- The trend backdrop is active with a 12-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
SEIC
NASDAQ
Week ended 24 Jul 2026
Weekly Investor Report
SEI Investments Company · Financial Services · Asset Management
Latest close
99.22 USD
-0.0%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 15.7% above the Trend Line and sits at 88.9% of its 52-week range. The latest completed week returned -0.0%, after a 13.7% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 47/100 conviction, while the latest news-sentiment score is 56/100. Near-term considerations: earnings are due in 84d.
Setup score
69
out of 100
Latest Close
99.22 USD
24 Jul 2026
1W Return
-0.0%
latest completed week
4W Return
13.7%
short-term follow-through
12W Return
10.6%
quarterly tape
Trend Breadth
44.2%
23 of 52 weeks active
Volume Ratio
1.4x
vs 13-week average
- 3 reversal markers appear in the recent smart-money tape.
- Price is close to its 52-week high; watch for continuation or exhaustion.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-0.0%
Latest completed week; four-week move 13.7%.
Indicator stack
66/79
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Options pressure
Bullish
47/100 conviction; expected move 6.9%.
News sentiment
56/100
59 relevant articles in the latest sentiment read.
Event risk
84d
Next report is scheduled for 21 Oct 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 15.7% above the Trend Line and sits at 88.9% of its 52-week range. The latest completed week returned -0.0%, after a 13.7% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.4x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
30 Jan
6 Feb
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.7912-week average 0.56
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership2/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.79Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers33 reversal markers
No recent accumulation markers. 3 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 13.7% over four weeks, 10.6% over 12 weeks, and 11.6% over one year. The current trend has remained active for 12 consecutive weeks.
Performance by holding period
Active trend streak12 weeks
Active weeks in one year23
Trend breadth44.2%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure1.19Latest activity-pressure read.
Pressure change92.4%Four-week change in activity pressure.
Leadership7.38Latest relative-leadership reading.
RS change174.5%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 26 Jul 2026
Financial statements through 31 Dec 2025
Field coverage 100%
Model confidence 100%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength39/100Blend of value, momentum, and quality. Underlying universe rank 62; rank 1 is best.
Value27/100Relative valuation strength. Underlying universe rank 74; rank 1 is best.
Quality92/100Profitability and accounting quality. Underlying universe rank 9; rank 1 is best.
Momentum31/100Medium-term price momentum. Underlying universe rank 70; rank 1 is best.
Growth36/100Revenue and earnings growth. Underlying universe rank 65; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework75/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 16.8x Price divided by trailing earnings.
- Price / sales
- 4.9x Market value relative to trailing revenue.
- EV / EBITDA
- 12.3x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 6.4% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 67.3% Gross profit retained from each unit of revenue.
- Operating margin
- 34.9% Operating profit retained from revenue.
- Free-cash-flow margin
- 30.7% Free cash flow generated from revenue.
- Return on invested capital
- 31.5% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 11.3% Latest one-year revenue growth.
- EPS growth
- 2.6% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 10.0% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 5/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 1.0% Cash dividends relative to market value.
- Buyback yield
- 4.1% Net share repurchases relative to market value.
- Shareholder yield
- 5.1% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -0.4x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningBullish
SEIC shows bullish options pressure with a 47/100 conviction score, put-call volume ratio of 0.18, expected move of 6.9%, and Sharemaestro trend signal active.
Conviction47/100
Expected move6.9%
Put/call volume0.18
Insider activity4 / 16
4 acquisitions and 16 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment56/100
Weighted news tone is neutral across 59 relevant articles.
18 positive · 40 neutral · 1 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings84dNext report is scheduled for 21 Oct 2026; event risk rises as the date approaches.
Options expected move6.9%Nearest-chain priced movement where available.
52-week drawdown-3.0%Distance below the 52-week high.
13-week volatility2.3%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
30 Jan
27 Feb
27 Mar
24 Apr
22 May
19 Jun
24 Jul
Weeks higher14 of 2612 weeks finished lower.
