Company Dossier · Financials
SEI Investments Company
- Russell 1000
- MidCap 400
What SEI Investments Company is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $2.45 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.69 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.03 billion, up 50% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.63 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 21, 2026): sentiment 0.82 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.74 of 1.Palanor Discourse
- Latest annual report (filed February 23, 2026): 10 risk factors added, 21 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $20.4 million on the open market.SEC Form 4
- 574 institutional managers reported a position at June 30, 2026 (+6 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 13 (30 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for SEI Investments Company yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- May 28, 20268-KShareholder vote resultsItem 5.07
- Feb 23, 202610-KAnnual report (10-K)10 risk factors added, 21 removed
- Jan 15, 20268-KDirector or officer changeItem 5.02
- Dec 17, 20258-KDirector or officer changeItem 5.02
- Aug 19, 20258-KMaterial agreement signedItem 1.01
- Jul 22, 20258-KDirector or officer changeItem 5.02
- May 28, 20258-KShareholder vote resultsItem 5.07
- Feb 25, 20258-KDirector or officer changeItem 5.02
- Feb 20, 202510-KAnnual report (10-K)4 risk factors added, 3 removed
- Feb 20, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Affiliated Managers Group AMG | $2.3B | $1.1B | Jun 30, 2026 |
| Brookfield Asset Management BAM | $4.1B | — | Jun 30, 2026 |
| Northern Trust NTRS | $5.3B | $0.5B | Jun 30, 2026 |
| Ares Management ARES | $6.0B | — | Jun 30, 2026 |
| Invesco IVZ | $6.9B | $1.9B | Jun 30, 2026 |
| T. Rowe Price TROW | $7.6B | $1.7B | Jun 30, 2026 |
| Franklin Resources BEN | $9.3B | $0.9B | Jun 30, 2026 |
| State Street Corporation STT | $15.1B | $2.0B | Jun 30, 2026 |