SEI Investments (SEIC - Free Report) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
Analysts' growing optimism on the earnings prospects of this investment management firm is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
Consensus earnings estimates for the next quarter and full year have moved considerably higher for SEI Investments, as there has been strong agreement among the covering analysts in raising estimates.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $1.59 per share for the current quarter, which represents a year-over-year change of +22.3%.
Over the last 30 days, four estimates have moved higher for SEI compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 6.01%.
Current-Year Estimate RevisionsThe company is expected to earn $6.20 per share for the full year, which represents a change of +10.1% from the prior-year number.
There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, four estimates have moved up for SEI versus no negative revisions. This has pushed the consensus estimate 5.4% higher.
Favorable Zacks RankThanks to promising estimate revisions, SEI currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineWhile strong estimate revisions for SEI have attracted decent investments and pushed the stock 10% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.
SEI Investments (NASDAQ:SEIC) reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.
Chief Executive Officer Ryan Hicke said revenue rose 15% from the prior year, adjusted operating profit increased 36% and adjusted EPS grew 38%. Hicke told analysts the results reflected changes made over the past several years, including more disciplined capital allocation, an evolved value proposition and execution of strategic goals laid out at the company’s investor day.
“This quarter is less about what happened during the last three months and more a reflection of the changes we have made over the past few years,” Hicke said.
Operating Leverage Drives Earnings Growth Chief Financial and Chief Operating Officer Sean Denham said the increase in adjusted EPS was driven primarily by core operating performance, including mid-teens revenue growth, 500 basis points of margin expansion and a 3% reduction in share count.
The quarter also included investment-related gains. Denham said SEI’s consolidated co-investment in an LSV hedge fund contributed $7.5 million through the net gain on variable interest entities line item. He said SEI invested $50 million in that strategy last year, and it has generated more than $12 million of gains over the last 12 months after excluding non-controlling interests. SEI also recognized nearly $4 million of mark-to-market gains across several other co-investments during the quarter.
Denham said revenue and operating profit increased across most of SEI’s businesses. Investment Managers Services generated 17% revenue growth, reflecting the conversion of prior sales into revenue. Private Banking revenue increased 11%, driven by growth within the existing client base. Advisors revenue rose 30%, benefiting from higher market values and the contribution from Stratos.
Institutional was the exception, with operating profit roughly flat from the prior year as SEI continued investing in asset management initiatives.
Sales Events Remain Elevated SEI reported $43 million of sales events during the quarter, following a record $67 million in the first quarter. Year-to-date sales events totaled $110 million.
Hicke said Investment Managers Services generated more than $32 million of sales events, driven by both new client wins and expanded relationships with existing clients. Denham said about three-quarters of IMS sales events came from alternative investments.
Private Banking produced more than $13 million of sales events, with activity tied to new regional bank wins, conversions from TRUST 3000 to the SEI Wealth Platform, and demand for professional services, including SEI Data Cloud. Denham said Private Banking also executed contract renewals representing $13 million of annualized revenue during the quarter, following $34 million in the first quarter.
Across Advisors and Institutional, net sales events were modestly negative. Denham said SEI continues to see demand for newer offerings such as ETFs and separately managed accounts, though those products generally carry lower fee rates than traditional mutual funds.
Private Markets, ETFs and Stratos Highlight Growth Plans Hicke pointed to several growth investments that he said currently contribute little to financial results but could become meaningful over time. One focus is expanding private markets into retail and retirement channels. He said SEI’s registered transfer agency, fund administration platform and trust company create a “full-stack capability” for managers seeking administration, transfer agency, investor servicing, compliance and operational infrastructure.
Hicke said SEI believes its retail alternatives and private markets retirement initiatives have the potential to become a business generating more than $100 million of annual run-rate revenue within five years.
SEI also continues to expand its asset management strategy. Hicke said the company launched its latest active factor ETF, SEUS, bringing its ETF lineup to 10 funds. He said SEI’s ETF business has grown from $3 billion to more than $8 billion over the past 12 months. He also cited SEI’s recently announced partnership with Carlyle as an example of product development tied to market opportunity.
Stratos, SEI’s advisor-focused platform, also remains a focus. Hicke said SEI advisors are showing interest in succession, liquidity and growth solutions without leaving the company’s ecosystem. Denham said Stratos contributed $21 million of revenue in the quarter, up 11% from the first quarter, and generated $2 million of operating profit before non-controlling interests. Excluding acquisition-related intangible amortization, Stratos EBITDA exceeded $9 million.
Technology and AI Investments Continue Management also emphasized investments in data, automation and artificial intelligence. Hicke said enhancements to SEI Data Cloud and the IMS platform are helping clients access information faster, simplify integrations, reduce operational complexity and make better use of data.
Sneha Shah, a member of SEI’s executive management team, said clients are asking SEI for help as they rethink operating models and evaluate where to use partners. She said SEI is seeing demand for SEI Data Cloud services and professional services tied to AI readiness.
Denham said SEI’s relationship with IBM is intended to support automation and help the company co-create agents for labor-intensive processes. Hicke said the IBM relationship is an enterprise-wide initiative, starting with IMS and expanding to other areas of the company.
Capital Returns and Outlook SEI ended the quarter with nearly $400 million of cash. The company repurchased $112 million of stock during the quarter at an average price of $87. Denham said repurchase activity was lower than in the first quarter, when market volatility created what SEI viewed as a significant opportunity, but said the company expects repurchases to increase from second-quarter levels.
Asked about balancing buybacks with acquisitions, Denham said SEI has roughly a $600 million revolving credit facility that is essentially untouched, giving the company capacity to support M&A activity, including Stratos-related opportunities.
SEI did not provide formal guidance. In response to an analyst question about sustaining low- to mid-teens revenue growth, Hicke said the company does not give guidance but described pipelines as “as strong as they’ve ever been” and said management is encouraged by what it sees for second-half revenue.
About SEI Investments (NASDAQ:SEIC) SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.
The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.
ABN Amro Investment Solutions lowered its stake in shares of SEI Investments Company (NASDAQ:SEIC – Free Report) by 22.6% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 35,810 shares of the asset manager’s stock after selling 10,475 shares during the period. ABN Amro Investment Solutions’ holdings in SEI Investments were worth $2,810,000 as of its most recent filing with the SEC.
Other hedge funds have also made changes to their positions in the company. Allworth Financial LP lifted its stake in SEI Investments by 44.0% during the third quarter. Allworth Financial LP now owns 432 shares of the asset manager’s stock worth $37,000 after purchasing an additional 132 shares during the period. CIBC Private Wealth Group LLC boosted its holdings in SEI Investments by 353.1% during the third quarter. CIBC Private Wealth Group LLC now owns 435 shares of the asset manager’s stock valued at $37,000 after purchasing an additional 339 shares in the last quarter. Root Financial Partners LLC grew its stake in shares of SEI Investments by 40.8% in the 1st quarter. Root Financial Partners LLC now owns 487 shares of the asset manager’s stock valued at $38,000 after purchasing an additional 141 shares during the period. Geneos Wealth Management Inc. grew its stake in shares of SEI Investments by 60.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 532 shares of the asset manager’s stock valued at $41,000 after purchasing an additional 200 shares during the period. Finally, Rothschild Investment LLC raised its holdings in shares of SEI Investments by 266.9% in the 4th quarter. Rothschild Investment LLC now owns 565 shares of the asset manager’s stock worth $46,000 after buying an additional 411 shares in the last quarter. Institutional investors own 70.59% of the company’s stock.
Key Stories Impacting SEI Investments Here are the key news stories impacting SEI Investments this week:
Positive Sentiment: SEI Investments beat Q2 earnings expectations, reporting $1.66 per share versus consensus around $1.44-$1.45, while revenue came in above estimates at $641.62 million. The company also said revenue rose 14.7% year over year and operating income increased 33%, with operating margin reaching 31%. Article Title Positive Sentiment: Management highlighted record growth in revenue and EPS in the Q2 earnings call, which should support confidence in the company’s operating momentum and ability to convert higher activity into profits. Article Title Positive Sentiment: Analysts turned more constructive after the report: Morgan Stanley raised its price target to $125 and reiterated an overweight rating, while Keefe, Bruyette & Woods lifted its target to $119 with an outperform rating. Article Title Positive Sentiment: Assets under management and assets under administration reportedly rose year over year, reinforcing that the business is still seeing healthy client inflows and scale benefits. Article Title Neutral Sentiment: Despite the earnings beat, EPS was below last year’s level, which may have tempered enthusiasm and limited the stock’s upside reaction. Article Title Insider Buying and Selling at SEI Investments In related news, insider Mark Andrew Warner sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $91.16, for a total value of $364,640.00. Following the completion of the sale, the insider directly owned 921 shares in the company, valued at approximately $83,958.36. This trade represents a 81.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Kathryn Mccarthy sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $91.07, for a total value of $910,700.00. Following the completion of the sale, the director owned 77,883 shares in the company, valued at $7,092,804.81. This represents a 11.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 71,332 shares of company stock worth $6,278,583 over the last quarter. 4.80% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In SEIC has been the subject of a number of recent analyst reports. Morgan Stanley increased their target price on shares of SEI Investments from $115.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday. Raymond James Financial lifted their target price on shares of SEI Investments from $122.00 to $124.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. UBS Group reissued a “buy” rating and issued a $125.00 target price on shares of SEI Investments in a report on Thursday. Keefe, Bruyette & Woods increased their price target on SEI Investments from $113.00 to $119.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of SEI Investments in a report on Friday, July 17th. Six research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $122.60.
