---
schema_version: "secwatch.filing_event.v1"
accession: "0000350894-26-000051"
form_type: "8-K"
ticker: "SEIC"
cik: "0000350894"
company_name: "SEI INVESTMENTS CO"
filed_at: "2026-10-21T20:06:55+00:00"
generated_at: "2026-10-21T20:09:29.967806+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# SEI Q3 revenue rises 14% to $662M; adjusted EPS up 24% to $1.64, buyback raised $800M

## Summary
- Revenue $662.0M (+14% YoY); GAAP diluted EPS $1.38 (+6%); adjusted EPS $1.64 (+24%); operating margin 30%, adjusted 31%.
- Net sales events $46.8M, second-highest quarter ever; YTD $157.4M; Investment Managers led with $32.0M, Private Banks $12.6M.
- Private Banks operating profit +38% on 11% revenue growth; Investment Advisors revenue +26%, helped by Stratos ($23.3M revenue, $4.4M profit).
- Board added $800M to buyback, lifting authorization to ~$926M; SEI repurchased 2.0M shares for $215.1M at avg $105.24; cash $399.8M.
- AUM $606.4B, down 0.1% from Q2; LSV assets -1% on $5.3B net outflows; $32.5M one-time charge tied to Stratos/NSC termination.

## SEC filing metadata
- accession: 0000350894-26-000051
- form_type: 8-K
- ticker: SEIC
- cik: 0000350894
- company_name: SEI INVESTMENTS CO
- filed_at: 2026-10-21T20:06:55+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/0000350894-26-000051-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/seic-20261021.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000350894-26-000051
- JSON: https://secwatch.observer/filing/0000350894-26-000051.json
- Plain text: https://secwatch.observer/filing/0000350894-26-000051.txt

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