SEIC

SEI Investments has had an impressive run over the past six months as its shares have beaten the S&P 500 by 21.3%. The stock now trades at $109.54, marking a 33% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation. Is it too late to buy SEIC? Find out in our full research report, it’s free. Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ:SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors. Long-term growth is the most important, but within financials, a stretched historical view may miss recent interest rate changes and market returns. SEI Investments’s annualized revenue growth of 10.9% over the last two years is above its five-year trend, suggesting some bright spots. Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business. We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. SEI Investments’s EPS grew at 11% compounded annual growth rate over the last five years, higher than its 6.4% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Return on equity (ROE) reveals the profit generated per dollar of shareholder equity, which represents a key source of financial firm funding. Financial firms maintaining elevated ROE levels tend to accelerate wealth creation for shareholders via earnings retention, buybacks, and distributions. Over the last five years, SEI Investments has averaged an ROE of 26.5%, exceptional for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows SEI Investments has a strong competitive moat. These are just a few reasons SEI Investments is a rock-solid business worth owning, and with its shares outperforming the market lately, the stock trades at 16.9× forward P/E (or $109.54 per share). Is now a good time to buy? See for yourself in our full research report, it’s free. ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+271% between June 2020 and June 2025). Find your next big winner with StockStory today.

It has been about a month since the last earnings report for SEI Investments (SEIC). Shares have added about 11.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is SEI due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. SEI Investments’ second-quarter 2026 adjusted earnings per share of $1.66 surpassed the Zacks Consensus Estimate of $1.45. The bottom line reflected a rise of 38.3% from the prior-year quarter.Results were aided by higher revenues and a rise in AUM. However, higher expenses acted as a spoilsport.Results excluded certain non-recurring items. After considering these, net income attributable to SEI Investments was $195.7 million, down 13.8% from the year-ago quarter. Total quarterly revenues were $641.6 million, up 14.7% year over year. The rise was driven by higher asset management, administration and distribution fees, as well as information processing and software servicing fees. The top line beat the Zacks Consensus Estimate of $637.9 million.Total expenses were $444.6 million, up 8.2% year over year. The increase was due to a rise in almost all cost components, except for consulting, outsourcing and professional fees, facilities, supplies and other costs, and depreciation charges.Operating income (GAAP) rose 33% year over year to $197 million.As of June 30, 2026, AUM was $606.7 billion, reflecting a rise of 17.2% from the prior-year quarter. Client assets under administration (AUA) were $1.36 trillion, up 19.7%. Client AUA did not include $14.3 billion related to Funds of Funds assets reported as of June 30, 2026. In the reported quarter, the company bought back 1.3 million shares for $112.4 million at an average price of $86.92 per share. It turns out, fresh estimates have trended upward during the past month. Currently, SEI has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. Following the exact same course, the stock has a score of D on the value side, putting it in the bottom 40% for value investors. Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, SEI has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. SEI is part of the Zacks Financial - Investment Management industry. Over the past month, BlackRock (BLK), a stock from the same industry, has gained 9.9%. The company reported its results for the quarter ended June 2026 more than a month ago. BlackRock reported revenues of $7.08 billion in the last reported quarter, representing a year-over-year change of +30.6%. EPS of $13.91 for the same period compares with $12.05 a year ago. For the current quarter, BlackRock is expected to post earnings of $14.24 per share, indicating a change of +23.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.1% over the last 30 days. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for BlackRock. Also, the stock has a VGM Score of F. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SEI Investments Company (SEIC) : Free Stock Analysis Report BlackRock (BLK) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Looking back on custody bank stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including SEI Investments (NASDAQ:SEIC) and its peers. Custody banks safeguard financial assets and provide services like settlement, accounting, and regulatory compliance for institutional investors. Growth opportunities stem from increasing global assets under custody, demand for data analytics, and blockchain technology adoption for settlement efficiency. Challenges include fee pressure from large clients, substantial technology investment requirements, and competition from both traditional players and fintech firms entering the space. The 16 custody bank stocks we track reported a strong Q2. As a group, revenues beat analysts’ consensus estimates by 3.2%. In light of this news, share prices of the companies have held steady as they are up 3.1% on average since the latest earnings results. Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ:SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors. SEI Investments reported revenues of $641.6 million, up 14.7% year on year. This print exceeded analysts’ expectations by 0.7%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS estimates and AUM in line with analysts’ estimates. Interestingly, the stock is up 8.6% since reporting and currently trades at $107.25. Read why we think that SEI Investments is one of the best custody bank stocks, our full report is free. With over $100 billion in assets under management and supervision, Hamilton Lane (NASDAQ:HLNE) is an investment management firm that specializes in private markets, offering advisory services and fund solutions to institutional and private wealth investors. Hamilton Lane reported revenues of $275.3 million, up 56.5% year on year, outperforming analysts’ expectations by 21%. The business had an incredible quarter with a beat of analysts’ EPS and AUM estimates. Hamilton Lane achieved the biggest analyst estimate beat of the whole group. The market seems happy with the results as the stock is up 7.5% since reporting. It currently trades at $102.04. Is now the time to buy Hamilton Lane? Access our full analysis of the earnings results here, it’s free. Operating as both an advisor and asset manager with over $100 billion in assets under management, StepStone Group (NASDAQ:STEP) is an investment firm that provides clients with access to private market investments across private equity, real estate, private debt, and infrastructure. StepStone Group reported revenues of $300.6 million, up 26.6% year on year, falling short of analysts’ expectations by 3.9%. It was a softer quarter as it posted a significant miss of analysts’ EBITDA and AUM estimates. StepStone Group delivered the weakest performance against analyst estimates among its peers. The stock is flat since the results and currently trades at $49.88. Read our full analysis of StepStone Group’s results here. Founded in 1894 and spun off from American Express in 2005, Ameriprise Financial (NYSE:AMP) provides financial planning, wealth management, asset management, and insurance products to help individuals and institutions achieve their financial goals. Ameriprise Financial reported revenues of $4.90 billion, up 13% year on year. This result surpassed analysts’ expectations by 1.9%. It was a satisfactory quarter as it also logged a beat of analysts’ EPS estimates. The stock is up 7.3% since reporting and currently trades at $565.16. Read our full, actionable report on Ameriprise Financial here, it’s free. Using a partnership approach that preserves entrepreneurial culture at its portfolio companies, Affiliated Managers Group (NYSE:AMG) is an investment firm that acquires stakes in boutique asset management companies while allowing them to maintain operational independence. Affiliated Managers Group reported revenues of $640.7 million, up 29.9% year on year. This print beat analysts’ expectations by 9%. It was an exceptional quarter as it also put up a solid beat of analysts’ AUM estimates and an impressive beat of analysts’ EBITDA estimates. The stock is down 1.3% since reporting and currently trades at $355.47. Read our full, actionable report on Affiliated Managers Group here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

SEIC provides investment processing, investment management, and investment operations platforms for private banks, financial advisors, institutional investors, and investment managers. SEIC’s second-quarter fiscal 2026 report showed revenue of $641.6 million (a 15% year-over-year gain), adjusted per-share earnings of $1.66 (a 38% rise), $207 million in operating income (a 36% jump) – all of which were quarterly records – and the company has nearly $400 million in cash for more growth ahead. It’s no wonder SEIC shares are up 28% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock Institutional volumes reveal plenty. Over the last year, SEIC has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in SEIC shares. They reflect our proprietary inflow signal, pushing the stock higher: Plenty of financials names are under accumulation right now. But there’s a powerful fundamental story happening with SEI. Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, SEIC has had strong sales and earnings growth: 1-year sales growth rate (+8.1%) 3-year earnings growth rate (+19%) Source: FactSet Also, EPS is estimated to ramp higher this year by +10.6%. Now it makes sense why the stock has been powering to new heights. SEIC has a track record of strong financial performance. Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term. SEI has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It’s made the rare Outlier 20 report 69 times since 2000, gaining 1,097%. The blue bars below show when SEIC was a top pick in the last 20 years…institutions love this stock: Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. The SEIC rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. Disclosure: the author holds no position in SEIC at the time of publication. If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level, learn more about the MoneyFlows process here. This article was originally posted on FX Empire SpaceX Stock Near All-Time Low as Investors Gauge Starlink’s Funding Power Some Losses for the Dollar Ahead of the NFP Record Quarter Pushes SEI Shares Higher TRUMP Memecoin May Dip Another 10% as Warren Demands SEC Probe Ethereum Price Prediction: Break Above $1,950 Could Unleash Strong Rally for ETH EUR/USD, USD/CAD, and USD/JPY Short-Term Forecast for and 07/08/2026

