AI Earnings Predictions for SEI Investments Company (SEIC)

EX-99.1

2 seic-earningsreleaseex9911.htm

PRESS RELEASE

Document

SEI Reports Third-Quarter 2026 Financial Results

OAKS, Pa., Oct. 21, 2026 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third quarter 2026. Relative to the third quarter 2025, EPS increased by 6%, and revenue and operating income grew by 14% and 24%, respectively, with operating margin increasing to 30%. On an adjusted basis, EPS and operating income grew 24% and 25%, respectively, with the adjusted operating margin increasing to 31%. In addition, on October 20, 2026, SEI's Board of Directors approved an increase in the stock repurchase program by an additional $800 million, increasing the available authorization under the program to approximately $926 million.

Consolidated Overview

(In thousands, except earnings per share)

For the Three Months Ended September 30,

For the Nine Months Ended September 30,

2026

2025

%

2026

2025

%

U.S. GAAP Basis

Revenues

$662,043

$578,511

14%

$1,925,843

$1,689,456

14%

Income from operations

197,999

159,961

24%

584,501

465,693

26%

Operating margin

30

%

28

%

7%

30

%

28

%

7%

Net income attributable to SEI Investments

168,258

164,204

2%

538,403

542,804

(1)%

Diluted earnings per share

$1.38

$1.30

6%

$4.37

$4.25

3%

Non-GAAP Basis(1)

Adjusted income from operations

$208,493

$166,896

25%

$614,127

$480,054

28%

Adjusted diluted earnings per share

$1.64

$1.32

24%

$4.73

$3.71

27%

Adjusted operating margin

31

%

29

%

7%

32

%

28

%

14%

(1) See Non-GAAP Information and Reconciliations on pgs 11-12

“SEI’s third-quarter results reinforce our confidence in the strategy and operating model we have put in place. Our growth is broad-based, our client relationships are becoming deeper and more strategic, and our year-to-date sales results have already surpassed the highest full-year total in SEI’s history,” said CEO Ryan Hicke.

“We are increasingly engaging with clients not as a vendor, but as a growth and transformation partner, bringing together our technology, operations, data, investment solutions, and expertise to help them achieve their most important business objectives. We remain focused on executing with discipline, investing where we can create differentiated value, and building a more scalable business that can deliver durable growth for our clients and shareholders.”

1

Summary of Third-Quarter Results by Business Segment

(In thousands)

For the Three Months

Ended September 30,

For the Nine Months Ended September 30,

2026

2025

%

2026

2025

%

Investment Managers:

Revenues

$235,817

$207,050

14%

$684,213

$594,165

15%

Expenses

143,562

125,934

14%

413,479

364,781

13%

Operating Profit

92,255

81,116

14%

270,734

229,384

18%

Operating Margin

39

%

39

%

40

%

39

%

Private Banks:

Revenues

160,439

143,994

11%

469,580

423,157

11%

Expenses

128,275

120,763

6%

373,526

354,236

5%

Operating Profit

32,164

23,231

38%

96,054

68,921

39%

Operating Margin

20

%

16

%

20

%

16

%

Investment Advisors:

Revenues

185,378

147,465

26%

532,970

421,234

27%

Expenses

107,678

79,128

36%

305,901

227,384

35%

Non-controlling interests and other, net (A)

2,034

—

NM*

4,732

—

NM

Operating Profit

75,666

68,337

11%

222,337

193,850

15%

Operating Margin

41

%

46

%

42

%

46

%

Institutional Investors:

Revenues

70,638

71,826

(2)%

211,856

209,675

1%

Expenses

37,801

38,068

(1)%

111,764

109,795

2%

Operating Profit

32,837

33,758

(3)%

100,092

99,880

—%

Operating Margin

46

%

47

%

47

%

48

%

Investments in New Businesses:

Revenues

9,771

8,176

20%

27,224

41,225

(34)%

Expenses

10,588

11,863

(11)%

29,820

48,789

(39)%

Operating Loss

(817)

(3,687)

(78)%

(2,596)

(7,564)

(66)%

Totals:

Revenues

$662,043

$578,511

14%

$1,925,843

$1,689,456

14%

Expenses

427,904

375,756

14%

1,234,490

1,104,985

12%

Corporate Overhead Expenses

36,140

42,794

(16)%

106,852

118,778

(10)%

Income from operations (B)

$197,999

$159,961

24%

$584,501

$465,693

26%

Adjusted income from operations

$208,493

$166,896

25%

$614,127

$480,054

28%

(A) Primarily includes non-controlling interest and earnings from equity method investments.

(B) Excludes non-controlling interests and other, net

* Variances noted "NM" indicate the percent change is not meaningful.

2

Third-Quarter Business Highlights:

•SEI delivered strong third-quarter results, with diluted EPS increasing 6% compared to the prior year. On an adjusted basis, diluted EPS increased 24% to $1.64, driven by revenue growth, margin expansion, and a 3% reduction in share count from SEI's share repurchase program.

◦Third-quarter operating income included $6.4 million of additional incentive compensation expense associated with the strength of year-to-date performance and the current outlook for the remainder of the year.

•Third-quarter net sales events total

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