Read Our Latest Report on SEI Investments
SEI Investments Stock Performance Shares of NASDAQ:SEIC opened at $96.73 on Friday. The business has a 50-day moving average price of $91.54 and a two-hundred day moving average price of $86.04. SEI Investments Company has a 1-year low of $75.08 and a 1-year high of $102.29. The stock has a market capitalization of $11.63 billion, a P/E ratio of 17.06 and a beta of 0.97. The company has a current ratio of 4.52, a quick ratio of 4.40 and a debt-to-equity ratio of 0.07.
SEI Investments (NASDAQ:SEIC – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The asset manager reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.22. SEI Investments had a return on equity of 29.42% and a net margin of 28.85%.The business had revenue of $641.62 million during the quarter, compared to analysts’ expectations of $636.35 million. During the same period in the prior year, the business earned $1.78 EPS. SEI Investments’s revenue for the quarter was up 14.7% compared to the same quarter last year. Equities analysts predict that SEI Investments Company will post 5.98 earnings per share for the current year.
SEI Investments Announces Dividend The company also recently declared a dividend, which was paid on Tuesday, June 16th. Shareholders of record on Monday, June 8th were given a dividend of $0.52 per share. This represents a yield of 118.0%. The ex-dividend date of this dividend was Monday, June 8th. SEI Investments’s dividend payout ratio is 17.75%.
About SEI Investments (Free Report)
SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.
The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.
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Key Takeaways SEIC beat Q2 earnings estimates as revenues rose 14.7% and operating income increased 33% y/y.SEIC's AUM climbed 17.2% y/y to $606.7 billion, while client AUA rose 19.7%.SEI Investments repurchased 1.3 million shares for $112.4 million during the quarter. SEI Investments Co.’s (SEIC - Free Report) second-quarter 2026 adjusted earnings per share of $1.66 surpassed the Zacks Consensus Estimate of $1.45. The bottom line reflected a rise of 38.3% from the prior-year quarter.
Results were aided by higher revenues and a rise in assets under management (AUM). However, higher expenses acted as a spoilsport.
Results excluded certain non-recurring items. After considering these, net income attributable to SEI Investments was $195.7 million, down 13.8% from the year-ago quarter.
SEIC’s Revenues & AUM Improve, Expenses RiseTotal quarterly revenues were $641.6 million, up 14.7% year over year. The rise was driven by higher asset management, administration and distribution fees, as well as information processing and software servicing fees. The top line beat the Zacks Consensus Estimate of $637.9 million.
Total expenses were $444.6 million, up 8.2% year over year. The increase was due to a rise in almost all cost components, except for consulting, outsourcing and professional fees, facilities, supplies and other costs, and depreciation charges.
Operating income (GAAP) rose 33% year over year to $197 million.
As of June 30, 2026, AUM was $606.7 billion, reflecting a rise of 17.2% from the prior-year quarter. Client assets under administration (AUA) were $1.36 trillion, up 19.7%. Client AUA did not include $14.3 billion related to Funds of Funds assets reported as of June 30, 2026.
SEI Investments’ Share Repurchase UpdateIn the reported quarter, the company bought back 1.3 million shares for $112.4 million at an average price of $86.92 per share.
Our View on SEICSEI Investments’ global presence, diverse product offerings, solid balance sheet, expanding margins and a robust AUM balance are expected to keep supporting the top line. However, elevated operating expenses and continued investment in technology and integration initiatives are concerning.
Currently, SEI Investments carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Another Asset ManagerBlackRock’s (BLK - Free Report) second-quarter 2026 adjusted earnings of $13.91 per share handily surpassed the Zacks Consensus Estimate of $12.72. The figure reflects a 15% rise from the year-ago quarter.
BLK’s results benefited from a rise in revenues. The AUM balance witnessed robust year-over-year growth to record levels, driven by net inflows. However, higher expenses created a headwind.
An Upcoming Asset Manager ReleaseInvesco (IVZ - Free Report) is scheduled to announce second-quarter 2026 numbers on July 28.
Over the past seven days, the Zacks Consensus Estimate for IVZ’s quarterly earnings has been revised upward to 67 cents. The figure implies a rise of 86.1% from the prior-year quarter’s actual.
SEI Investments (SEIC - Free Report) reported $641.62 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.7%. EPS of $1.66 for the same period compares to $1.78 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $637.92 million, representing a surprise of +0.58%. The company delivered an EPS surprise of +14.48%, with the consensus EPS estimate being $1.45.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Assets under management - Investments in New Business: $3.59 billion compared to the $3.37 billion average estimate based on four analysts.Assets under management - Investment Advisors: $97.78 billion versus the four-analyst average estimate of $105.62 billion.Assets under management - Private Banks: $34.23 billion versus the four-analyst average estimate of $33.24 billion.Assets under management - Institutional Investors: $88.25 billion versus the four-analyst average estimate of $88.21 billion.Assets under management - LSV - Equity and Fixed Income programs: $117.15 billion versus $103.76 billion estimated by four analysts on average.Revenue- Asset management, administration and distribution fees: $513.48 million compared to the $506.94 million average estimate based on three analysts. The reported number represents a change of +17.4% year over year.Revenue- Information processing and software servicing fees: $128.14 million versus the three-analyst average estimate of $128.71 million. The reported number represents a year-over-year change of +5%.Revenue- Private Banks: $156.88 million versus the three-analyst average estimate of $152.63 million. The reported number represents a year-over-year change of +10.9%.Revenue- Investments in New Business: $9.46 million versus the three-analyst average estimate of $8.06 million. The reported number represents a year-over-year change of -42.8%.Revenue- Institutional Investors: $69.7 million versus $71.91 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.Revenue- Investment Managers: $227.68 million versus the three-analyst average estimate of $230.45 million. The reported number represents a year-over-year change of +16.7%.Revenue- Investment Advisors: $177.9 million versus $171.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.7% change.View all Key Company Metrics for SEI here>>>
Shares of SEI have returned +8.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
3 Mid-Cap to Mega-Cap Stocks Have Announced Significant BuybacksSEI Investments NASDAQ: SEIC reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.
Chief Executive Officer Ryan Hicke said revenue rose 15% from the prior year, adjusted operating profit increased 36% and adjusted EPS grew 38%. Hicke told analysts the results reflected changes made over the past several years, including more disciplined capital allocation, an evolved value proposition and execution of strategic goals laid out at the company’s investor day.
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“This quarter is less about what happened during the last three months and more a reflection of the changes we have made over the past few years,” Hicke said.
Operating Leverage Drives Earnings Growth Chief Financial and Chief Operating Officer Sean Denham said the increase in adjusted EPS was driven primarily by core operating performance, including mid-teens revenue growth, 500 basis points of margin expansion and a 3% reduction in share count.
The quarter also included investment-related gains. Denham said SEI’s consolidated co-investment in an LSV hedge fund contributed $7.5 million through the net gain on variable interest entities line item. He said SEI invested $50 million in that strategy last year, and it has generated more than $12 million of gains over the last 12 months after excluding non-controlling interests. SEI also recognized nearly $4 million of mark-to-market gains across several other co-investments during the quarter.
Denham said revenue and operating profit increased across most of SEI’s businesses. Investment Managers Services generated 17% revenue growth, reflecting the conversion of prior sales into revenue. Private Banking revenue increased 11%, driven by growth within the existing client base. Advisors revenue rose 30%, benefiting from higher market values and the contribution from Stratos.
Institutional was the exception, with operating profit roughly flat from the prior year as SEI continued investing in asset management initiatives.
Sales Events Remain Elevated SEI reported $43 million of sales events during the quarter, following a record $67 million in the first quarter. Year-to-date sales events totaled $110 million.
Hicke said Investment Managers Services generated more than $32 million of sales events, driven by both new client wins and expanded relationships with existing clients. Denham said about three-quarters of IMS sales events came from alternative investments.
Private Banking produced more than $13 million of sales events, with activity tied to new regional bank wins, conversions from TRUST 3000 to the SEI Wealth Platform, and demand for professional services, including SEI Data Cloud. Denham said Private Banking also executed contract renewals representing $13 million of annualized revenue during the quarter, following $34 million in the first quarter.
Across Advisors and Institutional, net sales events were modestly negative. Denham said SEI continues to see demand for newer offerings such as ETFs and separately managed accounts, though those products generally carry lower fee rates than traditional mutual funds.
Private Markets, ETFs and Stratos Highlight Growth Plans Hicke pointed to several growth investments that he said currently contribute little to financial results but could become meaningful over time. One focus is expanding private markets into retail and retirement channels. He said SEI’s registered transfer agency, fund administration platform and trust company create a “full-stack capability” for managers seeking administration, transfer agency, investor servicing, compliance and operational infrastructure.
Hicke said SEI believes its retail alternatives and private markets retirement initiatives have the potential to become a business generating more than $100 million of annual run-rate revenue within five years.
SEI also continues to expand its asset management strategy. Hicke said the company launched its latest active factor ETF, SEUS, bringing its ETF lineup to 10 funds. He said SEI’s ETF business has grown from $3 billion to more than $8 billion over the past 12 months. He also cited SEI’s recently announced partnership with Carlyle as an example of product development tied to market opportunity.
Stratos, SEI’s advisor-focused platform, also remains a focus. Hicke said SEI advisors are showing interest in succession, liquidity and growth solutions without leaving the company’s ecosystem. Denham said Stratos contributed $21 million of revenue in the quarter, up 11% from the first quarter, and generated $2 million of operating profit before non-controlling interests. Excluding acquisition-related intangible amortization, Stratos EBITDA exceeded $9 million.
Technology and AI Investments Continue Management also emphasized investments in data, automation and artificial intelligence. Hicke said enhancements to SEI Data Cloud and the IMS platform are helping clients access information faster, simplify integrations, reduce operational complexity and make better use of data.
Sneha Shah, a member of SEI’s executive management team, said clients are asking SEI for help as they rethink operating models and evaluate where to use partners. She said SEI is seeing demand for SEI Data Cloud services and professional services tied to AI readiness.
Denham said SEI’s relationship with IBM is intended to support automation and help the company co-create agents for labor-intensive processes. Hicke said the IBM relationship is an enterprise-wide initiative, starting with IMS and expanding to other areas of the company.
Capital Returns and Outlook SEI ended the quarter with nearly $400 million of cash. The company repurchased $112 million of stock during the quarter at an average price of $87. Denham said repurchase activity was lower than in the first quarter, when market volatility created what SEI viewed as a significant opportunity, but said the company expects repurchases to increase from second-quarter levels.
Asked about balancing buybacks with acquisitions, Denham said SEI has roughly a $600 million revolving credit facility that is essentially untouched, giving the company capacity to support M&A activity, including Stratos-related opportunities.
SEI did not provide formal guidance. In response to an analyst question about sustaining low- to mid-teens revenue growth, Hicke said the company does not give guidance but described pipelines as “as strong as they’ve ever been” and said management is encouraged by what it sees for second-half revenue.
About SEI Investments (NASDAQ:SEIC)SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI's technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.
The company's core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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SEI Investments (SEIC - Free Report) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.78 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +14.48%. A quarter ago, it was expected that this investment management firm would post earnings of $1.29 per share when it actually produced earnings of $1.44, delivering a surprise of +11.63%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
SEI, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $641.62 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.58%. This compares to year-ago revenues of $559.6 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
SEI shares have added about 19.1% since the beginning of the year versus the S&P 500's gain of 9.7%.
What's Next for SEI?While SEI has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for SEI was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.55 on $666.96 million in revenues for the coming quarter and $5.98 on $2.59 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Cannae Holdings, Inc. (CNNE - Free Report) , is yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.50 per share in its upcoming report, which represents a year-over-year change of +86.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Cannae Holdings, Inc.'s revenues are expected to be $103.7 million, down 5.9% from the year-ago quarter.
, /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the second quarter 2026. Relative to the second quarter 2025, EPS declined by 11%, and revenue and operating income grew by 15% and 33%, respectively, with operating margin increasing to 31%. On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with the adjusted operating margin increasing to 32%.
Consolidated Overview
(In thousands, except earnings per share)
For the Three Months
Ended June 30,
For the Six Months
Ended June 30,
2026
2025
%
2026
2025
%
U.S. GAAP Basis
Revenues
$641,617
$559,601
15 %
$1,263,800
$1,110,945
14 %
Income from operations
197,016
148,635
33 %
386,502
305,732
26 %
Operating margin
31 %
27 %
15 %
31 %
28 %
11 %
Net income attributable
to SEI Investments
195,658
227,083
(14) %
370,145
378,600
(2) %
Diluted earnings per share
$1.59
$1.78
(11) %
$2.99
$2.95
1 %
Non-GAAP Basis(1)
Adjusted income from
operations
$206,951
$152,612
36 %
$405,634
$313,158
30 %
Adjusted diluted earnings
per share
$1.66
$1.20
38 %
$3.10
$2.40
29 %
Adjusted operating margin
32 %
27 %
19 %
32 %
28 %
14 %
(1) See Non-GAAP Information and Reconciliations on pg 11
"SEI's record-setting second-quarter results are evidence that the strategic and operational changes we've made over the last four years are translating into meaningful financial performance," said CEO Ryan Hicke.
"We've been deliberate in how we allocate capital, evolve our value proposition, and focus our resources on the areas where we believe we can create sustainable competitive advantage. Those efforts are driving stronger sales quality, expanding margins, and creating greater leverage across the enterprise, while allowing us to continue investing in the capabilities, talent, and innovation that will shape SEI's future."
Summary of Second-Quarter Results by Business Segment
(In thousands)
For the Three Months
Ended June 30,
For the Six Months
Ended June 30,
2026
2025
%
2026
2025
%
Investment Managers:
Revenues
$227,679
$195,067
17 %
$448,396
$387,115
16 %
Expenses
136,078
121,636
12 %
269,917
238,847
13 %
Operating Profit
91,601
73,431
25 %
178,479
148,268
20 %
Operating Margin
40 %
38 %
40 %
38 %
Private Banks:
Revenues
156,879
141,449
11 %
309,141
279,163
11 %
Expenses
125,220
118,724
5 %
245,251
233,473
5 %
Operating Profit
31,659
22,725
39 %
63,890
45,690
40 %
Operating Margin
20 %
16 %
21 %
16 %
Investment Advisors:
Revenues
177,897
137,193
30 %
347,592
273,769
27 %
Expenses
101,866
75,801
34 %
198,223
148,256
34 %
Non-controlling interests and
other, net (A)
1,361
—
NM*
2,698
—
NM
Operating Profit
74,670
61,392
22 %
146,671
125,513
17 %
Operating Margin
42 %
45 %
42 %
46 %
Institutional Investors:
Revenues
69,702
69,343
1 %
141,218
137,849
2 %
Expenses
36,826
35,857
3 %
73,963
71,727
3 %
Operating Profit
32,876
33,486
(2) %
67,255
66,122
2 %
Operating Margin
47 %
48 %
48 %
48 %
Investments in New Businesses:
Revenues
9,460
16,549
(43) %
17,453
33,049
(47) %
Expenses
10,039
18,430
(46) %
19,232
36,926
(48) %
Operating Loss
(579)
(1,881)
(69) %
(1,779)
(3,877)
(54) %
Totals:
Revenues
$641,617
$559,601
15 %
$1,263,800
$1,110,945
14 %
Expenses
410,029
370,448
11 %
806,586
729,229
11 %
Corporate Overhead Expenses
34,572
40,518
(15) %
70,712
75,984
(7) %
Income from operations (B)
$197,016
$148,635
33 %
$386,502
$305,732
26 %
Adjusted income from operations
$206,951
$152,612
36 %
$405,634
$313,158
30 %
(A) Primarily includes non-controlling interest and earnings from equity method investments.
(B) Excludes non-controlling interests and other, net
* Variances noted "NM" indicate the percent change is not meaningful.
Second-Quarter Business Highlights:
SEI delivered strong second-quarter results, with diluted EPS of $1.59 and adjusted diluted EPS of $1.66. On an adjusted basis, EPS increased 38% relative to the prior year, driven by strong revenue growth, margin expansion, and a 3% reduction in share count from SEI's share repurchase program. Second quarter net sales events totaled $43.5 million, bringing year-to-date sales events to $110.6 million. Recurring sales events totaled $32.6 million during the quarter. Private Banks generated $10.1 million of sales events, reflecting continued demand across SEI's capabilities. Private Banking sales activity was driven by new regional banking client wins, the conversion of clients from TRUST 3000® to the SEI Wealth PlatformSM, and continued momentum for professional services. Investment Managers led the quarter with $32.0 million of sales events. Approximately half came from new client wins, including continued contribution from the two large relationships announced last quarter. The remainder was driven primarily by expanded relationships with existing clients and professional services activity associated with implementing several significant wins announced over the last year. Approximately three-quarters of sales events came from alternative investments. Advisors and Institutional generated negative $2.8 million of net sales events. Sales activity in newer product categories, including ETFs and SMAs, continued during the quarter, though those products generally carry lower fee rates than traditional mutual funds. Consolidated revenues and operating income increased by 15% and 33%, respectively, from Q2 2025. On an adjusted basis, operating income increased by 36% with adjusted operating margins increasing to 32%, up 5 percentage points from Q2 2025. Revenue increased by $82.0 million, while expenses increased by $33.6 million, reflecting strong operating leverage despite continued investment across the business. Private Banking revenue increased 11% and operating profit increased 39% versus Q2 2025, as strong sales execution over the past year continued to translate into financial performance. Investment Managers revenue increased 17% and operating profit increased 25% versus Q2 2025 as sales momentum translated into financial performance. Operating margin increased to 40%. Investment Advisors revenue increased 30% and operating profit increased 22% versus the prior year, benefiting from higher market values and the contribution from Stratos. Excluding Stratos, Advisors margins increased by over three percentage points from Q2 2025. Institutional Investors revenue increased 1% versus Q2 2025, while operating profit declined 2%, reflecting continued investment in sales and leadership initiatives. Ending assets under administration increased 5% during the quarter, driven by the funding of alternative mandates and market appreciation for traditional mandates. Ending assets under management increased 9.5% to $606.7 billion, driven by strong market appreciation. LSV generated $2.0 billion of net inflows during the quarter, driven primarily by the funding of a large new mandate. Combined with market appreciation, total LSV assets increased by nearly $17 billion during the quarter. LSV investment performance remained strong. Performance fees totaled approximately $17 million during the quarter, of which approximately $6.5 million was attributable to SEI. During the quarter, SEI repurchased 1.3 million shares of common stock for $112.4 million at an average price of $86.92 per share. Earnings Conference Call
A conference call and presentation to review earnings is scheduled for 5 p.m. Eastern time on Wednesday, July 22, 2026. A live webcast of the call will be available on SEI's Investor Relations website at ir.seic.com/events-presentations/events, where a replay will also be posted following the call.
Participants may also access the call by telephone by dialing 877-407-8293 (in the U.S.) or +1 201-689-8349 (International). Please dial in at least 10 minutes prior to the start of the call.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of June 30, 2026, SEI manages, advises, or administers approximately $2.1 trillion in assets. For more information, visit seic.com.
This release contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology, such as "may," '"will," "can," "expect," "believe," "remain," and "continue" or "appear." Our forward-looking statements include our current expectations as to:
the degree to which, if any, the strategic and operational changes that we have made will translate into financial performance; whether our capital allocation strategies and investments will create sustainable competitive advantage; the durability of the quality of our sales, margin expansion and enterprise leverage; the benefits of our investments; the level of demand for our capabilities; the effects of our operating leverage; our investment priorities; LSV performance; and when and if we will generate net annualized recurring revenues from sales events that occurred during the quarter, as well as the amount of any such revenue. You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our management and subject to significant risks and uncertainties, many of which are beyond our control or are subject to change. Although we believe the assumptions upon which we base our forward-looking statements are reasonable, they could be inaccurate. We undertake no obligation to update our forward-looking statements. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission.
Investor contact:
Media contact:
Brad Burke
Alicia Rudd
SEI
SEI
+1 610-676-5350
+1 610-676-3887
[email protected]
[email protected]
SEI INVESTMENTS COMPANY
CONSOLIDATED STATEMENTS OF OPERATIONS(In thousands, except per share data) (Unaudited)
For the Three Months
Ended June 30,
For the Six Months
Ended June 30,
2026
2025
2026
2025
Asset management, admin. and distribution fees
$513,482
$437,543
$1,011,466
$869,686
Information processing and software servicing fees
128,135
122,058
252,334
241,259
Total revenues
641,617
559,601
1,263,800
1,110,945
Subadvisory, distribution and other asset mgmt. costs
59,980
49,709
116,726
97,241
Software royalties and other information processing costs
9,677
9,191
19,609
18,272
Compensation, benefits and other personnel
207,839
199,574
414,154
390,358
Stock-based compensation
16,313
13,891
30,809
28,029
Consulting, outsourcing and professional fees
56,269
56,942
110,672
112,943
Data processing and computer related
46,862
41,801
91,735
81,120
Facilities, supplies and other costs
21,453
21,744
41,775
40,499
Amortization
19,137
10,449
37,491
21,159
Depreciation
7,071
7,665
14,327
15,592
Total expenses
444,601
410,966
877,298
805,213
Income from operations
197,016
148,635
386,502
305,732
Net gain from investments
3,550
1,759
3,181
2,252
Interest and dividend income
7,012
9,283
14,174
19,504
Interest expense
(562)
(92)
(1,035)
(277)
Gain on sale of business
—
94,412
—
94,412
Other income
—
4,500
450
4,500
Equity in earnings of unconsolidated affiliates
38,694
33,640
71,170
62,387
Net gain from consolidated variable interest entities
7,475
—
9,554
—
Income before income taxes
253,185
292,137
483,996
488,510
Income taxes
53,645
65,054
107,669
109,910
Net income
$199,540
$227,083
$376,327
$378,600
Less: Net income attributable to non-controlling interests
3,882
—
6,182
—
Net income attributable to SEI Investments Company
$195,658
$227,083
$370,145
$378,600
Basic earnings per common share
$1.63
$1.82
$3.06
$3.02
Shares used to calculate basic earnings per share
120,339
124,470
120,999
125,516
Diluted earnings per common share
$1.59
$1.78
$2.99
$2.95
Shares used to calculate diluted earnings per share
Liabilities, Redeemable Non-controlling Interests and Equity
Current Liabilities:
Accounts payable
$10,547
$5,404
Accrued liabilities
225,607
359,823
Current portion of long-term debt
3,487
—
Current portion of long-term operating lease liabilities
10,169
8,677
Deferred revenue
15,718
13,307
Total Current Liabilities
265,528
387,211
Long-term Debt
29,483
—
Liabilities of Consolidated Variable Interest Entities
121,300
108,504
Other Long-term Liabilities
61,128
60,353
Total Liabilities
477,439
556,068
Redeemable Non-controlling Interests
311,027
243,959
Equity:
Shareholders' Equity:
Common stock, $0.01 par value, 750,000 shares authorized; 119,977 and 122,232 shares issued and outstanding
1,200
1,222
Capital in excess of par value
1,714,294
1,678,787
Retained earnings
813,820
792,280
Accumulated other comprehensive loss, net
(29,616)
(24,505)
Total SEI Shareholders' Equity
2,499,698
2,447,784
Non-controlling interests
36,174
12,033
Total Equity
$2,535,872
$2,459,817
Total Liabilities, Redeemable Non-controlling Interests and Equity
$3,324,338
$3,259,844
SEI INVESTMENTS COMPANY
CONSOLIDATED CONDENSED STATEMENTS OF CASH FLOWS
(In thousands) (Unaudited)
For the Six Months
Ended June 30,
2026
2025
Cash flows from operating activities:
Net income
$376,327
$378,600
Adjustments to reconcile net income to net cash provided by operating activities:
(28,960)
(135,595)
Net cash provided by operating activities
$347,367
$243,005
Net cash provided by investing activities
$16,863
$65,268
Net cash used in financing activities
($356,918)
($419,220)
Effect of exchange rate changes on cash, cash equivalents and restricted cash
(5,406)
17,103
Net change in cash and cash equivalents and cash and cash equivalents held at
consolidated variable interest entities
1,906
(93,844)
Cash, cash equivalents and cash and cash equivalents held at consolidated variable
interest entities, beginning of period
470,595
840,193
Cash, cash equivalents and cash and cash equivalents held at consolidated variable
interest entities, end of period
$472,501
$746,349
Reconciliation of Cash, cash equivalents and cash and cash equivalents held at
consolidated variable interest entities to the Consolidated Balance Sheets:
June 30,
2026
December 31,
2025
Cash and cash equivalents
$395,664
$399,804
Cash and cash equivalents held at consolidated variable interest entities
76,837
70,791
Total cash and cash equivalents and cash and cash equivalents held at consolidated
variable interest entities
$472,501
$470,595
ENDING ASSET BALANCES
(In millions) (Unaudited)
Jun. 30
Sep. 30
Dec. 31
Mar. 31
Jun. 30
Investment Managers:
2025
2025
2025
2026
2026
Collective trust fund programs (A)
$225,690
$237,964
$243,244
$243,900
$265,265
Liquidity funds
307
418
579
536
464
Total assets under management
$225,997
$238,382
$243,823
$244,436
$265,729
Client assets under administration
1,128,325
1,204,843
1,239,606
1,284,781
1,351,307
Total assets
$1,354,322
$1,443,225
$1,483,429
$1,529,217
$1,617,036
Private Banks:
Equity and fixed-income programs
$27,839
$28,408
$29,832
$29,753
$32,520
Collective trust fund programs
3
3
3
4
4
Liquidity funds
2,796
2,802
2,099
2,178
1,709
Total assets under management
$30,638
$31,213
$31,934
$31,935
$34,233
Client assets under administration
8,431
8,902
9,115
9,143
9,405
Total assets
$39,069
$40,115
$41,049
$41,078
$43,638
Investment Advisors:
Equity and fixed-income programs
$80,618
$85,245
$86,879
$86,612
$94,390
Liquidity funds
3,457
3,391
3,561
3,485
3,391
Total Platform assets under management
$84,075
$88,636
$90,440
$90,097
$97,781
Platform-only assets
29,848
32,152
33,582
34,070
38,308
Platform-only assets-deposit program
2,155
2,165
2,461
2,294
2,358
Total Platform assets
$116,078
$122,953
$126,483
$126,461
$138,447
Institutional Investors:
Equity and fixed-income programs
$80,112
$82,676
$84,254
$82,195
$86,690
Liquidity funds
1,768
1,580
1,604
1,503
1,559
Total assets under management
$81,880
$84,256
$85,858
$83,698
$88,249
Client assets under advisement
6,090
6,564
3,598
3,549
3,790
Total assets
$87,970
$90,820
$89,456
$87,247
$92,039
Investments in New Businesses: Equity and fixed-income programs
$2,867
$2,999
$3,044
$3,087
$3,351
Liquidity funds
244
244
316
252
236
Total assets under management
$3,111
$3,243
$3,360
$3,339
$3,587
Client assets under advisement
2,593
2,452
2,389
2,185
2,506
Total assets
$5,704
$5,695
$5,749
$5,524
$6,093
LSV Asset Management:
Equity and fixed-income programs (B)
$91,795
$95,801
$99,196
$100,567
$117,146
Stratos Wealth Holdings (E)
$—
$—
$38,637
$38,291
$41,889
Total:
Equity and fixed-income programs (C)
$283,231
$295,129
$303,205
$302,214
$334,097
Collective trust fund programs
225,693
237,967
243,247
243,904
265,269
Liquidity funds
8,572
8,435
8,159
7,954
7,359
Total assets under management
$517,496
$541,531
$554,611
$554,072
$606,725
Client assets under advisement
8,683
9,016
5,987
5,734
6,296
Client assets under administration (D)
1,136,756
1,213,745
1,248,721
1,293,924
1,360,712
Platform-only assets
32,003
34,317
36,043
36,364
40,666
Stratos Wealth Holdings
—
—
38,637
38,291
41,889
Total assets
$1,694,938
$1,798,609
$1,883,999
$1,928,385
$2,056,288
(A)
Collective trust fund program assets in the Investment Managers segment are included in assets under management since SEI is the trustee. Fees earned on this product are less than fees earned on customized asset management programs.
