SEI Investments (NASDAQ: SEIC) shares Q3 2025 earnings materials with investors
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
SEI Investments Company filed a current report describing its third-quarter update. On October 22, 2025, the company issued a press release with its financial and operating results for the quarter ended September 30, 2025, which is furnished as Exhibit 99.1.
The company also furnished an earnings presentation as Exhibit 99.2 and made a recording of the referenced earnings call available for replay on its investor relations website at ir.seic.com/events-presentations/events. The information in Items 2.02 and 7.01, and Exhibits 99.1 and 99.2, is furnished rather than filed, meaning it is not incorporated into other SEC filings unless specifically referenced.
Positive
- None.
Negative
- None.
8-K Event Classification
3 items: 2.02, 7.01, 9.01
3 items
Item 2.02
Results of Operations and Financial Condition
Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
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
Date of report (Date of earliest event reported)
________________________________________
________________________________________
(Exact name of registrant as specified in charter)
________________________________________
(State or Other Jurisdiction of Incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) | ||||||||||||
(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 | ||||||||||||
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 2.02. Results of Operations and Financial Condition.
On Wednesday, October 22, 2025, SEI Investments Company (the "Company") issued a press release announcing its financial and operating results for the third quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 and incorporated in this Item 2.02 by reference. A recording of the earnings call referenced in the press release furnished as Exhibit 99.1 is available for replay on the Company’s website at ir.seic.com/events-presentations/events.
As provided in General Instruction B.2 to Form 8-K, the information furnished in this Item 2.02 and Exhibit 99.1 hereto shall not be deemed “filed” for purposes of Section 18 of the Securities and 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.
Item 7.01. Regulation FD Information.
A copy of an earnings presentation that is intended to be used by representatives of the Company is furnished as Exhibit 99.2 to this Current Report on Form 8-K and is incorporated herein by reference.
The information furnished pursuant to Item 7.01 and Exhibit 99.2 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.
Item 9.01. Financial Statements and Exhibits.
| Exhibit No. | Description | |||||||
| 99.1 | Press Release dated October 22, 2025 of SEI Investments Company related to the Company's financial and operating results for the third quarter ended September 30, 2025 | |||||||
| 99.2 | Earnings Presentation of SEI Investments Company for the third quarter ended September 30, 2025 | |||||||
| 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: | October 22, 2025 | By: | /s/ Sean J. Denham | ||||||||
| Sean J. Denham Chief Financial and Chief Operating Officer | |||||||||||
FAQ
What did SEI Investments Company (SEIC) report in this 8-K?
The company reported that it issued a press release with its financial and operating results for the third quarter ended September 30, 2025, furnished as Exhibit 99.1.
What period do SEI Investments Company's Q3 2025 results cover?
The results discussed relate to SEI Investments Company's financial and operating performance for the third quarter ended September 30, 2025.
What exhibits are included with SEI Investments Company's Q3 2025 8-K?
The 8-K includes a Q3 2025 results press release as Exhibit 99.1, an earnings presentation as Exhibit 99.2, and a Cover Page Interactive Data File as Exhibit 104.
How can investors access SEI Investments Company's Q3 2025 earnings call replay?
A recording of the earnings call referenced in the press release is available for replay on the company’s investor relations website at ir.seic.com/events-presentations/events.
Are SEI Investments Company's Q3 2025 earnings materials considered filed with the SEC?
The information in Item 2.02, Item 7.01, and Exhibits 99.1 and 99.2 is expressly stated as furnished and not deemed “filed” or incorporated into other SEC filings unless specifically referenced.
Who signed SEI Investments Company's Q3 2025 8-K?
The report was signed on behalf of SEI Investments Company by Sean J. Denham, the Chief Financial and Chief Operating Officer, dated October 22, 2025.