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 is an overlooked dividend aristocrat. Shares of SEI Investments are attractively valued.

SEI Investments Is Another Decent Dividend Growth Stock

Practice Management Hub Offers Advisors Actionable Tools and Advice OAKS, Pa. , July 27, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of Growth Lab, a practice management hub featuring tools and extensive resources that help independent advisors deliver more value—and a complete experience—for their clients.

SEI Launches Growth Lab

SEI Investments (SEIC) records a year-over-year rise in revenues and expenses in the second quarter of 2022.

SEI Investments (SEIC) Q2 Earnings Miss, Costs & AUM Rise Y/Y

SEI Investments Company (NASDAQ:SEIC ) Q2 2022 Earnings Conference Call July 20, 2022 4:30 PM ET Company Participants Lindsey Opsahl – Head-Investor Relations Ryan Hicke – Chief Executive Officer Dennis McGonigle – Chief Financial Officer Phil McCabe – Executive Vice President, Head-Investment Manager Services Sanjay Sharma – Executive Vice President and Global Head-Private Banking Wayne Withrow – Executive Vice President, Independent Advisor Solutions Conference Call Participants Ryan Kenny – Morgan Stanley Robert Lee – KBW Owen Lau – Oppenheimer Operator Ladies and gentlemen, thank you for standing by. Welcome to the SEI's Second Quarter 2022 Earnings Call.

SEI Investments Company's (SEIC) CEO Ryan Hicke on Q2 2022 Results - Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of -1.22% and 2.11%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Q2 Earnings Lag Estimates

OAKS, Pa. , July 20, 2022 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2022. Diluted earnings per share were $0.81 in second-quarter 2022 compared to $0.93 in second-quarter 2021.

SEI Reports Second-Quarter 2022 Financial Results

Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time OAKS, Pa.

SEI to Announce Second-Quarter 2022 Earnings on Wednesday, July 20, 2022

Collaboration Delivers More Investment Flexibility for Advisors OAKS, Pa. , June 28, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of the SEI Strategies featuring Dimensional, a suite of model portfolios developed using ETFs managed by Dimensional Fund Advisors (Dimensional).

SEI Introduces the SEI Strategies Featuring Dimensional

Strength of Talent Reinforces Company's Commitment to RIAs OAKS, Pa. , June 22, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced its expanded strategic focus on accelerating growth in the registered investment advisor (RIA) market with a full suite of solutions and services, including custody, for RIAs.

SEI Continues Momentum with Focus on Growth in RIA Market

Evolution of SEI's Leadership Reinforces Strategic Focus on Driving Growth OAKS, Pa. , June 16, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Sanjay Sharma has been appointed to lead its Private Banking business segment.

Sanjay Sharma to Lead SEI's Private Banking Business

OAKS, Pa. , June 7, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the company is launching a multi-faceted approach designed to enhance talent attraction and development to drive future growth. During the first phase, SEI is offering an enhanced voluntary separation program to long-tenured employees as part of its commitment to professional development and expanded responsibilities for current and new talent by increasing advancement opportunities.

SEI Focuses on Aligning Talent to Drive Future Growth

NEW YORK--(BUSINESS WIRE)--Vontobel has partnered with SEI Trust Company for a suite of Collective Investment Trusts.

Vontobel Expands Retirement Plan Offerings With Quality Growth Collective Investment Trusts

Company Increases Share Repurchase Program by $200 Million OAKS, Pa. , June 1, 2022 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on June 1, 2022 declared a regular semi-annual dividend of $0.40 (forty cents) per share.

SEI Declares Dividend of $0.40 per Share

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SEI Investments (SEIC) is a Top-Ranked Growth Stock: Should You Buy?

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

SEI (SEIC) Down 3.3% Since Last Earnings Report: Can It Rebound?

New ETF Suite Leverages Proprietary Factor-Based Approach OAKS, Pa. , May 18, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of its first ETFs, a suite of four large-cap, factor-based strategies designed to support a goals-based wealth management approach.

SEI Launches its First ETFs

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My, Oh My, 10 Dividend Aristocrat Strong Buys

New Solutions Deliver Enhanced Tax Efficiency and Investment Flexibility OAKS, Pa. , May 4, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced it has expanded its suite of models featuring Capital Group exchange traded funds (ETFs) and American Funds mutual funds to include 12 new tax-sensitive solutions.

SEI Adds Suite of Tax-Sensitive Strategies Featuring Capital Group ETFs and American Funds

Appointment Reinforces SEI's Commitment to Nurturing Environment of Respect and Belonging OAKS, Pa. , May 3, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Denis Okema joined the company as its Director of Diversity and Inclusion.

Denis Okema Joins SEI as Director of Diversity and Inclusion

Growth Reinforces Value of SEI's Comprehensive CIT Trustee Services and Turnkey Operational Platform OAKS, Pa. , April 25, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC), a leading global provider of technology and investment solutions, announced today that its collective investment trust (CIT) business has eclipsed over $200 billion in net assets as of April 1 , 2022, representing a 117% increase year over year.

SEI's Collective Investment Trust Business Surpasses $200 Billion In Net Assets

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This GARP Scores a Perfect 100

Rise in revenues and solid AUM balance support SEI Investments' (SEIC) Q1 earnings.

SEI Investments' (SEIC) Q1 Earnings Meet, Revenues Rise

SEI Investments Company (NASDAQ:SEIC ) Q1 2022 Earnings Conference Call April 20, 2022 4:30 PM ET Company Participants Al West - Chairman and Chief Executive Officer Ryan Hicke - Executive Vice President Dennis McGonigle - Chief Financial Officer Al Chiaradonna – Senior Vice President, SEI Wealth Platform Phil McCabe - Head of Investment Manager Services Wayne Withrow - Executive Vice President, Independent Advisor Solutions Paul Klauder - Executive Vice President, Head of the Institutional Group Conference Call Participants Ryan Bailey - Goldman Sachs Owen Lau - Oppenheimer Ryan Kenny - Morgan Stanley Robert Lee - KBW Michael Young - Truist Securities Chris Donat - Piper Sandler Operator 00:04 Ladies and gentlemen thank you for standing by and welcome to the SEI First Quarter 2022 Earnings Call. At this time, all lines are in a listen-only mode.

SEI Investments Company's (SEIC) CEO Al West on Q1 2022 Results - Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of 0% and 4.18%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Meets Q1 Earnings Estimates

OAKS, Pa. , April 20, 2022 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first-quarter 2022. Diluted earnings per share were $1.36 in first-quarter 2022 compared to $0.89 in first-quarter 2021.

News for SEI Investments Stock (SEIC)