Sei Invts Co Stock Price, News & Analysis

SEI (NASDAQ:SEIC) on November 12, 2025 expanded its tax management and overlay capabilities for separately managed accounts (SMA) and unified managed accounts (UMA).

The enhancements add ETF integration, expanded tax-transition analysis, coordinated trading and overlay management to reduce wash sales, an annual capital gains budget feature, automated daily tax-loss harvesting at the tax-lot level, and an Estimated Taxes Saved Report showing year-to-date and since-inception tax savings. SEI says the changes aim to give advisors greater control, transparency, and optionality to improve after-tax outcomes for investors.

SEI (NASDAQ:SEIC) announced that Clermont Trust USA is now live on the SEI Wealth Platform (SWP) using a streamlined SWP configuration and an accelerated implementation model designed for regional and community banks and trust companies managing <$1 billion in assets.

The arrangement offers end-to-end infrastructure, access to SEI asset management, advisor and client portals, advanced reporting, business process outsourcing, and on-demand industry expertise. SEI reported $1.3 trillion in assets on SWP and $7.1 trillion on its wealth management platforms as of Dec 31, 2024.

SEI Investments Company (NASDAQ:SEIC) announced that its Board approved an increase to the company's stock repurchase program by $650 million, raising the program's available authorization to approximately $773.2 million. The total includes $123.2 million remaining under the prior share repurchase authorization as of October 20, 2025.

SEI Investments (NASDAQ:SEIC) reported 3Q25 results on Oct 22, 2025: revenues $578.5M (+8% YoY), operating income $160.0M (+11% YoY), operating margin 28%, and diluted EPS $1.30 (+9% YoY). Nine-month revenue rose 8% to $1.689B and diluted EPS was $4.25 YTD.

The company reported record net sales events of $106.3M for the nine months, strong Investment Managers and Advisors performance, and repurchased 1.6M shares for $141.6M in 3Q25 (9.3M shares repurchased trailing 12 months). A conference call was scheduled for Oct 22, 2025 at 5:00 PM ET.

SEI (NASDAQ: SEIC) will release third-quarter 2025 earnings on Wednesday, October 22, 2025 after market close. The company will host a conference call to discuss results beginning at 5:00 p.m. Eastern Time. Analysts and investors may join by completing the registration form. The public can listen live and access a replay at ir.seic.com/events-presentations/events.

SEI (NASDAQ:SEIC) was selected by H.I.G. Capital to provide fund administration and depositary services for certain Luxembourg- and Cayman-domiciled private equity and infrastructure assets, announced on October 8, 2025. H.I.G. manages $70 billion of capital and invests across multiple private markets strategies. SEI said its platform will automate workflows, reduce data replication, and improve transparency, leveraging local teams in Oaks, London, Dublin, and Luxembourg. SEI reported surpassing $1.5 trillion in alternative AUA in 2024 and ranks 6th of 164 in Luxembourg (Preqin, 21 Jul 2025).

SEI (NASDAQ:SEIC) named Dave Langdale as Chief Revenue Officer for its U.S. Private Banking business, effective Jan. 1, 2026. Langdale will report to Sanjay Sharma and lead sales, client service, and growth strategies focused on expanding revenue from new and existing clients.

Langdale currently serves as Global Head of Operations and led SEI Private Trust Company back‑office operations. He joined SEI in 2002 and holds a bachelor's degree in business management and a CSOP certification. As of Dec. 31, 2024, SEI processed ~$7.1 trillion in assets on its wealth platforms and had ~$1.1 trillion in assets under custody.

SEI (NASDAQ:SEIC) has announced a strategic partnership with Graphene, a U.K.-based Infrastructure-as-a-Service provider, through its European subsidiary SEI Investments Europe Limited (SIEL). The partnership will leverage the SEI Wealth Platform to enhance Graphene's offering for wealth managers, family offices, and independent financial advisers.

Additionally, SEI Ventures Inc., the company's venture capital program, has made a strategic investment in Graphene. The collaboration aims to provide wealth management firms with institutional-grade operations and technology infrastructure, enabling them to build and manage their own data-driven platforms while maintaining control over their technology and platform experience.

SEI (NASDAQ:SEIC) announced that Symmetry Partners has chosen their Advisors' Inner Circle Fund (AIC) platform to launch its first ETF, the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM), which began trading on September 10, 2025.

The active ETF employs a systematic, rules-based approach using cross-sectional momentum to capture performance trends across the S&P 500's 11 sectors. The strategy analyzes 6- and 12-month price momentum signals to determine holdings across 3-6 sectors.

This launch expands SEI's existing relationship with Symmetry Partners, which began in 2018 with eight mutual funds. The AIC platform, which reached $100 billion in net assets in 2024, currently supports 45 clients and 127 funds. In 2025 alone, SEI has supported the launch of 32 ETFs.