SEI Investments (SEIC) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this investment management firm is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. Consensus earnings estimates for the next quarter and full year have moved considerably higher for SEI Investments, as there has been strong agreement among the covering analysts in raising estimates. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The company is expected to earn $1.59 per share for the current quarter, which represents a year-over-year change of +22.3%. Over the last 30 days, four estimates have moved higher for SEI compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 6.01%. The company is expected to earn $6.20 per share for the full year, which represents a change of +10.1% from the prior-year number. There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, four estimates have moved up for SEI versus no negative revisions. This has pushed the consensus estimate 5.4% higher. Thanks to promising estimate revisions, SEI currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. While strong estimate revisions for SEI have attracted decent investments and pushed the stock 10% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SEI Investments Company (SEIC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SEI Investments Co.’s SEIC  second-quarter 2026 adjusted earnings per share of $1.66 surpassed the Zacks Consensus Estimate of $1.45. The bottom line reflected a rise of 38.3% from the prior-year quarter.Results were aided by higher revenues and a rise in assets under management (AUM). However, higher expenses acted as a spoilsport.Results excluded certain non-recurring items. After considering these, net income attributable to SEI Investments was $195.7 million, down 13.8% from the year-ago quarter. Total quarterly revenues were $641.6 million, up 14.7% year over year. The rise was driven by higher asset management, administration and distribution fees, as well as information processing and software servicing fees. The top line beat the Zacks Consensus Estimate of $637.9 million.Total expenses were $444.6 million, up 8.2% year over year. The increase was due to a rise in almost all cost components, except for consulting, outsourcing and professional fees, facilities, supplies and other costs, and depreciation charges.Operating income (GAAP) rose 33% year over year to $197 million.As of June 30, 2026, AUM was $606.7 billion, reflecting a rise of 17.2% from the prior-year quarter. Client assets under administration (AUA) were $1.36 trillion, up 19.7%. Client AUA did not include $14.3 billion related to Funds of Funds assets reported as of June 30, 2026. In the reported quarter, the company bought back 1.3 million shares for $112.4 million at an average price of $86.92 per share. SEI Investments’ global presence, diverse product offerings, solid balance sheet, expanding margins and a robust AUM balance are expected to keep supporting the top line. However, elevated operating expenses and continued investment in technology and integration initiatives are concerning. SEI Investments Company price-consensus-eps-surprise-chart | SEI Investments Company Quote Currently, SEI Investments carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. BlackRock’s BLK second-quarter 2026 adjusted earnings of $13.91 per share handily surpassed the Zacks Consensus Estimate of $12.72. The figure reflects a 15% rise from the year-ago quarter.BLK’s results benefited from a rise in revenues. The AUM balance witnessed robust year-over-year growth to record levels, driven by net inflows. However, higher expenses created a headwind. Invesco IVZ is scheduled to announce second-quarter 2026 numbers on July 28.Over the past seven days, the Zacks Consensus Estimate for IVZ’s quarterly earnings has been revised upward to 67 cents. The figure implies a rise of 86.1% from the prior-year quarter’s actual. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SEI Investments Company (SEIC) : Free Stock Analysis Report BlackRock (BLK) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SEI Investments (SEIC) reported $641.62 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.7%. EPS of $1.66 for the same period compares to $1.78 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $637.92 million, representing a surprise of +0.58%. The company delivered an EPS surprise of +14.48%, with the consensus EPS estimate being $1.45. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Assets under management - Investments in New Business: $3.59 billion compared to the $3.37 billion average estimate based on four analysts. Assets under management - Investment Advisors: $97.78 billion versus the four-analyst average estimate of $105.62 billion. Assets under management - Private Banks: $34.23 billion versus the four-analyst average estimate of $33.24 billion. Assets under management - Institutional Investors: $88.25 billion versus the four-analyst average estimate of $88.21 billion. Assets under management - LSV - Equity and Fixed Income programs: $117.15 billion versus $103.76 billion estimated by four analysts on average. Revenue- Asset management, administration and distribution fees: $513.48 million compared to the $506.94 million average estimate based on three analysts. The reported number represents a change of +17.4% year over year. Revenue- Information processing and software servicing fees: $128.14 million versus the three-analyst average estimate of $128.71 million. The reported number represents a year-over-year change of +5%. Revenue- Private Banks: $156.88 million versus the three-analyst average estimate of $152.63 million. The reported number represents a year-over-year change of +10.9%. Revenue- Investments in New Business: $9.46 million versus the three-analyst average estimate of $8.06 million. The reported number represents a year-over-year change of -42.8%. Revenue- Institutional Investors: $69.7 million versus $71.91 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change. Revenue- Investment Managers: $227.68 million versus the three-analyst average estimate of $230.45 million. The reported number represents a year-over-year change of +16.7%. Revenue- Investment Advisors: $177.9 million versus $171.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.7% change. View all Key Company Metrics for SEI here>>> Shares of SEI have returned +8.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SEI Investments Company (SEIC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

This article first appeared on GuruFocus. Revenue: Increased 15% compared to the prior year. Adjusted Operating Profit: Increased 36% year-over-year. Adjusted Earnings Per Share (EPS): Increased 38% year-over-year. Adjusted Operating Margins: Increased 500 basis points compared to the second quarter of 2025. Sales Events: Totaled $43 million for the quarter. IMS Revenue Growth: 17% increase, reflecting conversion of prior sales success into revenue. Private Banking Revenue Growth: Increased 11%, driven by growth within the existing client base. Advisors Revenue Growth: Increased 30%, benefiting from higher market values and contribution from Stratos. Stratos Revenue: Contributed $21 million, up 11% from Q1. Assets Under Administration: Increased 5%, driven by funding of alternative mandates and market appreciation. LSV Net Inflows: Approximately $2 billion during the quarter. Cash Position: Nearly $400 million at the end of the quarter. Stock Repurchase: $112 million repurchased at an average price of $87 per share. Warning! GuruFocus has detected 7 Warning Signs with SEIC. Is SEIC fairly valued? Test your thesis with our free DCF calculator. Release Date: July 22, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. SEI Investments Co (NASDAQ:SEIC) reported a 15% increase in revenue, a 36% rise in adjusted operating profit, and a 38% increase in adjusted earnings per share, marking quarterly records. The company is seeing strong growth in its ETF business, with assets growing from $3 billion to over $8 billion in the past year. SEI Investments Co (NASDAQ:SEIC) is experiencing significant sales success, with $43 million in sales events during the quarter, driven by new client wins and expanded relationships. The company is making strategic investments in technology, data, automation, and AI to enhance client experience and business scalability. SEI Investments Co (NASDAQ:SEIC) has a robust pipeline of non-SEI acquisition opportunities at attractive valuations, indicating potential for future growth. The institutional segment's operating profit remained flat compared to the previous year due to ongoing investments in asset management initiatives. Despite strong sales events, net sales events were modestly negative in the advisors and institutional segments during the quarter. The company is facing challenges in the private banking segment, with margins declining modestly from the first quarter due to significant client implementations and continued investment in resources. SEI Investments Co (NASDAQ:SEIC) is still in the early stages of seeing financial results from its new product developments and strategic partnerships. The company acknowledges the need for continued investment in technology and infrastructure to meet growing demand and scale operations effectively. Q: The private bank margins have improved more quickly than expected. Could there be upside to that, and over what time period? A: Sanjay Sharma, Executive Vice President, explained that the improvement is due to a strategic focus on growth initiatives and efficiency improvements. The strategy is being executed over the last five to six quarters, leading to margin improvements. Sean Denham, CFO, added that new deals in professional services are exceeding historical margins, contributing to higher margins. Q: Are you seeing increased demand for outsourcing across your businesses, especially with companies wanting to modernize and use AI? A: Ryan Hicke, CEO, confirmed a strong demand for outsourcing across segments, driven by organizations wanting to deploy capital towards growth. Sneha Shah, Chief AI Strategist, noted that clients are interested in SEI's data cloud services and AI readiness, which are becoming significant areas of client demand. Sean Denham added that the IBM partnership is crucial for scaling and automating labor-intensive processes. Q: Regarding private banks and AI, is the increased demand mostly coming from AI, or is there something broader driving outsourcing? A: Ryan Hicke stated that the primary growth driver is still the core operating platform and back-office services. Data cloud is currently in higher demand than AI, as a solid data strategy