SEIC

MKT CAP:$11B

SEI Investments Company

Market Cap

$11B

Financial Services·Asset Management·🇺🇸 United States·NASDAQ

Financials·Asset Management·🇺🇸·NASDAQ

Stock Price

$88.84+$5.83 (+7.02%)

Apr 24, 2026

Company Details

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing ...

CEO

Ryan Hicke

IPO Date

Mar 25, 1981

Website

www.seic.com

Key Metrics TTM

Revenue

$2.3B

+8.8% YoY

Net Income

$717M

EPS (Diluted)

$5.65

Free Cash Flow

$641M

Revenue / Share

$18.57

Gross Margin

45.3%

Operating Margin

28.3%

Net Margin

31.0%

FCF Margin

27.7%

P/S

4.7x

P/E

15.0x

Earnings Reports

Q1 2026

Apr 22, 2026

NEW

$622M+12.8%EPS $1.40

FY 2025

Feb 23, 2026

$2.3B+8.1%EPS $5.63

Q3 2025

Oct 27, 2025

$579M+7.7%EPS $1.30

Q2 2025

Jul 28, 2025

$560M+7.8%EPS $1.78

Q1 2025

Apr 28, 2025

$551M+7.8%EPS $1.17

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$581M	$360M	$215M
Q2 22	$482M	$266M	$116M
Q3 22	$471M	$190M	$51M
Q4 22	$457M	$229M	$94M
Q1 23	$469M	$241M	$102M
Q2 23	$489M	$258M	$113M
Q3 23	$477M	$241M	$108M
Q4 23	$485M	$245M	$102M
Q1 24	$512M	$263M	$126M
Q2 24	$519M	$278M	$137M
Q3 24	$537M	$289M	$144M
Q4 24	$557M	$298M	$146M
Q1 25	$551M	$435M	$157M
Q2 25	$560M	$301M	$149M
Q3 25	$579M	$310M	$160M
Q1 26	$622M	$0	$189M

Valuation

Quarter	P/S	P/E
Q1 22	5.3x	17.7x
Q2 22	5.2x	18.4x
Q3 22	5.3x	21.1x
Q4 22	5.4x	22.6x
Q1 23	5.7x	27.4x
Q2 23	5.7x	26.9x
Q3 23	5.7x	23.7x
Q4 23	5.6x	23.3x
Q1 24	5.5x	22.1x
Q2 24	5.4x	21.2x
Q3 24	5.2x	19.7x
Q4 24	5.1x	18.5x
Q1 25	5.0x	17.9x
Q2 25	4.9x	15.6x
Q3 25	4.8x	15.4x
Q1 26	4.7x	15.0x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q4 21	$149M	$139M
Q1 22	$260M	$245M
Q2 22	$70M	$52M
Q3 22	$98M	$74M
Q4 22	$138M	$120M
Q1 23	$114M	$95M
Q2 23	$68M	$53M
Q3 23	$164M	$148M
Q4 23	$101M	$92M
Q1 24	$112M	$93M
Q2 24	$115M	$101M
Q3 24	$200M	$188M
Q4 24	$195M	$184M
Q1 25	$146M	$130M
Q2 25	$97M	$105M
Q3 25	$238M	$221M

Capital Expenditures

Quarter	CapEx
Q4 21	$11M
Q1 22	$16M
Q2 22	$18M
Q3 22	$24M
Q4 22	$17M
Q1 23	$20M
Q2 23	$15M
Q3 23	$15M
Q4 23	$9M
Q1 24	$19M
Q2 24	$14M
Q3 24	$12M
Q4 24	$11M
Q1 25	$16M
Q2 25	$9M
Q3 25	$17M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+27.6%	+13.6%
Q2 22	+1.3%	+7.7%
Q3 22	-2.9%	+22.1%
Q4 22	-9.0%	+1.2%
Q1 23	-19.3%	+0.2%
Q2 23	+1.5%	+2.9%
Q3 23	+1.2%	-12.4%
Q4 23	+6.2%	+5.7%
Q1 24	+9.1%	+5.0%
Q2 24	+6.1%	+1.6%
Q3 24	+12.7%	+6.9%
Q4 24	+14.9%	+7.4%
Q1 25	+7.8%	+2.2%
Q2 25	+7.8%	+7.4%
Q3 25	+7.7%	+6.3%
Q1 26	+11.7%	+5.1%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q4 21	$10M	2.0%
Q1 22	$11M	1.8%
Q2 22	$10M	2.1%
Q3 22	$11M	2.3%
Q4 22	$8M	1.8%
Q1 23	$8M	1.7%
Q2 23	$7M	1.5%
Q3 23	$8M	1.7%
Q4 23	$8M	1.6%
Q1 24	$11M	2.2%
Q2 24	$12M	2.4%
Q3 24	$14M	2.5%
Q4 24	$21M	3.8%
Q1 25	$14M	2.6%
Q2 25	$14M	2.5%
Q3 25	$14M	2.4%

