8-K Announcements
6Apr 22, 2026·SEC
Mar 2, 2026·SEC
Jan 28, 2026·SEC
SEI Investments Company (SEIC) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
SEI Investments Company (SEIC) stock price & volume — 10-year historical chart
SEI Investments Company (SEIC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
SEI Investments Company (SEIC) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $1.44vs $1.29+11.6% | $622Mvs $610M+2.0% |
| Q1 2026 | Jan 28, 2026 | $1.38vs $1.34+3.0% | $608Mvs $597M+1.8% |
| Q4 2025 | Oct 22, 2025 | $1.30vs $1.25+4.0% | $579Mvs $585M-1.2% |
| Q3 2025 | Jul 23, 2025 | $1.78vs $1.19+49.6% | $560Mvs $566M-1.1% |
SEI Investments Company (SEIC) competitors in Asset management technology and data platforms — business model, growth, and fundamentals comparison
SEI Investments Company (SEIC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SEI Investments Company (SEIC) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 6.28M | 12.75M | 15.95M | 5.96M | 3.09M | 12.56M | 40.44M | 48.33M | 39.53M |
| NII Growth % | 65.81% | 103.19% | 25.09% | -62.64% | -48.21% | 306.97% | 222.03% | 19.51% | -18.2% |
| Net Interest Margin % | 0.34% | 0.65% | 0.74% | 0.27% | 0.13% | 0.53% | 1.6% | 1.8% | 1.21% |
| Interest Income | 7.06M | 13.4M | 16.58M | 6.57M | 3.65M | 13.31M | 41.03M | 48.9M | 39.92M |
| Interest Expense | 781K | 645K | 630K | 609K | 563K | 749K | 583K | 563K | 386K |
| Loan Loss Provision | 686.26M | 723.55M | 728.7M | 737.46M | 829.76M | 945.02M | 935.07M | 996.25M | 936.65M |
| Non-Interest Income | 1.52B | 1.61B | 1.63B | 1.68B | 1.91B | 1.98B | 1.88B | 2.08B | 2.26B |
| Non-Interest Income % | 99.54% | 99.18% | 98.99% | 99.61% | 99.81% | 99.33% | 97.86% | 97.7% | 98.26% |
| Total Revenue | 1.53B▲ 0% | 1.62B▲ 6.4% | 1.65B▲ 1.6% | 1.68B▲ 2.1% | 1.92B▲ 13.9% | 1.99B▲ 3.8% | 1.92B▼ 3.6% | 2.13B▲ 10.7% | 2.3B▲ 8.1% |
| Revenue Growth % | 8.92% | 6.39% | 1.58% | 2.07% | 13.91% | 3.79% | -3.58% | 10.7% | 8.1% |
| Non-Interest Expense | 442.57M | 457.98M | 460.13M | 500.11M | 534.6M | 569.52M | 559.62M | 576.59M | 733.04M |
| Efficiency Ratio | 28.99% | 28.2% | 27.89% | 29.7% | 27.87% | 28.6% | 29.15% | 27.13% | 31.91% |
| Operating Income | 396.94M▲ 0% | 441.99M▲ 11.3% | 460.42M▲ 4.2% | 445.89M▼ 3.2% | 553.38M▲ 24.1% | 475.75M▼ 14.0% | 424.52M▼ 10.8% | 551.74M▲ 30.0% | 627.31M▲ 13.7% |
| Operating Margin % | 26% | 27.21% | 27.91% | 26.48% | 28.85% | 23.89% | 22.11% | 25.96% | 27.31% |
| Operating Income Growth % | 5.66% | 11.35% | 4.17% | -3.16% | 24.11% | -14.03% | -10.77% | 29.97% | 13.7% |
| Pretax Income | 557.04M▲ 0% | 614.21M▲ 10.3% | 631.44M▲ 2.8% | 568.69M▼ 9.9% | 693.67M▲ 22.0% | 609.28M▼ 12.2% | 594.65M▼ 2.4% | 746.76M▲ 25.6% | 916.33M▲ 22.7% |
| Pretax Margin % | 36.49% | 37.82% | 38.27% | 33.77% | 36.16% | 30.6% | 30.97% | 35.14% | 39.89% |
| Income Tax | 152.65M | 108.34M | 130.01M | 121.41M | 147.08M | 133.81M | 132.4M | 165.57M | 198.78M |
| Effective Tax Rate % | 27.4% | 17.64% | 20.59% | 21.35% | 21.2% | 21.96% | 22.26% | 22.17% | 21.69% |
| Net Income | 404.39M▲ 0% | 505.87M▲ 25.1% | 501.43M▼ 0.9% | 447.29M▼ 10.8% | 546.59M▲ 22.2% | 475.47M▼ 13.0% | 462.26M▼ 2.8% | 581.19M▲ 25.7% | 715.3M▲ 23.1% |
