FINWIRES · TerminalLIVE
FINWIRES

摩根士丹利称，SEI Investments第一季度盈利超预期，被视为Net AI的“受益者”。

-- 摩根士丹利周四发布的一份报告指出，SEI Investments (SEIC) 被视为人工智能的净“受益者”，其面临的“颠覆”风险较低。该公司第一季度盈利超出预期，利润率大幅提升，销售势头强劲。 报告称，SEI Investments (SEIC) 的每股收益超出预期 0.13 美元，增幅约 10%。营收比市场普遍预期高出约 2%，支出比预期低约 3%。调整后税前利润率达到 32%，创下“2009 年以来”的最高水平。净新增销售额达到创纪录的 6700 万美元，部分原因是赢得了几家大型资产管理公司的业务，也反映出其“多元化的业务渠道”具有进一步扩张的潜力。 摩根士丹利表示，SEI 有望通过人工智能提高成本效益和生产力，从而在对账、报告、合规和外包后台服务等领域获益，这可能有助于其利润率的进一步提升。 这家投资银行将该公司2026年的每股收益预期上调0.52美元至5.87美元，并将2027年的每股收益预期上调0.44美元至6.62美元，反映出更高的利润率和温和的营收增长潜力，同时维持了积极的长期展望。 摩根士丹利重申了对SEI Investments的“增持”评级，并将目标股价从108美元上调至113美元。

Price: $90.53, Change: $+5.74, Percent Change: +6.77%

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