(B)
Equity and fixed-income programs include $1.5 billion of assets managed by LSV in which fees are based solely on performance and are not calculated as an asset-based fee (as of June 30, 2026).
(C)
Equity and fixed-income programs include $8.9 billion of assets in various asset allocation funds (as of June 30, 2026).
(D)
In addition to the assets presented, SEI also administers an additional $14.3 billion in Funds of Funds assets on which SEI does not earn an administration fee (as of June 30, 2026).
(E)
Beginning June 30, 2026, assets related to Stratos Wealth Holdings are no longer reported on a one month lag. Prior period asset balances have been revised to conform with the current period presentation.
AVERAGE ASSET BALANCES
(In millions) (Unaudited)
2nd Qtr.
3rd Qtr.
4th Qtr.
1st Qtr.
2nd Qtr.
2025
2025
2025
2026
2026
Investment Managers:
Collective trust fund programs (A)
$215,085
$231,088
$240,285
$248,851
$259,655
Liquidity funds
288
385
492
565
506
Total assets under management
$215,373
$231,473
$240,777
$249,416
$260,161
Client assets under administration
1,098,925
1,174,961
1,225,392
1,280,581
1,332,630
Total assets
$1,314,298
$1,406,434
$1,466,169
$1,529,997
$1,592,791
Private Banks:
Equity and fixed-income programs
$26,533
$28,051
$29,087
$30,696
$32,005
Collective trust fund programs
3
3
3
3
4
Liquidity funds
2,771
2,834
2,371
2,150
1,717
Total assets under management
$29,307
$30,888
$31,461
$32,849
$33,726
Client assets under administration
8,266
8,665
8,977
9,282
9,455
Total assets
$37,573
$39,553
$40,438
$42,131
$43,181
Investment Advisors:
Equity and fixed-income programs
$76,629
$82,735
$85,896
$88,403
$92,424
Liquidity funds
3,464
3,378
3,418
3,518
3,338
Total Platform assets under management
$80,093
$86,113
$89,314
$91,921
$95,762
Platform-only assets
27,288
30,874
33,022
34,485
36,768
Platform-only assets-deposit program
2,152
2,136
2,135
2,309
2,273
Total Platform assets
$109,533
$119,123
$124,471
$128,715
$134,803
Institutional Investors:
Equity and fixed-income programs
$77,843
$80,802
$83,739
$84,393
$85,302
Liquidity funds
1,853
1,810
1,947
1,941
1,702
Total assets under management
$79,696
$82,612
$85,686
$86,334
$87,004
Client assets under advisement
5,841
6,274
5,413
3,657
3,703
Total assets
$85,537
$88,886
$91,099
$89,991
$90,707
Investments in New Businesses:
Equity and fixed-income programs
$2,732
$2,934
$3,021
$3,106
$3,260
Liquidity funds
244
255
288
319
258
Total assets under management
$2,976
$3,189
$3,309
$3,425
$3,518
Client assets under administration (E)
14,917
—
—
—
—
Client assets under advisement
2,329
2,428
2,408
2,335
2,425
Total assets
$20,222
$5,617
$5,717
$5,760
$5,943
LSV Asset Management:
Equity and fixed-income programs (B)
$89,422
$92,969
$97,304
$104,619
$115,862
Stratos Wealth Holdings (F)
$—
$—
$38,507
$39,317
$40,559
Total:
Equity and fixed-income programs (C)
$273,159
$287,491
$299,047
$311,217
$328,853
Collective trust fund programs
215,088
231,091
240,288
248,854
259,659
Liquidity funds
8,620
8,662
8,516
8,493
7,521
Total assets under management
$496,867
$527,244
$547,851
$568,564
$596,033
Client assets under advisement
8,170
8,702
7,821
5,992
6,128
Client assets under administration (D)
1,122,108
1,183,626
1,234,369
1,289,863
1,342,085
Platform-only assets
29,440
33,010
35,157
36,794
39,041
Stratos Wealth Holdings
—
—
38,507
39,317
40,559
Total assets
$1,656,585
$1,752,582
$1,863,705
$1,940,530
$2,023,846
(A)
Collective trust fund program average assets in the Investment Managers segment are included in assets under management since SEI is the trustee. Fees earned on this product are less than fees earned on customized asset management programs.
(B)
Equity and fixed-income programs during second-quarter 2026 include $1.4 billion of average assets managed by LSV in which fees are based solely on performance and are not calculated as an asset-based fee.
(C)
Equity and fixed-income programs include $8.6 billion of average assets in various asset allocation funds during second-quarter 2026.
(D)
In addition to the assets presented, SEI also administers an additional $13.8 billion of average assets in Funds of Funds assets during second-quarter 2026 on which SEI does not earn an administration fee.
(E)
Client assets under administration related to the Family Office Services business divested on June 30, 2025.
(F)
Beginning in second-quarter 2026, average assets related to Stratos Wealth Holdings are no longer reported on a one month lag. Prior period average assets have been revised to conform with the current period presentation.
SALES EVENTS
(In thousands) (Unaudited)
Net Recurring Sales Events
2nd Qtr.
2025
3rd Qtr.
2025
4th Qtr.
2025
1st Qtr.
2026
2nd Qtr.
2026
Investment Processing-related Businesses:
Investment Managers
$21,928
$27,460
$19,150
$46,848
$27,856
Private Banks
254
(6,713)
5,670
1,571
4,207
Total Investment Processing-related Businesses
$22,182
$20,747
$24,820
$48,419
$32,063
Asset Management-related Businesses:
Private Banks-AMD
($174)
($1,674)
($1,567)
$1,983
$2,938
Investment Advisors
(1,654)
1,230
(728)
7,044
(1,685)
Institutional Investors
2,544
(594)
(5,025)
(2,935)
(1,102)
Total Asset Management-related Businesses
$716
($1,038)
($7,320)
$6,092
$151
Newer Initiatives:
Investments in New Businesses
$1,245
$1,208
$1,248
$2,631
$361
Total Net Recurring Sales Events
$24,143
$20,917
$18,748
$57,142
$32,575
Professional Services Sales Events
2nd Qtr.
3rd Qtr.
4th Qtr.
1st Qtr.
2nd Qtr.
2025
2025
2025
2026
2026
Investment Processing-related Businesses:
Investment Managers
$1,102
$2,465
$1,347
$3,672
$4,179
Private Banks
2,373
7,087
23,409
4,950
5,934
Total Investment Processing-related Businesses
$3,475
$9,552
$24,756
$8,622
$10,113
Newer Initiatives:
Investments in New Businesses
$1,552
$71
$95
$1,389
$768
Total Professional Services Sales Events
$5,027
$9,623
$24,851
$10,011
$10,881
Total Sales Events
2nd Qtr.
3rd Qtr.
4th Qtr.
1st Qtr.
2nd Qtr.
2025
2025
2025
2026
2026
Investment Processing-related Businesses:
Investment Managers
$23,030
$29,925
$20,497
$50,520
$32,035
Private Banks
2,627
374
29,079
6,521
10,141
Total Investment Processing-related Businesses
$25,657
$30,299
$49,576
$57,041
$42,176
Asset Management-related Businesses:
Private Banks-AMD
($174)
($1,674)
($1,567)
$1,983
$2,938
Investment Advisors
(1,654)
1,230
(728)
7,044
(1,685)
Institutional Investors
2,544
(594)
(5,025)
(2,935)
(1,102)
Total Asset Management-related Businesses
$716
($1,038)
($7,320)
$6,092
$151
Newer Initiatives:
Investments in New Businesses
$2,797
$1,279
$1,343
$4,020
$1,129
Total Sales Events
$29,170
$30,540
$43,599
$67,153
$43,456
Non-GAAP Information & Reconciliations
(In thousands, except per share data) (Unaudited)
We present certain non-GAAP financial measures to supplement the consolidated financial statements prepared in accordance with GAAP. Management believes these measures provide useful information to investors by enhancing the understanding of our core operating performance and facilitating comparisons across reporting periods. These non-GAAP measures are also used by our management to evaluate operating results, allocate resources, and assess performance against strategic objectives.
These non-GAAP financial measures should be viewed in addition to, and not as a substitute for, reported results prepared in accordance with GAAP.
The following schedules reconcile U.S. GAAP financial measures to non-GAAP financial measures for the three and six months ended June 30, 2026 and 2025:
For the Three Months
Ended June 30,
For the Six Months
Ended June 30,
2026
2025
2026
2025
Net income attributable to SEI Investments Company (U.S. GAAP basis)
$195,658
$227,083
$370,145
$378,600
Non-GAAP adjustments:
Acquisition-related:
Third party costs (A)
—
820
—
820
Intangible assets amortization & impairments (B)
7,057
3,157
13,691
6,606
Total acquisition-related
7,057
3,977
13,691
7,426
Gain on sale of asset/business (C)
—
(94,412)
—
(94,412)
Litigation settlements and insurance proceeds (D)
3,808
(4,500)
3,808
(4,500)
Income tax effect (E)
(2,338)
21,142
(3,891)
20,354
Adjusted net income attributable to SEI Investments Company (non-
GAAP basis)
$204,185
$153,290
$383,753
$307,468
Diluted EPS (U.S. GAAP basis)
$1.59
$1.78
$2.99
$2.95
Adjusted diluted EPS (non-GAAP basis)
$1.66
$1.20
$3.10
$2.40
Diluted weighted average shares outstanding
123,334
127,278
123,914
128,364
Income from operations (U.S. GAAP Basis)
$197,016
$148,635
$386,502
$305,732
Operating margin (U.S. GAAP Basis)
31 %
27 %
31 %
28 %
Non-GAAP adjustments:
Acquisition-related:
Third party costs (A)
—
820
—
820
Intangible assets amortization & impairments (B)
9,935
3,157
19,132
6,606
Total acquisition-related
9,935
3,977
19,132
7,426
Adjusted income from operations (non-GAAP Basis)
$206,951
$152,612
$405,634
$313,158
Adjusted operating margin (non-GAAP basis)
32 %
27 %
32 %
28 %
(A)
This non-GAAP adjustment removes incremental and directly attributable costs incurred to execute acquisitions, such as third-party advisory, legal, accounting, valuation, and due diligence. For 2025, this non-GAAP adjustment consisted of the legal costs, advisory fees, and due diligence fees in relation to the Stratos acquisition. Management believes adjusting for these charges helps the reader's ability to understand our core operating results and increases comparability quarter to quarter.
(B)
This non-GAAP adjustment removes the impact of amortization expense associated with acquired intangible assets (e.g., customer relationships, technology, trade names). This non-GAAP adjustment removes only amortization recorded in the current period related to acquired intangibles from prior acquisitions. The non-GAAP adjustments in 2026 include the amortization of the acquired intangibles from the Stratos acquisition, which closed in December 2025. Management included the Stratos related amortization expense net of the 42.5% NCI adjustment for the adjusted EPS calculation. However, this adjustment is not inclusive of the NCI portion for adjusted operating margin. The associated revenues are not adjusted. Management believes adjusting for these charges helps the reader's ability to understand our core operating results and increases comparability quarter to quarter.
(C)
This non-GAAP adjustment removes realized gains on the sale of assets owned or entities under our control, out of the normal course of business. In 2025, the adjustment consisted of the realized gain from the sale of Family Office Services (FOS). Management believes adjusting for these gains helps the reader's ability to understand our core operating results and increases comparability quarter to quarter.
(D)
This non-GAAP adjustment removes individually significant litigation settlements and insurance proceeds. In 2026, this non-GAAP adjustment was related to litigation settlements. In 2025, this non-GAAP adjustment consisted of a $4.5M settlement related to a vendor matter. Management included both of these transactions as non-GAAP adjustments since they were both out of the normal course of business. Management believes adjusting for these items helps the reader's ability to understand our core operating results and increases comparability quarter to quarter.
(E)
Income tax effects are presented as a separate reconciling item (not netted within each adjustment). For performance measures, the tax effect reflects current and deferred tax expense commensurate with the adjusted measure of profitability. The methodology used (e.g., statutory rate, effective rate, or discrete item approach) is consistently applied. All of the above items use a systematic approach.
Analysts on Wall Street project that SEI Investments (SEIC - Free Report) will announce quarterly earnings of $1.45 per share in its forthcoming report, representing a decline of 18.5% year over year. Revenues are projected to reach $637.92 million, increasing 14% from the same quarter last year.
Over the last 30 days, there has been an upward revision of 3.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Given this perspective, it's time to examine the average forecasts of specific SEI metrics that are routinely monitored and predicted by Wall Street analysts.
The combined assessment of analysts suggests that 'Revenue- Asset management, administration and distribution fees' will likely reach $506.94 million. The estimate indicates a year-over-year change of +15.9%.
The consensus estimate for 'Revenue- Information processing and software servicing fees' stands at $128.71 million. The estimate indicates a change of +5.5% from the prior-year quarter.
The consensus among analysts is that 'Revenue- Private Banks' will reach $152.63 million. The estimate indicates a change of +7.9% from the prior-year quarter.
Based on the collective assessment of analysts, 'Revenue- Investments in New Business' should arrive at $8.06 million. The estimate suggests a change of -51.3% year over year.
The collective assessment of analysts points to an estimated 'Assets under management - Investments in New Business' of $3.37 billion. The estimate compares to the year-ago value of $3.11 billion.
According to the collective judgment of analysts, 'Assets under management - Investment Advisors' should come in at $105.62 billion. Compared to the current estimate, the company reported $84.08 billion in the same quarter of the previous year.
It is projected by analysts that the 'Assets under management - Private Banks' will reach $33.24 billion. The estimate is in contrast to the year-ago figure of $30.64 billion.
The average prediction of analysts places 'Assets under management - Institutional Investors' at $88.21 billion. Compared to the present estimate, the company reported $81.88 billion in the same quarter last year.
Analysts expect 'Assets under management - LSV - Equity and Fixed Income programs' to come in at $103.76 billion. Compared to the present estimate, the company reported $91.80 billion in the same quarter last year.
Analysts forecast 'Assets under management - Investment Managers' to reach $255.24 billion. The estimate compares to the year-ago value of $226.00 billion.
Analysts predict that the 'Client assets under administration - Investment Managers' will reach 1,341,534 . Compared to the present estimate, the company reported 1,128,325 in the same quarter last year.
Analysts' assessment points toward 'Client assets under administration - Private Banks' reaching 9,420 . Compared to the present estimate, the company reported 8,431 in the same quarter last year.
View all Key Company Metrics for SEI here>>>
Shares of SEI have demonstrated returns of +9.8% over the past month compared to the Zacks S&P 500 composite's -0.6% change. With a Zacks Rank #2 (Buy), SEIC is expected to beat the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Wall Street expects a year-over-year decline in earnings on higher revenues when SEI Investments (SEIC - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis investment management firm is expected to post quarterly earnings of $1.45 per share in its upcoming report, which represents a year-over-year change of -18.5%.
Revenues are expected to be $637.92 million, up 14% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.17% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for SEI?For SEI, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that SEI will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that SEI would post earnings of $1.29 per share when it actually produced earnings of $1.44, delivering a surprise of +11.63%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
SEI doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Financial - Investment Management industry, MSCI (MSCI - Free Report) , is soon expected to post earnings of $4.89 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +17.3%. Revenues for the quarter are expected to be $856.06 million, up 10.8% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for MSCI has been revised 1.9% up to the current level. Nevertheless, the company now has an Earnings ESP of +0.83%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that MSCI will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution
, /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:SEUS), an actively managed core U.S. equity solution that brings SEI's established U.S. Equity Factor Allocation strategy to the ETF market. Managed by SEI's Quantitative Investment Management (QiM) team, SEUS provides access to a time-tested investment process through a transparent, cost-effective ETF structure that offers accessibility, scalability, and tax efficiency.
SEUS is based on the same dynamic active factor allocation approach that QiM has implemented across other investment vehicles, combining dynamic factor allocation, active stock selection, and disciplined risk management within a diversified equity portfolio. Designed as a core equity allocation, the ETF seeks to adapt as market conditions evolve while maintaining exposure to historically rewarded factors through a risk-aware investment process.
Powered by SEI's Quantitative Investment Management team, which manages more than $30 billion in quantitative investment strategies as of March 31, 2026, SEUS leverages proprietary factor research, integrated risk models, and dedicated portfolio management oversight. The launch extends an established investment process through a flexible, transparent, and tax-efficient ETF structure, providing investors with access to the same underlying philosophy, research framework, and portfolio management expertise.
Commenting on the ETF launch, Robert Hum, Head of Investment Product and Commercialization at SEI, said:
"Markets are increasingly dynamic, and investors need strategies that can adapt alongside them. SEUS expands access to QiM's established investment process, bringing a time-tested active multifactor strategy to investors through a transparent, tax-efficient, single-ticker ETF solution. By combining dynamic factor allocation, active stock selection, and disciplined risk management, SEUS is designed to help investors navigate evolving market environments while maintaining diversified U.S. equity exposure."
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
SEI Investments Management Corporation (SIMC) is the advisor to the SEI Funds, which are distributed by SEI Investments Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company (SEI). The Quantitative Investment Management team is a team within SIMC.
To determine if the Funds are an appropriate investment for you, carefully consider the investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' summary and full prospectuses, which may be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing.
There are risks involved with investing, including loss of principal. There is no guarantee an investment objective will be achieved, nor that risk can be managed successfully. Diversification may not protect against market risk. The Fund may trade securities actively, which could increase its transaction costs (thereby lowering its performance) and could increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate.
Mutual funds and ETFs are obliged to distribute portfolio gains to shareholders by year-end. These gains may be generated due to index rebalancing or to meet diversification requirements. However, ETFs are structured in such a manner that taxes are minimized compared to a similarly structured mutual fund. Trading shares of the ETFs will also generate tax consequences and transaction expenses.
