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 Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

SEI (SEIC) reported earnings 30 days ago. What's next for the stock?

Why Is SEI (SEIC) Up 6.1% Since Last Earnings Report?

While higher costs might hurt SEI Investments' (SEIC) bottom line, its diversified products and services as well as solid AUM balance position it well for the future.

Solid Asset Balance Aids SEI Investments Despite High Costs

OAKS, Pa., May 18, 2020 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced its Advisors' Inner Circle Fund® Trust (AIC) platform now provides asset managers the opportunity to launch Auction Funds within its turnkey operational infrastructure. The AIC platform's expansion allows managers...

SEI's Advisors' Inner Circle Fund Expands Platform to Service Auction Funds

Arista Networks

National Beverage

Interactive Brokers

Medpace Holdings

SVB Financial Group

Take-Two Interactive Software

UniFirst

The last time value stocks were in style, Abraham Lincoln still had a Pennsylvania Avenue address.

10 Best Value Stocks for Gritting Out the Downturn

Sprouts Farmers Markets

Williams-Sonoma

In order to unearth stocks that represent reasonably priced strong businesses capable of generating high share price returns, I have screened the market for companies with the following characteristics:

A Trio of Stocks With Enticing Valuations

SEI Investments (SEIC) records higher revenues and expenses in the first quarter of 2020.

SEI Investments (SEIC) Q1 Earnings Lag Estimates, AUM Declines

SEI Investments Company (SEIC) CEO Al West on Q1 2020 Results - Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of -6.49% and 0.97%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Lags Q1 Earnings Estimates

SEI Investments' (SEIC) latest share-repurchase authorization increases the existing program to about $272 million.

SEI Investments (SEIC) Rolls Out Share-Buyback Plan Worth $250M

Caterpillar

Cullen/Frost Bankers

Carlisle Companies

Chevron

Lowe's

Polaris

1st Source

T. Rowe Price Group

Exxon Mobil

The 10 Best Dividend Aristocrats To Buy During This Correction

Invesco

IVZ vs. SEIC: Which Stock Is the Better Value Option?

Why Is SEI (SEIC) Down 11.8% Since Last Earnings Report?

SEI Investments (SEIC) witnesses higher revenues and expenses in the fourth quarter of 2019.

SEI Investments (SEIC) Lags on Q4 Earnings as Expenses Rise

SEI Investments Company (SEIC) CEO Al West on Q4 2019 Results - Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of -2.33% and 0.18%, respectively, for the quarter ended December 2019. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Q4 Earnings Lag Estimates

Ameriprise Financial

Blackrock Inc

Legg Mason

Results of investment management stocks are likely to reflect net inflows and higher assets backed by support from solid equity markets.

Investment Managers' Earnings on Jan 29: IVZ, LM, TROW & More

Apartment Investment and Management

Alexion Pharma

Lear

For fourth-quarter 2019, earnings trends are improving as companies are coming up with their reports.

4 Top-Ranked Stocks Poised to Beat on Q4 Earnings Next Week

"CEOs need to be shareholders. They should have just as much at stake as their employees or their investors.

Urbem's 'Wonderful Business' Series: SEI Investments

Why Is SEI (SEIC) Up 5.3% Since Last Earnings Report?

SEI Investments (SEIC) witnesses higher revenues and lower expenses in the third quarter of 2019.

SEI Investments (SEIC) Beats on Q3 Earnings, Revenues Grow

SEI Investments Company (SEIC) CEO Al West on Q3 2019 Results - Earnings Call Transcript

Blackstone Group

Raymond James

Results of investment management stocks are likely to reflect modest asset inflows amid challenging operating environment.

Investment Managers' Earnings on Oct 23: IVZ, RJF, BX & More

SEI Investments is both a financial software provider and an investment management shop.

SEI Investments: A Wonderful Business At An Attractive Price

Air Products and Chemicals

Roper Technologies

Walgreens

To become a "Dividend Aristocrat," a dividend paying company must accomplish an incredible feat: consistently increase shareholder dividends every year for at least 20 consecutive years.

5 Dividend Aristocrats Where Analysts See Capital Gains

Abbott Labs

Five Dividend Aristocrats: Where Analysts See Capital Gains

News for SEI Investments Stock (SEIC)