{"filings":[{"id":1802358,"accession_number":"0000350894-26-000044","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2026-07-22T20:03:39+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q2 2026 revenue up 15% to $641.6M; adjusted EPS up 38% to $1.66","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.59, down 11% YoY; adjusted diluted EPS $1.66, up 38% YoY.","Revenue $641.6M (+15% YoY); operating income $197.0M (+33% YoY); operating margin 31% vs 27%.","Segment: Investment Managers revenue +17%, Private Banks +11%, Investment Advisors +30% (Stratos contribution).","Net sales events $43.5M in Q2; YTD $110.6M; Private Banks $10.1M, Investment Managers $32.0M.","Repurchased 1.3M shares for $112.4M at avg $86.92; LSV net inflows $2.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":709116,"accession_number":"0000350894-26-000033","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2026-05-28T14:57:50+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"SEI declares $0.52/share dividend, payable June 16; directors elected, say-on-pay approved","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.52 per share declared, payable June 16, 2026 to shareholders of record June 8, 2026.","All three director nominees elected: Ryan Hicke, Kathryn McCarthy, Thomas Naratil.","Advisory say-on-pay approved by 97.5% of votes cast.","KPMG LLP ratified as independent auditor for 2026 with 99.4% of votes cast.","Directors Brassington, Doran, Guarino, Risi, Romeo continue their terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98023,"accession_number":"0000350894-26-000026","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q1 2026 EPS $1.40 (+20% YoY), revenue $622M (+13%), record sales of $67M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.40 (+20% YoY); adjusted EPS $1.44 (+21%). Revenue $622M (+13%).","Operating income $189.5M (+21%); operating margin 30% (+200 bps). Adjusted margin 32%.","Record net sales events $67.2M ($57.1M recurring); Investment Managers led with $50.5M.","Private Banks revenue +11%, operating profit +40%, margin up 449 bps to 21%.","Share repurchase: 2.6M shares for $208.3M at avg $81.55."],"consensus_eps_estimate":null,"consensus_eps_actual":1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":622183000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113253,"accession_number":"0000350894-26-000015","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI Investments presents at Raymond James conference; no material new info in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["CEO Ryan Hicke presented at the Raymond James Institutional Investor Conference on March 2, 2026.","Presentation furnished as Exhibit 99.1; no specific financial data or guidance disclosed in the filed excerpt.","Filing includes standard forward-looking statements and references risk factors from the 2025 10-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113252,"accession_number":"0000350894-26-000003","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q4 2025 EPS $1.38 (+16% YoY), revenue $607.9M (+9%); record sales, Stratos close","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.38 (+16% YoY); revenue $607.9M (+9%); full-year EPS $5.63 (+28%).","Operating margin 27% (26% Q4 2024); operating income $161.6M (+11%).","Record full-year net sales events of $149.9M; Q4 net sales $43.6M led by Private Banks.","Completed first close of Stratos acquisition for $440.8M, funded with balance sheet cash.","Repurchased 1.2M shares for $101M in Q4 at avg $82.61; 7.5M shares repurchased in FY."],"consensus_eps_estimate":null,"consensus_eps_actual":5.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":2297381000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113251,"accession_number":"0000929638-26-000165","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CEO Ryan Hicke signs new employment agreement through June 2031","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary $900,000, target bonus $2.7M; term extended to June 1, 2031 from prior June 2026 expiry.","Termination without cause: 1.5x salary + 1.5x target bonus paid over 18 months, full equity vesting.","Enhanced CIC severance: lump sum 1.5x (base + target bonus) plus accrued bonus fraction, full vesting, 18-month health coverage.","Non-compete and non-solicit for 18 months; retirement at 55 with continued equity vesting upon release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129641,"accession_number":"0000350894-25-000126","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"SEI founder West resigns from board; Guarino named non-executive chairman; $0.52 dividend","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Founder Alfred P. West Jr. resigns as director and officer effective Jan 1, 2026; to serve as non-voting Chairman Emeritus.","Independent director Carl Guarino appointed non-executive Chairman of the Board, effective upon West's resignation.","Board size reduced from nine to eight members effective Jan 1, 2026.","Dividend of $0.52/share declared; record date Dec 29, 2025, payment date Jan 12, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129640,"accession_number":"0000350894-25-000123","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI completes $440.8M first-stage acquisition of Stratos Wealth Holdings' U.S. business","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["SEI-Eclipse Holding Company bought Stratos' U.S. operations for approximately $440.8 million, ~81% of total deal value.","Second stage to acquire Mexico-based NSC business expected to close in 2026, pending regulatory approvals.","Definitive agreement for the overall transaction was previously announced on July 18, 2025.","Strategic investment expands SEI's presence in the wealth management advisor-support market."