SEIC — SEI Investments Company

Summary

Table of Contents

Company

Data:

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  "price": 103.04,
  "marketCap": 12362430080,
  "beta": 0.975,
  "lastDividend": 1.04,
  "range": "75.08-104.47",
  "change": 0.16,
  "changePercentage": 0.15552,
  "volume": 500457,
  "averageVolume": 723893,
  "companyName": "SEI Investments Company",
  "currency": "USD",
  "cik": "0000350894",
  "isin": "US7841171033",
  "cusip": "784117103",
  "exchangeFullName": "NASDAQ Global Select",
  "exchange": "NASDAQ",
  "industry": "Asset Management",
  "website": "https://www.seic.com",
  "description": "SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.",
  "ceo": "Ryan Hicke",
  "sector": "Financial Services",
  "country": "US",
  "fullTimeEmployees": "5066",
  "phone": "610 676 1000",
  "address": "1 Freedom Valley Drive",
  "city": "Oaks",
  "state": "PA",
  "zip": "19456",
  "image": "https://images.financialmodelingprep.com/symbol/SEIC.png",
  "ipoDate": "1981-03-25",
  "defaultImage": false,
  "isEtf": false,
  "isActivelyTrading": true,
  "isAdr": false,
  "isFund": false,
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      "date": "2026-07-27",
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      "form": "8-K",
      "date": "2026-07-22",
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}

Price / Quote

Data:

{
  "symbol": "SEIC",
  "name": "SEI Investments Company",
  "price": 103.04,
  "changePercentage": 0.15552,
  "change": 0.16,
  "volume": 500457,
  "dayLow": 101.1,
  "dayHigh": 103.09,
  "yearHigh": 104.47,
  "yearLow": 75.08,
  "marketCap": 12362430080,
  "priceAvg50": 92.6538,
  "priceAvg200": 85.3265,
  "exchange": "NASDAQ",
  "open": 102.68,
  "previousClose": 102.88,
  "timestamp": 1785441601
}

Volume

Data:

{
  "volume": 500457,
  "avgVolume": 723893,
  "short_ratio": [
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      "symbol": "SEIC",
      "file_date": "2026-07-30",
      "date": "20260730",
      "short_volume": 146894,
      "short_exempt_volume": 56,
      "total_volume": 235162,
      "short_volume_ratio": 0.6246,
      "signal": "Bearish"
    }
  ],
  "volume_profile": {
    "poc": 99.34,
    "vah": 100.52,
    "val": 95.37,
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    ],
    "sessions": 20
  }
}

Fundamentals

Data:

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  "symbol": "SEIC",
  "marketCap": 12362430080,
  "enterpriseValueTTM": 12034618080,
  "evToSalesTTM": 4.904510042848072,
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  "evToEBITDATTM": 12.465358544505385,
  "netDebtToEBITDATTM": -0.33954497666879,
  "currentRatioTTM": 98.3615992970123,
  "incomeQualityTTM": -268.1822975517891,
  "grahamNumberTTM": 52.39529179620396,
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  "taxBurdenTTM": 0.7752086762833413,
  "interestBurdenTTM": 1.063371814353471,
  "workingCapitalTTM": 1329570000,
  "investedCapitalTTM": 2373744000,
  "returnOnAssetsTTM": 0.2126288000798956,
  "operatingReturnOnAssetsTTM": 0.21554726413390404,
  "returnOnTangibleAssetsTTM": 0.28682507748355174,
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  "returnOnInvestedCapitalTTM": 0.16783790714985194,
  "returnOnCapitalEmployedTTM": 0.2148385136355591,
  "earningsYieldTTM": 0.057005270927435375,
  "freeCashFlowYieldTTM": 0.05609487742397003,
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  "capexToDepreciationTTM": 0.33046591151955546,
  "capexToRevenueTTM": 0.007561784116463294,
  "salesGeneralAndAdministrativeToRevenueTTM": 0.09373555803154798,
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  "intangiblesToTotalAssetsTTM": 0.25868127729490803,
  "averageReceivablesTTM": 804572000,
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  "cashConversionCycleTTM": 120.73796999430566,
  "freeCashFlowToEquityTTM": 672096000,
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  "tangibleAssetValueTTM": 1675928000,
  "netCurrentAssetValueTTM": 554760000,
  "grossProfitMarginTTM": 0.6728076531531274,
  "ebitMarginTTM": 0.34945141915391154,
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  "operatingProfitMarginTTM": 0.2898630931955761,
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  "continuousOperationsProfitMarginTTM": 0.2914993402032614,
  "netProfitMarginTTM": 0.28806505538787813,
  "bottomLineProfitMarginTTM": 0.28806505538787813,
  "receivablesTurnoverTTM": 2.9075533068305024,
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  "quickRatioTTM": 98.3615992970123,
  "solvencyRatioTTM": 1.0334193230906596,
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  "priceToEarningsRatioTTM": 17.765517241379314,
  "priceToEarningsGrowthRatioTTM": 2.607209692451075,
  "forwardPriceToEarningsGrowthRatioTTM": 1.680966050063697,
  "priceToEarningsDilutedRatioTTM": 18.17283950617284,
  "priceToEarningsDilutedGrowthRatioTTM": 2.848859840232388,
  "priceToBookRatioTTM": 4.960491451367326,
  "priceToSalesRatioTTM": 5.038104414973432,
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  "dividendPaidAndCapexCoverageRatioTTM": 36.596628289473685,
  "dividendPayoutRatioTTM": 0.0012746693074909812,
  "dividendYieldTTM": 0.01009317,
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  "shareholdersEquityPerShareTTM": 20.772135384206283,
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  "enterpriseValueMultipleTTM": 12.465358544505385,
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  "dcf": {
    "symbol": "SEIC",
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  "statements": {
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        "symbol": "SEIC",
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        "cik": "0000350894",
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    "balance_sheet": [
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        "otherTotalStockholdersEquity": 0,
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        "totalInvestments": 461781000,
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    "cash_flow": [
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        "otherWorkingCapital": -1671000,
        "otherNonCashItems": -130952000,
        "netCashProvidedByOperatingActivities": 607662000,
        "investmentsInPropertyPlantAndEquipment": -22644000,
        "acquisitionsNet": -302048000,
        "purchasesOfInvestments": -157510000,
        "salesMaturitiesOfInvestments": 123800000,
        "otherInvestingActivities": -40690000,
        "netCashProvidedByInvestingActivities": -399092000,
        "netDebtIssuance": 0,
        "longTermNetDebtIssuance": 0,
        "shortTermNetDebtIssuance": 0,
        "netStockIssuance": -483903000,
        "netCommonStockIssuance": -483903000,
        "commonStockIssuance": 144232000,
        "commonStockRepurchased": -628135000,
        "netPreferredStockIssuance": 0,
        "netDividendsPaid": -124198000,
        "commonDividendsPaid": -124198000,
        "preferredDividendsPaid": 0,
        "otherFinancingActivities": 18603000,
        "netCashProvidedByFinancingActivities": -589498000,
        "effectOfForexChangesOnCash": -59461000,
        "netChangeInCash": -440389000,
        "cashAtEndOfPeriod": 399804000,
        "cashAtBeginningOfPeriod": 840193000,
        "operatingCashFlow": 607662000,
        "capitalExpenditure": -22644000,
        "freeCashFlow": 585018000,
        "incomeTaxesPaid": 169907000,
        "interestPaid": 578000
      }
    ]
  }
}

