Nasdaq
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SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $1.7B | $1.9B | $2.0B | $1.9B | $2.1B | $2.3B |
| Gross profit | $519.9M | $645.2M | $643.9M | $556.8M | $699.4M | $808.1M |
| Operating income | $445.9M | $553.4M | $475.8M | $424.5M | $551.7M | $627.3M |
| Net income | $447.3M | $546.6M | $475.5M | $462.3M | $581.2M | $715.3M |
| Diluted EPS | $3.00 | $3.81 | $3.46 | $3.46 | $4.41 | $5.63 |
| Operating cash flow | $488.7M | $633.1M | $566.1M | $447.0M | $622.3M | $607.7M |
| Free cash flow | $434.2M | $606.6M | $526.9M | $422.2M | $590.1M | $585.0M |
| Gross margin | 30.9% | 33.6% | 32.3% | 29.0% | 32.9% | 35.2% |
| Operating margin | 26.5% | 28.8% | 23.9% | 22.1% | 26.0% | 27.3% |
| Net margin | 26.6% | 28.5% | 23.9% | 24.1% | 27.3% | 31.1% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $519.0M | $537.4M | $557.2M | $551.3M | $559.6M | $578.5M | $607.9M | $622.2M |
| Gross profit | $169.8M | $181.7M | $184.2M | $192.6M | $189.2M | $202.8M | $223.7M | $224.3M |
| Operating income | $136.5M | $143.8M | $145.5M | $157.1M | $148.6M | $160.0M | $161.6M | $189.5M |
| Net income | $139.1M | $154.9M | $155.8M | $151.5M | $227.1M | $164.2M | $172.5M | $174.5M |
| Diluted EPS | $1.05 | $1.19 | $1.18 | $1.17 | $1.78 | $1.30 | $1.38 | $1.40 |
| Operating cash flow | $114.7M | $200.0M | $195.3M | $146.5M | $96.5M | $238.3M | $126.4M | $221.6M |
| Free cash flow | $107.0M | $193.7M | $190.2M | $137.8M | $92.7M | $229.6M | $124.8M | $215.2M |
| Gross margin | 32.7% | 33.8% | 33.1% | 34.9% | 33.8% | 35.0% | 36.8% | 36.0% |
| Operating margin | 26.3% | 26.8% | 26.1% | 28.5% | 26.6% | 27.7% | 26.6% | 30.5% |
| Net margin | 26.8% | 28.8% | 28.0% | 27.5% | 40.6% | 28.4% | 28.4% | 28.0% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-29 | WEST ALFRED P JR | Sale | 5,652 | $87.18 | $492,741.36 | filing |
| 2026-06-29 | WEST ALFRED P JR | Sale | 1,680 | $88.09 | $147,991.20 | filing |
| 2026-06-26 | WEST ALFRED P JR | Sale | 46,162 | $87.21 | $4.0M | filing |
| 2026-06-26 | WEST ALFRED P JR | Sale | 3,838 | $87.67 | $336,477.46 | filing |
| 2026-06-09 | DORAN WILLIAM | Sale | 5,000 | $90.50 | $452,500.00 | filing |
| 2026-05-04 | MCCARTHY KATHRYN | Sale | 10,000 | $91.07 | $910,700.00 | filing |
| 2026-05-04 | MCCARTHY KATHRYN | Option exercise | 5,000 | $49.63 | $248,150.00 | filing |
| 2026-05-04 | MCCARTHY KATHRYN | Option exercise | 5,000 | $49.63 | $248,150.00 | filing |
| 2026-04-28 | Warner Mark Andrew· In Remarks | Sale | 4,000 | $91.16 | $364,640.00 | filing |
| 2026-04-28 | Warner Mark Andrew· In Remarks | Option exercise | 4,000 | $48.47 | $193,880.00 | filing |
| 2026-04-23 | Sharma Sanjay· See Remarks* | Sale | 23,441 | $90.08 | $2.1M | filing |
| 2026-04-23 | McCabe Philip· See Remarks | Sale | 15,000 | $91.82 | $1.4M | filing |
| 2026-04-23 | Peterson Michael· EXECUTIVE VICE PRESIDENT | Sale | 10,000 | $90.00 | $900,000.00 | filing |
| 2026-04-23 | Sharma Sanjay· See Remarks* | Option exercise | 12,500 | $49.63 | $620,375.00 | filing |
| 2026-04-23 | Sharma Sanjay· See Remarks* | Option exercise | 12,500 | $49.63 | $620,375.00 | filing |
| 2026-04-23 | Peterson Michael· EXECUTIVE VICE PRESIDENT | Option exercise | 10,000 | $48.47 | $484,700.00 | filing |
| 2026-04-23 | Sharma Sanjay· See Remarks* | Sale | 1,559 | $90.73 | $141,448.07 | filing |
| 2026-03-31 | Hicke Ryan· CHIEF EXECUTIVE OFFICER | Tax withholding | 4,349 | $77.21 | $335,786.29 | filing |
| 2026-03-18 | Denham Sean· Executive VP, CFO, COO | Tax withholding | 7,673 | $78.77 | $604,402.21 | filing |
| 2026-03-11 | WEST ALFRED P JR | Sale | 6,076 | $79.11 | $480,672.36 | filing |
| 2026-03-11 | WEST ALFRED P JR | Sale | 1,371 | $79.94 | $109,597.74 | filing |
| 2026-03-10 | WEST ALFRED P JR | Sale | 29,431 | $80.47 | $2.4M | filing |
| 2026-03-10 | WEST ALFRED P JR | Sale | 25,391 | $79.97 | $2.0M | filing |
| 2026-03-10 | WEST ALFRED P JR | Sale | 178 | $78.88 | $14,040.64 | filing |
| 2026-02-25 | Warner Mark Andrew | Sale | 4,000 | $81.74 | $326,960.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.