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129639,"accession_number":"0000350894-25-000115","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SEI Investments boosts stock buyback authorization by $650M to ~$773M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved $650M increase in repurchase program on October 20, 2025.","Total available authorization rises to approximately $773 million.","Program allows repurchase of common stock in open market or privately.","No expiration date or other terms disclosed in the announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129638,"accession_number":"0000350894-25-000113","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q3 EPS $1.30 (+9% YoY), revenue $578.5M (+8%), record YTD net sales $106.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.30 (+9% YoY); revenue $578.5M (+8%); operating income $160.0M (+11%); margin 28%.","YTD net sales events record $106.3M; Q3 net sales $30.5M; led by Investment Managers alternatives.","Investment Advisors op profit +21% to $68.3M; integrated cash program contributed $21M, up $10M YoY.","Ending AUA +7% QoQ; AUM +5% QoQ; repurchased 1.6M shares for $141.6M in Q3.","Excluding unusual items, adjusted EPS hit record; net impact of one-time items was negligible."],"consensus_eps_estimate":null,"consensus_eps_actual":4.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":1689456000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146221,"accession_number":"0000350894-25-000109","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI holds 2025 Investor Day; filing lacks specific financial data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["The exhibit provided is only a cover slide; no financial targets or strategic details are included.","No earnings results, guidance changes, or M&A activity are reported in this filing.","Investors would need to access the full presentation elsewhere for material updates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146220,"accession_number":"0000350894-25-000106","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"SEI Investments enters $500M revolver due 2030, replacing $325M facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $500M senior unsecured revolver expires August 2030; replaces $325M facility due April 2026.","Accordion feature permits increase of up to $250M under certain conditions.","Interest rate: Base Rate +25-125 bps or Term SOFR +125-225 bps, depending on leverage ratio.","Financial covenant caps leverage ratio at 3.00x; can rise to 3.50x for limited periods.","Facility guaranteed by certain subsidiaries; restricts dividends/repurchases on default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146219,"accession_number":"0000350894-25-000097","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q2 EPS up 70% to $1.78; revenue +8%; record trailing sales events $160.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.78 vs $1.05 YoY, includes $0.58 benefit from Family Office sale gain and settlement.","Revenue $559.6M (+8%); operating income $148.6M (+9%); operating margin 27%.","Trailing 12-month net sales events record $160.4M; Q2 net sales $29.2M.","Private Banks operating profit +11%; Investment Advisors profit +19% with $21M from cash program.","Repurchased 2.2M shares for $180.8M in Q2 at avg $83.60 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":2.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":1110945000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146218,"accession_number":"0000350894-25-000095","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI Investments adds two directors, Thomas Naratil and Karin Risi; Stephanie Miller resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephanie D. Miller resigned from SEI's board effective July 21, 2025; no disagreement with company.","Board expanded to nine members; Thomas C. Naratil and Karin A. Risi elected effective July 22, 2025.","Naratil appointed to Audit and Legal & Regulatory Oversight committees; Risi to Compensation and Nominating & Governance.","Each new director granted 2,076 RSUs vesting over three years; compensation consistent with non-employee director policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146217,"accession_number":"0000350894-25-000092","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-07-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI to invest ~$527M for 57.5% of Stratos Wealth Holdings","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total cash consideration of approximately $527.0 million for 57.5% equity stake in newly formed entity.","U.S. Stratos business (~80% of value) expected to close H2 2025; Mexico-based NSC in H1 2026.","Legacy equity holders retain 42.5%; three put/call options at 36, 54, 72 months could lead to 100% ownership.","Transaction subject to regulatory approvals and other customary closing conditions.","Company states the investment is not a significant acquisition or material to operations or financial results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146216,"accession_number":"0000350894-25-000088","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI closes sale of Family Office Services to Aquiline Capital Partners effective June 30, 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Transaction closed effective June 30, 2025; Aquiline Capital Partners acquires SEI's Family Office Services business.","Definitive agreement was previously disclosed on February 27, 2025; financial terms not disclosed in the filing.","Aquiline will continue enhancement of the Archway Platform and drive industry adoption per forward-looking statements.","SEI's CEO and CFO are not quoted; no guidance or material financial impact provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164555,"accession_number":"0000350894-25-000078","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI Investments furnishes William Blair presentation; no material new disclosures","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation furnished under Regulation FD; no new financial results or guidance provided.","Forward-looking statements with risk factors referenced from 2024 10-K.","No specific updates on earnings, M&A, leadership, or other material events."