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
$10.22B
P/E (TTM)
14.7
0
Dividend Yield
1.2%
52W High
$93.96
52W Low
$64.66
52W Range
Rank11Top 0.8%
7.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 7.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024
Financial Dashboard
Q3 2025 Data
Revenue
$578.51M+7.65%
4-Quarter Trend
EPS
$1.33+10.83%
4-Quarter Trend
FCF
$221.28M+17.76%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Nine Month Net Income Jumps Net income attributable to SEI grew 28% to $542.8M for nine months ended September 30, 2025.
Revenue Growth Strong Total revenues increased 8% to $1.69B for nine months, driven by higher assets under administration.
Diluted EPS Rises Sharply Diluted earnings per share increased 32% to $4.25 for the nine month period ending September 2025.
Operating Cash Flow Strong Cash provided by operations reached $481.3M for nine months, up $54.2M from prior year period.
Risk Factors
Regulatory Scrutiny Continues Ongoing FCA review and Rubicon litigation pose uncertain financial and reputational risks to operations.
LSV Earnings Contribution Declines Earnings from LSV affiliate decreased 8% to $94.3M for nine months due to client losses.
Corporate Overhead Expenses Rise Corporate overhead increased to $118.8M for nine months, driven by M&A and technology costs.
Stock Comp Estimate Volatility Stock-based compensation expense recognition may fluctuate based on management estimates of vesting targets.
Outlook
Stratos Acquisition Progressing Stratos Wealth Holdings acquisition expected to close in two stages, involving $527.0M cash consideration.
Technology Platform Enhancements Capitalized software costs include $14.5M for SWP enhancements and new SEI Scope platform launch.
Liquidity Supports Future Needs Available funds and cash flow expected sufficient for operations, M&A, and stock repurchase for 12 months.
Family Office Divestiture Gain Completed Family Office Services sale in Q2 2025, recognizing a net gain of $94.4M.
Peer Comparison
Revenue (TTM)
$8.77B
IVZ$6.28B
CMA$4.81B
Gross Margin (Latest Quarter)
FHN100.6%
85.8%
70.7%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| BEN | $12.45B | 24.0 | 4.2% | 41.1% |
| FHN | $12.37B | 13.7 | 10.0% | 6.7% |
| IVZ | $11.79B | 12.0 | 7.0% | 0.0% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.3%
Moderate Growth
4Q Net Income CAGR
1.8%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Feb 4, 2026
EPS:$1.33
|Revenue:-
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Oct 27, 2025|Revenue: $578.51M+7.7%|EPS: $1.33+10.8%BeatForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Jul 28, 2025|Revenue: $559.60M+7.8%|EPS: $1.82+71.7%BeatForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: Apr 28, 2025|Revenue: $551.34M+7.8%|EPS: $1.20+20.0%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 20, 2025|Revenue: $2.13B+10.7%|EPS: $4.47+28.1%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Oct 25, 2024|Revenue: $537.40M+12.7%|EPS: $1.20+37.9%BeatForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Jul 26, 2024|Revenue: $518.99M+6.1%|EPS: $1.06+19.1%MeetForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: Apr 29, 2024|Revenue: $511.58M+9.1%|EPS: $1.00+25.0%MeetForm 10-K/A - FY 2023
Period End: Dec 31, 2023|Filed: Feb 22, 2024|Revenue: $1.92B-3.6%|EPS: $3.49+0.0%Beat