• In March 2026, The Huntington National Bank announced it had chosen SEI Investments’ SEI Wealth Platform, data cloud, and digital workflow tools to unify and modernize Huntington Private Bank’s wealth management infrastructure.
• This win deepens SEI’s role across technology, operations, and asset management for a major U.S. bank, underscoring client dependence on its integrated wealth platform and professional services offering.
• Next, we’ll explore how Huntington’s adoption of the SEI Wealth Platform may influence SEI Investments’ investment narrative around technology-driven outsourcing.

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SEI Investments Investment Narrative Recap

To own SEI Investments, you need to believe in its role as a long-term technology and outsourcing partner for wealth managers and banks, with earnings tied to sticky, service-based relationships. Huntington’s move to adopt the SEI Wealth Platform reinforces this technology-driven outsourcing story, but it also highlights the biggest near-term swing factor: flawless execution on complex, multi-year conversions, where delays or scope changes could pressure margins and amplify existing concerns around concentrated, “lumpy” wins.

The most relevant recent announcement is SEI’s plan to report Q1 2026 results on April 22, 2026, following a year in which revenue reached US$2,297.38 million and net income was US$715.31 million. Huntington’s large, multi-service mandate will likely be a key topic of interest on that call, as investors assess how major platform wins align with the current earnings trajectory and the company’s ongoing investments in technology, operations, and professional services.

Yet behind the appeal of big bank wins, investors should be aware of the growing execution risk that comes with...

SEI Investments' narrative projects $3.0 billion revenue and $835.0 million earnings by 2029. This requires 9.9% yearly revenue growth and about a $120 million earnings increase from $715.3 million today.

Uncover how SEI Investments' forecasts yield a $104.00 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Some of the lowest-estimate analysts were already assuming slower progress, with revenue near US$2.6 billion and earnings around US$764.0 million by 2029, so Huntington’s complex bank conversion could either challenge that cautious view or force a rethink of how much execution and timing risk you are comfortable with.

Explore 4 other fair value estimates on SEI Investments - why the stock might be worth as much as 82% more than the current price!

Reach Your Own Conclusion

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your SEI Investments research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free SEI Investments research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SEI Investments' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.