There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. Exposure to such investment factors may detract from performance in certain market environments, in some cases for extended periods. In such circumstances, an investment strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses. While the Fund is actively managed, the investment process is expected to be heavily dependent on quantitative models, and the models may not perform as intended.
Forward-looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions.
SEI's forward-looking statements include its current expectations as to:
The benefits, if any, that our ETF products offer to investors You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10 K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
Media Contact:
Eric Hazard
Vested
+1 917-765-8720
[email protected]
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: SEI Investments (SEIC - Free Report) SEI Investments Co. – founded in 1968 – is headquartered in Oaks, PA. This asset management company is a leading provider of wealth management business solutions in the financial services industry. The company offers investment processing, management and operations solutions globally.
SEIC is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Finance stock. SEIC has a Momentum Style Score of A, and shares are up 6.8% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.03 to $5.92 per share. SEIC also boasts an average earnings surprise of +17.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, SEIC should be on investors' short list.
Have you been paying attention to shares of SEI Investments (SEIC - Free Report) ? Shares have been on the move with the stock up 6.3% over the past month. The stock hit a new 52-week high of $96.19 in the previous session. SEI has gained 17% since the start of the year compared to the 6.1% gain for the Zacks Finance sector and the -13.2% return for the Zacks Financial - Investment Management industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 22, 2026, SEI reported EPS of $1.44 versus consensus estimate of $1.29.
For the current fiscal year, SEI is expected to post earnings of $5.9 per share on $2.57 in revenues. This represents a 4.8% change in EPS on a 11.96% change in revenues. For the next fiscal year, the company is expected to earn $6.62 per share on $2.76 in revenues. This represents a year-over-year change of 12.2% and 7.47%, respectively.
Valuation MetricsWhile SEI has moved to its 52-week high in the recent past, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.
SEI has a Value Score of C. The stock's Growth and Momentum Scores are C and A, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 16.3X current fiscal year EPS estimates, which is a premium to the peer industry average of 11.8X. On a trailing cash flow basis, the stock currently trades at 14.8X versus its peer group's average of 10.1X. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, SEI currently has a Zacks Rank of #2 (Buy) thanks to a solid earnings estimate revision trend.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if SEI meets the list of requirements. Thus, it seems as though SEI shares could have potential in the weeks and months to come.
How Does SEIC Stack Up to the Competition?Shares of SEIC have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is Affiliated Managers Group, Inc. (AMG - Free Report) . AMG has a Zacks Rank of #2 (Buy) and a Value Score of B, a Growth Score of C, and a Momentum Score of D.
Earnings were strong last quarter. Affiliated Managers Group, Inc. beat our consensus estimate by 1.60%, and for the current fiscal year, AMG is expected to post earnings of $34.88 per share on revenue of $2.31 billion.
Shares of Affiliated Managers Group, Inc. have gained 5.1% over the past month, and currently trade at a forward P/E of 10.31X and a P/CF of 10.76X.
The Financial - Investment Management industry may rank in the bottom 76% of all the industries we have in our universe, but there still looks like there are some nice tailwinds for SEIC and AMG, even beyond their own solid fundamental situation.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact Public Invited to Monitor Conference Call at 5 p.m. Eastern Time
, /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the second quarter 2026 on Wednesday, July 22, 2026, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time.
A live webcast of the call will be available on SEI's Investor Relations website at ir.seic.com/events-presentations/events, where a replay will also be posted following the call.
Participants may also access the call by telephone by dialing 877-407-8293 (in the U.S.) or +1 201-689-8349 (International). Please dial in at least 10 minutes prior to the start of the call.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services
, /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the expansion of its transfer agency solutions with the introduction of SEI Transfer Agency and Registry Services, Inc. to support a broader range of fund structures. Registered with the Securities and Exchange Commission (SEC), the transfer agency supports U.S.-based traditional and alternative asset managers offering SEC-registered, retail-distributed funds. It will leverage core technology from Envision Financial Systems (Envision), a leading investor accounting platform provider.
For 18 years, SEI's institutional transfer agency has supported a range of products, including CITs, servicing more than 1,100 funds representing $395 billion in AUM.1 SEI is expanding its current capabilities to include servicing for semi-liquid alternative investment funds, including '40 Act registered closed-end interval funds, closed-end tender offer funds, and business development companies, as well as '34 Act registered 3(c)(7) funds.
Powered by Envision's fully configurable technology platform, allowing for automated, real-time recordkeeping and flexibility to manage data across the enterprise, the transfer agency's comprehensive suite of capabilities includes:
Investor recordkeeping and accounting Transaction processing Investor and representative digital interfaces Business process automation Dealer support services Investor statements, transaction confirmations, and tax form reporting Compliance with all SEC '34 Act requirements Commenting on the expansion, Sean Lawlor, Head of Public Markets for SEI's Investment Managers business, said:
"The expansion of SEI's transfer agency capabilities strengthens our role as a trusted strategic partner in helping our clients navigate an ever-changing industry landscape. Leveraging Envision's technology provides us with the added flexibility and reliability to support fund managers at every turn—launching and scaling products, reducing administrative burden, increasing cost efficiency through a single provider, and growing assets. With a focus on delivering a first-class investor experience, underpinned by our advanced operational infrastructure and technology, we are investing in our offerings to enhance the client experience and drive growth."
Amid heightened market demand for expanded access to private markets, asset managers are prioritizing opportunities for alternative investments to appeal to qualified retail investors. Semi-liquid funds are an area of particularly fast growth, surpassing $530 billion in total net assets by the end of 2025.2
Phil McCabe, Head of SEI's Investment Managers business, added:
"Private and public markets continue to converge, bringing new opportunities and increased complexity. SEI sits at the intersection of technology and investments, and our position at the center of financial services enables us to connect the industry and ecosystem for our clients' benefit. Expanding upon our registered transfer agency allows us to further leverage the breadth of our technology and operations capabilities and expertise to capitalize on the rapid growth of private markets."
Brian Jones, Chief Operating Officer of Envision, added:
"Envision is excited about our partnership with SEI. Combining the Envision technology suite with SEI's innovative business model is a winning proposition. It's no secret that our industry is experiencing significant growth in the issuance of semi-liquid alternative funds. Servicing these alternative funds with flexible and open technology that is highly automated will make a huge difference."
1As of March 31, 2026.
2Morningstar, "Semiliquid Funds: Top Vehicles, Asset Classes, and Managers," April 2026.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
About SEI's Investment Managers business
SEI's Investment Managers business provides advanced operating infrastructure for investment organizations of all types to evolve and compete in a landscape of escalating business challenges. SEI's global operating platform delivers customized and integrated capabilities across a wide range of investment vehicles, strategies, and jurisdictions to investment managers and asset owners. The company's services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. For more information, visit seic.com/ims.
Forward-looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions.
SEI's forward-looking statements include its current expectations as to:
the potential benefits to SEI from the expansion of its transfer agency and its ability to support a broader range of fund structures and asset managers; the anticipated benefits of SEI's technology and services and the ability to support product launch, growth, and operations; and SEI's expected ability to invest in, enhance its offerings, and capitalize on growth opportunities in alternative investments and evolving market structures. You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward-looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy
, /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI's Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while working closely with leaders across advisor product, technology, asset management, and sales teams.
In this newly created role, Wrzesniewski will advance Stratos' technology strategy, with a focus on advisor technology oversight, platform alignment, and long-term capability development. He will also oversee SEI's advisor-facing technologies to help ensure the platforms are scalable, resilient, and deliver a consistent, high-quality advisor experience. Operating at the intersection of technology, product, and business strategy, he will help ensure Stratos technology investments align with advisor needs and SEI's enterprise objectives.
Wrzesniewski joined SEI in 1992 and has served in a variety of leadership roles across its Advisor and Private Banking businesses as well as its Investment Management Unit. Most recently, he led the Global Solutions team for SEI's Private Banking and Wealth Management business, overseeing the strategic vision, development, and implementation of SEI's global banking solutions.
Commenting on Wrzesniewski's appointment, Benfield said:
"Rob has a deep understanding of how technology, product strategy, and advisor needs come together to drive real outcomes. In this role, he will help ensure Stratos technology investments are aligned to SEI's enterprise priorities and the advisor experience, while also partnering with our Asset Management business to unlock technology-enabled insights, tools, and capabilities that support growth."
Jeff Concepcion, Founder and CEO of Stratos, added:
"Stratos was built to help advisors run stronger practices and deliver a more connected client experience. Rob's leadership will bring even tighter alignment between Stratos' platform strategy and SEI's broader technology ecosystem. This will help us accelerate how we deliver new capabilities, strengthen our advisor technology foundation, and stay ahead of what advisors need next."
Wrzesniewski said:
"I'm excited to step into this role at a time when advisors and investors expect more connected, insight-driven experiences. Stratos plays an important role in helping advisory practices grow and navigate transition planning, and that makes it essential to deliver technology that can scale with demand and keep pace with evolving workflows and regulatory requirements. I look forward to partnering across SEI and Stratos to deliver the next wave of insights and tools that strengthen portfolio management and client engagement, while focusing our investments where they will deliver the greatest value across the enterprise."
