Oct 21, 4:06 PM ET
SEI reported third-quarter 2026 revenue of $662.0 million, up 14% from a year earlier, with GAAP diluted EPS of $1.38 versus $1.30 and adjusted diluted EPS of $1.64 versus $1.32. Results include a $32.5 million one-time charge tied to the termination agreement with Stratos. The board also approved an additional $800 million for the stock repurchase program, bringing available authorization to approximately $925.6 million.
- Revenue of $662.0 million, up 14% from $578.5 million in Q3 2025; GAAP operating income of $198.0 million, up 24%
- GAAP diluted EPS of $1.38 versus $1.30; adjusted diluted EPS of $1.64 versus $1.32
- $32.5 million one-time charge associated with the Stratos termination agreement to purchase NSC, a Mexican subsidiary
- On October 20, 2026, the board approved an additional $800 million repurchase authorization, for approximately $925.6 million available
Read the filing on SEC.gov ↗
Jul 22, 4:03 PM ET
SEI Investments reported second-quarter 2026 revenue of $641.6 million, up 15% from a year earlier, and operating income of $197.0 million, up 33%. GAAP diluted earnings per share fell 11% to $1.59 because the prior-year quarter included a $94.4 million gain on the sale of a business, while adjusted diluted EPS rose 38% to $1.66.
- Revenue was $641.6 million versus $559.6 million a year earlier; income from operations was $197.0 million versus $148.6 million.
- GAAP diluted EPS was $1.59 versus $1.78, down 11%; the prior-year quarter included a $94.4 million gain on the sale of Family Office Services.
- Adjusted diluted EPS, a non-GAAP measure, was $1.66 versus $1.20, up 38%.
- The company repurchased 1.3 million shares for $112.4 million and reported ending assets under management of $606.7 billion, up 9.5%.
Read the filing on SEC.gov ↗
Apr 22, 4:03 PM ET
SEI Investments reported first-quarter 2026 results with revenue of $622.2 million, up 13% from a year earlier, and diluted earnings per share of $1.40, up 20% from $1.17. Operating margin widened to 30% from 28%, and the company repurchased 2.6 million shares for $208.3 million during the quarter.
- Revenue $622.2 million vs. $551.3 million in Q1 2025, up 13%
- Diluted EPS $1.40 vs. $1.17; adjusted diluted EPS $1.44 vs. $1.19 (non-GAAP)
- Net sales events totaled $67.2 million, a record level per the company, with $57.1 million recurring
- Share repurchases of 2.6 million shares for $208.3 million at an average price of $81.55
Read the filing on SEC.gov ↗
Jan 28, 4:03 PM ET
SEI Investments reported fourth-quarter 2025 revenue of $607.9 million, up 9% from a year earlier, and diluted earnings per share of $1.38, up 16%. Results included about $0.08 of EPS reduction from $20.1 million of severance and M&A fees tied to the Stratos acquisition, which was completed in the quarter for $440.8 million in cash.
- Q4 2025 operating income was $161.6 million, up 11%, and operating margin was 27%.
- Full-year 2025 revenue was $2.30 billion, up 8%, and diluted EPS was $5.63, up 28% from $4.41.
- SEI repurchased 1.2 million shares for $101.0 million in Q4 2025, bringing 2025 repurchases to 7.5 million shares.
- Fourth-quarter net sales events totaled $43.6 million, and full-year net sales events reached $149.9 million.
Read the filing on SEC.gov ↗
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