---
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"
generated_at: "2026-06-06T14:18:12.811272+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# SEI Q4 2023 EPS $0.91 beats $0.83 YoY; revenue up 6% to $484.9M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000350894-24-000004
- JSON: https://secwatch.observer/filing/0000350894-24-000004.json
- Plain text: https://secwatch.observer/filing/0000350894-24-000004.txt

## Key facts
- Earnings Releases
  SEI INVESTMENTS CO reported fourth-quarter 2023 results: revenue $484,858, net income $120,731, EPS $0.91.
  - Period: fourth-quarter 2023
  - Revenue: $484,858
  - Net income: $120,731
  - EPS: $0.91
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/350894/000035089424000004/0000350894-24-000004-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.