Jun 2026 (Q2 FY26) — Jul 22, 2026
SEI Investments Company Q2 FY26 — Record Revenue, Profit, and EPS Driven by Strategic Execution and Sales Conversion
Read the full callSEI Investments Company (SEIC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
SEI Investments Company earnings: last reported Wed, 22 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 642 | +14.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 30.7 | +4.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 196 | −13.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$102.3 −2.11% · −$2.2
Performance +25.7% 1Y
1Y: $81.41 on 22 Oct 2025 → $102.3. High $111.63 (28 Aug 2026), low $75.18 (7 Apr 2026).
- Previous close
- $104.5
- 52-week range
- $75.18 – $111.63
- One year
- +25.48%
Overview
- Symbol
- SEIC
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 22, 2026
SEI Investments Company Q1 FY26 — Record Sales Events and Strong Margin Expansion
Read the full callEvery analysed call
SEI Investments Company earnings calls (SEIC)
Financials
What the filings say
Net profit, year on year: −14% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 537 | 557 | 551 | 560 | 579 | 608 | 622 | 642 |
| Expenses | 394 | 412 | 394 | 411 | 419 | 446 | 433 | 445 |
| Operating profit | 144 | 146 | 157 | 149 | 160 | 162 | 189 | 197 |
| Operating margin | 26.8% | 26.1% | 28.5% | 26.6% | 27.6% | 26.6% | 30.5% | 30.7% |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| Profit before tax | 202 | 191 | 196 | 292 | 211 | 217 | 231 | 253 |
| Tax rate | 23.4% | 18.5% | 22.8% | 22.3% | 21.9% | 19.7% | 23.4% | 21.2% |
| Net profit | 155 | 156 | 152 | 227 | 164 | 173 | 174 | 196 |
| EPS ($ per share) | 1.20 | — | 1.20 | 1.82 | 1.33 | — | 1.43 | 1.63 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 518 | 602 | 565 | 633 | 694 | 763 | 758 | 792 |
| Total liabilities | 379 | 413 | 427 | 494 | 430 | 388 | 432 | — |
| Fixed assets | 146 | 161 | 189 | 179 | 181 | 171 | 160 | 150 |
| Total assets | 1,972 | 2,151 | 2,167 | 2,355 | 2,384 | 2,520 | 2,685 | — |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 588 | 545 | 489 | 633 | 566 | 447 | 622 | 608 |
| Cash from investing | -123 | -78 | -67 | -165 | -90 | -142 | -117 | -399 |
| Cash from financing | -444 | -387 | -482 | -422 | -437 | -331 | -494 | -589 |
| Net cash flow | 10 | 87 | -57 | 44 | 22 | -18 | 5 | -370 |
| Capital expenditure | -29 | -43 | -54 | -26 | -39 | -25 | -32 | -23 |
| Free cash flow | 559 | 502 | 434 | 607 | 527 | 422 | 590 | 585 |
SEIC revenue by segment
Investment Advisors grew from 24% to 28% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Investment Managers | 34% | 34% | 35% | 35% | 36% | 36% | 35% | 35% | +16.7% |
| Investment Advisors | 24% | 25% | 25% | 25% | 25% | 26% | 27% | 28% | +29.7% |
| Private Banks | — | — | 25% | 25% | 25% | — | 24% | 24% | +10.9% |
| Institutional Investors | 13% | 13% | 12% | 12% | 12% | 12% | 11% | 11% | +0.5% |
| Investments In New Businesses | 3% | 3% | 3% | 3% | 1% | 1% | 1% | 1% | -42.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
SEIC operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Net new assets LSV | ~-$2BLSV 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 | ~$2BLSV generated net inflows of approximately $2 billion during the quarter, a notable reversal from recent trends.Source: earnings call transcript | — |
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.
