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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SEI Investments (SEIC) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for SEI Investments (SEIC)

SEI Investments' (SEIC) European subsidiary will acquire National Pensions Trust from XPS Pensions Group. The deal will bolster the company's presence in the lucrative pensions industry.

SEI Investments' (SEIC) Arm to Acquire National Pensions Trust

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Supported by strong fundamentals and decent growth prospects, SEI Investments (SEIC) stock looks like an attractive pick right now.

5 Reasons to Invest in SEI Investments (SEIC) Stock Right Now

Appointment of Sneha Shah Reinforces SEI's Commitment to Driving Growth through Innovation OAKS, Pa. , June 20, 2023 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the appointment of Sneha Shah as an Executive Vice President and Head of New Business Ventures, reporting to CEO Ryan Hicke.

SEI Appoints Head of New Business Ventures

Robust AUM balance, strategic acquisitions and technological enhancements are likely to support SEI Investments (SEIC). However, high costs and increased exposure to fee-based revenues are headwinds.

SEI Investments (SEIC) Rides on Technology & AUM, Costs Rise

OAKS, Pa. , May 31, 2023 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on May 31, 2023 declared a regular semi-annual dividend of $0.43 (forty-three cents) per share. The cash dividend will be payable to shareholders of record on June 12, 2023, with a payment date of June 21, 2023.

SEI Declares Dividend of $0.43 per Share

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New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility OAKS, Pa. , May 16, 2023 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the addition of two tax-managed strategies to its suite of models featuring Capital Group®.

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

SEI Sphere to Drive Increased Operational Efficiency OAKS, Pa. , May 9, 2023 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that Barrow Hanley Global Investors (Barrow Hanley) selected SEI Sphere SM to migrate their core applications, platforms, and IT infrastructure to a Microsoft Azure cloud environment.

Barrow Hanley Global Investors Selects SEI for Cloud Migration and Services

While the top- and bottom-line numbers for SEI (SEIC) give a sense of how the business performed in the quarter ended March 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, SEI (SEIC) Q1 Earnings: A Look at Key Metrics

TORONTO--(BUSINESS WIRE)--CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, today announced a new strategic partnership with SEI® (NASDAQ: SEIC), a global provider of technology and investment solutions that connect the financial services industry. SEI will utilize CapIntel's intuitive sales platform to further streamline sales and marketing processes and enhance communications around SEI's.

CapIntel Announces Strategic Partnership with SEI

SEI Investments (SEIC) records a decline in revenues and marginally higher expenses in the first quarter of 2023.

SEI Investments (SEIC) Q1 Earnings Miss on Lower Revenues

Internal Mobility Promotes Talent Alignment and Diverse Perspectives OAKS, Pa. , April 21, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced leadership changes to execute against its strategic focus on transforming growth, investing in talent, and reigniting the company's culture.

SEI Evolves Leadership with Focus on Strategic Growth

SEI Investments Company (SEIC) Q1 2023 Earnings Call Transcript.

SEI Investments Company (SEIC) Q1 2023 Earnings Call Transcript

SEI Investments (SEIC) came out with quarterly earnings of $0.79 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $1.36 per share a year ago.

SEI Investments (SEIC) Q1 Earnings and Revenues Miss Estimates

OAKS, Pa. , April 20, 2023 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first-quarter 2023. Diluted earnings per share were $0.79 in first-quarter 2023 compared to $1.36 in first-quarter 2022.

SEI Reports First-Quarter 2023 Financial Results

OAKS, Pa. , April 18, 2023 /PRNewswire/ -- The Board of Directors of SEI Investments Company approved an increase in its stock repurchase program by an additional $250 million, increasing the available authorization under the program to approximately $263 million. About SEI® SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry.

SEI Increases Stock Share Repurchase Program by $250 Million

(NASDAQ: SEIC) intends to release earnings for the first-quarter 2023 on Thursday, April 20, 2023 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m. Eastern time.

SEI to Announce First-Quarter 2023 Earnings on Thursday, April 20, 2023

SEI (SEIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate SEI Investments (SEIC) to Report a Decline in Earnings: What to Look Out for

A diverse range of product offerings, strategic acquisitions and a robust AUM balance support SEI Investments' (SEIC) top-line growth. Yet, rising costs might hurt profits.

Technological Innovations Aid SEI Investments (SEIC), Costs Ail

SEI Sphere Provides Enterprise-wide Security Solution for IT OAKS, Pa. , Jan. 31, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Paducah Bank will expand its strategic partnership with SEI to migrate its core applications, platforms, and IT infrastructure to a Microsoft Azure cloud environment with SEI SphereSM.

Paducah Bank Expands Relationship with SEI for Cloud Migration and Services

Decline in revenues and AUM balance hurt SEI Investments' (SEIC) Q4 earnings.

SEI Investments (SEIC) Down 1.8% Despite Q4 Earnings Beat

SEI (SEIC) delivered earnings and revenue surprises of 5.06% and 0.09%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

News for SEI Investments Stock (SEIC)