OpEx Breakdown

Quarter	R&D	G&A
Q1 22	—	$73M
Q2 22	—	$73M
Q3 22	—	$69M
Q4 22	—	$66M
Q1 23	—	$69M
Q2 23	—	$69M
Q3 23	—	$62M
Q4 23	—	$63M
Q1 24	—	$63M
Q2 24	—	$66M
Q3 24	—	$67M
Q4 24	—	$74M
Q1 25	$7M	$488M
Q2 25	—	$71M
Q3 25	—	$68M
Q1 26	—	$54M

Revenue Segments

Quarter	Asset Management, Administration And Distribution Fees	Information Processing And Software Servicing Fees
Q1 22	$394M	$187M
Q2 22	$383M	$99M
Q3 22	$372M	$99M
Q4 22	$365M	$91M
Q1 23	$372M	$97M
Q2 23	$379M	$110M
Q3 23	$381M	$96M
Q4 23	$384M	$101M
Q1 24	$404M	$107M
Q2 24	$409M	$110M
Q3 24	$424M	$114M
Q4 24	$440M	$118M
Q1 25	$432M	$119M
Q2 25	$438M	$122M
Q3 25	$462M	$117M

War Chest

Quarter	Cash	Short-term Investments	Total
Q2 22	$772M	$31M	$803M
Q3 22	$791M	$32M	$823M
Q4 22	$853M	$32M	$885M
Q1 23	$834M	$32M	$866M
Q2 23	$777M	$31M	$808M
Q3 23	$854M	$33M	$887M
Q4 23	$835M	$31M	$866M
Q1 24	$847M	$32M	$879M
Q2 24	$768M	$30M	$799M
Q3 24	$901M	$30M	$931M
Q4 24	$840M	$30M	$869M
Q1 25	$711M	$31M	$742M
Q2 25	$746M	$32M	$778M
Q3 25	$793M	$31M	$824M
Q4 25	$400M	$34M	$434M
Q1 26	$363M	$0	$363M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	140M	-1.1%	-3.8%
Q2 22	138M	-1.4%	-4.4%
Q3 22	136M	-1.1%	-4.3%
Q4 22	136M	-0.4%	-3.9%
Q1 23	135M	-0.4%	-3.2%
Q2 23	134M	-1.0%	-2.8%
Q3 23	134M	-0.3%	-2.1%
Q4 23	132M	-1.0%	-2.7%
Q1 24	133M	+0.4%	-1.9%
Q2 24	132M	-0.5%	-1.4%
Q3 24	131M	-1.1%	-2.1%
Q4 24	132M	+0.8%	-0.3%
Q1 25	129M	-1.7%	-2.5%
Q2 25	128M	-0.8%	-2.8%
Q3 25	126M	-1.6%	-3.3%
Q1 26	124M	-1.4%	-5.5%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$133.0K	4K
Q2 22	$110.2K	4K
Q3 22	$107.8K	4K
Q4 22	$95.0K	5K
Q1 23	$97.6K	5K
Q2 23	$101.8K	5K
Q3 23	$99.2K	5K
Q4 23	$95.8K	5K
Q1 24	$101.1K	5K
Q2 24	$102.5K	5K
Q3 24	$106.2K	5K
Q4 24	$110.0K	5K
Q1 25	$108.8K	5K
Q2 25	$110.5K	5K
Q3 25	$114.2K	5K
Q1 26	$124.4K	5K

Revenue / Employee