SEI Investments Company (SEIC) Financials

EPS

Hollow marker is the consensus estimate; filled is the reported figure, colored by beat or miss.

Revenue

Outlined bar is the consensus estimate; solid is reported.

Results

Periods without a consensus estimate or a reported figure show a dash.

Period	EPS estimate	EPS actual	EPS surprise %	Revenue estimate	Revenue actual	Revenue surprise %
Q1 27	$1.44	$1.66	+15.3%	—	—	—
Q4 26	$1.32	$1.44	+9.1%	—	—	—
Q3 26	$1.35	$1.38	+2.2%	—	—	—
Q2 26	$1.25	$1.3	+4.0%	—	—	—
Q1 26	$1.2	$1.78	+48.3%	—	—	—
Q4 25	$1.14	$1.17	+2.6%	—	—	—
Q3 25	$1.19	$1.19	0.0%	—	—	—
Q2 25	$1.07	$1.19	+11.2%	—	—	—
Q1 25	$1.04	$1.05	+1.0%	—	—	—
Q4 24	$0.98	$0.99	+1.0%	—	—	—
Q3 24	$0.93	$0.97	+4.3%	—	—	—
Q2 24	$0.87	$0.87	0.0%	—	—	—
Q1 24	$0.86	$0.89	+3.5%	—	—	—
Q4 23	$0.82	$0.79	-3.7%	—	—	—
Q3 23	$0.8	$0.83	+3.7%	—	—	—
Q2 23	$0.68	$0.45	-33.8%	—	—	—

EPS

Reported per-share earnings by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.

Revenue

Reported revenue by fiscal year; the line turns dotted where reported figures end and the analyst consensus begins, with the shaded band marking the low–high range.

Results

Periods without a consensus estimate or a reported figure show a dash.

Period	EPS estimate	EPS actual	EPS surprise %	Revenue estimate	Revenue actual	Revenue surprise %
FY25	—	$5.76	—	—	$2.3B	—
FY24	—	$4.47	—	—	$2.1B	—
FY23	—	$3.49	—	—	$1.9B	—
FY22	—	$3.49	—	—	$2B

Total revenue

Reported revenue per period; the line is the change from the same period a year earlier, on its own left axis.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Revenue	$1.4B	$1.5B	$1.6B	$1.6B	$1.7B	$1.9B	$2B	$1.9B	$2.1B	$2.3B
YoY change	+5.05%	+8.92%	+6.39%	+1.58%	+2.07%	+13.9%	+3.79%	-3.58%	+10.7%	+8.1%

Revenue and profits

Revenue, gross profit, operating income, and net income per period.

Condensed income statement

Click a row to chart it; unreported figures show a dash.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Revenue	1.4B	1.5B	1.6B	1.6B	1.7B	1.9B	2B	1.9B	2.1B	2.3B
Cost of revenue	638.1M	687M	724.2M	729.3M	738.1M	830.3M	945.8M	935.7M	996.8M	1.1B
Gross profit	763.5M	839.5M	900M	920.6M	946M	1.1B	1B	984.1M	1.1B	1.2B
Gross margin	54.5%	55%	55.4%	55.8%	56.2%	56.7%	52.5%	51.3%	53.1%	53.5%
Research & development	—	—	—	—	—	—	—	—	—	—
Selling, general & administrative	182.8M	222.7M	224.7M	219.1M	254.9M	264.7M	281.4M	262.8M	270.4M	271.9M
Operating expenses	316M	367M	380.3M	379.3M	416.2M	442M	481.6M	485.6M	501.4M	524.6M
Operating income	375.7M	396.9M	442M	460.4M	445.9M	553.4M	475.8M	424.5M	551.7M	627.3M
Operating margin	26.8%	26%	27.2%	27.9%	26.5%	28.8%	23.9%	22.1%	26%	27.3%
Non-operating income, net	129M	153.8M	159.5M	155.1M	116.8M	137.2M	121M	129.7M	146.7M	249.7M
Pretax income	508.5M	557M	614.2M	631.4M	568.7M	693.7M	609.3M	594.7M	746.8M	916.3M
Income tax	174.7M	152.7M	108.3M	130M	121.4M	147.1M	133.8M	132.4M	165.6M	198.8M
Net income	333.8M	404.4M	505.9M	501.4M	447.3M	546.6M	475.5M	462.3M	581.2M	717.5M
Net margin	23.8%	26.5%	31.1%	30.4%	26.6%	28.5%	23.9%	24.1%	27.3%	31.2%
EBITDA	577.9M	632.1M	692.9M	709.8M	653.5M	787.2M	701M	666.5M	819.8M	893.8M
EPS	2.07	2.56	3.23	3.31	3.05	3.87	3.49	3.49	4.47	5.76
Diluted EPS	2.03	2.49	3.14	3.24	3	3.81	3.46	3.46	4.41	5.63