Best week+11.3%Week of 24 Apr.
Worst week-6.9%Week of 13 Feb.
Latest week-0.0%Week of 24 Jul.
Shape of recent returns
Strong gains3
Modest gains11
Flat weeks0
Modest losses11
Sharp losses1
Recent vol2.3%13-week weekly-return volatility.
Base vol2.9%52-week weekly-return volatility.
Up/down split26/26Count of positive and negative weeks in the 52-week window.
Average skew2.3% / -1.8%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Financial Services
4-week rank- / 100
Group average5.2%
Trend breadth58.0%
Trend58.0%active weekly trend signals
MD88.0%positive activity pressure
RS52.0%positive relative leadership
Four-week leaders
IndustryUS Asset Management
4-week rank5 / 100
Group average1.9%
Trend breadth46.0%
Trend46.0%active weekly trend signals
MD63.0%positive activity pressure
RS26.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape66/100
Trend, activity pressure, participation, and risk combine to a 66/100 tape read.
Indicator analysis66/100Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 2/12.
Activity pressure 0.79; 3 reversal markers Factors47/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 14; Small Cap Core rank 73 SVQF75/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 180.0 of 726 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options49/100SEIC shows bullish options pressure with a 47/100 conviction score, put-call volume ratio of 0.18, expected move of 6.9%, and Sharemaestro trend signal active.
Bullish · Call-side pressure · Expected move 6.9% Sentiment56/100Weighted news tone is neutral across 59 relevant articles.
Form 4 SEI Investments Company For: 28 July By Investing.com Insiders4 / 164 acquisitions and 16 disposals in the latest 180-day insider tape.
Earnings84dNext report is scheduled for 21 Oct 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 24 Jul 2026 | 99.22 USD | -0.0% | 85.73 USD | 74.53 USD | 1.19 | 7.38 | 4.9M | On |
| 17 Jul 2026 | 99.25 USD | 4.0% | 85.22 USD | 74.28 USD | 0.95 | 5.51 | 4.6M | On |
| 10 Jul 2026 | 95.45 USD | 4.4% | 84.66 USD | 74.04 USD | 0.77 | -3.05 | 3.4M | On |
| 3 Jul 2026 | 91.43 USD | 4.8% | 84.21 USD | 73.81 USD | 0.64 | -5.90 | 2.5M | On |
| 26 Jun 2026 | 87.25 USD | -2.4% | 83.84 USD | 73.59 USD | 0.62 | -9.91 | 3.4M | On |
| 19 Jun 2026 | 89.44 USD | 0.0% | 83.59 USD | 73.40 USD | 0.64 | -12.27 | 3.5M | On |
| 12 Jun 2026 | 89.40 USD | 0.6% | 83.25 USD | 73.18 USD | 0.70 | -10.42 | 2.6M | On |
| 5 Jun 2026 | 88.90 USD | 1.8% | 82.95 USD | 72.97 USD | 0.79 | -9.27 | 2.9M | On |
| 29 May 2026 | 87.37 USD | -2.9% | 82.72 USD | 72.76 USD | 0.83 | -15.24 | 2.8M | On |
| 22 May 2026 | 90.00 USD | -0.1% | 82.46 USD | 72.56 USD | 0.94 | -10.69 | 3.1M | On |
| 15 May 2026 | 90.05 USD | -0.7% | 82.16 USD | 72.34 USD | 0.93 | -10.02 | 3.2M | On |
| 8 May 2026 | 90.65 USD | 1.1% | 81.82 USD | 72.11 USD | 0.59 | -10.13 | 3.3M | On |
| 1 May 2026 | 89.69 USD | 1.6% | 81.47 USD | 71.89 USD | 0.24 | -6.66 | 5.5M | Off |
| 24 Apr 2026 | 88.32 USD | 11.3% | 81.30 USD | 71.68 USD | -0.31 | -7.02 | 8.6M | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.