AI brief of an SEC Form 8-K · SEI Investments (SEIC)

SEI Q3 2026 revenue up 14%, GAAP EPS up 6% to $1.38; buyback raised by $800 million

Positive Impact 4 of 5 earnings

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.

Key points

  • 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

The filing

CompanySEI Investments (SEIC)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:06 PM ET
Accession number0000350894-26-000051

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.