is essential for AI. The IBM relationship is an enterprise-wide strategy, starting with IMS and expanding to other segments. Q: Can you explain what's driving the demand for outsourcing alternatives in IMS? A: Phil McCabe, EVP, Head of Investment Managers, highlighted that large alternative managers are looking to transform their back offices, leading to strong pipeline activity. SEI's ability to handle complexity and sophistication at scale is a key differentiator. Ryan Hicke added that SEI's operational excellence and technology investments have expanded their capabilities. Q: How do you view revenue growth for the back half of the year and into 2027? A: Sean Denham stated that while SEI does not provide guidance, the pipeline is strong across all segments, indicating encouragement for future revenue growth. Q: Can you provide an update on the retail alternatives and retirement channels? A: Ryan Hicke explained that SEI was deliberate in launching a world-class registered transfer agency, which is now ready to serve large funds. Phil McCabe added that the alternatives in retirement is a new category with significant potential, and SEI is well-positioned to capture market share. Q: Can you expand on the data cloud offering and its impact on professional services sales? A: Sanjay Sharma described the data cloud as foundational for data modernization and AI initiatives, resonating well with clients. It provides opportunities for professional services with both new and existing clients. Q: How are you balancing share repurchases with maintaining capital for M&A? A: Sean Denham indicated that SEI expects repurchase activity to align with Q1 levels, and they have sufficient capital through a $600 million line of credit to support M&A activities without impacting shareholder returns. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in SEI Investments Company? Here are five stocks we like better. SEI Investments posted record Q2 results, with revenue up 15%, adjusted operating profit up 36%, and adjusted EPS up 38% year over year. Management said the performance reflected years of strategic changes, tighter capital allocation, and better execution. Growth was driven by multiple businesses and strong sales activity, especially Investment Managers Services, Private Banking, and Advisors, while Institutional was roughly flat as the company kept investing. SEI also reported $43 million in sales events for the quarter and $110 million year to date. Management highlighted future growth bets in private markets, ETFs, Stratos and AI, while also continuing share buybacks and maintaining flexibility for M&A. SEI ended the quarter with nearly $400 million in cash and said pipelines remain strong heading into the second half of the year. 3 Mid-Cap to Mega-Cap Stocks Have Announced Significant Buybacks SEI Investments (NASDAQ:SEIC) reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share. Chief Executive Officer Ryan Hicke said revenue rose 15% from the prior year, adjusted operating profit increased 36% and adjusted EPS grew 38%. Hicke told analysts the results reflected changes made over the past several years, including more disciplined capital allocation, an evolved value proposition and execution of strategic goals laid out at the company’s investor day. → Buyback Boom: These 3 Companies Are Betting Billions on Their Own Stocks “This quarter is less about what happened during the last three months and more a reflection of the changes we have made over the past few years,” Hicke said. Chief Financial and Chief Operating Officer Sean Denham said the increase in adjusted EPS was driven primarily by core operating performance, including mid-teens revenue growth, 500 basis points of margin expansion and a 3% reduction in share count. → 3 Photonics Companies Making Quantum Tech Possible The quarter also included investment-related gains. Denham said SEI’s consolidated co-investment in an LSV hedge fund contributed $7.5 million through the net gain on variable interest entities line item. He said SEI invested $50 million in that strategy last year, and it has generated more than $12 million of gains over the last 12 months after excluding non-controlling interests. SEI also recognized nearly $4 million of mark-to-market gains across several other co-investments during the quarter. Denham said revenue and operating profit increased across most of SEI’s businesses. Investment Managers Services generated 17% revenue growth, reflecting the conversion of prior sales into revenue. Private Banking revenue increased 11%, driven by growth within the existing client base. Advisors revenue rose 30%, benefiting from higher market values and the contribution from Stratos. → AI Data Centers Need Power, and These 2 Industrials Are Cashing In Institutional was the exception, with operating profit roughly flat from the prior year as SEI continued investing in asset management initiatives. SEI reported $43 million of sales events during the quarter, following a record $67 million in the first quarter. Year-to-date sales events totaled $110 million. Hicke said Investment Managers Services generated more than $32 million of sales events, driven by both new client wins and expanded relationships with existing clients. Denham said about three-quarters of IMS sales events came from alternative investments. Private Banking produced more than $13 million of sales events, with activity tied to new regional bank wins, conversions from TRUST 3000 to the SEI Wealth Platform, and demand for