Every 8-K that SEI Investments Co (SEIC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SEIC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SEIC filings page.
SEI Investments Company reported strong second-quarter 2026 results. Revenue was approximately $641.6 million, up 15% from a year earlier, with income from operations rising 33% to $197.0 million and operating margin improving to 31%. Net income attributable to SEI Investments was $195.7 million and diluted EPS was $1.59, both lower than the prior year when results included a large gain on a business sale. On a non-GAAP basis, adjusted income from operations increased 36% to $207.0 million, adjusted diluted EPS rose 38% to $1.66, and adjusted operating margin reached 32%.
Business growth was broad-based: Investment Managers revenue grew 17% and operating profit 25%, Private Banks revenue grew 11% and operating profit 39%, Investment Advisors revenue grew 30% and operating profit 22%, while Institutional Investors revenue increased 1% and operating profit declined 2%. Ending assets under management increased 9.5% during the quarter to $606.7 billion, and combined administration, platform, and advisement assets were $1.41 trillion. Net sales events totaled $43.5 million in the quarter and $110.6 million year to date, and SEI repurchased 1.3 million shares for $112.4 million at an average price of $86.92.
SEI Investments Company reported results from its 2026 Annual Meeting of Shareholders and declared a cash dividend. Shareholders elected directors Ryan P. Hicke, Kathryn M. McCarthy, and Thomas C. Naratil to terms expiring in 2029, each receiving over 78 million votes in favor.
Shareholders approved, on an advisory basis, the compensation of named executive officers with 92,371,903 votes for and 97.5% of votes cast in favor. They also ratified KPMG LLP as independent registered public accountants for 2026 with 100,232,168 votes for, or 99.4% of votes cast. The board declared a regular semi-annual dividend of $0.52 per share, payable June 16, 2026, to shareholders of record on June 8, 2026.
SEI Investments Company reported strong first-quarter 2026 results with broad-based growth. Revenue rose 13% year over year to $622.2 million, while income from operations increased 21% to $189.5 million. Diluted EPS reached $1.40, up 20% from the prior-year quarter.
On a non-GAAP basis, adjusted EPS was $1.44, up 21%, and adjusted income from operations grew 24% with the adjusted operating margin improving to 32%. Assets under management were $554.1 billion, and administration, platform, and advisement assets totaled $1.336 trillion. SEI also repurchased 2.6 million shares for $208.3 million.
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.
SEI Investments Company filed a current report to let investors know it has released its financial and operating results for the fourth quarter ended December 31, 2025. The company issued a press release, furnished as Exhibit 99.1, announcing these results.
The report also notes that a recording of the related earnings call is available for replay on the company’s investor relations website. In addition, an earnings presentation for the same quarter is furnished as Exhibit 99.2. The press release and presentation are furnished under Items 2.02 and 7.01 and are not treated as filed for liability purposes under the Securities Exchange Act.
SEI Investments Company entered into a new employment agreement with Chief Executive Officer Ryan Hicke, replacing his prior contract and running through June 1, 2031. The agreement sets an initial annual salary of $900,000, which may be increased during the term, and an initial annual target cash bonus opportunity of $2,700,000 based on individual and company performance as determined by the Compensation Committee.
Hicke is eligible each year for equity grants under the 2024 Omnibus Equity Compensation Plan or a successor plan. If the company terminates him without cause, or upon death or disability, and he signs a release, he is entitled to accrued obligations, cash severance tied to salary and bonus, and full accelerated vesting of unvested equity awards, with options generally exercisable for 18 months. If he resigns for good reason within 24 months after a change in control, severance includes a formula-based payment using 1.5 times salary and target bonus, a prorated bonus amount, full accelerated vesting and an extended exercise period. The agreement also includes non-compete, non-solicitation and confidentiality covenants.
SEI Investments Company reported that founder Alfred P. West, Jr. has resigned from its Board of Directors and as an officer of the company and its subsidiaries and affiliates, effective January 1, 2026, after more than 50 years of leadership including service as chief executive officer and most recently Executive Chairman. The company stated that his decision was not due to any disagreement regarding operations, policies or practices.
To retain his experience, the Board appointed Mr. West as non-voting Chairman Emeritus effective upon his resignation, named independent director Carl Guarino as non-executive Chairman, and reduced the Board size from nine to eight members. The Board also declared a cash dividend of $0.52 per share, payable January 12, 2026 to shareholders of record on December 29, 2025.
SEI Investments Company increased its stock repurchase program by an additional $650 million, bringing the available authorization to approximately $773 million, as approved by the Board on October 20, 2025.
The company furnished a press release as Exhibit 99.1. This action expands the capacity for share repurchases; actual buybacks, if any, would occur at the company’s discretion.
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.
SEI Investments Company filed a current report to furnish its 2025 Investor Day presentation as an exhibit. The presentation, provided under Regulation FD, is treated as “furnished” rather than “filed,” which limits its use for certain legal liability and incorporation-by-reference purposes.
The company highlights numerous forward-looking statements in the presentation, covering sales momentum, growth strategies, asset management plans, operating margins, capital allocation, segment reporting, global talent strategy, and geographic expansion. SEI cautions that these statements are based on current management expectations and are subject to significant risks and uncertainties described in its Form 10-K risk factors.