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· UNITED STATES · US:SEIC ·

SEI Investments

$110.39
-1.0% today
+25.0% 1Y
$13.5bn · Asset Management
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NOT YET RESEARCHED

We haven't published a view on SEI Investments

The financials and ratios on this page come straight from the filings and are live. The judgement — what it is worth, and what would break it — is what we add.

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Financial statements Reported in USD

Financials

Annual financial statements as reported, going back as far as the data allows.

Units: $millions unless noted
Trend · the chart follows the statement you pick
Income statement
$m202020212022202320242025TTM2026E
Source: company annual reports
Balance sheet
$m202020212022202320242025TTM2026E
Source: company annual reports
Cash flow
$m202020212022202320242025TTM2026E
Source: company annual reports
Profitability & returns
202020212022202320242025TTM2026E
Computed from the statements aboveE = PrimerIQ estimate
Insider dealing & ownership

Insiders

Who bought and sold, at what price, and how much of their own holding it was — from SEC Form 4 and UK PDMR notifications, with each insider's last-reported position and disclosed major holders.

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Deep research

No deep research yet for SEI Investments

A full deep-dive (business, moat, risks, valuation and scenarios) hasn't been generated for this company yet.

Primary sources · raw filings & reports

Filings

Source documents straight from the database — click to read the raw filing or release. Our read on what matters lives in Recent developments.

Filings & source documents
ER
Event Details
CurrentCompany IR · 2026 FY
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DOC
Proxy Statement
OtherCompany IR · 2026 FY
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DOC
SEI Expands Advisor Services Ecosystem with AI Assistant Zocks
OtherCompany IR · 2026-08-12
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DOC
SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure
OtherCompany IR · 2026-08-06
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DOC
WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans
OtherCompany IR · 2026-08-04
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ER
Earnings release (8-K item 2.02) Q2 FY2026 — filed 2026-07-22
CurrentCompany IR · 2026 Q2 · published 2026-07-22
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DOC
SEI to Announce Second-Quarter 2026 Earnings on Wednesday, July 22, 2026
OtherCompany IR · 2026-07-22
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DOC
SEI Reports Second-Quarter 2026 Financial Results
OtherCompany IR · 2026-07-22
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8-K
Current report (8-K)
CurrentFiled 2026-07-22 · period 2026-07-22
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DOC
SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)
OtherCompany IR · 2026-07-14
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DOC
SEI Expands SEC-Registered Transfer Agency
OtherCompany IR · 2026-06-30
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DOC
Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms
OtherCompany IR · 2026-06-23
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DOC
SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services
OtherCompany IR · 2026-06-18
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DOC
SEI Introduces Technology and AI to Boost Investment Manager Efficiency
OtherCompany IR · 2026-06-16
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DOC
SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership
OtherCompany IR · 2026-06-09
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8-K
Current report (8-K)
CurrentFiled 2026-05-28 · period 2026-05-27
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DOC
SEI Appoints Nathan Shetty as Chief Investment Officer
OtherCompany IR · 2026-05-27
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DOC
SEI Declares Dividend of $0.52 per Share
OtherCompany IR · 2026-05-27
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DOC
SEI to Present at William Blair and Morgan Stanley Conferences
OtherCompany IR · 2026-05-26
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DOC
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
OtherCompany IR · 2026-05-19
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DOC
SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels
OtherCompany IR · 2026-04-30
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ER
Earnings release (8-K item 2.02) Q1 FY2026 — filed 2026-04-22
CurrentCompany IR · 2026 Q1 · published 2026-04-22
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DOC
SEI to Announce First-Quarter 2026 Earnings on Wednesday, April 22, 2026
OtherCompany IR · 2026-04-22
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DOC
SEI Reports First-Quarter 2026 Financial Results
OtherCompany IR · 2026-04-22
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8-K
Current report (8-K)
CurrentFiled 2026-04-22 · period 2026-04-22
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DEF 14A
Proxy statement
ProxyFiled 2026-04-15 · period 2026-05-27
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DOC
SEI Launches Digital Onboarding Solution for Collective Investment Trusts
OtherCompany IR · 2026-04-14
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DOC
Huntington National Bank Selects the SEI Wealth Platform℠
OtherCompany IR · 2026-03-31
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Q
SEI Reports First-Quarter 2026 Financial Results
QuarterlyCompany IR · 2026 Q1
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DECK
Presentation
PresentationCompany IR · 2026 Q1
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DOC
Earnings transcript Transcript
OtherCompany IR · 2026 Q1
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Q
10-Q
QuarterlyCompany IR · 2026 Q1
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DOC
Earnings transcript Transcript
OtherCompany IR · 2026 Q1
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DECK
Presentation
PresentationCompany IR · 2026 Q1
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DOC
Ranchland Capital Partners Selects SEI to Support Alternative Funds
OtherCompany IR · 2026-03-25
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DOC
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
OtherCompany IR · 2026-03-09
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8-K
Current report (8-K)
CurrentFiled 2026-03-02 · period 2026-03-02
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DOC
SEI to Present at Raymond James 47th Annual Institutional Investors Conference
OtherCompany IR · 2026-02-23
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ER
8-K earnings release 2026-01-28
CurrentCompany IR · 2026 · published 2026-01-28
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8-K
Current report (8-K)
CurrentFiled 2026-01-28 · period 2026-01-28
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🔒
323 more filings, 1997–2025
Archive24 earlier years on file
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Company announcements & coverage

News

The issuer's own releases and dated events, newest first. The raw source documents live in Filings; our read on what matters lives in Recent developments.

Company announcements
Investor calendar · earnings & events

Calendar

Upcoming and recent investor events — results, AGM, dividend and ex-dividend dates — from the company's own investor calendar.

Listings · this company across markets

Listings

Every place this issuer trades — the home listing, foreign cross-listings and depositary receipts (ADR/CDR/BDR), plus any separate share classes. The screener shows one canonical line per company; the rest live here.

ListingExchangeTickerCurrencyPriceType
Technical analysis · price action & momentum

Technicals

Interactive price chart with the common technical-analysis overlays and indicators — moving averages, Bollinger Bands, volume, RSI and MACD — plus an at-a-glance momentum summary. Use the chart's own toolbar to add or remove studies, change timeframe, or search a different listing.

A note on method: PrimerIQ's research is built bottom-up from the filings — what a business earns and what it's worth. The charts below read price history, not the business; we include them because many investors want them, not because they drive our valuation. Treat them as one lens among several.

Momentum summaryMomentum92
3-month return+16.2%
6-month return+19.3%
1-year return+19.7%
vs 52-week high+0.0%
vs 50-day MA+12.0%
vs 200-day MA+22.6%
volume vs base+15.8%

Relative strength percentile: 74 vs market, 83 vs industry. Momentum rank is a 0–100 percentile across 36,468 companies — one lens, not a valuation signal.

Charts and technical data by TradingView. Not investment advice.

Not on your plan

Earnings calls

The webcast audio itself, transcribed in full, with the structural signals the transcript text alone loses — how scripted rather than spontaneous the language is, where management hesitated longest, and which answers were most hedged.

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