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 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 insider Mark Andrew Warner reported multiple transactions in company stock. He exercised stock options covering 2,000 shares on two occasions and separately acquired 2,000 and 2,000 shares of common stock at $71.12 per share as employment compensation. He also sold 4,000 shares of common stock in open-market transactions at a weighted average price of $81.74 per share, based on individual sales between $81.67 and $81.80. After these trades, he directly owns 921 shares of SEI Investments common stock.
SEI Investments Company files its annual report describing a global financial technology, operations, and asset management business serving banks, advisors, institutions, and asset managers. In 2025, total revenues were $2,297,381 thousand, mainly from technology and operations outsourcing and asset management fees.
The company reports managing, advising, or administering about $1.9 trillion in assets and $455.4 billion in managed assets as of December 31, 2025. SEI completed the first stage of a 57.5% strategic investment in Stratos Wealth Holdings for approximately $544.0 million, expanding its presence in the advisor ecosystem. It also highlights extensive regulatory oversight, ongoing work with the UK FCA, growing cyber and AI-related risks, offshoring via a Global Capability Center in India, and detailed strategic and operational risks across its core business segments.
SEI Investments Company filed a Form 13F-HR combination report summarizing institutional equity holdings managed through its subsidiaries. The filing covers 6,077 reportable positions with an aggregate Form 13F information table value of 101,309,366,864. SEI states it is a parent holding company and disclaims investment discretion and voting authority, which reside with operating subsidiaries such as SEI Investments Management Corporation, SEI Trust Company, and SEI Investments Canada Company. The report notes 4 other included managers and relies on multiple external sub-advisers, many of which file their own Form 13F reports, making this a partial, combination view of SEI-related managed assets.
Loomis, Sayles & Co., L.P. reported beneficial ownership of 8,808,845.24 shares of SEI Investments Co common stock, representing 7.19% of the outstanding class as of 12/31/2025.
The firm has sole voting power over 7,264,083 of these shares and no shared voting or dispositive power. The securities are held for the benefit of its clients, none of whom individually holds more than 5% of the class. Loomis Sayles states the position is held in the ordinary course of business and not for changing or influencing control of SEI Investments.
SEI Investments CEO Ryan Hicke reported multiple option exercises and share sales. On January 29, 2026, he exercised several stock options for 12,500, 12,500, 17,500, 20,000 and 17,500 shares of common stock at exercise prices of $71.12, $71.12, $48.47, $64.43 and $56.54, respectively.
On the same date he sold 17,009 shares at a weighted average price of $86.75, 49,937 shares at $87.39, and 13,054 shares at $88.06. After these transactions, he directly owned 197,163.77 shares, plus 15,105.763 shares held indirectly through a 401(k) plan and 57,500 stock options.
SEI Investments Company plans a Rule 144 stock sale. A shareholder filed to sell 80,000 shares of SEI Investments common stock through Charles Schwab on NASDAQ. The shares have an aggregate market value of $6,988,815 and are part of 122,439,410 shares outstanding.
The shares were acquired on the same date via an employee stock option exercise, using a broker-assisted cashless exercise and payment method. By signing the notice, the seller represents they are not aware of undisclosed material adverse information about SEI Investments’ current or future operations.
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.