Sei Investments CO

Market Movers (8-K)

NASDAQ
SEI Investments Company announced robust second-quarter 2026 financial results, showcasing significant growth in revenue, operating income, and earnings per share, driven by strategic initiatives and strong sales performance.
Better than expected
NASDAQ
SEI Investments Company confirmed the re-election of directors, executive compensation approval, and a $0.52 per share dividend.
NASDAQ
SEI Investments Company announced robust first-quarter 2026 financial results, showcasing significant year-over-year growth in revenue, operating income, and earnings per share.
Better than expected
NASDAQ
SEI Investments Company presented its strategic vision and strong financial performance at the Raymond James Institutional Investor Conference, highlighting significant growth and future targets.
Better than expected
NASDAQ
SEI Investments Company announced record fourth-quarter and full-year 2025 financial results, showcasing broad-based revenue growth, margin expansion, and strong sales activity across its business units.
Better than expected
NASDAQ
SEI Investments Company announced a new employment agreement for CEO Ryan Hicke, extending his tenure until June 1, 2031, with a revised compensation structure.

Quarterly Earnings (10-Q)

NASDAQ
SEI Investments Company announced its financial results for the second quarter and first six months of 2026, showing revenue growth driven by increased assets under administration and management.
Worse than expected
NASDAQ
SEI Investments Company announced its first quarter 2026 financial results, reporting a 13% increase in total revenues to $622.2 million and a 15% rise in net income attributable to SEI Investments Company to $174.5 million.
NASDAQ
SEI Investments Company reported an 8% increase in total revenues and a 6% rise in net income for the third quarter, driven by asset growth and strategic divestitures.
Capital raise
Better than expected
NASDAQ
SEI Investments Company announced robust financial results for the second quarter and first half of 2025, significantly boosted by the divestiture of its Family Office Services business and continued growth across its core platforms.
Delay expected
Better than expected
Capital raise
NASDAQ
SEI Investments Company reports an 8% increase in total revenues and a 25% increase in income from operations for the first quarter of 2025, while also announcing the divestiture of its Family Office Services business.
Better than expected
NASDAQ
SEI Investments Company reported a strong third quarter with increased revenues and earnings, driven by asset growth and new client conversions.
Better than expected

Annual Reports (10-K)

NASDAQ
SEI Investments Company reported an 8% revenue increase to $2.3 billion and a 23% rise in net income to $715.3 million for fiscal year 2025, driven by strategic acquisitions and growth in its Investment Managers segment.
Better than expected
Delay expected
NASDAQ
SEI Investments Company announces a robust 11% increase in revenue for 2024, fueled by growth in asset management and technology operations.
Better than expected
Delay expected
NASDAQ
LSV Asset Management's financial statements for 2023 show a strong net income of $328.9 million, despite some fluctuations in revenue and expenses.
NASDAQ
LSV Asset Management's financial statements reveal a robust net income of $328.9 million for 2023, despite a slight decrease in management fees.

Insider Trading (Form 4)

NASDAQ
Kathryn Mccarthy, a Director of Sei Investments Co, sold 10,000 shares of common stock on August 3, 2026 for $103.53 per share.
NASDAQ
Mark Andrew Warner, See Remarks* of Sei Investments Co, sold 15,000 shares of common stock on July 28, 2026.
NASDAQ
Michael Peterson, Executive Vice President of Sei Investments Co, sold 25,000 shares of common stock on July 28, 2026 for $102.05 per share.
NASDAQ
Sanjay Sharma, See Remarks* of Sei Investments Co, sold 20,000 shares of common stock on July 24, 2026 for $99.33 per share.
NASDAQ
Sneha S. Shah, See Remarks* of Sei Investments Co, reported a transaction in 3,746 shares of common stock on July 24, 2026.
NASDAQ
Alfred P. West Jr., Chairman Emeritus of SEI Investments Co., reported multiple transactions involving the sale of common stock between June 26 and June 29, 2026.

Proxy Statements (Def-14A)

NASDAQ
SEI Investments Company releases its 2026 Proxy Statement detailing the upcoming Annual Meeting of Shareholders, director elections, executive compensation, and financial performance.
NASDAQ
SEI Investments Company released a supplement to its definitive proxy statement to correct an error in the QR code and address inadvertent omissions in director biographies.
NASDAQ
SEI Investments Company will hold its 2025 Annual Meeting of Shareholders virtually on May 28, 2025, to elect directors, approve executive compensation, and ratify the appointment of KPMG LLP as independent auditors.
Better than expected
NASDAQ
SEI Investments is asking shareholders to approve the 2024 Omnibus Equity Compensation Plan to attract and retain key personnel and align their interests with shareholders.

Institutional Holdings (13F)

NASDAQ
SEI Investments Company reported its holdings as of March 31, 2026, with a total portfolio value of over $108 billion.
NASDAQ
SEI Investments Company has filed its Form 13F-HR, revealing institutional investment holdings totaling over $101.3 billion as of December 31, 2025, across 6,077 positions.
NASDAQ
SEI Investments Co. filed its Form 13F-HR for Q3 2025, revealing institutional investment holdings totaling approximately $93 billion across 5,633 entries.
NASDAQ
SEI Investments Co. has filed its Q2 2025 Form 13F-HR, revealing a total of $86.27 billion in managed Section 13(f) securities across 5,589 positions.
NASDAQ
SEI Investments Co files an amended 13F report for the quarter ended March 31, 2025, detailing its holdings and investment strategies.
NASDAQ
SEI Investments Co reports its Form 13F holdings for the quarter ended March 31, 2025, including significant positions in various equities and investment vehicles.

Schedule 13G - Passive Investments

NASDAQ
Loomis Sayles & Co., L.P. has filed a Schedule 13G, reporting beneficial ownership of 7.1% of SEI Investments Co. common stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported beneficial ownership of over 6.1 million shares, representing 5.02% of SEI Investments Co.'s common stock, as of March 31, 2026.
NASDAQ
The Vanguard Group has reported a 0% beneficial ownership in SEI Investments Co. following an internal realignment of its reporting structure.
NASDAQ
Loomis, Sayles & Co., L.P. reported a 7.19% beneficial ownership stake in SEI Investments Co. common stock as of December 31, 2025.
NASDAQ
Loomis, Sayles & Co., L.P. has filed an amendment to its beneficial ownership of SEI Investments Co common stock, reporting a 7.26% stake.
NASDAQ
Loomis, Sayles & Co., L.P. has reported a 7.14% beneficial ownership stake in SEI Investments Co. common stock.