SEI INVESTMENTS CO(SEIC)— Stock Profile, AI Score & Financials
Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
SEI INVESTMENTS CO (SEIC) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores SEIC at 69.6/100 on a 32-signal composite quality model, placing it at rank #254 of 2,960 stocks — the top 10% of the AI-ranked universe. SEIC scores in the top quartile across balance sheet strength (96.7), free cash flow (81.8), profitability (80.4). Shareholder dilution risk is elevated at 37.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SEI INVESTMENTS CO reports quarterly revenue of $641.6M, net income of $195.7M, an operating margin of 30.7%. Top institutional holders of SEIC by reported 13-F value include BlackRock, LOOMIS SAYLES & L P, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SEIC trades on the Nasdaq exchange and files with the SEC under CIK 350894. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SEIC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SEI INVESTMENTS CO directly from SEC EDGAR.
AI Quality Score
69.6/100
AI Rank
#254
Revenue
$641.6M
Net Income
$195.7M
Free Cash Flow
$117.2M
Operating Margin
30.7%
SEIC key financials by period
SEI INVESTMENTS CO reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$2.3B
$715.3M
27.3%
FY 2024
10-K
$2.1B
$581.2M
26.0%
FY 2023
10-K
$1.9B
$462.3M
22.1%
FY 2022
10-K
$2.0B
$475.5M
23.9%
FY 2021
10-K
$1.9B
$546.6M
28.8%
FY 2020
10-K
$1.7B
$447.3M
26.5%
Institutions holding SEIC
Institutional investors reporting a position in SEI INVESTMENTS CO on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-27 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 15% to $641.6M and income from operations jumped 33% to $197.0M, but net income fell 14% to $195.7M against last year's $94.4M divestiture gain.
Biggest Revenue Drivers
Investment Managers$227.7M+17% YoY
Increased administration fees from additional services to largest alternative fund clients and positive cash flows into alternative and traditional funds
Investment Advisors$177.9M+30% YoY
Separately managed account and Strategist program growth from new and existing clients, market appreciation, and revenues from the Stratos acquisition
Biggest Revenue Drivers
Total revenue: $641.6M+15% YoY
Investment Managers$227.7M+17% YoY
Increased administration fees from additional services to largest alternative fund clients and positive cash flows into alternative and traditional funds
Investment Advisors$177.9M+30% YoY
Separately managed account and Strategist program growth from new and existing clients, market appreciation, and revenues from the Stratos acquisition
Private Banks$156.9M+11% YoY
New SEI Wealth Platform client conversions and growth from existing SWP clients on market appreciation and increased transaction volumes
Institutional Investors$69.7M+1% YoY
Higher assets under management from market appreciation and new OCIO clients, partly offset by decreased fees from client losses
Investments in New Businesses$9.5M-43% YoY
Divestiture of the SEI Family Office Services business in June 2025, partly offset by SEI Private Wealth Management growth
Largest Expense Items
Compensation, benefits and other personnel$207.8M
Business growth, primarily in the Investment Managers segment, plus incremental personnel costs from the Stratos acquisition
Subadvisory, distribution and other asset management costs$60.0M
Higher direct costs tied to growth in asset management, administration and distribution fees
Consulting, outsourcing and professional fees$56.3M
Lower consulting and outsourced vendor costs supporting operations in the Investment Managers and Private Banks segments
Amortization$19.1M+83% YoY
Acquired intangible amortization from Stratos rose to $9.9M from $3.2M; SWP enhancements and SEI Scope placed into service
Margins: Total expenses rose only 8% against 15% revenue growth. Investment Managers margin improved to 40% from 38% and Private Banks to 20% from 16%, while Investment Advisors fell to 42% from 45% on Stratos intangible amortization.
Watch Items from the Filing
Institutional Investors revenue grew just 1% to $69.7M; client assets under advisement fell 38% to $3.8B on client losses.
Investments in New Businesses revenue fell 43% to $9.5M following the June 2025 divestiture of SEI Family Office Services.
Equity in earnings of unconsolidated affiliates, mainly the 38.4% LSV stake, contributed $38.7M against $197.0M of income from operations.
Redeemable non-controlling interests rose to $311.0M; Stratos holders' 42.5% of SEI-Eclipse carries put/call options at 36, 54 and 72 months.
SEI Investments (Europe) remains under an FCA voluntary requirement; the Skilled Person's Stage 2 report issued July 14, 2026 and the VREQ stays in effect.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