Revenue and profits

Revenue, gross profit, operating income, and net income per period.

Condensed income statement

Click a row to chart it; unreported figures show a dash.

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Revenue	476.8M	484.9M	511.6M	519M	537.4M	557.2M	551.3M	559.6M	578.5M	607.9M	622.2M	641.6M
Cost of revenue	236.1M	240.1M	248.2M	240.5M	248.6M	259.5M	247.4M	258.5M	268.2M	294.3M	273M	277.5M
Gross profit	240.7M	244.7M	263.4M	278.5M	288.8M	297.7M	303.9M	301.1M	310.3M	313.6M	349.2M	364.1M
Gross margin	50.5%	50.5%	51.5%	53.7%	53.7%	53.4%	55.1%	53.8%	53.6%	51.6%	56.1%	56.8%
Research & development	—	—	—	—	—	—	—	—	—	—	—	—
Selling, general & administrative	62.2M	62.7M	63M	66.5M	67M	74M	70.1M	70.8M	68.4M	62.5M	68.9M	72.6M
Operating expenses	113.2M	124.4M	118.8M	123.1M	126.2M	133.3M	128.2M	134.4M	130.9M	131.1M	134.1M	140.9M
Operating income	108.5M	101.7M	125.9M	136.5M	143.8M	145.5M	157.1M	148.6M	160M	161.6M	189.5M	197M
Operating margin	22.8%	21%	24.6%	26.3%	26.8%	26.1%	28.5%	26.6%	27.7%	26.6%	30.5%	30.7%
Non-operating income, net	29.7M	37.1M	33.9M	34.9M	45.1M	32.8M	29.2M	134.3M	40.7M	45.5M	34.6M	49.7M
Pretax income	149.2M	150.2M	170.4M	182.8M	202.4M	191.2M	196.4M	292.1M	210.7M	217.1M	230.8M	253.2M
Income tax	33.5M	29.5M	39M	43.7M	47.5M	35.4M	44.9M	65.1M	46.1M	42.7M	54M	53.6M
Net income	115.7M	120.7M	131.4M	139.1M	154.9M	155.8M	151.5M	227.1M	164.6M	174.4M	176.8M	199.5M
Net margin	24.3%	24.9%	25.7%	26.8%	28.8%	28%	27.5%	40.6%	28.4%	28.7%	28.4%	31.1%
EBITDA	168.5M	167.3M	187.1M	201.1M	220.8M	210.7M	214.7M	214.2M	228.2M	236.7M	257.3M	276.4M
EPS	0.87	0.92	1	1.06	1.2	1.21	1.2	1.82	1.33	1.41	1.43	1.63
Diluted EPS	0.87	0.91	0.99	1.05	1.19	1.19	1.17	1.78	1.3	1.38	1.4	1.59

P/E

Annual history by fiscal year; click a table row below to chart a different metric.

Current values are trailing twelve months where available, otherwise the latest fiscal year; unreported figures show a dash.

