secwatch.observer — SEC 8-K summary ====================================== Issuer: SEI INVESTMENTS CO (SEIC) CIK: 0000350894 Form: 8-K Filed at: 2026-01-28T23:59:59+00:00 Accession: 0000350894-26-000003 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 SEI Q4 2025 EPS $1.38 (+16% YoY), revenue $607.9M (+9%); record sales, Stratos close -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089426000003/0000350894-26-000003-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/350894/000035089426000003/seic-20260128.htm HTML page: https://secwatch.observer/filing/0000350894-26-000003 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer