SEI INVESTMENTS CO

SEIC

SEI INVESTMENTS CO

SEIC

Insider Sentiment (TTM):

Last Purchase:-Last Sale:2026-06-29Shares Purchased (TTM):0Shares Sold (TTM):261,549

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:83,484,333Shares Outstanding:120,385,568Institutional Ownership Pct.:69.35%

Earnings Market Reaction:

Filing Date:2026-07-27Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Variable Interest Entity Primary Beneficiary	-8	215	184	-576	35	711	0	901	-	-	-	-
Consolidated Entity Excluding Variable Interest En…	49	3,275	3,260	2,845	-	-	2,685	-	-	-	-	-
Assets
Restricted Cash And Cash Equivalents At Carrying V…	-	-	-	-	-	0	0	0	0	0	0	0
Cash And Cash Equivalents At Carrying Value	396	363	400	793	746	711	840	901	768	847	835	854
Other Receivables Net Current	61	55	63	51	49	49	54	55	48	56	56	56
Assets Current
Assets Current	1,343	1,234	1,273	1,612	1,531	1,478	1,552	1,658	1,498	1,555	1,478	1,519
Accounts Receivable Net Current	783	710	710	670	638	601	568	610	590	561	501	519
Financial Instruments Owned U S Government And Age…	26	32	34	31	32	31	30	30	30	32	31	33
Assets Of Disposal Group Including Discontinued Op…	-	-	-	-	-	23	-	-	-	-	-	-
Other Assets Current	78	73	67	67	66	63	60	61	61	59	54	57
Property Plant And Equipment Net	152	149	150	156	156	159	160	165	168	168	171	178
Operating Lease Right Of Use Asset	32	35	26	24	27	25	29	30	31	21	22	21
Capitalized Computer Software Net	-	231	234	236	236	236	236	237	239	239	240	244
Available For Sale Securities Debt Securities Nonc…	-	-	-	-	-	-	-	176	177	164	155	120
Investments In Affiliates Subsidiaries Associates …	-	-	-	-	-	-	-	8	8	8	7	7
Other Long Term Investments	-	-	-	-	-	-	-	50	53	57	111	45
Investments	319	331	428	294	290	278	316	-	-	-	274	-
Goodwill	389	388	355	168	169	168	170	138	137	137	137	116
Intangible Assets Net Excluding Goodwill	-	480	368	61	65	66	77	74	75	79	82	46
Capitalized Contract Cost Net	57	57	53	49	47	48	46	43	40	40	40	39
Deferred Income Tax Assets Net	8	8	-	17	51	55	52	58	53	45	38	26
Other Assets Noncurrent	82	83	60	57	54	52	47	48	51	55	37	37
Assets	-	-	-	-	2,626	2,566	2,685	2,684	2,529	2,568	2,520	2,397
Liabilities And Stockhold…
Accounts Payable Current	11	7	5	8	13	11	13	8	9	10	11	10
Accrued Liabilities Current	226	238	360	254	215	225	348	258	208	243	319	250
Liabilities Current
Liabilities Current	266	273	387	281	248	261	381	286	237	276	353	282
Long Term Debt Current	3	-	-	-	-	-	-	-	-	-	-	-
Operating Lease Liability Current	10	10	9	7	7	7	8	8	8	8	8	10
Contract With Customer Liability Current	16	18	13	12	13	14	12	11	12	15	15	12
Liabilities Of Disposal Group Including Discontinu…	-	-	-	-	-	4	-	-	-	-	-	-
Accrued Income Taxes Noncurrent	-	-	0	0	0	1	1	1	1	1	1	1
Long Term Debt	-	32	-	-	-	-	-	-	-	-	-	-
Long Term Debt Noncurrent	29	-	-	-	-	-	-	-	-	-	-	-
Deferred Income Tax Liabilities Net	14	15	17	-	-	-	0	-	-	-	-	-
Operating Lease Liability Noncurrent	25	27	20	19	22	21	24	25	25	16	17	15
Other Liabilities Noncurrent	23	35	24	25	19	25	27	19	18	17	17	15
Liabilities	-	-	-	-	288	308	432	330	282	309	388	313
Redeemable Noncontrolling Interest Equity Carrying…	311	270	244	19	-	-	0	-	-	-	-	-
Stockholders Equity Inclu…
Common Stock Value	1	1	1	1	1	1	1	1	1	1	1	1
Stockholders Equity
Additional Paid In Capital Common Stock	1,714	1,697	1,679	1,649	1,619	1,558	1,540	1,478	1,465	1,455	1,405	1,369
Stockholders Equity	2,500	2,487	2,448	2,401	2,338	2,258	2,252	2,354	2,248	2,259	2,132	2,084
Retained Earnings Accumulated Deficit	814	782	792	775	739	737	758	902	824	844	763	764
Accumulated Other Comprehensive Income Loss Net Of…	-30	-29	-25	-24	-21	-39	-47	-27	-42	-41	-37	-51
Minority Interest	36	37	12	-	-	-	0	-	-	-	-	-
Liabilities And Stockholders Equity	3,324	3,275	3,260	2,845	2,626	2,566	2,685	2,684	2,529	2,568	2,520	2,397
Allowance For Doubtful Accounts Receivable Current	2	2	2	2	2	2	1	2	2	1	1	1
Accumulated Depreciation Depletion And Amortizatio…	482	475	469	461	503	495	493	489	484	476	474	465
Capitalized Computer Software Accumulated Amortiza…	-	679	670	661	653	648	641	634	627	620	613	606
Finite Lived Intangible Assets Accumulated Amortiz…	-	58	50	45	42	38	56	53	49	46	43	39
Common Stock Par Or Stated Value Per Share	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Common Stock Shares Authorized	750	750	750	750	750	750	750	750	750	750	750	750
Common Stock Shares Issued	120	120	122	123	124	125	127	129	130	131	131	132
Shares Outstanding	120	120	122	123	124	125	127	129	130	131	131	132
Software Development	688	-	-	-	14	-	-	-	-	-	-	-
Other Intangible Assets	69	-	-	-	-	-	-	-	-	-	-	-

