SEI Investments delivered record EPS of $1.59 in Q2 2026, driven by accelerating fee-based revenue growth (98.9% of total revenue) and robust capital returns, but the sustainability of this performance is questionable. The company's net interest income fell 29...
Price trend, volume and key moving averages
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Fee income dominates at 98.9% of total revenue, driving record EPS of $1.59 in Q2 2026, but NII fell 29.8% YoY to $6.5M and NIM compressed to 0.2%, while the efficiency ratio swung to 50.0% from 25.0% in Q4 2025.
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 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 22, 2025 | $1.30+4.0% vs $1.25 | $579M-1.2% vs $585M |
Engineers Gate Manager LP trimmed its holdings in shares of SEI Investments Company (NASDAQ: SEIC) by 11.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,836 shares of the asset manager's stock after selling 5,197 shares
SEI Investments stock touches a new 52-week high as revenues, client assets, and LSV flows strengthen, with technology and outsourcing growth supporting its outlook.
VCTR, IVZ and SEIC hit fresh 52-week highs as strong asset flows, rising AUM and strategic moves fuel growth.
SEI Investments Company is rated BUY following robust 2Q26 results that exceeded expectations, driven by strong alternative and private equity market growth. SEIC's operating leverage is accelerating, with adjusted EPS up 38% and operating income up 36% year-over-year, fueled by double-digit revenue growth in key segments. The company's high cash flow, low leverage, and record dividends support continued shareholder returns, while a strong deal pipeline signals further upside.
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 |
|---|---|---|---|---|---|---|---|
| $103.76 | $12.45B | 18.43 | 8.11% | 31.14% | 28.87% | 0.96% | |
| $173.40 | $31.73B | 19.84 | -2.46% | 14.76% | 17.14% | — | |
| $33.13 | $17.22B | 36.41 | 3.52% | 9.56% | 6.35% | — | |
| $30.85 | $13.68B | -19.28 | 4.75% | -0.93% | -0.48% | — | |
| $130.31 | $870.75M | 6.53 | -7.13% | 15.72% | 11.02% | — | |
| $15.64 | $687.23M | -1.72 | -6.39% | -38.18% | -15.57% | — |
SEI Investments Company (SEIC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
SEI Investments Company (SEIC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
May 28, 2026·SEC
Apr 22, 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% over the past year. This is steady growth.
Yes, SEI Investments Company (SEIC) is profitable, generating $706.9M in net income for fiscal year 2025 (31.1% net margin).
Yes, SEI Investments Company (SEIC) pays a dividend with a yield of 0.96%. This makes it attractive for income-focused investors.
SEI Investments Company (SEIC) has a return on equity (ROE) of 28.9%. This is excellent, indicating efficient use of shareholder capital.
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.
