盈利与营收预期 - 华尔街分析师预测SEI Investments（SEIC）即将发布的季度每股收益为1.07美元同比增长23%营收将达5.3316亿美元较去年同期增长11.8% [1] - 在过去30天里该季度每股收益预期共识向上修正3.5% [1] - 分析师预计“Revenue - Investment Advisors”为1.2316亿美元同比变化+11.5%“Revenue - Investment Managers”达1.8561亿美元较去年同期变化+9.6%“Revenue - Private Banks”达1.3349亿美元较上一年度季度变化+9.9%“Revenue - Investments in New Business”将达1554万美元较去年同期变化+207.3% [2] 资产管理规模预期 - 分析师共识认为“Assets under management - Institutional Investors”将达803.6亿美元去年同期为745.1亿美元“Assets under management - Investments in New Business”预计为29.7亿美元去年为22.2亿美元“Assets under management - LSV - Equity and Fixed Income programs”应达927.8亿美元去年同期为836.8亿美元“Assets under management - Investment Advisors”共识估计为818.3亿美元去年同期为720.9亿美元“Assets under management - Private Banks”预计将达283.6亿美元去年为266.8亿美元 [3] 客户资产托管规模预期 - 分析师平均预测“Client assets under administration”为1039003去年同期为890781“Client assets under administration - Investment Managers”预计为1024606去年为886382“Assets under management - Investment Managers”可能达1933.9亿美元去年为1471.7亿美元 [4] 股票回报与排名 - SEI股票过去一个月回报率为+7.7%而Zacks S&P 500综合指数变化为+4.5%公司Zacks排名为2（买入）预计近期将跑赢整体市场 [4]

文章核心观点 - SEI Investments被升级为Zacks Rank 2（买入）投资者可考虑买入 其盈利预期呈上升趋势这是影响股价最有力的因素之一[1] 根据相关目录分别进行总结 关于Zacks评级 - Zacks评级核心是公司盈利状况的变化 系统追踪卖方分析师对股票每股收益预期的共识估计[1] - Zacks评级系统对个人投资者很有用 华尔街分析师评级升级多受主观因素驱动难以实时观测衡量 而Zacks评级升级是对SEI盈利前景的积极评价 可能对其股价产生有利影响[2] - Zacks评级系统根据与盈利预期相关的四个因素将股票分为五组 从Zacks Rank 1（强力买入）到Zacks Rank 5（强力卖出） 自1988年以来Zacks Rank 1股票平均年回报率为+25%[6] - Zacks评级系统在任何时候对4000多只股票的买入和卖出评级保持相同比例 只有排名前5%的股票获得强力买入评级 接下来15%获得买入评级[8] 关于盈利预期与股价关系 - 公司未来盈利潜力的变化（反映在盈利预期修正中）与其股票近期价格走势有很强的相关性 机构投资者利用盈利和盈利预期计算公司股票公允价值 其买卖行为导致股票价格变动[3] - 实证研究表明盈利预期修正趋势与近期股票走势之间存在很强的相关性[5] 关于SEI公司 - 截至2024年12月的财年 该投资管理公司预计每股盈利4.20美元 较上年报告数字变化21.4% 在过去三个月 公司的Zacks共识预期增长了1.4%[7] - SEI盈利预期上升及评级升级意味着公司基础业务的改善 投资者应推动股价上涨[4] - SEI被升级到Zacks Rank 2 在盈利预期修正方面位于Zacks覆盖股票的前20% 意味着股票近期可能上涨[9]

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership OAKS, Pa., Sept. 17, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Knights of Columbus Asset Advisors® (KoCAA) expanded their strategic partnership across technology, operations, asset management, and advisor services for KoCAA's individual and institutional wealth management business. An existing client leveraging SEI's fund administration services, KoCAA is moving more than $500 million in assets under management (A ...

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth OAKS, Pa., Sept. 12, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Diversified, LLC (Diversified) celebrated a major growth milestone, surpassing $2 billion in client assets under management (AUM) as of June 30, 2024. Diversified leverages SEI as a strategic partner across technology, operations, and asset management, reinforcing SEI's commitment to serving the RIA community. SEI also played an impo ...

Breadth of Capabilities and Strength of Global Operations to Help Accelerate Growth OAKS, Pa., Sept. 9, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that it exceeded $1.5 trillion in alternative assets under administration1, 2 in its Investment Managers business, which services private equity, private credit, venture capital, hedge, real estate, and infrastructure funds. As the largest private credit fund administrator by assets globally,3 SEI's clients include 43 of the top 100 largest investmen ...

Exchange-traded, Interval, and Tender-Offer Funds Present Growth Opportunities for Investment Managers OAKS, Pa., Aug. 28, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that the Advisors' Inner Circle Fund® (AIC) series trust reached $100 billion in net assets, supporting 47 clients and 128 funds.1 An end-to-end operational platform, the AIC provides investment managers of all sizes a more cost-effective solution to launch and operate new and existing registered funds. SEI helped pioneer the serie ...

SEI-Managed Investment Options Bolster Choice, Control, and Customization in SMA and UMA Solutions Through Managed Accounts Program OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program.1 The additional strategies were developed in response to feedback from some of the company's largest strategic clients an ...

SEI Investments Company (SEIC) announced an enhanced integration with Canoe Intelligence ("Canoe") to boost operational efficiency for family offices via the SEI Archway Platform. This expanded relationship between both entities aims to automate the transmission of private equity and hedge fund valuations alongside private equity call and distribution data. Per a Preqin report, global alternative assets are projected to reach $23 trillion by 2027. Family offices allocated 42% of their investment portfolios ...

SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities Company Contact: Media Contact: Emily Baldwin Kerry Mullen SEI Vested +1 610-676-3262 +1 201-674-4185 [email protected] [email protected] OAKS, Pa., July 31, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the company has been recognized with three awards for SEI Sphere®, which provides comprehensive cybersecurity and IT solutions designed to protect and optimize enterprise te ...

Integration Enhances Operational Efficiency and User Experience for Family OfficesOAKS, Pa. and NEW YORK, July 30, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and Canoe Intelligence (Canoe) today announced an enhanced integration that automates the transmission of private equity and hedge fund valuations, as well as private equity call and distribution data, to improve operational efficiency for family offices using the SEI Archway PlatformSM.With global alternative assets expected to hit $23 trillion by 2027,1 ...