secwatch.observer — SEC 8-K summary
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Issuer:     SEI INVESTMENTS CO (SEIC)
CIK:        0000350894
Form:       8-K
Filed at:   2026-10-21T20:06:55+00:00
Accession:  0000350894-26-000051
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/0000350894-26-000051-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/seic-20261021.htm
  HTML page:      https://secwatch.observer/filing/0000350894-26-000051

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