• 简

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    How SEI’s Stratos Partnership and Equity Stake Could Reshape SEI Investments (SEIC) Investors’ Thesis

    Simply Wall St·12/14/2025 18:24:35
    语音播报
    • Earlier this week, SEI Investments announced a partnership and equity investment in Stratos, aimed at deepening its reach into the independent financial adviser market and broadening distribution for its technology and asset management platforms.
    • The move highlights SEI’s push to pair its outsourced technology and investment solutions with Stratos’s adviser network, potentially increasing recurring revenues by embedding SEI more deeply into advisers’ core workflows.
    • We’ll now examine how the Stratos partnership, with its potential to expand SEI’s adviser channel access, may reshape its investment narrative.

    The latest GPUs need a type of rare earth metal called Neodymium and there are only 36 companies in the world exploring or producing it. Find the list for free.

    SEI Investments Investment Narrative Recap

    To own SEI today, you need to believe its technology and outsourcing model can keep winning new adviser and institutional clients, while investment spending and competition do not overwhelm margins. The Stratos partnership fits that story by widening SEI’s reach into independent advisers, but it does not remove the near term risk that heavy technology and talent investment could still outpace revenue growth and weigh on earnings.

    Against this backdrop, SEI’s ongoing share repurchase activity, including US$140.55 million of buybacks in Q3 2025, is particularly relevant. It reinforces management’s willingness to return capital even as the company continues to invest in growth initiatives that could take time to fully translate into higher earnings and a stronger valuation.

    Yet, while SEI is leaning into growth and distribution, investors should also be aware of the risk that rising technology and talent investments could...

    Read the full narrative on SEI Investments (it's free!)

    SEI Investments' narrative projects $2.5 billion revenue and $733.0 million earnings by 2028. This requires 4.8% yearly revenue growth and about a $43.7 million earnings increase from $689.3 million today.

    Uncover how SEI Investments' forecasts yield a $95.17 fair value, a 15% upside to its current price.

    Exploring Other Perspectives

    SEIC 1-Year Stock Price Chart
    SEIC 1-Year Stock Price Chart

    Three Simply Wall St Community fair value estimates for SEI range from US$68.74 to US$95.17, underlining how far opinions can differ. Set those views against SEI’s push into the independent adviser channel through Stratos and consider how that might influence your own expectations for future growth and profitability.

    Explore 3 other fair value estimates on SEI Investments - why the stock might be worth as much as 15% more than the current price!

    Build Your Own SEI Investments Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your SEI Investments research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free SEI Investments research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SEI Investments' overall financial health at a glance.

    Curious About Other Options?

    These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.