SEI Investments

SEI Investments Co. engages in the provision of investment processing, investment management and investment operations platforms. It operates through the following business segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. The Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide. The Investment Advisors segment offers investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners and other investment professionals. The Institutional Investors segment delivers investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems and not-for-profit organizations worldwide. The Investment Managers segment gives investment operations outsourcing platforms to fund companies, banking institutions and both traditional and non-traditional investment managers worldwide. The Investments in New Businesses segment focuses on the provision of investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice platforms, entering new markets and conducting other research and development activities. The company was founded by Alfred P. West, Jr. in 1968 and is headquartered in Oaks, PA.

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

SEI Investments reports Q1 challenges, strengths, and growth opportunities

SEI Investments navigated challenges in Q1 with a focus on expense management, revenue growth, and strategic leadership changes to drive positive momentum.
Despite revenue and earnings declines, the company demonstrated strengths in various segments, including the Private Bank business and Investment Advisors.
By addressing challenges, leveraging opportunities in consolidation and acquisitions, and enhancing team capabilities, SEI Investments aims for sustained growth and profitability.

SEI Investments reports solid Q2 earnings, eyes revenue doubling

SEI Investments delivered a strong performance in Q2 2023, with revenue and net income growth, supported by strategic acquisitions and client wins across segments.
While facing challenges such as managing expenses and tax rates, the company remains focused on growth initiatives and revenue expansion to drive long-term value creation.
Opportunities lie in diversifying revenue streams, doubling revenue in the coming years, and optimizing capital allocation strategies for sustained growth and shareholder returns.

SEI Investments reports solid Q3 results amidst market challenges

SEI Investments delivered solid financial performance in Q3, showcasing revenue growth and strategic investments across key business segments. The company faced challenges in Institutional Investors but demonstrated resilience and adaptability.
Despite market pressures, SEI leveraged opportunities in client acquisitions, partnerships, and operational improvements to drive long-term value creation. The acquisition of the National Pension Trust and positive sales outlook position the company for continued growth.
SEI's ability to navigate market challenges, adjust costs, and maintain a focus on strategic growth underscores its commitment to delivering value for stakeholders and sustaining long-term success.

SEI Investments reports robust Q4 earnings, eyes growth amid challenges

SEI Investments delivered a strong performance in Q4 2023, with revenue and net income growth driven by strategic initiatives and operational efficiency.
Despite challenges related to margin sustainability and expenses, the company's focus on growth and innovation presents opportunities for long-term value creation.
Navigating market dynamics and addressing key priorities for 2024 will be crucial for SEI Investments to sustain its growth trajectory and competitive edge.

SEI Investments reports strong Q2 earnings and strategic growth plans

SEI Investments delivered a robust performance in Q2 2024, showcasing financial strength and strategic positioning for future growth.
While facing challenges in certain business segments, the company's proactive strategies and focus on client needs bode well for long-term success.
Opportunities for expansion and revenue growth through innovation and market trends position SEI Investments favorably in the financial services industry.

SEI Investments achieves record earnings, focuses on growth strategies

SEI Investments (SEIC) delivered a strong performance in Q3 2024, with record earnings and growth across all business segments, driven by strategic initiatives and market focus.
The company's emphasis on operational efficiency, client engagement, and market activity positions it well for sustained growth and value creation for shareholders in the long term.
While facing challenges in a dynamic market environment, SEI has opportunities to capitalize on its strengths in key business areas and drive further expansion through innovation and strategic partnerships.

SEI Investments reports robust earnings, focuses on operational enhancements

SEI Investments delivered strong financial performance in Q4 2024 and for the full year, demonstrating resilience and strategic foresight.
Despite facing challenges such as asset outflows, SEI's focus on operational improvements and financial strength bode well for future growth.
By addressing challenges, leveraging strengths, and capitalizing on opportunities, SEI is poised to navigate market dynamics and drive sustainable value creation.

SEI Investments reports strong Q1 earnings, eyes growth opportunities

SEI Investments (SEIC) delivered robust financial performance in Q1 2025, driven by strong EPS growth, record sales events, and operational resilience across business segments. The company's strategic initiatives, financial stability, and focus on growth opportunities position them well to navigate market challenges and drive sustained long-term value creation. SEI's proactive approach to balancing cost management, revenue growth, and strategic investments underscores their commitment to enhancing shareholder value and market competitiveness.

SEI Investments reports strong Q2 performance amidst strategic investments

SEI Investments showcased strong performance in net sales events and business unit revenue growth in Q2. Despite margin decreases from growth investments, the company is strategically allocating resources for long-term value. Challenges include managing one-time items impacting earnings and balancing growth investments with profitability. Opportunities lie in the partnership with Stratas, sales activity, talent, and technology investments for future growth.

SEI Investments achieves record EPS and strategic wins in Q3

SEI Investments reported record earnings per share, highlighted strategic wins, and expressed confidence in future prospects. The company's strong performance, coupled with ongoing initiatives, sets a positive trajectory for sustained growth and success.

SEI Investments achieves record Q4 earnings, eyes growth opportunities

SEI Investments delivered exceptional financial performance in Q4 2025, with record earnings per share and strong revenue generation. The company's strategic initiatives, including the Stratos partnership and focus on market trends, position it well for future growth. While challenges like market uncertainties and investor expectations exist, SEI Investments' proactive approach and commitment to shareholder value offer promising opportunities for sustained success.