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-0.58%	-1.20%	9.63%	-	-	-	-	-	-	-	-	-
2025	7.89%	7.61%	20.02%	1.58%	-2.29%	-8.97%	-3.65%	0.45%	4.18%	-1.62%	0.91%	14.56%
2024	2.50%	-0.40%	-1.08%	0.39%	-0.09%	4.81%	6.83%	14.29%	5.81%	-10.04%	-11.99%	-0.85%
2023	-	-	-	-2.69%	-3.11%	-10.34%	8.88%	16.41%	20.46%	3.56%	1.83%	3.37%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Liquidity Ratios
Current Ratio	5.06	4.52	3.29	5.73	6.18	5.66	4.08	5.80	6.32	5.63	4.19	5.39
Quick Ratio	5.06	4.52	3.29	5.73	6.18	5.66	4.08	5.80	6.32	5.63	4.19	5.39
Working Capital	1.08B	960.74M	886.13M	1.33B	1.28B	1.22B	1.17B	1.37B	1.26B	1.28B	1.13B	1.24B
Leverage & Debt
Debt to Equity	0.10	0.11	0.16	0.12	0.12	0.14	0.19	0.14	0.13	0.14	0.18	0.15
Interest Coverage TTM	517.98	735.45	1,030.07	1,153.28	1,058.91	957.29	980.00	838.09	813.29	772.13	728.17	770.59
Debt Ratio	0.20	0.22	0.30	0.17	0.11	0.12	0.16	0.12	0.11	0.12	0.15	0.13
Efficiency & Turnover
Asset Turnover TTM	1.23	1.25	1.16	1.05	0.86	0.84	0.82	0.81	0.82	0.80	0.78	0.81
Days Sales Outstanding TTM	105.84	101.06	101.47	103.97	101.55	98.02	91.81	100.34	101.80	94.83	91.12	96.63
Receivables Turnover TTM	3.45	3.61	3.60	3.51	3.59	3.72	3.98	3.64	3.59	3.85	4.01	3.78
Per Share Metrics
Diluted EPS TTM	5.78	5.95	5.65	5.53	5.42	4.65	4.41	4.18	3.84	3.67	3.46	3.40
Free Cash Flow Per Share TTM	5.72	5.50	4.79	5.30	4.97	5.04	4.65	3.88	3.56	3.18	3.22	3.45
Dividend Per Share TTM	1.59	1.04	1.02	1.01	1.00	0.98	0.95	0.93	0.93	0.89	0.88	0.87
Margin Metrics
Gross Profit Margin TTM	-	-	-	-	-	-	-	-	-	100.03%	100.03%	100.03%
Operating Profit Margin TTM	28.90%	27.86%	27.31%	27.21%	26.98%	26.93%	25.96%	24.74%	23.72%	22.86%	22.11%	22.04%
Net Profit Margin TTM	29.10%	31.27%	31.23%	31.11%	31.25%	27.78%	27.35%	26.60%	25.45%	24.80%	24.08%	23.99%
Growth Metrics
Net Revenue Growth (1Y)	11.10%	9.39%	8.10%	9.44%	10.71%	10.33%	10.70%	8.53%	5.62%	4.45%	-3.58%	-7.10%
Net Income Growth (1Y)	3.44%	23.15%	23.46%	27.98%	35.97%	23.56%	25.73%	20.36%	26.81%	24.09%	-2.78%	-10.77%
EPS Growth (1Y)	6.65%	27.65%	28.12%	34.37%	42.74%	30.04%	30.03%	23.00%	29.13%	25.92%	-0.57%	-8.57%
Valuation Metrics
P/E TTM	14.76	12.68	13.89	14.71	15.93	15.83	17.68	15.93	16.19	18.82	17.49	16.82
P/B TTM	4.15	3.83	4.05	4.28	4.70	4.21	4.56	3.70	3.65	4.05	3.79	3.66
P/S TTM	4.29	3.97	4.34	4.58	4.98	4.40	4.84	4.24	4.12	4.67	4.21	4.03
Market Cap	10.52B	9.39B	9.97B	10.28B	10.98B	9.52B	10.28B	8.70B	8.20B	9.16B	8.09B	7.63B
Enterprise Value	10.16B	9.06B	9.57B	9.49B	10.24B	8.81B	9.44B	7.80B	7.44B	8.31B	7.25B	6.78B
Calculated Values
Free Cash Flow TTM	686.80M	662.37M	585.02M	650.44M	614.45M	628.71M	590.12M	499.20M	462.43M	417.69M	422.20M	453.60M
Net Debt	-362.69M	-330.73M	-399.80M	-792.82M	-746.35M	-710.99M	-840.19M	-901.44M	-768.59M	-846.93M	-835.00M	-854.74M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-29Sale

Owner: West, Alfred P Jr

Title: -

Shares: 7,332

Price/Share: $87.64

Value: $642,576.48

Shares Owned: 6,818,451

Relationship: Other

Ownership: Direct

2026-06-09Sale

Owner: Doran, William

Title: -

Shares: 5,000

Price/Share: $90.50

Value: $452,500.00

Shares Owned: 618,802

Relationship: Director

Ownership: Direct

2026-05-04Sale

Owner: Mccarthy, Kathryn

Title: -

Shares: 10,000

Price/Share: $91.07

Value: $910,700.00

Shares Owned: 77,883

Relationship: Director

Ownership: Direct

2026-04-28Sale

Owner: Warner, Mark Andrew

Title: In Remarks

Shares: 4,000

Price/Share: $91.16

Value: $364,640.00

Shares Owned: 921

Relationship: Officer

Ownership: Direct

2026-04-23Sale

Owner: Mccabe, Philip

Title: See Remarks

Shares: 15,000

Price/Share: $91.82

Value: $1,377,300.00

Shares Owned: 54,884

Relationship: Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-29	West, Alfred P Jr	Other	-	Direct	Sale	7,332	87.64	$642,576.48	6,818,451	4
2026-06-09	Doran, William	Director	-	Direct	Sale	5,000	90.50	$452,500.00	618,802	4
2026-05-04	Mccarthy, Kathryn	Director	-	Direct	Sale	10,000	91.07	$910,700.00	77,883	4
2026-04-28	Warner, Mark Andrew	Officer	In Remarks	Direct	Sale	4,000	91.16	$364,640.00	921	4
2026-04-23	Mccabe, Philip	Officer	See Remarks	Direct	Sale	15,000	91.82	$1,377,300.00	54,884	4
2026-04-23	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	10,000	90.00	$900,000.00	20,148	4
2026-04-23	Sharma, Sanjay	Officer	See Remarks*	Direct	Sale	25,000	90.40	$2,260,000.00	39,829	4
2026-03-11	West, Alfred P Jr	Other	-	Direct	Sale	7,447	79.53	$592,259.91	6,875,783	4
2026-02-25	Warner, Mark Andrew	Other	-	Direct	Sale	4,000	81.74	$326,960.00	921	4
2026-01-29	Hicke, Ryan	Director,Officer	CHIEF EXECUTIVE OFFICER	Direct	Sale	80,000	87.40	$6,992,000.00	197,164	4
2025-12-22	Doran, William	Director	-	Direct	Sale	7,000	83.85	$586,950.00	623,802	4
2025-12-04	Mccabe, Philip	Officer	See Remarks	Direct	Sale	12,000	81.11	$973,320.00	62,544	4
2025-12-03	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	24,770	80.87	$2,003,149.90	6,942,812	4
2025-11-12	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	25,000	84.21	$2,105,250.00	13,500	4
2025-11-11	Romeo, Carmen	Director	-	Direct	Sale	5,000	84.01	$420,050.00	1,573,527	4
2025-09-29	Mccarthy, Kathryn	Director	-	Direct	Sale	10,000	85.66	$856,600.00	75,641	4
2025-09-23	Guarino, Carl	Director	-	Direct	Sale	10,000	86.41	$864,100.00	16,042	4
2025-08-19	Hicke, Ryan	Director,Officer	CHIEF EXECUTIVE OFFICER	Direct	Sale	35,000	88.30	$3,090,500.00	171,260	4
2025-08-07	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	7,089	88.55	$627,730.95	13,500	4
2025-08-05	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	684	88.69	$60,663.96	13,500	4
2025-07-31	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	4,727	88.51	$418,386.77	13,500	4
2025-07-29	Warner, Mark Andrew	Other	-	Direct	Sale	5,000	88.75	$443,750.00	1,300	4
2025-05-29	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	66,126	84.74	$5,603,517.24	6,937,582	4
2025-05-15	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	50,000	84.27	$4,213,500.00	13,500	4
2025-05-14	Hicke, Ryan	Officer	CHIEF EXECUTIVE OFFICER	Direct	Sale	21,000	83.36	$1,750,560.00	171,260	4
2025-05-14	Sharma, Sanjay	Officer	See Remarks*	Direct	Sale	20,000	83.40	$1,668,000.00	23,895	4
2025-03-05	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	1,372	76.28	$104,656.16	7,078,708	4
2025-03-04	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	80,000	76.49	$6,119,200.00	7,080,080	4
2025-03-03	Warner, Mark Andrew	Other	-	Direct	Sale	5,000	80.39	$401,950.00	1,300	4