Technical

Data:

{
  "price": 103.04,
  "rsi": 68.69218793598412,
  "sma20": 97.90500000000002,
  "sma50": 92.65380000000005,
  "sma200": 85.32650000000004,
  "adx": 29.990474389316113,
  "atr": 2.7,
  "atr_pct": 2.62,
  "high_52w": 103.14,
  "low_52w": 47.36,
  "structure": {
    "ema8": 100.9932761307568,
    "ema21": 97.83103021995417,
    "ema50": 93.82948812210813,
    "ema200": 87.25267124053782,
    "checks": {
      "price_above_all": true,
      "ema_stacked": true,
      "ema21_rising": true,
      "ema50_rising": true,
      "adx_over_30": false,
      "higher_highs_lows": true,
      "near_21ema": true
    },
    "dist_21ema_pct": 5.3,
    "macd": {
      "macd": 2.963,
      "signal": 2.559,
      "histogram": 0.403
    },
    "bollinger": {
      "mid": 97.91,
      "upper": 104.21,
      "lower": 91.6,
      "width_pct": 12.89
    },
    "crossover": {
      "fresh_cross": false,
      "pre_compressed": true,
      "held_above_21": true,
      "candles_since": 19,
      "intraday_support": false
    },
    "momentum": {
      "roc10": 2.8,
      "checks": {
        "roc_over_5": false,
        "rsi_in_band": true,
        "macd_expanding": false,
        "top_quartile_3d": false,
        "no_big_down": true,
        "near_high": true
      },
      "volume": {
        "rvol": 0.62,
        "checks": {
          "rvol_over_2": false,
          "up_vol_beats_down": true,
          "obv_new_high": false,
          "surge_day": false,
          "pullback_declining_vol": false,
          "last_up_beats_down": false
        }
      }
    },
    "relative_strength": {
      "sector": "Financial Services",
      "sector_etf": "XLF",
      "sector_etf_ret10d": -0.83,
      "checks": {
        "beats_spy_all": true,
        "beats_sector_10d": true,
        "rs_line_at_high": true,
        "sector_top3": true
      }
    },
    "commodity": {},
    "universe": {
      "checks": {
        "price_over_20": true,
        "avg_vol_over_2m": false,
        "mcap_over_1b": true,
        "no_earnings_7d": true,
        "not_lev_etf_spac": true,
        "bidask_spread": null,
        "dollar_vol_over_10m": true
      },
      "avg_dollar_vol": 74589934.72,
      "avg_vol": 723893
    },
    "options": {
      "checks": {
        "call_vol_2x": false,
        "ivr_under_40": false,
        "iv_contracting": true,
        "oi_calls_above_price": false
      },
      "vals": {
        "call_vol_mult": 0.1,
        "iv_rank": 43.0
      }
    }
  }
}

Levels & Bars

Data:

{
  "prior_day": {
    "high": 103.11,
    "low": 101.1,
    "close": 103.04,
    "date": "2026-07-30"
  },
  "woodie_pivots": {
    "PP": 102.57,
    "R1": 104.04,
    "S1": 102.03,
    "R2": 104.58,
    "S2": 100.56
  },
  "swing": {
    "high_20d": 104.47,
    "low_20d": 90.5,
    "high_60d": 104.47,
    "low_60d": 85.94
  },
  "volume_profile": {
    "poc": 99.34,
    "vah": 100.52,
    "val": 95.37,
    "sessions": 20
  },
  "recent_daily": [
    {
      "d": "2026-06-25",
      "o": 89.41,
      "h": 90.97,
      "l": 87.815,
      "c": 87.93,
      "v": 554262.335876
    },
    {
      "d": "2026-06-26",
      "o": 88.07,
      "h": 88.45,
      "l": 86.39,
      "c": 87.25,
      "v": 1206015.391303
    },
    {
      "d": "2026-06-29",
      "o": 87.43,
      "h": 88.44,
      "l": 85.94,
      "c": 86.49,
      "v": 617697.001134
    },
    {
      "d": "2026-06-30",
      "o": 86.59,
      "h": 88.115,
      "l": 86.11,
      "c": 87.71,
      "v": 564863.397121
    },
    {
      "d": "2026-07-01",
      "o": 87.71,
      "h": 91.06,
      "l": 87.66,
      "c": 90.05,
      "v": 577572.917999
    },
    {
      "d": "2026-07-02",
      "o": 90.57,
      "h": 92,
      "l": 90.495,
      "c": 91.43,
      "v": 730746.407198
    },
    {
      "d": "2026-07-06",
      "o": 91.2,
      "h": 95.607,
      "l": 91.2,
      "c": 94.99,
      "v": 691320.166997
    },
    {
      "d": "2026-07-07",
      "o": 95.66,
      "h": 96.19,
      "l": 94.9001,
      "c": 95.94,
      "v": 633164.877223
    },
    {
      "d": "2026-07-08",
      "o": 95.32,
      "h": 95.9,
      "l": 93.62,
      "c": 94.51,
      "v": 709322.960354
    },
    {
      "d": "2026-07-09",
      "o": 94.48,
      "h": 96.6,
      "l": 92.47,
      "c": 94.73,
      "v": 728743.734603
    },
    {
      "d": "2026-07-10",
      "o": 95.8,
      "h": 96.41,
      "l": 94.7,
      "c": 95.45,
      "v": 600256.05903
    },
    {
      "d": "2026-07-13",
      "o": 96.14,
      "h": 96.73,
      "l": 95.29,
      "c": 96.18,
      "v": 499363.02199
    },
    {
      "d": "2026-07-14",
      "o": 95.4,
      "h": 96.765,
      "l": 94.725,
      "c": 94.89,
      "v": 781173.568465
    },
    {
      "d": "2026-07-15",
      "o": 95.37,
      "h": 98.58,
      "l": 95.37,
      "c": 98.17,
      "v": 956027.495258
    },
    {
      "d": "2026-07-16",
      "o": 97.73,
      "h": 100.28,
      "l": 97.73,
      "c": 100.26,
      "v": 1542411.232656
    },
    {
      "d": "2026-07-17",
      "o": 99.93,
      "h": 100.79,
      "l": 98.61,
      "c": 99.25,
      "v": 866926.437509
    },
    {
      "d": "2026-07-20",
      "o": 99.29,
      "h": 99.61,
      "l": 98.2301,
      "c": 99.37,
      "v": 834719.353591
    },
    {
      "d": "2026-07-21",
      "o": 99.37,
      "h": 99.6,
      "l": 97.35,
      "c": 97.65,
      "v": 866846.337783
    },
    {
      "d": "2026-07-22",
      "o": 97.65,
      "h": 98.88,
      "l": 97.125,
      "c": 98.75,
      "v": 815553.128059
    },
    {
      "d": "2026-07-23",
      "o": 102.285,
      "h": 102.285,
      "l": 95.4,
      "c": 96.73,
      "v": 1367487.385027
    },
    {
      "d": "2026-07-24",
      "o": 96.45,
      "h": 99.87,
      "l": 96.45,
      "c": 99.22,
      "v": 968641.45561
    },
    {
      "d": "2026-07-27",
      "o": 99.22,
      "h": 101.76,
      "l": 99.16,
      "c": 101.52,
      "v": 795188.19415
    },
    {
      "d": "2026-07-28",
      "o": 102.05,
      "h": 103.745,
      "l": 100.45,
      "c": 103.14,
      "v": 871104.241395
    },
    {
      "d": "2026-07-29",
      "o": 102.81,
      "h": 104.47,
      "l": 102.23,
      "c": 102.88,
      "v": 649852.24556
    },
    {
      "d": "2026-07-30",
      "o": 102.54,
      "h": 103.11,
      "l": 101.1,
      "c": 103.04,
      "v": 510853.808141
    }
  ]
}

Analyst Ratings

Data:

{
  "estimates": [
    {
      "symbol": "SEIC",
      "date": "2030-12-31",
      "revenueLow": 3299007782,
      "revenueHigh": 3461958020,
      "revenueAvg": 3378000000,
      "ebitdaLow": 1140651211,
      "ebitdaHigh": 1196992207,
      "ebitdaAvg": 1167963231,
      "ebitLow": 1020239705,
      "ebitHigh": 1070633131,
      "ebitAvg": 1044668564,
      "netIncomeLow": 1275155390,
      "netIncomeHigh": 1357628165,
      "netIncomeAvg": 1315135510,
      "sgaExpenseLow": 553367191,
      "sgaExpenseHigh": 580700051,
      "sgaExpenseAvg": 566617145,
      "epsAvg": 10.5,
      "epsHigh": 10.83926,
      "epsLow": 10.1808,
      "numAnalystsRevenue": 3,
      "numAnalystsEps": 2
    },
    {
      "symbol": "SEIC",
      "date": "2029-12-31",
      "revenueLow": 3092941873,
      "revenueHigh": 3245713751,
      "revenueAvg": 3167000000,
      "ebitdaLow": 1069402719,
      "ebitdaHigh": 1122224488,
      "ebitdaAvg": 1095008749,
      "ebitLow": 956512477,
      "ebitHigh": 1003758178,
      "ebitAvg": 979415436,
      "netIncomeLow": 1117279009,
      "netIncomeHigh": 1189541321,
      "netIncomeAvg": 1152309209,
      "sgaExpenseLow": 518802219,
      "sgaExpenseHigh": 544427786,
      "sgaExpenseAvg": 531224541,
      "epsAvg": 9.2,
      "epsHigh": 9.49726,
      "epsLow": 8.92032,
      "numAnalystsRevenue": 3,
      "numAnalystsEps": 2
    },
    {
      "symbol": "SEIC",
      "date": "2028-12-31",
      "revenueLow": 2930525497,
      "revenueHigh": 3147669938,
      "revenueAvg": 3033490862,
      "ebitdaLow": 1013246308,
      "ebitdaHigh": 1088325267,
      "ebitdaAvg": 1048847185,
      "ebitLow": 906284152,
      "ebitHigh": 973437488,
      "ebitAvg": 938126863,
      "netIncomeLow": 933213895,
      "netIncomeHigh": 1030205765,
      "netIncomeAvg": 981709830,
      "sgaExpenseLow": 491558908,
      "sgaExpenseHigh": 527982165,
      "sgaExpenseAvg": 508830057,
      "epsAvg": 7.85441,
      "epsHigh": 8.22513,
      "epsLow": 7.45075,
      "numAnalystsRevenue": 4,
      "numAnalystsEps": 4
    },
    {
      "symbol": "SEIC",
      "date": "2027-12-31",
      "revenueLow": 2732997966,
      "revenueHigh": 2934695233,
      "revenueAvg": 2813676873,
      "ebitdaLow": 944950010,
      "ebitdaHigh": 1014688019,
      "ebitdaAvg": 972845214,
      "ebitLow": 845197472,
      "ebitHigh": 907573670,
      "ebitAvg": 870147951,
      "netIncomeLow": 810687103,
      "netIncomeHigh": 916985123,
      "netIncomeAvg": 814057620,
      "sgaExpenseLow": 458426141,
      "sgaExpenseHigh": 492258329,
      "sgaExpenseAvg": 471959016,
      "epsAvg": 7.01443,
      "epsHigh": 7.32118,
      "epsLow": 6.4725,
      "numAnalystsRevenue": 5,
      "numAnalystsEps": 5
    }
  ],
  "price_target": {
    "symbol": "SEIC",
    "targetHigh": 125,
    "targetLow": 120,
    "targetConsensus": 123,
    "targetMedian": 124
  },
  "ratings": {
    "symbol": "SEIC",
    "rating": "A-",
    "overallScore": 4,
    "discountedCashFlowScore": 3,
    "returnOnEquityScore": 5,
    "returnOnAssetsScore": 5,
    "debtToEquityScore": 4,
    "priceToEarningsScore": 2,
    "priceToBookScore": 1
  },
  "grades": [
    {
      "symbol": "SEIC",
      "date": "2026-07-23",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-07-23",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-07-23",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-07-13",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-07-10",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-07-09",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-07-06",
      "gradingCompany": "Raymond James",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-04-23",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-04-23",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-04-08",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-04-07",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-04-02",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-01-29",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-01-08",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2026-01-06",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2025-12-23",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Neutral",
      "newGrade": "Overweight",
      "action": "upgrade"
    },
    {
      "symbol": "SEIC",
      "date": "2025-12-17",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Market Perform",
      "newGrade": "Outperform",
      "action": "upgrade"
    },
    {
      "symbol": "SEIC",
      "date": "2025-10-14",
      "gradingCompany": "Raymond James",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2025-10-13",
      "gradingCompany": "Keefe, Bruyette & Woods",
      "previousGrade": "Market Perform",
      "newGrade": "Market Perform",
      "action": "maintain"
    },
    {
      "symbol": "SEIC",
      "date": "2025-09-19",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    }
  ]
}

News

Data:

[
  {
    "title": "American Capital Management Inc. Boosts Stake in SEI Investments Company $SEIC",
    "url": "https://www.defenseworld.net/2026/07/28/american-capital-management-inc-boosts-stake-in-sei-investments-company-seic.html",
    "source": "Defense World",
    "date": "2026-07-28 04:19:35",
    "summary": "American Capital Management Inc. increased its holdings in SEI Investments Company (NASDAQ: SEIC) by 33.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 768,615 shares"
  },
  {
    "title": "Will Higher Revenue, Massive Buybacks and a New ETF Change SEI Investments' (SEIC) Narrative?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/higher-revenue-massive-buybacks-etf-090933701.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-26T09:09:33Z",
    "summary": "* SEI Investments Company recently reported second-quarter 2026 results, with revenue rising to US$641.62 million while net income and diluted EPS from continuing operations eased compared with a year earlier.\n\n* At the same time, SEI continued to reshape its capital and product "
  },
  {
    "title": "SEI Investments (SEIC) Stock May Be 35% Undervalued As Record Revenue Lands",
    "url": "https://finance.yahoo.com/markets/stocks/articles/sei-investments-seic-stock-may-001705001.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-26T00:17:05Z",
    "summary": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.\n\nSEI Investments stock has delivered a 74.3% return over the past five years, yet its valuation picture is mixed, with an Excess Returns intrinsic value estimate poi"
  },
  {
    "title": "Top Research Reports for Intel, Dell & Progressive",
    "url": "https://finance.yahoo.com/markets/stocks/articles/top-research-reports-intel-dell-204100470.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-24T20:41:00Z",
    "summary": "Friday, July 24, 2026\n\nThe Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Intel Corp. (INTC), Dell Technologies Inc. (DELL) and The Progressive Corp. (PGR). These resea"
  },
  {
    "title": "Earnings Estimates Moving Higher for SEI (SEIC): Time to Buy?",
    "url": "https://www.zacks.com/stock/news/2960548/earnings-estimates-moving-higher-for-sei-seic-time-to-buy?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_8-2960548",
    "source": "Zacks Investment Research",
    "date": "2026-07-24 13:21:08",
    "summary": "SEI Investments (SEIC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions."
  },
  {
    "title": "ABN Amro Investment Solutions Has $2.81 Million Stock Position in SEI Investments Company $SEIC",
    "url": "https://www.defenseworld.net/2026/07/24/abn-amro-investment-solutions-has-2-81-million-stock-position-in-sei-investments-company-seic.html",
    "source": "Defense World",
    "date": "2026-07-24 05:42:46",
    "summary": "ABN Amro Investment Solutions lowered its stake in shares of SEI Investments Company (NASDAQ: SEIC) by 22.6% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 35,810 shares of the asset manager's stock after selling 10,475 shares during th"
  },
  {
    "title": "SEI Investments Co (SEIC) Q2 2026 Earnings Call Highlights: Record Growth in Revenue and EPS",
    "url": "https://finance.yahoo.com/markets/stocks/articles/sei-investments-co-seic-q2-050056985.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-23T05:00:56Z",
    "summary": "This article first appeared on GuruFocus.\n\n* Revenue: Increased 15% compared to the prior year.\n\n* Adjusted Operating Profit: Increased 36% year-over-year.\n\n* Adjusted Earnings Per Share (EPS): Increased 38% year-over-year.\n\n* Adjusted Operating Margins: Increased 500 basis point"
  },
  {
    "title": "SEI Investments Beats on Q2 Earnings as Revenues & AUM Rise Y/Y",
    "url": "https://www.zacks.com/stock/news/2959448/sei-investments-beats-on-q2-earnings-as-revenues-aum-rise-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2959448",
    "source": "Zacks Investment Research",
    "date": "2026-07-23 11:15:29",
    "summary": "SEIC tops Q2 earnings estimates as revenues, AUM and AUA climb y/y despite higher expenses."
  },
  {
    "title": "SEI Investments Q2 Earnings Call Highlights",
    "url": "https://finance.yahoo.com/markets/stocks/articles/sei-investments-q2-earnings-call-220548917.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-22T22:05:48Z",
    "summary": "* 3 Mid-Cap to Mega-Cap Stocks Have Announced Significant Buybacks\n\nSEI Investments (NASDAQ:SEIC) reported what executives described as an \"outstanding\" second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.\n\nChief E"
  },
  {
    "title": "SEI (SEIC) Reports Q2 Earnings: What Key Metrics Have to Say",
    "url": "https://www.zacks.com/stock/news/2958769/sei-seic-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2958769",
    "source": "Zacks Investment Research",
    "date": "2026-07-22 21:01:04",
    "summary": "The headline numbers for SEI (SEIC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals."
  },
  {
    "title": "SEI Investments Company (SEIC) Q2 2026 Earnings Call Transcript",
    "url": "https://seekingalpha.com/article/4924438-sei-investments-company-seic-q2-2026-earnings-call-transcript",
    "source": "Seeking Alpha",
    "date": "2026-07-22 20:10:27",
    "summary": "SEI Investments Company (SEIC) Q2 2026 Earnings Call Transcript"
  },
  {
    "title": "SEI Investments (SEIC) Q2 Earnings and Revenues Top Estimates",
    "url": "https://www.zacks.com/stock/news/2958596/sei-investments-seic-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2958596",
    "source": "Zacks Investment Research",
    "date": "2026-07-22 18:11:05",
    "summary": "SEI Investments (SEIC) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.78 per share a year ago."
  },
  {
    "title": "SEI Reports Second-Quarter 2026 Financial Results",
    "url": "https://www.prnewswire.com/news-releases/sei-reports-second-quarter-2026-financial-results-302832550.html",
    "source": "PRNewsWire",
    "date": "2026-07-22 16:01:00",
    "summary": "OAKS, Pa., July 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the second quarter 2026. Relative to the second quarter 2025, EPS declined by 11%, and revenue and operating income grew by 15% and 33%, respectively, with operat"
  },
  {
    "title": "Google, Tesla, Texas Instruments and more set to report Wednesday By Investing.com",
    "url": "https://www.investing.com/news/stock-market-news/google-tesla-texas-instruments-and-more-set-to-report-wednesday-93CH-4803992",
    "source": "Investing.com",
    "date": "2026-07-21T18:00:57Z",
    "summary": "Earnings season continues with another packed day of corporate results on Wednesday, July 22nd. Investors will be closely monitoring reports from some of the market's most influential companies as they assess the health of various sectors. Leading the action are tech giant Google"
  },
  {
    "title": "SEI Investments (SEIC) Q2 Earnings Report Preview: What To Look For",
    "url": "https://finance.yahoo.com/markets/stocks/articles/sei-investments-seic-q2-earnings-052626905.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-21T05:26:26Z",
    "summary": "Financial technology provider SEI Investments (NASDAQ:SEIC) will be reporting earnings this Wednesday after the bell. Here's what to expect.\n\nSEI Investments beat analysts' revenue expectations last quarter, reporting revenues of $622.2 million, up 12.8% year on year. It was a st"
  },
  {
    "title": "Seeking Clues to SEI (SEIC) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics",
    "url": "https://www.zacks.com/stock/news/2957044/seeking-clues-to-sei-seic-q2-earnings-a-peek-into-wall-street-projections-for-key-metrics?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm_preview-2957044",
    "source": "Zacks Investment Research",
    "date": "2026-07-21 10:16:14",
    "summary": "Looking beyond Wall Street's top-and-bottom-line estimate forecasts for SEI (SEIC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026."
  },
  {
    "title": "1 Profitable Stock for Long-Term Investors and 2 Facing Challenges",
    "url": "https://finance.yahoo.com/markets/stocks/articles/1-profitable-stock-long-term-092946719.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-17T09:29:46Z",
    "summary": "Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will thrive tomorrow.\n\nNot all profitable companies are created equal, and that's why we built StockStory - to "
  },
  {
    "title": "Critical Survey: Hamilton Lane (NASDAQ:HLNE) and SEI Investments (NASDAQ:SEIC)",
    "url": "https://www.defenseworld.net/2026/07/17/critical-survey-hamilton-lane-nasdaqhlne-and-sei-investments-nasdaqseic.html",
    "source": "Defense World",
    "date": "2026-07-17 05:47:23",
    "summary": "SEI Investments (NASDAQ: SEIC - Get Free Report) and Hamilton Lane (NASDAQ: HLNE - Get Free Report) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, e"
  },
  {
    "title": "SEI Investments (SEIC) Could Be 6% Undervalued On New ETF Launch",
    "url": "https://finance.yahoo.com/markets/stocks/articles/sei-investments-seic-could-6-220911275.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-15T22:09:11Z",
    "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.\n\nSEI Investments (SEIC) has drawn fresh attention after launching the SEI QiM U.S. Equity Factor Allocation "
  },
  {
    "title": "Earnings Preview: SEI Investments (SEIC) Q2 Earnings Expected to Decline",
    "url": "https://www.zacks.com/stock/news/2953976/earnings-preview-sei-investments-seic-q2-earnings-expected-to-decline?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_9-2953976",
    "source": "Zacks Investment Research",
    "date": "2026-07-15 11:06:18",
    "summary": "SEI (SEIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations."
  },
  {
    "title": "SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)",
    "url": "https://www.prnewswire.com/news-releases/sei-expands-etf-platform-with-sei-qim-us-equity-factor-allocation-active-etf-seus-302825214.html",
    "source": "PRNewsWire",
    "date": "2026-07-14 12:00:00",
    "summary": "Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution OAKS, Pa., July 14, 2026 /PRNewswire/ -- SEI \u00ae\u00a0(NASDAQ:SEIC) today announced the launch of the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:"
  },
  {
    "title": "Why SEI Investments (SEIC) is a Top Momentum Stock for the Long-Term",
    "url": "https://www.zacks.com/stock/news/2952403/why-sei-investments-seic-is-a-top-momentum-stock-for-the-long-term?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|zacks_education_momentum_score-2952403",
    "source": "Zacks Investment Research",
    "date": "2026-07-13 10:51:13",
    "summary": "Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service."
  },
  {
    "title": "SEI Investments (SEIC): Buy, Sell, or Hold Post Q1 Earnings?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/sei-investments-seic-buy-sell-134644197.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-08T13:46:44Z",
    "summary": "SEI Investments trades at $95.93 and has moved in lockstep with the market. Its shares have returned 9.9% over the last six months while the S&P 500 has gained 9%.\n\nIs SEIC a buy right now? Find out in our full research report, it's free.\n\nWhy Are We Positive on SEIC?\n\nFounded in"
  },
  {
    "title": "SEI Declares Dividend of $0.52 per Share",
    "url": "https://www.benzinga.com/pressreleases/26/05/n52826142/sei-declares-dividend-of-0-52-per-share?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
    "source": "Benzinga",
    "date": "2026-05-27T20:42:00Z",
    "summary": "SEI Investments Company (NASDAQ:SEIC) announced a regular semi-annual dividend of $0.52 per share. The dividend is payable to shareholders of record on June 8, 2026, with a payment date of June 16, 2026. SEI manages, advises, or administers approximately $1.9 trillion in assets a"
  },
  {
    "title": "Morgan Stanley raises SEI Investments stock price target on revenue By Investing.com",
    "url": "https://www.investing.com/news/analyst-ratings/morgan-stanley-raises-sei-investments-stock-price-target-on-revenue-93CH-4784653",
    "source": "Investing.com",
    "date": "2026-04-20T18:08:21Z",
    "summary": "Investing.com - Morgan Stanley raised its price target on SEI Investments (NASDAQ:SEIC) to $115 from $113 while maintaining an Overweight rating on the stock. The company currently trades at $95.34, near its 52-week high of $96.19, with a P/E ratio of 16.25.\n\nThe firm increased i"
  }
]

Calendar / Earnings

Data:

[
  {
    "symbol": "SEIC",
    "date": "2026-10-28",
    "epsActual": null,
    "epsEstimated": 1.58,
    "revenueActual": null,
    "revenueEstimated": 656392700,
    "lastUpdated": "2026-07-31"
  },
  {
    "symbol": "SEIC",
    "date": "2026-07-22",
    "epsActual": 1.66,
    "epsEstimated": 1.44,
    "revenueActual": 641617000,
    "revenueEstimated": 636351700,
    "lastUpdated": "2026-07-31"
  },
  {
    "symbol": "SEIC",
    "date": "2026-04-22",
    "epsActual": 1.44,
    "epsEstimated": 1.29,
    "revenueActual": 622183000,
    "revenueEstimated": 610232300,
    "lastUpdated": "2026-07-22"
  },
  {
    "symbol": "SEIC",
    "date": "2026-01-28",
    "epsActual": 1.38,
    "epsEstimated": 1.34,
    "revenueActual": 607925000,
    "revenueEstimated": 597441000,
    "lastUpdated": "2026-04-28"
  },
  {
    "symbol": "SEIC",
    "date": "2025-10-22",
    "epsActual": 1.3,
    "epsEstimated": 1.25,
    "revenueActual": 578511000,
    "revenueEstimated": 585284000,
    "lastUpdated": "2026-01-22"
  }
]

Short & Liquidity

Data:

{
  "borrow": [],
  "short_interest": [
    {
      "symbol": "SEIC",
      "file_date": "",
      "error": "Symbol not found in FINRA biweekly file",
      "days_to_cover": null
    }
  ],
  "ftd": {
    "symbol": "SEIC",
    "periods": [
      {
        "file_period": "202603b",
        "settlement_date": "20260327",
        "quantity_fails": 1056,
        "price": 76.92
      },
      {
        "file_period": "202604a",
        "settlement_date": "20260414",
        "quantity_fails": 31,
        "price": 78.8
      },
      {
        "file_period": "202604b",
        "settlement_date": "20260430",
        "quantity_fails": 2,
        "price": 90.87
      },
      {
        "file_period": "202606a",
        "settlement_date": "20260608",
        "quantity_fails": 675,
        "price": 89.42
      },
      {
        "file_period": "202606b",
        "settlement_date": "20260630",
        "quantity_fails": 128,
        "price": 86.49
      },
      {
        "file_period": "202607a",
        "settlement_date": "20260713",
        "quantity_fails": 6383,
        "price": 95.45
      }
    ],
    "trend": "rising",
    "trend_description": "FTD quantity increasing \u2014 settlement pressure building, potential squeeze precursor"
  }
}

