# SEI Investments Co: overview

SEIC · Nasdaq · CIK 350894 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/seic.md) · [Financials](/companies/seic/financials.md) · [Filings](/companies/seic/filings.md) · [Insiders](/companies/seic/insiders.md)

Latest reported revenue: [$662.0m](/filings/0000350894-26-000058.md) for Q3 FY2026, three months to 2026-09-30, from the 10-Q filed Oct 26, 2026 (XBRL us-gaap:Revenues, accession 0000350894-26-000058).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | Q3 FY2026 (2026-09-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [557 d](/filings/0000350894-26-000013.md) | [551](/filings/0000350894-26-000030.md) | [560](/filings/0000350894-26-000048.md) | [579](/filings/0000350894-26-000058.md) | [608 d](/filings/0000350894-26-000013.md) | [622](/filings/0000350894-26-000030.md) | [642](/filings/0000350894-26-000048.md) | [662](/filings/0000350894-26-000058.md) |
| Gross margin | % | [33.1% d](/filings/0000350894-26-000013.md) | [34.9%](/filings/0000350894-26-000030.md) | [33.8%](/filings/0000350894-26-000048.md) | [35.0%](/filings/0000350894-26-000058.md) | [36.8% d](/filings/0000350894-26-000013.md) | [36.0%](/filings/0000350894-26-000030.md) | [35.9%](/filings/0000350894-26-000048.md) | [35.1%](/filings/0000350894-26-000058.md) |
| Operating margin | % | [26.1% d](/filings/0000350894-26-000013.md) | [28.5%](/filings/0000350894-26-000030.md) | [26.6%](/filings/0000350894-26-000048.md) | [27.7%](/filings/0000350894-26-000058.md) | [26.6% d](/filings/0000350894-26-000013.md) | [30.5%](/filings/0000350894-26-000030.md) | [30.7%](/filings/0000350894-26-000048.md) | [29.9%](/filings/0000350894-26-000058.md) |
| Net margin | % | [28.0% d](/filings/0000350894-26-000013.md) | [27.5%](/filings/0000350894-26-000030.md) | [40.6%](/filings/0000350894-26-000048.md) | [28.4%](/filings/0000350894-26-000058.md) | [28.4% d](/filings/0000350894-26-000013.md) | [28.0%](/filings/0000350894-26-000030.md) | [30.5%](/filings/0000350894-26-000048.md) | [25.4%](/filings/0000350894-26-000058.md) |
| Diluted EPS | $ per share | not reported | [1.17](/filings/0000350894-26-000030.md) | [1.78](/filings/0000350894-26-000048.md) | [1.30](/filings/0000350894-26-000058.md) | not reported | [1.40](/filings/0000350894-26-000030.md) | [1.59](/filings/0000350894-26-000048.md) | [1.38](/filings/0000350894-26-000058.md) |
| Free cash flow | $m | [190 d](/filings/0000350894-26-000013.md) | [138](/filings/0000350894-26-000030.md) | [92.7 d](/filings/0000350894-26-000048.md) | [230 d](/filings/0000350894-26-000058.md) | [125 d](/filings/0000350894-26-000013.md) | [215](/filings/0000350894-26-000030.md) | [117 d](/filings/0000350894-26-000048.md) | [208 d](/filings/0000350894-26-000058.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,918](/filings/0000350894-24-000024.md) | [1,991](/filings/0000350894-25-000028.md) | [1,920](/filings/0000350894-26-000013.md) | [2,125](/filings/0000350894-26-000013.md) | [2,297](/filings/0000350894-26-000013.md) |
| Gross margin | % | [33.6%](/filings/0000350894-24-000024.md) | [32.3%](/filings/0000350894-25-000028.md) | [29.0%](/filings/0000350894-26-000013.md) | [32.9%](/filings/0000350894-26-000013.md) | [35.2%](/filings/0000350894-26-000013.md) |
| Operating margin | % | [28.8%](/filings/0000350894-24-000024.md) | [23.9%](/filings/0000350894-25-000028.md) | [22.1%](/filings/0000350894-26-000013.md) | [26.0%](/filings/0000350894-26-000013.md) | [27.3%](/filings/0000350894-26-000013.md) |
| Net margin | % | [28.5%](/filings/0000350894-24-000024.md) | [23.9%](/filings/0000350894-25-000028.md) | [24.1%](/filings/0000350894-26-000013.md) | [27.3%](/filings/0000350894-26-000013.md) | [31.1%](/filings/0000350894-26-000013.md) |
| Diluted EPS | $ per share | [3.81](/filings/0000350894-24-000024.md) | [3.46](/filings/0000350894-25-000028.md) | [3.46](/filings/0000350894-26-000013.md) | [4.41](/filings/0000350894-26-000013.md) | [5.63](/filings/0000350894-26-000013.md) |
| Free cash flow | $m | [607](/filings/0000350894-24-000024.md) | [527](/filings/0000350894-25-000028.md) | [422](/filings/0000350894-26-000013.md) | [590](/filings/0000350894-26-000013.md) | [585](/filings/0000350894-26-000013.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/seic/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $870.7m | 9,927,545 |  | Reduced −182,792 |
| [LOOMIS SAYLES & CO L P](/funds/312348.md) | 2026-06-30 | $744.0m | 8,482,052 |  | Reduced −146,827 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $538.6m | 6,140,822 |  | Added +15,179 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $411.0m | 4,686,241 |  | Reduced −55,475 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $372.9m | 4,251,584 |  | Added +66,406 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $361.3m | 4,119,203 |  | Reduced −673,076 |
| [Boston Partners](/funds/1386060.md) | 2026-06-30 | $271.4m | 3,093,791 |  | Added +1,323,752 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $259.1m | 2,953,161 |  | Added +122,829 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $255.1m | 2,908,071 |  | Reduced −12,435 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $220.2m | 2,510,218 |  | Added +417,719 |

