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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.

Slowing from a peakBusiness trend from the last 12 quarters
$108.62Price +31.0% in a year
5.1×P/BV higher than 99% of the last 5.3 years
$662 MRevenue (Sep 2026) +14.4% on a year ago
$168 MProfit (Sep 2026) +2.5% on a year ago
25.4%Net margin −3.0 points on a year ago
27%ROE FY25
14.74%ROA latest

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
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
WeekPrice50-day avg200-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$93.24
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

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
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
WeekPrice50-day avg200-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$93.24
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

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
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
WeekPrice50-day avg200-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$93.24
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

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
Nov 2026: $108.62, 16.5% above its 200-day average. The price has been rising for 21 weeks.
WeekPrice50-day avg200-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$93.24
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

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 by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no 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%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

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
Dividend per share each quarter: latest $0.52 (Jun 2026)
QuarterDividend 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
Declared dividend per share, $ a share, each reported quarter. 6 quarters on file.

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
FY25 profit $715 M (+23.1% on the year before), 7.0% a year over 4 years
QuarterNet 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%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−13%
FY23−2.8%
FY2425.7%
FY2523.1%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Sep 2026: $168 M (+2.5% on a year earlier)

  • Net profit (quarterly) $168 M
Sep 2026: $168 M (+2.5% on a year earlier)
QuarterNet 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%
Growth on a year earlier
QuarterGrowth on a year earlier
Dec 20237.6%
Mar 202422.8%
Jun 202417.1%
Sep 202433.9%
Dec 202429%
Mar 202515.3%
Jun 202563.2%
Sep 20256%
Dec 202510.7%
Mar 202615.2%
Jun 2026−13.8%
Sep 20262.5%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

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
FY25 revenue $2.3 B (+8.1% on the year before), 4.6% a year over 4 years
QuarterRevenue
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%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY223.8%
FY23−3.6%
FY2410.7%
FY258.1%
Top: revenue each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Sep 2026: $662 M (+14.4% on a year earlier), the 12th quarter in a row of growth

  • Revenue (quarterly) $662 M
Sep 2026: $662 M (+14.4% on a year earlier), the 12th quarter in a row of growth
QuarterRevenue (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%
Growth on a year earlier
QuarterGrowth on a year earlier
Dec 20236.2%
Mar 20249.1%
Jun 20246.1%
Sep 202412.7%
Dec 202414.9%
Mar 20257.8%
Jun 20257.8%
Sep 20257.7%
Dec 20259.1%
Mar 202612.8%
Jun 202614.7%
Sep 202614.4%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

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%
FY25: 31.1%, the highest in a range of 23.9% to 31.1% over 5 years
QuarterNet margin
FY2128.5%
FY2223.9%
FY2324.1%
FY2427.3%
FY2531.1%

Change on the year before (points)

  • Change on the year before (points) +3.8 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22−4.6 pts
FY23+0.2 pts
FY24+3.2 pts
FY25+3.8 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Sep 2026: net margin 25.4% (−3.0 points on a year earlier)

  • Net margin 25.4%
Sep 2026: net margin 25.4% (−3.0 points on a year earlier)
QuarterNet margin
Dec 202324.9%
Mar 202425.7%
Jun 202426.8%
Sep 202428.8%
Dec 202428%
Mar 202527.5%
Jun 202540.6%
Sep 202528.4%
Dec 202528.4%
Mar 202628%
Jun 202630.5%
Sep 202625.4%

Change on a year earlier (points)

  • Change on a year earlier (points) −3.0 pts
Change on a year earlier (points)
QuarterChange 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
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

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
FY25: revenue $2.3 B (+8.1% on the year before), net margin 31.1%
QuarterRevenue
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%
Net margin
QuarterNet margin
FY2128.5%
FY2223.9%
FY2324.1%
FY2427.3%
FY2531.1%
Top: revenue each year, $ B. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