Key stats

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Market cap	8B	11.4B	7.2B	9.9B	8.4B	8.6B	7.9B	8.4B	10.7B	10.2B	12.6B
Enterprise value	7.2B	10.6B	6.4B	9.1B	7.7B	7.8B	7.1B	7.6B	9.9B	9.8B	12.7B
Shares outstanding	161.3M	158.2M	156.6M	151.5M	146.7M	141.2M	136.1M	132.6M	130.1M	124.1M	124.1M

Valuation

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
P/E	23.9	28.1	14.3	19.8	18.9	15.7	16.7	18.2	18.5	14.2	18.5
P/S	5.68	7.45	4.45	6.01	5.01	4.49	3.98	4.39	5.05	4.43	5.14
P/B	6.11	7.7	4.54	5.71	4.85	4.62	4.06	3.95	4.76	3.76	5.03
EV/EBITDA	12.5	16.8	9.31	12.8	11.7	9.94	10.1	11.4	12.1	10.9	16.7
EV/Sales	5.17	6.96	3.97	5.51	4.55	4.08	3.55	3.95	4.65	4.25	5.17
Earnings yield	4.19%	3.56%	6.99%	5.05%	5.31%	6.35%	5.99%	5.49%	5.42%	7.05%	5.41%
FCF yield	4.43%	3.28%	7.12%	4.72%	4.86%	6.75%	6.2%	4.61%	5.27%	5.45%	3%
PEG	—	—	—	—	—	—	—	—	—	—	-1.77

Profitability

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Gross margin	54.5%	55%	55.4%	55.8%	56.2%	56.7%	52.5%	51.3%	53.1%	53.5%	56.8%
Operating margin	26.8%	26%	27.2%	27.9%	26.5%	28.8%	23.9%	22.1%	26%	27.3%	30.7%
Net margin	23.8%	26.5%	31.1%	30.4%	26.6%	28.5%	23.9%	24.1%	27.3%	31.2%	28.8%
ROE	25.6%	27.4%	31.8%	28.8%	25.7%	29.4%	24.3%	21.7%	25.8%	26.5%	27.6%
ROA	20.4%	21.8%	25.7%	23.3%	20.6%	23.2%	19.9%	18.3%	21.6%	22%	14.8%
ROIC	42.1%	38.9%	45.1%	40.1%	36.4%	40.4%	33.8%	25.6%	30.4%	21.4%	22.3%
Return on tangible assets	31.9%	37.8%	43.6%	36.5%	30.9%	36.5%	30.3%	28.9%	33.8%	53.4%	62.2%

Financial health

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Current ratio	4.16	4.14	4.03	4.44	4.1	3.95	3.65	4.19	4.08	3.29	5.06
Quick ratio	4.16	4.14	4.03	4.44	4.1	3.95	3.65	4.19	4.08	3.29	5.06
Debt / equity	—	0.02	0	0.03	0.02	0.04	0.01	0.01	0.01	0.01	0.02
Debt / assets	—	0.02	0	0.02	0.02	0.03	0.01	0.01	0.01	0.01	0.02
Net debt / EBITDA	—	-1.16	-1.13	-1.17	-1.19	-0.99	-1.22	-1.26	-1.02	-0.45	-0.35
Interest coverage	958.6	714.2	953.3	1K	934.8	1.2K	814.5	1K	1.3K	1.5K	668
Effective tax rate	34.4%	27.4%	17.6%	20.6%	21.3%	21.2%	22%	22.3%	22.2%	21.7%	21.6%

Per share

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Revenue per share	8.69	9.65	10.4	10.9	11.5	13.6	14.6	14.5	16.3	18.5	20.1
EPS (basic)	2.07	2.56	3.23	3.31	3.05	3.87	3.49	3.49	4.47	5.76	5.76
EPS (diluted)	2.03	2.49	3.14	3.24	3	3.81	3.46	3.46	4.41	5.63	5.67
Book value per share	8.08	9.34	10.2	11.5	11.9	13.2	14.4	16.1	17.3	21.8	20.8
FCF per share	2.18	2.36	3.29	3.09	2.8	4.11	3.61	2.93	4.35	4.47	5.35
Cash per share	4.44	4.84	5.02	5.77	5.58	6.09	6.51	6.53	6.68	3.49	3.51
Capex per share	0.19	0.16	0.19	0.28	0.37	0.19	0.29	0.19	0.17	0.24	0.22