## Recent filings

[All 1,370 filings](/companies/seic/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-26 | 14:19 ET | [10-Q](/filings/0000350894-26-000058.md) | Quarterly report, period 2026-09-30 | 0000350894-26-000058 |
| 2026-10-21 | 16:06 ET | [8-K](/filings/0000350894-26-000051.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0000350894-26-000051 |
| 2026-07-27 | 15:00 ET | [10-Q](/filings/0000350894-26-000048.md) | Quarterly report, period 2026-06-30 | 0000350894-26-000048 |
| 2026-07-22 | 16:03 ET | [8-K](/filings/0000350894-26-000044.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000350894-26-000044 |
| 2026-05-28 | 10:57 ET | [8-K](/filings/0000350894-26-000033.md) | 5.07 Shareholder vote results; 8.01 Other events; 9.01 Financial statements and exhibits | 0000350894-26-000033 |
| 2026-04-27 | 14:45 ET | [10-Q](/filings/0000350894-26-000030.md) | Quarterly report, period 2026-03-31 | 0000350894-26-000030 |
| 2026-04-22 | 16:03 ET | [8-K](/filings/0000350894-26-000026.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000350894-26-000026 |
| 2026-04-15 | 16:06 ET | [DEF 14A](/filings/0000350894-26-000021.md) | Proxy statement, period 2026-05-27 | 0000350894-26-000021 |
| 2026-03-02 | 16:01 ET | [8-K](/filings/0000350894-26-000015.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000350894-26-000015 |
| 2026-02-23 | 15:53 ET | [10-K](/filings/0000350894-26-000013.md) | Annual report, period 2025-12-31 | 0000350894-26-000013 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0000350894-26-000013.md), filed Feb 23, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 350894
- Tickers: SEIC
- Exchange: Nasdaq
- SIC code: 6211 Security Brokers, Dealers & Flotation Companies
- State of incorporation: PA
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 17:32 ET. No prices; not investment advice.