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×
P/BV 5.1× against a usual 4.2×: about the highest it has ever been
WeekP/BVMedian
2 Jul 20215.01×4.17×
16 Jul 20214.92×4.17×
30 Jul 20214.86×4.17×
13 Aug 20214.91×4.17×
27 Aug 20215.04×4.17×
10 Sep 20214.74×4.17×
24 Sep 20214.82×4.17×
8 Oct 20214.65×4.17×
22 Oct 20214.98×4.17×
5 Nov 20214.98×4.17×
19 Nov 20214.91×4.17×
3 Dec 20214.64×4.17×
17 Dec 20214.67×4.17×
31 Dec 20214.53×4.17×
14 Jan 20224.66×4.17×
28 Jan 20224.29×4.17×
11 Feb 20224.42×4.17×
25 Feb 20224.37×4.17×
11 Mar 20224.15×4.17×
25 Mar 20224.50×4.17×
8 Apr 20224.07×4.17×
22 Apr 20223.95×4.17×
6 May 20223.86×4.17×
20 May 20223.83×4.17×
3 Jun 20224.03×4.17×
17 Jun 20223.62×4.17×
1 Jul 20223.83×4.17×
15 Jul 20223.74×4.17×
29 Jul 20223.90×4.17×
12 Aug 20224.10×4.17×
26 Aug 20223.84×4.17×
9 Sep 20223.99×4.17×
23 Sep 20223.63×4.17×
7 Oct 20223.41×4.17×
21 Oct 20223.35×4.17×
4 Nov 20223.81×4.17×
18 Nov 20224.25×4.17×
2 Dec 20224.41×4.17×
16 Dec 20224.07×4.17×
30 Dec 20224.07×4.17×
13 Jan 20234.26×4.17×
27 Jan 20234.26×4.17×
10 Feb 20234.29×4.17×
24 Feb 20234.10×4.17×
10 Mar 20233.87×4.17×
24 Mar 20233.76×4.17×
6 Apr 20233.76×4.17×
21 Apr 20233.87×4.17×
5 May 20233.93×4.17×
19 May 20233.83×4.17×
2 Jun 20233.87×4.17×
16 Jun 20233.93×4.17×
30 Jun 20233.90×4.17×
14 Jul 20234.02×4.17×
28 Jul 20234.11×4.17×
11 Aug 20234.04×4.17×
25 Aug 20234.01×4.17×
8 Sep 20234.01×4.17×
22 Sep 20233.94×4.17×
6 Oct 20233.67×4.17×
20 Oct 20233.47×4.17×
3 Nov 20233.54×4.17×
17 Nov 20233.66×4.17×
1 Dec 20233.78×4.17×
15 Dec 20233.91×4.17×
29 Dec 20234.01×4.17×
12 Jan 20243.92×4.17×
26 Jan 20243.93×4.17×
9 Feb 20244.10×4.17×
23 Feb 20244.14×4.17×
8 Mar 20244.25×4.17×
22 Mar 20244.31×4.17×
5 Apr 20244.11×4.17×
19 Apr 20243.84×4.17×
3 May 20243.91×4.17×
17 May 20243.97×4.17×
31 May 20243.94×4.17×
14 Jun 20243.75×4.17×
28 Jun 20243.76×4.17×
12 Jul 20243.89×4.17×
26 Jul 20243.86×4.17×
9 Aug 20243.76×4.17×
23 Aug 20243.89×4.17×
6 Sep 20243.78×4.17×
20 Sep 20243.93×4.17×
4 Oct 20243.80×4.17×
18 Oct 20244.01×4.17×
1 Nov 20244.15×4.17×
15 Nov 20244.39×4.17×
29 Nov 20244.52×4.17×
13 Dec 20244.69×4.17×
27 Dec 20244.56×4.17×
10 Jan 20254.45×4.17×
24 Jan 20254.78×4.17×
7 Feb 20254.80×4.17×
21 Feb 20254.52×4.17×
7 Mar 20254.27×4.17×
21 Mar 20254.27×4.17×
4 Apr 20253.81×4.17×
17 Apr 20253.96×4.17×
2 May 20254.42×4.17×
16 May 20254.72×4.17×
30 May 20254.71×4.17×
13 Jun 20254.59×4.17×
27 Jun 20254.95×4.17×
11 Jul 20254.88×4.17×
25 Jul 20254.76×4.17×
8 Aug 20254.63×4.17×
22 Aug 20254.77×4.17×
5 Sep 20254.61×4.17×
19 Sep 20254.59×4.17×
3 Oct 20254.37×4.17×
17 Oct 20254.13×4.17×
31 Oct 20254.12×4.17×
14 Nov 20254.17×4.17×
28 Nov 20254.13×4.17×
12 Dec 20254.24×4.17×
26 Dec 20254.33×4.17×
9 Jan 20264.33×4.17×
23 Jan 20264.25×4.17×
6 Feb 20264.22×4.17×
20 Feb 20264.06×4.17×
6 Mar 20264.07×4.17×
20 Mar 20263.88×4.17×
2 Apr 20263.78×4.17×
17 Apr 20263.92×4.17×
1 May 20264.43×4.17×
15 May 20264.45×4.17×
29 May 20264.32×4.17×
12 Jun 20264.39×4.17×
26 Jun 20264.29×4.17×
10 Jul 20264.58×4.17×
24 Jul 20264.76×4.17×
7 Aug 20265.03×4.17×
21 Aug 20265.10×4.17×
4 Sep 20265.10×4.17×
18 Sep 20265.05×4.17×
2 Oct 20264.85×4.17×
16 Oct 20264.94×4.17×
30 Oct 20264.90×4.17×
4 Nov 20265.10×4.17×

Book value per share

  • Book value per share $21.12
Book value per share
WeekBook 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
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 5.1× are drawn at the top edge.

