SEIC — SEI INVESTMENTS CO

Nasdaq · Financials · Capital Markets · CIK 350894 ·
Last close
$90.76
Market Cap
$10.92B
52W High
$93.50
52W Low
$75.08
ADV30
938,587
Next earnings
2026-07-22
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 622,183,000 349,190,000 189,486,000 174,487,000 3,275,254,000 363,149,000 518,569,000
Dec 2025 607,925,000 313,650,000 161,618,000 172,501,000 3,259,844,000 399,804,000 556,068,000
Sep 2025 578,511,000 310,266,000 159,961,000 164,204,000 2,845,110,000 792,822,000 425,701,000
Jun 2025 559,601,000 301,127,000 148,635,000 227,083,000 2,626,266,000 746,349,000 287,827,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$682,758,000
Investing CF
$-372,968,000
Financing CF
$-586,326,000
CapEx
$-48,595,000
Dividends Paid
$-125,551,000
Buybacks
$-639,163,000
EPS Diluted TTM
$5.86
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$781,778,000
Inventory
Receivables
$765,209,000
ST Investments
$32,093,000
EBIT TTM
$951,668,000
Pretax Income TTM
$950,771,000
Interest Exp TTM
$897,000
Analysts
7

Yahoo Snapshot (yfinance, live)

Total Revenue
$2,368,219,904
EBITDA
$705,118,016
Free Cash Flow
$404,605,888
Enterprise Value
$10,868,986,880
Total Cash
$395,241,984
Total Debt
$69,485,000
Shares Out
120,272,976
Trailing EPS
$5.86
Book Value
$20.35
ROE
29.6%
ROA
14.0%
Div Yield
1.12%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 2,297,381,000 627,311,000 715,305,000 3,259,844,000 556,068,000 607,662,000
Dec 2024 2,125,151,000 551,741,000 581,191,000 2,684,606,000 432,494,000 622,343,000
Dec 2023 1,919,793,000 424,524,000 462,258,000 2,520,003,000 388,175,000 447,030,000
Dec 2022 1,991,037,000 475,753,000 475,467,000 2,383,553,000 429,729,000 566,119,000

TTM Snapshot

Revenues TTM
$1,970,811,000
NetIncome TTM
$470,265,000
OpCashFlow TTM
$0
Assets (Latest)
$1,551,810,000
Forward EPS
$6.62

Peers — same industry

TickerNameMarket CapLastDaily %
SF STIFEL FINANCIAL CORP $11.14B $72.62
JEF Jefferies Financial Group Inc. $10.62B $51.95
FUTU Futu Holdings Ltd $10.31B $107.70
TW Tradeweb Markets Inc. $11.87B $102.28
IVZ Invesco Ltd. $12.27B $27.69

News headlines (Yahoo Finance, 1h cache)

SEI to Present at William Blair and Morgan Stanley Conferences
2026-05-26 20:01 · Yahoo
SEI Investments Is Priced Like a Fund Manager. It Has Become Something Different.
2026-05-25 10:48 · Yahoo
SEI (SEIC) Down 1.6% Since Last Earnings Report: Can It Rebound?
2026-05-22 15:30 · Yahoo
How The SEI Investments (SEIC) Story Is Shifting With Conflicting Analyst Valuation Targets
2026-05-22 00:26 · Yahoo
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
2026-05-19 13:00 · Yahoo
2 Financials Stocks for Long-Term Investors and 1 Facing Challenges
2026-05-18 09:00 · Yahoo
2 Mid-Cap Stocks with Impressive Fundamentals and 1 We Question
2026-05-15 20:52 · Yahoo
Stratos Acquires 10 Practices With $4.8 Billion in Assets. Why They Did It.
2026-05-14 20:50 · Yahoo
Is SEI Investments (SEIC) Still Attractive After Recent Share Price Gains?
2026-05-14 17:18 · Yahoo
Stratos Wealth Fully Acquires 11 Partner Firms with $4.8B In Assets
2026-05-14 10:00 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.