Recent 8-K filings for SEIC
Highest-materiality recent filing
SEI Q1 EPS $0.99 (+25% YoY), revenue $511.6M (+9%); Private Banks OP up 103%
- Diluted EPS $0.99 vs $0.79 Q1 2023 (+25%); revenue $511.6M (+9%).
- Private Banks operating profit surged 103% to $17.2M; Investment Advisors operating margin 45%.
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SEI declares $0.52/share dividend, payable June 16; directors elected, say-on-pay approved
Dividend of $0.52 per share declared, payable June 16, 2026 to shareholders of record June 8, 2026.
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SEI Q1 2026 EPS $1.40 (+20% YoY), revenue $622M (+13%), record sales of $67M
GAAP EPS $1.40 (+20% YoY); adjusted EPS $1.44 (+21%). Revenue $622M (+13%).
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SEI Investments presents at Raymond James conference; no material new info in filing
CEO Ryan Hicke presented at the Raymond James Institutional Investor Conference on March 2, 2026.
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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%).
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CEO Ryan Hicke signs new employment agreement through June 2031
Base salary $900,000, target bonus $2.7M; term extended to June 1, 2031 from prior June 2026 expiry.
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SEI founder West resigns from board; Guarino named non-executive chairman; $0.52 dividend
Founder Alfred P. West Jr. resigns as director and officer effective Jan 1, 2026; to serve as non-voting Chairman Emeritus.
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SEI completes $440.8M first-stage acquisition of Stratos Wealth Holdings' U.S. business
SEI-Eclipse Holding Company bought Stratos' U.S. operations for approximately $440.8 million, ~81% of total deal value.
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SEI Investments boosts stock buyback authorization by $650M to ~$773M
Board approved $650M increase in repurchase program on October 20, 2025.
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SEI Q3 EPS $1.30 (+9% YoY), revenue $578.5M (+8%), record YTD net sales $106.3M
Diluted EPS $1.30 (+9% YoY); revenue $578.5M (+8%); operating income $160.0M (+11%); margin 28%.
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SEI holds 2025 Investor Day; filing lacks specific financial data
The exhibit provided is only a cover slide; no financial targets or strategic details are included.
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SEI Investments enters $500M revolver due 2030, replacing $325M facility
New $500M senior unsecured revolver expires August 2030; replaces $325M facility due April 2026.
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SEI Q2 EPS up 70% to $1.78; revenue +8%; record trailing sales events $160.4M
Diluted EPS $1.78 vs $1.05 YoY, includes $0.58 benefit from Family Office sale gain and settlement.
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SEI Investments adds two directors, Thomas Naratil and Karin Risi; Stephanie Miller resigns
Stephanie D. Miller resigned from SEI's board effective July 21, 2025; no disagreement with company.
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SEI to invest ~$527M for 57.5% of Stratos Wealth Holdings
Total cash consideration of approximately $527.0 million for 57.5% equity stake in newly formed entity.
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SEI closes sale of Family Office Services to Aquiline Capital Partners effective June 30, 2025
Transaction closed effective June 30, 2025; Aquiline Capital Partners acquires SEI's Family Office Services business.
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SEI Investments furnishes William Blair presentation; no material new disclosures
Presentation furnished under Regulation FD; no new financial results or guidance provided.
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SEI declares $0.49 dividend; shareholders re-elect three directors
Cash dividend of $0.49 per share, payable June 17 to shareholders of record June 9.
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SEI Q1 EPS $1.17 (+18%), revenue $551M (+8%), op margin 28%, record $46.6M net sales
Diluted EPS $1.17, up 18% YoY; net income $151.5M, +15%; revenue $551.3M, +8%.
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SEI Investments boosts stock repurchase program by $500M, total authorization ~$556M
Board approved $500M increase to existing stock repurchase program on March 18, 2025.
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SEI sells Family Office Services business to Aquiline for $120M cash
Total purchase price of $120 million payable in cash at closing.
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SEI Investments expands CFO Sean J. Denham's role to include COO duties
Sean J. Denham appointed Chief Financial and Chief Operating Officer effective Feb 25, 2025.
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SEI Q4 2024 EPS up 31% to $1.19, revenue up 15% to $557M; record sales
Diluted EPS $1.19 vs $0.91 Q4 2023; net income $155.8M (+29%).
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Clerical error: Investment Advisors five-year AUM growth rate overstated as 76%; corrected to actual 32%.
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SEI issues 2025 Investor Overview; no specific financials or guidance in filing excerpt
SEI furnished an Investor Overview dated January 2025 under Regulation FD.
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SEI Investments declares $0.49 per share dividend payable Jan 8, 2025
Dividend of $0.49 per share declared by Board on Dec 12, 2024.
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SEI Investments acquires LifeYield, a tax-smart technology provider; terms not disclosed
Acquisition of Boston-based LifeYield, a tax-smart technology provider, announced December 11, 2024.
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SEI reports Q3 EPS $1.19 (+37% YoY), record sales events $46M, $400M buyback boost
Diluted EPS $1.19 vs $0.87 YoY; revenue $537.4M (+13%); operating margin 26.8% vs 22.8%.
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SEI publishes 2023 Corporate Responsibility Report; revenue $1.92B, AUA $1.4T
2023 revenues $1.92B (+4% YoY); net income $462M (+3%); diluted EPS $3.46.
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SEI Q2 2024 EPS $1.05, up 18% YoY; revenue $519M, up 6%
Diluted EPS $1.05 vs $0.89; net income $139M, up 17% YoY.
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SEI Investments declares $0.46 dividend, shareholders approve equity plan and elect directors
Board declared a semi-annual cash dividend of $0.46 per share, payable June 18, 2024 to holders of record June 10, 2024.
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SEI Q1 EPS $0.99 (+25% YoY), revenue $511.6M (+9%); Private Banks OP up 103%
Diluted EPS $0.99 vs $0.79 Q1 2023 (+25%); revenue $511.6M (+9%).
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Effective Jan 1, 2024: Private Banks client moved to Investment Managers; family office services moved to Investments in New Businesses.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.55 · Most common event earnings