{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-24-000004","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2024-01-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.572609+00:00","generated_at":"2026-06-06T14:18:12.811272+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"SEI Q4 2023 EPS $0.91 beats $0.83 YoY; revenue up 6% to $484.9M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-24-000004","json":"https://secwatch.observer/filing/0000350894-24-000004.json","markdown":"https://secwatch.observer/filing/0000350894-24-000004.md","text":"https://secwatch.observer/filing/0000350894-24-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000004/0000350894-24-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000004/seic-20240131.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T14:18:12.811272+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":"b713a9452463d7587a6a9ad3580c23968fac290f","claim":"SEI INVESTMENTS CO reported fourth-quarter 2023 results: revenue $484,858, net income $120,731, EPS $0.91.","evidence_excerpt":"Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2023 2022 % 2023 2022 % Revenues $484,858 $456,590 6% $1,919,793 $1,991,037 (4)% Net income 120,731 112,224 8% 462,258 475,467 (3)% Diluted earnings per share $0.91 $0.83 10% $3.46 $3.46 —% “Despite variable market","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000004/0000350894-24-000004-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth-quarter 2023"},{"label":"Revenue","value":"$484,858"},{"label":"Net income","value":"$120,731"},{"label":"EPS","value":"$0.91"},{"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"}