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SEI Investments Company (SEIC) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Financials· Jul 22, 2026

Source: earnings call transcript

SEI delivered a record-breaking second quarter, reflecting the successful execution of strategic initiatives and the conversion of prior sales success into strong financial performance. The company is seeing broad-based growth and margin expansion across most segments, driven by operating leverage and disciplined expense management, while continuing to invest in future growth areas like private markets, asset management, and AI-driven technology.

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SEIC operating KPIs by quarter

SEIC operating KPIs stated on its earnings calls, by fiscal quarter
KPI Mar 2026 Q1 FY26This call Jun 2026 Q2 FY26Change vs prior quarter
Net new assets LSV
~-$2B LSV had a strong start to the year with key products in Global and US Large Cap outperforming benchmarks by single-digit percentages in Q1, more than offsetting market weakness in March and approximately $2 billion of net outflows in the quarter. Source: earnings call transcript
~$2B LSV generated net inflows of approximately $2 billion during the quarter, a notable reversal from recent trends. Source: earnings call transcript
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Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.