Revenue by region
Q2 FY2026 · share of revenue
- US 85%
- GB 7% ↓ 1 pt
- IE 4% ↑ 1 pt
- CA 2%
- LU 2%
As SEIC cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
100 filings between Nov 11, 2025 and Sep 30, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$53.59M
40 sales by 11 insiders
Compensation
not trading decisions- 16
- Award — granted as compensation
- 34
- Option exercise — converted options into shares
- 9
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| WEST ALFRED P JR | — | $15.51M | Sep 30, 2026 |
| Hicke Ryan | — | $11.14M | Sep 3, 2026 |
| Peterson Michael | — | $9.74M | Aug 28, 2026 |
| McCabe Philip | — | $5.50M | Aug 5, 2026 |
| Sharma Sanjay | — | $4.24M | Jul 24, 2026 |
| Warner Mark Andrew | — | $2.23M | Jul 28, 2026 |
| MCCARTHY KATHRYN | — | $1.95M | Aug 3, 2026 |
| DORAN WILLIAM | — | $1.04M | Jun 9, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | WEST ALFRED P JR Insider | Sale | 5,483 | $565.6K |
| Sep 29, 2026 | WEST ALFRED P JR Insider | Sale | 28,394 | $2.94M |
| Sep 22, 2026 | LANE MICHAEL Executive Vice President | Sale | 2,400 | $246.7K |
| Sep 3, 2026 | Hicke Ryan Chief Executive Officer | Option exercise | 20,000 | $1.29M |
| Sep 3, 2026 | Hicke Ryan Chief Executive Officer | Sale | 37,500 | $4.15M |
| Sep 3, 2026 | Hicke Ryan Chief Executive Officer | Option exercise | 17,500 | $848.2K |
| Sep 1, 2026 | ROMEO CARMEN Director | Option exercise | 5,000 | $248.2K |
| Sep 1, 2026 | ROMEO CARMEN Director | Sale | 5,000 | $548.5K |
| Aug 28, 2026 | Peterson Michael Executive Vice President | Sale | 37,500 | $4.18M |
| Aug 28, 2026 | Peterson Michael Executive Vice President | Option exercise | 37,500 | $2.12M |
| Aug 5, 2026 | McCabe Philip See Remarks | Sale | 5,043 | $532.0K |
| Aug 5, 2026 | McCabe Philip See Remarks | Option exercise | 5,043 | $250.3K |
| Aug 4, 2026 | McCabe Philip See Remarks | Option exercise | 9,957 | $494.2K |
| Aug 4, 2026 | McCabe Philip See Remarks | Sale | 24,957 | $2.62M |
| Aug 4, 2026 | McCabe Philip See Remarks | Option exercise | 15,000 | $744.5K |
| Aug 3, 2026 | MCCARTHY KATHRYN Director | Option exercise | 5,000 | $355.6K |
| Aug 3, 2026 | MCCARTHY KATHRYN Director | Option exercise | 5,000 | $355.6K |
| Aug 3, 2026 | MCCARTHY KATHRYN Director | Sale | 10,000 | $1.04M |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Option exercise | 2,500 | $161.1K |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Option exercise | 2,500 | $161.1K |
| Jul 28, 2026 | Peterson Michael Executive Vice President | Sale | 25,000 | $2.55M |
| Jul 28, 2026 | Peterson Michael Executive Vice President | Option exercise | 25,000 | $1.39M |
| Jul 28, 2026 | GUARINO CARL Director | Option exercise | 5,000 | $248.2K |
| Jul 28, 2026 | GUARINO CARL Director | Option exercise | 5,000 | $248.2K |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Sale | 7,400 | $762.0K |
| Jul 28, 2026 | GUARINO CARL Director | Sale | 10,000 | $1.03M |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Sale | 5,300 | $540.7K |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Sale | 2,300 | $232.5K |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Option exercise | 5,000 | $282.7K |
| Jul 28, 2026 | Warner Mark Andrew See Remarks* | Option exercise | 5,000 | $282.7K |
| Jul 24, 2026 | Sharma Sanjay See Remarks* | Sale | 20,000 | $1.99M |
| Jul 24, 2026 | Shah Sneha S. See Remarks* | Tax withheld | 3,746 | $362.4K |
| Jul 24, 2026 | Sharma Sanjay See Remarks* | Option exercise | 10,000 | $711.2K |
| Jul 24, 2026 | Sharma Sanjay See Remarks* | Option exercise | 10,000 | $711.2K |
| Jun 29, 2026 | WEST ALFRED P JR Insider | Sale | 1,680 | $148.0K |
| Jun 29, 2026 | WEST ALFRED P JR Insider | Sale | 5,652 | $492.7K |
| Jun 26, 2026 | WEST ALFRED P JR Insider | Sale | 3,838 | $336.5K |
| Jun 26, 2026 | WEST ALFRED P JR Insider | Sale | 46,162 | $4.03M |
| Jun 9, 2026 | DORAN WILLIAM Director | Sale | 5,000 | $452.5K |
| May 4, 2026 | MCCARTHY KATHRYN Director | Option exercise | 5,000 | $248.2K |
| May 4, 2026 | MCCARTHY KATHRYN Director | Sale | 10,000 | $910.7K |
| May 4, 2026 | MCCARTHY KATHRYN Director | Option exercise | 5,000 | $248.2K |
| Apr 28, 2026 | Warner Mark Andrew In Remarks | Option exercise | 4,000 | $193.9K |
| Apr 28, 2026 | Warner Mark Andrew In Remarks | Sale | 4,000 | $364.6K |
| Apr 23, 2026 | McCabe Philip See Remarks | Sale | 15,000 | $1.38M |
| Apr 23, 2026 | Sharma Sanjay See Remarks* | Sale | 1,559 | $141.4K |
| Apr 23, 2026 | Sharma Sanjay See Remarks* | Sale | 23,441 | $2.11M |
| Apr 23, 2026 | Sharma Sanjay See Remarks* | Option exercise | 12,500 | $620.4K |
| Apr 23, 2026 | Peterson Michael EXECUTIVE VICE PRESIDENT | Option exercise | 10,000 | $484.7K |
| Apr 23, 2026 | Sharma Sanjay See Remarks* | Option exercise | 12,500 | $620.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for SEI INVESTMENTS CO
Free account. Everything above stays public.
Write why you follow SEI INVESTMENTS CO and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading
