Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
---|---|---|---|---|---|---|
Income Statement | ||||||
Total Revenue | 2.21B | 2.13B | 1.92B | 1.99B | 1.92B | 1.68B |
Gross Profit | 1.51B | 1.13B | 984.14M | 1.05B | 1.09B | 945.99M |
EBITDA | 757.00M | 822.55M | 669.21M | 561.23M | 646.92M | 530.43M |
Net Income | 689.27M | 581.19M | 462.26M | 475.47M | 546.59M | 447.29M |
Balance Sheet | ||||||
Total Assets | 2.63B | 2.68B | 2.52B | 2.38B | 2.35B | 2.17B |
Cash, Cash Equivalents and Short-Term Investments | 778.03M | 869.47M | 866.03M | 885.16M | 859.67M | 818.69M |
Total Debt | 29.05M | 32.13M | 25.35M | 29.13M | 78.97M | 42.64M |
Total Liabilities | 287.83M | 432.49M | 388.18M | 429.73M | 493.94M | 427.35M |
Stockholders Equity | 2.34B | 2.25B | 2.13B | 1.95B | 1.86B | 1.74B |
Cash Flow | ||||||
Free Cash Flow | 607.87M | 565.78M | 388.24M | 491.63M | 580.57M | 410.12M |
Operating Cash Flow | 638.32M | 622.34M | 447.03M | 566.12M | 633.10M | 488.68M |
Investing Cash Flow | 9.05M | -117.30M | -141.54M | -89.81M | -164.88M | -67.50M |
Financing Cash Flow | -683.93M | -494.40M | -331.32M | -437.24M | -422.32M | -482.13M |
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
---|---|---|---|---|---|---|---|
81 Outperform | $6.53B | 17.31 | 13.47% | 0.02% | -5.87% | -21.51% | |
79 Outperform | $6.91B | 16.70 | 8.87% | 3.50% | 17.59% | -8.81% | |
76 Outperform | $10.89B | 16.54 | 30.06% | 1.12% | 10.55% | 40.74% | |
76 Outperform | $13.20B | 48.74 | 2.16% | 4.93% | 4.72% | -67.85% | |
74 Outperform | $9.66B | 23.25 | 5.74% | 3.78% | 6.79% | ― | |
68 Neutral | $18.05B | 11.73 | 10.24% | 3.73% | 9.66% | 1.70% | |
― | $6.87B | 8.10 | 8.70% | 2.39% | ― | ― |
On August 18, 2025, SEI Investments Company announced the establishment of a new five-year senior unsecured revolving credit facility worth $500 million, replacing its previous $325 million facility. This new facility, which can be increased by an additional $250 million under certain conditions, includes covenants that restrict certain corporate activities and requires the company to maintain a specific leverage ratio, impacting its financial flexibility and operational strategy.
On July 22, 2025, SEI Investments Company announced the resignation of Stephanie D. Miller from its Board of Directors, effective upon acceptance, and the subsequent appointment of Karin Risi and Tom Naratil to the Board. This leadership change is part of SEI’s strategy to enhance its transformation and commitment to long-term growth. Risi and Naratil bring extensive experience in wealth management and financial services, expected to provide strategic insights that will support SEI’s ongoing innovation and adaptation to industry dynamics. Their appointments reflect SEI’s focus on leveraging opportunities for growth in a competitive landscape.
On July 1, 2025, SEI Investments Company announced the completion of the sale of its Family Office Services business to Aquiline Capital Partners, effective June 30, 2025. The business will now operate under the name Archway, providing integrated technology and outsourced services for family offices and financial intermediaries. This acquisition is expected to enhance the Archway Platform and drive industry adoption, supporting the success of Archway’s clients.