Highest-materiality recent filing
SEI Q2 2026 revenue up 15% to $641.6M; adjusted EPS up 38% to $1.66
GAAP diluted EPS $1.59, down 11% YoY; adjusted diluted EPS $1.66, up 38% YoY.
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.
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%).
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.
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%).
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.
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.
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.
SEI Investments boosts stock buyback authorization by $650M to ~$773M
Board approved $650M increase in repurchase program on October 20, 2025.
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%.
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.
SEI Investments enters $500M revolver due 2030, replacing $325M facility
New $500M senior unsecured revolver expires August 2030; replaces $325M facility due April 2026.
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.
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.
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.
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.
SEI Investments furnishes William Blair presentation; no material new disclosures
Presentation furnished under Regulation FD; no new financial results or guidance provided.
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.
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%.
SEI Investments boosts stock repurchase program by $500M, total authorization ~$556M
Board approved $500M increase to existing stock repurchase program on March 18, 2025.
SEI sells Family Office Services business to Aquiline for $120M cash
Total purchase price of $120 million payable in cash at closing.
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.
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%).
Clerical error: Investment Advisors five-year AUM growth rate overstated as 76%; corrected to actual 32%.
SEI issues 2025 Investor Overview; no specific financials or guidance in filing excerpt
SEI furnished an Investor Overview dated January 2025 under Regulation FD.
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.
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.
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%.
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.
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.
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.
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%).
Effective Jan 1, 2024: Private Banks client moved to Investment Managers; family office services moved to Investments in New Businesses.
SEI CFO McGonigle to retire Apr 30; consulting deal $25k/mo; new CFO Denham starts Mar 18
Dennis McGonigle's employment ends April 30, 2024; he becomes consultant May 1 for $25k/month.
SEI Investments invests $10M in TIFIN, an AI wealth management platform
SEI made a $10.0 million strategic investment in TIFIN, an AI innovation platform for wealth management.
SEI Investments names Sean Denham as CFO, succeeding Dennis McGonigle upon his retirement
Sean Denham (51) to join SEI on March 18, 2024; appointment effective after McGonigle's resignation following Q1 2024 10-Q filing.
SEI Investments late to amend compensation recovery policy; now compliant
Notified Nasdaq on Feb 1, 2024 that it missed Dec 1, 2023 deadline to amend policy per Listing Rule 5608.
SEI Q4 2023 EPS $0.91 beats $0.83 YoY; revenue up 6% to $484.9M
Diluted EPS $0.91 vs $0.83 YoY; net income $120.7M, up 8%.
SEI EVP Wayne Withrow to retire Feb 28, 2024; receives $3.8M severance
Wayne Withrow, EVP Head of Global Asset Management, retiring effective Feb 28, 2024.
SEI Investments acquires Altigo cloud platform for alternative investments
Acquired Altigo, a cloud-based platform providing inventory, e-subscription, and reporting for alternative investments.
SEI Investments declares $0.46 dividend, adds $250M to buyback authorization
Dividend of $0.46 per share declared, payable Jan 9, 2024 to holders of record Dec 28, 2023.
SEI releases 2022 Corporate Responsibility Report; $1.2T in managed assets
Report covers ESG initiatives, governance, DEI, environmental practices aligned with SASB standards.
SEI Investments appoints Stephanie D. Miller to Board, effective Oct. 24, 2023
Miller fills vacancy from Sarah Blumenstein not standing for re-election at 2023 Annual Meeting.
SEI Q3 2023 EPS $0.87, up 93% YoY; revenue $476.8M, net income +88%
Diluted EPS $0.87 vs $0.45; Q3 2022 included $57M voluntary separation cost ($0.32 EPS impact).
SEI Investments CFO Dennis McGonigle to retire at end of 2023; successor search underway
Dennis McGonigle, CFO and Principal Financial Officer, announced retirement effective end of 2023 during July 26 earnings call.
SEI Q2 2023 EPS $0.89 beats prior year; revenue up 2% to $489M
Diluted EPS $0.89 vs $0.81 YoY; net income $118.9M (+7%).
SEI UK unit enters option to acquire XPS Pensions (Nexus) from XPS Pensions Group
SEI Investments (Europe) Ltd (SIEL) signed option agreement to buy XPS Pensions (Nexus) Limited, principal employer of National Pensions Trust.
SEI declares semi-annual dividend $0.43/share; payable June 21, 2023
Regular semi-annual dividend of $0.43 per share declared; record date June 12, 2023, payment June 21, 2023.
SEI Q1 2023 EPS $0.79 vs $1.36; revenue down 19% to $469M
Net income $107M, operating profit $102M (-53% YoY).
SEI Investments expands stock buyback by $250M, total authorization ~$263M
Board of Directors approved $250M increase to share repurchase program, effective April 18, 2023.
to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective on or about April 30, 2024
Mr. McGonigle’s employment with the Company will end on April 30, 2024.
On January 16, 2024, SEI Investments Company (the “Company”) entered into an agreement with Sean Denham, 51, to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective upon the date following the current Chief Financial Officer Dennis McGonigle’s resignation in connection with his previously announced retirement.
On January 16, 2024, SEI Investments Company (the “Company”) entered into an agreement with Sean Denham, 51, to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective upon the date following the current Chief Financial Officer Dennis McGonigle’s resignation in connection with his previously announced retirement.
On December 19, 2023, SEI Investments Company (the “Company”) and Wayne Withrow, the Company’s Executive Vice President, Head of Global Asset Management of the Company, entered into a Confidential Separation and General Release of Claims Agreement (the “Separation Agreement”) in connection with Mr. Withrow’s retirement, which will become effective on February 28, 2024 (the “Separation Date”).
thereby filling the vacancy on the Board that resulted from Sarah W. Blumenstein not standing for re-election at the 2023 Annual Meeting of the Company’s Shareholders.
On October 24, 2023, the Company’s Board of Directors (the “Board) appointed Stephanie D. Miller to the Board, effective immediately, thereby filling the vacancy on the Board that resulted from Sarah W. Blumenstein not standing for re-election at the 2023 Annual Meeting of the Company’s Shareholders.
On July 26, 2023, SEI Investments Company (the “Company”) announced during its quarterly earnings call that Dennis McGonigle, the Company’s Chief Financial Officer and Principal Financial Officer, intends to retire at the end of 2023.
Ms. Heilig served as the Company’s Principal Accounting Officer, reporting to Mr. McGonigle, until March 31,2023, and has announced her retirement effective July 3, 2023.
On Friday, March 31, 2023, the Company appointed Mark A. Warner, 55, to serve as a Vice President, and its Controller and Chief Accounting Officer
elected Jonathan Brassington to the Board, effective immediately, to serve in the class of directors whose term expires at the Company’s Annual Meeting of Shareholders to be held in 2022.
the Company appointed Ryan Hicke to serve as the Company’s Chief Executive Officer effective June 1, 2022
Max materiality 0.85 · Median 0.55 · Most common event earnings