Insider Trading March 12, 2026

SEI Investments Chairman Emeritus Disposes $5.0M in Shares Over Two Days

Alfred P. West Jr. reduced holdings via multiple transactions; company posts modest beat on Q4 2025 and pursues AI automation with IBM

By Jordan Park SEIC
SEI Investments Chairman Emeritus Disposes $5.0M in Shares Over Two Days
SEIC

Alfred P. West Jr., Chairman Emeritus of SEI Investments Co (NASDAQ: SEIC), sold $5,003,141 of company stock in several transactions filed on March 10 and March 11, 2026. The trades, reported on a Form 4 to the SEC and executed under a power of attorney by Diane Gallagher, involved blocks sold at prices between $78.88 and $80.47. After the disposals West still directly holds 6,875,783 shares. Separately, SEI reported Q4 2025 results that slightly surpassed analyst expectations and disclosed a partnership with IBM to roll out artificial intelligence and automation across its operations. Analysts have recently shown constructive ratings, including a Buy initiation from UBS and an Overweight reiteration from Piper Sandler with a $106.00 price target.

Key Points

  • Alfred P. West Jr. sold $5,003,141 of SEI Investments stock across multiple trades on March 10 and March 11, 2026, as reported on a Form 4.
  • The sales were executed at prices ranging from $78.88 to $80.47 and conducted under a power of attorney with Diane Gallagher acting as attorney in fact.
  • SEI reported Q4 2025 EPS of $1.38 versus an expected $1.36 and revenue of $607.93 million versus an anticipated $596.9 million; the company has a partnership with IBM to implement AI and automation.

Alfred P. West Jr., who serves as Chairman Emeritus of SEI Investments Co (NASDAQ: SEIC), completed a series of stock sales that together totaled $5,003,141 on March 10 and March 11, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The Form 4 details multiple disposals executed at prices spanning $78.88 to $80.47. The filing breaks the transactions down as follows: 178 shares sold at $78.88; 25,391 shares sold at an average price of $79.97 with trade-level prices ranging from $79.12 to $80.11; 29,431 shares sold at an average of $80.47 with prices ranging from $80.12 to $81.04; 6,076 shares sold at an average price of $79.11 with a range of $78.66 to $79.64; and 1,371 shares sold at an average of $79.94 with a range of $79.67 to $80.60.

Following these transactions, West is reported to directly own 6,875,783 shares of the firm. The company's ordinary shares are trading at $78.99 and the market capitalization stands at $9.66 billion based on the most recent quote referenced in the filing.

The sales were carried out under a power of attorney, with Diane Gallagher identified in the filing as attorney in fact. The Form 4 specifies the mechanics of the disposition but does not attach any commentary from West or additional context beyond the transactional details and the use of the power of attorney.


Operational and financial context

SEI Investments reported fourth-quarter 2025 results that slightly exceeded consensus expectations. The company posted earnings per share of $1.38 versus the forecasted $1.36. Revenue for the quarter came in at $607.93 million compared with anticipated revenue of $596.9 million.

In its strategic disclosures, SEI has entered a partnership with IBM to deploy artificial intelligence and automation across parts of the business. The company says the initiative is intended to increase efficiency by automating routine tasks and redesigning processes.

Market research and analytics referenced in the filing note that InvestingPro views SEIC as undervalued at current levels and assigns the company a "GOOD" financial health score. InvestingPro highlights SEIC among its list of particularly undervalued names and indicates investors can access a Pro Research Report covering SEI alongside 1,400+ other U.S. equities.

InvestingPro Tips called attention to SEI's dividend track record, noting the company has raised its dividend for 12 consecutive years and maintained dividend payments for 38 consecutive years.


Analyst actions

On the sell-side, UBS initiated coverage of SEI Investments with a Buy rating. Piper Sandler reiterated an Overweight rating and maintained a $106.00 price target. The analyst actions are noted alongside the company’s recent operational initiatives and quarterly results.


What the filing shows

  • The March 10-11, 2026 Form 4 documents multiple sales totaling $5,003,141 executed at prices between $78.88 and $80.47.
  • Disposition details include specific share counts and average price bands as supplied in the SEC filing.
  • After the reported transactions, West directly holds 6,875,783 shares of SEI Investments Co.

The filing provides clear transactional data without commentary on intent. The company’s recent quarterly results, strategic partnership with IBM, dividend history, InvestingPro valuation view, and recent analyst coverage together form the contextual backdrop to the disclosure of these insider sales.

Risks

  • Insider disposition - The sale of shares by a long-standing insider is a transaction market participants may scrutinize, which could influence investor sentiment in the financial services and asset management sectors.
  • Execution risk in automation - The IBM partnership to deploy AI and automation targets efficiency gains, but the timing and effectiveness of process redesign and automation are areas of operational uncertainty.
  • Valuation interpretation - While InvestingPro labels SEIC as undervalued with a "GOOD" financial health score, differing analyst views or future results could alter that assessment and affect equity market perception.

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