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SEI Investments’s (NASDAQ:SEIC) Q3 2026: beats on revenue


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SEI Investments’s (NASDAQ:SEIC) Q3 2026: beats on revenue

Financial technology provider SEI Investments (NASDAQ:SEIC) reported Q3 2026 results topping the market’s revenue expectations , with sales up 14.4% year on year to $662 million. Its non-GAAP profit of $1.64 per share was 3.8% above analysts’ consensus estimates.

Is now the time to buy SEI Investments? Find out in our full research report.

SEI Investments (SEIC) Q3 2026 highlights:

  • Assets Under Management: $612.5 billion vs analyst estimates of $616.4 billion (13.1% year-on-year growth, 0.6% miss)

  • Revenue: $662 million vs analyst estimates of $658.6 million (14.4% year-on-year growth, 0.5% beat)

  • Pre-tax Profit: $214.6 million (32.4% margin)

  • Adjusted EPS: $1.64 vs analyst estimates of $1.58 (3.8% beat)

  • Market Capitalization: $12.86 billion

“SEI’s third-quarter results reinforce our confidence in the strategy and operating model we have put in place. Our growth is broad-based, our client relationships are becoming deeper and more strategic, and our year-to-date sales results have already surpassed the highest full-year total in SEI’s history,” said CEO Ryan Hicke.

Company overview

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.

Revenue growth

Examining a company’s long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Regrettably, SEI Investments’s revenue grew at a mediocre 6.4% compounded annual growth rate over the last five years. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about SEI Investments.

SEI Investments Quarterly Revenue
SEI Investments Quarterly Revenue

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 11.1% over the last two years is above its five-year trend, suggesting its demand recently accelerated.

SEI Investments Year-On-Year Revenue Growth
SEI Investments Year-On-Year Revenue Growth

This quarter, SEI Investments reported year-on-year revenue growth of 14.4%, and its $662 million of revenue exceeded Wall Street’s estimates by 0.5%.

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Assets under management (AUM)

Assets Under Management (AUM) encompasses all client funds under a firm’s investment management umbrella. The recurring fee structure on these assets provides consistent revenue generation, offering financial stability even during periods of poor investment returns, though sustained underperformance can impact future asset flows.

SEI Investments’s AUM has grown at an annual rate of 8.6% over the last five years, slightly better than the broader financials industry and faster than its total revenue. When analyzing SEI Investments’s AUM over the last two years, we can see that growth accelerated to 12.5% annually. Fundraising or short-term investment performance was a net contributor for the company over this shorter period since assets grew faster than total revenue. That said, assets aren’t the be-all and end-all due to their unpredictable and cyclical nature.

SEI Investments Assets Under Management
SEI Investments Assets Under Management

In Q3, SEI Investments’s AUM was $612.5 billion, falling 0.6% short of analysts’ expectations. This print was 13.1% higher than the same quarter last year.

Key takeaways from SEI Investments’s Q3 results

It was good to see SEI Investments beat analysts’ revenue and EPS expectations this quarter. On the other hand, its AUM slightly missed. Overall, this print had some key positives. The stock remained flat at $108.40 immediately following the results.

Should you buy the stock or not? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it’s free.



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