SEI Investments (NASDAQ:SEIC – Get Free Report) posted its quarterly earnings results on Wednesday. The asset manager reported $1.64 earnings per share for the quarter, topping the consensus estimate of $1.58 by $0.06, FiscalAI reports. The firm had revenue of $662.04 million for the quarter, compared to the consensus estimate of $656.25 million. SEI Investments had a net margin of 28.85% and a return on equity of 29.16%. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same period last year, the firm posted $1.30 earnings per share.
Here are the key takeaways from SEI Investments’ conference call:
- Third-quarter results exceeded the prior year, with revenue up 14%, adjusted operating profit up 25%, and adjusted EPS up 24%. Adjusted operating margins remained near record levels despite continued investment in technology, AI, professional services, and talent.
- Net sales events totaled $47 million in Q3 and $157 million year to date, already surpassing SEI’s previous full-year record. Management cited strong pipelines across investment managers and private banking, particularly for alternative assets, enterprise transformation, professional services, and first-time outsourcing mandates.
- The company highlighted momentum in growth initiatives, including ETFs, retail transfer agency, alternative investments in collective investment trusts, and Stratos. ETF assets grew to more than $9 billion from roughly $4 billion a year earlier, while management expects transfer-agency revenue to exceed a $10 million annualized run rate by the end of next year.
- SEI said AI is increasing, rather than reducing, client demand for its services as financial firms seek help modernizing operating models, integrating data, and adopting AI. Management also said automation and improved onboarding processes are helping accelerate implementations, although hiring remains necessary to manage current demand.
- Institutional revenue declined 2% year over year, and LSV experienced $5 billion of net outflows despite strong investment performance. GAAP net income was also reduced by a $32.5 million expense tied to terminating Stratos’s planned acquisition of NSC in Mexico, while a $6 million incentive-compensation accrual reduced Q3 operating profit.
SEI Investments Stock Up 1.2%
Shares of NASDAQ SEIC opened at $108.43 on Thursday. The company has a market capitalization of $13.01 billion, a P/E ratio of 19.12 and a beta of 0.97. SEI Investments has a 1 year low of $75.08 and a 1 year high of $112.15. The company has a debt-to-equity ratio of 0.06, a current ratio of 5.06 and a quick ratio of 4.96. The company has a 50 day simple moving average of $106.52 and a 200-day simple moving average of $96.73.
Insider Activity at SEI Investments
In other SEI Investments news, CEO Ryan Hicke sold 37,500 shares of SEI Investments stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $110.71, for a total value of $4,151,625.00. Following the sale, the chief executive officer owned 192,815 shares in the company, valued at $21,346,548.65. The trade was a 16.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Michael Lane sold 2,400 shares of the company’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $102.78, for a total value of $246,672.00. Following the completion of the transaction, the executive vice president directly owned 39,581 shares in the company, valued at approximately $4,068,135.18. This trade represents a 5.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 158,777 shares of company stock valued at $16,642,433 over the last 90 days. Corporate insiders own 4.80% of the company’s stock.
SEI Investments News Roundup
Here are the key news stories impacting SEI Investments this week:
- Positive Sentiment: SEIC exceeded both earnings and revenue expectations. The asset manager reported adjusted EPS of $1.64, above the $1.58–$1.59 analyst consensus and up from $1.30 a year earlier. Revenue reached $662.0 million, exceeding the FactSet estimate of $656.2 million. Earnings Flash: SEI Investments Reports Q3 Revenue Above Estimate
- Positive Sentiment: Growth accelerated across key financial measures. Compared with the prior-year quarter, revenue increased 14%, operating income rose 24%, and operating margin expanded to 30%. The results suggest that SEI is converting higher sales into disproportionately stronger profitability. SEI Reports Third-Quarter 2026 Financial Results
- Positive Sentiment: The earnings beat reinforces SEIC’s favorable financial profile. The company reported a 28.85% net margin and 29.16% return on equity, while its quarterly revenue surpassed expectations despite already elevated investor expectations. SEI Investments Surpasses Q3 Earnings and Revenue Estimates
Analyst Upgrades and Downgrades
A number of analysts have commented on SEIC shares. Weiss Ratings upgraded shares of SEI Investments from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 8th. Morgan Stanley boosted their target price on SEI Investments from $115.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Zacks Research cut SEI Investments from a “strong-buy” rating to a “hold” rating in a report on Friday, August 21st. Wall Street Zen upgraded SEI Investments from a “hold” rating to a “buy” rating in a research report on Saturday, July 25th. Finally, UBS Group reiterated a “buy” rating and set a $125.00 price objective on shares of SEI Investments in a research report on Thursday, July 23rd. Eight investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, SEI Investments presently has an average rating of “Moderate Buy” and an average price target of $124.83.
View Our Latest Research Report on SEI Investments
About SEI Investments
SEI Investments Company is a financial technology and investment services provider headquartered in Oaks, Pennsylvania. Founded in 1968, the company delivers technology, operations, and investment solutions that help financial institutions and investment professionals manage client assets and business processes.
SEI’s offerings include wealth management and investment processing platforms, portfolio accounting, data management, compliance support, and outsourced middle- and back-office services.
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