2024-12-16	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	52,042	85.38	$4,443,345.96	7,232,922	4
2024-12-06	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	5,984	84.23	$504,032.32	7,371,522	4
2024-11-26	Doran, William	Director	-	Direct	Sale	5,000	81.80	$409,000.00	661,386	4
2024-11-11	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	7,099	80.81	$573,670.19	7,361,516	4
2024-11-06	Peterson, Michael	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	10,000	79.14	$791,400.00	6,500	4
2024-11-06	Romeo, Carmen	Director	-	Direct	Sale	5,000	79.64	$398,200.00	1,577,652	4
2024-10-28	Mccabe, Philip	Officer	EVP - Head of Investment Mgmt	Direct	Sale	10,500	75.91	$797,055.00	43,544	4
2024-10-28	Guarino, Carl	Director	-	Direct	Sale	7,564	75.77	$573,124.28	13,867	4
2024-10-25	Peterson, Michael	Officer	EVP and General Counsel	Direct	Sale	25,000	74.76	$1,869,000.00	6,500	4
2024-10-25	Hicke, Ryan	Director,Officer	Chief Executive Officer	Direct	Sale	10,000	74.90	$749,000.00	147,609	4
2024-08-29	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	5,670	67.50	$382,725.00	7,498,615	4
2024-08-28	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	61,000	67.36	$4,108,960.00	7,504,285	4
2024-08-26	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	44,163	67.55	$2,983,210.65	7,605,414	4
2024-06-24	Doran, William	Director	-	Direct	Sale	5,000	67.04	$335,200.00	656,386	4
2024-05-14	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	475	67.91	$32,257.25	7,676,996	4
2024-05-10	West, Alfred P Jr	Director,Officer	Executive Chairman	Direct	Sale	70,000	68.60	$4,802,000.00	7,725,471	4
2024-03-28	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	19,363	72.14	$1,396,846.82	7,865,471	4
2024-03-26	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	150,000	70.75	$10,612,500.00	7,884,834	4
2024-03-08	Klauder, Paul	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	2,000	69.80	$139,600.00	20,752	4
2024-02-23	Warner, Mark Andrew	Other	-	Direct	Sale	3,000	67.31	$201,930.00	1,300	4
2024-02-12	Sharma, Sanjay	Officer	See Remarks*	Direct	Sale	15,000	67.20	$1,008,000.00	16,895	4
2024-02-07	Withrow, Wayne	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	16,970	66.04	$1,120,698.80	55,399	4
2024-02-05	Withrow, Wayne	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	17,330	65.89	$1,141,873.70	55,399	4
2023-12-04	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	4,700	60.06	$282,282.00	8,030,834	4
2023-12-01	Romeo, Carmen	Director	-	Direct	Sale	5,000	59.00	$295,000.00	1,589,352	4
2023-11-22	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	18,559	57.91	$1,074,751.69	8,019,877	4
2023-11-21	Withrow, Wayne	Officer	EXECUTIVE VICE PRESIDENT	Direct	Sale	8,924	58.00	$517,592.00	55,399	4
2023-11-21	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	90,478	57.85	$5,234,152.30	8,038,436	4
2023-09-20	Withrow, Wayne	Officer	Executive Vice President	Direct	Sale	10,000	62.03	$620,300.00	55,399	4
2023-09-19	Peterson, Michael	Officer	EVP and General Counsel	Direct	Sale	25,000	61.29	$1,532,250.00	2,500	4
2023-09-13	West, Alfred P Jr	Director,Officer,TenPercentOwner	Executive Chairman	Direct	Sale	43,192	60.14	$2,597,566.88	8,227,019	4
2023-09-08	Mccarthy, Kathryn	Director	-	Direct	Sale	10,000	60.58	$605,800.00	72,466	4
2023-08-30	Mcgonigle, Dennis	Officer	EVP, CFO	Direct	Sale	30,000	62.22	$1,866,600.00	594,163	4
2023-07-28	Peterson, Michael	Officer	EVP and General Counsel	Direct	Sale	10,000	63.20	$632,000.00	2,500	4
2023-07-27	Withrow, Wayne	Officer	Executive Vice President	Direct	Sale	10,000	62.74	$627,400.00	55,399	4
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Institutional Ownership

No data available for chart

2026-03-31

69.35%

Inst. Shares: 83,484,333

Shares Outstanding: 120,385,568

2025-12-31

67.79%

Inst. Shares: 82,866,306

Shares Outstanding: 122,232,251

2025-09-30

66.99%

Inst. Shares: 82,153,635

Shares Outstanding: 122,632,620

2025-06-30

67.30%

Inst. Shares: 83,246,507

Shares Outstanding: 123,697,339

2025-03-31

61.60%

Inst. Shares: 76,864,960

Shares Outstanding: 124,783,725

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	83,484,333	120,385,568	69.35%
2025-12-31	82,866,306	122,232,251	67.79%
2025-09-30	82,153,635	122,632,620	66.99%
2025-06-30	83,246,507	123,697,339	67.30%
2025-03-31	76,864,960	124,783,725	61.60%
2024-12-31	75,117,260	126,839,734	59.22%
2024-09-30	73,885,782	128,755,430	57.38%
2024-06-30	74,416,626	129,855,332	57.31%
2024-03-31	73,555,464	131,329,261	56.01%
2023-12-31	72,044,486	131,177,513	54.92%
2023-09-30	72,645,888	131,571,000	55.21%
2023-06-30	70,709,614	132,230,000	53.47%
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SEI INVESTMENTS CO (SEIC) — SEC Financial Statements & Analysis

SEI INVESTMENTS CO (SEIC) is a security brokers, dealers & flotation companies company, incorporated in PA. SEI INVESTMENTS CO trades on Nasdaq as: SEIC. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), SEI INVESTMENTS CO reported a 11.10% year-over-year revenue growth, a Gross Profit Margin of 100.03% (TTM), a Debt-to-Equity ratio of 0.10x, a Price-to-Sales (P/S) ratio of 4.29x (TTM), a Price-to-Book (P/B) ratio of 4.15x (TTM), at a market cap of $10.52B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 11.10%
Gross Profit Margin TTM: 100.03%
Debt To Equity: 0.10x
P/S TTM: 4.29x
P/B TTM: 4.15x
Market Cap: $10.52B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is SEI INVESTMENTS CO in?

SEI INVESTMENTS CO (SEIC) operates in the Security Brokers, Dealers & Flotation Companies industry.

What is SEIC's market cap?

SEI INVESTMENTS CO (SEIC) has a market capitalization of $10.52B as of 2026-06-30.

What is SEIC's P/E ratio?

SEI INVESTMENTS CO (SEIC)'s trailing twelve month P/E ratio is 14.76x as of 2026-06-30.

What exchange does SEIC trade on?

SEI INVESTMENTS CO (SEIC) trades on the Nasdaq.

Where is SEI INVESTMENTS CO incorporated?

SEI INVESTMENTS CO is incorporated in PA.