| Net Margin % | 26.49% | 31.15% | 30.39% | 26.56% | 28.49% | 23.88% | 24.08% | 27.35% | 31.14% |
| Net Income Growth % | 21.14% | 25.09% | -0.88% | -10.8% | 22.2% | -13.01% | -2.78% | 25.73% | 23.08% |
| Net Income (Continuing) | 404.39M | 505.87M | 501.43M | 447.29M | 546.59M | 475.47M | 462.26M | 581.19M | 717.55M |
| EPS (Diluted) | 2.49▲ 0% | 3.14▲ 26.1% | 3.24▲ 3.2% | 3.00▼ 7.4% | 3.81▲ 27.0% | 3.46▼ 9.2% | 3.46▲ 0.0% | 4.41▲ 27.5% | 5.63▲ 27.7% |
| EPS Growth % | 22.66% | 26.1% | 3.18% | -7.41% | 27% | -9.19% | 0% | 27.46% | 27.66% |
| EPS (Basic) | 2.56 | 3.23 | 3.31 | 3.05 | 3.87 | 3.49 | 3.49 | 4.47 | 5.76 |
| Diluted Shares Outstanding | 162.27M | 161.23M | 154.9M | 149M | 143.31M | 137.42M | 133.73M | 131.73M | 125.25M |
SEI Investments Company (SEIC) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 765.77M | 785.42M | 874.93M | 818.69M | 859.67M | 885.16M | 866.03M | 869.47M | 433.58M |
| Cash & Due from Banks | 744.25M | 754.52M | 841.45M | 784.63M | 831.41M | 853.01M | 834.7M | 839.89M | 399.8M |
| Short Term Investments | 21.53M | 30.89M | 33.49M | 34.06M | 28.27M | 32.15M | 31.33M | 29.58M | 33.78M |
| Total Investments | 175.03M | 200.02M | 223.8M | 244.08M | 272.64M | 271.39M | 304.84M | 345.15M | 461.78M |
| Investments Growth % | 8.93% | 14.28% | 11.89% | 9.06% | 11.7% | -0.46% | 12.33% | 13.22% | 33.79% |
| Long-Term Investments | 153.51M | 169.13M | 190.32M | 210.02M | 244.38M | 239.24M | 273.51M | 315.57M | 428M |
| Accounts Receivables | 133.43M | 126.23M | 139.01M | 153.28M | 168.64M | 171.84M | 170.58M | 196.26M | 0 |
| Goodwill & Intangibles | 391.97M | 405.66M | 388.54M | 359.77M | 429.46M | 408.43M | 459.56M | 483.68M | 723.26M |
| Goodwill | 52.99M | 64.49M | 64.49M | 64.49M | 117.23M | 115.6M | 137.33M | 170.29M | 723.26M |
| Intangible Assets | 338.98M | 341.17M | 324.06M | 295.28M | 312.23M | 292.83M | 322.23M | 313.39M | 0 |
| PP&E (Net) | 146.43M | 145.86M | 203.65M | 227.45M | 212.48M | 206.02M | 193.84M | 188.55M | 411.15M |
| Other Assets | 18.88M | 58.16M | 61.19M | 66.07M | 61.17M | 71.61M | 77.27M | 93.02M | 424.09M |
| Total Current Assets | 1.14B | 1.19B | 1.3B | 1.3B | 1.4B | 1.45B | 1.48B | 1.55B | 1.27B |
| Total Non-Current Assets | 713.56M | 780.86M | 846.52M | 866.28M | 950.47M | 930.25M | 1.04B | 1.13B | 1.99B |
| Total Assets | 1.85B▲ 0% | 1.97B▲ 6.4% | 2.15B▲ 9.1% | 2.17B▲ 0.7% | 2.35B▲ 8.6% | 2.38B▲ 1.2% | 2.52B▲ 5.7% | 2.68B▲ 6.5% | 3.26B▲ 21.4% |
| Asset Growth % | 13.23% | 6.38% | 9.11% | 0.74% | 8.65% | 1.23% | 5.72% | 6.53% | 21.43% |
| Return on Assets (ROA) | 23.17% | 26.45% | 24.32% | 20.71% | 24.18% | 20.07% | 18.85% | 22.33% | 24.07% |
| Accounts Payable | 5.27M | 10.92M | 4.42M | 7.77M | 10.31M | 13.28M | 10.62M | 13.08M | 0 |
| Total Debt | 30M | 0 | 47.61M | 42.64M | 78.97M | 29.13M | 25.35M | 32.13M | 8.68M |
| Net Debt | -714.25M | -754.52M | -793.84M | -741.99M | -752.44M | -823.88M | -809.34M | -807.76M | -391.13M |
| Long-Term Debt | 30M | 0 | 0 | 0 | 40M | 0 | 0 | 0 | 0 |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8.68M |