professional services, including SEI Data Cloud. Denham said Private Banking also executed contract renewals representing $13 million of annualized revenue during the quarter, following $34 million in the first quarter. Across Advisors and Institutional, net sales events were modestly negative. Denham said SEI continues to see demand for newer offerings such as ETFs and separately managed accounts, though those products generally carry lower fee rates than traditional mutual funds. Hicke pointed to several growth investments that he said currently contribute little to financial results but could become meaningful over time. One focus is expanding private markets into retail and retirement channels. He said SEI’s registered transfer agency, fund administration platform and trust company create a “full-stack capability” for managers seeking administration, transfer agency, investor servicing, compliance and operational infrastructure. Hicke said SEI believes its retail alternatives and private markets retirement initiatives have the potential to become a business generating more than $100 million of annual run-rate revenue within five years. SEI also continues to expand its asset management strategy. Hicke said the company launched its latest active factor ETF, SEUS, bringing its ETF lineup to 10 funds. He said SEI’s ETF business has grown from $3 billion to more than $8 billion over the past 12 months. He also cited SEI’s recently announced partnership with Carlyle as an example of product development tied to market opportunity. Stratos, SEI’s advisor-focused platform, also remains a focus. Hicke said SEI advisors are showing interest in succession, liquidity and growth solutions without leaving the company’s ecosystem. Denham said Stratos contributed $21 million of revenue in the quarter, up 11% from the first quarter, and generated $2 million of operating profit before non-controlling interests. Excluding acquisition-related intangible amortization, Stratos EBITDA exceeded $9 million. Management also emphasized investments in data, automation and artificial intelligence. Hicke said enhancements to SEI Data Cloud and the IMS platform are helping clients access information faster, simplify integrations, reduce operational complexity and make better use of data. Sneha Shah, a member of SEI’s executive management team, said clients are asking SEI for help as they rethink operating models and evaluate where to use partners. She said SEI is seeing demand for SEI Data Cloud services and professional services tied to AI readiness. Denham said SEI’s relationship with IBM is intended to support automation and help the company co-create agents for labor-intensive processes. Hicke said the IBM relationship is an enterprise-wide initiative, starting with IMS and expanding to other areas of the company. SEI ended the quarter with nearly $400 million of cash. The company repurchased $112 million of stock during the quarter at an average price of $87. Denham said repurchase activity was lower than in the first quarter, when market volatility created what SEI viewed as a significant opportunity, but said the company expects repurchases to increase from second-quarter levels. Asked about balancing buybacks with acquisitions, Denham said SEI has roughly a $600 million revolving credit facility that is essentially untouched, giving the company capacity to support M&A activity, including Stratos-related opportunities. SEI did not provide formal guidance. In response to an analyst question about sustaining low- to mid-teens revenue growth, Hicke said the company does not give guidance but described pipelines as “as strong as they’ve ever been” and said management is encouraged by what it sees for second-half revenue. SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI's technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications. The company's core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "SEI Investments Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.

SEI Investments (SEIC) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.78 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +14.48%. A quarter ago, it was expected that this investment management firm would post earnings of $1.29 per share when it actually produced earnings of $1.44, delivering a surprise of +11.63%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. SEI, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $641.62 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.58%. This compares to year-ago revenues of $559.6 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. SEI shares have added about 19.1% since the beginning of the year versus the S&P 500's gain of 9.7%. While SEI has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for SEI was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.55 on $666.96 million in revenues for the coming quarter and $5.98 on $2.59 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Cannae Holdings, Inc. (CNNE), is yet to report results for the quarter ended June 2026. This company is expected to post quarterly loss of $0.50 per share in its upcoming report, which represents a year-over-year change of +86.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Cannae Holdings, Inc.'s revenues are expected to be $103.7 million, down 5.9% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SEI Investments Company (SEIC) : Free Stock Analysis Report Cannae Holdings, Inc. (CNNE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research