Welcome to our dedicated page for SEI INVESTMENTS CO SEC filings (Ticker: SEIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on SEI INVESTMENTS CO's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into SEI INVESTMENTS CO's regulatory disclosures and financial reporting.
SEI Investments (SEIC) Q2-25 10-Q highlights
- Revenue up 7.9% YoY to $559.6 m; six-month revenue +7.8% to $1.11 bn.
- Operating income rose 8.9% to $148.6 m; operating margin stable at 26.6%.
- Net income jumped 63% to $227.1 m (diluted EPS $1.78, +69%) driven by a $94.4 m gain on a business divestiture.
- Core profitability also improved: excluding the divestiture gain, net income rose ~12% YoY.
- Six-month OCF increased to $243.0 m (+7%), supporting $373.6 m in share buybacks (4.7 m shares) and a higher dividend of $0.49/share.
- Cash & equivalents declined to $746 m (-$94 m YTD) after buybacks and dividend payments; no revolving-credit borrowings, $320 m availability.
- Equity in earnings of LSV slipped 1.7% YoY; partnership distributions of $67.1 m helped fund capital returns.
- Balance sheet: total assets $2.63 bn (-2% YTD); liabilities down 33% on lower accrued compensation and taxes. Net cash position maintained.
Overall, SEIC delivered solid top-line growth, margin resilience, and material EPS accretion, while continuing aggressive capital returns. Key watch-items are lower cash balances and modest pressure on investment income.
SEI Investments Co. (SEIC) Form 4: Director Thomas C. Naratil reported the acquisition of 2,076 shares of SEIC common stock on 22 Jul 2025. The shares were granted as employment compensation and are structured as Restricted Stock Units (RSUs) that will vest over time. After this initial grant, Naratil now beneficially owns 2,076 shares, all held directly. No derivatives were involved and no cash price was disclosed.
The transaction is immaterial to SEIC’s share count but provides early equity alignment for a recently appointed board member. While not an open-market purchase, insider ownership—even via RSUs—can signal longer-term commitment and align director incentives with shareholder interests. There are no indications of significant strategic or financial impact to the company from this filing.