SEI Investments Company

SEI Investments Company

102.88
USD
-0.46
(-0.45%)
5.73EPS
15.12P/E
10.52BMarket Cap
Feb 03Next Earn
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
- -
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
- -
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
- -
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
1.05
Book Value per Share
6.83
7.48
7.88
8.19
9.4
10.37
11.61
12.13
13.44
14.56
16.25
17.76
20.03
- -
Tangible Book Value per Share
4.98
5.63
6.1
6.33
6.91
7.73
9.02
9.62
10.34
11.52
12.75
13.94
12.19
- -
Basic Weighted Avg Shares
172
168
166
161
158
157
152
147
141
136
133
130
124
121
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
- -
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
- -
Depreciation Expense
57
61
67
72
76
78
81
84
93
88
74
75
77
- -
Net Income, GAAP
288
319
332
334
404
506
501
447
547
475
462
581
715
- -
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
- -
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
- -
Working Capital
639
736
779
788
865
895
1,011
984
1,048
1,055
1,125
1,171
886
- -
LT Debt
- -
- -
- -
- -
30
- -
38
34
68
19
17
24
20
- -
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
- -
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
- -
Return on Capital (%)
26.04
26.54
26.17
25.78
28.82
32.67
29.7
25.09
29.39
24.27
22.35
26.19
28.45
- -
Return on Common Equity (%)
26.26
26.52
26.14
25.75
29.09
32.96
30.1
25.72
30.36
24.93
22.63
26.51
30.44
- -

Capital Structure

USD

•

in mil. unless spec.
Mar'26
Jun'26
Sep'26
ST Debt
10
14
- -
LT Borrowings
32
29
- -
LT Finance Leases
27
25
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
120
120
119
Market Capitalization
9,447
10,523
12,211

Working Capital

USD

•

in mil. unless spec.
Mar'26
Jun'26
Sep'26
Total Current Assets
1,234
1,343
- -
Cash, Cash Equivalents & STI
395
421
- -
Accounts Receivable, Net
244
246
- -
Inventories
- -
- -
- -
Total Current Liabilities
273
266
- -
Payables & Accruals
183
158
- -
ST Debt
10
14
- -
Deferred Revenue
18
16
- -

Growth Rates

USD

•

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

USD

•

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
642
- -
- -
- -

Quarterly Earnings Per Share

USD

•

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
1.63
- -
- -
- -

Quarterly Dividends Per Share

USD

•

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
0.52
- -
- -
- -

Company Description

CEO
Ryan P. Hicke
Full Time Employees
5,029
Sector
Finance
Industry
Investment managers
Address
1 Freedom Valley Drive Oaks PA United States 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

  • SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle

  • SEI Investments Company (SEIC) Q3 2026 Earnings Call Transcript

  • SEI (SEIC) Reports Q3 Earnings: What Key Metrics Have to Say

  • What SEI Investments (SEIC) Said on Its Q3 Earnings Call

  • SEI Investments (SEIC) Surpasses Q3 Earnings and Revenue Estimates

  • SEI Reports Third-Quarter 2026 Financial Results

  • Gear Up for SEI (SEIC) Q3 Earnings: Wall Street Estimates for Key Metrics

  • SEI Investments Company $SEIC Stock: First Citizens Bank & Trust Co. Cuts Stake

  • SEI Appoints Kristie Edling-Day as Chief Information Officer

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

  • SEI Investments Company (NASDAQ:SEIC) Stock Has Consensus Target Price of $123.67 According to Analysts

  • SEI to Announce Third-Quarter 2026 Earnings on Wednesday, October 21, 2026

  • SEI Integrates with ICE ETF Hub to Strengthen ETF Order Management Capabilities

  • Blackstone (NYSE:BX) & SEI Investments (NASDAQ:SEIC) Head to Head Comparison

  • SEI (SEIC) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?

  • Can SEIC's Singapore Push Add Another Leg to Its Growth Story?

  • SEI Opens Singapore Office to Support Growing Asset Management Sector in Asia

  • SEI Enhances Integrated Tax Management Capabilities for Greater Portfolio Flexibility and After-Tax Outcomes

  • SEI's Record Revenue, Earnings Fuel Future Growth, Rising Shares

  • Engineers Gate Manager LP Has $3.41 Million Stake in SEI Investments Company $SEIC