Capital allocation

Metric	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25	Current
Capex / revenue	2.24%	1.67%	1.79%	2.61%	3.23%	1.38%	1.97%	1.29%	1.05%	1.31%	1.09%
Capex / operating cash flow	7.59%	5.71%	5.12%	7.59%	10.9%	4.31%	7.42%	5.09%	3.62%	4.94%	3.75%
Payout ratio	25.4%	22%	18.6%	20.1%	23.2%	19.3%	23.1%	24.8%	20.7%	17.3%	18.3%
Dividend yield	1.06%	0.78%	1.3%	1.02%	1.23%	1.23%	1.38%	1.36%	1.12%	1.22%	0.99%

Yield

0.99%

trailing twelve months

Frequency

Semi-annual

Last dividend

$0.52

ex-dividend Jun 8, 2026

Payout ratio

18%

of earnings

Dividend growth

12 years

consecutive annual raises

Dividend per share

Split-adjusted payout per share by ex-dividend date.

Recent payouts

Ex-dividend	Amount
Jun 8, 2026	$0.52
Dec 29, 2025	$0.52
Jun 9, 2025	$0.49
Dec 27, 2024	$0.49

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Revenue	$476.8M	$484.9M	$511.6M	$519M	$537.4M	$557.2M	$551.3M	$559.6M	$578.5M	$607.9M	$622.2M	$641.6M
YoY change	+1.15%	+6.19%	+9.05%	+6.12%	+12.7%	+14.9%	+7.77%	+7.83%	+7.65%	+9.11%	+12.8%	+14.7%

Assets vs. liabilities & equity

What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.

Condensed balance sheet

Click a row to chart it; unreported figures show a dash.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Cash & short-term investments	717M	765.8M	785.4M	874.9M	818.7M	859.7M	885.2M	866M	869.5M	433.6M
Receivables	110.4M	133.4M	126.2M	140.2M	154.4M	170.2M	172.7M	171.2M	197.7M	242.2M
Inventory	—	—	—	—	—	—	—	—	—	—
Total current assets	1B	1.1B	1.2B	1.3B	1.3B	1.4B	1.5B	1.5B	1.6B	1.3B
Property, plant & equipment	-6M	-7.5M	-14.9M	40.8M	21.3M	2.7M	-4.6M	-23.1M	-29.6M	-44.6M
Goodwill & intangibles	591.7M	783.9M	811.3M	777.1M	719.5M	858.9M	816.9M	919.1M	967.4M	1.9B
Total assets	1.6B	1.9B	2B	2.2B	2.2B	2.4B	2.4B	2.5B	2.7B	3.3B
Accounts payable	6M	5.3M	10.9M	4.4M	7.8M	10.3M	13.3M	10.6M	13.1M	5.4M
Short-term debt	—	—	—	9.2M	8.6M	11.3M	10.3M	8.1M	7.9M	8.7M
Total current liabilities	249.4M	275M	295.7M	293.6M	317.3M	355.7M	397.9M	353M	380.5M	387.2M
Long-term debt	—	30M	0	38.5M	34.1M	67.6M	18.8M	17.2M	24.2M	19.9M
Total liabilities	333.7M	376.5M	378.5M	412.6M	427.3M	493.9M	429.7M	388.2M	432.5M	556.1M
Shareholders' equity	1.3B	1.5B	1.6B	1.7B	1.7B	1.9B	2B	2.1B	2.3B	2.7B
Total debt	—	30M	0	47.6M	42.6M	79M	29.1M	25.4M	32.1M	28.6M
Net debt	—	-714.2M	-754.5M	-793.8M	-742M	-752.4M	-823.9M	-809.3M	-807.8M	-371.2M

Assets vs. liabilities & equity

What the company owns (left stack) against what it owes plus shareholders' equity (right stack). The two stacks should match — that's the balance.

