Note: These figures reflect diluted GAAP earnings per share, reported before non-recurring items, and may differ from the non-GAAP figures used by some sources.
Part 2.1: Price Behavior Around Earnings
SEI Investments typically reports earnings after market close, meaning Day 0 reflects pre-announcement anticipation while Day +1 captures the market's first full reaction to results.
| Earnings Date | Day 0 Move | Day 0 Range | Day +1 Move | Day +1 Range |
|---|---|---|---|---|
| 2026-07-22 | +$1.10 (+1.13%) | $1.75 (1.80%) | -$2.02 (-2.05%) | $6.88 (6.97%) |
| 2026-04-22 | +$1.65 (+1.98%) | $2.23 (2.69%) | +$6.26 (+7.38%) | $5.17 (6.10%) |
| 2026-01-28 | +$1.46 (+1.72%) | $2.14 (2.53%) | +$1.94 (+2.25%) | $5.36 (6.22%) |
| 2025-10-22 | -$1.06 (-1.29%) | $1.34 (1.62%) | +$0.12 (+0.15%) | $3.48 (4.27%) |
| 2025-07-23 | -$0.60 (-0.66%) | $1.37 (1.51%) | -$0.19 (-0.21%) | $3.94 (4.38%) |
| 2025-04-23 | +$1.10 (+1.53%) | $3.32 (4.62%) | +$5.70 (+7.81%) | $3.73 (5.12%) |
| 2025-01-29 | -$1.43 (-1.69%) | $1.61 (1.91%) | +$3.07 (+3.70%) | $2.23 (2.69%) |
| 2024-10-23 | -$0.42 (-0.59%) | $3.14 (4.42%) | +$3.71 (+5.25%) | $3.47 (4.91%) |
| Avg Abs Move | 1.32% | 2.64% | 3.60% | 5.08% |
Historical price behavior around earnings shows moderate Day 0 moves averaging 1.32% as the market positions ahead of results, followed by more substantial Day +1 reactions averaging 3.60% once investors digest the actual numbers. The Day +1 range of 5.08% indicates significant volatility in the session following the release, suggesting earnings often contain meaningful surprises or guidance updates that drive reassessment.
The most recent quarter (July 2026) exemplifies this pattern: a modest +1.13% move on Day 0 was followed by a -2.05% decline on Day +1 despite the strong earnings beat, indicating profit-taking or concerns about forward guidance. In contrast, the April 2026 report produced a +1.98% Day 0 move and a powerful +7.38% Day +1 surge, demonstrating how positive surprises can generate substantial upside when execution exceeds expectations.
The data reveals asymmetric potential: while Day 0 moves cluster in a narrow range, Day +1 reactions span from -2.05% to +7.81%, with four of the past eight reports producing Day +1 gains exceeding 3%. This suggests the market tends to underestimate SEIC's earnings potential, creating opportunities for significant post-announcement appreciation when the company delivers strong results and constructive guidance. Investors should anticipate muted pre-announcement movement but prepare for meaningful volatility in the session following the release.
Part 2.2: Options Market Expected Move
| Metric | Value |
|---|---|
| Expiration Date | 11/20/26 (DTE 31) |
| Expected Move | $0.00 (0.00%) |
| Expected Range | $107.20 to $107.20 |
| Implied Volatility | 28.41% |
The options market is pricing an expected move of 0.00% for the November expiration, which appears to be a data anomaly or reflects minimal options activity (total open interest of just 995 contracts). This stands in stark contrast to the historical average Day +1 move of 3.60% and average Day +1 range of 5.08%, suggesting options pricing may not be capturing the stock's typical earnings volatility. Investors relying on options for directional plays should be aware that historical price action indicates significantly larger moves than current implied volatility suggests.
Part 3: What Analysts Are Saying
Analyst sentiment on SEI Investments is decidedly bullish heading into the earnings release. The consensus rating stands at 4.38 out of 5.0, firmly in buy territory, with 4 Strong Buy and 3 Moderate Buy recommendations against just 1 Hold rating and zero sell ratings among the 8 analysts covering the stock. This represents an improved sentiment trend, as the average recommendation has strengthened from 4.29 one month ago, with one analyst upgrading to Strong Buy during that period.
The average price target of $122.86 implies 14.6% upside from the current price of $107.15, with the range of targets spanning from $111.00 to $129.00. Even the most conservative target suggests modest appreciation potential, while the high-end estimate points to 20.4% upside, reflecting confidence in the company's growth trajectory and valuation expansion potential. The tight clustering of targets—an $18 spread across eight analysts—indicates relatively strong consensus on the company's fair value.
The strengthening analyst posture reflects growing confidence in SEI's business momentum and execution capability. The upgrade activity and improved average recommendation suggest analysts are becoming more constructive as the company demonstrates consistent beats and accelerating growth. With 87.5% of analysts rating the stock a buy or better, and the average target implying double-digit upside, the Street is positioned bullishly heading into what could be the fifth consecutive quarterly beat.
Part 4: Technical Picture
The Barchart Technical Opinion for SEIC shows a Buy signal at 80%, representing a significant strengthening from 56% one week ago and up from 72% one month ago. This recent acceleration in technical momentum suggests the stock is building positive energy heading into the earnings release.
Timeframe Analysis:
- Short-term (50% Buy): Moderate buy signal indicates near-term momentum is positive but not overwhelming, suggesting some consolidation or mixed signals in the immediate trading pattern
- Medium-term (100% Buy): Strong unanimous buy signal reflects solid intermediate-term momentum and trend strength over the past several weeks
- Long-term (100% Buy): Strong unanimous buy signal confirms the stock is in a well-established uptrend across the longer timeframe, providing a supportive backdrop for the earnings event
Strong Average trend characteristics indicate the stock is exhibiting robust directional momentum, though the "Average" direction qualifier suggests the trend is neither parabolic nor weak—a balanced technical environment that could support further gains on positive earnings news without being overextended.
part4Close:The stock is trading at $107.15, positioned above all major moving averages: the 5-day ($105.38), 10-day ($104.74), 20-day ($104.30), 50-day ($106.34), 100-day ($100.50), and 200-day ($92.22). This alignment with the stock above every key moving average is a classically bullish technical setup, indicating strong trend support across all timeframes. The 16.2% cushion above the 200-day moving average provides substantial technical support, while the proximity to the 50-day average suggests the stock is testing near-term resistance. The overall technical picture is supportive heading into earnings, with momentum indicators and trend structure aligned positively, though the recent strength means the stock has less room for disappointment if results or guidance fall short of elevated expectations.}
| Period | Value | Period | Value |
|---|---|---|---|
| 5-Day MA | $105.38 | 50-Day MA | $106.34 |
| 10-Day MA | $104.74 | 100-Day MA | $100.50 |
| 20-Day MA | $104.30 | 200-Day MA | $92.22 |
The stock is trading at $107.15, positioned above all major moving averages: the 5-day ($105.38), 10-day ($104.74), 20-day ($104.30), 50-day ($106.34), 100-day ($100.50), and 200-day ($92.22). This alignment with the stock above every key moving average is a classically bullish technical setup, indicating strong trend support across all timeframes. The 16.2% cushion above the 200-day moving average provides substantial technical support, while the proximity to the 50-day average suggests the stock is testing near-term resistance. The overall technical picture is supportive heading into earnings, with momentum indicators and trend structure aligned positively, though the recent strength means the stock has less room for disappointment if results or guidance fall short of elevated expectations.