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×
PEG 1.27 at the Sep 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20211.29×1.00×
Dec 20211.29×1.00×
Mar 20221.25×1.00×
Jun 20221.25×1.00×
Sep 20221.31×1.00×
Dec 20221.46×1.00×
Mar 20231.36×1.00×
Jun 20231.41×1.00×
Sep 20231.33×1.00×
Dec 20231.44×1.00×
Mar 20241.48×1.00×
Jun 20241.28×1.00×
Sep 20241.29×1.00×
Dec 20241.43×1.00×
Mar 20251.33×1.00×
Jun 20251.59×1.00×
Sep 20251.36×1.00×
Dec 20251.27×1.00×
Mar 20261.27×1.00×
Jun 20261.27×1.00×
Sep 20261.27×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 21 quarters.
5.1×P/BV · higher than 99% of its last 5.3 years
1.54PEG · today, derived from 3-year earnings growth

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%
Growth year by year: revenue +8.1% in FY25, profit +23.1%
QuarterRevenue growth
FY21–
FY223.8%
FY23−3.6%
FY2410.7%
FY258.1%

Profit growth, EPS growth

  • Profit growth 23.1%
  • EPS growth 27.7%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−13%−9.2%
FY23−2.8%0%
FY2425.7%27.5%
FY2523.1%27.7%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue stabilising, profit rolling over

  • Revenue 12.8%
Three growth lines over twelve quarters: revenue stabilising, profit rolling over
QuarterRevenue
Dec 2023−3.6%
Mar 20244.4%
Jun 20245.6%
Sep 20248.5%
Dec 202410.7%
Mar 202510.3%
Jun 202510.7%
Sep 20259.4%
Dec 20258.1%
Mar 20269.4%
Jun 202611.1%
Sep 202612.8%

Profit, EPS

  • Profit 1.8%
  • EPS 5.9%
Profit, EPS
QuarterProfitEPS
Dec 2023−2.8%0.6%
Mar 202424.1%27.4%
Jun 202426.8%29.4%
Sep 202420.4%22.8%
Dec 202425.7%27.1%
Mar 202523.6%25.1%
Jun 202536%38.9%
Sep 202527.9%30.9%
Dec 202523.1%27.6%
Mar 202622.8%27.7%
Jun 20262.6%6.6%
Sep 20261.8%5.9%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 24.7%
ROE: the return line, worked out each quarter
QuarterROE
Dec 202321.7%
Mar 202421.5%
Jun 202422.6%
Sep 202423.2%
Dec 202425.8%
Mar 202526.6%
Jun 202529.5%
Sep 202528.9%
Dec 202526.5%
Mar 202626.8%
Jun 202624.8%
Sep 202624.7%
Net profit over the last 12 months as a share of equity at the quarter end, %.
Steady highRevenue growth · latest +12.8%, range −3.6% to +12.8%
FallingProfit growth · latest +1.8%, range −2.8% to +36.0%
Turning downEPS growth · latest +5.9%, range +0.6% to +38.9%
Turning downROE · latest 24.7%, range 21.5% to 29.5%

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.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
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%
+14.4%Revenue growth (Sep 2026) · latest quarter against a year ago
+2.5%Profit growth (Sep 2026) · latest quarter against a year ago
4.6%Revenue, 4 years · yearly growth over the long run

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%
FY25: ROE 27%, ROA 13.10%, up from a FY23 low of 22%
QuarterROE
FY2129.4%
FY2224.3%
FY2321.7%
FY2425.8%
FY2526.5%

ROA

  • ROA 13.1%
ROA
QuarterROA
FY2115.3%
FY2214%
FY2311%
FY2413.2%
FY2513.1%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Sep 2026: ROE 28.5% (last 12 months), ROA 14.90%

  • ROE (12 months) 28.5%
Sep 2026: ROE 28.5% (last 12 months), ROA 14.90%
QuarterROE (12 months)
Dec 202322.5%
Mar 202422.9%
Jun 202423.9%
Sep 202424.7%
Dec 202426.9%
Mar 202527.1%
Jun 202526.9%
Sep 202539.5%
Dec 202527.7%
Mar 202627.2%
Jun 202625.9%
Sep 202628.5%

ROA (12 months)

  • ROA (12 months) 14.9%
ROA (12 months)
QuarterROA (12 months)
Dec 202311.5%
Mar 202410.9%
Jun 202413%
Sep 202413.4%
Dec 202413.8%
Mar 202513.6%
Jun 202515%
Sep 202514.3%
Dec 202514.6%
Mar 202613.1%
Jun 202614.5%
Sep 202614.9%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

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.

3.5%Short interest · of the tradable float
3.8Days to cover · at typical volumes

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.

