Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

SEI INVESTMENTS CO
Next earnings Jul 21, 2026 (after close) · consensus $1.44 EPS, $642M rev
Last earnings +2.0% on 2026-04-22
Debt-free asset-management/fintech with 31% net margins, 29% ROE and accelerating EPS, trading at just 16x earnings.
Sources: SEC EDGAR (CIK 0000350894, latest 10-Q filed 2026-04-27) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:56 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~129% below fair value) — the rarer case where both the business and the entry look good.
SEI Investments is a high-quality, capital-light investment-processing and asset-management franchise that is firing on all cylinders. FY2025 revenue grew 8.1% to $2.30B, but profitability grew far faster: operating income +13.7% to $627M, net income +23.1% to $715M, and diluted EPS +27.7% to $5.63 — the latter amplified by a 3.7% reduction in share count. The margins are exceptional for the sector: operating margin 27.3% and net margin 31.1%, with ROE of 29.2%. After a flattish FY2021-2023 stretch, the past two years show a clear re-acceleration as new business and operating leverage compound.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.92B | $1.99B | $1.92B | $2.13B | $2.30B |
| Gross profit | $645M | $644M | $557M | $699M | $808M |
| Operating income | $553M | $476M | $425M | $552M | $627M |
| Net income | $547M | $475M | $462M | $581M | $715M |
| Diluted EPS | $3.81 | $3.46 | $3.46 | $4.41 | $5.63 |
| Net margin | 28.5% | 23.9% | 24.1% | 27.3% | 31.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 7 sales
| 2026-06-09 | DORAN WILLIAM Director | Sell | 5.00K @ $90.50 | $453K |
| 2026-05-04 | MCCARTHY KATHRYN Director | Exercise | 5.00K @ $49.63 | $248K |
| 2026-05-04 | MCCARTHY KATHRYN Director | Exercise | 5.00K @ $49.63 | $248K |
| 2026-05-04 | MCCARTHY KATHRYN Director | Sell | 10.0K @ $91.07 | $911K |
| 2026-04-28 | Warner Mark Andrew In Remarks | Exercise | 4.00K @ $48.47 | $194K |
| 2026-04-28 | Warner Mark Andrew In Remarks | Sell | 4.00K @ $91.16 | $365K |
| 2026-04-23 | McCabe Philip See Remarks | Sell | 15.0K @ $91.82 | $1.38M |
| 2026-04-23 | Sharma Sanjay See Remarks* | Exercise | 12.5K @ $49.63 | $620K |
| 2026-04-23 | Sharma Sanjay See Remarks* | Exercise | 12.5K @ $49.63 | $620K |
| 2026-04-23 | Sharma Sanjay See Remarks* | Sell | 23.4K @ $90.08 | $2.11M |
| 2026-04-23 | Sharma Sanjay See Remarks* | Sell | 1.56K @ $90.73 | $141K |
| 2026-04-23 | Peterson Michael EXECUTIVE VICE PRESIDENT | Exercise | 10.0K @ $48.47 | $485K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.