Whales & Insiders

Data:

{
  "insider": [
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "M-Exempt",
      "securitiesOwned": 15921,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 5000,
      "price": 56.54,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "S-Sale",
      "securitiesOwned": 13621,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 2300,
      "price": 101.105,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "M-Exempt",
      "securitiesOwned": 10921,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 5000,
      "price": 56.54,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "S-Sale",
      "securitiesOwned": 8321,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 5300,
      "price": 102.011,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "M-Exempt",
      "securitiesOwned": 5921,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 2500,
      "price": 64.43,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "M-Exempt",
      "securitiesOwned": 3421,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 2500,
      "price": 64.43,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "S-Sale",
      "securitiesOwned": 921,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 7400,
      "price": 102.972,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    },
    {
      "symbol": "SEIC",
      "filingDate": "2026-07-30",
      "transactionDate": "2026-07-28",
      "reportingCik": "0001972425",
      "companyCik": "0000350894",
      "transactionType": "M-Exempt",
      "securitiesOwned": 0,
      "reportingName": "Warner Mark Andrew",
      "typeOfOwner": "officer: See Remarks*",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 2500,
      "price": 64.43,
      "securityName": "Option to Purchase Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm"
    }
  ],
  "congress": [
    {
      "symbol": "SEIC",
      "senateID": "T000278",
      "disclosureDate": "2022-11-10",
      "transactionDate": "2022-10-05",
      "firstName": "Tommy",
      "lastName": "Tuberville",
      "office": "Thomas H Tuberville",
      "district": "AL",
      "owner": "Joint",
      "assetDescription": "SEI Investments Company - Common Stock",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/bdd81552-894d-4dc5-b1f3-9fe349529bf8/"
    },
    {
      "symbol": "SEIC",
      "senateID": "T000278",
      "disclosureDate": "2021-07-23",
      "transactionDate": "2021-03-29",
      "firstName": "Tommy",
      "lastName": "Tuberville",
      "office": "Thomas H Tuberville",
      "district": "AL",
      "owner": "Joint",
      "assetDescription": "SEI Investments Company",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/3bdd9340-7c8c-4ed0-898d-dad3835940d2/"
    },
    {
      "symbol": "SEIC",
      "senateID": "S001207",
      "disclosureDate": "2020-04-05",
      "transactionDate": "2020-02-20",
      "firstName": "Mikie",
      "lastName": "Sherrill",
      "office": "Mikie Sherrill",
      "district": "NJ11",
      "owner": "",
      "assetDescription": "SEI Investments Company",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016323.pdf"
    },
    {
      "symbol": "SEIC",
      "senateID": "",
      "disclosureDate": "2020-02-19",
      "transactionDate": "2020-01-15",
      "firstName": "Mikie",
      "lastName": "Sherrill",
      "office": "Mikie Sherrill",
      "district": "NJ11",
      "owner": "Self",
      "assetDescription": "SEI Investments Company (SEIC)",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20015059.pdf"
    },
    {
      "symbol": "SEIC",
      "senateID": "S001207",
      "disclosureDate": "2020-01-10",
      "transactionDate": "2019-12-12",
      "firstName": "Mikie",
      "lastName": "Sherrill",
      "office": "Mikie Sherrill",
      "district": "NJ11",
      "owner": "",
      "assetDescription": "SEI Investments Company",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "True",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20013877.pdf"
    }
  ],
  "dark_pool": [
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 9402.0,
      "price": 103.04,
      "premium": 968782.0800000001,
      "volume": 9402.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 2160.0,
      "price": 103.04,
      "premium": 222566.40000000002,
      "volume": 2160.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 1756.0,
      "price": 103.04,
      "premium": 180938.24000000002,
      "volume": 1756.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 1730.0,
      "price": 103.04,
      "premium": 178259.2,
      "volume": 1730.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 1700.0,
      "price": 103.04,
      "premium": 175168.0,
      "volume": 1700.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 1087.0,
      "price": 103.04,
      "premium": 112004.48000000001,
      "volume": 1087.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:00.900000Z",
      "size": 946.0,
      "price": 103.04,
      "premium": 97475.84000000001,
      "volume": 946.0,
      "trade_code": "6"
    },
    {
      "ticker": "SEIC",
      "executed_at": "2026-07-30T20:00:01.182000Z",
      "size": 812.0,
      "price": 103.04,
      "premium": 83668.48000000001,
      "volume": 812.0,
      "trade_code": " "
    }
  ],
  "ats": {
    "symbol": "SEIC",
    "date": "20260730",
    "ats_volume": 0,
    "total_volume": 235162,
    "ats_ratio": 0.0,
    "ats_pct": 0.0,
    "signal": "Low",
    "history": [
      {
        "date": "20260730",
        "ats_ratio": 0.0
      },
      {
        "date": "20260729",
        "ats_ratio": 0.0
      },
      {
        "date": "20260728",
        "ats_ratio": 0.0
      },
      {
        "date": "20260727",
        "ats_ratio": 0.0
      },
      {
        "date": "20260724",
        "ats_ratio": 0.0
      }
    ]
  },
  "polygon_dp": {
    "ticker": "SEIC",
    "days": [
      {
        "date": "2026-07-30",
        "close": 103.04,
        "vwap": 102.68,
        "volume": 510853,
        "vwap_discount_pct": -0.35
      },
      {
        "date": "2026-07-29",
        "close": 102.88,
        "vwap": 103.55,
        "volume": 649852,
        "vwap_discount_pct": 0.65
      },
      {
        "date": "2026-07-28",
        "close": 103.14,
        "vwap": 103.05,
        "volume": 871104,
        "vwap_discount_pct": -0.08
      },
      {
        "date": "2026-07-27",
        "close": 101.52,
        "vwap": 100.87,
        "volume": 795188,
        "vwap_discount_pct": -0.64
      },
      {
        "date": "2026-07-24",
        "close": 99.22,
        "vwap": 99.08,
        "volume": 968641,
        "vwap_discount_pct": -0.14
      }
    ],
    "avg_vwap_discount_pct": -0.11,
    "signal": "Neutral"
  },
  "options_flow": [],
  "net_premium": {
    "ticker": "SEIC",
    "net_call_premium": "-170.00",
    "net_put_premium": "0",
    "call_premium": "885.00",
    "put_premium": "0",
    "bullish_premium": "130.00",
    "bearish_premium": "300.00",
    "put_call_ratio": "0.00000000000000000000",
    "iv_rank": "43.4873",
    "implied_move_perc": "0.049000",
    "gex_ratio": "0.02562689290156144037",
    "gex_net_change": "186.5749",
    "gex_call_delta": "39777.9522",
    "gex_put_delta": "-1242.5953",
    "gex_date": "2026-07-31"
  },
  "hot_chains": [
    {
      "last_price": "0.35",
      "option_symbol": "SEIC260821C00110000",
      "open_interest": 177,
      "volume": 11,
      "ask_volume": 0,
      "bid_volume": 10,
      "nbbo_bid": "0",
      "nbbo_ask": "1.25",
      "avg_price": "0.3045454545454545454545454545"
    },
    {
      "last_price": "1.30",
      "option_symbol": "SEIC260821C00105000",
      "open_interest": 673,
      "volume": 1,
      "ask_volume": 1,
      "bid_volume": 0,
      "nbbo_bid": "1.30",
      "nbbo_ask": "1.75",
      "avg_price": "1.30"
    },
    {
      "last_price": "4.20",
      "option_symbol": "SEIC260821C00100000",
      "open_interest": 36,
      "volume": 1,
      "ask_volume": 0,
      "bid_volume": 0,
      "nbbo_bid": "2.35",
      "nbbo_ask": "6.40",
      "avg_price": "4.20"
    },
    {
      "last_price": null,
      "option_symbol": "SEIC261218P00050000",
      "open_interest": 0,
      "volume": 0,
      "ask_volume": 0,
      "bid_volume": 0,
      "nbbo_bid": "0",
      "nbbo_ask": "2.30",
      "avg_price": null
    },
    {
      "last_price": null,
      "option_symbol": "SEIC270319P00060000",
      "open_interest": 0,
      "volume": 0,
      "ask_volume": 0,
      "bid_volume": 0,
      "nbbo_bid": "0",
      "nbbo_ask": "2.30",
      "avg_price": null
    },
    {
      "last_price": null,
      "option_symbol": "SEIC270319P00145000",
      "open_interest": 0,
      "volume": 0,
      "ask_volume": 0,
      "bid_volume": 0,
      "nbbo_bid": "40.20",
      "nbbo_ask": "44.20",
      "avg_price": null
    },
    {
      "last_price": null,
      "option_symbol": "SEIC260821C00070000",
      "open_interest": 0,
      "volume": 0,
      "ask_volume": 0,
      "bid_volume": 0,
      "nbbo_bid": "30.90",
      "nbbo_ask": "34.90",
      "avg_price": null
    },
    {
      "last_price": null,
      "option_symbol": "SEIC261218P00060000",
      "open_interest": 106,
      "volume": 0,
      "ask_volume": 0,
      "bid_volume": 0,
      "nbbo_bid": "0.05",
      "nbbo_ask": "0.40",
      "avg_price": null
    }
  ],
  "oi_changes": {
    "net_call_oi_change": -7,
    "net_put_oi_change": 0,
    "top": [
      {
        "strike": null,
        "oi_change": -7,
        "type": "call"
      },
      {
        "strike": null,
        "oi_change": 0,
        "type": "call"
      },
      {
        "strike": null,
        "oi_change": 0,
        "type": "put"
      },
      {
        "strike": null,
        "oi_change": 0,
        "type": "call"
      },
      {
        "strike": null,
        "oi_change": 0,
        "type": "put"
      }
    ]
  }
}

