Welcome to our dedicated page for Sei Invts Co news (Ticker: SEIC), a resource for investors and traders seeking the latest updates and insights on Sei Invts Co stock.
SEI Investments Company (NASDAQ: SEIC) is frequently featured in financial news for its activities as a global provider of financial technology, operations, and asset management services within the financial services industry. Company releases emphasize SEI’s work with banks, wealth managers, trust companies, and advisory firms, as well as its role in supporting digital transformation, platform implementations, and asset management initiatives.
News coverage for SEI includes executive and leadership updates, such as the appointment of a Head of Bank Asset Management Distribution and a Chief Product Officer, and governance developments disclosed in Form 8-K filings, including board leadership changes and the transition of its founder to Chairman Emeritus. These items give investors and industry participants insight into SEI’s organizational direction and oversight.
Investors following SEIC news will also see earnings and capital allocation announcements, including quarterly earnings release dates, dividend declarations, and share repurchase program authorizations, all documented through press releases and 8-K filings. In addition, SEI reports on strategic transactions and partnerships, such as its strategic investment in Stratos Wealth Holdings, the closing of the sale of its Family Office Services business to Aquiline Capital Partners, and collaborations with firms like Syverson Strege and Clermont Trust USA that adopt the SEI Wealth Platform.
Another recurring theme in SEI’s news is the evolution of its technology and wealth management platforms, including enhancements to the SEI Wealth Platform and expansions of tax management and overlay capabilities for separately managed and unified managed accounts. Readers can use this news page to monitor how SEI’s technology, operations, and asset management services are being applied across the wealth management ecosystem and how the company communicates its strategy and initiatives to the market.
SEI (NASDAQ: SEIC) announced that Paul Lehman, CFA has joined as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI Asset Management, effective Jan. 15, 2026.
Lehman will lead distribution across national, regional and community banks, affiliated wealth organizations, and independent trust companies, focusing on deepening existing relationships and expanding delivery of SEI's public and private individual solutions, OCIO and Co-CIO offerings integrated with SEI's technology platform. Lehman brings more than 30 years of bank trust and wealth experience, most recently leading the Bank Trust Group at Dimensional Fund Advisors and previously serving as CIO at First Citizens Bank. He holds a CFA and graduate and undergraduate degrees.
SEI (NASDAQ: SEIC) will release fourth-quarter 2025 earnings on Wednesday, January 28, 2026, after the market closes. The company will host a conference call the same day beginning at 5:00 p.m. Eastern time to discuss results.
Analysts and investors are asked to register to join the call. The public may listen and access a replay at ir.seic.com/events-presentations/events.
SEI (NASDAQ:SEIC) appointed Jeff Benfield as Chief Product Officer effective Jan. 8, 2026. Reporting to Chief Technology Officer Zach Womack, Benfield will lead enterprise product strategy and the full product lifecycle to align solutions with business goals, regulatory needs, and client requirements. He previously led platform strategy and operations for SEI's Asset Management business and has 18+ years in financial services, with prior roles at Vanguard, Pershing/Albridge, and Axa Advisors.
SEI Investments (NASDAQ: SEIC) declared a regular semi-annual cash dividend of $0.52 per share on Dec. 12, 2025, up from the prior semi-annual dividend of $0.49. Record date is Dec. 29, 2025 and the payment date is Jan. 12, 2026.
The increase represents a raise in the semi-annual payout and establishes the cash distribution schedule for eligible shareholders.
SEI (NASDAQ: SEIC) announced that founder Alfred P. West, Jr. will step down as Executive Chairman and resign from the board effective Jan. 1, 2026, and will become Chairman Emeritus.
The Board appointed independent director Carl A. Guarino as Chairman effective Jan. 1, 2026. West founded SEI in 1968, served as CEO for 54 years, and led the firm into a global company that manages, advises, or administers approximately $1.8 trillion in assets with more than $2.1 billion in annual revenues.
CEO Ryan Hicke and incoming Chairman Guarino both praised West's strategic vision and signaled a planned, orderly leadership transition aimed at continuing SEI's innovation and client focus.
SEI (NASDAQ: SEIC) reported sustained momentum in global wealth management through client implementations, platform migrations, and professional services activity for the nine months ended Sept. 30, 2025. Key operational highlights include 13 completed client implementations, 12 client re‑contracts, 21 new professional services engagements, and 14 launched projects across 13 firms. The company cited its PMO and Professional Services teams' experience delivering enterprise digital transformations, noting ~80 enterprise projects launched since 2020. A major client migration moved approximately 19,800 accounts totaling $41.5 billion AUM onto the SEI Wealth Platform.
SEI (NASDAQ: SEIC) completed the first stage of a strategic investment in Stratos Wealth Holdings on Dec. 3, 2025, buying the U.S. Stratos business for approximately $441 million, representing ~81% of the total transaction value.
SEI will pay a total cash consideration of approximately $544 million for 57.5% of SEI-Eclipse Holding Company; legacy holders retain 42.5% subject to put/call rights that could ultimately lead to 100% ownership. Stratos operates across 29 states with a network of more than 350 advisors. A second-stage purchase of Stratos' Mexico-based NSC business is expected to close in 2026, subject to regulatory approval.
SEI (NASDAQ:SEIC) announced that fee-only advisory firm Syverson Strege, headquartered in West Des Moines, IA, selected SEI to advance its strategic growth and migrate $1 billion in assets under management to SEI's Wealth PlatformSM on Nov. 18, 2025.
The partnership gives Syverson Strege integrated custody, open-architecture technology, investment management, and advanced planning capabilities aimed at improving operational efficiency, digital client experience, tax optimization, and long-term income strategies. SEI will provide a Business Transition team to manage onboarding and custodial safeguards, while both firms cited alignment on client-first service and support for scale and innovation.
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.
FAQ
What is the current stock price of Sei Invts Co (SEIC)?
What is the market cap of Sei Invts Co (SEIC)?
