SEI INVESTMENTS CO SEIC

Financials SIC 6211 - Security Brokers, Dealers & Flotation Companies NAICS Finance and Insurance › Securities, Commodity Contracts, and Other Financial Investments and Related Activities › Securities and Commodity Contracts Intermediation and Brokerage › Investment Banking and Securities Intermediation derived Nasdaq

SEI Investments Company (together, with its subsidiaries unless otherwise noted, "SEI" or the "Company") is a leading global provider of financial technology, operations, and asset management solutions that connect the financial services ecosystem across advice, asset management, and administration. Our enterprise operating model unifies technology, trust‑based custody, and investment management to help clients more effectively deploy their capital, whether that's money, time, or talent, so they can better serve their clients and achieve their growth objectives.

We are headquartered in Oaks, Pennsylvania, and over 5,000 employees support clients from service centers located in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa.

Last close 102.30 2026-10-23
Market cap $12.28B 2026-06-30 share count
52-week range 75.08 - 112.15

Valuation FY2025 figures against the last close

P/S5.3x
P/E18.2x
P/FCF21.0x
EV/EBITDA19.6x
Dividend yield1.0%
Diluted EPS5.63

Where the revenue comes from as reported in the latest 10-K

Revenue by geography

  • United States
  • International operations
Revenue by geography, 2 categories over 3 years. The same figures are in the table below. FY2025 United States, FY2025: 2B (85.2%) 85% United States International operations, FY2025: 339.6M (14.8%) 15% FY2024 United States, FY2024: 1.8B (85.5%) 85% International operations, FY2024: 308.5M (14.5%) 15% FY2023 United States, FY2023: 1.6B (85.4%) 85% International operations, FY2023: 279.7M (14.6%) 15%
Region FY2025FY2024FY2023
United States $1.96B $1.82B $1.64B
International operations $339.6M $308.5M $279.7M

As the company reported it, from the “Business Segment Information - Schedule of Revenues And Assets Based On Location (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Regions are the filer's own and are not mapped onto a standard list — one company's “Americas” and another's “United States” are different areas, and making them look comparable would mean making at least one of them wrong. Slices under 1% are folded into “Other”.

Revenue by segment

  • Investment Managers
  • Investment Advisors
  • Private Banks
  • Institutional Investors
  • Investments in New Businesses
Revenue by segment, 5 categories over 3 years. The same figures are in the table below. FY2025 Investment Managers, FY2025: 815M (35.5%) 35% Investment Managers Investment Advisors, FY2025: 577.4M (25.1%) 25% Investment Advisors Private Banks, FY2025: 572.9M (24.9%) 25% Private Banks Institutional Investors, FY2025: 282.5M (12.3%) 12% Investments in New Businesses, FY2025: 49.5M (2.2%) FY2024 Investment Managers, FY2024: 728.4M (34.3%) 34% Investment Advisors, FY2024: 509.4M (24.0%) 24% Private Banks, FY2024: 541.4M (25.5%) 25% Institutional Investors, FY2024: 285.7M (13.4%) 13% Investments in New Businesses, FY2024: 60.2M (2.8%) FY2023 Investment Managers, FY2023: 645.3M (33.6%) 34% Investment Advisors, FY2023: 436.3M (22.7%) 23% Private Banks, FY2023: 496.3M (25.9%) 26% Institutional Investors, FY2023: 289.7M (15.1%) 15% Investments in New Businesses, FY2023: 52.2M (2.7%)
Segment FY2025FY2024FY2023
Investment Managers $815.0M $728.4M $645.3M
Investment Advisors $577.4M $509.4M $436.3M
Private Banks $572.9M $541.4M $496.3M
Institutional Investors $282.5M $285.7M $289.7M
Investments in New Businesses $49.5M $60.2M $52.2M

As the company reported it, from the “Business Segment Information - Schedule of Financial Information about Business Segments (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Segments are the filer's own reporting structure, which is a decision about how it runs itself rather than a standard taxonomy: two companies in the same industry routinely divide themselves along different lines, so these are worth reading down a single company rather than across two. Slices under 1% are folded into “Other”.

