SEI Investments Company

SEI Investments Company

SEIC
SEI Investments CompanyUS flagNASDAQ Global Select
89.40
USD
+1.25
- -
10.75BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
6.56
7.52
8.05
8.69
9.65
10.37
10.89
11.48
13.58
14.63
14.48
16.34
18.52
19.28
Basic EPS, GAAP
1.68
1.89
2
2.07
2.56
3.23
3.31
3.05
3.87
3.49
3.49
4.47
5.76
6.01
Free Cash Flow per Basic Share
1.72
1.85
2.01
2.18
2.36
3.29
3.09
2.8
4.3
3.87
3.18
4.54
4.71
5.39
Dividend per Share
0.2
0.44
0.48
0.52
0.56
0.6
0.66
0.71
0.75
0.81
0.87
0.93
1
1.02
Book Value per Share
2.53
2.51
2.44
2.39
2.97
3.32
3.98
3.86
4.49
5.11
5.76
5.84
6.39
6.37
Tangible Book Value per Share
4.92
5.58
6.03
6.24
6.86
7.58
8.91
9.41
10.14
11.36
12.61
13.6
14.07
13.5
Basic Weighted Avg Shares
172
168
166
161
158
157
152
147
141
136
133
130
124
123
Sales/Revenue/Turnover
1,126
1,266
1,334
1,402
1,527
1,624
1,650
1,684
1,918
1,991
1,920
2,125
2,297
2,368
Operating Margin (%)
22.06
27.87
26.85
26.81
26
27.21
27.91
26.48
28.85
23.89
22.11
25.96
27.31
27.86
Depreciation Expense
57
61
67
72
76
78
81
84
93
88
74
75
77
84
Net Income, GAAP
288
319
332
334
404
506
501
447
547
475
462
581
715
738
Effective Tax Rate (%)
33.74
34.91
33.73
34.35
27.4
17.64
20.59
21.35
21.2
21.96
22.26
22.17
21.69
21.87
Profit Margin (%)
25.59
25.17
24.86
23.82
26.49
31.15
30.39
26.56
28.49
23.88
24.08
27.35
31.14
31.17
Working Capital
639
736
779
788
865
895
1,011
984
1,048
1,055
1,125
1,171
886
961
LT Debt
- -
- -
- -
- -
30
- -
38
34
68
19
17
24
20
59
Total Equity
1,156
1,248
1,290
1,303
1,477
1,593
1,739
1,740
1,861
1,954
2,132
2,252
2,704
2,757
Return on Invested Capital (%)
14.86
19.08
18.7
19.02
20.51
23.49
21.64
19.65
23.43
18.93
15.94
19.31
19.53
19.91
Return on Capital (%)
67
74.61
80.34
84.59
91.55
99.44
85.76
71.06
82.74
66.22
61.12
73.59
76.34
76.28
Return on Common Equity (%)
68.52
74.54
80.27
84.5
94.63
102.35
89.31
76.45
91.05
71.52
63.34
76.31
92.13
97.06

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
7
9
10
LT Borrowings
- -
- -
32
LT Finance Leases
19
20
27
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
123
122
120
Market Capitalization
10,665
10,177
9,641

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
1,612
1,273
1,234
Cash, Cash Equivalents & STI
824
434
395
Accounts Receivable, Net
212
242
244
Inventories
- -
- -
- -
Total Current Liabilities
281
387
273
Payables & Accruals
158
222
183
ST Debt
7
9
10
Deferred Revenue
12
13
18

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
7.82%
9.35%
20.06%
Free Cash Flow
8.18%
10.76%
-0.86%
Net Income, GAAP
9.04%
11.04%
23.08%
Sales/Revenue/Turnover
5.69%
6.58%
8.1%
Total Cash Common Dividend
4.5%
3.64%
3.2%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
512
519
537
557
2,125
2025
551
560
579
608
2,297
2026
622
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1
1.06
1.2
1.21
4.47
2025
1.2
1.82
1.33
1.41
5.76
2026
1.43
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.46
0.46
- -
- -
0.93
2025
0.49
0.49
- -
0.01
1
2026
0.52
- -
- -
- -
- -

Company Description

MCPAPIChat
CEO
Ryan Hicke
Full Time Employees
5,066
Sector
Financial Services
Industry
Asset Management
Address
1 Freedom Valley Drive Oaks PA United States of America 19456
IPO Date
Mar 25, 1981
Website
seic.com
Business
SEI Investments Company (NASDAQ: SEIC), founded in 1968 and headquartered in Oaks, Pennsylvania, provides technology-driven investment processing, investment operations, asset management, and wealth management solutions to financial institutions, investment advisors, institutional investors, investment managers, and ultra-high-net-worth individuals worldwide. The company operates through key segments including Private Banks, which offers investment processing and asset management platforms; Investment Advisors, delivering unified managed household platforms and turnkey asset management; Institutional Investors, providing outsourced chief investment officer services, retirement plan administration, and investment management for nonprofits, healthcare systems, and pensions; and Investment Managers, supplying middle- and back-office platforms for alternative and traditional asset managers, fund companies, and sovereign wealth funds; it also maintains an Investments in New Businesses segment for strategic ventures. SEI maintains a global footprint with offices in the United States, Canada, Ireland, the United Kingdom, the Netherlands, Luxembourg, Dubai, Hong Kong, South Africa, and India, managing, advising, or administering approximately $1.8 trillion in assets as of September 30, 2025. In December 2025, SEI completes the first stage of a strategic $544 million investment in Stratos Wealth Holdings, acquiring approximately 57.5% equity in the U.S.-based business for $441 million via a newly formed affiliate, enhancing its advisor-focused ecosystem with Stratos's network of over 350 independent financial advisors managing $38 billion in client assets across 29 states, while preserving Stratos's brand, leadership under CEO Jeff Concepcion, and custodial relationships; the second stage to acquire the Mexico-based NSC business remains pending regulatory approval into 2026.

Company News

MCPAPIChat
  • SEI Investments Company (SEIC) Presents at Morgan Stanley US Financials Conference 2026 Transcript

  • SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

  • SEI Investments Company (SEIC) Presents at 46th Annual William Blair Growth Stock Conference Transcript

  • SEI Declares Dividend of $0.52 per Share

  • SEI Appoints Nathan Shetty as Chief Investment Officer

  • SEI Appoints Nathan Shetty as Chief Investment Officer

  • SEI to Present at William Blair and Morgan Stanley Conferences

  • SEI (SEIC) Down 1.6% Since Last Earnings Report: Can It Rebound?

  • SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)

  • 3 Investment Management Stocks to Watch Despite Industry Woes

  • Here's Why SEI Investments (SEIC) is a Strong Growth Stock

  • SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

  • SEI Investments Beats on Q1 Earnings as Revenues & AUM Rise Y/Y

  • SEI Investments Company (SEIC) Q1 2026 Earnings Call Transcript

  • SEI (SEIC) Reports Q1 Earnings: What Key Metrics Have to Say

  • SEI Investments (SEIC) Surpasses Q1 Earnings and Revenue Estimates

  • SEI Reports First-Quarter 2026 Financial Results

  • Exploring Analyst Estimates for SEI (SEIC) Q1 Earnings, Beyond Revenue and EPS

  • SEI Investments (SEIC) Reports Next Week: Wall Street Expects Earnings Growth

  • SEI Launches Digital Onboarding Solution for Collective Investment Trusts