Condensed balance sheet

Click a row to chart it; unreported figures show a dash.

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Cash & short-term investments	887.2M	866M	878.6M	798.6M	931.4M	869.5M	741.9M	778M	824.1M	433.6M	395.2M	421.2M
Receivables	190.3M	171.2M	192.2M	213M	228.7M	197.7M	189M	208.2M	211.5M	242.2M	243.9M	245.6M
Inventory	—	—	—	—	—	—	—	—	—	—	—	—
Total current assets	1.5B	1.5B	1.6B	1.5B	1.7B	1.6B	1.5B	1.5B	1.6B	1.3B	1.2B	1.3B
Property, plant & equipment	-18.4M	-23.1M	-28.1M	-19.6M	-21.9M	-29.6M	-33.8M	-36.8M	-40.1M	-44.6M	-38.3M	-38.5M
Goodwill & intangibles	812.9M	919.1M	910.2M	902.4M	898.7M	967.4M	940.2M	939.1M	930.8M	1.9B	2.2B	2.2B
Total assets	2.4B	2.5B	2.6B	2.5B	2.7B	2.7B	2.6B	2.6B	2.8B	3.3B	3.3B	3.3B
Accounts payable	10.2M	10.6M	10.3M	9.2M	8.3M	13.1M	11.2M	13.1M	7.9M	5.4M	6.7M	10.5M
Short-term debt	9.9M	8.1M	7.6M	7.6M	7.9M	7.9M	7.4M	7.4M	7.1M	8.7M	10.1M	13.7M
Total current liabilities	282.1M	353M	276M	237.1M	285.7M	380.5M	261.4M	247.6M	281.4M	387.2M	272.8M	265.5M
Long-term debt	15.1M	17.2M	15.6M	25.5M	24.6M	24.2M	21M	21.6M	19.2M	19.9M	59.4M	54.2M
Total liabilities	313.4M	388.2M	309.4M	281.6M	330M	432.5M	308.2M	287.8M	425.7M	556.1M	518.6M	477.4M
Shareholders' equity	2.1B	2.1B	2.3B	2.2B	2.4B	2.3B	2.3B	2.3B	2.4B	2.7B	2.8B	2.8B
Total debt	25M	25.4M	23.2M	33.1M	32.6M	32.1M	28.3M	29M	26.3M	28.6M	69.5M	67.9M
Net debt	-829.4M	-809.3M	-823.5M	-735.2M	-868.6M	-807.8M	-682.4M	-717.3M	-766.5M	-371.2M	-293.7M	-327.8M

Cash generation and uses

Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.

Condensed cash flow statement

Click a row to chart it; unreported figures show a dash.

Period	FY16	FY17	FY18	FY19	FY20	FY21	FY22	FY23	FY24	FY25
Net income	333.8M	404.4M	505.9M	501.4M	447.3M	546.6M	475.5M	462.3M	581.2M	717.5M
Depreciation & amortization	71.8M	75.6M	77.7M	80.9M	83.9M	92.6M	87.9M	74M	75.2M	77.1M
Stock-based compensation	16M	36.4M	23.8M	24.6M	27M	41.5M	39.4M	31.3M	58.6M	53.6M
Change in working capital	-14.6M	-42.6M	-35.1M	-31.1M	-55.5M	-57.3M	-15.9M	-45.5M	-72.3M	-171.2M
Operating cash flow	413.5M	446.8M	568M	567.6M	498M	615.5M	528.3M	487.6M	615.1M	607.7M
Capital expenditure	-31.4M	-25.5M	-29.1M	-43.1M	-54.4M	-26.5M	-39.2M	-24.8M	-22.3M	-30M
Investing cash flow	-31.2M	-111.3M	-79.1M	-44.1M	-43.4M	-138.8M	-54.5M	-107.6M	-93M	-379.7M
Dividends paid	-84.7M	-88.9M	-94.3M	-100.7M	-103.9M	-105.5M	-109.8M	-114.8M	-120.3M	-124.2M
Share repurchases	-292.3M	-248.3M	-407.4M	-346.4M	-427M	-408.1M	-344.7M	-308.9M	-500.1M	-628.1M
Financing cash flow	-319.7M	-223.6M	-473.7M	-386.6M	-482.1M	-382.3M	-437.2M	-331.3M	-494.4M	-589.5M
Net change in cash	62.7M	111.9M	15.1M	136.9M	-27.5M	94.4M	36.6M	48.7M	27.7M	-361.6M
Free cash flow	352.4M	373.3M	515.1M	468M	410.1M	580.6M	491.6M	388.2M	565.8M	555M

Cash generation and uses

Cash from operations, what's left after capex, and what went back to shareholders. Bars below the line are cash going out.

Condensed cash flow statement

Click a row to chart it; unreported figures show a dash.

Period	Q3 23	Q4 23	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	Q1 26	Q2 26
Net income	115.7M	120.7M	131.4M	139.1M	154.9M	155.8M	151.5M	227.1M	164.2M	174.7M	176.8M	199.5M
Depreciation & amortization	19M	18.6M	18.8M	18.9M	18.8M	18.8M	18.6M	18.1M	19.4M	20.9M	25.6M	26.2M
Stock-based compensation	8M	7.8M	11.1M	12.5M	13.7M	21.4M	14.1M	13.9M	14M	11.6M	14.5M	16.3M
Change in working capital	-49M	24.7M	-7.3M	24.4M	-28.2M	-9.3M	13.6M	-46M	-36.2M	-102.6M	72.5M	-88M
Operating cash flow	87.4M	152.8M	138M	191.6M	151.3M	186.1M	189.4M	213.3M	238.3M	126.4M	221.6M	125.8M
Capital expenditure	-6.6M	-1.7M	-11.9M	-8.9M	2.4M	-5M	-7.5M	-3.8M	-8.4M	-7.2M	-5.5M	-5.6M
Investing cash flow	-13.9M	-29.5M	-31.4M	-17.1M	9.6M	-15.7M	-31M	110.7M	-18.3M	-438M	-5.8M	37.7M
Dividends paid	-4K	-4K	-60.4M	-60M	0	-8K	-62.3M	-61M	-44K	-857K	-63.7M	-62.6M
Share repurchases	-80.7M	-71.9M	-46.8M	-116.9M	-89.1M	-247.2M	-203.7M	-179.6M	-144.2M	-100.6M	-214.8M	-105.9M
Financing cash flow	-55.4M	-36.4M	-62.2M	-167.5M	-80.7M	-184M	-241.5M	-177.7M	-115.7M	-73M	-238.4M	-118.5M
Net change in cash	18.1M	86.8M	44.5M	7M	80.3M	-13.6M	-83.1M	146.3M	104.3M	-384.6M	-22.6M	45M
Free cash flow	148.3M	92M	92.9M	100.6M	187.9M	184.3M	130.5M	85.6M	221.3M	117.6M	209.6M	111.6M

Date	Ratio
Jun 22, 2007	2:1
Mar 1, 2001	2:1
Jun 20, 2000	3:1
Jul 7, 1993	2:1
Jun 23, 1987	2:1
Feb 23, 1983	2:1

SEI Investments Company Financials

EPS

Revenue

Results

EPS

Revenue

Results

Total revenue

Total revenue

Revenue and profits

Condensed income statement

Revenue and profits

Condensed income statement

P/E

Key stats

Valuation

Profitability

Financial health

Per share

Capital allocation

Dividend per share

Recent payouts

Assets vs. liabilities & equity

Condensed balance sheet

Assets vs. liabilities & equity

Condensed balance sheet

Cash generation and uses

Condensed cash flow statement

Cash generation and uses

Condensed cash flow statement

Split history