Track record · closed signal

SEI Investments Company (SEIC) — closed signal from November 28, 2025

Partial Published before the outcome was known, scored automatically when the window closed on February 26, 2026 — +3.4% at the close.

Predicted vs. what happened

SEIC price · publication thesis → realized outcomesplit-adjusted

$78.53 – $81.00Entry zone — fair-value band

$80.53Published — price the day we called it

$94.45Target — the price the thesis aimed for

$91.42Peak — highest point inside the window, not a realized return

$83.30Window close — end-of-window price, context only

What happened

Partial

Reached 75% of the predicted growth at its peak, without hitting the target.

At window close

+3.4%

realized, from the publication price to the last close inside the window

Peak gain

+13.5%

peak, from the publication price — not a realized return

S&P 500, same window

+1.2%

SPY over the identical days, dividend-adjusted

Window close

$83.30

last close inside the window, ended February 26, 2026

Peak price

$91.42

peak on January 29, 2026 — not a realized return

Days to target

—

The thesis — published November 28, 2025

Predicted growth

+18%

over the measurement window

Target price

$94.45

the price the thesis aimed for

Entry zone

$78.53 – $81.00

the fair-value band we waited for

Price at publication

$80.53

published November 28, 2025

Confidence

69%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

SEI is a steady financial company that earns recurring fees. It beat profit expectations in Q3, grew assets under management by about 10 percent, and won a new client mandate. After a modest pullback, the stock looks like a reasonable place to buy gradually because investor sentiment is positive and the business is growing predictably.

Primary drivers

Regular fee income and over $540B in managed assets support steady results
Q3 profit beat of $1.30 helped lift investor sentiment
New Syverson Strege mandate increases revenue visibility and retention
Post-earnings dip offers calmer entry at fair valuation

How it played out

SEIC: thesis partly played out but target was missed

Lyra published SEIC at $80.53 on 2025-11-28 with an 18 percent expected gain and a $94.45 target by 2026-02-26. The thesis pointed to regular fee income, over $540B in managed assets, a Q3 profit beat of $1.30, about 10 percent growth in assets under management, a new Syverson Strege mandate, and a calmer entry after a post-earnings dip.

Inside the window, SEIC rose but did not reach the target. It peaked at $91.42 on 2026-01-29, with a 13.5 percent gain. It never got there. The stock ended at $83.30. The verdict was partial: the direction was right, but the published target was missed.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All SEIC signals