SEI Investments Co reported a series of insider transactions and quarterly results that together paint a picture of active executive equity activity alongside a stronger operating performance.
On January 29, 2026, Ryan Hicke, Chief Executive Officer of SEI Investments Co (NASDAQ: SEIC), sold a total of 79,990 shares of the company’s common stock. The disposition generated approximately $6.99 million in proceeds, with the trades executed at prices ranging from $86.75 to $88.06 per share.
That same day, Hicke also exercised stock options to acquire 80,000 shares of SEI common stock. The option exercises carried strike prices between $48.47 and $71.12, and the aggregate cost to exercise those options was $4.9 million.
These insider moves coincided with SEI’s reported results for the fourth quarter of fiscal 2025. The company posted earnings per share of $1.38, narrowly surpassing the consensus estimate of $1.36. Revenue for the quarter came in at $607.93 million, exceeding the analyst projection of $596.9 million.
Following the quarter, Piper Sandler adjusted its view on the stock by raising its price target from $102 to $109 while retaining an Overweight rating. The firm cited SEI’s improved core operating margins, which expanded to 30% from 29% - the highest level recorded in several years - as a factor supporting its decision.
Taken together, the transactions and the quarterly results indicate a period of solid financial performance and improved operating efficiency at SEI Investments. The company’s margin expansion and earnings beat were significant enough to prompt a raise in analyst target while keeping a positive rating.
Limited detail is available in the public disclosures about the motivations behind the CEO’s share sale and option exercises beyond the recorded transaction terms. Similarly, while the quarter’s results show an uptick in profitability metrics, the company’s future margin trajectory and operational performance beyond the reported period remain unspecified in these disclosures.