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    Is SEI Investments (SEIC) Cheap On Solid Q3 Results And Its New Advisor Portal?

    Simply Wall St·10/28/2026 14:10:42
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    SEI Investments (SEIC) is drawing fresh attention after reporting third quarter 2026 results with higher revenue and earnings compared with a year earlier, alongside launching its new SEI Pathfinder Portal for financial advisors.

    Recent trading tells a mixed story for SEI Investments. The share price is down 4% over the past week and 3% over the last month, yet the year to date share price return of 23.9% and 1 year total shareholder return of 27.2% point to momentum that has built over a longer stretch, as investors react to solid quarterly results, the launch of the Pathfinder Portal, and October’s new CIO appointment.

    Scan beyond SEI Investments and compare its momentum, earnings profile, and business model with a curated group of peers in our 21 high quality undiscovered gems that are still flying under most investors' radar.

    Bulls see SEI Investments pairing solid Q3 numbers with new advisor tools and leadership, while bears point to the recent pullback. Which side does current valuation evidence support next?

    Most Popular Narrative: 13% Undervalued

    SEI Investments closed at $102.88, while the most followed narrative framework pegs fair value closer to $118.38. This puts the spotlight squarely on how margins, capital returns, and growth projects compare with that gap.

    Professional services and Data Cloud offerings are being scaled across the company, with leadership roles created to expand these 30 to 40% margin services beyond Private Banking into other segments. This can lift blended operating margins and earnings over time as attach rates rise. The build out of SEI Investments ETFs and the partnership that supports research-enhanced and factor ETF launches, along with growth in ETF assets to more than US$8b, provides a product set that can attract flows from traditional vehicles and contribute to fee revenue and asset management earnings.

    See why 5 investors see SEI Investments as 13% undervalued.

    Result: Fair Value of $118.38 (UNDERVALUED)

    Still, sentiment toward alternative asset managers and the risk of lower fee rates from a shift toward ETFs and newer offerings could challenge this view that the stock is undervalued.

    Find out about the key risks to this SEI Investments narrative.

    Next Steps

    Mixed views on SEI Investments so far, so do not let the crowd decide for you when you can weigh the evidence yourself. For a sharper view of both the upside and the concerns, go straight to the 3 key rewards and 1 important warning sign

    Looking for more investment ideas beyond SEI Investments?

    If SEI Investments has your attention, do not stop here. A wider watchlist often surfaces opportunities that single stock research alone can miss.