SEI Investments Company
NASDAQ•SEIC
CEO: Mr. Alfred P. West Jr.
Sector: Financial Services
Industry: Asset Management
Listing Date: 1981-03-25
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.
Contact Information
Market Cap
$9.50B
P/E (TTM)
13.3
0
Dividend Yield
1.3%
52W High
$93.96
52W Low
$64.66
52W Range
Rank12Top 1.7%
6.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$607.93M+9.11%
4-Quarter Trend
EPS
$1.41+16.53%
4-Quarter Trend
FCF
$124.82M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Revenue Growth 8 Percent Total revenues reached $2.30B in 2025, marking an 8% increase over the prior year's $2.13B results.
Net Income Rises 23 Percent Net income attributable to SEI grew 23% to $715.3M in 2025, driven by strong operational performance.
Asset Base Expansion 20 Percent Total assets under management and administration grew 20% to $1.88T by December 31, 2025.
Strategic Divestiture Gain Recognized a significant $94.4M gain from the June 2025 sale of the Family Office Services business.
Risk Factors
Market Value Sensitivity Financial performance is heavily influenced by capital markets; asset value declines directly reduce fee revenue streams.
Fee Compression Pressure Persistent pricing pressure from low-cost passive strategies and fintech competition continues to erode margins.
Technology Innovation Failure Failure to develop timely new products or manage platform enhancements risks impairing competitive position.
Client Attrition Exposure Business depends on strong relationships; attrition risk exists due to pricing pressure or service disruptions.
Outlook
Stratos Strategic Investment Completed first stage Stratos investment, positioning SEI centrally in the growing wealth advisor ecosystem.
Technology Modernization Focus Investing heavily in cybersecurity, cloud infrastructure, and AI/automation for future operational efficiency gains.
Alternatives Market Growth Maintaining leadership in private credit and alternative investment administration via the SEI Access platform expansion.
Capital Deployment Certainty Anticipate sufficient funds for operations, expected M&A activity, and ongoing common stock repurchase program.
Peer Comparison
Revenue (TTM)
$9.09B
$8.85B
$6.38B
Gross Margin (Latest Quarter)
83.3%
81.6%
73.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| BEN | $12.33B | 19.9 | 5.1% | 43.6% |
| CMA | $11.35B | 16.2 | 10.0% | 6.8% |
| FHN | $10.72B | 10.9 | 11.1% | 5.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.3%
Moderate Growth
4Q Net Income CAGR
4.4%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Apr 16, 2026
EPS:$1.35
|Revenue:$641.81M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data