Recent 8-K filings for SEIC

• April 22, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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%).

• January 28, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  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%).

• December 17, 2025, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 8.01item 9.01

  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.

• December 3, 2025, 6:59 PM ET M&A materiality 0.70 neutral item 7.01item 9.01

  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.

• October 22, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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%.

• July 23, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  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.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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%.

• March 18, 2025, 7:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  SEI Investments boosts stock repurchase program by $500M, total authorization ~$556M

  Board approved $500M increase to existing stock repurchase program on March 18, 2025.

• February 27, 2025, 6:59 PM ET M&A materiality 0.60 neutral item 7.01item 9.01

  SEI sells Family Office Services business to Aquiline for $120M cash

  Total purchase price of $120 million payable in cash at closing.

• January 29, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  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%).

• October 23, 2024, 7:59 PM ET earnings materiality 0.82 positive item 2.02item 8.01item 9.01

  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%.

• July 24, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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.

• May 30, 2024, 7:59 PM ET dividend materiality 0.80 positive item 5.02item 5.07item 8.01item 9.01

  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.

• April 24, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  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%).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.55 · Most common event earnings

13 positive 0 negative 19 neutral

source · SEIC on sec.gov