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164554,"accession_number":"0000350894-25-000076","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"SEI declares $0.49 dividend; shareholders re-elect three directors","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Cash dividend of $0.49 per share, payable June 17 to shareholders of record June 9.","Advisory say-on-pay vote passed with 88.4% approval (84.0M for, 11.0M against).","Directors Jonathan Brassington, William Doran, Alfred West elected to three-year terms.","KPMG ratified as independent auditor for 2025 with 98.8% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164553,"accession_number":"0000350894-25-000065","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q1 EPS $1.17 (+18%), revenue $551M (+8%), op margin 28%, record $46.6M net sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.17, up 18% YoY; net income $151.5M, +15%; revenue $551.3M, +8%.","Operating margin 28% (highest in 3 years); operating income $157.1M, +25%.","Record net sales events $46.6M in Q1; trailing 12-month total $153.2M, both all-time highs.","Private Banks op profit +34%; Investment Advisors Integrated Cash Program contributed $20.8M (vs. $9.6M YoY).","Repurchased 2.5M shares for $192.8M at avg $77.10 per share in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":551344000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182311,"accession_number":"0000350894-25-000040","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SEI Investments boosts stock repurchase program by $500M, total authorization ~$556M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved $500M increase to existing stock repurchase program on March 18, 2025.","Total authorized repurchase capacity now approximately $556 million.","Program allows for open-market or privately negotiated purchases at management's discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182310,"accession_number":"0000350894-25-000032","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI sells Family Office Services business to Aquiline for $120M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price of $120 million payable in cash at closing.","Aquiline Capital Partners acquiring SEI's Family Office Services business.","Transaction expected to close in late Q2 2025, subject to regulatory approval.","Employees in Indianapolis, Denver, and Oaks, including core leadership, will transition with the business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182309,"accession_number":"0000350894-25-000030","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI Investments expands CFO Sean J. Denham's role to include COO duties","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sean J. Denham appointed Chief Financial and Chief Operating Officer effective Feb 25, 2025.","He retains CFO responsibilities and adds oversight of IT, operations, and human resources.","Role expansion supports SEI's strategy for growth; no successor named for prior COO role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182308,"accession_number":"0000350894-25-000016","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SEI Q4 2024 EPS up 31% to $1.19, revenue up 15% to $557M; record sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.19 vs $0.91 Q4 2023; net income $155.8M (+29%).","Revenue $557.2M (+15% YoY); operating income $145.5M (+43%); margin 26% vs 21%.","Net sales events $38.2M in Q4; full year $127.9M, up 58% YoY.","All segments grew; Investment Advisors operating profit up 47% partly from $21.1M cash program.","Repurchased 3.1M shares for $259.5M during Q4 at avg $83.43/share."],"consensus_eps_estimate":null,"consensus_eps_actual":4.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":2125151000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182306,"accession_number":"0000350894-25-000012","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K/A","filed_at":"2025-01-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI amends 8-K to correct overstated 5-yr AUM growth rate in Investment Advisors segment from 76% to 32%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Clerical error: Investment Advisors five-year AUM growth rate overstated as 76%; corrected to actual 32%.","Inaccurate tenure designations for certain Executive Officers in original Investor Overview also corrected.","No change to any other financial presentations or information in the original filing.","Amendment filed Jan 17, 2025; corrected Investor Overview attached as Exhibit 99.