US · Financial Services · Asset Management
EPS came in at 1.66 against a street estimate of 1.45 — a beat of 14.5%.
Analysts rate SEI Investments Company a buy (4 buy, 4 hold, 0 sell out of 8) with an average price target of $115.86.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.42% |
| Loomis, Sayles & Company LP | 7.19% |
| Vanguard Portfolio Management, LLC | 5.10% |
| Morgan Stanley - Brokerage Accounts | 3.99% |
| Vanguard Capital Management, LLC | 3.95% |
| State Street Corp | 3.49% |
| Bank of America Corp | 2.43% |
| Geode Capital Management, LLC | 2.36% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 | 2026-07-27 |
| Results announced · Q3 2026 | 2026-07-22 |
| Shareholder vote results · Q2 2026 | 2026-05-28 |
| Quarterly report · Q1 2026 | 2026-04-27 |
| Results announced · Q2 2026 | 2026-04-22 |
| Proxy statement · Q2 2026 | 2026-04-15 |
| Reg FD disclosure · Q1 2026 | 2026-03-02 |
| Annual report FY2025 | 2026-02-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of U.S.-based Stratos Wealth Holdings business for $440.8M SEI Investments Company completed the first stage of its strategic acquisition of Stratos Wealth Holdings on December 3, 2025. SEI paid approximately $440.8 million for the U.S.-based Strato | 2025-12-03 |
| Board approves $650 million increase to stock repurchase program SEI Investments Company's Board of Directors approved a $650 million increase to its stock repurchase program on October 20, 2025. This brings the total available authorization to approximat | 2025-10-24 |
Technicals, trade setups with a published hit rate, $AI analysis and earnings-call summaries for SEI Investments Company — free to start.
Google PlayApp StoreData updated 2026-08-05.