Every material Form 8-K SEI Investments filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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%.
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
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.
SEI Investments signed a new employment agreement with CEO Ryan Hicke dated January 13, 2026, replacing his prior agreement, which was set to expire June 1, 2026. The new term runs to June 1, 2031, with an initial $900,000 base salary and a $2,700,000 target cash bonus. The filing also sets out severance terms, including enhanced benefits if he leaves for good reason within 24 months after a change in control.
Initial annual base salary of $900,000, which can be increased but not decreased during the term
Initial annual target cash bonus of $2,700,000, based on individual and/or company performance
Term runs until June 1, 2031; prior agreement was set to expire June 1, 2026
Severance on termination without cause: 1.5 times base salary and 1.5 times annual bonus, paid over 18 months
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every SEI Investments filing is on SEC EDGAR ↗. 8-K briefs of other companies →