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182307,"accession_number":"0000350894-25-000007","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI issues 2025 Investor Overview; no specific financials or guidance in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["SEI furnished an Investor Overview dated January 2025 under Regulation FD.","Overview discusses market trends, strategic priorities, and competitive differentiators.","Filing text includes only forward-looking statements and general risk factors, no new metrics.","Investor overview content beyond the cover page is not provided in the given excerpt.","No material operational or financial updates were disclosed in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198926,"accession_number":"0000350894-24-000153","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SEI Investments declares $0.49 per share dividend payable Jan 8, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.49 per share declared by Board on Dec 12, 2024.","Record date: December 27, 2024; payment date: January 8, 2025.","Routine quarterly dividend; no change in dividend rate disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198925,"accession_number":"0000350894-24-000150","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI Investments acquires LifeYield, a tax-smart technology provider; terms not disclosed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Boston-based LifeYield, a tax-smart technology provider, announced December 11, 2024.","SEI states the acquisition is not significant or material to its operations or financial results.","No financial terms or transaction structure were disclosed in the filing or press release.","LifeYield's platform focuses on tax-optimization strategies for wealth advisors and investors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198924,"accession_number":"0000350894-24-000127","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"SEI reports Q3 EPS $1.19 (+37% YoY), record sales events $46M, $400M buyback boost","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.19 vs $0.87 YoY; revenue $537.4M (+13%); operating margin 26.8% vs 22.8%.","Net sales events of $46.4M, highest single-quarter level; expected annualized recurring revenue $34.9M.","Record combined AUM/AUA/AUA of ~$1.6 trillion; each business segment posted revenue and margin growth.","Board approved $400M increase in stock repurchase program, total authorization now ~$429M.","Repurchased 1.3M shares for $85.8M during Q3; includes one-time gain of $8.2M from property sale."],"consensus_eps_estimate":null,"consensus_eps_actual":3.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":1567961000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.82,"calibrated_materiality_score":0.82,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214963,"accession_number":"0000350894-24-000115","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI publishes 2023 Corporate Responsibility Report; revenue $1.92B, AUA $1.4T","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2023 revenues $1.92B (+4% YoY); net income $462M (+3%); diluted EPS $3.46.","Assets under management, advice, or administration $1.4 trillion as of Dec 31, 2023.","CSR report aligned with SASB Standards for Software & IT Services and Asset Management & Custody Activities.","Details Code of Conduct, anti-bribery policy, enterprise risk management, and privacy programs.","Multi-year strategic partnership with Philadelphia Phillies announced in 2023 for brand and community impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214962,"accession_number":"0000350894-24-000099","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SEI Q2 2024 EPS $1.05, up 18% YoY; revenue $519M, up 6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.05 vs $0.89; net income $139M, up 17% YoY.","Revenue $519M, up 6%; average assets under administration $1.0T (+16%).","Investment Managers segment revenue up 13%; operating margin 38% vs 35%.","Repurchased 1.6M shares for $111M at avg $67.44; free cash flow $100.6M.","Net sales events of $26.9M in Private Banks/Investment Managers; expected annualized recurring revenue $21.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":1030565000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234165,"accession_number":"0000350894-24-000090","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"SEI Investments declares $0.46 dividend, shareholders approve equity plan and elect directors","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared a semi-annual cash dividend of $0.46 per share, payable June 18, 2024 to holders of record June 10, 2024.","Shareholders approved the 2024 Omnibus Equity Compensation Plan: 84,926,107 for, 18,392,780 against, 143,429 abstain.","Three directors elected: Carl A. Guarino (82.0M for), Stephanie D. Miller (102.9M for), Carmen V. Romeo (89.1M for).","Adopted an Executive Severance and Change of Control Plan providing severance benefits for executives upon qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234164,"accession_number":"0000350894-24-000078","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SEI Q1 EPS $0.99 (+25% YoY), revenue $511.6M (+9%); Private Banks OP up 103%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.99 vs $0.79 Q1 2023 (+25%); revenue $511.6M (+9%).","Private Banks operating profit surged 103% to $17.2M; Investment Advisors operating margin 45%.","Net sales events in Private Banks & Investment Managers totaled $24.5M, expected to generate ~$20.7M annual recurring revenue.","LSV earnings rose to $31.6M (+9%) on market appreciation and performance fees; repurchased 808k shares for $56M.","Free cash flow $92.9M; capitalized software $6.3M for SWP and new IM platform."