35 · Income 13.7% · Profit 25.1% · 81% evidenceCapital efficiency 13.2/25 · ROA 1.1% · ROE 15.5% · GNPA — · 68% evidenceValuation 14.5/20 · P/BV 1.67× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 11.3/20 · Lead over its industry 4% · Lead over S&P 500 7.1% · 1 year 46.5% · 100% evidence · 5 of 12 weeks aheadExact sum: 23.3 + 13.2 + 14.5 + 11.3 = 62.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 8SEI Investments Company this pageSEIC · losing its lead · Evidence leans up · 80% evidence60.8out of 100
How the score adds up
Growth & earnings 15.4/35 · Income 12.8% · Profit 1.7% · 81% evidenceCapital efficiency 20.0/25 · ROA 14.9% · ROE 28.5% · GNPA — · 68% evidenceValuation 10.3/20 · P/BV 4.28× · P/BV÷ROE 0.15 · 70% evidenceRelative strength 15.1/20 · Lead over its industry 9% · Lead over S&P 500 12.1% · 1 year 31% · 100% evidence · 8 of 12 weeks aheadExact sum: 15.4 + 20 + 10.3 + 15.1 = 60.8 · What this means: Relative strength against the index is 12.1%, and revenue and profit growth are weak. - 9T. Rowe Price Group, Inc.TROW · quiet · Evidence leans up · 76% evidence58.7out of 100
How the score adds up
Growth & earnings 16.8/35 · Income 7% · Profit 9.1% · 71% evidenceCapital efficiency 18.3/25 · ROA 12% · ROE 16.2% · GNPA — · 68% evidenceValuation 13.1/20 · P/BV 2× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 10.5/20 · Lead over its industry -0.9% · Lead over S&P 500 1.8% · 1 year 9.7% · 100% evidence · 1 of 12 weeks aheadExact sum: 16.8 + 18.3 + 13.1 + 10.5 = 58.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 10Ameriprise Financial, Inc.AMP · quiet · Evidence leans up · 76% evidence58.4out of 100
How the score adds up
Growth & earnings 20.4/35 · Income 9.1% · Profit 22.4% · 71% evidenceCapital efficiency 17.1/25 · ROA 2.4% · ROE 57.4% · GNPA — · 68% evidenceValuation 13.1/20 · P/BV 6.48× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 7.8/20 · Lead over its industry -1.7% · Lead over S&P 500 0.9% · 1 year 14.3% · 100% evidence · 5 of 12 weeks aheadExact sum: 20.4 + 17.1 + 13.1 + 7.8 = 58.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. - 11Brookfield Asset Management Ltd.BAM · turning · Evidence leans up · 76% evidence58.4out of 100
- 12Ares Management CorporationARES · turning · Evidence leans up · 76% evidence56.7out of 100
- 13Affiliated Managers Group, Inc.AMG · quiet · Evidence leans up · 76% evidence56.7out of 100
- 14Corebridge Financial, Inc.CRBG · leader · Too little evidence to rank firmly · 55% evidence55.9out of 100
- 15Principal Financial Group, Inc.PFG · turning · Evidence leans up · 76% evidence55.4out of 100
- 16Raymond James Financial, Inc.RJF · basing · Evidence leans down · 76% evidence49.2out of 100
- 17Invesco Ltd.IVZ · quiet · Evidence leans down · 67% evidence47.0out of 100
- 18Brookfield CorporationBN · basing · Evidence leans down · 76% evidence45.6out of 100
- 19TPG Inc.TPG · turning · Evidence leans down · 64% evidence44.0out of 100
- 20Blue Owl Capital Inc.OWL · quiet · Evidence leans down · 76% evidence43.4out of 100
- 21Main Street Capital CorporationMAIN · basing · Evidence leans down · 76% evidence37.6out of 100
- 22KKR & Co. Inc.KKR · basing · Evidence leans down · 76% evidence37.0out of 100
- 23Ares Capital CorporationARCC · basing · Evidence leans down · 76% evidence35.3out of 100
- 24StepStone Group Inc.STEP · turning · Most evidence points down · 67% evidence33.5out of 100
- 25Blue Owl Capital CorporationOBDC · basing · Most evidence points down · 64% evidence31.3out of 100
- 26Apollo Global Management, Inc.APO · basing · Most evidence points down · 64% evidence31.1out of 100
- 27Blackstone Secured Lending FundBXSL · quiet · Most evidence points down · 76% evidence30.6out of 100
- 28The Carlyle Group Inc.CG · basing · Most evidence points down · 64% evidence22.9out of 100
- 29Janus Henderson Group plcJHG · Too little evidence to rank firmly · 43% evidence73.9out of 100
- 30Pershing Square Inc.PS · breaking out · Too little evidence to rank firmly · 35% evidence51.1out of 100
Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.
The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.
Related companies: Asset Management, all 30 compared on one page.
Which companies are close to SEI Investments in size?
SEI Investments is the 23rd largest of 90 Asset Management companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Equitable Holdings, Inc., Ares Capital Corporation and Invesco. Just below it: Affiliated Managers Group, Inc., Janus Henderson Group plc and Victory Capital Holdings, Inc.
Asset Management companies close in size
- Equitable Holdings, Inc. $15.1 billion
- Ares Capital Corporation $14.1 billion
- Invesco Ltd. $12.9 billion
- SEI Investments Company $12.9 billion
- Affiliated Managers Group, Inc. $9.4 billion
- Janus Henderson Group plc $8 billion
- Victory Capital Holdings, Inc. $7.4 billion
All 90 Asset Management companies, largest first
Companies close in size in other industries
- On Holding AG $12.9 billion · Footwear & Accessories
- Texas Roadhouse, Inc. $12.9 billion · Restaurants
- SEI Investments Company $12.9 billion
- The Magnum Ice Cream Company N.V. $12.9 billion · Packaged Foods
- American Financial Group, Inc. $12.8 billion · Insurance - Property & Casualty
What else do people ask about SEI Investments?
What were SEI Investments's latest quarterly results?
SEI Investments Company reported total income of $662 M and net profit of $168 M for the Sep 2026 quarter. Income rose 14.4% and profit rose 2.5% compared with a year earlier. Earnings per share were $1.38.
The net margin was 25.4%, 3.0 percentage points lower than a year earlier (as of 4 November 2026).
What is SEI Investments's market cap?
SEI Investments Company's market capitalisation is $12.9 B at a stock price of $108.62. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).
How is SEI Investments performing?
SEI Investments Company's share price has been rising for 21 weeks. In its latest quarter, income rose 14.4% and profit rose 2.5% compared with a year earlier. Over the past 13 weeks it has done better than the S&P 500, for 1 week running (as of 4 November 2026).
Will SEI Investments's stock price go up?
This page does not forecast SEI Investments Company's stock price. What it shows instead: the stock price is $108.62, and it has been rising for 21 weeks. Its P/BV of 5.1× is higher than 99% of its own last 5 years (as of 4 November 2026).
Where is SEI Investments in its business cycle?
SEI Investments Company's FY25 net margin was 31.1%, against a 5-year range of 23.9% to 31.1%: the top of its range, a record year. When profit is at a record, every ratio looks better than usual, and the story depends on margins staying high. The latest quarter was 25.4%.
Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).
What could break the SEI Investments story?
The main question: results are strong, and the P/BV is higher than 99% of its own history. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).
Is SEI Investments a stock worth studying right now?
What the numbers show: SEI Investments Company's results are improving, and its P/BV is near the top of its own history, higher than 99% of past readings. The main open question: whether earnings grow enough to match the multiple.
Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).
Where do these numbers come from?
Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.
Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.
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