In December 2025, SEI announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings. Stratos' client service model, custodial relationships, and current offerings are strengthened by SEI's capabilities across technology, custody, operations, and asset management. Together, the companies share a long-standing commitment to advisor independence, choice, and flexibility.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
Forward-looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions.
SEI's forward-looking statements include its current expectations as to:
The potential benefits to SEI and Stratos from the advancement of Stratos' technology strategy as a result of this appointment. The ability of SEI's and Stratos' platforms to deliver scalable and advisor-focused technology experiences. The development and speed of delivery of SEI's and Stratos' new technology and capabilities to support advisor growth, client engagement, and SEI's overall enterprise objectives. You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
New Leadership Role to Scale Capabilities and Support Client Transformation
, /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services. In this newly established role, Provencher will lead the expansion and scaling of SEI's Professional Services offering across markets, further strengthening SEI's role as a strategic partner in helping clients transform their businesses.
Provencher will be responsible for advancing SEI's enterprise-wide professional services strategy and establishing a scalable delivery model that supports clients across SEI's ecosystem of platforms, technology, and operational solutions with platforms and services such as SEI Data Cloud, business model optimization, systems integration, cybersecurity and network orchestration, AI and automation architecture and activation, and business process outsourcing. He will report to Sanjay Sharma, CEO of SEI International and Global Head of Private Banking and Wealth Management, and collaborate closely with sales, relationship management, technology, and operations leaders across the organization.
Commenting on the appointment, Sanjay Sharma, CEO of SEI International and Global Head of SEI's Private Banking business, said:
"Professional services are central to how we help clients translate strategy into execution in an environment defined by accelerating change. As our clients look to modernize their operations and fully leverage our platforms, expanding this capability across SEI is a natural step in our evolution.
"Our clients are looking for more than tactical operational support. They want a partner who can help drive meaningful business transformation by optimizing their operating model, rather than simply addressing a single friction point, to unlock greater value from their investments in people, technology, and automation. Matt brings a proven ability to build and scale high-performing services organizations, and his leadership will be instrumental as we expand this capability across SEI and strengthen our position as a strategic partner to clients around the world."
Provencher joins SEI with more than two decades of leadership experience in financial services and professional services. Most recently, he served as President of North America Banking, Financial Services and Insurance at NTT DATA, where he led the professional services business across sales, delivery, operations, and financial performance. Throughout his career, Provencher has demonstrated a strong track record of building scalable platforms, driving revenue growth, leading enterprise-wide initiatives to enhance operating performance, strengthen governance, and accelerate growth.
Provencher added:
"As financial services organizations face growing complexity, they need a partner that can help them navigate change, execute with precision, and create lasting value. SEI stands out for its ability to align technology, operations, and deep industry expertise in a way that helps clients accelerate progress and strengthen business performance. Professional services is a catalyst for transformation that helps clients future-proof their businesses and build more integrated, adaptable operating models in a rapidly evolving wealth and asset management landscape. I look forward to building on SEI's strong foundation to expand our capabilities and deepen the value we deliver to clients."
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
Forward-looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions. SEI's forward-looking statements include its current expectations as to:
SEI's ability to drive the advancement of its enterprise-wide professional services strategy and strengthen its position as a strategic partner to clients globally as a result of this appointment. You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10 K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward looking statements, whether as a result of new information, future events, or otherwise.
Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management
, /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency. The improved manager experience combines SEI Data Cloud, the firm's centralized data foundation, with SEI Scope™, a next‑generation manager portal that brings workflows, analytics, and oversight together through intuitive, near real‑time visualizations.
Built in close collaboration with global investment managers, the platform experience spans the full operational lifecycle, transforming how investment managers interact with their data and service teams. SEI Data Cloud provides a secure, scalable data foundation that ensures governance and accuracy, while SEI Scope builds on that foundation to deliver actionable insight through configurable workflows, analytics, and digital NAV drill‑down capabilities. Together, they power consistent reporting, configurable automation, and unified transparency that offers:
Faster, more reliable NAV delivery through automated NAV packages, embedded quality control checks, and reduced manual reconciliations. Improved transparency and collaboration, giving managers end-to-end visibility into workflows and operational status. Streamlined operations to expand process automation and accelerate efficiency Deeper insights from near real-time data, enabling stronger decision-making based on current, explainable information rather than static reports. Alongside these enhancements, SEI continues to invest across its investment managers technology ecosystem, implementing Fenergo's CLM platform to streamline AML, KYC, and client and investor onboarding processes. SEI also introduced integrated waterfall calculation and scenario analysis tools that connect directly to live fund data, enabling managers to model distributions in real time and gain clear insight into how operational decisions drive investor returns.
Additionally, SEI recently launched SEI Access™ for CITs, an automated collective investment trust (CIT) onboarding platform featuring intelligent data capture, digitized application documents, collaborative dashboards with real-time updates, seamless integration with SEI's existing CIT platform, and the ability to add alternative CIT funds to SEI Access for expanded market reach.
Commenting on the enhancements, Phil McCabe, Head of SEI's Investment Managers business, said:
"Investment managers are facing growing pressure to do more with greater speed, precision, and transparency, but the answer isn't more people or spreadsheets—it's smarter use of data, AI, and automation to create opportunities for higher-value work like strategic advisory and client engagement. SEI has a deep history of investing in its technology platform to deliver world-class experiences, and the operational efficiency gains become the foundation for future innovation in solutions like SEI Data Cloud and professional services that help our clients grow.
"By continuing to invest in a unified data foundation, intelligent workflows, and automation grounded in strong governance and safety, we're helping managers shift from static reporting to continuous insight while maintaining accuracy, control, and human oversight. The result is technology designed to reduce complexity and help firms move faster, reduce friction, and scale with confidence without compromising oversight or service quality."
Chris Edwards, Head of Client Enablement for SEI's Investment Managers business, added:
"These investments reinforce our long‑standing commitment to building a scalable, intelligent operating model that managers can trust. Through AI-enabled and agentic automation and tightly integrated platforms, we are making the intricacies of investment operations more manageable, embedding data controls and transparency directly into the technology so our clients can operate more efficiently today and be prepared for what's next."
In addition to platform enhancements, SEI has also been making strategic investments across the enterprise to modernize how it operates, innovates, and delivers value to clients through AI and automation. Earlier this year, the company announced it had joined forces with IBM to accelerate enterprise transformation through agentic AI and automation, which includes a core focus on collaboration with SEI's Investment Managers business to enhance investor servicing and alternative fund accounting operations.
About SEI®
SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
About SEI's Investment Managers business
SEI's Investment Managers business provides advanced operating infrastructure for investment organizations of all types to evolve and compete in a landscape of escalating business challenges. SEI's global operating platform delivers customized and integrated capabilities across a wide range of investment vehicles, strategies, and jurisdictions to investment managers and asset owners. The company's services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. For more information, visit seic.com/ims.
Forward‑looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions. SEI's forward-looking statements include its current expectations as to:
the benefits that clients may derive from SEI's platform; SEI's ability to continue investing in its technology, data, AI, and automation capabilities to support long‑term operational effectiveness for clients; the anticipated impact of SEI's AI initiatives on client experience, operational performance, and service delivery; and the degree to which SEI's strategic technology investments may support future growth, innovation, and value creation for SEI and its clients. You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10 K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward looking statements, whether as a result of new information, future events, or otherwise.
SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem OAKS, Pa., April 14, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) onboarding experience that supports both public and private assets for defined contribution plan sponsors, advisors, recordkeepers, and asset managers.
SEI (SEIC) 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.
Besides Wall Street's top-and-bottom-line estimates for SEI (SEIC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
OAKS, Pa., April 22, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by 13% and 21%, respectively, with operating margin increasing to 30%.
SEI Investments (SEIC) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.17 per share a year ago.
The headline numbers for SEI (SEIC) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation OAKS, Pa., April 30, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC), a leading global provider of financial technology, operations, and asset management services, and global investment firm Carlyle (NASDAQ: CG), today announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions.
Despite industry woes, investment management stocks like BLK, AMP and SEIC are expected to benefit from continued asset inflows and digital transformation.
SEI's First Fixed Income ETF Expands Platform Beyond Equities and Liquid Alternatives OAKS, Pa., May 19, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the launch of the SEI High Yield Bond & Alternative Credit ETF (NASDAQ: LEND) following the reorganization of the SIMT High Yield Bond Fund into an exchange-traded fund.
OAKS, Pa., May 26, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that the company will participate in the William Blair 46th Annual Growth Stock Conference in Chicago, IL and the Morgan Stanley U.S. Financials Conference in New York City. Sean Denham, SEI's Chief Financial and Operating Officer, will present at the William Blair conference at 4:20 p.m.
Appointment Supports Evolution of SEI's Asset Management Strategy and Global Investment Platform OAKS, Pa., May 27, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the appointment of Nathan Shetty as Chief Investment Officer (CIO), effective June 1, 2026.
OAKS, Pa., May 27, 2026 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on May 27, 2026 declared a regular semi-annual dividend of $0.52 per share. The cash dividend will be payable to shareholders of record on June 8, 2026, with a payment date of June 16, 2026.
New Leadership Appointments Reinforce SEI's Path Toward Becoming an AI-Native Organization OAKS, Pa., June 9, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the appointments of Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer (CDO), strengthening the company's leadership as it scales AI across the enterprise and advances its data strategy to drive growth, expand new business opportunities, and improve client outcomes.
