Skip to main content
Equibles
SEIC logo

SEIC · Sei Investments Co

Track SEIC — free

Use SEIC with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research SEIC.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$108.91 -0.05 (-0.05%) At close · Nov 13
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$12.92B
Shares
118.59M
Volume · Nov 13 529.28K Avg daily vol (3M) 762.03K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$108.91 Open$109.97 Day$108.56–110.01 52W close$75.18–111.63 Avg vol 30d738K Short int4.0M · 3.4% of shares · 4.9d Short vol69% Last earningsOct 21, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 26

Up next

Next earnings call
Jan 27, 2027 Est · unconfirmed · in 10 wks
Q3 2026 earnings call transcript
call held Oct 21, 2026
Play latest call

Latest documents

2026
Oct 26
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

SEI Investments Company reported nine-month 2026 revenue growth of 14% and operating income growth of 26%, while managing, advising or administering $2.1 trillion in assets. Stratos contributed $126.7 million in revenue, and a $32.5 million termination charge affected results.

Revenue $662.04M ▲ 14.4% Net income $168.26M ▲ 2.5% Diluted EPS $1.38 ▲ 6.2%
Read from the MD&A section
Oct 21
Earnings call
Q3 2026 earnings call

Sei Investments Co reported third-quarter revenue growth of 14%, adjusted operating profit growth of 25% and adjusted EPS growth of 24%, while net sales events reached $47 million and year-to-date sales totaled $157 million.

Oct 21
Current report 8-K
Financial results, Regulation FD disclosure, Other events

SEI Investments Company reported third-quarter 2026 revenue growth of 14%, adjusted diluted EPS growth of 24% to $1.64, and a 31% adjusted operating margin. On October 20, 2026, board added $800.0 million to repurchases, raising authorization to approximately $925.6 million.

Jul 27
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $641.62M ▲ 14.7% Net income $195.66M ▼ 13.8% Diluted EPS $1.59 ▼ 10.7%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$2.53B
Trailing 12 months
Net income (TTM)
$710.90M
Trailing 12 months
Revenue growth YoY
+14.4%
Year over year
Operating margin
29.4%
Trailing 12 months
P / E (TTM)
18.9
Trailing earnings · reciprocal yield 5.3%
FCF yield
5.2%
TTM · current market cap
Return on invested capital
27.4%
Trailing 12 months
Net cash
$363.06M
Latest balance sheet
Dividend yield
1.0%
Trailing 12 months
Shares change YoY
-3.4%
Year over year · fewer shares
Price change (1Y)
+32.4%
Trailing year
Short interest
3.4%
Latest settlement · 4.9 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲14.9% $557.19M $155.77M '24 Q4* ▲7.8% $551.34M $151.52M '25 Q1 ▲7.8% $559.60M $227.08M '25 Q2 ▲7.7% $578.51M $164.20M '25 Q3 ▲9.1% $607.92M $172.50M '25 Q4* ▲12.8% $622.18M $174.49M '26 Q1 ▲14.7% $641.62M $195.66M '26 Q2 LATEST ▲14.4% $662.04M $168.26M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Low
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +16%
above
Price vs 50-day avg +3%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 93%
near high
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +20%
trailing
YTD return +33%
this year
Relative strength +20%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $105 › 200d $94 — 50d above 200d
Institutional flow Accumulating
538 of 581 funds reported for Sep 30 · net +1.2M sh shares · +70 new
Insider flow Distributing
Net -$10.0M over 90 days · 100% sells
Short interest Rising
3.41% of shares out · ▲ +18.4% MoM · 4.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
581 holders — near 3-yr high, broad support
Squeeze score 58
elevated · 0–100
Fundamentals
Excellent
Revenue growth +8%
Y/Y
Gross margin 35%
expanding
EPS growth +28%
Y/Y
Free cash flow $585.0M
Valuation P/E 18.9
in line
Buyback $925.6M
remaining
Balance sheet $399.8M
net cash
Quant / Vol
risk profile
Low
Volatility 24%
annualized · 1-yr
Max drawdown −15%
past year
ATR 2.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jul 21, 2021
Option expense · the rest of the year $25.7M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+16% Bullish
Price vs 50-day avg
+3% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
93% Bullish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $105 › 200d $94 — 50d above 200d
Institutional flow Accumulating
538 of 581 funds reported for Sep 30 · net +1.2M sh shares · +70 new
Insider flow Distributing
Net -$10.0M over 90 days · 100% sells
Short interest Rising
3.41% of shares out · ▲ +18.4% MoM · 4.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
581 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $75 Now $109 · 93% Range high $112
vs 200-day avg +16% vs 50-day avg +3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted diluted earnings per common share (non-GAAP basis) non-GAAP $1.66 the three months ended June 30, 2026 filing —
Adjusted income from operations (non-GAAP Basis) non-GAAP $206.95M the three months ended June 30, 2026 filing —
Adjusted net income attributable to SEI Investments Company (non-GAAP basis) non-GAAP $204.19M the three months ended June 30, 2026 filing —
Client assets under administration $1.34T Three Months Ended June 30, 2026 filing —
Total assets $2.02T Three Months Ended June 30, 2026 filing —
Total assets under management $596.03B Three Months Ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SEIC
Sei Investments Co
this stock
$12.92B +32.8% +8.1% 18.9 3.4%
BLK
BlackRock, Inc.
 $198.15B +14.3% +16.2% 27.9 1.3%
BN
BROOKFIELD Corp
 $91.46B -10.7% — — 1.0%
BX
Blackstone Inc.
 $90.28B -22.0% +9.2% 26.8 2.6%
KKR
KKR & Co. Inc.
 $87.47B -23.1% -11.0% — 1.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
628
% held
77.6%
Reported
538 of 581
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
463
View
Short & Settlement
Short Interest Rising
Shares short
4.0M
Days to cover
4.9d
Change
+627.4K sh
View
Short Volume
Short vol %
69%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
80
Value
$8.3K
As of
Oct 9, 2026
View
Off-Exchange
Off-exchange %
37.4%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$10.0M
Buyers / Sellers
0 / 5
Buyers Sellers
View
Congressional Trades Sell
Member
Thomas H Tuberville
Amount
$1.0K–$15.0K
Traded
Oct 5, 2022
View
Financials
Financials
Revenue (FY)
$2.3B
Net income (FY)
$715.3M
EPS diluted
$5.63
View
Buybacks
Remaining
$925.6M
View
Filings
SEC Filings
Latest
10-Q
Filed
Oct 26, 2026
This year
18

SEI Investments Company reported nine-month 2026 revenue growth of 14% and operating income growth of 26%, while managing, advising or administering $2.1 trillion in assets. Stratos contributed $126.7 million in revenue, and a $32.5 million termination charge affected results.

View
Proposed Sales
Value
$885.4K
Shares
8.0K
Filed
Nov 10, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 21, 2026
View
Investor Relations
Latest news
SEI Reports Third-Quarter 2026 Fi…
Published
Oct 21, 2026
View

Performance

5D 20D 120D MTD YTD
SEIC +3.4% +4.3% +20.0% +5.3% +32.8%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +0.8% +5.5% +19.5% +5.5% +22.2%

Capital returns

Latest dividend
$0.52 / share · ex Jun 8, 2026
Raised 6.1%
Paid (TTM)
$1.04 / share · 2 payouts
Dividend yield (TTM, derived)
— · history filling in
Full dividend history
Buyback program · as of Oct 20, 2026
Authorized
—
Spent (derived)
—
Remaining
$925.64M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 350894 CUSIP 784117103 13F (30d) 508 filings 458 filers Visit website Investor relations