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":511579000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234163,"accession_number":"0000350894-24-000076","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SEI Investments reorganizes business segments effective Jan 1, 2024; provides reclassified historical financials","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective Jan 1, 2024: Private Banks client moved to Investment Managers; family office services moved to Investments in New Businesses.","Reclassified segment results for 2022 and 2023 show no change to total revenues ($1.991B in 2022; $1.920B in 2023) or income from operations.","Private Banks revenue restated to $570M (2022) and $496M (2023), including $88M one-time termination fee in 2022.","Investment Managers revenue restated to $600M (2022) and $645M (2023); Investments in New Businesses operating loss improved to -$18.5M in 2023.","Historical asset balances and averages reclassified for all periods; total assets under management rose to $432B at Dec 31, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252099,"accession_number":"0000350894-24-000037","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-03-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI CFO McGonigle to retire Apr 30; consulting deal $25k/mo; new CFO Denham starts Mar 18","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dennis McGonigle's employment ends April 30, 2024; he becomes consultant May 1 for $25k/month.","Sean Denham to join March 18 as CFO, effective upon Q1 10-Q filing.","Consulting term one year with auto-renew; McGonigle gets healthcare, pro-rated 2024 incentive.","Outstanding equity continues vesting; non-compete and client non-solicit restrictions apply.","McGonigle to assist with CFO transition and serve on subsidiary/fund boards as agreed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252098,"accession_number":"0000350894-24-000026","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI Investments invests $10M in TIFIN, an AI wealth management platform","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["SEI made a $10.0 million strategic investment in TIFIN, an AI innovation platform for wealth management.","The investment was announced on February 21, 2024.","The company states the investment is not material to operations or financial results.","TIFIN focuses on accelerating AI adoption in wealth management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252097,"accession_number":"0000350894-24-000009","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI Investments names Sean Denham as CFO, succeeding Dennis McGonigle upon his retirement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sean Denham (51) to join SEI on March 18, 2024; 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revenue up 6% to $484.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.91 vs $0.83 YoY; net income $120.7M, up 8%.","Revenue $484.9M (+6% YoY) driven by higher AUM/A fees and SWP growth.","Net sales events $22.9M in Q4, expected to generate $17.6M annualized recurring revenue.","Completed acquisitions of National Pensions Trust and Altigo, a cloud-based alt-investment platform.","One-time expenses of ~$11M (asset write-off, severance); repurchased 1.2M shares for $68.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1919793000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269622,"accession_number":"0000350894-23-000110","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-12-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI EVP Wayne Withrow to retire Feb 28, 2024; receives $3.8M severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Wayne Withrow, EVP Head of Global Asset Management, retiring effective Feb 28, 2024.","Separation agreement provides $3.8M severance paid bi-weekly over 24 months.","Unvested equity awards cancelled on separation date; vested awards exercisable for 90 days.","SEI pays 80% of COBRA premiums for 12 months after separation.","No successor announced; Withrow to continue duties through separation date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269621,"accession_number":"0000350894-23-000108","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI Investments acquires Altigo cloud platform for alternative investments","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Altigo, a cloud-based platform providing inventory, e-subscription, and reporting for alternative investments.","Acquisition is not significant or material to SEI's operations or financial results per the filing.","Terms of the transaction were not disclosed.","Altigo's capabilities are expected to enhance SEI's technology offerings for the alternatives sector."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269620,"accession_number":"0000350894-23-000106","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-12-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SEI Investments declares $0.46 dividend, adds $250M to buyback authorization","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dividend of $0.46 per share declared, payable Jan 9, 2024 to holders of record Dec 28, 2023.","Board approved $250 million increase in stock repurchase program, raising available authorization to ~$289 million.","Announcement made on December 15, 2023; reflects ongoing capital return to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269619,"accession_number":"0000350894-23-000088","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI releases 2022 Corporate Responsibility Report; $1.2T in managed assets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Report covers ESG initiatives, governance, DEI, environmental practices aligned with SASB standards.","Fiscal 2022 revenues $1.99B, net income $475M, diluted EPS $3.46.","Assets managed, advised, or administered total $1.2 trillion as of Dec. 31, 2022.","Data excludes affiliate LSV Asset Management; report filed under Regulation FD."