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.
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SEI Investments Co executive Sneha S. Shah, EVP & Head–New Business Ventures, reports initial beneficial ownership. Shah holds 17,838.0000 shares of SEI common stock directly, largely from prior awards received as employment compensation, and 220.5625 shares indirectly through an Employee Stock Purchase Plan. Shah also holds multiple option awards covering an aggregate 82,000 shares of common stock at exercise prices between $62.0000 and $86.5800 per share, many of which vest only if specified adjusted earnings-per-share performance targets are achieved after multi‑year periods.
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 Co. Chairman Emeritus Alfred P. West Jr. reported open-market sales of 57,332 shares of SEI common stock on June 26 and June 29, 2026. The reported sale prices were based on weighted-average trade prices ranging from about $86.60 to $88.37 per share.
After these transactions, West directly holds 6,818,451 shares of SEI common stock, indicating that the sales represent a relatively small portion of his overall position.
SEI Investments Company director William Doran reported an open-market sale of 5,000 shares of Common Stock on June 9, 2026 at $90.50 per share. After this transaction, he directly owns 618,802 shares of SEI Investments common stock.
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 Co: Loomis, Sayles & Co., L.P. files an amended Schedule 13G reporting beneficial ownership of 8,683,519.78 shares of SEI Investments Co common stock, representing 7.1% of the class. The filing shows sole voting power over 7,130,873 shares and states these holdings are held on behalf of clients. The amendment was signed on 05/14/2026.
SEI Investments Company filed a Form 13F Combination Report reporting holdings with an aggregate Form 13F Information Table value of $108,447,233,183. The report lists 6,108 information table entries and identifies 3 other included managers. The filing was signed by Michael N. Peterson on 05-13-2026.
SEI Investments director Kathryn McCarthy reported an exercise-and-sell transaction involving company common stock. On May 4, 2026, she sold 10,000 shares of SEI Investments common stock in an open-market sale at a weighted-average price of $91.07 per share, with individual prices ranging from $91.00 to $91.23.
On the same date, she exercised stock options to acquire a total of 10,000 shares of common stock at an exercise price of $49.63 per share, received as compensation for service on the company’s Board of Directors. After these transactions, she directly owned 77,883 shares of SEI Investments common stock, with no remaining derivative position from the exercised options.