SEI INVESTMENTS COSEICEarnings & Financial Report
SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and private clients. Through its subsidiaries and partnerships in which the company has significant interests, SEI manages, advises or administers $1 trillion in hedge funds, private equity, mutual funds and pooled or separately managed asse...
Revenue
$557.2M
Gross Profit
$184.2M
Operating Profit
$145.5M
Net Profit
$155.8M
Gross Margin
33.1%
Operating Margin
26.1%
Net Margin
28.0%
YoY Growth
14.9%
EPS
$1.18
Financial Flow
SEI INVESTMENTS CO Q4 2024 Financial Summary
SEI INVESTMENTS CO reported revenue of $557.2M (up 14.9% YoY) for Q4 2024, with a net profit of $155.8M (up 29.0% YoY) (28.0% margin). Cost of goods sold was $373.0M, operating expenses totaled $38.7M.
Key Financial Metrics
| Total Revenue | $557.2M |
|---|---|
| Net Profit | $155.8M |
| Gross Margin | 33.1% |
| Operating Margin | 26.1% |
| Report Period | Q4 2024 |
Revenue Breakdown
SEI INVESTMENTS CO Q4 2024 revenue of $557.2M breaks down across 8 segments, led by Private Bank at $140.1M (25.2% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Private Bank | $140.1M | 25.2% |
| Investment Advisors | $139.3M | 25.0% |
| Information Processing And Software Servicing Fees | $117.7M | 21.1% |
| Institutional Investors | $70.8M | 12.7% |
| GB | $41.2M | 7.4% |
| Investment Processing Fees Saa S | $21.9M | 3.9% |
| Investments In New Businesses | $15.7M | 2.8% |
| Account Fees And Other | $12.4M | 2.2% |
SEI INVESTMENTS CO Revenue by Segment — Quarterly Trend
SEI INVESTMENTS CO revenue by segment across the last 4 reported quarters, showing how each business line (such as Private Bank and Investment Advisors) has evolved quarter over quarter.
| Segment | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| Information Processing And Software Servicing Fees | — | $122.5M | $116.5M | $122.1M |
| Institutional Investors | — | $72.8M | $71.8M | — |
SEI INVESTMENTS CO Annual Revenue by Year
SEI INVESTMENTS CO annual revenue history includes year-by-year totals (for example, 2025 revenue was $2.3B).
| Year | Annual Revenue |
|---|---|
| 2025 | $2.3B |
| 2024 | $2.1B |
| 2023 | $1.9B |
| 2022 | $2.0B |
SEI INVESTMENTS CO Quarterly Revenue & Net Profit History
SEI INVESTMENTS CO results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 2026 | $622.2M | +13.0% | $174.5M | 28.0% |
| Q4 2025 | $607.9M | +9.1% | $172.5M | 28.4% |
| Q3 2025 | $578.5M | +7.7% | $164.2M | 28.4% |
| Q2 2025 | $559.6M | +7.8% | $227.1M | 40.6% |
| Q1 2025 | $551.3M | +7.8% | $151.5M | 27.5% |
| Q4 2024 | $557.2M | +14.9% | $155.8M | 28.0% |
| Q3 2024 | $537.4M | +12.7% | $154.9M | 28.8% |
| Q2 2024 | $519.0M | +6.1% | $139.1M | 26.8% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $519.0M | $537.4M | $557.2M | $551.3M | $559.6M | $578.5M | $607.9M | $622.2M |
| YoY Growth | 6.1% | 12.7% | 14.9% | 7.8% | 7.8% | 7.7% | 9.1% | 13.0% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $2.53B | $2.68B | $2.68B | $2.57B | $2.63B | N/A | N/A | $3.28B |
| Liabilities | $281.6M | $330.0M | $432.5M | $308.2M | $287.8M | N/A | N/A | $518.6M |
| Equity | $2.25B | $2.35B | $2.25B | $2.26B | $2.34B | $2.40B | $2.45B | $2.49B |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|
| Operating CF | $114.7M | $200.0M | $195.3M | $146.5M | $96.5M | $238.3M | $126.4M |