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Dividend Capture for SEI Investments (SEIC)

SEIC dividend capture — median 5d pre-ex touch, 89% /30d touch rate over 9 ex-dates. Next ex-date, event history, after-tax calculator & simulator.

Updated Jun 20, 20269 eventsmedium

SEI Investments (SEIC) has touched its pre-ex close within 30 trading days in 89% of the last 9 ex-dividend events, with a median time-to-touch of 5 trading days (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.36), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, SEIC sits noticeably below the Financial Services sector benchmark of 95%. The sector median time-to-touch is 1 trading day, so this ticker touches more slowly than peers.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit.

Touch rate (30d)
89%-6pp vs sector
Median days-to-touch
5d+4.0d vs sector
Signal-to-noise
0.36in line with sector

Recovery engine

TL;DR over the most recent 9 events.

MetricValuevs sector
30-day touch rate
89%
-6pp vs sector
Median days-to-touch
5d
+4.0d vs sector
Signal-to-noise (div / ATR)
0.36
in line with sector
Avg gap on ex-date
-1.29%
-0.72pp vs sector
Win rate at MOC exit
45%
Median drawdown during hold
-3.78%
+0.59pp vs sector
Best / worst touch (days)
2 / 19

Next ex-dividend

The company has not declared a dividend, and we don't have enough recent history to extrapolate a reliable estimate.

SEIC Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for SEI Investments (SEIC). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • +4.34%
  • -1.09%
  • -2.59%
  • -0.12%
  • -2.07%
  • +0.79%
  • -0.75%
  • -7.06%
  • +5.37%
  • -2.34%
  • +0.44%
  • +0.95%
  • -1.05%
  • +0.07%
  • +4.46%
  • -0.12%
  • +0.49%
  • +3.23%
  • -0.20%
  • -5.29%

SEIC Pre-Ex Touch Time Distribution

First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.

Touch windowDistributionCountShare
≤ 1 day735%
2–3 days420%
4–5 days420%
6–10 days00%
11–30 days420%
30+15%
35% within 1d · 75% within 5d · 95% within 30d(20 events analyzed)

SEIC Dividend Capture Calculator — After-Tax Yield

Pre-filled with SEIC's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.

Slippage preset
Display
Gross dividend
$104.00
After-tax dividend
$67.60
Slippage round-trip
-$16.97

Net if price returns to pre-ex
+$50.63
Required recovery to break even
0.00%

Per-event after-tax yield
+0.30%
Annual if all succeed
~15.0%
Scenariosbase rate 89%
Best (limit fills)+$50.63
Average (base rate)+$39.07
Worst (no recovery)$53.37

Open in full calculator →

SEIC Dividend Capture Backtest Simulator

Replay every historical SEIC ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)-0.45%
Win rate (20 trades)
75%
Cumulative P&L
i
-8.92%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
+79.05%Span: Jun 10, 2016 → Dec 29, 2025 · long-horizon total return vs repeating capture cycles
Best event
+0.77%
Worst event
-7.06%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+1.1%+0.0%-9.5%Jun 10, 2016 · cumulative -5.29% (sum of returns through this event)Dec 22, 2016 · cumulative -4.73% (sum of returns through this event)Jun 5, 2017 · cumulative -4.18% (sum of returns through this event)Dec 26, 2017 · cumulative -3.77% (sum of returns through this event)Jun 13, 2018 · cumulative -3.32% (sum of returns through this event)Dec 26, 2018 · cumulative -2.55% (sum of returns through this event)Jun 11, 2019 · cumulative -1.94% (sum of returns through this event)Dec 26, 2019 · cumulative -1.41% (sum of returns through this event)Jun 12, 2020 · cumulative -0.78% (sum of returns through this event)Dec 18, 2020 · cumulative -0.13% (sum of returns through this event)Jun 11, 2021 · cumulative +0.46% (sum of returns through this event)Dec 20, 2021 · cumulative +1.13% (sum of returns through this event)Jun 10, 2022 · cumulative -5.94% (sum of returns through this event)Dec 16, 2022 · cumulative -5.21% (sum of returns through this event)Jun 9, 2023 · cumulative -4.48% (sum of returns through this event)Dec 27, 2023 · cumulative -6.56% (sum of returns through this event)Jun 10, 2024 · cumulative -5.85% (sum of returns through this event)Dec 27, 2024 · cumulative -8.44% (sum of returns through this event)Jun 9, 2025 · cumulative -9.53% (sum of returns through this event)Dec 29, 2025 · cumulative -8.92% (sum of returns through this event)
Jun 10, 2016Dec 29, 2025

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

2
<-3%
3
-3..-1%
 
-1..0%
 
0%
15
0..1%
 
1..3%
 
>3%

Scenario P&L by event · SEIC (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-dateP&L
-5.29%
+0.56%
+0.54%
+0.42%
+0.45%
+0.77%
+0.60%
+0.53%
+0.63%
+0.65%
+0.59%
+0.66%
-7.06%
+0.73%
+0.73%
-2.07%
+0.70%
-2.59%
-1.09%
+0.61%

Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.

Frequently asked questions