Sei Investments Company (SEIC)
NASDAQ:SEIC
Want to see SEIC full AI Analyst Report?
Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.42Last Year’s EPS
1.2Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational execution: double-digit adjusted EPS growth, a record quarter of net sales events (driven by large IMS enterprise mandates), improved adjusted operating profits and margin expansion, robust share repurchases and continued asset momentum (Advisors inflows and AUA/platform +4%). Near-term headwinds include a sequential EPS decline driven by tax and LSV seasonality (~$0.15), IMS margin drag from onboarding costs and the absence of a prior accrual true-up (~150 bps), LSV outflows (~$2B) and one-time consolidation impacts from Stratos (intangible amortization). Management framed AI and the IBM partnership as net positives and expects the large IMS wins to expand revenues over time, though they will create some lumpiness and near-term margin pressure. Taken together, the positives (record sales, double-digit EPS and operating profit growth, margin expansion and disciplined capital return) substantially outweigh the near-term and manageable lowlights.Company Guidance
Adjusted EPS and Earnings Growth
Q1 adjusted EPS of $1.44, up more than 20% year-over-year (Sean: adjusted EPS +21% YoY; GAAP EPS +20% YoY). Adjusted operating income increased versus the prior quarter and drove meaningful EPS expansion.
Record Net Sales Events
Delivered $67 million of net sales events in Q1 (including $57M recurring and $10M professional services), exceeding the prior quarterly record by more than 40%. Investment Manager Services led the quarter with ~ $50M+ of IMS sales events driven by multiple large, first-time enterprise mandates.
Adjusted Operating Profit and Margin Expansion
Adjusted operating profit increased ~24% year-over-year and ~6% sequentially. Consolidated adjusted operating profit margins improved versus both the prior quarter and prior year (management referenced core margins in the low-30% range and noted segment-level margin expansion).
Asset Momentum and Net Flows
Asset Management momentum: Advisors delivered approximately $1.5 billion of net inflows in the quarter; assets under administration and on platform increased ~4% driven by new business wins and lower mark-to-market sensitivity. Institutional flows were impacted by an annuitization event but pipeline visibility suggests improved flow performance later in the year.
Stratos Integration and Contribution
First full quarter with Stratos (57.5% ownership). Stratos contributed nearly $20M of revenue and $3M of operating profit to Advisors in Q1 before noncontrolling interests; excluding depreciation/amortization, Stratos generated about $8M of consolidated EBITDA. Integration workstreams underway with pipeline benefits anticipated.
Professional Services Momentum and Client Wins
Professional Services supporting growth across business lines (e.g., Huntington Bank win). Investments in new businesses generated ~ $4M of net sales events. Re-contracted 8 Private Banking clients, retaining ~$34M of recurring revenue with an average 4-year term. More than one-third of Professional Services sales events were international in Q1.
Capital Allocation and Balance Sheet Strength
Repurchased ~$208M of SEI shares in Q1; ended the quarter with ~$363M of cash on the balance sheet and significant financial flexibility to continue buybacks and opportunistic deployment of capital.
AI and Enterprise Modernization Initiatives
Management emphasized AI as a growth and margin-acceleration catalyst. Announced partnership with IBM to accelerate infrastructure modernization, automation and responsible AI deployment. Ongoing two-year AI investments, use cases in client advisory, operations and Professional Services noted as margin-enhancing.
SEIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SEIC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $84.79 | $91.05 | +7.38% |
Jan 28, 2026 | $86.10 | $88.04 | +2.25% |
Oct 22, 2025 | $80.91 | $81.03 | +0.15% |
Jul 23, 2025 | $89.43 | $89.24 | -0.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sei Investments Company (SEIC) report earnings?
Sei Investments Company (SEIC) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Sei Investments Company (SEIC) earnings time?
Sei Investments Company (SEIC) earnings time is at Jul 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SEIC EPS forecast?
SEIC EPS forecast for the fiscal quarter 2026 (Q2) is 1.42.