| Other Liabilities | 23.01M | 25.02M | 24.86M | 20.86M | 21.68M | 13.06M | 17.89M | 27.75M | 155.55M |
| Total Current Liabilities | 275.05M | 295.71M | 293.56M | 317.27M | 355.74M | 397.88M | 353.05M | 380.51M | 387.21M |
| Total Non-Current Liabilities | 101.48M | 82.81M | 119.03M | 110.07M | 138.2M | 31.85M | 35.13M | 51.98M | 168.86M |
| Total Liabilities | 376.53M | 378.52M | 412.59M | 427.35M | 493.94M | 429.73M | 388.18M | 432.49M | 556.07M |
| Total Equity | 1.48B▲ 0% | 1.59B▲ 7.9% | 1.74B▲ 9.1% | 1.74B▲ 0.1% | 1.86B▲ 6.9% | 1.95B▲ 5.0% | 2.13B▲ 9.1% | 2.25B▲ 5.6% | 2.7B▲ 20.1% |
| Equity Growth % | 13.33% | 7.88% | 9.14% | 0.06% | 6.95% | 5% | 9.11% | 5.64% | 20.06% |
| Equity / Assets (Capital Ratio) | 79.68% | 80.8% | 80.82% | 80.28% | 79.02% | 81.97% | 84.6% | 83.89% | 82.94% |
| Return on Equity (ROE) | 29.09% | 32.96% | 30.1% | 25.72% | 30.36% | 24.93% | 22.63% | 26.51% | 28.87% |
| Book Value per Share | 9.10 | 9.88 | 11.23 | 11.68 | 12.98 | 14.22 | 15.94 | 17.10 | 21.59 |
| Tangible BV per Share | 6.69 | 7.37 | 8.72 | 9.26 | 9.99 | 11.25 | 12.51 | 13.42 | 15.81 |
| Common Stock | 1.57M | 1.54M | 1.5M | 1.43M | 1.38M | 1.34M | 1.31M | 1.27M | 1.22M |
| Additional Paid-in Capital | 1.03B | 1.11B | 1.16B | 1.19B | 1.25B | 1.31B | 1.4B | 1.54B | 1.68B |
| Retained Earnings | 467.47M | 517.97M | 601.88M | 565.27M | 632.61M | 694.29M | 762.59M | 758M | 792.28M |
| Accumulated OCI | -19.91M | -33M | -23.5M | -16.8M | -19.84M | -48.97M | -37.03M | -46.98M | -24.5M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
SEI Investments Company (SEIC) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 459.9M | 588.4M | 545.12M | 488.68M | 633.1M | 566.12M | 447.03M | 622.34M | 607.66M |
| Operating CF Growth % | 8.15% | 27.94% | -7.36% | -10.35% | 29.55% | -10.58% | -21.04% | 39.22% | -2.36% |
| Net Income | 404.39M | 505.87M | 501.43M | 447.29M | 546.59M | 475.47M | 462.26M | 581.19M | 717.55M |
| Depreciation & Amortization | 75.59M | 77.69M | 80.86M | 83.93M | 92.63M | 87.94M | 73.97M | 75.23M | 77.08M |
| Deferred Taxes | -21.05M | 6M | -3.41M | -1.04M | -7.83M | -46.49M | -33.5M | -13.78M | 59.24M |
| Other Non-Cash Items | -16.07M | -2.8M | -22.5M | 4.84M | -5.56M | -9.53M | -3.63M | -20.3M | -130.95M |
| Working Capital Changes | -19.32M | -22.16M | -35.83M | -73.35M | -34.19M | 19.33M | -83.38M | -58.63M | -168.8M |
| Cash from Investing | -172.3M | -123.37M | -78.18M | -67.5M | -164.88M | -89.81M | -141.54M | -117.3M | -399.09M |
| Purchase of Investments | -69.53M | -203.46M | -175M | -143.49M | -216.26M | -178.22M | -143.39M | -177.03M | -157.51M |
| Sale/Maturity of Investments | 65.83M | 167.88M | 171.45M | 155.95M | 195.1M | 161.16M | 121.99M | 152.92M | 123.8M |
| Net Investment Activity | -3.69M | -35.58M | -3.55M | 12.46M | -21.16M | -17.06M | -21.4M | -24.11M | -33.71M |
| Acquisitions | -80.23M | -5.79M | -34.07M | -24.12M | -80.16M | 0 | -56.44M | -38.52M | -302.05M |
| Other Investing | -1.8M | -8.68M | 36.61M | 22.73M | -11.02M | 1.73M | -4.91M | -22.45M | -40.69M |
| Cash from Financing | -253.63M | -443.72M | -386.62M | -482.13M | -422.32M | -437.24M | -331.32M | -494.4M | -589.5M |
