SEIC
SEI Investments Co (SEIC) Q2 2026 Earnings Call Highlights: Record Growth in Revenue and EPS
Article Summary
BUY- SEI Investments Co. (NASDAQ: SEIC) reported record Q2 2026 revenue growth of 15% year-over-year, with adjusted operating profit rising 36% and adjusted EPS rising 38%, driven by $43 million in sales events and $112 million in stock repurchases.
- Private banking margins declined modestly from the first quarter due to significant client implementations and continued investment in resources, while institutional margins remained flat due to flat institutional operating profit.
- SEI Investments Co. is seeing strong growth in its ETF business, with assets growing from $3 billion to over $8 billion in the past year, and a robust pipeline of non-SEI acquisition opportunities at attractive valuations.
- Despite strong sales events, net sales events were modestly negative in advisors and institutional segments due to modestly declining margins in private banking.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 9.4% | 25% | 35.0 ptsBelow Screener (9.4%) - Weak growth |
| EPS Growth Next 5Y ? | 14.8% | 25% | 35.0 ptsBelow Screener (14.8%) - Modest outlook |
| Target Price Upside ? | 23.1% | 20% | 70.0 ptsGood Upside (23.1%) - Target: $121.60 vs Current: $98.75 |
| Gross Margin % ? | 85.6% | 15% | 100.0 ptsExceptional (85.6%) - Strong pricing power |
| Drawdown from 52-Wk High ? | -2.0% | 15% | 20.0 ptsBarely a Dip (-2.0%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About SEIC
- SEI Investments Company is a publicly owned asset management holding company.
- Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.
- It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries.
- Through its subsidiaries, the firm manages separate client-focused portfolios.
- It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries.
- Through its subsidiaries, the firm invests in public equity and fixed income markets.
- It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries.
- SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania with additional offices in North America, Europe, Asia and Africa.