SEI Investments (NASDAQ: SEIC) outlines growth plan and returns

Rhea-AI Filing Summary

SEI Investments Company is furnishing an investor presentation from the Raymond James Institutional Investor Conference that highlights its recent performance and long-term growth strategy. The company reviews its evolution from 2017 through 2025 and outlines priorities through 2030.

From 2017 to 2022, SEI reports average annual EPS growth of 7%, a consolidated operating margin of 24% in 2022, average annual share repurchases of $364 million, total net sales events of $69 million in 2022, and an average annual total shareholder return of -14%.

From 2022 to 2025, EPS growth averaged 18%, consolidated operating margin reached 27% in 2025, total share repurchases were $616 million in 2025, total net sales events were $150 million in 2025, and average annual total shareholder return was 46%. The presentation emphasizes investing in proven growth engines, boosting international returns, reimagining asset management, enterprise excellence, and strategic capital allocation, including returning 90–100% of free cash flow via dividends and buybacks over 2017–2022.

0000350894FALSE00003508942026-03-022026-03-02

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

________________________________________

FORM 8-K

________________________________________

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D)

OF THE SECURITIES EXCHANGE ACT OF 1934

March 2, 2026

Date of report (Date of earliest event reported)

________________________________________

________________________________________

SEI INVESTMENTS COMPANY

(Exact name of registrant as specified in charter)

________________________________________

Pennsylvania

0-10200

23-1707341

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

1 Freedom Valley Drive

Oaks, Pennsylvania 19456

(Address of Principal Executive Offices and Zip Code)

(610) 676-1000

(Registrants’ Telephone Number, Including Area Code)

________________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, par value $0.01 per share

SEIC

The NASDAQ Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01.    Regulation FD Information.

SEI Investments Company (the “Company”), is furnishing its Raymond James Institutional Investor Conference presentation issued on March 2, 2026 as Exhibit 99.1 to this Current Report on Form 8-K.

As provided in General Instruction B.2 to Form 8-K, the information furnished pursuant to Item 7.01 and Exhibit 99.1 hereof shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing with the Securities and Exchange Commission, except as shall be expressly provided by specific reference in such filing.

This Current Report on Form 8-K and the Exhibit hereto contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology, such as "may," "will," "expect," "believe," ”remain” and "continue" or "appear." Our forward-looking statements include our current expectations as to:

•our ability to maintain our sales momentum;

•how we are reshaping our operating model, deepening client engagement and relationships, strengthening our talent, and sharpening our strategic vision, if at all;

•our ability to generate earnings growth, sales events, and returns to our shareholders;

•the evolution of our go-to-market strategy;

•our ability to serve the world’s most sophisticated institutional, wealth, and asset management organizations;

•our strategic priorities and our ability to execute against these priorities;

•the strength of our position to address current and future uncertainties;

•the impacts of market uncertainty;

•the nature and scope of asset management products we will launch;

•our ability to deliver sustained, long-term growth and shareholder value;

•the demand for our products and services;

•the headwinds that may affect our businesses;

•the opportunities available to us for growth and to gain share in the markets in which we currently, and seek to, participate;

•the performance of our various businesses, including the margins and profitability of such businesses and the events that may affect the margins, profitability and growth prospects of these businesses;

•The drivers of future revenue, margin and earnings growth;

•the benefits, if any, that we or our clients may derive from acquired assets;

•the strength and elements of our balance sheet;

•the strength of our pipelines and the momentum that each may have;

•our run rate and the stability of the elements of that run rate;

•our commitment to returning annual cash flow to shareholders and the percentage of this cash flow that may be returned;

•the resiliency of our business; and

•the market dynamics affecting our businesses.

You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our management and subject to significant risks and uncertainties, many of which are beyond our control or are subject to change. Although we believe the assumptions upon which we base our forward-looking statements are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission.

We do not undertake to update any of our forward-looking statements.

Item 9.01.    Financial Statements and Exhibits.

Exhibit No.			Description
99.1			Raymond James Institutional Investor Conference presentation issued March 2, 2026
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						SEI INVESTMENTS COMPANY
Date:			March 2, 2026			By:			/s/ Sean J. Denham
									Sean J. Denham Chief Financial and Chief Operating Officer

Ryan Hicke, CEO SEI Investments. Raymond James Institutional Investor Conference March 2, 2026

Safe Harbor Statement This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward- looking statements by terminology, such as "may," "will," "expect," "believe," ”remain” and "continue" or "appear." Our forward-looking statements include our current expectations as to: • our ability to maintain our sales momentum; • how we are reshaping our operating model, deepening client engagement and relationships, strengthening our talent, and sharpening our strategic vision, if at all; • our ability to generate earnings growth, sales events, and returns to our shareholders; • the evolution of our go-to-market strategy; • our ability to serve the world’s most sophisticated institutional, wealth, and asset management organizations; • our strategic priorities and our ability to execute against these priorities; • the strength of our position to address current and future uncertainties; • the impacts of market uncertainty; • the nature and scope of asset management products we will launch; • our ability to deliver sustained, long-term growth and shareholder value; • the demand for our products and services; • the headwinds that may affect our businesses; • the opportunities available to us for growth and to gain share in the markets in which we currently, and seek to, participate; • the performance of our various businesses, including the margins and profitability of such businesses and the events that may affect the margins, profitability and growth prospects of these businesses; • The drivers of future revenue, margin and earnings growth; • the benefits, if any, that we or our clients may derive from acquired assets; • the strength and elements of our balance sheet; • the strength of our pipelines and the momentum that each may have; • our run rate and the stability of the elements of that run rate; • our commitment to returning annual cash flow to shareholders and the percentage of this cash flow that may be returned; • the resiliency of our business; and • the market dynamics affecting our businesses. You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our management and subject to significant risks and uncertainties, many of which are beyond our control or are subject to change. Although we believe the assumptions upon which we base our forward-looking statements are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. Past performance does not guarantee future results. Raymond James Institutional Investor Conference 2

