This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2024 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.20% per year. These returns cover a period from January 1, 1988 through April 1, 2024. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
View All Zacks #1 Ranked Stocks
Zacks News
The Zacks Analyst Blog Highlights SEI Investments, Artisan Partners, KKR, T. Rowe and Affiliated Managers
by Zacks Equity Research
SEI Investments, Artisan Partners, KKR, T. Rowe and Affiliated Managers are included in this Analyst Blog.
FHI or SEIC: Which Is the Better Value Stock Right Now?
by Zacks Equity Research
FHI vs. SEIC: Which Stock Is the Better Value Option?
Top 5 Investment Management Stocks to Enrich Your Portfolio
by Nalak Das
We have narrowed our search to five investment management stocks that have strong growth potential for 2024. These are: SEIC, APAM, KKR, TROW, AMG.
5 Reasons to Invest in T. Rowe Price (TROW) Stock Right Now
by Zacks Equity Research
T. Rowe Price's (TROW) solid AUM balance, business diversification initiatives, acquisitions and global reach make it an attractive investment option.
5 Reasons to Add SEI Investments (SEIC) Stock to Your Portfolio
by Zacks Equity Research
SEI Investments (SEIC) stock looks like an attractive pick right now, supported by strong fundamentals and decent growth prospects.
Customized Financing Need Aids Ares Capital (ARCC), Costs Ail
by Zacks Equity Research
While the rise in demand for customized financing will aid Ares Capital's (ARCC) total investment income, its expansion plans may lead to higher costs, hurting profits.
Here's Why Principal Financial (PFG) Is a Solid Pick Now
by Zacks Equity Research
Principal Financial (PFG) stands to gain from favorable claims and disciplined expense management, strong retention, employment growth and a solid capital position.
FHI or SEIC: Which Is the Better Value Stock Right Now?
by Zacks Equity Research
FHI vs. SEIC: Which Stock Is the Better Value Option?
4 Reasons Why Artisan Partners (APAM) Stock is a Must-Buy Now
by Zacks Equity Research
Artisan Partners (APAM) seems to be an attractive investment option now, supported by decent top-line growth and rising AUM.
SEI Investments (SEIC) Spurs AI Adoption in Wealth Business
by Zacks Equity Research
With a strategic investment in TIFIN, SEI Investments (SEIC) accelerates AI adoption in the wealth management business.
Here's Why Federated (FHI) Stock is Worth Buying Right Now
by Zacks Equity Research
Supported by strong fundamentals, Federated (FHI) stock seems to be a viable investment option now.
Wintrust (WTFC) Retirement Division to be Acquired by OneDigital
by Zacks Equity Research
Wintrust's (WTFC) Retirement Benefits Advisors division based in Chicago is being purchased by OneDigital.
LPL Financial (LPLA) to Buy Atria Wealth Solutions, Stock Up
by Zacks Equity Research
With an aim to further enhance its wealth management solution offerings, LPL Financial (LPLA) announces a deal to acquire New York-based Atria Wealth Solutions.
Principal Financial (PFG) Q4 Earnings Top, Revenues Rise Y/Y
by Zacks Equity Research
Principal Financial's (PFG) Q4 results reflect higher premiums, fees and other revenues and net investment income across most of the segments, offset by soft performance in the Corporate segment.
5 Must-Buy Investment Management Stocks for Stellar Returns
by Nalak Das
We have narrowed our search to five investment management stocks that have strong growth potential for 2024. These are: SEIC, AB, APAM, JHG, VRTS.
JHG or SEIC: Which Is the Better Value Stock Right Now?
by Zacks Equity Research
JHG vs. SEIC: Which Stock Is the Better Value Option?
State Street (STT) Completes CF Global Trading Acquisition
by Zacks Equity Research
State Street (STT) closes the agreement to acquire CF Global Trading, a firm that specializes in outsourced trading.
SEI Investments (SEIC) Q4 Earnings Meet, Expenses Rise Y/Y
by Zacks Equity Research
A rise in revenues and AUM balance support SEI Investments' (SEIC) Q4 earnings, while an increase in expenses acts as a spoilsport.
SEI (SEIC) Reports Q4 Earnings: What Key Metrics Have to Say
by Zacks Equity Research
The headline numbers for SEI (SEIC) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
SEI Investments (SEIC) Q4 Earnings Match Estimates
by Zacks Equity Research
SEI (SEIC) delivered earnings and revenue surprises of 0% and 0.72%, respectively, for the quarter ended December 2023. Do the numbers hold clues to what lies ahead for the stock?
Affiliated Managers (AMG) to Post Q4 Earnings: What's in Store?
by Zacks Equity Research
Affiliated Managers' (AMG) global distribution capability and a robust balance sheet are expected to have supported Q4 earnings.
Ahead of SEI (SEIC) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
by Zacks Equity Research
Evaluate the expected performance of SEI (SEIC) for the quarter ended December 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
3 Asset Management Stocks Set to Pull Off Earnings Beat in Q4
by Swayta Shah
Driven by solid market performance and moderate improvement in the operating backdrop, asset managers - SEI Investments (SEIC), T. Rowe Price (TROW) and Principal Financial (PFG) - are set to surpass estimates in Q4.
3 Stocks to Watch From the Prospering Investment Management Industry
by Zacks Equity Research
Higher rates and overall asset inflows will likely aid Zacks Investment Management stocks like BlackRock (BLK), SEI Investments (SEIC) and Artisan Partners (APAM).
Capital Southwest (CSWC) Earnings Expected to Grow: Should You Buy?
by Zacks Equity Research
Capital Southwest (CSWC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.