Morningstar
•
Oct 22, 2026
SEI Investments Company: SEI Investments Earnings: Investment Managers' Sales Momentum Continues; FVE Up to $108 From $98
Symbols
SEICSector(s)
Financial Services
Rating
Current Price
103.42
Fair Value
Economic Moat
Stewardship
Summary
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI
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Analyst Profile
Rajiv Bhatia
Equity Analyst
Rajiv Bhatia is an equity analyst on the financials team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. His areas of focus include custody banks, credit bureaus, and life insurers.Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.Bhatia holds a bachelor's degree in applied mathematics and economics from Northwestern University as well as a master's degree in finance from Washington University in Saint Louis. He also holds the Chartered Financial Analyst® designation.