Raymond James Institutional Investor Conference 3 Leveraging SEI’s unique competitive position Advice Administration Asset management Innovation Scale Investment

Raymond James Institutional Investor Conference SEI’s business evolution 4 Legacy Inflection Future 7% Avg. annual EPS growth 2017 to 2022 24% Consolidated operating margin 2022 $364M Avg. annual share repurchases 2017 to 2022 $69M Total net sales events 2022 -14% Avg. annual total shareholder return 2017 to 2022 18% Avg. annual EPS growth 2022 to 2025 27% Consolidated operating margin 2025 $616M Total share repurchases 2025 $150M Total net sales events 2025 46% Avg. annual total shareholder return 2022 to 2025 Continued momentum Earnings per share Net sales events Consolidated operating margins 90-100% Combined dividend and share repurchases % of free cash flow 2017 to 2022 2022 to today “SEI 2025 to 2030” Double- digit Average annual TSR Total shareholder return calculated using FactSet, assuming reinvestment of dividends

Raymond James Institutional Investor Conference 5 SEI’s path to accelerating growth POWERING GROWTH Invest in proven growth engines Enterprise excellence Strategic capital allocation Boost international returns Reimagine “asset management” Reimagine “asset management”

Raymond James Institutional Investor Conference 6 Reimagine “assetman gement” Reimagine “asset management” Grow the core Move up market Grow wealth management capability

0% 10% 20% 30% SEI 2024 S&P 500 Average SEI 2030 Target Raymond James Institutional Investor Conference 7 Significant margin upside within global business 0% 10% 20% 30% 40% Global ex-North America North America Operating margins: Global upside % of revenue from non-U.S. Boost international returns Boost international returns Source: 2023 S&P Global Market Intelligence analysis

Raymond James Institutional Investor Conference 8 Capitalize on existing strengths Global alternative investment managers Regional and community banks Enterprise RIAs Professional services Invest in proven growth engines Invest in proven growth engines

Raymond James Institutional Investor Conference 9 Expand initiatives that drive operational gains Enterprise excellence Enterprise excellence Growth Talent CulturePowering the future.

Raymond James Institutional Investor Conference 10 Smart use of capital against growth opportunities Capital Allocation: More than money Balance sheet strategy Dividends and buybacks M&A and internal investment Human capital Automation and innovation Strategic capital allocation Strategic capital allocation

AI risks and opportunities… let’s talk about it 11

Questions? 12Raymond James Institutional Investor Conference

FAQ

What key themes does SEI Investments (SEIC) emphasize in its Raymond James conference presentation?

SEI emphasizes growth, efficiency, and capital return. The presentation focuses on investing in proven growth engines, boosting international returns, reimagining asset management, driving enterprise excellence, and using strategic capital allocation, including dividends, buybacks, M&A, and automation, to support long-term growth and shareholder value.

How has SEI Investments (SEIC) performed between 2017 and 2022 according to the presentation?

SEI reports moderate earnings growth but weak shareholder returns. From 2017 to 2022, average annual EPS growth was 7%, consolidated operating margin reached 24% in 2022, average annual share repurchases were $364 million, net sales events totaled $69 million in 2022, and average annual total shareholder return was -14%.

What performance metrics does SEI Investments (SEIC) highlight for 2022 to 2025?

SEI shows stronger growth and improved returns for 2022–2025. The company cites average annual EPS growth of 18%, a 27% consolidated operating margin in 2025, $616 million of share repurchases in 2025, $150 million of total net sales events in 2025, and a 46% average annual total shareholder return.

How does SEI Investments (SEIC) describe its capital return approach in the presentation?

SEI highlights substantial cash returns to shareholders. The company states that combined dividends and share repurchases represented 90–100% of free cash flow between 2017 and 2022, positioning capital allocation as a core part of its strategy alongside balance sheet management, M&A, internal investment, human capital, and automation.

What future strategic priorities does SEI Investments (SEIC) outline for growth?

SEI outlines a multi-pronged growth plan. The company plans to grow core businesses, move up market, expand wealth management capabilities, boost international returns, capitalize on existing strengths in key client segments, and advance enterprise excellence across growth, talent, culture, and innovation to support its 2025 to 2030 ambitions.

How does SEI Investments (SEIC) address risk and uncertainty in the presentation?

SEI includes extensive forward-looking statement disclosures. Management notes that expectations about growth, margins, sales, and market dynamics are subject to significant risks and uncertainties, directing readers to the Risk Factors section of its Form 10-K for the year ended December 31, 2025, for further detail.

Filing Exhibits & Attachments

4 documents

Press Releases

• EX-99.1 INVESTOR PRESENTATION 9.9 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.7 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 21.4 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.2 KB