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $2.30B$2.13B$1.92B$1.99B$1.92B$1.68B$1.65B$1.62B$1.53B$1.40B
Gross profit $808.1M$699.4M$556.8M$643.9M$645.2M$519.9M$532.6M$507.6M$460.8M$435.0M
SG&A $180.9M$147.6M$132.2M$168.2M$91.9M$74.0M$72.2M$65.6M$63.8M—
Total operating expenses $1.67B$1.57B$1.50B$1.52B$1.36B$1.24B$1.19B$1.18B$1.13B$1.03B
Operating income $627.3M$551.7M$424.5M$475.8M$553.4M$445.9M$460.4M$442.0M$396.9M$375.7M
Interest expense $609.0K$563.0K$583.0K$749.0K$563.0K$609.0K$630.0K$645.0K$781.0K$531.0K
Pre-tax income $916.3M$746.8M$594.7M$609.3M$693.7M$568.7M$631.4M$614.2M$557.0M$508.5M
Income tax $198.8M$165.6M$132.4M$133.8M$147.1M$121.4M$130.0M$108.3M$152.7M$174.7M
Net income $715.3M$581.2M$462.3M$475.5M$546.6M$447.3M$501.4M$505.9M$404.4M$333.8M
EPS, basic 5.764.473.493.493.873.053.313.232.562.07
EPS, diluted 5.634.413.463.463.813.003.243.142.492.03
Shares, diluted (wtd. avg.) 127.1M131.7M133.7M137.4M143.3M149.0M154.9M161.2M162.3M164.4M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $399.8M$840.2M$834.7M$853.4M$831.8M$787.7M$844.5M$758.0M$747.8M$699.2M
Receivables $709.7M$567.6M$501.4M$457.1M$441.6M$385.2M$340.4M$315.3M$282.7M$228.0M
Total current assets $1.27B$1.55B$1.48B$1.45B$1.40B$1.30B$1.30B$1.19B$1.14B$1.04B
Property, plant and equipment $150.4M$159.6M$171.4M$181.0M$178.9M$189.1M$160.9M$145.9M$146.4M$146.2M
Goodwill $355.0M$170.3M$137.3M$115.6M$117.2M$64.5M$64.5M$64.5M$53.0M$0
Other intangibles $368.3M$77.4M$82.4M$55.5M$68.8M$24.3M$28.0M$31.7M$28.6M$0
Total assets —$2.68B$2.52B$2.38B$2.35B$2.17B$2.15B$1.97B$1.85B$1.64B
Accounts payable $5.4M$13.1M$10.6M$13.3M$10.3M$7.8M$4.4M$10.9M$5.3M$6.0M
Total current liabilities $387.2M$380.5M$353.0M$397.9M$355.7M$317.3M$293.6M$295.7M$275.0M$249.4M
Total liabilities —$432.5M$388.2M$429.7M$493.9M$427.3M$412.6M$378.5M$376.5M$333.7M
Retained earnings $792.3M$758.0M$762.6M$694.3M$632.6M$565.3M$601.9M$518.0M$467.5M$384.0M
Total equity $2.45B$2.25B$2.13B$1.95B$1.86B$1.74B$1.74B$1.59B$1.48B$1.30B

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $607.7M$622.3M$447.0M$566.1M$633.1M$488.7M$545.1M$588.4M$459.9M$434.2M
Depreciation and amortisation ———————$28.8M$27.3M$26.4M
Capital expenditure $22.6M$32.2M$24.8M$39.2M$26.5M$54.4M$43.1M$29.1M$25.5M$31.4M
Investing cash flow -$399.1M-$117.3M-$141.5M-$89.8M-$164.9M-$67.5M-$78.2M-$123.4M-$172.3M-$81.6M
Financing cash flow -$589.5M-$494.4M-$331.3M-$437.2M-$422.3M-$482.1M-$386.6M-$443.7M-$253.6M-$328.7M
Dividends paid $124.2M$120.3M$114.8M$109.8M$105.5M$103.9M$100.7M$94.3M$88.9M$84.7M
Buybacks $628.1M$500.1M$308.9M$344.7M$408.1M$427.0M$346.4M$407.4M$248.3M$292.3M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0000350894-26-000021.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. 0 1B 2B 3B Revenue, FY2016: 1.4B Gross profit, FY2016: 435M Net income, FY2016: 333.8M Revenue, FY2017: 1.5B Gross profit, FY2017: 460.8M Net income, FY2017: 404.4M Revenue, FY2018: 1.6B Gross profit, FY2018: 507.6M Net income, FY2018: 505.9M Revenue, FY2019: 1.6B Gross profit, FY2019: 532.6M Net income, FY2019: 501.4M Revenue, FY2020: 1.7B Gross profit, FY2020: 519.9M Net income, FY2020: 447.3M Revenue, FY2021: 1.9B Gross profit, FY2021: 645.2M Net income, FY2021: 546.6M Revenue, FY2022: 2B Gross profit, FY2022: 643.9M Net income, FY2022: 475.5M Revenue, FY2023: 1.9B Gross profit, FY2023: 556.8M Net income, FY2023: 462.3M Revenue, FY2024: 2.1B Gross profit, FY2024: 699.4M Net income, FY2024: 581.2M Revenue, FY2025: 2.3B Gross profit, FY2025: 808.1M Net income, FY2025: 715.3M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $1.40B $1.53B $1.62B $1.65B $1.68B $1.92B $1.99B $1.92B $2.13B $2.30B
Gross profit $435.0M $460.8M $507.6M $532.6M $519.9M $645.2M $643.9M $556.8M $699.4M $808.1M
Net income $333.8M $404.4M $505.9M $501.4M $447.3M $546.6M $475.5M $462.3M $581.2M $715.3M

Recent filings and events

  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Regulation FD disclosure Item 7.01
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
  • Officer or director change Item 5.02

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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