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.

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SEI Investments reports Q4 decline, eyes growth in cybersecurity

SEI Investments faced challenges with declines in Q4 2022 revenues and earnings but showcased strengths in strategic business segments and successful recontracting efforts. Initiatives for 2023 focus on growth areas like cybersecurity and RIA, highlighting a proactive approach to future opportunities.
The company must address challenges such as margin trajectory and revenue growth while capitalizing on opportunities in cross-selling and deepening client relationships. Optimism for future growth and commitment to strategic initiatives position SEI Investments for continued success.

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.

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OAKS, Pa., July 14, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) intends to release earnings for the second-quarter 2021 on Wednesday, July 21, 2021 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m.

SEI to Announce Second-Quarter 2021 Earnings on Wednesday, July 21, 2021

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OAKS, Pa., June 30, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the expansion of its strategic partnership with Capital Group ®, home of American Funds®, adding U.S.-focused strategies to the SEI American Funds® Strategies family. The new solutions provide greater investment flexibility for independent advisors through the SEI Wealth PlatformSM (Platform).

SEI American Funds Strategies Expands with U.S.-Focused Offerings

OAKS, Pa., June 21, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced a strategic realignment of Independent Advisor Solutions by SEI to better serve financial advisors' needs in the face of industry change and investor evolution. "Financial advisors are experiencing a time of tremendous transformation.

SEI Announces New Strategic Alignment of Advisor Business

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OAKS, Pa., June 9, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced that the company will virtually attend Piper Sandler's Global Exchange & FinTech Conference and Morgan Stanley's U.S. Financials, Payments & CRE Conference. Company representatives will participate in a fireside chat at each conference to discuss SEI's strategic direction, business activities and opportunities for growth.

SEI to Host Fireside Chats at Upcoming Industry Conferences

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OAKS, Pa., June 2, 2021 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on June 2, 2021 declared a dividend of $0.37 (thirty-seven cents) per share. The cash dividend will be payable to shareholders of record on June 14, 2021, with a payment date of June 22, 2021.

SEI Declares Dividend of $0.37 per Share

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OAKS, Pa., May 25, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC), a leading provider of outsourced chief investment officer (OCIO) services and custom platforms to support insourced investment staffs, today announced the findings of its most recent update to its series on spending practices among nonprofit organizations in North America. The paper highlights that more than two-thirds (69%) of participants say the pandemic has had no effect on their spending rates.

SEI Releases 2021 Update of Research on Nonprofit Organizations' Spending Policies

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OAKS, Pa., May 6, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced it has won the Family Wealth Report Awards' "Outsourcing/Business Process Outsourcing" category for the second consecutive year. SEI received this year's recognition for its suite of end-to-end outsourced solutions, including the SEI Wealth PlatformSM and Archway PlatformSM, designed to meet the unique needs of wealth managers, family offices and the institutions who serve them.

SEI Wins in "Outsourcing/Business Process Outsourcing" at Family Wealth Report Awards 2021

Higher expenses hurt SEI Investments' (SEIC) Q1 earnings, while revenue growth and solid AUM balance offer some support.

SEI Investments (SEIC) Dip 1.6% as Q1 Earnings & Revenues Miss

SEI (SEIC) delivered earnings and revenue surprises of -1.11% and -0.06%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Lags Q1 Earnings and Revenue Estimates

Shares of SEI Investments (NASDAQ:SEIC) were flat in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 23.61% year over year to $0.89, which beat the estimate of $0.88.

SEI Investments: Q1 Earnings Insights

OAKS, Pa., April 21, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first-quarter 2021. Diluted earnings per share were $0.89 in first-quarter 2021 compared to $0.72 in first-quarter 2020.

SEI Reports First-Quarter 2021 Financial Results

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OAKS, Pa., April 14, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) intends to release earnings for the first-quarter 2021 on Wednesday, April 21, 2021 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m.

SEI to Announce First-Quarter 2021 Earnings on Wednesday, April 21, 2021

SEI Investments' (SEIC) acquisition of Oranj Platform will enhance its digital capabilities and support the SEI Wealth Platform.

SEI Investments' (SEIC) Oranj Platform Buyout to Boost SWP

OAKS, Pa., March 31, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Oranj's cloud-native technology platform providing digital collaboration tools to financial advisors and their clients. For advisors working with Independent Advisor Solutions by SEI, the acquisition is expected to unlock new opportunities for tech-forward client engagement, including a client portal that delivers the financial insights investors have come to expect in a digital-first world.

SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

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OAKS, Pa., March 22, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced that Progress Bank and American Riviera Bank selected SEI IT Services to support their expanding information technology (IT) infrastructure, including network operations and cybersecurity services. With more than 50 years of experience in delivering leading technology platforms and solutions to financial institutions globally, SEI is extending its services to clients in a new business solution designed to optimize, monitor and protect clients' enterprise technology infrastructure.

News for SEI Investments Stock (SEIC)