Source-grounded facts extracted from SEI INVESTMENTS CO's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
SEI INVESTMENTS CO reported first quarter ended March 31, 2026 results: revenue $622,183, net income $174,487, EPS $1.40.
“operating margin increasing to 32%. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended March 31, 2026 2025 % U.S. GAAP Basis Revenues $622,183 $551,344 13% Income from operations 189,486 157,097 21% Operating margin 30 % 28 % 7% Net income attributable to SEI Investments 174,487 151,517 15% Diluted earnings per share”
SEI INVESTMENTS CO incurred revolving credit of an aggregate principal amount of $500 million with U.S. Bank National Association, as administrative agent; Wells Fargo Bank, National Association, as syndication agent; Bank of America, N.A., JP Morgan Chase Bank, N.A., CIBC Bank USA and Citizens Bank, N.A., each as documentation agent, and other lenders at Base Rate plus a premium that can range from 25 basis points to 125 basis points maturing five-year senior unsecured revolving credit facility; expires in August 2030.
“On Monday, August 18, 2025, SEI Investments Company (the "Company") entered into a Credit Agreement, dated as of such date, among the Company, U.S. Bank National Association, as administrative agent, Wells Fargo Bank, National Association, as syndication agent, Bank of America, N.A., JP Morgan Chase Bank, N.A., CIBC Bank USA and Citizens Bank, N.A., each as documentation agent, and other lenders named therein (the "Credit Agreement"), under which it established a five-year senior unsecured revolving credit facility (the "Facility") in an aggregate principal amount of $500 million.”
SEI INVESTMENTS CO reported first quarter ended March 31, 2024 results: revenue $511,579, net income 131,400, EPS $0.99.
“2024 compared to $0.79 in first-quarter 2023. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended March 31, 2024 2023 % Revenues $511,579 $469,119 9% Net income 131,400 107,015 23% Diluted earnings per share $0.99 $0.79 25% “We entered 2024 with continued momentum, reflecting our strategic focus on increasing sales”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.