SEI Investments Co News and Headlines -

GuruFocus Articles Total 42
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Investment company Boston Financial Mangement Inc (Current Portfolio) buys American Tower Corp, iShares Russell 1000 ETF, Tractor Supply Co, Comfort Systems USA Inc, SEI Investments Co, sells The Hershey Co, Expeditors International of Washington Inc, Illinois Tool Works Inc, Emerson Electric Co, Insulet Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Boston Financial Mangement Inc . As of 2021Q1, Boston Financial Mangement Inc owns 230 stocks with a total value of $2.2 billion. These are the details of the buys and sells.
0 Views    insider    2021-05-07 17:38

The stock of SEI Investments Co (NAS:SEIC, 30-year Financials) shows every sign of being fairly valued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF

0 Views    GF Value    2021-05-07 04:12
Grosse Pointe Farms, MI, based Investment company RK Asset Management, LLC (Current Portfolio) buys Mohawk Industries Inc, Amerco Inc, Campbell Soup Co, NewMarket Corp, SEI Investments Co, sells Allegiant Travel Co, Jefferies Financial Group Inc, American Express Co, National Beverage Corp, Nelnet Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, RK Asset Management, LLC. As of 2021Q1, RK Asset Management, LLC owns 16 stocks with a total value of $112 million. These are the details of the buys and sells.
0 Views    insider    2021-04-05 18:38

The stock of SEI Investments Co (NAS:SEIC, 30-year Financials) is believed to be fairly valued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value

0 Views    GF Value    2021-04-03 13:12
They hold high GuruFocus ratings for financial strength and profitability

Investors searching for value opportunities could be interested in the three stocks listed below, as they represent equities in companies with high profitability and robust financial conditions. These qualities are represented by GuruFocus profitability and financial strength ratings of at least 7 out of 10.

Additionally, Wall Street sell-side analysts have issued positive ratings for them, suggesting that share prices are foreseen to perform well over the coming months.

SEI Investments Co

The first stock that makes the cut is SEI Investments Co (SEIC), an Oaks, Pennsylvania-based asset management company.

GuruFocus rated its financial strength 9 out of 10,

61 Views    Alberto Abaterusso    2021-03-25 16:53
Lithia Motors makes the list

According to the GuruFocus All-in-One Screener, a Premium feature, as of Feb. 1, the following guru-held companies have positive future earnings estimates from Morningstar analysts.

Lithia Motors

Shares of Lithia Motors Inc. (LAD) were trading around $318 on Monday.

The company, which retails new and used vehicles and related services, has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 14.50% over the past three years.7077caf7699b1bffbbdda398309d7a24.png

Analysts project a three-year to five-year earnings growth rate of 28.03%. The return on equity (ROE) of 23.35% and return on assets

168 Views    Tiziano Frateschi    2021-02-01 15:53
Peter Lynch companies with good growth and value potential

According to the Peter Lynch Stalwarts Screen, a Premium All-in-One Screener template, four stocks that have good growth potential and are modestly undervalued based on the GF Value measure are Intel Corp. (INTC), Maximus Inc. (MMS), SEI Investments Co. (SEIC) and Usana Health Sciences Inc. (USNA).

Lynch, the legendary manager of the Fidelity Magellan Fund during the 1980s, defined a stalwart as a well-established company that still offers long-term growth potential. The Screener lists certain criteria for stalwarts, including 10-year revenue and earnings growth rates between 8% and 20%, 10 years of profitability over the

1180 Views    James Li    2020-12-18 20:36
This fintech and investment management company offers solid fundamentals and is modestly undervalued

For most of the past decade, the SEI Investment Co.'s (SEIC) earnings per share and share price moved along together. However, in 2018 and 2019, the earnings kept growing while the share price stalled:

SEI share price and earnings per share chart

In 2020, earnings came down, as did the stock price, but we're still left with a significant gap between the two.

Company history and recent earnings

SEI began operations in 1968 with computer-based training simulations for bank loan officers. According to its 10-K for 2019, it went on to become a provider of investment processing

101 Views    Robert Abbott    2020-11-03 15:22
Martin Marietta makes the list

According to the GuruFocus All-in-One Screener, a Premium feature, as of June 29, the following guru-held companies are trading at a discount and have positive future earnings estimates from Morningstar analysts.

Lincoln Electric

Shares of Lincoln Electric Holdings Inc. (LECO) were trading around $81.05 on Monday.

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The manufacturer of welding and brazing products has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have increased 17.20% over the past three years.

Analysts project a three-year to five-year earnings growth rate of 8.31%. The return on equity of 34.58% and

107 Views    Tiziano Frateschi    2020-06-29 15:38
These strong businesses could have high potential

In order to unearth stocks that represent reasonably priced strong businesses capable of generating high share price returns, I have screened the market for companies with the following characteristics:

1) Their share prices are trading below or close to the Peter Lynch earnings line.

2) Their return on invested capital (ROIC) surpasses the weighted average cost of capital (WACC), suggesting efficient allocation of financial resources.

3) Wall Street analysts predict that their annual earnings per share will grow more rapidly than the S&P 500 index over the next one to five years.

Sprouts Farmers Market Inc

The first company

132 Views    Alberto Abaterusso    2020-05-08 15:50
Aflac makes the list

According to the GuruFocus All-in-One Screener, a Premium feature, the following companies have grown their book value per share over the past decade through April 13.

Book value per share is calculated as total equity minus preferred stock, divided by shares outstanding. Theoretically, it is what shareholders will receive if a company is liquidated. Total equity is a balance sheet item and is equal to total assets minus total liabilities.

