{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-23-000002","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2023-01-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:47.622359+00:00","generated_at":"2026-06-20T09:52:05.380023+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"SEI Q4 2022 diluted EPS $0.83 (-19% YoY); revenue $456.6M (-9%)","bullets":["Diluted EPS $0.83 vs $1.03 Q4 2021; revenue $456.6M vs $501.7M; net income $112.2M down 23%.","Private Banks operating profit plunged 85% to $1.7M; Investment Advisors revenue fell 16%.","Average AUM (excl LSV) down 19% to $162.4B; average AUA down 11% to $789.9B.","Net sales events in Private Banks & Investment Managers $25M (Q4) and $72.5M (FY) of new annualized recurring revenue.","Repurchased 1.3M shares for $79.6M; operating cash flow $137.6M; free cash flow $120.3M."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-23-000002","json":"https://secwatch.observer/filing/0000350894-23-000002.json","markdown":"https://secwatch.observer/filing/0000350894-23-000002.md","text":"https://secwatch.observer/filing/0000350894-23-000002.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000002/0000350894-23-000002-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000002/seic-20230125.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T09:52:05.380023+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"292612c0370d86ef3870088304d35f70620f53b9","claim":"SEI INVESTMENTS CO reported the twelve months ended December 31, 2022 results: revenue $1,991,037, net income 475,467, EPS $3.46.","evidence_excerpt":"For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2022 2021 % 2022 2021 % Revenues $456,590 $501,650 (9)% $1,991,037 $1,918,309 4% Net income 112,224 145,300 (23)% 475,467 546,593 (13)% Diluted earnings per share $0.83 $1.03 (19)% $3.46 $3.81 (9)%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000002/0000350894-23-000002-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the twelve months ended December 31, 2022"},{"label":"Revenue","value":"$1,991,037"},{"label":"Net income","value":"475,467"},{"label":"EPS","value":"$3.46"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4bff3f9ad139da1e84a1850483c1c0687bd49d88","claim":"SEI INVESTMENTS CO reported the three months ended December 31, 2022 results: revenue $456,590, net income 112,224, EPS $0.83.","evidence_excerpt":"For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2022 2021 % 2022 2021 % Revenues $456,590 $501,650 (9)% $1,991,037 $1,918,309 4% Net income 112,224 145,300 (23)% 475,467 546,593 (13)% Diluted earnings per share $0.83 $1.03 (19)% $3.46 $3.81 (9)%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000002/0000350894-23-000002-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended December 31, 2022"},{"label":"Revenue","value":"$456,590"},{"label":"Net income","value":"112,224"},{"label":"EPS","value":"$0.83"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}