SEI Investments Company Earnings Recaps
Q2 2026
Jul 24, 2026
SEI’s stock declined 0.9% after reporting Q2 results, reflecting modest investor caution despite solid revenue and profit growth; there was no clear driver of disappointment but the market’s tepid response suggests underlying concerns on near-term momentum or outlook.
Key takeaways
- Revenue increased 15% year-over-year, marking a new quarterly record for SEI.
- Adjusted operating profit rose 36%, and adjusted EPS grew 38%, both achieving quarterly highs.
- Sales events totaled $43 million for the quarter, slightly down from a record $67 million in Q1 but remained broadly distributed.
- Continued strategic investments across private markets expansion, asset management innovation, and technology enhancements signal a focus on future growth rather than immediate financial impact.
- Management highlighted a strong pipeline and improved client engagement but provided limited commentary on near-term guidance or margin trends, which likely contributed to a cautious market reaction.
Q1 2026
Apr 23, 2026
SEI delivered a standout Q1 2026, with adjusted EPS up over 20% driven by robust core growth and margin expansion, supported by record net sales events and strategic execution across key pillars.
Key takeaways
- Adjusted EPS reached $1.44, reflecting significant growth fueled by top-line strength and operational efficiencies.
- Net sales events hit a quarterly record of $67 million, including $57 million in recurring revenue, exceeding previous records by over 40%.
- Strategic pillars—investing in key growth engines, evolving asset management, enterprise modernization, international expansion, and disciplined capital allocation—show strong execution and momentum.
- Notable progress in alternative investment outsourcing and professional services, with large enterprise mandates and broader client engagement.
- Continued share repurchases of over $200 million underscore confidence in long-term value.
Q3 2025
Oct 24, 2025
SEI reported impressive Q3 2025 results, achieving an all-time high EPS of 1.3¢, driven by robust revenue growth and significant margin expansion.
Key takeaways
- Recorded net sales events of $31 million, leading to a year-to-date total surpassing $100 million, marking a record for SEI.
- Strategic wins included a multibillion-dollar mandate in the institutional segment and a $13 million engagement in private banking, reflecting strong market demand and SEI's competitive positioning.
- Although offset by a contract loss in private banking, confidence in future growth remains high, bolstered by a diversified sales pipeline.
- Partnership with Stratos is generating heightened interest across broker-dealer and RIA channels, expected to close in late 2025 or early 2026.
- Continued investment in technology and automation, including AI and tokenization pilots, poised to enhance operational efficiency and scalability.