| Dividends Paid | -88.86M | -94.32M | -100.75M | -103.91M | -105.52M | -109.83M | -114.84M | -120.35M | -124.2M |
| Share Repurchases | -248.34M | -407.38M | -346.35M | -427M | -408.07M | -344.72M | -308.85M | -500.06M | -628.13M |
| Stock Issued | 53.57M | 87.98M | 60.91M | 49.41M | 55.23M | 58.19M | 101.17M | 126.01M | 144.23M |
| Net Stock Activity | -194.77M | -319.4M | -285.44M | -377.59M | -352.84M | -286.54M | -207.69M | -374.06M | -483.9M |
| Debt Issuance (Net) | 1000K | -1000K | 0 | 0 | 1000K | -1000K | 0 | 0 | 0 |
| Other Financing | 0 | 87.98M | -433K | -633K | -3.96M | -868K | -8.8M | 0 | 18.6M |
| Net Change in Cash | 48.55M▲ 0% | 10.29M▼ 78.8% | 86.51M▲ 740.9% | -56.82M▼ 165.7% | 44.03M▲ 177.5% | 21.6M▼ 50.9% | -18.36M▼ 185.0% | 5.2M▲ 128.3% | -440.39M▼ 8577.2% |
| Exchange Rate Effect | 14.58M | -11.02M | 6.19M | 4.13M | -1.87M | -17.47M | 7.48M | -5.45M | -59.46M |
| Cash at Beginning | 695.7M | 747.75M | 758.04M | 844.55M | 787.73M | 831.76M | 853.36M | 835M | 840.19M |
| Cash at End | 744.25M | 758.04M | 844.55M | 787.73M | 831.76M | 853.36M | 835M | 840.19M | 399.8M |
| Interest Paid | 699K | 806K | 493K | 612K | 554K | 815K | 703K | 563K | 578K |
| Income Taxes Paid | 165.05M | 110.2M | 139.33M | 121.99M | 154.27M | 192.51M | 145.97M | 185.3M | 169.91M |
| Free Cash Flow | 373.33M▲ 0% | 515.09M▲ 38.0% | 467.95M▼ 9.2% | 410.12M▼ 12.4% | 580.57M▲ 41.6% | 491.63M▼ 15.3% | 388.24M▼ 21.0% | 565.78M▲ 45.7% | 585.02M▲ 3.4% |
| FCF Growth % | 8.7% | 37.97% | -9.15% | -12.36% | 41.56% | -15.32% | -21.03% | 45.73% | 3.4% |
SEI Investments Company (SEIC) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 25.75% | 29.09% | 32.96% | 30.1% | 25.72% | 30.36% | 24.93% | 22.63% | 26.51% | 28.87% |
| Return on Assets (ROA) | 20.7% | 23.17% | 26.45% | 24.32% | 20.71% | 24.18% | 20.07% | 18.85% | 22.33% | 24.07% |
| Net Interest Margin | 0.23% | 0.34% | 0.65% | 0.74% | 0.27% | 0.13% | 0.53% | 1.6% | 1.8% | 1.21% |
| Efficiency Ratio | 27.67% | 28.99% | 28.2% | 27.89% | 29.7% | 27.87% | 28.6% | 29.15% | 27.13% | 31.91% |
| Equity / Assets | 79.61% | 79.68% | 80.8% | 80.82% | 80.28% | 79.02% | 81.97% | 84.6% | 83.89% | 82.94% |
| Book Value / Share | 7.92 | 9.1 | 9.88 | 11.23 | 11.68 | 12.98 | 14.22 | 15.94 | 17.1 | 21.59 |
| NII Growth | 31.65% | 65.81% | 103.19% | 25.09% | -62.64% | -48.21% | 306.97% | 222.03% | 19.51% | -18.2% |
| Dividend Payout | 25.37% | 21.97% | 18.64% | 20.09% | 23.23% | 19.3% | 23.1% | 24.84% | 20.71% | 17.36% |
SEI Investments Company (SEIC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 22, 2026·SEC
Mar 2, 2026·SEC
Jan 28, 2026·SEC
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 $715.3M in net income for fiscal year 2025 (31.1% net margin).
Yes, SEI Investments Company (SEIC) pays a dividend with a yield of 1.09%. 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.
SEI Investments Company (SEIC) financial analysis — history, returns, DCA and operating performance tools
Analyst verdict, bull/bear case, risk factors and peer comparison
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates