Sei Invts Co Stock Price, News & Analysis

SEI (NASDAQ:SEIC) has completed the sale of its Family Office Services business to Aquiline, a private investment firm focused on financial services and technology. The business will now operate under the name Archway, effective June 30, 2025.

The Archway Platform, which supported $733 billion in assets as of March 31, 2025, provides integrated technology and outsourced services for family offices and financial intermediaries, specializing in accounting, investment management, and reporting solutions for ultra-high-net-worth families.

Morgan Stanley & Co. LLC acted as financial advisor to Aquiline, with Ropes & Gray LLP serving as legal counsel. Holland & Knight served as legal counsel to SEI in the transaction.

SEI (NASDAQ: SEIC) released research revealing significant operational inefficiencies in private markets fund administration. The study found that 43% of non-investment staff are involved in fund administration replication tasks, while 55% of firms maintain internal accounting records. The research, conducted with Cutter Associates, highlights that 57% of firms work with multiple administrators, though 58% prefer a single provider. Data replication causes reporting delays for 47% of firms by three or more days. The study shows a shift in approach, with 24% actively reducing replication and 55% considering future reductions. Private markets have seen nearly 20% annual growth in assets under management since 2018, driving the need for more efficient administration solutions.

SEI (NASDAQ:SEIC) released data from its business audit tool revealing significant trends in the financial advisory industry. The study, based on 240 financial advisors' responses, shows that 40% of advisors are planning major business transitions within 18 months, including selling practices or merging with other firms. Key findings indicate that 92% of advisors prioritize business expansion, 80% focus on business planning, 51% emphasize operational efficiency, and 43% are investing in people and culture. The tool provides advisors with insights into business health and growth opportunities. According to Shauna Mace, Head of Practice Management at SEI, the industry is experiencing significant transformation driven by changing client expectations, technology, and demographics.

SEI (NASDAQ: SEIC) has announced its participation in the William Blair 45th Annual Growth Stock Conference in Chicago. Sean Denham, the company's Chief Financial and Chief Operating Officer, will deliver a presentation on June 5, 2025 at 10:20 a.m. ET. The presentation will be available via live webcast. Denham and Michael Lane, Executive Vice President and Head of Asset Management, will conduct one-on-one and small group meetings during the event. Interested analysts and portfolio managers should contact William Blair to arrange meetings. A replay of the webcast will be accessible through SEI's website's Investor Relations section after the conference.

SEI Investments Company (NASDAQ: SEIC) has announced a regular semi-annual dividend distribution. The company's Board of Directors has declared a dividend of $0.49 per share, maintaining its commitment to shareholder returns. The dividend will be paid to shareholders who are on record as of June 9, 2025, with the actual payment scheduled for June 17, 2025.

SEI (NASDAQ:SEIC) announced that TrinityBridge has expanded their strategic partnership by adopting SEI Sphere, becoming the first UK/EMEA client to implement this managed services platform. TrinityBridge, which already uses the SEI Wealth Platform and SEI Data Cloud, will now leverage SEI Sphere's unified managed services for cloud, cybersecurity, and network operations.

The expanded partnership aims to modernize TrinityBridge's enterprise technology and data infrastructure through an integrated platform approach. Key benefits include replacing fragmented IT systems, enabling real-time intelligence for decision-making, and consolidating vendors to better align with business priorities. This strategic move supports TrinityBridge's commitment to delivering high-quality wealth management services while meeting regulatory requirements and maintaining strong data protection standards.

SEI (NASDAQ:SEIC) has announced two key leadership appointments in its Traditional Investment Managers segment. Sean Lawlor has been promoted to Senior Vice President and Head of SEI's Traditional Investment Managers business, while Lori Wayne has been appointed as Head of Client Services and Relationship Management.

Lawlor, who joined SEI in June 2024, will oversee business development strategy, client servicing, sales, and operations for U.S.-based traditional investment manager clients. Wayne, a 23-year SEI veteran, will focus on expanding the client service model and identifying new business opportunities.

The appointments reflect SEI's strategic response to industry changes, particularly the convergence of public and private markets. The company serves 43 of the top 100 asset managers worldwide through operational centers in Oaks, PA, London, Dublin, and Luxembourg.

SEI (NASDAQ:SEIC) announced that Summit Wealth Group has selected SEI to support its transition to a registered investment advisor (RIA) model. Summit Wealth Group, founded in 1985 and operating 10 offices across five states, plans to migrate approximately $2.1 billion in assets to the SEI Wealth Platform.

The partnership provides Summit with integrated custody, technology, investment management, and transition services. Summit will leverage SEI's enterprise capabilities across investment management, portfolio solutions, and advanced planning capabilities for tax and income optimization. The transition aims to provide Summit with improved flexibility, greater business control, and enhanced client solutions.

SEI Investments Company (NASDAQ:SEIC) reported strong Q1 2025 financial results, with significant growth across key metrics compared to Q1 2024. The company achieved an 18% increase in EPS to $1.17, while revenue grew 8% to $551.3 million and operating income surged 25% to $157.1 million. Operating margins expanded to 28%, marking the highest level in three years.

The company recorded record-high net sales events of $46.6 million in Q1 2025, with trailing 12-month sales reaching $153.2 million. All business segments showed improved performance, with Private Banks seeing 34% operating profit growth, Investment Managers 19%, and Investment Advisors 15%. During Q1, SEI repurchased 2.5 million shares for $192.8 million at an average price of $77.10 per share.