earnings
confidence high
sentiment positive
materiality 0.75
SEI Q2 2026 revenue up 15% to $641.6M; adjusted EPS up 38% to $1.66
SEI INVESTMENTS CO
- 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.