NASDAQ$SEIC
SEI Investments Company · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
SEI Investments Company reported second-quarter 2026 results with 15% revenue growth and 33% operating income growth versus the prior year.
SEI reported revenues of $641.6 million and operating income of $197.0 million for the three months ended June 30, 2026. Diluted EPS was $1.59 while adjusted diluted EPS reached $1.66, reflecting strong sales execution, margin expansion to 31%, and benefits from the Stratos acquisition. Net income attributable to SEI was $195.7 million amid continued investment and a 3% reduction in share count from repurchases.
- Revenues grew 15% to $641.6 million and operating income grew 33% to $197.0 million, expanding operating margin to 31%.
- Adjusted diluted EPS rose 38% to $1.66 driven by revenue growth, margin expansion, and share repurchases of 1.3 million shares.
- Investment Managers led with $32.0 million in sales events while total net sales events reached $43.5 million for the quarter.
- Ending AUM increased 9.5% to $606.7 billion and AUA rose 5%, supported by market appreciation and alternative mandate funding.
Headline financials
Revenue & EPS history
SEI · Revenue · Quarterly
$642M
Revenue by segment
SEI · $642M total across 5 segments · Q2 2026
- Investment Managers$228M—35.5%
- Investment Advisors$178M—27.7%
- Private Banks$157M—24.5%
- Institutional Investors$69.7M—10.9%
- Investments in New Businesses$9.46M—1.5%
Forward guidance
Management highlighted continued focus on capital allocation, value proposition evolution, and investments in capabilities to drive sustainable competitive advantage and sales quality.
Tailwinds
- Strategic changes translating into stronger sales quality and margin expansion
- Greater enterprise leverage while investing in talent and innovation
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-0.3%
Avg return
Earnings day
-0.7%
Avg return
5 days after
+0.3%
Avg return
30 days after
54%
37 / 69 earnings
Positive
+10.9%
Q2 2014
Best reaction
-17.1%
Q4 2015
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | +6.0% | +7.9% | +6.8% | |
| Q4 2025 | +2.3% | -2.3% | -5.6% | |
| Q3 2025 | -0.0% | +0.5% | -1.7% | |
| Q2 2025 | -0.7% | -0.5% | -2.6% | |
| Q1 2025 | +7.8% | +6.9% | +15.0% | |
| Q4 2024 | +3.7% | +3.8% | -3.5% | |
| Q3 2024 | +4.6% | +6.6% | +13.6% | |
| Q2 2024 | -2.4% | -0.9% | -0.5% | |
| Q1 2024 | -0.8% | -0.7% | +1.8% | |
| Q4 2023 | +3.2% | +2.5% | +5.6% | |
| Q3 2023 | -3.0% | -1.8% | +6.3% | |
| Q2 2023 | -2.3% | -1.5% | -4.1% | |
| Q1 2023 | -1.7% | -2.5% | -2.5% | |
| Q4 2022 | -1.1% | -1.4% | -4.5% | |
| Q3 2022 | +7.5% | +10.8% | +27.7% | |
| Q2 2022 | +1.6% | +0.4% | +6.8% | |
| Q1 2022 | -3.5% | -3.8% | -6.9% | |
| Q4 2021 | -3.6% | +1.3% | +1.6% | |
| Q3 2021 | +1.7% | +2.4% | +1.5% | |
| Q2 2021 | -2.5% | -2.2% | -1.3% | |
| Q1 2021 | -10.5% | -5.5% | +0.5% | |
| Q4 2020 | -7.5% | -6.1% | -3.9% | |
| Q3 2020 | -8.5% | -11.6% | -4.2% | |
| Q2 2020 | -8.4% | -9.1% | -11.3% | |
| Q1 2020 | -0.5% | +3.9% | +4.6% | |
| Q4 2019 | +5.8% | +6.3% | -13.8% | |
| Q3 2019 | +3.9% | +4.5% | +9.7% | |
| Q2 2019 | +3.3% | +4.6% | -4.1% | |
| Q1 2019 | -7.3% | -5.3% | -9.5% | |
| Q4 2018 | -2.4% | +1.9% | +8.6% | |
| Q3 2018 | -5.0% | +0.5% | -1.2% | |
| Q2 2018 | -5.9% | -6.1% | -6.7% | |
| Q1 2018 | -8.8% | -9.0% | -6.3% | |
| Q4 2017 | +0.2% | -5.2% | -2.5% | |
| Q3 2017 | +2.2% | +1.0% | +7.8% | |
| Q2 2017 | -3.0% | -1.2% | -0.1% | |
| Q1 2017 | -2.1% | -2.2% | -4.0% | |
| Q4 2016 | -3.2% | -4.1% | +0.0% | |
| Q3 2016 | +1.6% | +0.8% | +6.5% | |
| Q2 2016 | -11.4% | -11.2% | -10.0% | |
| Q1 2016 | +4.5% | — | — | |
| Q4 2015 | -17.1% | — | — | |
| Q3 2015 | -1.6% | — | — | |
| Q2 2015 | +5.9% | — | — | |
| Q1 2015 | +2.1% | — | — | |
| Q4 2014 | +1.2% | — | — | |
| Q3 2014 | +3.0% | — | — | |
| Q2 2014 | +10.9% | — | — | |
| Q1 2014 | +2.3% | — | — | |
| Q4 2013 | +2.1% | — | — | |
| Q3 2013 | +3.1% | — | — | |
| Q2 2013 | +3.2% | — | — | |
| Q1 2013 | -3.0% | — | — | |
| Q4 2012 | -0.3% | — | — | |
| Q3 2012 | -1.0% | — | — | |
| Q2 2012 | +1.6% | — | — | |
| Q1 2012 | +1.8% | — | — | |
| Q4 2011 | +0.3% | — | — | |
| Q4 2008 | +0.3% | — | — | |
| Q3 2011 | +3.6% | — | — | |
| Q2 2011 | -7.4% | — | — | |
| Q1 2010 | -0.4% | — | — | |
| Q1 2011 | +1.6% | — | — | |
| Q4 2010 | +2.3% | — | — | |
| Q3 2010 | +2.4% | — | — | |
| Q3 2009 | +2.4% | — | — | |
| Q4 2009 | +1.0% | — | — | |
| Q2 2010 | +1.0% | — | — | |
| Q2 2009 | +1.0% | — | — |
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