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269618,"accession_number":"0000350894-23-000086","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SEI Q3 2023 EPS $0.87, up 93% YoY; revenue $476.8M, net income +88%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.87 vs $0.45; Q3 2022 included $57M voluntary separation cost ($0.32 EPS impact).","Revenue $476.8M (+1% YoY); net income $115.7M vs $61.7M.","Investment Managers segment revenue up 9%; Private Banks op profit +39%.","Average AUM (ex-LSV) $170.3B (+2%); average AUA $893.7B (+14%).","Net sales events of $22.3M in Private Banks/Investment Managers; repurchased 1.4M shares for $86M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1434935000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269617,"accession_number":"0000350894-23-000083","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI Investments appoints Stephanie D. Miller to Board, effective Oct. 24, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Miller fills vacancy from Sarah Blumenstein not standing for re-election at 2023 Annual Meeting.","Serves on Audit and Legal & Regulatory Oversight Committees; term expires at 2024 Annual Meeting.","Granted options to purchase 7,500 shares at $54.51; vesting tied to adjusted EPS thresholds of $5.00 and $6.25.","Granted 766 RSUs vesting on October 24, 2026, subject to continued board service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286620,"accession_number":"0000350894-23-000076","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SEI Investments CFO Dennis McGonigle to retire at end of 2023; successor search underway","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dennis McGonigle, CFO and Principal Financial Officer, announced retirement effective end of 2023 during July 26 earnings call.","Company is actively recruiting a successor; no replacement named yet.","McGonigle signed the 8-K, indicating he remains in role for now."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286619,"accession_number":"0000350894-23-000069","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SEI Q2 2023 EPS $0.89 beats prior year; revenue up 2% to $489M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.89 vs $0.81 YoY; net income $118.9M (+7%).","Revenue $489.1M (+2% YoY); Private Banks +8%, Investment Managers +6%, Advisors -3%.","One-time early buyout fee of $10.5M boosted Private Banks revenue.","Repurchased 1.3M shares for $75.5M at avg $58.56 during Q2.","Cash flow from operations $68.2M; free cash flow $53.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":958176000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286618,"accession_number":"0000350894-23-000066","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-07-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SEI UK unit enters option to acquire XPS Pensions (Nexus) from XPS Pensions Group","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["SEI Investments (Europe) Ltd (SIEL) signed option agreement to buy XPS Pensions (Nexus) Limited, principal employer of National Pensions Trust.","Seller is XPS Pensions Group PLC; no deal value or terms disclosed in the filing.","SEI states the acquisition is not significant to its operations or financial results.","Announcement made via press release on July 13, 2023, furnished as Exhibit 99.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306535,"accession_number":"0000350894-23-000058","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"SEI declares semi-annual dividend $0.43/share; payable June 21, 2023","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular semi-annual dividend of $0.43 per share declared; record date June 12, 2023, payment June 21, 2023.","Advisory say-on-pay resolution approved by 74.5% of votes cast (75,540,543 for, 25,879,970 against).","All three director nominees elected; Ryan P. Hicke and Kathryn M. McCarthy received 98.3M and 80.9M for votes, respectively.","Ratification of KPMG as independent auditor for 2023 approved by 99.1% of votes cast (106,155,582 for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306534,"accession_number":"0000350894-23-000052","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SEI Q1 2023 EPS $0.79 vs $1.36; revenue down 19% to $469M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $107M, operating profit $102M (-53% YoY).","Private Banks revenue fell 43% to $122.6M due to prior-year $88M one-time fee.","Average AUM (ex LSV) down 14% to $167.8B from $194.5B.","Net sales events of $21.2M expected to generate $17.1M annualized recurring revenue.","Repurchased 1.4M shares for $80.3M at avg $59.03/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":469119000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306533,"accession_number":"0000350894-23-000033","cik":350894,"company_name":"SEI INVESTMENTS CO","ticker":"SEIC","form_type":"8-K","filed_at":"2023-04-18T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"SEI Investments expands stock buyback by $250M, total authorization ~$263M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board of Directors approved $250M increase to share repurchase program, effective April 18, 2023.","Total available repurchase authorization now approximately $263 million (up from $13 million).","Credit facility amended to adopt SOFR as alternative reference rate in place of LIBOR; all other terms unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":10786081076.825033,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-04-18T23:59:59+00:00|306533"}