Since the book value per share may not reflect the company’s true value, some investors check the tangible book value to confirm their investment ideas.

Arch Capital Group

The

84 Views    Tiziano Frateschi    2020-04-13 15:04
Some examples to demonstrate that volatility is far from synonymous with risk

"The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but rather by the probability – the reasoned probability – of that investment causing its owner a loss of purchasing-power over his contemplated holding period...

We think of business risk in terms of what can happen — say five, 10, 15 years from now — that will destroy, or modify, or reduce the economic strengths that we perceive currently exist in a business...

Risk comes from not knowing what you're doing.”

- Warren Buffett

1087 Views    Steven Chen    2020-03-23 17:42
The wealthiest people don't always have the biggest salaries. And the wealthiest companies aren't necessarily those with the best earnings lately

The wealthiest people don’t always have the biggest salaries. And the wealthiest companies aren’t necessarily those with the best earnings lately.

I believe that companies with a great balance sheet deserve recognition. So, in 2001 I started compiling an annual list of Balance Sheet Powerhouses. To make it, a company needs to have:

  • A market value of $1 billion or more.
  • $300 million in current assets.
  • Debt less than 10% of stockholders’ equity.
  • A current ratio (current assets divided by current liabilities) of 2.0 or better.
  • Earnings of at least 10 cents a share in the latest fiscal year.
281 Views    John Dorfman    2020-02-10 21:15
When you find a company with a deep competitive moat, stick with the management team that got them there

"When you have to make a choice and don’t make it, that is in itself a choice."

- William James

One evening a Cherokee elder told his grandson about a battle that goes on inside people. He said, “My son, the battle is between two “wolves” inside us all. One is Evil. It is anger, envy, jealousy, sorrow, regret, greed, arrogance, self-pity, guilt, resentment, inferiority, lies, false pride, superiority, and ego. The other is Good. It is joy, peace, love, hope, serenity, humility, kindness, benevolence, empathy, generosity, truth, compassion, and faith.” The grandson thought about

717 Views    Thomas Macpherson    2020-01-31 16:41
Long-term thinking, superior capital allocation and an entrepreneurial mentality can lead to a competitive edge for excessive returns

Many investors, including us at Urbem, highly appreciate businesses where founders still manage day-to-day operations, lead the board or hold some other position of significant influence. The reason is the so-called founder advantage. A study of the S&P 500 by consulting firm Bain & Co. shows that founder-led companies outperformed others by three-to-one in the S&P 500 over a 25-year period.

So how would founders provide a competitive edge for the business to generate excessive returns? First, we think that founders tend to take a longer-term view and have a greater desire to maximize the sustainability of their company. In

637 Views    Steven Chen    2020-01-12 19:57
Cyclical stocks can have an unusual advantage

It is usual for investors to dislike cyclical stocks. In the end, who could predict macro-economic trends accurately on a consistent basis to buy and sell at near-perfect timings? If such a discipline could be studied, the wealthiest group of people on this planet would be economists!

At Urbem, we fully recognize our inability to make calls on cycles, which in itself is an edge for our investment process in our view. But at the same time, we think that recession provides a unique advantage for a small portion of cyclical businesses – it helps weaken or even wipe out

776 Views    Steven Chen    2020-01-03 15:43
Managers who are outstanding capital allocators are vital to achieving long-term investment results

When we control a company we get to allocate capital, whereas we are likely to have little or nothing to say about this process with marketable holdings. This point can be important because the heads of many companies are not skilled in capital allocation.

Their inadequacy is not surprising. Most bosses rise to the top because they have excelled in an area such as marketing, production, engineering, administration or, sometimes, institutional politics. Once they become CEOs, they face new responsibilities. They now must make capital allocation decisions, a critical job that they may have never tackled and that

814 Views    Thomas Macpherson    2019-12-19 17:56
A cyclical business looking to take advantage of recessions

"CEOs need to be shareholders. They should have just as much at stake as their employees or their investors." - Alfred West, chairman and CEO of SEI Investments

Pennsylvania-based SEI Investments (SEIC) is a global provider of investment processing, investment management and investment operations solutions that enables corporations, financial institutions, financial advisors and ultra-high-net-worth families to create and manage wealth. In 1968, its current chairman and CEO, Alfred West, who was just fresh out of college, founded the company as Simulated Environments to develop training simulation applications for banks. Over the next several decades, the business pivoted a

469 Views    Steven Chen    2019-12-08 20:25
In this final segment, I look at SEI Investment's history of growth and potential to keep compounding value over time

In this – part four – of a four-part series on fundamental business analysis, I will continue using SEI Investments (SEIC) as a case study taking readers through the three major components of a successful fundamental business analysis. I will bring readers through the major steps in analyzing the history of SEI Investments' growth and ask whether that growth can continue. In particular, I will focus on whether the company’s growth has added value and will continue to add value through scalability, capital allocation and strength of management.

A Note on Value Versus Growth

Many dyed-in-the-wool value

329 Views    Thomas Macpherson    2019-01-24 16:50
Taking a look at the company's competitive moat

In the third installment of this four-part series, I will continue using SEI Investments Co. (SEIC) as a case study, taking readers through the three major components of a successful fundamental business analysis. I will bring readers through the major steps in analyzing a company’s moat, which will include the major traits of the moat, how the company developed and implemented these components and steps required to maintain or even broaden its existing moat.

It might be good to start by defining what the meaning is of a moat and its major components. I define a competitive moat as the

160 Views    Thomas Macpherson    2019-01-21 19:21

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2021-05-07 $ 63.33 (0.24%)
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The Founder Advantage - GuruFocus.com
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