SEI Investments Revenue and EPS Estimates Lowered Ahead of Q4 Results Release

SEI Investments Stock Analysis Update

MarketRadar has obtained the latest update from Raymond James analyst Patrick O’Shaughnessy regarding SEI Investments (SEIC). The analyst has lowered the firm’s Q4 and out-year revenue and EPS estimates, citing market performance during the quarter as below expectations.

Lowered Estimates

O’Shaughnessy noted that the company prefers to see sustained sales momentum or a more attractive valuation entry point before becoming more constructive in their views. Despite this, they maintain a Market Perform rating on SEI Investments shares.

Previous Update

It’s worth noting that the previous estimate was made in late October, and the current update takes into account the performance of the market during the quarter.

Key Takeaways

• Lowered Q4 revenue and EPS estimates
• Market performance below expectations
• Preference for sustained sales momentum or attractive valuation entry point
• Maintains Market Perform rating