Market Environment

Data:

{
  "vix": 18.67,
  "sp500": 7413.18,
  "fed_funds": 3.64,
  "yield_curve_10y2y": 0.35,
  "hy_spread": 2.81,
  "treasury": {
    "date": "2026-07-29",
    "month1": 3.73,
    "month2": 3.83,
    "month3": 3.83,
    "month6": 3.97,
    "year1": 4.04,
    "year2": 4.22,
    "year3": 4.29,
    "year5": 4.37,
    "year7": 4.51,
    "year10": 4.67,
    "year20": 5.21,
    "year30": 5.2
  },
  "events": []
}

Intraday Patterns

Data:

{
  "days": 53,
  "patterns": [
    {
      "name": "VWAP Touch",
      "count": 53,
      "pct": 100
    },
    {
      "name": "9 EMA Touch",
      "count": 53,
      "pct": 100
    },
    {
      "name": "21 EMA Touch",
      "count": 53,
      "pct": 100
    },
    {
      "name": "ORB Breakout",
      "count": 50,
      "pct": 94
    },
    {
      "name": "Woodie Pivot Touch",
      "count": 49,
      "pct": 92
    },
    {
      "name": "PDH/PDL Touch",
      "count": 45,
      "pct": 85
    },
    {
      "name": "Open Retracement",
      "count": 38,
      "pct": 72
    },
    {
      "name": "Gap Fill",
      "count": 37,
      "pct": 70
    },
    {
      "name": "Darvas Box",
      "count": 20,
      "pct": 38
    },
    {
      "name": "High Vol Open",
      "count": 10,
      "pct": 19
    },
    {
      "name": "Power Hour",
      "count": 7,
      "pct": 13
    }
  ]
}