Mark Andrew Warner, who serves as Chief Accounting Officer and Controller at SEI Investments Co (NASDAQ: SEIC), completed multiple equity transactions on February 25, 2026. Warner sold 4,000 shares of SEI common stock that day for a total of $326,960. The sale carried a weighted average price between $81.67 and $81.80 per share, which the filings note was modestly below the then-current trading price of $82.17.
Also on February 25, Warner acquired 4,000 shares through two separate transactions, each for 2,000 shares, at a price of $71.12 per share. Those purchases totaled $284,480 and were recorded as employment compensation tied to the exercise of stock options. The public filings further indicate Warner exercised options to purchase 4,000 shares of SEI common stock.
These insider transactions occurred against a backdrop of recent company results and market metrics. SEI Investments is reported to carry a market capitalization of $10.04 billion and trades at a price-to-earnings ratio of 14.42. Valuation analysis included with the company data flags SEI as trading below its calculated Fair Value and lists it among the most undervalued stocks in that assessment.
SEI released fourth-quarter 2025 financial results that exceeded analyst expectations. The company posted earnings per share of $1.38, outpacing the consensus forecast of $1.36. Revenue for the quarter reached $607.93 million versus the $596.9 million analysts had expected.
Analyst coverage reflected continued enthusiasm from some firms. Piper Sandler maintained an Overweight rating on SEI Investments and kept a price target of $106.00, while noting concerns related to artificial intelligence. Separately, UBS began coverage of the company with a Buy rating and set a price target of $115.00, pointing to growth in the alternative asset management segment as a rationale.
The combination of insider activity, a near-term exercise of options, a company earnings beat and reiterated or new analyst targets provides multiple data points for investors monitoring SEI. The filings show explicit amounts, prices and the timing of Warner's transactions; beyond those recorded details, the public materials provide valuation context and broker commentary that together outline the recent developments for SEI Investments.
Key takeaways and context are listed below.
- Insider transactions on Feb. 25, 2026 included a sale of 4,000 shares for $326,960 and acquisition of 4,000 shares via option exercise-related compensation valued at $284,480.
- SEI reported Q4 2025 EPS of $1.38 and revenue of $607.93 million, both above expectations.
- Market metrics and analyst notes: market cap $10.04 billion, P/E 14.42, Overweight and Buy ratings with price targets of $106.00 and $115.00 from Piper Sandler and UBS respectively.
Risks and uncertainties noted in public materials
- The filings and commentary highlight valuation and market-driver considerations; the analyst notes referenced concerns about AI, which are singled out by one brokerage.
- Insider transactions combine sales, option exercises and compensation-based share receipts; the mix of activity introduces complexity for investors interpreting insider intent.