The Motley Fool·Oct 28, 2026
SEI: 3 Key Takeaways for Long-Term InvestorsYear-to-date sales events reached $157 million, setting a company record. Third-quarter revenue increased 14% year over year.
SEI Investments remains a fee-driven asset management franchise with non-interest income reaching $655.2M in 2026Q3, or 99.1% of total revenue, up from 97.5% two years prior, tying performance closely to AUM and equity market levels rather than banking fundamentals.
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Revenue growth is entirely fee-based, with non-interest income climbing to $655.2M (99.1% of revenue) in 2026Q3 while NII fell over 50% to $6.3M, though the efficiency ratio's jump from 25.0% to 59.4% over the same period suggests rising cost intensity is not translating into proportional operating leverage.
SEI Investments reported strong first-quarter 2026 results, with revenue of $622.2 million and net income of $174.5 million. Earnings per share (EPS) have shown consistent growth, exceeding analyst expectations in recent quarters, with Q1 2026 EPS at $1.44, beating estimates of $1.31.
The company has demonstrated a noteworthy increase in core operating margins, reaching 30% in Q1 2026, with gross margins as high as 78.4%. This margin expansion is attributed to an AI-driven operational transformation and efficient cost management.
SEI's investment in technology, such as the SEI Access platform for streamlining onboarding processes, is expected to enhance its competitive position and client retention. The company's focus on outsourced investment processing solutions for private banks and trust companies is a key growth driver.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $1.64+3.8% vs $1.58 | $662M+0.9% vs $656M |
Q3 2026 Jul 22, 2026 | $1.66+15.3% vs $1.44 | $642M+0.8% vs $636M |
Q2 2026 Apr 22, 2026 | $1.44+11.6% vs $1.29 | $622M+2.0% vs $610M |
Q1 2026 Jan 28, 2026 | $1.38+3.0% vs $1.34 | $608M+1.8% vs $597M |
Year-to-date sales events reached $157 million, setting a company record. Third-quarter revenue increased 14% year over year.
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New Donor-Advised Fund Powered by TIFIN Give Helps Advisors Integrate Philanthropy into Wealth Planning and Deepen Relationships Across Generations OAKS, Pa., Oct. 28, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the launch of the SEI Charitable Fund, a donor-advised fund (DAF) solution powered by TIFIN Give, a TIFIN company, and sponsored by GiveClear Foundation.
New Portal Offers Valuation Tools, Succession Planning, Education, and Networking in Advisor-Controlled Experience OAKS, Pa., Oct. 22, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of the SEI Pathfinder Portal, a new advisor success portal designed to help financial advisors strengthen the value, sustainability, and future of their businesses.
Benchmark SEIC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for SEI Investments Company (SEIC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $105.30 | $12.64B | 18.70 | 8.11% | 31.14% | 28.87% | 0.94% | |
| $172.76 | $31.61B | 19.77 | -2.46% | 26.03% | 18.41% | 1.82% | |
| $33.73 | $17.53B | 37.07 | 3.52% | 9.56% | 6.35% | 3.93% | |
| $27.08 | $12B | -16.93 | 4.75% | -1.12% | -0.59% | 3.07% | |
| $127.35 | $850.97M | 6.38 | -7.13% | 15.72% | 11.02% | 7.32% | |
| $17.69 | $777.31M | -1.95 | -6.39% | -38.18% | -15.57% | 3.05% |
SEI Investments Company (SEIC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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SEI Investments Company (SEIC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Jul 22, 2026·SEC
May 28, 2026·SEC
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SEI Investments Company (SEIC) stock FAQ — growth, dividends, profitability & financials explained
SEI Investments Company (SEIC) grew revenue by 8.1% in fiscal year 2025, compared with the prior fiscal year.
Yes. SEI Investments Company (SEIC) earned $710.9M in net income over the trailing twelve months (a 28.0% net margin).
Yes. SEI Investments Company (SEIC) pays a dividend that yields 0.94% at the current price, a small yield.
SEI Investments Company (SEIC) had a return on equity (ROE) of 28.9% in fiscal year 2025. That is well above the market's typical 10-15%.
SEI Investments Company (SEIC) has a net interest margin (NIM) of 1.2%. NIM has been under pressure due to interest rate environment.
SEI Investments Company (SEIC) has an efficiency ratio of 31.9%. This is excellent, indicating strong cost control.
