SEI Investments Company filings document operating results, investor communications, governance matters and capital actions for a Nasdaq-listed financial technology, operations and asset management company. Recent Form 8-K reports furnish quarterly earnings releases, earnings presentations and Regulation FD investor materials tied to SEI's operating performance and business positioning.
The company's definitive proxy materials cover board structure, executive compensation, equity awards and shareholder governance disclosures. Other material-event filings document executive employment arrangements, board leadership changes and stock repurchase authorizations. SEIC filings also identify its common stock, par value $0.01 per share, as registered on The Nasdaq Stock Market.
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.