Financial technology provider SEI Investments (NASDAQ:SEIC) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 12.8% year on year to $622.2 million. Its non-GAAP profit of $1.44 per share was 9.3% above analysts’ consensus estimates.
Is now the time to buy SEI Investments? Find out in our full research report.
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Assets Under Management: $554.1 billion vs analyst estimates of $552.9 billion (in line)
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Revenue: $622.2 million vs analyst estimates of $611.3 million (12.8% year-on-year growth, 1.8% beat)
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Pre-tax Profit: $230.8 million (37.1% margin)
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Adjusted EPS: $1.44 vs analyst estimates of $1.32 (9.3% beat)
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Market Capitalization: $10.16 billion
“We began 2026 with a defining quarter for SEI, validating our strategy, execution, and the scalability of our operating model. We delivered strong earnings growth, meaningful margin expansion, and incredible sales results, driven by broad-based momentum across our core growth engines,” said CEO Ryan Hicke.
Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ:SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors.
A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Unfortunately, SEI Investments’s 6.5% annualized revenue growth over the last five years was mediocre. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about SEI Investments.
Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. SEI Investments’s annualized revenue growth of 9.9% over the last two years is above its five-year trend, suggesting some bright spots.
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, SEI Investments reported year-on-year revenue growth of 12.8%, and its $622.2 million of revenue exceeded Wall Street’s estimates by 1.8%.
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