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Nasdaq · Financials

SEI INVESTMENTS CO (SEIC)

As-reported financials and SEC filings for SEI INVESTMENTS CO. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About SEI INVESTMENTS CO

SEI Investments Company provides financial technology, operations, and asset management solutions to institutions such as banks, investment advisors, and asset managers. The company offers services including business process outsourcing, fund administration, custody, investment management, and technology platforms like the SEI Wealth Platform. SEI serves clients globally and manages or administers approximately $1.9 trillion in assets.

Snapshot

Revenue
$2.30B
Revenue growth (YoY)
8.1%
Net income
$715.3M
Diluted EPS
$5.63
Gross margin
Operating margin
27.3%
Net margin
31.1%
FCF margin
25.5%
ROE
29.1%
net income / fiscal-year-end equity
P/E
19.7×
trailing when available, otherwise FY EPS
Market cap
$13.40B
Long-term debt / equity
0.00×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Sei Investments

  • Revenue grew 8.1% to $2.3B in FY2025, slower than the 10.7% the year before.
  • Operating margin is 27.3% in FY2025, -1.5 pp against 28.8% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $642M, up 14.7% from Q2 FY2025.
  • Free cash flow was $585M in FY2025, 25.5% of revenue.
  • Net income rose 23.1% to $715M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Sei Investments’s fundamentals sit among the 425 Financials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin27.3%
71st percentile of 146
Net margin31.1%
85th percentile of 377
FCF margin25.5%
63rd percentile of 272
Revenue growth (YoY)+8.1%
43rd percentile of 420
ROE29.1%
93rd percentile of 375
P/E19.7×
74th percentile of 318
Long-term debt / equity0.00×
1st percentile of 194
Short interest3.50d
42nd percentile of 420

Sei Investments’s long-term debt to equity of 0.00 ranks in the 1st percentile of the 194 Financials companies reporting it. Sei Investments’s return on equity of 29.1% ranks in the 93rd percentile of the 375 Financials companies reporting it. Sei Investments’s net margin of 31.1% ranks in the 85th percentile of the 377 Financials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 15 insider sales totaling $20.9M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+5 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$125.3M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$29.3M334.3KReduced
Renaissance TechnologiesquantQ2 2026$25.0M284.7KReduced
Millennium ManagementquantQ2 2026$23.3M266.2KAdded
Markel GroupQ2 2026$15.2M173.2KHeld
Bridgewater AssociatesQ2 2026$12.7M144.4KReduced
Two Sigma InvestmentsquantQ2 2026$10.4M118.7KAdded
Citadel AdvisorsquantQ2 2026$8.1M92.4KAdded
Gotham Asset ManagementQ2 2026$1.3M14.4KReduced

No longer held by: Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
15
$20.9M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-28
filed 2026-09-01
Peterson MichaelExecutive Vice PresidentSell37.5K$111.51$4.2M
2026-08-05
filed 2026-08-06
McCabe PhilipSee RemarksSell5.0K$105.50$532K
2026-08-04
filed 2026-08-06
McCabe PhilipSee RemarksSell25.0K$105.04$2.6M
2026-08-03
filed 2026-08-04
MCCARTHY KATHRYNDirectorSell10.0K$103.53$1.0M
2026-07-28
filed 2026-07-30
Peterson MichaelExecutive Vice PresidentSell25.0K$102.05$2.6M
2026-07-28
filed 2026-07-30
GUARINO CARLDirectorSell10.0K$103.19$1.0M
2026-07-28
filed 2026-07-30
Warner Mark AndrewSee Remarks*Sell7.4K$102.97$762K
2026-07-28
filed 2026-07-30
Warner Mark AndrewSee Remarks*Sell5.3K$102.01$541K
2026-07-28
filed 2026-07-30
Warner Mark AndrewSee Remarks*Sell2.3K$101.11$233K
2026-07-24
filed 2026-07-28
Sharma SanjaySee Remarks*Sell20.0K$99.33$2.0M
2026-06-29
WEST ALFRED P JRInsiderSell5.7K$87.18$493K
2026-06-29
WEST ALFRED P JRInsiderSell1.7K$88.09$148K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.8M
settled 2026-08-14
Change vs prior
-12.5%
vs previous settlement
Days to cover
3.50
at avg daily volume
Avg daily volume
516.9K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-141.8M-12.5%3.50
2026-07-312.1M-13.3%2.31
2026-07-152.4M-5.2%3.50
2026-06-302.5M+11.5%3.36
2026-06-152.3M-2.5%4.18
2026-05-292.3M+3.7%3.56
2026-05-152.2M+7.8%3.38
2026-04-302.1M-5.5%1.49

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$2.30B$2.13B$1.92B$1.99B$1.92B
Gross profit
Operating income$627.3M$551.7M$424.5M$475.8M$553.4M
Net income$715.3M$581.2M$462.3M$475.5M$546.6M
Diluted EPS$5.63$4.41$3.46$3.46$3.81

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$399.8M$840.2M$834.7M$853.0M$831.4M
Current assets$1.27B$1.55B$1.48B$1.45B$1.40B
Total assets$2.68B$2.52B$2.38B$2.35B
Current liabilities$387.2M$380.5M$353.0M$397.9M$355.7M
Long-term debt$0
Total liabilities$432.5M$388.2M$429.7M$493.9M
Total equity$2.46B$2.25B$2.13B$1.95B$1.86B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$607.7M$622.3M$447.0M$566.1M$633.1M
Capital expenditure$22.6M$32.2M$24.8M$39.2M$26.5M
Free cash flow$585.0M$590.1M$422.2M$526.9M$606.6M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$641.6M14.7%$195.7M$1.59
Q1 FY2026$622.2M12.8%$174.5M$1.40
Q4 FY2025$607.9M9.1%$172.5M$1.38
Q3 FY2025$578.5M7.7%$164.2M$1.30
Q2 FY2025$559.6M7.8%$227.1M$1.78
Q1 FY2025$551.3M7.8%$151.5M$1.17
Q4 FY2024$557.2M14.9%$155.8M$1.19
Q3 FY2024$537.4M12.7%$154.9M$1.19

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorFinancials
SIC industrySecurity Brokers, Dealers & Flotation Companies
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2014
SEC CIK350894

Selected SEC filings

10-K2026-02-23
View on EDGAR →
10-Q2026-07-27
View on EDGAR →
10-Q2026-04-27
View on EDGAR →
8-K2026-07-22
View on EDGAR →
8-K2026-05-28
View on EDGAR →
8-K2026-04-22
View on EDGAR →
8-K2026-03-02
View on EDGAR →

Largest Financials peers

All Financials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.