$SEIC · SEI INVESTMENTS CO
SEI Investments reported Q3 2026 results: revenue up 14% YoY to $662.0M, operating income up 24% to $198.0M, and GAAP diluted EPS up 6% to $1.38. Adjusted diluted EPS rose 24% to $1.64 with adjusted operating margin at 31%. The board approved an additional $800M buyback, lifting authorization to ~$925.6M. Results included a $32.5M one-time charge tied to the Stratos/NSC termination agreement.
- Revenue grew 14% YoY to $662.0M; operating income up 24% to $198.0M.
- Adjusted diluted EPS rose 24% to $1.64; GAAP EPS up 6% to $1.38.
- Board added $800M to buybacks, raising authorization to ~$925.6M.
- Year-to-date net sales events hit a record $157.4M; Q3 totaled $46.8M.
- A $32.5M one-time charge stemmed from the Stratos/NSC termination agreement.
Extended-hours last trade $108.43, flat vs regular close and -0.05% vs price at filing, suggesting a muted initial reaction despite strong results.
Strong double-digit growth, record sales events, and a major buyback expansion signal durable momentum for a $13B asset servicer.
SEI's broad-based growth across Investment Managers, Private Banks, and Investment Advisors underscores resilient demand for outsourced fintech and asset-management services.
Institutional Investors revenue fell 2% and operating profit 3% on prior client outflows; LSV saw $5.3B of net outflows. The $32.5M Stratos/NSC termination charge reflects integration-related costs.
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