  1. 1Victory Capital Holdings, Inc.VCTR · leader · Most evidence points up · 76% evidence69.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  2. 2Northern Trust CorporationNTRS · quiet · Most evidence points up · 80% evidence67.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  3. 3Equitable Holdings, Inc.EQH · leader · Most evidence points up · 67% evidence65.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  4. 4Franklin Resources, Inc.BEN · turning · Evidence leans up · 76% evidence64.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  5. 5Blackstone Inc.BX · basing · Evidence leans up · 80% evidence62.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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%.
  6. 6BlackRock, Inc.BLK · breaking out · Evidence leans up · 80% evidence62.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  7. 7State Street CorporationSTT · quiet · Evidence leans up · 80% evidence62.3out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  8. 8SEI Investments Company this pageSEIC · losing its lead · Evidence leans up · 80% evidence60.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  9. 9T. Rowe Price Group, Inc.TROW · quiet · Evidence leans up · 76% evidence58.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  10. 10Ameriprise Financial, Inc.AMP · quiet · Evidence leans up · 76% evidence58.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & 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.
  11. 11Brookfield Asset Management Ltd.BAM · turning · Evidence leans up · 76% evidence58.4out of 100GrowthCapitalValuationRelative
  12. 12Ares Management CorporationARES · turning · Evidence leans up · 76% evidence56.7out of 100GrowthCapitalValuationRelative
  13. 13Affiliated Managers Group, Inc.AMG · quiet · Evidence leans up · 76% evidence56.7out of 100GrowthCapitalValuationRelative
  14. 14Corebridge Financial, Inc.CRBG · leader · Too little evidence to rank firmly · 55% evidence55.9out of 100GrowthCapitalValuationRelative
  15. 15Principal Financial Group, Inc.PFG · turning · Evidence leans up · 76% evidence55.4out of 100GrowthCapitalValuationRelative
  16. 16Raymond James Financial, Inc.RJF · basing · Evidence leans down · 76% evidence49.2out of 100GrowthCapitalValuationRelative
  17. 17Invesco Ltd.IVZ · quiet · Evidence leans down · 67% evidence47.0out of 100GrowthCapitalValuationRelative
  18. 18Brookfield CorporationBN · basing · Evidence leans down · 76% evidence45.6out of 100GrowthCapitalValuationRelative
  19. 19TPG Inc.TPG · turning · Evidence leans down · 64% evidence44.0out of 100GrowthCapitalValuationRelative
  20. 20Blue Owl Capital Inc.OWL · quiet · Evidence leans down · 76% evidence43.4out of 100GrowthCapitalValuationRelative
  21. 21Main Street Capital CorporationMAIN · basing · Evidence leans down · 76% evidence37.6out of 100GrowthCapitalValuationRelative
  22. 22KKR & Co. Inc.KKR · basing · Evidence leans down · 76% evidence37.0out of 100GrowthCapitalValuationRelative
  23. 23Ares Capital CorporationARCC · basing · Evidence leans down · 76% evidence35.3out of 100GrowthCapitalValuationRelative
  24. 24StepStone Group Inc.STEP · turning · Most evidence points down · 67% evidence33.5out of 100GrowthCapitalValuationRelative
  25. 25Blue Owl Capital CorporationOBDC · basing · Most evidence points down · 64% evidence31.3out of 100GrowthCapitalValuationRelative
  26. 26Apollo Global Management, Inc.APO · basing · Most evidence points down · 64% evidence31.1out of 100GrowthCapitalValuationRelative
  27. 27Blackstone Secured Lending FundBXSL · quiet · Most evidence points down · 76% evidence30.6out of 100GrowthCapitalValuationRelative
  28. 28The Carlyle Group Inc.CG · basing · Most evidence points down · 64% evidence22.9out of 100GrowthCapitalValuationRelative
  29. 29Janus Henderson Group plcJHG · Too little evidence to rank firmly · 43% evidence73.9out of 100GrowthCapitalValuationRelative
  30. 30Pershing Square Inc.PS · breaking out · Too little evidence to rank firmly · 35% evidence51.1out of 100GrowthCapitalValuationRelative

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

  1. Equitable Holdings, Inc. $15.1 billion
  2. Ares Capital Corporation $14.1 billion
  3. Invesco Ltd. $12.9 billion
  4. SEI Investments Company $12.9 billion
  5. Affiliated Managers Group, Inc. $9.4 billion
  6. Janus Henderson Group plc $8 billion
  7. Victory Capital Holdings, Inc. $7.4 billion

All 90 Asset Management companies, largest first

Companies close in size in other industries

  1. On Holding AG $12.9 billion · Footwear & Accessories
  2. Texas Roadhouse, Inc. $12.9 billion · Restaurants
  3. SEI Investments Company $12.9 billion
  4. The Magnum Ice Cream Company N.V. $12.9 billion · Packaged Foods
  5. 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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