SEI Investments CoSTU:SI3 +0.61%74 5-Year Yield-on-Cost % is 0.76 as of Jul. 12, 2026, which is 55% below its 10-year median of 1.69. GuruFocus rates STU:SI3 with a GF Score™ of 74/100 and a GF Value™ of €78.64 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,113 Asset Management companies, SEI Investments Co ranks worse than 89.85% on this metric.
SEI Investments Co's yield on cost for the quarter that ended in Mar. 2026 was 0.76.
The historical rank and industry rank for SEI Investments Co's 5-Year Yield-on-Cost % or its related term are showing as below:
STU:SI3'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.76 Med: 1.69 Max: 2.48
Current: 0.76
During the past 13 years, SEI Investments Co's highest Yield on Cost was 2.48. The lowest was 0.76. And the median was 1.69.
STU:SI3's 5-Year Yield-on-Cost % is ranked worse than 89.85% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs STU:SI3: 0.76
SEI Investments Co (STU:SI3) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
SEI Investments Co 5-Year Yield-on-Cost % Related Terms
STU:SI3 vs IVZ, PSLV, AMG: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, SEI Investments Co's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
SEI Investments Co 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, SEI Investments Co's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where SEI Investments Co's 5-Year Yield-on-Cost % falls into.
SEI Investments Co 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
SEI Investments Co (STU:SI3) has a 5-Year Yield-on-Cost % of 0.76 as of Jul. 12, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on SEI Investments Co and its competitors. This is 55% below median its historical median of 1.69. Over the past decade, SEI Investments Co's 5-Year Yield-on-Cost % has ranged from 0.76 to 2.48. According to the industry distribution chart, SEI Investments Co ranks #1000 out of 1113 companies in the Asset Management industry, placing it in the top 89.8%.
Is SEI Investments Co's 5-Year Yield-on-Cost % too high?
SEI Investments Co's current 5-Year Yield-on-Cost % of 0.76 is 55% below median its 10-year median of 1.69. Over the past 10 years, this metric has ranged from a low of 0.76 to a high of 2.48. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. SEI Investments Co's value of 0.76 is 88.1% below this industry median. Based on the distribution chart, SEI Investments Co ranks #1000 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, SEI Investments Co has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does SEI Investments Co's 5-Year Yield-on-Cost % compare to IVZ and PSLV?
According to the Asset Management industry distribution chart, SEI Investments Co ranks #1000 out of 1113 companies for 5-Year Yield-on-Cost %. This places SEI Investments Co in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. SEI Investments Co's value of 0.76 is 88.1% below this benchmark. Historically, SEI Investments Co's own 5-Year Yield-on-Cost % has ranged from 0.76 to 2.48 over the past decade. While the company's 10-year median is 1.69 vs. the industry median of 6.39, SEI Investments Co has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SEI Investments Co's current 5-Year Yield-on-Cost % of 0.76 is 88.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on SEI Investments Co and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SEI Investments Co's current 5-Year Yield-on-Cost % is 0.76, which is 55% below median its own 10-year median of 1.69. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SEI Investments Co stock overvalued right now?
Based on GuruFocus' analysis, SEI Investments Co (STU:SI3) is currently considered Fairly Valued. The stock's GF Value™ is €78.64, compared to a current price of €82.50 — trading 4.9% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.76, which is 55% below median its 10-year median of 1.69 and 88.1% below the Asset Management industry median of 6.39. SEI Investments Co's overall GF Score™ is 74/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For SEI Investments Co (STU:SI3), the current 5-Year Yield-on-Cost % is 0.76 as of Jul. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is SEI Investments Co (STU:SI3) Overvalued in 2026?
Based on GuruFocus' analysis, SEI Investments Co stock appears to be overvalued.
The current stock price of €82.50 is trading 4.9% above its estimated GF Value™ of €78.64.
GuruFocus considers SEI Investments Co to be Fairly Valued.
Key valuation signals for STU:SI3:
5-Year Yield-on-Cost %: 0.76 (55% below median its 10-year median of 1.69)
GF Value™: €78.64 vs. price of €82.50 (4.9% above fair value)
Industry Position: 88.1% below the Asset Management median (#1000 of 1113)
No single metric tells the full story. See the STU:SI3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of December 2025, SEI (including LSV) manages, administers, or advises about $1.9 trillion in assets.
74GF Score
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